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Large-scale integrating project (IP) proposal

ICT Call 5
FP7-ICT-2007-5
Title: Internet of Things for All
Acronym: IoT4All

www.iot4all.com
Date of preparation: 26.10.2009
Participant no.

Participant organisation name

Part.
short
name

Country

1 (Coordinator)

Atos Origin Sociedad Anonima Espaola

Atos
Origin

Spain

TXT e-Solutions

TXT

Italy

Centro Ricerche FIAT ScpA

CRF

Italy

DIAKINISIS S.A

DIAKIN

Greece

Fundacin Instituto Gerontolgico Matia-INGEMA

INGEMA

Spain

CAEN RFID srl

CAEN

Italy

Telit Wireless Solutions Ltd

Telit

Israel

Informatica per il Sistema degli Enti Locali s.p.a

Insiel

Italy

Research and Education Laboratory in Information


Technologies

AIT

Greece

10

LISSI/SCTIC

LISSI

France

11

Evidian

Evidian

France

12

Kinamik Data Integrity, S.L.

Kinamik

Spain

13

Institute of Communication and Computer


Systems/National Technical University of Athens

ICCS/NTU
A

Greece

14

Forschungszentrum Informatik an der Universitt


Karlsruhe

FZI

Germany

15

Athens University of Economics and Business

AUEB

Greece

16

Sigs Datacom GmbH

SIGS

Germany

17

Fundacion Esade

Esade

Spain

18

BMT Group Ltd.

BMT

United Kingdom

Work programme topics addressed


Objective ICT-2007.1.3: Internet of Things and Enterprise environments
Name of the Coordinating Person: Santi Ristol
E-mail:
santi.ristol@atosorigin.com
Fax:
+34 934860736

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Proposal Abstract
Internet of Things is a perspective of the global Future Internet where physical things are enabled
to share their Real World knowledge with virtual things living in the Digital World to enable novel
Internet based applications in the Socio-economic World.
The IoT4All (Internet of Things for All) IP vision is to go beyond the interoperability among real,
digital and socio-economic worlds, where just exchanges of data could occur, but to achieve by 2020
a sympathetic and osmotic IoT Space, where these 3 worlds influence, participate and in some cases
cum-penetrate each other. This future IoT Space will finally unleash the potential of the IoT
foundational technologies (microsystems, nanotechnologies, wireless sensors, network
infrastructure, objects identification, energy saving and harvesting, communication frequencies and
protocols) in the meantime developed in different domains, making IoT a resource for all, citizens
and companies, governments and enterprises, representing therefore a revolutionary boast towards
the society of the future.
The IoT4All mission and main innovation is to study, model and develop the mutual relations among
real, digital and socio-economic worlds through an open architecture which will enable novel IoTdriven business applications for the benefits of European citizens and enterprises. As already
mentioned above, our concept of the IoT is based on 3 Worlds:
1. A Real World where we imagine a physical heterogeneous, interoperable and evolutionary
world of inter-connected computers, inter-connected mobiles, inter-connected people, interconnected sensors/actuators and inter-connected objects.
2. A Digital World where Services are provided & consumed, Events generated & filtered,
Actuations inferred & controlled, Knowledge generated & transmitted, Reasoning
implemented & explained, by means of an open, secure and privacy-preserving IT
infrastructure, enabling the interoperability of Enterprise Collaboration Platforms, Enterprise
Applications Clouds, Distributed Manufacturing Facilities and Global Service Delivery
Platforms.
3. A Socio-Economic World, not confined to the business-oriented Manufacturing and Product
+ Service life-cycle, but extended to citizens wellbeing and Quality of Life, where the IoT
revolution will stimulate the birth of novel business, social and knowledge software
applications. In the Business field, making things protagonist of the decisional processes
together with humans and computers, beyond collaboration and co-operation; in the Social
field, making things able to find friends in both the human and smart objects constituency, to
exchange information with them, to arrange dates and meetings, beyond human-oriented
social networks, wikis and chats; in the Knowledge field, making things able to share
experiences and to become context-aware and intelligent, beyond traditional document
management systems and search engines.
The IoT4All IP will be run for 42 months by a consortium of 18 beneficiaries led by ATOS Origin Spain.

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Table of Contents
PROPOSAL ABSTRACT....................................................................................................................................... 2
SECTION 1: SCIENTIFIC AND/OR TECHNICAL QUALITY, RELEVANT TO THE TOPICS ADDRESSED BY THE CALL.... 5
1.1 CONCEPT AND OBJECTIVES ................................................................................................................... 5
1.1.1
Background & Motivation .......................................................................................................... 5
1.1.2
Vision & Mission & Concept........................................................................................................ 7
1.1.3
The scientific and technological objectives & expected results..................................................... 9
1.1.4
Relation to the call objectives ................................................................................................... 15
1.2 PROGRESS BEYOND THE STATE OF THE ART ......................................................................................... 19
1.2.1
Future Internet and the IoT....................................................................................................... 19
1.2.2
RFID and WSAN in the IoT ........................................................................................................ 22
1.2.3
Trust, privacy & security in the IOT ........................................................................................... 25
1.2.4
Real World Technologies for the IoT ......................................................................................... 28
1.2.5
Distributed Intelligence and Smart Objects ............................................................................... 29
1.2.6
Smart Spaces and User Interaction in the IOT............................................................................ 32
1.2.7
Real World Management & Governance................................................................................... 33
1.2.8
Socio-economics, Business models & value proposition for the IoT ............................................ 33
1.2.9
Event Driven Platforms in the IoT.............................................................................................. 35
1.2.10
Service & Cloud Platforms for the IoT ................................................................................... 38
1.2.11
Service Front-end & Collaboration Platforms for the IoT ....................................................... 41
1.2.12
Semantic Reasoning in the IoT ............................................................................................. 43
1.3 S/T METHODOLOGY AND ASSOCIATED WORK PLAN .............................................................................. 45
1.3.1
Introduction to the IoT4All Architecture.................................................................................... 45
1.3.2
Description of the overall strategy of the work plan .................................................................. 62
1.3.3
Work package and deliverable time schedule - Gantt chart....................................................... 68
1.3.4
Detailed work description broken into WPs............................................................................... 70
1.3.5
Summary of staff effort .......................................................................................................... 137
1.3.6
Graphical presentation of the components showing their interdependencies........................... 139
1.3.7
Risk Management .................................................................................................................. 139
SECTION 2: IMPLEMENTATION..................................................................................................................... 140
2.1.
MANAGEMENT STRUCTURE AND PROCEDURES .............................................................................. 140
2.1.1. Organization structure and decision making mechanism......................................................... 140
2.1.2. Management bodies .............................................................................................................. 141
2.1.3. Decision procedures and conflict resolution ............................................................................ 143
2.1.4. Management of knowledge, intellectual property and innovation related activities ................ 144
2.1.5. Tools and services for management assistance....................................................................... 144
2.1.6. Management processes and management handbook ............................................................. 145
2.1.7. Reporting, Monitoring, Reviewing: towards EC ....................................................................... 146
2.2.
INDIVIDUAL PARTICIPANTS .......................................................................................................... 152
2.2.1. Atos Origin............................................................................................................................. 152
2.2.2. TXT e-Solutions ITALY........................................................................................................... 153
2.2.3. Centro Ricerche FIAT .............................................................................................................. 154
2.2.4. Diakinisis................................................................................................................................ 155
2.2.5. Ingema .................................................................................................................................. 156
2.2.6. CAEN RFID Company Profile.................................................................................................... 157
2.2.7. Telit ....................................................................................................................................... 158
2.2.8. Insiel ...................................................................................................................................... 159
2.2.9. AIT ......................................................................................................................................... 160
2.2.10.
LiSSi Laboratory ................................................................................................................. 161
2.2.11.
EVIDIAN............................................................................................................................. 162
2.2.12.
Kinamik Data Integrity....................................................................................................... 163
2.2.13.
Institute of Communication and Computer Systems/National Technical University of Athens
(ICCS/NTUA) ........................................................................................................................................ 164

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2.2.14.
FORSCHUNGSZENTRUM INFORMATIK AN DER UNIVERSITT KARLSRUHE (FZI) ................... 165
2.2.15.
AUEB-ELTRUN.................................................................................................................... 166
2.2.16.
SIGS DATACOM GMBH....................................................................................................... 167
2.2.17.
ESADE................................................................................................................................ 168
2.2.18.
BMT .................................................................................................................................. 169
2.3.
CONSORTIUM AS A WHOLE ........................................................................................................... 170
2.3.1. Consortium composition leading criteria................................................................................. 170
2.3.1. Partner descriptions and roles ................................................................................................ 171
2.3.2. Subcontracting....................................................................................................................... 176
2.3.3. Other counties........................................................................................................................ 177
2.4.
RESOURCES TO BE COMMITTED .................................................................................................... 177
2.4.1. Allocation over project activities............................................................................................. 177
2.4.2. Allocation over cost categories ............................................................................................... 178
SECTION 3: IMPACT...................................................................................................................................... 181
3.1 EXPECTED IMPACT ........................................................................................................................... 181
3.1.1
NEW CLASSES OF APPLICATIONS OF THE INTERNET OF THINGS ...................................................... 184
3.1.2
A GENERIC AND OPEN ARCHITECTURE .......................................................................................... 186
3.1.3
NEW BUSINESS MODELS ............................................................................................................... 188
3.1.4
USE CASES IN SPECIFIC ECONOMIC SECTORS ................................................................................. 190
3.1.5
SUSTAINABLE LOGISTICS ............................................................................................................. 191
3.2 DISSEMINATION, EXPLOITATION OF PROJECT RESULTS, AND MANAGEMENT OF INTELLECTUAL PROPERTY
192
3.2.1. Creating long term value and exploiting the results of IOT4ALL ............................................... 192
3.2.2. Contribution and use of standards.......................................................................................... 194
3.2.3. Dissemination Activities.......................................................................................................... 195
3.2.4. Managing of knowledge and intellectual property rights ........................................................ 198
SECTION 4: ETHICAL ISSUES.......................................................................................................................... 201
ANNEX A: LETTER OF SUPPORT OF ETSI TO THE IOT4ALL PROJECT. .............................................................. 203

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Section 1: Scientific and/or technical quality, relevant to the topics addressed by the call
1.1Concept and objectives
1.1.1 Background & Motivation
There have been several definitions for Internet of Things (IoT) in the recent literature. For instance:

A physical world where everyday objects, rooms and machines are connected to one another
and to the larger digital world;

Things having identities and virtual personalities operating in smart spaces using intelligent
interfaces to connect and communicate within social, environmental, and user contexts;

A vision of the Future Internet where connecting physical things, from banknotes to bicycles,
through a network will let them take an active part in the Internet, exchanging information
about themselves and their surroundings;

A global network infrastructure, linking physical and virtual objects through the exploitation
of data capture and communications capabilities. This infrastructure includes existing and
evolving Internet and network developments. It will offer specific object-identification, sensor
and connection capability as the basis for the development of independent federated
services and applications.

These will be characterized by a high degree of autonomous data capture, event transfer, network
connectivity and interoperability; or the most recent definition chosen for the CERP IoT Cluster of
Research Projects on the Internet of Things:
Internet of Things is an integrated part of Future Internet and is defined as a dynamic global network
infrastructure with self configuring capabilities based on standard and interoperable communication
protocols where physical and virtual things having identities, physical attributes, virtual
personalities and using intelligent interfaces are seamlessly integrated into the information network.
The definition we would like to propose in this project tries to make a synthesis of them and to
comply on the one side on the Future Internet movement, on the other side with the ICT WP20092010 objective 1.3:
Internet of Things is a perspective of the global Future Internet where physical things are enabled
to share their Real World knowledge with virtual things living in the Digital World to enable novel
Internet based applications in the Socio-economic World.
Our IoT4All definition is therefore originally characterized by a twofold motivation:
i.

IoT is a perspective of Future Internet (FI) and not an integrated part of it. This means that
IoT is the FI and grows and develops together with it, with an original viewpoint which sees
everything as a Thing (and not in parallel with it). Most of IoT technologies are the FI
technologies and will be developed inside in cooperation with the FI movements, i.e. in
European RTD together with the more than 90 projects belonging to the FI Assembly. Our
assumption is that it does not make any sense to develop a specific IoT network
infrastructure (see objective 1.1 in current and previous ICT workprogramme), a specific IoT
federation of service platforms (see objective 1.2), a specific IoT Smart Space for users
interaction (see user-centric research in several objectives), a specific IoT Contents &
Knowledge Management System (see objective 1.5 and 4.3 in current and previous ICT
workprogramme), which then would need to be integrated in the FI. Instead, FI research in
IoT has a twofold perspective:
a. In close connection with other research communities, including the ETPs (European
Technology Platforms EpoSS NESSI NEM ISI eMobility Manufuture) and the European

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Economic Recovery Plan PPPs (Public Private Partnerships Factories of the Future,
Energy Efficient Buildings, Green Cars), to provide requirements for their research
challenges, to verify & validate their outcomes in FI IoT scenarios;
b. To develop in IoT research just those specific technologies, protocols, tools which are
not foreseen in the research agendas of the other FI communities, but which are
essential for the development of IoT in Europe.
The main IoT4All message is: A single IoT IP is not able to design and develop all
technologies which are necessary to build a global IoT-specific network infrastructure. We
must be humble and not unrealistically ambitious, if we want to have the European IoT really
in place in 10 years time, together with the Future Internet.
ii. The IoT essential value lies in the way it will revolutionize the life of all European citizens
and not in its physical network infrastructure (which will be the FI one and not an
independent one, as said above). Is the current Internet a real revolution for all of us
(researchers, workers, managers, citizens, patients, disabled, ), because it is made of a
network of computers exchanging TCP/IP packets? Moreover, seamless integration is not
enough, not even transparent interoperability (much more correct indeed). On the one side,
trillions of things require autonomy, flexibility and adaptability and not integration which
simply destroys heterogeneity by law; on the other side not even interoperability is enough,
as smart entities are influencing each other when interact and never remain the same
(Heraclitus you cannot step twice into the same water). Hence, the key research topics of
IoT4All will be:
a. An osmosis-like multi-layered architecture which will allow a continuous interaction
and mutual influence between real, digital and socio-economic worlds;
b. A special attention to the final users of the technology, as current Internet history
shows that it was not the best designed systems by researchers and engineers which
encountered the best success among people and which made the Internet really
grow and revolutionize our lives.
The main IoT4All message is: The success of a brand new set of technologies, like IoT in the
FI, is not just in its clean design and development, but mostly in its capability to improve our
lives and to have a real socio-economic impact..
As a consequence of our IoT definition, we could make some statements:
a) Firstly, the architectural model of the IoT is not just confined to the Real World of sensor
networks, smart objects and connecting things, but it embraces also the Digital World of
events, services, actions and controls (virtual things) and the Socio-economic World of work,
entertainment and public utility services. This holistic view (everything is a thing) justifies the
assertion that IoT is a perspective of the FI and not just a part of it: human beings,
computers, objects, sensors, services, events are things and the main challenge is to discover
how this new world of things will influence and affect our daily social life and business.
b) Secondly, each World has a native population of entities (physical/virtual objects,
middleware/protocol tools, socio/economic bodies) who live in a certain intra-world
environmental natural space under certain defined rules, policies and conventions: smart
spaces for Real World interaction (humans objects devices), software platforms for Digital
World integration (F-O-T federated open trusted platforms), social/business workflows for
Socio-economic World co-operation (next generation IoT-based enterprise and social
applications).
c) A third important aspect of such a vision, with considerable implications to the architectural
vision, is the presence of an IoT inter-World *ware system (a middleware, an upperware and

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a crossware) which is not just defining the interoperability of the three Worlds (i.e. exchange
of information and use of the information exchanged), but also is able to model and
implement the relations and mutual interactions among them, like a semi-permeable
membrane supports continuous osmotic exchanges between liquids. Keywords in this
respect are: data, information, knowledge and experience: how do they flow through the
membrane and influence our society.
1.1.2 Vision & Mission & Concept
The IoT4All vision is to go beyond the interoperability among real, digital and socio-economic worlds,
where just exchanges of data could occur, but to achieve by 2020 a sympathetic and osmotic IoT
Space, where these 3 worlds influence, participate and in some cases cum-penetrate each other. This
future IoT Space will finally unleash the potential of the IoT foundational technologies (microsystems,
nanotechnologies, wireless sensors, network infrastructure, objects identification, energy saving and
harvesting, communication frequencies and protocols) in the meantime developed in different
domains, making IoT a resource for all, citizens and companies, governments and enterprises,
representing therefore a revolutionary boast towards the society of the future.
Moreover, the IoT4All mission stems upon two main assumptions:
Research about innovative IoT foundational technologies is so complex and multidisciplinary
which cannot be performed seriously and with success in just one single IP. It is however a
reasonable and feasible objective of a single IP like IoT4All to specify the requirements for FI
technologies, to develop the architecture and the tools to make such research outcomes directly
and easily adopted and taken up by the Society. Moreover, most of the architectures and
technologies are proprietary, owned by multinational big IT companies, and therefore not
suitable to be the open foundations for an IoT available for all, mostly the less advantaged
citizens, enterprises and governments.

The IoT is inserted in a movement of more than 90 European projects, named Future Internet
Assembly, aiming at finding new technologies and sustainable business models for the Internet
of the Future. It is therefore useless and even counterproductive that all the communities of the
FI will design and develop their own network infrastructure and protocols, because just one of
them will become the FI and there are several projects already allocated to such a task (mostly in
objective 1.1 Future Internet Architectures and Network Technologies, in call 5 Novel Internet
architectures and technologies & Flexible and cognitive network management and operation
frameworks and in call 4 Spectrum-efficient radio access to Future Networks & Converged
infrastructures in support of Future Networks). The IoT4All will therefore use all the innovative FI
technologies which will be made available by the FI projects, reserving to foundational
technologies just some specific resources which will make our test-cases feasible and
demonstrable.

In conclusion:
The IoT4All mission and main innovation is to study, model and develop the mutual relations among
real, digital and socio-economic worlds through an open architecture which will enable novel IoTdriven business applications for the benefits of European citizens and enterprises.
As already mentioned above, our concept of the IoT is based on 3 Worlds:
A Real World where we imagine a physical heterogeneous, interoperable and evolutionary
world of inter-connected computers, inter-connected mobiles, inter-connected people, interconnected sensors/actuators and inter-connected objects. In particular, among these not just
intelligent products provided with advanced active identification technologies, but also selforganizing sensor networks able to maximize effectiveness by minimizing energy consumption
and data storage needs, as well as smart objects and devices provided with advanced
communication and reasoning capabilities (i.e. the intelligent fridge, the intelligent car, the

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intelligent home), as well as integrated working-entertainment-home environments where


humans, provided with smart and wearable devices, could interact with the IoT (Ambient
Intelligence). Virtual Worlds are also belonging to this space, as emotional experimental
facilities characterized by shifting in time (past reconstructions, future projections) and/or
extension in space of our experience. Very challenging is also the mutual influence between
RW/VW whenever actions are generated in either of them and effects need to be propagated
in both, like commanding a switch-on/off in a domotics VW or in a Mixed Reality Plant
Supervisory Control; or reporting back in the VW a RW Machine breakdown in a shopfloor or
an as-built change in a new hospital construction.
A Digital World where Services are provided & consumed, Events generated & filtered,
Actuations inferred & controlled, Knowledge generated & transmitted, Reasoning
implemented & explained, by means of an open, secure and privacy-preserving IT
infrastructure, enabling the interoperability of Enterprise Collaboration Platforms, Enterprise
Applications Clouds, Distributed Manufacturing Facilities and Global Service Delivery
Platforms. Such a federated interoperability will be implemented by a next generation flexible
and self-adaptive Business Process Management Systems encompassing services-eventsactions life-cycle management, adhoc-mediated-planned collaboration forms, decisionalinnovation-automation cross-organizational workflows, individual-team-community oriented
front-ends and workspaces, deterministic-stochastic-fuzzy behaviours.
o in the Knowledge field, making for instance things able to share experiences and to
become context-aware and intelligent (e.g. smart block-notes for medicine
prescriptions to be able to interrupt the current TV program reminding the
patient/watcher of his/her duties; intelligent printed machine maintenance manuals
able to update their content/bibliography/hyperlinks by inspecting a case base of
past malfunctions and diagnosis recovery actions; smart printed delivery schedule or
mission navigator of a logistic operator able to change its plan according to
environmental and mobility situations) beyond traditional document management
systems and search engines.
A Socio-Economic World, not confined to the business-oriented Manufacturing and Product +
Service life-cycle, but extended to citizens wellbeing and Quality of Life, where the IoT
revolution will stimulate the birth of novel business, social and knowledge software
applications.
o In the Business field, making for instance things protagonist of the decisional
processes together with humans and computers (e.g. smart machines concurring to
decide the time for a preventive maintenance stop in a shop-floor, smart shelves
concurring to decide the price-promotions policies and the re-assortment levels in a
Supermarket, smart monitoring environments concurring to decide the visit schedule
of a physician in a home rehabilitation program), beyond collaboration and cooperation.
o

In the Social field, making for instance things able to find friends in both the human
and smart objects constituency, to exchange information with them, to arrange
dates and meetings (e.g. a parcel in a warehouse supposed to be picked up yesterday
and not yet considered could share its experience with other parcels in similar
conditions and propose a solution to the human and computer expert; a car not
feeling good with its brakes could ask other cars for past similar experience and
report back to the board computer for warnings and alarms; a smart environment
experimenting a fall of an ageing patient could get in touch with a specialized centre,
send a short movie of the fall and synthesize a convenient voice message to re-

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assure the unlucky elderly), beyond human-oriented social networks, wikis and
chats; The 3 Worlds Interoperability architecture will be implemented by:
A Business-IT upperware (i.e. the connection between socio-economic and digital worlds) to
allow IoT- derived knowledge to influence the innovative social-knowledge-business applications;
An IT-Reality middleware (i.e. the connection between digital and real worlds) to allow relevant
field events to be considered and to address commands to the relevant field actuators;
A Business-Reality crossware (i.e. the direct connection between socio-economic and real
worlds) which in some cases is able to seamlessly cross the digital world and directly connect the
IoT with the Enterprise Environments, i.e. to immediately report serious events to the decision
makers and to instantaneously actuate urgent commands from the decision makers to the real
world.
A pictorial view of the 3 interconnected World is given here below:

1.1.3 The scientific and technological objectives & expected results


The above considerations led us identify 4 Grand Challenges for our project proposal (which will find
their development in our main 4 research SubProjects):

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The perception of the Real World is different because of two reasons: every observer has a
different sensing capability (Viewpoint, sensors, elaboration, attitude, interpretation make
our experience of reality personal and unique. Antoine de Saint-Exupery said The meaning
of things lies not in the things themselves, but in our attitude towards them) and the
observed reality is continuously changing and evolving (Heraclitus said We exist in a field or
continuum in which everything is constantly in flux or process, ). In addition, such
an interaction between observer and observed is now possible not just in the Real World, but
also in the Virtual World or in a mix of the two, when for instance you buy a good in Second
Life and you start a set of subsequent physical-digital-economical processes. Another
consideration is that in the future IoT, the boundaries between active observer and passive
observed thing is blurring, where every entity could be observer and observed thing at the
same time, provide-consume services, accept-generate commands, sense-actuate the
environment. GC#1: Modelling, Representing & Governing the Observers, the Observed and
the Communicating Things in the Real World.

Nobody could say that the reality is only one, but we could just share experiences taken
from Communicating Things, compare them and extract common knowledge from them. IoT
implies that information and experiences flowing between the 3 Worlds (Real-Digital-Social)
middlewares are processed and transformed into services, events, actions. For doing that we
need a co-operation of different digital platforms: service delivery platforms, event driven
platforms, actuation control platforms, knowledge management platforms, context-driven
intelligent reasoning platforms, human-things interaction platforms. All of them need to be
F-O-T platforms: Federated (not just interoperable, but collaborative), Open (respecting
standards and offering open interfaces) and Trusted (where security and privacy issues are
managed transparently according to agreed policies) GC#2: Analyzing, Extracting &
Managing Knowledge & Experiences via federated platforms in the Digital World.

Information extracted from the Real World and transformed into knowledge in the Digital
World is then ready to be contextualized in innovative Socio-economic IoT-based
applications, by using it for everyday life experience and/or business decisions. We identified
three kinds of applications: Realtime sensing applications (e.g. monitoring, diagnosis,
filtering, in several domains like plant maintenance, environmental protection, energy
management, healthcare) where the major challenge is to support RT critical decisions;
Distributed intelligence applications (i.e. planning, scheduling, optimization in several
domains like collaborative supply chain management, transportation, logistics), where the
major challenge is to solve complex problems by the coordination of several different
knowledge and intelligence sources; Smart Ambient applications (i.e. human-computer
multi-modal & multi-device interaction, virtual reality, location based services in several
domains like e-inclusion, tourism, new product design and development), where the major
challenge is to support an easy and effective interaction among things and between things
and humans. GC#3: Developing highly innovative networked applications, based on the IoT
experience, knowledge and context in the Socio-economic World.

Every experience modifies both the observer and the observed reality in a mutual sympathy
and reciprocal influence, like a semi-permeable membrane defines the interaction among
two liquids or gases. This also applies to our three worlds which are neither to be merged,
seamlessly integrated together, nor totally separated and stand-alone, but they are
continuously and mutually influencing each other, keeping their independence and
autonomy. An example is an event generated at the Real World level and synthesized and
contextualized at the Digital World level which is influencing human Socio-economic
decisions or a schedule generated by a human decision maker which is able tor each the
physical shop-floor of a factory through synthesis of actuations and commands. GC#4:

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Modelling and implementing the information-knowledge-decision osmotic relations among


Worlds.
The IoT4All Integrated Project objectives are:
i. Design, develop and prototype an open architecture based on open protocols to enable
European society at ALL levels to easily adopt and deploy the new technologies at the basis
of the Internet of Things. The open architecture will enable a seamless, trustworthy and
pervasive infrastructure to bridge the conceptual, applicative and technological gaps
between the societal, the information and the physical spaces in enterprise environments.
The technical experience gained from previous FP6-FP7 RTD projects in IoT-related domains
(e.g. sensor networks, ambient intelligence, product identification, intelligent objects,
smart personal spaces) will drive such an activity.
ii. Identify & introduce innovative IoT Technologies into the Real World. Such technologies (in
the classes of self-organizing sensors networks, distributed objects intelligence and smart
interaction environments) will populate our three test environments (realtime sensing in
transportation, distributed intelligence in logistics, smart ambient in assistive technologies)
and innovate the Digital and the Societal worlds;
iii. Develop & integrate a federation of F-O-T platforms in the Digital World. In particular, we
will consider service-oriented cloud platforms to support massive amounts of information,
event-driven intelligent platforms to analyse data streams and infer relevant events,
personalized and semantic service front-ends to allow human users to easily access the
wealth of knowledge generated by the lower level;
iv. Design & prototype innovative business- and citizen-centric applications founded on the
IoT in the Socio-economic World. In particular, we will take the existing software
applications driving the 3 IoT4All scenarios and improve them in the sense of IoT. For the
cars realtime remote diagnosis application we will add the dynamic and self-configuring
sensors networks in a community of cars; for the supply chain management application we
will add the distribution of intelligence in a heterogeneous collaborative decision making
process, made of humans and smart containers, warehouses, pallets and items; for the
ambient assistive living application we will add the capability of location-based and
context-driven services as well as an easy and multimodal human-computer interaction;
v. Model and implement the relations and mutual interactions among the three Worlds
identified in an open, standard-based *ware system. The real-digital world relations are
managed by a middleware which will enable the software platforms to access the wealth of
information produced by the things (services, events, actions); the digital-social world
relations are managed by a upperware which will enable the three software applications to
integrate the F-O-T platforms and run their business processes (e.g. diagnosis, planning,
monitoring business processes); the direct social-real worlds relations are managed by a
crossware which will enable the innovative software applications to interact in a safe and
secure way directly with the things via commands and actions (e.g. switch on/off a sensor,
configure remotely a smart container, send a warning message to a disabled or elderly
under assistance);
vi. Build & deploy realistic things-centred test-cases in business- and social-oriented PPP
business ecosystems. The real value of the IoT technologies and, as interpreted in IoT4All
project, will be fully unleashed just when they will be able to influence and change our daily
life, as citizens, employees, civil servants. Things are entering with their own identities and
personalities in our life as full users of our innovative IoT-based applications. Imagine a
mixed community of mechanical engineers, car drivers, maintenance operators and cars, all
users of the same real-time monitoring application and collaboratively engaged to solve a
diagnosis problem; or imagine a community of production managers, logistic operators,
containers and parcels, all users of the same outbound inventory management and

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distribution planning system, to find the best payloads and stock levels for an optimized
service; or imagine physicians, assistance operators, caretakers, patients and smart rooms
which all collaborate for a better quality of life of disabled and elderly.
vii. Measure & demonstrate tangible/intangible Benefits for the EU society sectors derived
from the IoT take-up in the three above test-cases. For instance, improve the safety of our
cars, diminish cars accidents and failures, offer a better information system to car drivers;
eliminate out of stocks at the points of sales, reduce environmental impact of our goods
distribution networks, offer more customised and fresh goods to consumers; reduce the
hospitalization times and the costs for the community of not-patients assistance, improve
the capability of disabled to interact with peers and the society, prolong the life expectancy
of elderly.
viii. Diffuse & disseminate the projects Outcomes to the international scientific, standards and
industrial communities. Our dissemination strategy will consist of several distinct but
interoperable dissemination channels. For instance, as far as the standardisation bodies are
concerned, ETSI (see ANNEX A) will support our project and will be part of the Industrial
Advisory Board. As far as the International scientific community, ATOS Origin, thanks to its
International presence, will design and execute a detailed dissemination strategy
determining the appropriate use of the various dissemination possibilities, such as flyers,
the support and organization of conferences on the topics and Web-based dissemination of
project results such as implemented tools and prototypes.
ix. Exploit & impact the Society by demonstrating IoT Best Practices and stimulating their
adoption worldwide. We believe that anticipations of the real IoT could take place also in
the presence of our beloved current Internet infrastructure, perhaps not in a full global and
totally scalable manner. IoT4All will put in place several Training and Exploitation measures
in order to impact the society with the outcomes of our project such as specific measures
related to the exploitation of project results: While user-centric activities represent the
customer perspective, takes concrete steps towards successful exploitation from the point
of view of the R&D partners. There are two major factors which determine the impact and
thus the exploitation potential of an IP: cost and benefit. Key to exploitation is the project
visibility making prospective users and the potential community in general aware of the
project benefits. Within IoT4All we lower the cost of adopting IoT4All technologies by
aligning project outcomes with relevant standardization activities.

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In conclusion, we could put in the following table the S/T objectives of our project.
OBJECTIVES

M24

M36

2
3
5

4
5
8

1
1
3

2
2
5

8
2

4
4

1
1
1
1

3
3
3
3

2
2
3

4
3
4

i. Open Architecture
Open standards adopted
Open protocols adopted
Open Platforms integrated
ii. Real World Technologies
Innovative hardware technologies
Innovative communication protocols
Number of User Interaction Devices integrated
iii. Digital World Platforms
Number of Platforms studied for Integration
Number of Platforms integrated
Semantic Reasoning Ontologies
iv. Socio-economic World Applications
Innovative plug-ins for car diagnosis
Innovative plug-ins for logistics management
Innovative plug-ins for Emergency Management
Innovative plug-ins for AAL
v. *Ware System
Number of standards used in Middleware
Number of standards used in Upperware
Number of standards used in Crossware
vi. + vii Things-centred Test-cases
Number of car-diagnosis Smart Things
Number of logistics Smart Things
Number of AAL Smart Things
Number of Emergency Management Smart Things
viii Dissemination
IoT4All events Number of Delegates
IoT4All articles in Journals, papers in Conferences
IoT4All newsletter circulation

2
2
4
2

5
4
6
4

50
10
200

200
100
500

ix Impact
External Multipliers
ETP Addressed
Future Internet Working Groups

10
2
1

40
4
3

Table 1.1. S/T Objectives

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In the following table we also put the Business-Social tangible and intangible benefits derived directly
from the adoption of IoT4All solutions:
BENEFITS
Self-repairing Car
Maximise safety, availability and reliability of vehicle, for
professional or leisure usage
Minimise customer operational costs of maintenance and
insurance
Minimise company costs for contractual maintenance,
assistance and logistics of spare part
Sustainable Logistics
Monitoring the environmental impact of products- processes
on the environment
Environmental-friendly supply chain and distribution
processes
Stimulation of greener consumer demand
Ambient Assistive Living
Improving quality of life of patients
Reduction of accidents
Improving the caretaking process
Homeland Security
RealTime Monitoring & Control of Devices
More timely Warning and Alarm Channelling
Distributed reasoning and decision making
Table 1.2. Benefits Table

Thanks to its first class constituency, the IOT4All consortium is also able to generalize the business
objectives depicted above for our 4 test cases to other additional sectors and domains which are in
the core industrial business and/or in the primary research priorities of our beneficiaries: Retail,
Banks, Public Transportation, Manufacturing, Energy are just some examples of generalization.

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1.1.4 Relation to the call objectives


The call for Objective 1.3 bullet a) outlines four objectives of which three are relevant for IoT4All. We
repeat the three relevant objectives here for convenience alongside their relationship to the project.
Component of ICT Call 5

How the proposed project contributes

Challenge 1: Pervasive and Trusted


IoT4All compliance
Network and Service Infrastructures
1.
Need to rethink architectures such 1. The IoT4All Real World vision is that of an open
that performance bottlenecks are
federation of independent, heterogeneous platforms,
overcome, a wider variety of service
one of them is the IoT. On the basis of the decennial
types can be supported, novel types
experience in Enterprise Interoperability research (the
of edge networks such as wireless
Socio-Economic World) of some of its beneficiaries, the
sensor networks may be integrated,
concept IoT4All would like to study and explore is that a
and constraints imposed by new
close integration among them is too hard and almost
types of media applications such as
impossible to achieve. We propose a workflow- and
3D virtual environments can be
process- based smooth interoperability paradigm with
supported
the IoT4All Osmotic Middlewares as mediators in charge
of hiding the heterogeneity of the Real World.
Interoperable vs. integrated approach.
2.

These network infrastructures need


to support an Internet of
dynamically combined services with
worldwide
service
delivery
platforms and ..

3.

Flexibly enable the creation of


opportunities for new market
entrant. The 'third party generated
service' is emerging as a trend
supporting the move towards usercentric services, as shown by the
advances
in
Service-OrientedArchitectures and in service frontends as the interface to users and
communities

Objective 1.3: Bullet a)


4.

Architectures and technologies

5.

Using open protocols,

6.

which enable novel Internet-based


applications including but not
restricted to business/enterprise
scenarios.

2. The IoT4All Digital World is addressing the IoServices


challenge of the FI, where Global Service Delivery
Platforms will play a central role. Global in the sense of
ubiquitously accessible by anyone, Service Platforms in
the sense that the unifying model will be Service-based
(Things seen as Services); Delivery in a more extended
sense including also design and development
environments
3. The IoT4All Socio-Economic World is addressing the
Business challenge of the FI, where new opportunities
will be given to the most innovative service providers,
those who can interpret the new exigencies of users and
communities indeed. New market entrants and SMEs in
particular with very specialized niche solutions will be
entitled to join the big important IoT projects for
enterprises and organizations, thanks to the open and
federated
approach,
which
will
guarantee
unprecedented levels of democracy and equal
opportunities for all.
IoT4All compliance
4. IoT4All main objective is to develop an architecture to
interoperate the 3 Worlds each characterized by its own
technologies..
5. Openness and respect of open standard is at the basis of
Iot4All. Thats why we also focus on beneficiaries which
could be credible in this respect and in practice.
6. This is key in IoT4All. In order for IoT to be really

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7.

8.

They should use information


generated at the periphery of the
network from the virtual and
physical worlds with aggregation of
those, and allow action on the
physical world.
Physical world event information
are generated by tags, sensors,
actuators and wireless devices.
Related processes and applications
may be object- or location-centric
and cover management capabilities
of various classes of events, such as
real world events (sensor based),
behavioural/people
events,
or
business events.

9.

For business scenarios, traceability


networks correlated with logistics
and order or billing flows are of
particular importance

10.

Optimised technologies covering


distribution of intelligence between
the edge network and the more
centralised
business/process
information system.

11.

This includes service discovery


systems as well as scalable, secure,
open middleware necessary to put
real world data into the context of
various Internet applications with
event processing, separation and
filtering.

12.

Of particular importance are the


integration and interoperability with
the mainstream business/process
management platforms and tools
and the necessary management of
varying data ownership across the
edge device/object life cycle.

13.

Architectural models enabling an


open governance scheme of the
Internet
of
Things,
without
centralised gatekeeper lock-in of
critical
business/process
functionalities.

14.

If third country partnership is felt

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IoT4All

disruptive in our society we need to develop new Smart


FI-based Applications. This is also the key message of the
FI DG INFSO PPP task force.
7. This bi-directional mode (not just data capture, but also
context capture and use of semantics) is one of the key
aspects of our Osmotic Middleware. In IoT4All we
decided not to address the Virtual Worlds, intended as
out-of-reality worlds (SecondLife and the like), but the
world of Virtual Organizations, Virtual Communities and
Virtual Factory is in our DNA indeed.
8. Particular attention in IoT4All is given to the proper
interoperability between SOA and EDA orient. This is key
for any FI infrastructure and project. In IoT4All we have
real fully European leaders in both SOA (ATOS NTUA) and
EDA (FZI TXT). Moreover, user- and context-centric
behavioral approaches are of fundamental importance in
the Smart Spaces interaction (AIT LISSI) and in the Service
Front Ends collaborative approaches (TXT)

9. IoT4All Logistics scenario is in place to address


traceability challenges. It is worth saying that this
scenarios does not come uniquely from the RFID
constituency but from one on-going Integrating Project
in ICT for Transport about Smart Containers (led by
INSIEL EURIDICE)and two IPs in DG TREN (led by BMT) .
This will make the case even more interesting and
challenging. In any case, Logistics is one of the four
scenarios.
10.Proper distribution of intelligence is not achieved
through merging and fusion of the different Worlds (too
rigid), not even through just interoperability (where there
is exchange and not sharing and cum-penetration).
Osmotic membranes middlewares is IoT4All answer.
11.IoT4All digital World includes several service platforms,
each devoted to a specific task. Among the peculiar
contributions of NTUA we have a semantic service
discovery engine, while among the peculiar contributions
of FZI we have a dynamic Complex Event Processing
platform.
12.The attention of IoT4All to Business needs and Business
Processes is total. ATOS and TXT provide commercial
solutions for BP Management and have been recently
involved in several research projects on BPM (e.g. COIN
ECOLEAD SUPER). Regarding data ownership policies and
privacy-preserving middlewares, there is also a solid
competency in ATOS and TXT to this respect (e.g.
TRUSTCOM MASTER GEMOM projects in DG INFSO D3 &

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relevant by proponents, priority


should be for those third countries
having established links with the EU
in this field and providing mutual
benefits, including the U.S., Japan,
Korea, China, and India.

IP proposal
IoT4All

F5)
13. Several different models will be research, and will take
into account the work done until now by ONS, and other
standarisation bodies, and propose either a new one or a
combination of the above.
14.The International impact of the IoT4All project is
guaranteed by ATOS Origin, while the letter of adhesion
from ETSI representative Patrick Guillemin will cover the
aspects regarding standardization and the relation with
previous (CE-RFID GRIFS CASAGRAS) and on-going
projects (RACE).

The FI Assembly

How the proposed project contributes

DG INFSO FI Task Force

IoT4All compliance

15.

In the future Internet-based Society,


we expect that digital services will
become increasingly interlinked with
physical environments of individuals,
communities, and businesses

16.

European industry and high-level


research and education must play
their role in preserving and
strengthening our competitiveness
and our shared European values such
as privacy, common history, cultural
diversity or social acquis

Proposal Part B: page 17 of 203

15.

The IoT4All Service Platforms typologies embed digital


services, real world environments, people and
communities, content and knowledge in a federated
interoperable environment. Moreover, the business
motivation is at the basis of all our research and new
business models will also be described and experimented
in SMEs

16.

It is our internal conviction that an European way


towards the FI is possible and that such an European
way, in a STEEP sense (social, technological,
environmental, economical and political) needs to be
implemented by SMEs which are the engine of our
economy.

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IoT4All

The CERP IoT SRA was recently officially presented in October in London. The following table shows
how IoT4All complies with its technological challenges. It is worth saying that IoT4All is an open-tocollaboration project, in the sense that it is our conviction that a single IP, although important and
huge, cannot cover alone all the challenges posed by the IoT. Regarding instead the definition of IoT
with all its implications, IoT4All has already expressed its opinion in the previous section 1.1.
Component of CERP IoT SRA

How the proposed project contributes

Chapter 3: Technological Challenges

IoT4All compliance

1.

Identification Technology

1.

IoT4All WP2.1 and WP2.4

2.

Internet of Things Architecture


Technology

2.

IoT4All A1, all WPs

3.

IoT4All WP2.2

4.

In collaboration with 1.1 projects (Trilogy Eiffel Sensei


4Ward)

5.

In collaboration with 1.1 projects (Trilogy Eiffel Sensei


4Ward)

6.

IoT4All A1 A2 A3 A4

7.

IoT4All WP2.1 and external collaborations

8.

IoT4All WP 1.2

9.

IoT4All WP 4.2

10.

In collaboration with 1.1 projects (Trilogy Eiffel Sensei


4Ward)

11.

IoT4All WP2.1 and external collaborations

12.

IoT4All WP 1.3

13.

IOT4All WP 6.2 an external collaborations (ETSI)

3.

Communication Technology

4.

Network Technology

5.

Network Discovery

6.

Software and algorithms

7.

Hardware

8.

Data and Signal Processing


Technology

9.

Discovery and Search Engine


Technologies

10.

Relationship Network Management


Technologies

11.

Power and Energy Storage


Technologies

12.

Security and Privacy Technologies

13.

Standardisation

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1.2Progress beyond the state of the art


As a new coined term IoT in the context of the future internet assembly and following the RWI
working work, we propose to go beyond the state of the art facilitating a non existing architecture
reference.
1.2.1 Future Internet and the IoT
State of the Art
The IoT4All state of the art regarding the IoT architecture is strictly linked to the FIA (Future Internet
Assembly) movement and its more recent achievements.
In the FIA event in Madrid (December 2008), the cross-ETP vision of the FI was presented by the
director of Eurescom John Kennedy, who used the metaphor of a Greek temple to explain his vision
of the FI. A Future Network Infrastructure (the floor of the temple) will provide the basis for 4 main
pillars (Internet by and for People, Internet of Contents and Knowledge, Internet of Things and
Internet of Services) on top of which the Future Networked Society (the roof of the temple) will be
enabled by innovative, next generation applications.

More recently, the DG INFSO task force on Future Internet, presented at FI Assembly in Prague
(Spring 2009), elaborated a Recommendation Report on "Interdisciplinary Research Challenges
relating to the Future Internet", where one of the most important concepts is represented by F-O-T
Platforms (Federated Open Trusted), which are the basis on which to develop next generation, smart
complex systems and applications.
To position Europe as a leader in the Future Internet, we suggest that initiatives in Europe should be
centred on the development of Future Internet Federated, Open, and Trusted (shortly, F-O-T)
Platforms. A multitude of such F-O-T platforms could constitute the fundamental enablers and the
ecosystems of the Future Internet on which existing and new smart applications could be built
upon. Many different types of F-O-T platforms will be available, allowing specific applications to use
the capabilities of one or more platforms depending on their needs1
This statement (see picture below) specifies that the four vertical pillars and the horizontal
infrastructure should be F-O-T platforms and that on top of it it is need to develop highly innovative
Internet applications for a Smart European Society.

Recommendation Report on "Interdisciplinary Research Challenges relating to the Future Internet", DG INFSO
2009

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FI
art
Sm i n g
Liv

art
Sm l t h
a
He

art
Sm rgy
e
En

FI

FI

Federated Open Trusted


Platforms

art
Sm sport
n
Tra

FI
FI

art e
Sm ersiv
s
m
Im pace
s

FI

art s
S m prise
ter
En

FI

FI
art
Sm stics
gi
Lo

art
Sm
?

Another interesting metaphor for the FI was shown by Jesus Villasante and Arian Zwegers (DG INFSO
D3) during one 2008 objective 1.2 concertation meeting. The Buddhism vision of an elephant and of
a set of observers who try to interpret what they are seeing, in a holistic way, but owing to their
partial sensing capabilities they come to very different and divergent conclusions. So, in our case, for
IoT researchers people-content-services are all real-digital-virtual things (see the CERP IoT SRA); for
IoS researchers people-content-things are all services; for IoC researchers everything is finally a piece
of content.

Innovation
The basic dilemma is: Temple or Elephant? Zeus or Buddha? Which means: is IoT an independent
part of the FI (one of its 4 pillars) or is it a perspective of FI (a viewpoint to the elephant)? The
consequences of such a decision are not trivial for a research project. If it is a pillar in the temple, it
will share with the other pillars the foundations (i.e. the Network Infrastructure), but it will develop
quite autonomously its architectures, technologies and models. An integration point is then foreseen
above the pillars, at the level of the lintel of the temple, probably under the form of a generic,
common, multi-platform Business Process / Workflow Management environment which will be able
to feed the innovative FI smart applications in the roof with Internet by and for People, Internet of
Content and Knowledge, Internet of Services and Internet of Things functionalities. If it is a viewpoint
of the elephant, such an autonomy of research for IoT is impossible or counter-productive and all the

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architectures, technologies, models would need to be shared with the other perspectives of the FI
(i.e. people, content and services indeed).
IoT4All is not taking a definite position about it, but it will try to be compatible with either paradigm
will finally win and be adopted for the FI. However, the reference metaphor will be the temple, but
with some corrections.
For sure, we will not invade heavily the Network Infrastructure foundations, but we will provide
them with IoT real-world requirements and very specific user-driven technological developments.
We foresee indeed a strict liaison with D1 FI projects like 4Ward, Trilogy, Sensei, Chianti, Eiffel,
Socrates (and those that will be funded in call5 1.1) and we already started such a process.
We will then climb the IoT pillar towards the roof, through Real World, Digital World and SocioEconomic World and their respective osmotic middlewares, but not in a full independent way from
the other pillars. For instance, in our Digital World, we will have the presence of Smart Spaces and
advanced Human-Computer Interaction facilities (Internet by and for People), the presence of
Ontologies and Semantic reasoning engines (Internet of Content and Knowledge) and the presence
of Service/Cloud computing platforms (Internet of Services).
We will also build the lintel through an original combination of SOA and EDA in user-driven CEP
(Complex Event Processing) scenarios.
Finally, we will show at the top of the roof the socio-economic benefits for all the European society,
derived from a 360 full adoption in real-life test cases of the IoT as a whole and not just of its
technologies and protocols.
Our Motto is:
Wake-up from the basements floor!
Climb the temples pillar!
Reach the roofs summit!

Impact
The impact onto the European society of the IoT4All architectural choices will be evident in our 4
application cases related to safer cars, sustainable logistics, assistive inclusion and

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environmental risk management and a preliminary estimation of such an impact is already


depicted in section 1.1. Moreover, we also aim at generalizing such results to other domains and
sectors which are in the core business of our industrial partners and in the first priority agenda of our
research institutes (i.e. manufacturing, retail, healthcare, transportation, energy management, etc).
1.2.2 RFID and WSAN in the IoT
IoT4All will research and provide a middleware solution for IoT, with a view to facilitating the
development and integration of IoT applications. Among the key innovations of the IoT4All
middleware solution, will be its ability to support the business, social and technical aspects of IoT
applications in a global scale i.e. beyond monolithic scenarios and specific enterprises. Specifically,
the IoT4All middleware solution will provide the means for connecting business semantics with lowlevel information stemming from the things, while at the same time enabling business models to
drive the configuration of the underlying things.
IoT4All will take into account existing middleware solutions for RFID and WSAN (Wireless Sensors
and Actuator Networks), These solutions will be extended in order to handle additional devices
comprising the IoT4All applications, as well as their business semantics/context. In the sequel we
outline the state-of-the are in RFID and WSAN middleware and related tools, while also developing a
vision for extending them radically in the scope of the project.
1.2.2.1 RFID Middleware Implementations and Related Tools
Several RFID middleware middleware frameworks are nowadays providing functionality for RFID data
collection, filtering, event generation, as well as translation of RFID stream into their business
semantics. These frameworks have been developed as part of both research initiatives and vendor
products. For example, the research-oriented RFIDStack and WinRFID [RFID1], [RFID2] systems deal
with the low-level tasks of capturing and filtering RFID events in a scalable fashion. In the industrial
world, vendors (e.g., Oracle - Oracle Sensor Edge Server, BEA - BEA Weblogic RFID Enterprise Server
[RFID3], Sun Java RFID System [RFID4], [RFID5]), have released middleware platforms, which provide
RFID middleware for collecting, filtering and managing RFID data. In addition to commercial RFID
middleware products, several open-source RFID frameworks have emerged, such as the RadioActive
Foundation (http://www.radioactivehq.org/), Singularity (http://singularity.i-konect.com/), Mobitec
(http://mobitec.ie.cuhk.edu.hk/rfid/middleware/), AspireRfid (http://wiki.aspire.ow2.org/), as well
as the fosstrak project (http://www.fosstrak.org) [RFID6], which provide royalty-free
implementations of RFID middleware stacks. Most of these implementations emphasize on
middleware standards specified by the EPCglobal in the scope of the EPCglobal architecture [RFID7]
(as outlined in Table 1.3. S/T Objectives: OSS Middleware Implementations of EPC Standards
below).
RFID EPCglobal Standards
Implementatio
ONS
ns
Fosstrak
Rifidi
Singularity
RadioActive
X
Mobitec
Logicalloy

EPCIS

ALE

RM

LLRP

RP

TP

X
X
X
*
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Table 1.3. S/T Objectives: OSS Middleware Implementations of EPC Standards

Along with middleware implementations several projects have also focused on the implementation
of tools that facilitate RFID development, deployment and integration. For example the EU ASPIRE

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Integrated Project (www.fp7-aspire.eu), deals with open-source tools for programmable RFID
development and end-to-end management of the RFID infrastructure [RFID8]. Also, the Rifidi project
(http://www.rifidi.org) provides an open source IDE for RFID. Rifidi lets one develop an RFID system
entirely with Software Components and removes the dependency on hardware and infrastructure
that RFID typically demands. Moreover, Suns JCAPS (Java Composite Application Platform) for RFID
(https://jcaps-rfid.dev.java.net) provides tools for facilitating RFID development, though they have
not achieved wide adoption.
References:
[RFID1]. UCLA WinRFID Middleware. http://www.wireless.ucla.edu/rfid/winrfid/.
[RFID2]. S. Prabhu, Xiaoyong Su, Harish Ramamurthy, Chi-Cheng Chu, Rajit Gadh, WinRFID A
Middleware for the enablement of Radio Frequency Identification (RFID) based Applications,
Invited chapter in Mobile, Wireless and Sensor Networks: Technology, Applications and Future
Directions, Rajeev Shorey, Chan Mun Choon, Ooi Wei Tsang, A. Ananda (eds.), John Wiley (to
appear), available at: http://www.wireless.ucla.edu/rfid/winrfid/.
[RFID3]. BEAWebLogic RFID Enterprise Server, Understanding the Event, Master Data, and Data
Exchange Services, Version 2.0, Revised: October 12, 2006.
[RFID4]. Gupta and M. Srivastava, Developing Auto-ID Solutions using Sun Java System RFID
Software, http://java.sun.com.
[RFID5]. S. Microsystems, Java System RFID Software 3.0 Developer Guide, www.sun.com, Feb.
2006.
[RFID6]. Christian Floerkemeier, Christof Roduner, and Matthias Lampe, RFID Application
Development with the Accada Middleware Platform, IEEE Systems Journal, Vol. 1, Issue 2,
pp.82-94, December 2007.
[RFID7]. Architecture Review Committee, The EPCglobal Architecture Framework, EPCglobal, July
2005, available at: http://www.epcglobalinc.org.
[RFID8]. John Soldatos, AspireRfid Can Lower Deployment Costs, RFID Journal, March 16th, 2009.
1.2.2.2 Middleware for Wireless Sensor Networks
The proliferation of WSN (Wireless Sensor Networks) has led to the emergence of middleware
platforms, tools and techniques for programming and deploying WSN applications. The diversity of
WSN has led to several variations in related middleware platforms. Overall, typical functionality of
WSN middleware includes:
Support for services and resource abstractions, which handle internal details of the WSN.
Provision of utilities for developing, programming, deploying, maintaining, and
executing/operating WSN applications.
Note that some middleware platforms address only the level of the sensor network, whereas other
deal also with devices and networks connected to the WSN (e.g., [WSN-11], [WSN-12]. Some
middleware platforms are characterised as sensor databases, other as virtual machines, whereas
there are also publish-subscribe [WSN-8], tuple-based, and agent-based approaches.
Systems such as Moteview [WSN-10] and ScatterViewer [WSN-1] are examples of WSN development
and monitoring systems, which however provide limited extensibility (tightly coupled approach).
Other environments such as Hourglass [WSN-2], SenseWeb [WSN-3], jWebDust [WSN-9] and GSN
[WSN-4], provide more complete development and/or programming environments for WSN
applications. Between the bounds/extremes of high flexibility approaches and tightly coupled, there
are several other approaches such as TinyDB [WSN-5], Hood [WSN-6] and SNACK [WSN-7], Kairos
[WSN-14].
The above list of WSN middleware is representative, yet not exhaustive.
For a complete presentation

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References:
[WSN1]. The Scatterweb wireless sensor network platform, http://www.scatterweb.de.
[WSN2]. J. Shneidman, P. Pietzuch, J. Ledlie, M. Roussopoulos, M. Seltzer, and M. Welsh, Hourglass:
An infrastructure for connecting sensor networks and applications, Tech. report, Harvard TR21-04, 2004.
[WSN3]. A. Santanche, S. Nath, J. Liu, B. Priyantha, and F. Zhao, SenseWeb: Browsing the physical
world in real time, Demo Abstract, ACM/IEEE IPSN06, Nashville, TN, 2006
[WSN4]. K. Aberer, M. Hauswirth, and A. Salehi, The global sensor networks middleware for efficient
and flexible deployment and interconnection of sensor networks, Tech. report, Ecole
Polytechnique Federale de Lausanne (EPFL), 2006, Technical Report.
[WSN5]. S. Madden, M. Franklin, J. Hellerstein, and W. Hong, TinyDB: An Acquisitional Query
Processing System for Sensor Networks, Journal of ACM TODS 30 (2005), 122173.
[WSN6]. C. Sharp, E. Brewer, and D. Culler, Hood: A neighbourhood abstraction for sensor
networks, In the Proc. of MobiSYS04, 2004.
[WSN7]. B. Greenstein, E. Kohler, and D. Estrin, A Sensor Network Application Construction Kit
(SNACK), In the Proc. of the 2nd International Conference on Embedded Networked Sensor
Systems (SenSys 2004), 2004, pp. 6980.
[WSN8]. E. Souto et al., Mires, A publish/subscribe middleware for sensor networks, In the Journal
of Personal and Ubiquitous Computing 10 (2005).
[WSN9]. I. Chatzigiannakis, G. Mylonas, and S. Nikoletseas, jWebDust : A java-based generic
application environment for wireless sensor networks, In the proceedings of the first
International Conference on Distributed Computing in Sensor Systems (DCOSS 05), 2005, pp.
376386.
[WSN10]. Moteworks software platform, http://www.xbow.com
[WSN11]. C. Curino, M. Giani, M. Giorgetta, A. Giusti, A. Murphy, and G. Picco, TinyLIME: Bridging
Mobile and Sensor Networks through Middleware, Third IEEE International Conference on
Pervasive Computing and Communications, PerCom 2005, 2005, pp. 6172.
[WSN12]. S. Eisenman, N. Lane, E. Miluzzo, R. Peterson, G. Ahn, and A. Campbell, MetroSense
project: People-centric sensing at scale, In Workshop on World-Sensor-Web (WSW 2006),
Boulder, October 31, 2006.
[WSN13]. Chatzigiannakis, I. Mylonas, G. Nikoletseas, S., 50 ways to build your application: A
survey of middleware and systems for Wireless Sensor Networks in the Proc. of IEEE
Conference on Emerging Technologies and Factory Automation, 2007. ETFA.
[WSN14]. R. Gummadi, O. Gnawali, and R. Govindan, Macro-programming wireless sensor
networks using Kairos, In the Proc. of the International Conference on Distributed Computing
in Sensor Systems (DCOSS05), Springer, 2005, pp. 126140.
Beyond the State of the Art
IoT4ALL addresses a things saturated environment, along with its social and business aspects. To
this end, it has to extends state-of-the-art RFID and WSN middleware platforms in order to deal:
With a wide range of sensors, devices, tags, actuators and other things of the IoT
environments. Current platforms are usually restricted to few homogeneous sets of sensors,
while IoT comprises wider range of heterogeneous devices. To this end, additional abstraction
and virtualization of resources will be needed.
With business semantics associated with social and business aspects of the IoT. Current
middleware platforms deal hardly with business semantics. The business semantics handled for
example by RFID middleware such as AspireRfid are limited to specific business domains (such as
logistics) and do not capture the people, business and societal dimensions. IOT4ALL will have to
specify ontologies beyond the low-level sensor details and accordingly bridge them to the
underlying sensor data and middleware.

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1.2.3 Trust, privacy & security in the IOT


1.2.3.1

Data Integrity

State of the Art


The more people who have access to a document or file, the less you can trust its integrity.
Something I release as being the truth, even digitally signed with my own certificate, can be changed,
re-signed, and re-released, apparently as my own faithful document.
Much is made of the use of PKI and digital signatures for increasing security. If I am in an organization
and using my certificates for creating digital signatures, and one of my signatures reveals that a
document has been changed, I dont know where the document was tampered. Digital signatures
work at a data group level, and are usually applied after a specific time interval from the moment of
the file creation.
Time stamping services can only guarantee that a specific file has been irrefutably stamped at a
specific trusted time and day. This means that an audit file cannot be time stamped before it has
been finished, leaving an unsecured time gap from the moment the file has been created and it is
time stamped.
Log management solutions excel in collecting events in real time, in parsing and normalizing
information and analyzing the collected information for producing alerts in real time. However, this
does not relate to provide integrity protection in any way.
Write-once Read Only Solutions (WORM) devices work very well avoiding that the information that
has been written in them is not altered after its addition. Since they treat files as objects and they
need to hash them before adding them in the system, continuously appending files such as logs must
be "closed" (i.e. finished) before being processed.
One-way hashing is a technology rather than a product. It has a lower computational cost and is fast
to apply. However, if the file integrity is infringed, the file as a whole has to be considered tampered.
Innovation and Impact
Kinamiks technology will apply a digital fingerprint in real-time, just as events are being generated
and registered. This eliminates the unsecured time gap making it virtually non-existent. Furthermore,
securing the file down to the event/record level means that if any tampering is detected, only the
affected records should be discarded.
1.2.3.2 Access control to information
State of the Art
In standardization efforts as well as in existing deployments, the focus effort is put on identification
and authentication (RFID, biometry, strong authentication with digital certificates).
As a corollary function, the association of secondary authentications after the primary authentication
provides the single sign-on capability.
When multi-domain is involved, its essentially for identity federation, with architectures and
protocols like Liberty Alliance, Shibboleth, SAML 2 as the convergence standard, and WS-Federation.
These standards only apply to authentication and single sign-on.
For what concerns authorization, standardization is still poor. As the most relevant element, XACML
is a standard to express security policy rules, associated to SAML 2 as a mean to convey them. WSPolicy is a standard used to convey some security requirements for exchanges with the service
provider, but not to describe a policy, and doesnt provide any solution for the negotiation of the
security policy of for its interpretation. Nothing exists to describe what the policy for accessing
information means, what its objectives are, or how it can/must be understood by each party.

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Authentication and authorization: the essentials of the security mechanisms

Authentication
Authentication

2
2

Contrle
Contrle
Contrle
Daccs
Access
Daccs
Daccs
control

Service
consumer
1

Service
Service
Service
provider
provider
provider
4

Authorization
Authorization

In the contrary of authentication, authorization is not enough standardized, not enough understood
in multi-domain environments, where all domain are administered independently, and are enforcing
a different security policy. As for PKI difficulties outside one unique organization, it is far from being
applicable in real-life deployments.
What are the situations were the multi-domain question applies? Enterprises are continuously
extending their business processes outside their traditional boundaries to conduct electronic
business with partners and suppliers. However, a single organization cannot effectively manage or
control a global e-business process end to end, especially when multiple organizations are involved.
Even within the enterprise, different business units often manage distinct sets of users and
resources. The deployment of SOAs or the composition of Web Services are other typical scenarios:
the different services can pertain to different companies or entities, with different policies for
enforcing the security of each service and the access to the requested information.
Innovation and Impact
The expected authorization behaviour in a multi-domain environment

security domain A

Trust

security domain B

Identity
Provider

SAML

access
control
Service
Providers

user
attributes

Service
consumer

Authentication

Authorization

The proof of authentication of a user in a domain, as well as attributes that define his/her profile, are
moved to another domain. Based on a trust relationship between domains, the second domain uses
the attributes to determine the user access rights to systems and applications. This principle allows
each domain to keep the responsibility for administering its users, as well as its security policy
The project will implement a complete authorization chain, applicable and specialized for securely
retrieving information.

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The access control chain at the core of the project

Policy
Policy
administration
administration
point
point

Security
policy

Decision
Decision
Decision
points
points
points
2

Service
consumer
SAML
AutN + attr

SAML
AutZ req / resp

Enforcement
Enforcement
Enforcement
points
Enforcement
points
points
points

Service
provider

The Policy Decision Point is an authorization server. This component uses the well-established
standards SAML 2 and XACML. SAML 2 is used for authentication, and to transfer requests between
access control building blocks. XACML is used to express security policy statements inside SAML
requests, and is at the core of the authorization server.
The Policy Administration Point is the repository of the security policy. The policy model is based on
the NIST RBAC standard, extended with the new features, and improved to solve critical deployment
issues. The policy server is implemented using web services and an expert system kernel, and
administered using a powerful user interface, based on an efficient technology, such as AJAX.
Every component of this access control chain is interoperable with standards, and therefore can be
replaced by any other conformant ad hoc module, if necessary. This approach allows to create the
modularity of the components constituting the chain to control the access to information.

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1.2.4 Real World Technologies for the IoT


State of the Art
Research on IoT components and network technologies is driven by two main goals2: (i) increasing
the degree of embedded intelligence to be incorporated into physical objects; (ii) allow for
ubiquitous networking of embedded intelligence. Several important developments are on course
that, in the long term, will make these goals achievable:
- New materials, hardware and power technologies will deliver devices (including sensors and
actuators) that are as small, cost- and power-effective as required to make embedded
intelligence truly pervasive and inexpensive.
- Advances in communication technologies are going to widen the protocol spectrum for both
near-field and long range communications, aiming at unified seamless management of shortto wide-range protocols3.
- Networks will evolve into self-organizing and self-repairing architectures, allowing for secure
sharing of communication resources, as well as context- and location-based interaction with
sensors and actuators.
While research and technological development progress steadily in each field, a reference framework
is still missing where the different components and platforms are integrated to support the IoT vision
of distributed and networked intelligence. Microsystems research focuses on producing smarter,
cheaper and better interoperable devices4, whereas protocols convergence and new wireless
platforms aim at supporting ubiquitous and granular device connectivity5.
There is no doubt that parallel development and final convergence of these new technologies will
make networks of intelligent objects commonplace. Nevertheless we believe that times are mature
to start looking at convergence scenarios, and at how distributed intelligence will change, and be
affected by, real world processes.
Innovation
In our vision, even if the ultimate technology required for embedded and networked intelligence is
not yet there, the main user needs for it must be there. Surely IoT will address or even induce new
needs and forge new user communities, that our socio-economic research in WP3.5 will help to
identify. But, for the large majority of users, the basic needs will remain the same and IoT will offer
newer, easier and more effective ways to address these needs. Cars will still experience failures and
containers will still be stopped at terminals: IoT will allow cars to self-repair and containers to selfhandle clearance operations.
Hence IoT4All will evaluate the current status of device, communication and network technologies in
terms of their applicability to real-world user scenarios, and will select and integrate key
technological components into a framework aimed at embedding intelligence into objects and
making them always and everywhere connected.
The Figure below shows how the IoT4All Real-World physical framework will have three main levels,
corresponding to three main technological elements:
- Devices and microsystems allowing cost- and energy-efficient data and event capture from
Real-World things, embedded computation as well as enactment of changes. The aim of our
research will be to bring intelligence as closer as possible to the things themselves, by
2

Internet of Things Strategic Research Roadmap, September 2009, CERP-IoT, EC DG INFSO-D4.


E.g., short/medium range: ZigBee, Bluetooth, wide range: GSM/GPRS, UMTS, WiMAX, Satellite.
4
Internet of Things in 2020 - A Roadmap For The Future, European Commission (Infso D.4, Infso G.2 in
cooperation with EPOSS), 05 September, 2008.
5
Among others, the DG INFSO Integrated Project SENSEI is addressing these issues, see: A Framework for
the Management of Wireless Network Islands through Dynamic Network Reconfiguration, www.ict-sensei.org.
3

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integrating low-power chips with smart energy-harvesting solutions in relation to actual


demands in computing power, communication and sensing capabilities.
Capillary networks, i.e., self-configuring networks of local devices and sensors connected
and remotely controlled via M2M (Machine to Machine) gateways6. The aim is to add
scalability to the every thing is smart concept by, allowing nearby objects to share their
information, join computational resources and optimize their long-range communications.
Platforms, i.e., global communication, positioning and service infrastructures allowing
connectivity of devices and capillary networks with remote users and other open and trusted
platforms of the Future Internet. In this field, we aim at seamless interoperability across
multiple protocols and platforms to make every object, wherever positioned, able to access
and provide context-based services through existing (e.g., UMTS, GNNS) and Future Internet
F-O-T platforms.

Impact
The IoT4All RW Framework will be a key component in all four pilot applications, that are expected to
demonstrate significant socio-economic and environmental impact at the European level. Besides,
our research on the RW Framework is expected to impact on the ICT industry itself and on the
development of related standards. This will be pursued in two ways: (i) by providing user
requirements and feed-back from pilot applications to researchers and standardization bodies, both
on individual components performances and on overall framework convergence; (ii) by disseminating
pilot applications concepts and reuslts since the early stages of development; this should trigger a
snowball effect, boosting industry investments on key technologies and standards.
1.2.5 Distributed Intelligence and Smart Objects
Since the very beginning, the Internet of Things was presented by the International
Telecommunication Union7 as the shift from conventional computer networks towards a more
pervasive, ubiquitous and intelligent computing and communications infrastructure, enabling things
to exchange information in real time, handle requests and react intelligently to changes in the
surrounding environment. In other terms, a trend of progressive distribution of autonomy and
intelligence towards the edges of the network was identified as result of a close-at-hand
technological revolution, pushed inevitably by technology developments:

M2M architecture by ETSI TC M2M ad-hoc group.


UN predicts 'internet of things', BBC News 17 November 2005 (ref. to ITU Internet Reports 2005: The
Internet of Things)
7

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Radio-Frequency Identification (RFID) and related standards, progressing rapidly to become


the universal, cost effective means for objects identification and close-range data collection.
- Advanced sensor technologies and wireless networks, providing the ability to detect and
handle events in real-time like, e.g., object and environment status changes.
- Embedded intelligence, i.e., computing capabilities inserted into physical objects to give
them autonomous behavior and to distribute processing power across the network.
- Miniaturization and nanotechnologies, aiming at progressive reduction in size, price and
power consumption, thus increasing the number of connected objects and making the
network ever more pervasive and unobtrusive.
This should have changed the computing paradigm by delegating ever more intelligence to the things
themselves and by supporting real-time knowledge gathering and conveyance at the point of use.
Experience in both research an industrial pilots has shown that availability of physical components
and infrastructures, alone, does not make networks of distributed intelligent objects happen. Smart
tags pilot applications have so far been circumscribed to very specific sectors and needs like, e.g.,
temperature monitoring in perishable goods supply chains (like, e.g., the active RFID technology
developed by CAEN in the frame of the BRIDGE integrated project8). Intelligent devices are so far
synonym of gprs-enabled sensors used, e.g., in toll collection or metering systems, to transmit data
to central repositories. Examples include Advanced Metering Infrastructures (AMI) for the energy
sector, currently implemented as proprietary platforms with research attempts to make them open
and interoperable9.
Innovation
Compared to state-of-the-art applications, a paradigm shift is required to achieve true Distributed
Intelligence. This implies profound changes that are summarised in the Table below:
Current paradigm

Distributed Intelligence

Data origin

User or system generated

Thing/sensor generated

Interaction paradigm

Organization-to-organization

Thing-to-thing

Information services

Centralized, proprietary
platforms

Ad-hoc combination of local (thingcentred), proprietary and global


services

Knowledge semantics

Mutually agreed with each


partner or between trade
community members

Globally established, for any-to-any


ad hoc relationships

Event processing

Centralized at organization level

Distributed, may start at object


level
Event-triggered, localized and
(partially) automated decisions

Decisions making

Top-down, centralized decision


making, based on periodic data
revision

IoT4All has clearly the ambition to support the shift from the current approach, based on centralized
platforms with remote sensors, to a world of truly intelligent, interacting and cooperating objects.
The Figure below shows how this requires to work on all dimensions of the IoT hypercube, to achieve
two (conceptually) sequential stages in objects capabilities:
(i)
Making the objects smart, by enabling them to:
8
9

BRIDGE Integrated Project, October 2008 Newsletter.


See, for example, the OPEN METER project recently approved in FP7s ENERGY theme.

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(ii)

Self-identify through global IDs provided by public domain services, allowing


seamless and consistent linkage across multiple domain spaces; e.g., a container
identified by its serial number, an EPC-compliant RFID code, the IPv6 address of the
GPRS/GPS device attached to the container itself.
o Interconnect via physical and logical links between related things; e.g., loading
operation automatically links container ID with GTIN10 number of the shipped goods.
o Provide access to services to authorised users and systems, combining multiple
information sources and different viewpoints on the same object; e.g., container
positioning service is combined with GTIN information from the supplier to address
local Customs request on the contained goods.
Making the objects intelligent, by enabling them to:
o Use knowledge, structured into federated and open ontologies, to capture
contextual information, mediate across user and business domains and reason on
the impact of events and decisions.
o Understand their context, in terms of status, location, interacting entities and users,
relevant events; e.g., the container locates itself at the destination port, subject to
certain customs procedures and under the responsibility of a given terminal
operator.
o Apply reasoning methods to interpret the context, foresee consequences and act
accordingly; e.g., a container uses terminal ambient information to detect risks for its
perishable content, and suggests recovery measures.

Digital
Dimension

cio mi c
So no
o
Ec

Impact
Distributed intelligence will be a key component in all four pilot applications, and will contribute to
the expected socio-economic and environmental impact at the European level. Besides, our research
in this specific field will contribute to and influence the ongoing efforts of ICT research and industry
in some key areas: (i) agent technologies11; the adoption of multi-agent systems is expected to be
facilitated by the possibility to associate agents to physical smart objects; (i) new, distributed services
platforms, such as EPCIS12, that rely on on-field services access and provisioning by smart objects.
10

Global Trade Item Number


Jeffrey M. Bradshaw (1997), Software Agents, The MIT Press
12
EPC Information Services (EPCIS) from GS1.
11

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1.2.6 Smart Spaces and User Interaction in the IOT


State of the Art
Our vision of IoT Smart Spaces originates from the Ambient Intelligence paradigm. Ambient
Intelligence refers to electronic and computing environments that are sensitive and responsive to the
presence of people. In an Ambient Intelligence world, devices and services interact in a seamless
fashion to create a digital ecosystem that supports people in carrying out their everyday life
activities. The support is provided in a transparent and natural way, leveraging on information and
knowledge that is pervasively distributed in the network connecting these devices and services. The
Ambient Intelligence paradigm stems from ubiquitous computing, profiling practices and humancentric computer interaction design and is characterized by systems and technologies that are:
1) embedded: many networked devices and services are integrated into the environment;
2) context aware: these devices and services can recognize individual users and their
situational context;
3) personalized: the services can be tailored to users needs
4) adaptive: the services can change in response to the context
5) anticipatory: the services can anticipate users desires without conscious mediation.
Ambient intelligence is closely related to the long term vision of a Smart Space in which technologies
are able to automate a platform embedding the required devices for powering context aware,
personalized, adaptive and anticipatory services.
User Interaction is also a core element of a Smart Space. Parallel to the development of the
Graphical User Interface technology, natural language processing, computer vision, 3-D sound, and
gesture recognition have made significant progress. In addition recent interaction paradigms such as
perceptual User Interface (UI), tangible UI and embodied UI open a vast world of possibilities for
interaction modalities including modalities based on the manipulation of everyday physical objects
such as a bottle and modalities based on the manipulation of a PDA and so on. Moreover the focus of
multimodal user interfaces has been extended from purely active modalities, where the user directly
and explicitly interacts with the computer, to a mixture of passive and active ones. Passive modalities
involve indirect and implicit interaction, in that the computer interprets these as input user
behaviour that is not explicitly or primarily directed towards it, for example by using the location of a
person walking to work as a cue to update a map on that persons smart phone. Driven by progress
in machine perception and signal processing, information capture via multiple passive modalities
now has a strong impact both on the modalities used for system output and on the robust
interpretation of multimodal inputs.
Innovation
In a smart space devices and services shall adapt to the change in the available resources as well as
to the users preferences and profiles over time and the physical environments. Obviously, context
awareness is central to ambient intelligent media that aims at delivering applications to end-users in
a dynamically optimal way, with the best quality possible. Context-awareness is usually implemented
by context management and the follow-on context-based adaptation. However, existing approaches
to context management: 1) are weak in supporting dynamic context capture at the deep level and in
multimodal manners that ambient intelligent media needs; 2) lack effective automatic matching
between context and media/service specifications; 3) lack commonality, such as a generic context
model, which is needed for context remembrance across applications; 4) have no consideration for
new context types, such as social context.
To support the user interaction in Smart Spaces the project will develop a model of multimodal
interaction services from an Ambient Intelligence perspective. Various pure or combined interaction

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modalities for physical objects and mobile setting will be considered, ranging from active (i.e.,
tangible objects as tools for interaction) to passive (e.g., localisation) modalities. This includes recent
interaction paradigms such as augmented reality and tangible user interfaces.
We intend to leverage on the FP6 project OpenInterface (www.openinterface.org), which produced
an open source platform for multimodal interaction prototyping and bridged the gap between
academic and industrial research. We foresee to extend the OpenInterface platform by integrating
Ambient Intelligent services that will implement dynamic selection and combination of modalities to
fit and support the ongoing context of use.
Impact
Ambient Intelligence is a widely supported and shared vision of the future of computing,
telecommunications and consumer electronics for the time frame 20102020. The key contribution
of the project is to establish middleware for network aware and efficient devices and services that
dynamically and adaptively reacts to multimodal context-based user interactions. These
development will make significant contributions at European level competitiveness as it aims at 1)
becoming a reference framework fostering standardisation and interoperability, and 2) providing a
set of primitives and components that allow rapid prototyping of applications in Smart Spaces with
Multimodal Interfaces, thusly reducing development costs.
1.2.7 Real World Management & Governance
We will have contacts with EPC Global that is leading the development of industry-driven standards
for the Electronic Product Code (EPC) to support the use of Radio Frequency Identification (RFID) in
todays fast-moving, information rich, trading networks. Verisign, and ETSI.
1.2.8 Socio-economics, Business models & value proposition for the IoT
Business Model is a concept that captures how value is created and captured in an organization
through a value proposition presented to customers (Chesbrough, 2006). However, academics and
practitioners alike often loosely refer to it as the way a company operates, for example, Magretta
(2002) refers to business models as stories that explain how enterprises work. However its first
formulation can be traced back to Porter (1985).
Even if other types of business models beyond simply selling products or buying services had been
present in markets since long (the razor-blade is probably the most common example). Was the
introduction of IT and particularly the Internet, what opened new opportunities. The paradigmatic
case has been the one of Google who managed to leverage Googles success and profit from traffic
generated by search. Google practically re-invented the field creating a lot of expectation around it.
Googles success has been more dramatic because of its ability of not only subsidizing its product, but
being able to provide it for free.
This accomplishment spurred the imagination of business from all sectors resulting in new ideas and
practices that had and are transforming not only entire sectors of the economy, but also our
conception of value.
This is why Business models are nowadays, are also a source of competitive advantage and a way to
compete in the market. Therefore, business models evolve and develop inside the firm. Chesbrough
(2006) developed a framework that considers six types of business models relating them to how
innovation is managed in the firm.

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Business Model

Innovation Process

IP Management

Type 1

Undifferentiated

None

None

Type 2

Differentiated

Ad hoc

Reactive

Type 3

Segmented

Planned

Defensive

Type 4

Externally aware

Externally supportive

Enabling asset

Type 5

Integrated

Connected to the business model

Financial asset

Type 6

Adaptative

Identifies new business models

Strategic asset

Table 1.4. Business Models types (Chesbrough, 2006).

IC technologies played an important role in the development of Business Models because of three
important reasons.
1. First, because of their capacity of lowering transaction costs, making possible aggregations
that otherwise will not be feasible to address (Teece, 1986).
2. Secondly, because of its ability to organize coordination, effectively substituting layers of
managerial structures and allowing the coordination of a large number of participants and
contributors at a negligible cost (Shirky, 2008).
3. Thirdly, because of its capacity of transforming rival goods (goods whose stock is depleted
when consumed) into non-rival. This is the case of information, books that are rival, once
digitalized become non-rival because they can be reproduced at cost zero and instantly.
We have seen the impact of these three transformations in software and in the Internet, allowing
new business models and shaping the industry. We argue that the same will be valid in the case of
the Internet of Things.
Automatic interaction and identification of customers could allow for the development of scenarios
that are simply too costly without it. Such is the case of the introduction and management of flat
rates, bonus for attention in shopping malls, customized pricing and discounts, on-the-fly promotions
or direct vendor intervention in price fixation.
A good example of how coordination has been substituted in the Internet, is the case of ads, where
agencies have lost their privileged situation as intermediaries and click rate has substituted other
indirect elements of measurement. Internet of Things can provide similar elements in the real world
using, as in the virtual, the capacity of automatic identification of customers and ads.
Also the introduction of these capabilities could lead to personalized information on products and
services to customers and professionals in a diversity of environments, from shopping malls to
hospitals. That has the potential to change not only the interaction but also the whole supply chain
and the role of the intermediaries in it.
All these opportunities, of which we have mentioned some examples, have the potential to change
economic and social interactions in the real world in a similar way that we have witnessed in the
virtual world because of Internet.

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Exploring and assessing the potential changes, and its magnitude feasibility, while providing clues to
industry participants on how to take better advantage of them are the objectives of this area of
work. Objectives that will have an impact not only in terms of research in business models and
service science but also have the potential to produce a significant contribution in the real world.
1.2.9 Event Driven Platforms in the IoT
State of the Art
In order to capture relevant changes in a system and respond to those changes adequately, a
number of formal reactive frameworks have been proposed. Work on modeling behavioral aspects of
an application (using various forms of reactive rules) started in the Active Database community a
long time ago. Different aspects have been studied extensively, ranging from modeling and execution
of rules to discussing architectural issues [PD99]. However, what is clearly missing in this work is a
clean integration of active behavior with pure deductive and temporal capabilities.
A lot of work [MZ95] [LLM98] [PKB07] [BE07] in the area of rule-based Complex Event Processing
(CEP) has been carried out, proposing various kinds of logic rule-based approaches to process
complex events. As pointed out in [BE07], rules can be effectively used for describing event patterns.
There exist a number of other reasons to use rules: Rules serve as an abstraction mechanism and
offer a higher-level event description. Also, rules allow for an easy extraction of different views of the
same reactive system. Rules are suitable to mediate between the same events differently
represented in various interacting reactive systems. Finally, rules can be used for reasoning about
causal relationships between events.
A big portion of related work in the area of rule-based CEP is grounded on the Rete algorithm
[For82]. Rete is an efficient pattern matching algorithm, and it has been the basis for many
production rule systems (CLIPS13, TIBCO BusinessEvents14, Jess15, Drools16, BizTalk Rules Engine17
etc.). The algorithm creates a decision tree that combines the patterns in all the rules of the
knowledge base. Rete was intended to improve the speed of forward chained production rule
systems at the cost of space for storing intermediate results. The left hand side of a production rule
can be utilized to form a complex event pattern, in which case Rete is used for CEP. Thanks to
forward chaining of rules, Rete is also event-driven (data-driven).
Complex Events are specified using event patterns. Event patterns consist of event templates and
event operators [LuSc08a]. For this purpose different pattern languages were proposed in the past.
The following paragraphs discuss several event pattern languages and their operators.
An early active database system offering Complex Event Processing is HiPAC [McC89]. It is an objectoriented database with transaction support. HiPAC can detect events only within a single transaction.
Global event detectors are proposed which detect complex events across transaction boundaries and
over longer intervals, but no further details are given.
The first event specification language which specified formal semantics is Snoop [CKAK94] and its
successor SnoopIB. Snoop provides the well known operators And, Or, as well as Sequence. The
remaining operators are: Not, Any, A, A*, P, P* and Plus.
Selection and consumption of events define which occurrences participate in a complex event. Both
terms are an integral part of the semantics of an event definition. Selection defines the choice of
events if there are more than one event of a required type that have not yet been consumed.
13

CLIPS: http://clipsrules.sourceforge.net/
TIBCO
BusinessEvents:
http://www.tibco.com/software/complex-event-processing/businessevents/
businessevents.jsp
15
Jess: http://jessrules.com/
16
Drools: http://jboss.org/drools/
17
BizTalk Rules Engine: http://msdn.microsoft.com/en-us/library/dd879260%28BTS.10%29.aspx
14

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Consumption is concerned with the deletion of events when they cannot be part of further complex
events.
Other approaches to event pattern languages include statements reminiscent of SQL. Two examples
are StreamSQL [Stre04] and Continuous Computation Language CCL [Cor08]. Queries in these
languages match patterns in streams instead of database tables which is the case for SQL. Queries
here are long-running and produce incremental results in contrast to SQL queries. In streaming
languages all operators can only be applied to bounded windows of events. Complex events have to
adhere to SQL schemata which prohibits nested sets, for example, an events that includes a
previously unknown number of constituents. Although the well known syntax of SQL might help with
the adoption of these languages, e.g. a seamless integration of an action part seems hard to
accomplish.
Innovation
Event-condition-action (ECA) rules are considered as an appropriate form of reactive rules. However
their use as reactive rules may be very unpredictable with respect to their intended semantics
[Kif2006]. In general case, execution of an event may trigger other events, and these events may
trigger even more events. There is neither guarantee that, such a chain of events will terminate, nor
that states (through which a reactive system passes) are valid.
Further on, two reactive rules with the same execution priority may lead the system to two different
states of the whole system. The system cannot be in two states at the same time. Therefore a rule
base needs to be confluent (i.e., two rules triggered in an initial state lead the system, not to two, but
to a single final state, regardless of the order which any subsequent simultaneously triggered rules
are selected for firing). The next issue is the rule ordering (i.e., two rules may produce different
effects if the first rule is scheduled before the second and vice versa). Confluence, ordering, and
similar issues have been recognised and extensively discussed in the area of Active Databases
[Pat1999]. Many different policies are proposed there for solving the issues (e.g., policies for
termination, priority and ordering, policies for resolving conflicts etc.).
We believe that semantics of complex relationship inside of an ECA rule, and between rules, should
be described formally. In this way, we would establish control mechanism in an ECA system by means
of logic rather than by many policies. Instead of a policy interpreter we would use reasoners to keep
control in reactive systems.
Instead of logic that may be used for reasoning in some particular state, rather we propose a logic
that offers reasoning over all states (which the system goes through). The purpose of such a
mechanism is to control state-changing actions, keeping the system always in a consistent state. By
executing a set of complex ECA rules, the system changes its states. In this transition, every state in
which the system enters, needs to be a legal state. However if the inference engine, searching for a
possible execution path, enters to an illegal state such a state-transition should be rolled back. In this
way, automated execution of reactive systems should be also controlled in an automated manner.
Therefore we see logic as a viable mechanism to implement such next generation reactive systems.
Further on, our approach is completely put in a logical framework where the same formalism is used
for all the three part (event, condition and action). This is very important property since we can
reason not only about actions (as in [Beh2006]) or only about events (as in [Bry2007]), but about all
three parts of an ECA rule as well as over the whole rule set. This will further allow for discovering
new relationship between events, condition and actions. For instance, we will be able to define a
composite event with respect to, not only atomic events, but atomic events and actions (e.g., eventA
triggers if eventB happens just after actionC or in the middle of a complex actionD).
Therefore, this approach will enable more intelligent processing of event streams, that will support
detection of more complicated situations, like detection of unusual situation, or proactive alerting
about interesting situations that will happen in the near future.

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Impact
The overall vision for event processing in IoT4ALL is very ambitious: to support more efficient
management of event driven applications, by taking into account that some very strong research
results (especially from Active database) are achieved and the industry already started with the
adoption of event driven applications. However, in Iot4ALL we challenge several of the premises that
these results are based on:
1) ECA (event-condition-action, such as it is) model is too simple presentation of the (intelligent)
event processing nature, since it does not correspond directly to the way people are reacting on
events: Observe SITUATION, Orient in CONTEXT, decide about ACTIONS, Do (actions);
2) Context plays an important role in even driven applications and the role of an efficient context
detection process is inevitable for the efficient event processing;
3) A unified mechanism for formal representing all phases in the reaction cycle is needed for
efficient event processing.
All these issues are missing in the scientific literature, which ensure, if planed results are achieved, a
significant impact on the research community. IoT4ALL provides excellent research solutions
(methods and tools) for them, based on a novel conceptual model for events and conditions (i.e.
situation and context), which is well founded in transactional logic that has a scalable
implementation. In fact, we can go a step further and say that by using a richer conceptual model for
describing reactions on events, we are not any more talking about simple processing of events, but
rather about the management of a very valuable knowledge asset of every company (system), i.e.
knowledge how to react (make decisions) in event-driven situations.
Finally, we are aiming to the new generation of the event processing platforms which will not just
process, but reason about event streams, which is of the paramount importance for the Internet of
Things applications, since they will be not only passive processors but intelligent actors in the Future
Internet. Additionally, we will consider existing and ongoing standardization efforts for rule
interchange on the Web, such as the Rule Markup Language (RuleML, www/ruleml.org) and Rule
Interchange Format (RIF, www.w3.org/2005/rules).
References
[Ada06] Raman Adaikkalavan and Sharma Chakravarthy. SnoopIB: Interval-Based Event Specification
and Detection for Active Databases . Data Knowl. Eng., 59(1):139-165, 2006.
[Beh2006] Behrends E., Fritzen O., May W. Schenk F. Combining ECA Rules with Process Algebras for
the Semantic Web. RuleML, 2006.
[BE07] Franois Bry and Michael Eckert. Rule-based composite event queries: The language
xchangeeq and its semantics. In RR. Springer, 2007.
[Bry2007] Bry F., Eckert M. Towards Formal Foundations of Event Queries and Rules. Second Int.
Workshop on Event-Driven Architecture, Processing and Systems EDA-PS, 2007.
[CKAK94] S Chakravarthy, V Krishnaprasad, E Anwar, and S Kim. Composite events for active
databases: Semantics, contexts and detection. In VLDB, 1994.
[Cor08] Coral8 CCL Reference, Version 5.2, Online Resource
http://www.coral8.com/system/files/assets/pdf/5.2.0/Coral8CclReference.pdf
[For82] Charles L. Forgy. Rete: a fast algorithm for the many pattern/many object pattern match
problem. Artifcial Intelligence, 19:17-37, 1982.
[Gal02] Antony Galton and Juan Carlos Augusto. Two Approaches to Event Definition . In DEXA '02:
Proceedings of the 13th International Conference on Database and Expert Systems Applications,
pages 547-556, London, UK, 2002. Springer-Verlag.
[Kif2006] Kifer M., Bernstein A., Lewis P. Database Systems - An Application-Oriented Approach.
Addison-Wesley Longman Publishing Co., Inc., 2006.

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[LLM98] Georg Lausen, Bertram Ludscher, and Wolfgang May. On active deductive databases: The
statelog approach. In ILPS97, 1998.
[LuSc08a] David C. Luckham and Roy Schulte. Event Processing Glossary - Version 1.1. Online
Resource. http://complexevents.com/2008/08/31/event-processing-glossary-version-11/, July
2008. Last visited: October 2009
[McC89] Dennis McCarthy and Umeshwar Dayal. The architecture of an active database management
system . In SIGMOD '89: Proceedings of the 1989 ACM SIGMOD international conference on
Management of data, pages 215-224, New York, NY, USA, 1989. ACM.
[MZ95] Iakovos Motakis and Carlo Zaniolo. Composite temporal events in active database rules: A
logic-oriented approach. In Deductive and Object-Oriented Databases. Springer-Verlag, 1995.
[Pat1999] Paton N. W., Daz O. Active database systems. ACM Comput. Surv. ACM, 1999.
[PD99] Norman W. Paton and Oscar Daz. Active database systems. In ACM Comput. Surv. ACM,
1999.
[PKB07] A. Paschke, A. Kozlenkov, and H. Boley. A homogenous reaction rules language for complex
event processing. In International Workshop on Event Drive Architecture for Complex Event
Process. ACM, 2007.
[Stre04] StreamSQL Guide. Online Resource http://streambase.com/developers/
docs/latest/streamsql/index.html
1.2.10Service & Cloud Platforms for the IoT
State of the Art
Cloud computing has evolved from a futuristic technology into a commercially viable alternative for
companies in search of a cost-effective storage and server solution. It comprises an emerging
infrastructural model through which users can gain access to their applications from anywhere,
through any connected device. What it aims at is allowing for the efficient and effective management
of large numbers of highly virtualized resources as one single resource. In order to achieve this,
numerous techniques, technologies and methods are incorporated including resource management,
trust enabling, data management, among others.
In the case of IoT4all, the main objective for introducing cloud computing is to enhance the IoT
infrastructure with computing and storage capabilities by providing access to a cloud of resources
that will facilitate the IoT framework to boost its computing and storage capacity as well as address
non-functional requirements such as scalability, robustness and quality of service.
As has been mentioned before, instead of developing and implementing a brand new set of and tools
from scratch, IoT4All aims to focus on the convergence and improvement of existing technologies
and platforms in order to provide a federated IT infrastructure that will constitute a powerful
framework for IoT. In the case of Cloud platforms, rather than developing a new Cloud platform in
order support the computing and storage requirements of IoT, existing platforms will be evaluated
and weighed against the functional and non-functional requirements of IoT technology as a whole as
well as the specific demands of the pilot applications.
These platforms currently incorporate various techniques and technologies for offering dynamically
scalable and often virtualised resources as a service over the Internet, including resource
management, discovery and scheduling mechanisms, Service Level Agreement (SLA) management,
security, data management, portals, among others. Service Level Agreements (SLA) are bilateral
contracts between the consumer and the provider of a service setting out the terms and conditions
the two parties have agreed upon and, optionally, specifies how the usage of the service is priced. In
Cloud environments, SLA contracts comprise a powerful mechanism that Service Providers (SP) may
use to offer strong Quality of Service (QoS) guarantees to potential customers and are generally
considered to be one of the most vital factors for commercial Cloud applications.
As a result most Cloud platforms have provision for the whole lifecycle of Service Level Agreements
[BON07] [ROS09]. This includes negotiation of the agreement between the two parties [HAS07],

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monitoring of the resources in order to ensure conformance to the terms [SAH03], evaluation of the
monitoring results and corrective actions in case of violation [KAR09]. In some cases, SLAs can be
used for charging customers for resource usage [HAS07] or for imposing penalties [KOS08] to the
provider for not delivering the promised level of service. Thus, SLA management comprises a
complex task as it needs to take into account and consequently depends on several factors such as
network reliability and availability, system behaviour, external dependencies and even unexpected
events.
The dynamic, collaborative and complex nature of IoT poses even stricter requirements for the
provision of the requested functionalities through combined services. Service discovery comprises
one of the key building blocks of Cloud computing platforms. Its complexity lies on the fact that
during this process not only the services that offer the requested functionalities need to be
discovered, but also the underlying resources resource discovery on which these services are
running need to be taken into account based on the agreed-upon SLA and the requested QoS. With
service composition climbing high on the hierarchy of required mechanisms for facilitating the IoT
requirements, service discovery needs to be built upon highly expressive service and resource
querying mechanisms encapsulating and aiming at requested QoS and resource usage optimisation
at the same time. Current resource discovery and management mechanisms require further
advancements before being able to meet the high IoT demands. The Monitoring and Discovery
Service (MDS) from Globus Toolkit [MDS09] is a set of web services for monitoring and discovering
distributed resources. Nevertheless, MDS does not offer the flexibility and functionality offered by
UDDI [UDDI09] for service discovery. Still, UDDI lacks the required flexibility for registering and
managing stateful resources. In general, current solutions are far from being mature enough to
provide the basis for the IoT due to the dynamic nature and status of resources which in these
approaches are dealt with as static entities, technical constraints and geographical limitations such as
autonomous, heterogeneous resources, geographical dispersion of resources, large number of users
and large distributed networks, availability status of resources and different technology policies.
Innovation
In IoT4All, SLAs will be used in order to establish a level of trust between the owners of the
cooperating platforms by setting out the terms upon which the cooperation between the involved
parties will be based. The expectations of all parties in terms of performance guarantees and
implications in case of non-conformance to the agreement will be investigated and balanced in order
to choose the most suitable SLA Management framework. What is more, the SLA Management
mechanisms will be adapted to the special requirements of the IoT context. Both the general
framework of IoT as well as the particular requirements for the pilot applications will be taken into
account in order to define the QoS parameters that make sense in that particular context. Within this
context, research will focus on dynamic negotiation (through re-negotiation) based on context and
aiming at keeping the optimal balance between meeting the requested QoS and achieving resource
usage optimisation. Moreover, QoS and QoE within the IoT will be further analysed in order to
provide enriched SLA templates. Given the complexity of the IoT and the variability in the underlying
resources, services, applications, systems, and things, special focus will be given on end-to-end SLA
monitoring and the development of corrective mechanisms based on well-specified policies, whereas
existing billing policies will be adapted in order to encompass QoS, QoE, penalties and satisfy the
commercial aspects of IoT.
Reputation management will also be considered as another approach for trust establishment and
management. Different perspectives of reputation can be met. Sabater and Sierra [SAB05] note that
reputation can only be based on what the other agents say about the agents behaviour, whereas
Abdul-Rahman and Hailes [ABR00] mention that reputation can be viewed as an expectation about
the behaviour of an agent based on information about it or observations of its past behaviour.
Within this context, reputation management will be investigated at various levels within the IoT,

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including computational and data resources, services, systems and things and will form an indirect
means of trust establishment and management.
In order to meet the dynamic and demanding nature of continuously evolving applications, work
within IoT4All will also focus on introducing innovative resource discovery and management
techniques. One of the main challenges within IoT4ALL will be to treat resources as dynamic entities
which are able to adapt on the applications requirements. Thus, based on pre-defined policies and
the application-specific requirements, resources (including data, services, things) will be able to selforganise and self-manage in order to serve the demands of the application. Moreover, research on
resource discovery will focus on advanced multiple resource discovery at different contexts.
Resource discovery and management will be tightly bound to the objective of achieving resource
utilization optimisation and meeting QoS expectations. For this reason, advanced resource
monitoring techniques will be applied which will monitor resources and services. These techniques
will monitor resource usage, overall function and will retrieve information on energy consumption.
This information will be fed to advanced models which will describe the behaviour of the resources
and the services and will further enhance the resource discovery and resource self-management
processes.
Impact
The IoT4ALL Service and Cloud Platform is expected to offer a key set of mechanisms which will
facilitate the IoT computational, communication and storage needs. By incorporating efficient SLAdriven QoS-aware service discovery, composition and management and resource utilization
optimisation mechanisms and by enabling end-to-end SLA monitoring, trust aggregation and
reputation management as an indirect means for trust establishment, the proposed platform aims at
comprising a dynamic, scalable, robust and trusted infrastructure able to support the dynamic,
collaborative and complex nature of IoT and the delivery of customisable high added value services.
Given the clear focus for facilitating business solutions, provision for the whole SLA lifecycle with
special focus on SLA evaluation and billing policies will further boost the adoption of IoT in the
business world through a more robust trust establishment and management approach. It should be
noted that the proposed platform will also facilitate the sustainability awareness perspective of the
IoT4All platform, by monitoring the available resources energy consumption and by incorporating
the latter into the multi-parametric resource usage optimisation mechanism.
References
[BON07] Boniface, M. J., Phillips, S. C., Snchez-Mcian, A., Surridge, M., Dynamic Service
Provisioning Using GRIA SLAs. ICSOC Workshops 2007: 56-67.
[ROS09] Rosenberg, I., Juan, A. Integrating an SLA architecture based on components, BEinGRID
White Paper, 2009.
[HAS07] Hasselmeyer, P., Koller, B., Kotsiopoulos, I., Kuo, D., Parkin, M., Negotiating SLAs with
Dynamic Pricing Policies, Service Oriented Computing: a look at the Inside, SOC@Inside'07, 2007.
[SAH03] Sahai, A. Graupner, S. Machiraju, V. van Moorsel, A., Specifying and Monitoring Guarantees
in Commercial Grids through SLA, Proceedings of the 3rd IEEE/ACM International Symposium on
Cluster Computing and the Grid, CCGrid03: 292-299.
[KAR09] Kardara, M., Konstanteli, K., Aisopos, F., Andronikou, V., & Varvarigou, T. (2009). A
Subscription and Notification Mechanism for Dynamic SLA Evaluation in GRIA. E-Challenges 2009.
[KOS08] Kosinski, J., Radziszowski, D., Zielinski, K., Zielinski, S., Przybylski, G., Niedziela, P., "Definition
and Evaluation of Penalty Functions in SLA Management Framework," Fourth International
Conference on Networking and Services (icns 2008), pp.176-181, 2008
[MDS09] MDS, http://www.globus.org/toolkit/docs/4.0/info/key-index.html
[UDDI09]
UDDI,
http://www.oasis-open.org/committees/uddi-spec/doc/spec/v3/uddi-v3.0.220041019.htm

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[ABR00] Abdul-Rahman A., Hailes., S., Supporting trust in virtual communities. In HICSS 00:
Proceedings of the 33rd Hawaii International Conference on System Sciences, IEEE Computer Society,
(6): 6007, Washington, DC, USA, 2000.
[SAB05] Sabater, J., Sierra, C. Review on computational trust and reputation models. Artificial
Intelligence Rev., 24(1): 3360, 2005.
1.2.11Service Front-end & Collaboration Platforms for the IoT
State of the Art
According to the European Commission18 the software technologies that will be developed for the
Future Internet put the user at the centre of attention. The projects classified in "Service Front Ends"
share the aim of empowering users to do things which they cant currently do with software
technology
In FP6 the above issues have been mainly addressed by the Collaborative Working Environments
projects, whose main goal was to develop next generation collaborative working environments,
thereby increasing creativity and boosting innovation and productivity. These environments should
provide collaboration services to make possible the development of worker-centric, flexible, scalable
and adaptable tools and applications. This will enable seamless and natural collaboration amongst a
diversity of agents (humans, machines, etc) within distributed, knowledge-rich and virtualized
working environments. Professional virtual communities and nomadic personal access to knowledge
should be supported. One of the major initiatives undertaken by CWE projects was the
establishment of an Open Collaboration Architecture19 (OCA) Working Group, whose mission is to
define the foundational architecture to enable a world-wide interoperable collaboration
infrastructure, supported by Collaboration@Rural, CoSpaces, EcoSpace, Laboranova, NEPOMUK,
WearIT@Work projects.
Current FP7 Service Front Ends (SFE) projects can be classified into three major categories:
1. Creation of services by the end-user (projects FAST and M:Ciudad) - Web 2.0 is the trend in
the use of internet technology that aims to facilitate creativity, information sharing, and,
most notably, collaboration among users. Going beyond this, research into "Service Front
Ends" aims to enable users to adapt, customise and control services according to their needs
2. Supporting users that are on the move (projects Persist, OPEN) - Users are increasingly
mobile and require wire-free and nomadic access via a growing number of diversified
communications devices and appliances
3. Methodology for developing user interfaces for service oriented applications (project
ServFace) Focusing on the software developers, the goal is to provide them with a
methodology and tools to develop consistent user interfaces for applications developed in a
service oriented manner.
More recently a SFE Open Alliance has been founded by a group of industries and research centers.
The objective of the Open Alliance on Service Front Ends20 is to set up an open global alliance
aimed to effectively deliver:
a common vision on the technologies and architecture associated to Service Front Ends in
the future Internet of Services
open specifications and, potentially, open source reference implementations of components
in the envisioned architecture

18

http://cordis.europa.eu/fp7/ict/ssai/service-front-ends_en.html
http://www.oca-wg.org/
20
http://sfe.morfeo-project.org/
19

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Current members include large companies (Telefonica, SAP, Telecom Italia), Universities (Politecnica
de Madrid, TU Wien, etc...) and Research Centers (FhG ISST, ISTI, etc..)
According to their vision, Internet users are expecting that the Web will support their daily life
becoming the front-end through which they will get access and mix services (either application
services, content/data delivery services) which are truly useful for them, matching their needs at any
moment, in a context/knowledge-aware manner.
In their manifesto21, the SFE Open Alliance highlight the following current problems:
1. users do not have tools that facilitate the integration of available services into applications
that effectively support their daily processes.
2. supporting full context-awareness is still an undelivered promise.
3. users do not have tools that enable them to share the processes they have implemented with
other users
4. trying to evolve towards a Service Oriented Economy will need a necessary paradigm shift
from selling products to offering services.
The SFE Open Alliance thus identifies the following principles for future SFE projects to go beyond
State of the Art:
1. End-users have to be fully empowered, so they are able to setup their own web access point to
content and application services by means of picking and assembling web resources (e.g.
gadgets) available on the Internet ("LEGO" philosophy).
2. Active participation in the future Internet has to be enabled by allowing the end users to
create the applications as well as gadgets they want to provide. Sharing and exchanging
knowledge, gadgets and applications with others is seen as an accelerator to the adoption of
innovations,
3. Interaction must be seamlessly adapted and relevant to context at any time, giving the term
"context" the widest possible meaning,
4. Access to sustainable business marketplace of services must be supported
5. Trust and reputation mechanism must be supported
Their vision is represented by the following picture:

Innovation
In IOT4All we will innovate SOTA in the following areas:
The extension of the SFE concept to the IoT: an IoT-oriented SFE needs to provide users with
special services for Real World events and actions, such requirements are not taken into
account while working with classical digital services. Current SFE solutions risk to fail
making the wealth of knowledge generated by Things available for users, especially nomadic
and mobile users
21

http://sfe.morfeo-project.org/wp-content/uploads/2009/05/sfe-open-alliance-manifesto-v2-09-05-12-final.pdf

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By enabling the concept of Thing-to-Thing collaboration, thanks to the generation of


workspaces for Things and not just for human users. In fact, the IoT will pose additional
challenges for Things to be enabled to work with other Things, i.e. to be able to generate
their workspace, mostly made of services and not of Human-Computer Interface primitives
Such innovation will be made possible thanks to the development of an Open Collaboration
Architecture, leveraging on the previous work of the OCA working group22, and thanks to the
development of innovative IoT Open Collaboration Services, which will enable the current socialknowledge-business collaboration paradigms accessible by Things
Impact
Thanks to the new concept of SFE for Things and Thing-to-Thing collaboration, the Internet of Service
will be dramatically extended and expanded by the presence of trillions of things. Humans will be
able to collaborate with Smart Objects and Sensors Networks to find a solution of a diagnosis
problem or to find the optimal itinerary for some perishable goods or to take the best decisions in an
assistive or emergency management scenario.
Moreover, the proposed solution will enable Things to communicate and to access needed services:
for example, what services could be accessed at a certain instant by the Intelligent Car to find
diagnosis hints and solutions? Or what services could be accessed by the Smart Container to report
an anomaly in the itinerary or to double check some policies and rules?
For instance, services which would allow the creation and govern of a virtual community of cars
(social); services which would allow the representation and sharing of multimedia material among
Things (knowledge); services which would allow the set-up of a virtual organization of Things,
humans, companies to face business opportunities (business).
1.2.12Semantic Reasoning in the IoT
Semantic Knowledge Management using Production rules is looking for mechanisms and models to
formalize and reason with domain knowledge using logic and logical inference. Production rules
reasoning system makes use of an inference engine in which the condition part of the rules are
unified with the facts proper to the system. The production rules paradigm conforms to the classic
if/then rule format. If the unification is successful, the corresponding rule fires and new
knowledge (inference) is derived by executing the operations proper to action part (the
consequent) of the rule. It is then obvious that the inference engine plays a central role in any system
that makes use of business rules according to the production rules paradigm. Moreover, we can note
that independently from the specific business rules applications rules and production rules
play a fundamental role in many other scientific/technical domains.
In these last years, we observe an explicit adhesion from researchers to the semantic web
community projects (ontology research field and reasoning on the web), and the standardization
efforts (R2ML, OWL). For example, interoperability is one of the primary goals of the Semantic Web
research and the work on rules and on their standardization represents a key move towards the
realization of that goal, eg it is used for the discovery and the composition of web services using the
CLIPS rule engine. Discovery is realized through the matching between semantic search queries and
OWL-S descriptions of Web services, and composition algorithm is based on the rules which are
considered as composite services or template where the premise part of a rule contains a set of
conditions.

22

http://www.oca-wg.org/

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But, the weak support tools for the development of rule bases requires seriously to find new ways to
standardize and enhance rule languages that allows to cope with IoT semantic knowledge
management and reasoning issues. For example, the lack of the notion of variable in OWL makes it
very difficult to rely on the W3C languages in their native form to build up real inference engines
for rule processing. For practical applications, especially in the IOT industrial context, a solution to
the problem of finding an efficient rule engine for executing the so-called business rules consists
then in making use of expert systems tools like JESS. However, the situation in the Semantic Web
rule domain is still particularly moving, in spite of the emergence of several reasoner like RACER,
Pellet, Fact++, KAON, JENA, Hoolet and so on that, all based on the weak inference by inheritance
reasoning paradigm, can only solve, in practice, the most common classification (subsumption)
problems. We can also note that, in a strict W3C languages OWL, RDF(S) context, building up true
rule systems is a really complex task given that i) on the one hand, the lack of the notion of variable
in OWL makes it impossible to rely on this language in its native form to build up real inference
engines for rule processing, and ii) on the other hand, no support for rules and rule processing has
been introduced in the standard descriptions of these languages at the time of their conception. The
consequence is that the whole Semantic Web rule domain seems to be in an early stage of
development. Languages like the Semantic Web Rule Language (SWRL) all based, roughly, on
extensions of the inferential properties of Horn clauses and (Unary/Binary Datalog) to deal with
OWL-like data structures appear to be, for the time being, as quite limited with respect to the range
of their possible applications and particularly complicated to be used in practice. In this paper we
propose a rule language along with a knowledge representation model called Semantic Micro
Concept, to write business rules for the management of objects in a closed and industrial
environment. Our proposition is motivated by the fact that we need to recover to some issues
related, for example, to the efficient handling of syntactic/semantic structures in business rules,
handling properties with multiple values; interoperability between heterogeneous management
systems, etc.
The first ambitious RTD objective concerns the proposition of reasoning templates that allows the
existence of Intelligent and smart things with reasoning capabilities and decision making processes,
which makes call to production rules in order to derive high level and complex facts or react by
launching a task concerning the semantic of a particular situation. The reasoning system will makes
use of semantic knowledge modelling capabilities and matching mechanisms regarding production
rules and the description of IOT things. The innovation behind semantic web is the use of AI based
reasoning mechanisms to support uncertainty of collected facts and to optimize the composition and
matchmaking processes.
The second ambitious, RTD objective of Iot4all in the reasoning part, consists in trying to build a
complex events inference framework where it is possible edit complex rules written in a (sort of
controlled) business oriented natural language that can bed converted on the shelf into an
executable format like that proper to R2ML, DROOLS or JESS. This is the option chosen, e.g., by
Graham Witt who is actually publishing a series of articles about A Practical Method of Developing
Natural Language Rule Statements in the Business Rules Community journal. It is also the option
that we will propose some concrete solutions in the NL Business Rules domain.

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1.3S/T methodology and associated work plan


1.3.1 Introduction to the IoT4All Architecture
The 4 dimensions23 of the IoT hypercube are the Real World Dimension (RWD), the Digital World
Dimension (DWD) and the Socio-Economic World Dimension (SEWD), and last but not least the
sectors and targets that this hypercube is targeted to, thus the spherical dimension surrounding the
hypercube is what we call the fourth dimension.

23

"An attempt at visualizing the Fourth Dimension: Take a point, stretch it into a line, curl it into a circle, twist it into a sphere, and punch through the
sphere." Albert Einstein

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1.3.1.1 The Real World Dimension


Motto: Every Thing is Smart
From IoT Technologies to IoT Space: the foundational technologies for the IoT (wireless sensor
networks, microchips, active RFID, communication protocols) should be available for all and not the
subject of self-referencing research. In the Smart Spaces, enabled by the IOT4ALL architecture and
middlewares, human users are immersed in the real & virtual world and enabled to interact with it.

The Real World Dimension exhibits a real heterogeneous, interoperable and evolutionary world of
inter-connected computers, inter-connected mobiles, inter-connected people, inter-connected
sensors/actuators and inter-connected objects with identities.
In particular, among these not just smart products/systems provided with advanced active
identification technologies, but also self-organizing sensor networks able to maximize effectiveness
by minimizing energy consumption and data storage needs, as well as smart objects and devices
provided with advanced communication and reasoning capabilities (i.e. the intelligent fridge, the
intelligent car, the intelligent home), as well as integrated working-entertainment-home
environments where humans, provided with smart and wearable devices, could interact with the IoT
(Ambient Intelligence).
Virtual Worlds are also belonging to this space, as emotional experimental facilities characterized by
shifting in time (past reconstructions, future projections) and/or extension in space of our
experience.

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1.3.1.2 The Digital World dimension


Motto: Every Thing as a Service
From Software Platforms to Knowledge/Experience : federated, open and trusted (F-O-T) platforms
are the basis for the Future Internet. In the IoT, particular importance is given to service/cloud
platforms, event-driven platforms and service front-ends platforms. The IOT4ALL architecture and
middlewares will be able to transform the data and information sensed and gathered from the real
world into knowledge and experience useful for all, and for the innovative socio-economic
applications in particular.

Knowledge

Architecture
&
MDWs

Events & Services

Eventdriven
platform
Service
and Cloud
Platform

Digital
Dimension

FrontEnd
Platform

The Digital World Dimension contains the two main blocks of services and events where services are
established & provided, events generated & filtered, actuations inferred & controlled, knowledge
generated & transmitted, Reasoning implemented & explained, by means of an open, secure and
privacy-preserving IT infrastructure, enabling the interoperability of Enterprise Collaboration
Platforms, Enterprise Applications Clouds, Distributed Manufacturing Facilities and Global Service
Delivery Platforms. Such a federated interoperability will be implemented by a next generation
flexible and self-adaptive Business Process Management Systems encompassing services-eventsactions life-cycle management, adhoc-mediated-planned collaboration forms, decisional-innovationautomation cross-organizational workflows, individual-team-community oriented front-ends and
workspaces, deterministic-stochastic-fuzzy behaviours.

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1.3.1.3 The Socio-economic World dimension


Motto: Every Thing is a User
From Innovative Applications to Democratic Governance: the IoT revolution should impact the
socio-economic world; otherwise it is just a useless exercise by few experts. The major innovation in
this respect is the fact that things must become protagonists of our life and in particular become
users of our daily software applications. Cars could by themselves take part in the diagnosis and
maintenance programs; parcels and containers could self-plan and schedule their shipment and
distribution along the supply chain; home appliances in smart spaces could detect anomalous events
and help physicians in the assistive and recovery tasks in the presence of elderly or disabled. The risk
of such an invasion by things into our socio-economic world is some kind of anarchy. We need new
business models and governance rules, which on the one side will give order to this potentially
chaotic environment, on the other side will preserve the inherent democratic and participative
attitude embedded in the IoT concept.

Availability
ubiquity and
simplicity
Energetic and
economic
sustainability
Security
privacy and
Trust

Business & Social

Architecture &
Conceptual

Governance

SocioEconomic

The Socio-Economic World Dimension, not confined to the business-oriented manufacturing and
product + service life-cycle, but extended to citizens wellbeing and quality of life, where the IoT
revolution will stimulate the birth of novel business, social and knowledge software applications.
Next generation Enterprise Applications will have on the one side direct real time connections with
the real world, assuring a prompt and adaptive reaction to events and safe and secure actuations; on
the other side they will implement their workflows as loosely coupled orchestrations of services
provided by F-O-T platforms. The Socio-Economic dimension will also address the challenges of
provisioning, management and governance of these next generation applications, guaranteeing the
proper levels of data protection, privacy and AAA security.

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1.3.1.4 The Architecture & Middlewares block


Motto: Every Thing is Experience
At the center of this IoT Hypercube it is the architecture and the middlewares that provide the
glue/interoperability between the edges of the cube. Consequently, the not yet established,
implemented and standardized architecture of the Internet of Things is at the heart of this project.
The interoperability of the three dimensions will be guaranteed through an appropriate architecture
addressing:
The IoT architecture enables that information and experiences (e.g. sensor data) are processed and
transformed into services, events and actions. For doing that we need a co-operation of different
digital platforms: service delivery platforms, event driven platforms, actuation control platforms,
knowledge management platforms, context-driven intelligent reasoning platforms, human-things
interaction platforms. All of them need to be FOT platforms: Federated (not just interoperable, but
collaborative), Open (respecting standards and offering open interfaces) and Trusted (where security
and privacy issues are managed transparently according to agreed policies).
In particular there is the need for a Business-IT upper-ware (i.e. the connection between socioeconomic and digital worlds) to allow IoT- derived knowledge to influence the innovative socialknowledge-business
applications;

There is the need for an IT-Reality middleware (i.e. the connection between digital and real worlds)
to allow relevant field events to be considered and to address commands to the relevant field
actuators.
And there is the need for a Business-Reality cross-ware (i.e. the direct connection between socioeconomic and real worlds) which in some cases is able to seamlessly cross the digital world and
directly connect the IoT with the Enterprise Environments, i.e. to immediately report serious events
to the decision makers and to instantaneously actuate urgent commands from the decision makers
to the real world.
Ultimately information extracted from the Real World and transformed into knowledge in the Digital
World is then ready to be contextualized in innovative Socio-economic IoT-based applications, to be
used for everyday life experience and/or business decisions.

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1.3.1.5 The fourth dimension


Scenarios
This spherical dimension surrounding the converging architectures is the application to real sectors
and domains. For that purpose we are trying to cover a full range of applications that could
potentially cover all the aspects of the business and society range of sectors. In particular, we are
going to develop:

1) Storyboard of self-repairing car scenario


FIAT will apply the IoT4all architecture to the Automotive Application, enabling the collaboration
between on-board systems, neighbouring objects to the vehicle and remote external services. It is
based on web-services and integrates elaborated mechanisms to support recovery processes.
The flexible process management system is based on adaptive and self-healing web-service
composition mechanisms, to support recovery execution when basic on-board recovery cannot
proceed correctly. It is based on cause-action mechanisms, identifying faulty or degraded services,
and adjusting the process execution through dynamic planning mechanisms in order to reach the
repair process goals. Such flexibility allows managing many types of exceptions in processes and
raises demanding research questions since web services have both permanent and transient faults.
A service-based gateway towards the electronic control units (ECU) of the car will be created, and a
high-level repair management system based on processes composed of web services will be
provided, coordinating the collaboration and interaction between:

On-board OEM devices, such as ECUs,

On-board specific diagnostics and maintenance systems

On-board/ off-board objects, in the neighbouring cloud to the vehicle, with different level of
intelligence, sensing, memory and communication capabilities, such as infrastructure
equipment (e.g. sensors embedded in the road), RFID tags (e.g. attached to the vehicle
components), incoming vehicles providing additional data (related e.g. to traffic, road status,
environmental conditions), professional or customer devices (e.g. PDAs, smart phones
providing further data to understand context and causes)

The driver of the vehicle equipped with human-machine interface, to provide additional
input and support for interaction;

External services.

Such high-level recovery processes will assist the car and the driver on the road to recover from
situations which might be annoying for the driver, such as continuous alarms for minor faults while
driving, or blocking the car even when failures are not critical for safety. They will provide interaction
with repair shops, remote assistance, advanced diagnosis, and software upgrades.

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The goal is to prevent specifying handlers for all possible exceptions in the processes, through a
flexible on-board execution mechanism of such processes with a self-healing and adaptive behaviour.
The following paragraph describe the likely story of a professional user of the IoT4all industrial
platform:
The Automotive application settings is the usage phase of the lifecycle of Smart Products. In this
scenario, Smart vehicles are equipped with Blue&Me, a on-board telematics platform able to
interact with the driver through vocal and textual channels, with neighbouring objects and services
through wireless channels and remotely with external service providers.
Michael is a deliveryman for a florist. He usually uses a brand new IVECO Daily (still under warranty).
For planning and optimising his deliveries, he needs a constant availability of the vehicle and would
appreciate to be warned of any incoming failure.
When receiving the vehicle, Michael has asked for a constant monitoring of the vehicle status,
consumption and use over the complete life of the vehicle. As a counterpart for driving data to be
recorded, he has access to different services, in particular the online diagnostics and recovery.
Figure 1. The IoT4all Smart Vehicle (IVECO Daily)
Today Michael begins around 9.00 his daily delivery tour of Piedmont: he is delivering in an area
North-East of Turin, up to 150 kms from Turin. Entering the vehicle Michael is automatically
identified: with his ID and rights, he has access to all functionalities of the vehicle, which becomes an
extension of his office.
As Michael turns on the key, the vehicle welcomes him and the body computer performs the usual
check-up of the vehicle and components health, interacting through the vehicle wired networks with
on-board electronic control unit (ECU). Major pieces of information are resident in the vehicle or
available in central databases[1]: Vehicle identity (VIN), Updated structure of the vehicle (BOM),
Maintenance history (planned/ unplanned interventions, components substitution, date and place),
Version of software for ECUs. Through the Blue&Me, added critical information is retrieved
wirelessly: the pressure of tyres using dedicated sensors; the availability of spare wheels using
embedded smart tags; the destination list from the PND; the type of goods in the vehicle.
While travelling, the Blue&Me gets access to information coming from other vehicles or from the
infrastructure and embedded in tags and systems along the road. In this case, an RFID located inside
a road sign warns of road works for the next 500 m. The vehicle proactively initiates a recording of
some driving parameters and in particular the vibrations in the engine compartment[2]. Shortly after
the road works, the vehicle registers a series of error on the dashboard display and in the electric
network. The Blue&Me interacts vocally with the driver to evaluate if he had noticed a problem
related to the display. In fact Michael had noticed the on-going blinking of the headlights warning
light. As the Blue&Me, in collaboration with the body computer do not spot any other major
dysfunction, they advise Michael to go on.
While Michael continues his journey, the Blue&Me interacts with the remote servers and other
vehicles to understand if the problem has occurred in the same context for similar vehicles.
Smart Product (Blue&Me): ok, we see the problem: most probably a parking sensor is loose,
probably caused by the vibrations and the bad road conditions. No actions should be taken
for now, as it does not create any safety problem but mention the problem tonight to your
fleet maintenance operator. I will do it as well on my side, so that they book one hour and
check of they have a spare sensor.
[1]
[2]

using the VIN.


and also in the trailer.

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Michael: ok, thanks. Ill do that.

Halfway back to Turin, around 17.00, the dashboard lights twinkle and then switch off. Michael stops
at the nearest emergency area and activates the Blue&Me for diagnosis.
Smart Product (Blue&Me): well try together to recover from here. But just in case I have prealerted the nearest workshop with your model of dashboard. They also have somebody to
work on it tonight. If they stick to the official timing for maintenance it should not take more
than 90 minutes for substitution.

Michael: thanks, proceed with the onboard recovery.

Smart Product (Blue&Me) (after the operations): together with the IVECO central server for
remote update, we have managed to recover the lights. You can safely proceed to the
workshop we had mentioned. Costs will be charged on IVECO.

Michael: super. Ill do that.

Finally Michael arrives at the selected workshop. The Blue&Me identifies it and proactively transfers
via WI-FI the ID of the vehicle, the relevant data for diagnosis, both pre- and post-failure, the history
of maintenance and repair and other contextual data.
Registration is reduced to handing over the keys and signing the approval for maintenance. Actually
the vehicle has not yet stopped in the workshop and the staff at the garage is already, from remote,
1) analysing the diagnostics data and 2) afterwards connecting to the vehicle networks.
After a long day, continuously supported by the vehicle, Michael can safely return home.
Technical challenges to be addressed
Today web services for cars are in their infancy and are basically oriented to infotainment
applications. Some of these services exist already, such as MapPoint .Net, which allows users to
access maps in their dashboard displays. Microsoft partners are working on other possibilities, such
as services that will allow users to check traffic, weather, gas prices and restaurant menus from the
privacy of their own vehicles while for example in Japan, there's even demand for in-car karaoke
systems. Today web services for cars are oriented to provide information to the drivers, tomorrow
web services will be oriented towards the car itself and to its components, a revolutionary approach
that will be undertaken step by step by this project. At the vehicle level, the main challenge is to
beyond the physical networks already level (CAN-busses) and create an architecture enabling
discovery of objects and services, to sustain the proactive collaboration between different level of
intelligent objects, and to create, enrich and distribute knowledge between these objects.
The approach is based on the original idea of providing adaptation and self-healing mechanisms
based not only on context knowledge, but also on diagnostic techniques to provide explanations of
the possible causes of events, therefore giving an interpretation of the environment in which the
services are being executed. This interpretation allows both an improved reaction to failures (since
repairing does not only focus on the failure but on its causes and consequences) and also the
possibility of adapting the service compositions by exploiting the augmented knowledge about the
execution environment. The application will apply model-based distributed diagnostic algorithms for
supporting diagnosis in processes where services cooperate in an open world assumption, and in
which limited knowledge is available about the internal structure of external services. A model-based
approach is also proposed for obtaining a lively service behaviour based on knowledge of causes of
failures or possible failures in a set of cooperating services. The focus will be on establishing
cooperation methods compatible with an autonomous behaviour of each service. Open source web
service technology will be augmented with self-management functionality which allows the control
of repair actions, adaptation actions, and testing and monitoring services. In particular, the problems
posed by services being executed in micro-environments, in which computational resources can be
limited, will be studied. Service execution in real time environments and web services as support for

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embedded systems will be investigated, in particular in the chosen test-bed in the automotive
domain. In fact, the interaction of internal devices in a car with external services in more powerful
computational environments and with other service providers (e.g. for maintenance) appears
particularly promising. Research to provide self-managing services in small devices will be performed
to make the environment applicable also in composed services where services in small devices and in
traditional environments cooperate.
This application will build innovative and resilient services for the Self-Repairing Car, and in
particular:
Apply methodologies to create, maintain, improve and communicate knowledge;
Aggregate, analyse, display and refine knowledge coming from different sources (things,
people) and through different means (wireless/ wired, vocal/ textual)
Fuse and resolve conflict between data coming from different internal and external sources;
Refine and adapt strategies according to the context of use;
Provide a resilient, safe and efficient services framework, also in case of network failure e.g. by
distributing and sharing information between objects in the Internet of Things (smart
phones, ECUs, tags, etc).
Use the IoT4all platform for discovery and integration of new objects, interaction and
collaboration of different levels of intelligent objects
Scenario/prototype typology
This application will provide a unique opportunity to consolidate and bring to maturity the ideas
underlying cause-based service management. The application of the approach is very wide,
integrating on-board systems, the cloud of objects surrounding the vehicle in the Internet of Things
and web services on external servers. The achievement of the goals is enabled by expertises in
multidisciplinary areas that indeed require a European dimension.
The application will need new techniques which have high impact, but high risk, since these
techniques imply a complexity which needs further fundamental research (both on the modelling
side and on scalability). The application will test the innovative IoT4all technologies with a wide
applicability and cost effectiveness, since it will reduce both design efforts and trial-and-error repair
and adaptation, while current approaches focus more on symptoms than causes.
A robust environment for adaptive web service execution, based on adaptation and self-healing
functionalities will have several important impacts in e-service technologies for the next decades.
Quality of service, together with service reliability and availability (guaranteed by design for selfhealability and by monitoring and recovery in case of failures) will impact significantly the use of
internet and the web at various levels.
This will be demonstrated in the automotive domain in which many malfunctions of a vehicle (due to
the increase of electronic and firmware on board) can be often caused by software problems and can
be repaired by software actions.
Impact in either society or industry
The integration of objects in the Internet of Thing inside the well-known processes of tele-diagnosis
and workshop tele-support opens new areas of businesses of a magnitude still to be assessed. On an
industrial perspective the impact of such a project can be very high in future reducing of more than
50% costs related to car stops and dysfunctions. They include advantages for the customer and for
the company:

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Safety and availability of vehicle will be increased. The latter is of paramount importance for
professional users, where a day at the garage can cost up to thousands of Euros;

Operational costs will be reduced: in 50% of the cases, vehicle stops will be avoided, vehicle
maintenance will be shifted from garage to vehicle, insurance fees will be reduced;

Company costs will be minimised: a more efficient management of the operational


contractual maintenance (in the first years of the vehicle lifecycle) will decrease vehicle
towing to the workshop, time dedicated to fault finding procedures and eventual errors in
these procedures, use of courtesy cars to the customer and will even enable to optimise the
logistics of spare parts by reducing the number of circulating[3] items and the stocks in the
dealers network and OEM warehouses.

Furthermore, the OEM expects to increment CSI (customer satisfaction index) related to service
providing and quality perception by up to 80%, from values shadowed by car stops and high
intervention time.
Other examples of the applications that will be impacted are in the domains of the railway industry,
as well as e-commerce, e-government and e-inclusions services, services providing assistance to
users, etc. The proposed techniques have the potential to significantly enhance the competitive
advantage of the European industry in these domains and to considerably improve the satisfaction
for customers.
2) Storyboard of the ambient assistive living scenario
Storyboard

Scenarios for IoT4All:


In general, AAL environments are more useful for people without cognitive impairment or for
caregivers of those with dementia than for people with dementia themselves, since they would have
problems even to understand the input provided for the system for them. They can be passive subjects
of AAL systems, but interactions patient-system should be avoided if they are not closely controlled by
a caregiver and based on a previously well-known interface (TV, etc).

Scenario 1: At the Day Care Center.


One common problem that is found there is that of the management of medication. Each patient has
its own medication schedule, usually complex since multi-medication is common within elderly
people, and it increases in those suffering from dementia. To make the problem more complex, users
of Day Centers have their own General Practitioner that takes care of their medication changes, and
the family has to inform the Day Center staff of each change that occurs in the medication schedule
of the patient. Thus, for the formal caregivers at the Day Center would be of great help to have an
updated information of the medication that has to be given to each patient at each time, the dose, if
it has to be administered with/without food, etc, all this information should be changed and updated
automatically and offered to the formal caregiver (staff) in a private manner. Also, the management
of the medication stock (new drugs needed, drugs that are running out of stock, drugs that are near
to expire, drugs that are not needed any more) could be of great help for the staff since it is
extremely time consuming. The whole system will help to save costs (staff hours, medication budget)
and also to decrease medication errors, that are common in health environments.
[3]

Electronic devices are usually controled after substitution, both for quality control and for maintenance
operations control, before being eventually reintegrated into the network as second hand devices.

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Scenario 2: At home.
It is very common in the healthy elderly people that they have daily memory problems. These
memory problems are associated with the normal process of aging and are not the first phase of
dementia, since in most cases they stay stable. But, for the elderly people, these forgetfulness of
daily acts is one of their main complains when talking about their concerns about their cognitive
functioning. Also, these actions that they usually forget, are a threat to their self-esteem, since they
feel they are getting older and dependent. Common things that are forgotten are: where common
things have been left (keys, glasses, purse), common words that do not want to come to the mouth
when are needed (the tip-of-the-tongue phenomenon), forgetting if some actions have been done
(did I switch off the lights/gas?, did I close the door?), forgetting names of known people, forgetting
what were you supposed to do in a room (What was I going to do here?). All these actions and
forgetfulness are common in all ages, but they become a problem when you get older since they are
really frequent and they compromise the independent living.

Scenario 3: My mother has mild dementia.


Imagine a caregiver of a person with mild dementia. The most common profile of caregiver is a
daughter of 50 years old. Her mother has mild dementia but still lives in her own apartment. The
caregiver does not want to send her mother to a nursing home still, because she can still live alone
but with a high degree of supervision that has been increasing in the last months. The caregiver
would like to have some control of what is happening at her mothers home when she is there alone.
For instance, is she in the bed during the night? , does she tries to open the door?, does she use
cook, washing machine, etc?, does she spend time in front of TV?, does she open /close windows?.
Having this information of activities that compromise the security of her mother would be of great
help to the caregiver, and will also help to register and track the types of activities that the patient is
able to do or is not able to do anymore.
Technical challenges to be addressed
Today, a lot of co-existing standards have been developed for dealing with the Internet of Things
concept; at a lower level (especially hardware-, network layer-, and frequency-related) they are very
different.
For instance, the Electronic Product Code (EPC) is a global numbering scheme to uniquely identify
any object in the world, and it is primarily concerned with tracking an object through the Supply
chain. Besides, we all know at this stage RFID (Radio-frequency identification), an automatic
identification method, relying on storing and remotely retrieving data using devices called RFID tags
or transponders. There are generally two types of RFID tags: active RFID tags, more interesting, which
contain a battery, and passive RFID tags, which have no battery.
Now if we think of how can not someone, but something extract information from all these RFIDenabled things, one of the logical options is using Near Field Communication or NFC, which is a shortrange high frequency wireless communication technology which enables the exchange of data
between devices over about a 10-cm distance. Payments, ticketing, smart posters to download more
information about an object, etc are common applications of NFC.
The NFC forum24 define support for 4 tag-types that maps to Topaz, MIFARE UltraLight, FeliCa, and
MIFARE DESFire types of RFID tags. Ultimately, the idea of NFC is to map support for all these existing
(and new) RFID tags into one single NFC implementation. For integration into phones, this NFC
24

Please visit www.nfc-forum.org/ and http://www.nfc-forum.org/specs/

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implementation should also integrate into SIM. There also exist technologies for the User interfaces
client side which can access NFC. For Java, it is JSR-257 (contact-less comm API) and JSR-177 (SATSA
API); the SCWS (Smart Card Web Server) is yet another possibility.
What IoT4ALL intends to do is achieving a realization for an open and global architecture that can
support these above mentioned technologies, and glue them together in an integral assistive
environment for the elder or the impaired. In this regard, we need to:
Create a common web service encapsulation for all user commands, sensor inputs, and other static
knowledge inside or outside the house that act as input providers for the middleware blocks. These
inputs could become known via push or pull mechanisms, depending on each application. One very
good example of a novel approach for this can be found at http://community.pachube.com/
Create a middleware first block able to receive and process this low level information (low level state
changes, such as temperature dropped to 21C, five Imipramine capsules left or it is Monday
12h00 and the main entrance door has not been opened yet), and turn it into a set of semantically
contextualized high level events (high level state changes, such as temperature room is too low for
Mr. yyyyyy, almost ran out of Imipramine or It is late and Mr. yyyyys daughter has not come visit
him yet || Mr. yyyyy is still home). We will call this block the Event Composer (EC).
Create a middleware second block, which we will name as the Goal Composer (GC), able to receive
and process user requests on one side, and the EC events on the other side, and combine them with
known model-based templates for desirable target states, for creating a set of high level goals, or
abstract requests, such as heat the living room, Call Mr. yyyyyys daughter, Check Mr. yyyyys
assistants distance to the nearest pharmacy with Imipramine stock.
Create a middleware third and last block able to turn these high level goals into specific web service
calls to each device/component, for instance a call to the AC system actuator, or a more complex
action such as inspecting RFID-enabled Imipramine stocks in the area while getting the location of
Mr. yyyyyys assistants smartphone via HTTP requests to the selected devices. We will call this the
Service Composer (SC).
A semantic description of the contextualized states and properties must be designed for this threeblock middleware to act with coherence; this means we have to create an ontology-based model of
the context the users and devices are living in, on top of which the rest of the architecture is built on.
Also, the sensors and actuators (low-level input generators and low-level service providers)
mentioned here do not limit the scope of interest of IoT4LL-AAL as a whole. In this regard, elements
of such interest can also include (as input generators) items like smoke sensors, health monitors,
humidity sensors, RFID-equipped goods of any kind, intelligent fridges, smartphones and (as service
providers) speech synthesizers, digital TV, or SMS servers.
Scenario/prototype typology
RWD: Real World Dimension

The Real World Dimension of this specific scenario exhibits a heterogeneous, interoperable and
evolving environment of inter-connected systems and devices, from clocks to sensors to
smartphones, and inter-connected people (not only the elderly or impaired people, but everyone
who interacts with her/him: neighbours, social carers, relatives, etc).

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This is a Real World application including the aforementioned self-organizing sensor networks able
to maximize effectiveness by minimizing energy consumption and data storage needs, and smart
objects and devices provided with communication and reasoning capabilities; but even Virtual
Worlds, which also belong to this space, could have an example here if we finally counted on a Gym
Digital Video Trainer Avatar or other forms of virtual interaction for the elder/impaired. In all, the
IoT4ALL-AAL scenario is a virtually endless community of users and devices.
DWD: Digital World Dimension
The Digital World Dimension contains the two main blocks of services and events where, by means of
an open, secure and privacy-preserving IT infrastructure:
Services are established & provided, such as performing an emergency
call.

Knowledge

Events generated & filtered, such as generating the event (change of


state) of no stock of a given key medicine or filtering a temperature
change that is irrelevant for Mr. yyyyyy.
Architecture & Conceptual

Knowledge is generated & transmitted, Reasoning is implemented &


explained, and Actuations are inferred & controlled, such as the process
of acquiring low level data from a door sensor, redirecting it to the ECGC blocks where reasoning is performed and controlling a small Javabased SMS server application to warn Mr. yyyyyys neighbour with a
text message.

Digital
Dimension

Events & Services

SED: Socio-Economic Dimension.

Business

Architecture & Conceptual

Governance

cio
So omic
on
Ec

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The Socio-Economic Dimension of the IoT4ALL-AAL


scenarios potential is of the highest order. Not only a
huge amount of public finance savings and business
opportunities is on the table but, what is more
important,
the
well-being,
self-confidence,
independence, social bonds preservation and
augmentation, welfare and happiness of in a few
years - more than half of the EU citizens is in our
hands.
From a governance perspective, long-term care
expenses will be relieved, along with public pensions

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and healthcare, both of the physic and the psychic kind. This we will see in the next chapter: Impact.
Besides, new rules and opportunities will need to be created in order to maintain coherence and
enough privacy when everybody gets interconnected with everything.
But also from a business point of view, this aspect of the Internet of Things can stimulate the creation
of novel markets, including those in the frameworks of social inclusion software, remote eHealth,
sensors, hardware design and supply, wearable devices, digital TV, console hardware and software,
and future generation household appliances.
Impact in either society or industry
It is widely known that a very steep population ageing rate is happening all over the world, and
especially in the EU. The ratio of pensioners to working-age people is projected to increase, from
25% today in 2008 to 53% in 2060. That translates into only two people of working age for every
person aged 65 or more in 2060, compared with four to one today25. Critic cases will be those of the
UK, Ireland, or Spain, where the children-per-woman ratio will sink by 2020 while the life expectancy
will be of 77.7 and 83.8 years for men and women, respectively26.
Thus, the impact and what is more important from a societal perspective the need for assistive
environments in a very near future is going to be of the highest degree.
Assisting elderly and impaired people, not only at home, but also in a controlled environment that
can go from public places such as governmental buildings, hospital facilities or subway stations, all
the way to wi-fi enabled restaurants and supermarkets, can mean an important boost for their wellbeing, independence, and productivity, and at the same time a tremendous relieve for public
finances all over the EU.
Big savings (from the public finance perspective) and big market opportunities (from the private
vendors, but also from a wider audience perspective - if progresses in interoperability and standards
are able to keep their pace) are expected if a joint venture of IoT + AAL becomes possible in a way
that more and more older people are able to stay active in society, connected to reality, healthy, and
independent, in such a way like this IoT4ALL scenario does show. Namely, the following sectors will
be greatly benefited27:
Public pensions: The largest and most obvious expense item in Europe related to ageing is the
pensions paid out to people who have retired from the workforce. The IoT + AAL quest is the quest
for maintaining people active in society.
Healthcare: Even if older Europeans are leading healthier lives, they still tend to require more
healthcare such as routine checkups and constant monitoring for age-related diseases than their
younger compatriots. In addition, older people carry more of the disease burden. This will
undoubtedly push up public health budgets. If IoT + AAL is able to incorporate live checks at home,
mobile monitoring for medication reminders, and Digital TV for personalised attention, among other
possible solutions, the path for relieving healthcare expenses will be set.
Long-term care: Although many older Europeans are leading largely independent lives, there are
many whose health challenges compel them to require the care of others, and following the previous
rationale, there will be more in this case in few years. This has and will have serious public finance
implications, particularly in northern Europe, where long-term care is more institutionalised than in
the more family-based model favoured in the south. Again, enabling a higher rate of independence
among elderly and impaired people will enable better confidence and quality of life not only for them

25

Source: Eurostat, 2008


Schroots, J. J. F.; Roco Fernndez Ballesteros, Georg Rudinger (1999). Aging in Europe. pp. 107-108.
27
Inspired by the EC article at http://ec.europa.eu/economy_finance/een/004/article_4298_en.htm
26

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but also for the ones who take care of them, along with substantial savings on dependency financial
aids throughout the continent.
Unemployment benefits: Given that the labour force will shrink and employment will rise, the
amount spent on unemployment benefit looks likely to fall. However, the drop in education and
unemployment expenditure is unlikely to offset the growth in other age-related expenses. This is
interrelated with the first point, and again IoT + AAL must be one of the pillars that can balance this
situation to a certain extent.

4) Storyboard of the Crisis Management scenario


ATOS proposes a scenario in the Emergency management and civil protection domain, implementing
a flexible architecture and a series of adaptive web-services in mobile devices such as PDA and
mobile telephones used by civil protection and local authorities to receive alert messages from an
emergency Decision Support System (DSS). The DSS operates like an early warning centre and
includes the following features:
a multi-sensor monitoring platform with real-time processing of data streams
enhanced modelling and forecasting capabilities to analyse the sensor data and classify a bestfitting pre-calculated simulation contained in the database.
access to a multi channel warning dissemination infrastructure to deliver trusted warnings and
forecasts of imminent crisis events (natural and technological disasters) to authorities and
emergency management forces of different areas (at national, regional or local level).
The early delivery of warning messages to the local emergency devices in the area affected by the
risk is critical to undertake effective actions therefore saving numerous human lives.
So far this process has allowed movement of information in one direction only, i.e., from the warning
centre to the local mobile devices. In case that one of these mobile devices fails or gets partially
disabled an area will be exposed to major hazards.
The proposed scenario will provide the mobile devices with self-healing web-services that will let the
warning centre operator know the device has failed, the nature of the failure, etc, therefore having
the opportunity to take timely and compensatory measures. These measures include the activation
of additional devices in the affected area, or the delivery of warnings to close areas regarding this
failure.
Technical challenges to be addressed
The Crisis Management scenario entails important technical challenges:
-

Identification and development of new services for autonomous mobile devices to support
the crisis response management.

Design of software able to be embedded and run on small devices.

Enhanced computing power and battery autonomy

Capability to communicate between mobile devices themselves.

The need to integrate all services and components in an effective Distributed Decision
Making tool for crisis management.

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Impact in either society or industry


IoT4ALL will support the last link of the emergency management chain, reinforcing the capability of
civil protection and emergency managers to respond towards extreme natural and man-made
disasters. Those extreme events occasionally cut all communications between the mobile units and
the control centre. At that point the emergency managers will have enhanced services and the best
information available to act in coordination with other units.
IoT4ALL will minimize the consequences of failure in the communication infrastructure, thus
increasing the autonomy and effectiveness of the emergency units.
IoT4ALL will support the following EU legislation and related texts:
-

COM(2008)130 Communication on Reinforcing the Union's Disaster Response Capacity28

Commission Staff Working Document SEC(2007) 1721, Towards Better Protecting Citizens
against Disaster Risks: Strengthening Early Warning Systems in Europe29

Council Conclusions on the development and establishment of Early Warning Systems in the
EU30

Council Conclusions on enhancing the coordination capacity of the monitoring and


information centre (MIC) within the community civil protection mechanism31

Council Conclusions on preparedness for decontamination of casualties following chemical,


biological, radiological and nuclear -incidents32

Declaration of the European Parliament on early warning for citizens in major emergencies33

European Parliament resolution of 4 September 2007 on this summer's natural disasters34

5) Storyboard of the sustainable logistics scenario


Storyboard
Climate change has undoubtedly become one of the most critical problems that humanity needs to
address in the years to come. The consequences of global warming have already started to become
apparent and the scientific forecasts for the future are not encouraging. In addition to this, energy
and clean water resources are becoming sparser every day, showing the first signs of a global future
energy and water shortage. Under this threat, scientists are stressing the imperative need for action
and the need to focus on the most contributing parts and on processes where improvements are
feasible in order to achieve energy efficiency and minimize the environmental impact of products
from cradle to gate. A study undertaken in 2006 on behalf of the European Commission35 showed
that the supply chains for food, drink and transportation products (i.e. cars etc) are responsible for
about 70% of the total environmental burden caused by consumer products.
Under this perspective the aim of the sustainable logistics scenario will be to support firms in the
supply chain to measure, manage and ultimately improve the energy efficiency and the general
environmental profile of their operations by utilizing the IOT4ALL architecture.
28

http://eur-lex.europa.eu/LexUriServ/LexUriServ.do?uri=COM:2008:0130:FIN:EN:PDF
http://ec.europa.eu/environment/civil/prote/pdfdocs/sec_1721_2007.pdf
30
http://ec.europa.eu/environment/civil/prote/pdfdocs/2007council_conclusions_ews.pdf
31
http://www.consilium.europa.eu/ueDocs/cms_Data/docs/pressData/en/jha/94607.pdf
32
http://www.consilium.europa.eu/ueDocs/cms_Data/docs/pressData/en/jha/94604.pdf
33
http://www.europarl.europa.eu/sides/getDoc.do?pubRef=-//EP//TEXT+TA+P6-TA-20080088+0+DOC+XML+V0//EN&language=EN
34
http://www.europarl.europa.eu/sides/getDoc.do?pubRef=-//EP//TEXT+TA+P6-TA-20070362+0+DOC+XML+V0//EN&language=EN
35
ENVIRONMENTAL IMPACT OF PRODUCTS (EIPRO), ec.europa.eu/environment/ipp/pdf/eipro_report.pdf
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Especially companies offering logistics services and third-party logistics providers would like to
enhance their service offering with: a) information regarding the environmental impact of their
processes; b) management tools that enable their customers (mostly product suppliers) to monitor
and manage their products movement and environmental performance across the supply chain; c)
efficient inventory management and distribution processes that exploit the full capacity of resources
(e.g. full truck loads) and minimize environmental impact. In addition, this information should be
made available to consumers who become all the more environmentally conscious and ultimately
drive green consumer demand.
What IoT4ALL intends to do is achieving a realization for an open and global architecture that can
support the integration of data coming from various data sources and objects (e.g. sensor data
monitoring environmental conditions, RFID data uniquely identifying items/cases/pallets, process
data etc.) and enable the above service scenarios by bridging the physical, digital and socio-economic
dimensions. Furthermore, IoT4ALL wishes to e
Technical challenges to be addressed
The sustainable logistics scenario presents significant scientific and technical challenges related to
the Internet of Things and addressed by IOT4ALL, such as:
a) the need to manage and integrate multiple object identification schemes and automatic data
capture technologies in order to gather and associate data coming from various data sources;
b) the requirement to associate sensor data with unique product instances and processes in order to
provide reliable and timely information e.g. on energy consumption or gas emissions related to
products and processes;
c) the need to support object traceability, discovery and information sharing across the supply chain,
in order to monitor a products environmental footprint, following a scalable and secure approach;
d) the requirement for efficient object-customer interaction in order to support dynamic productinformation services related to a products environmental profile (eco-label) and drive green
consumer demand;
Scenario/prototype typology
The sustainable logistics scenario will be tested in a real-world setting with the participation of a
Third-Party-Logistics provider (3PL), DIAKINISIS, who handles distribution and logistics processes of
fast moving consumer goods (FMCG). More specifically, DIAKINISIS is the largest 3PL company in its
market and handles a great range of products such as: foodstuffs, waters, beverages, spirits,
confectionery, pet food, personal hygiene, cosmetics, household cleaning, professional/industrial
cleaning, machinery, spare parts & accessories, stationery, books, toys, plastics/polymer raw
materials, clothing & footwear, athletics & gymnastics, electrical appliances, electronics, promotional
materials, and so on.
The company has already invested in RFID technology to monitor incoming and outgoing processes,
in order to efficiently manage the large volumes of products (over 50.000.000 shipping cases a year)
and orders (over 550.000 orders to a total of 40.000 delivery points across the entire country).
IOT4ALL will give the company the possibility to monitor the environmental profile of things (such as
products, vehicles, pallets etc.), associate the physical to the digital world and further make this
information available to the companys customers (product suppliers) but also consumers.
Impact in either society or industry
Supply chain control has so far had operational effectiveness and efficiency as its only objective,
disregarding the implications that operational characteristics and decisions have on energy use and
sustainability. Only recently did environmental performance start to be taken into account as an
important parameter when managing supply chains; even when environmental parameters are part

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of the control process, this happens on an ad-hoc or posterior basis, without being truly integrated
with the operational dimension of supply chain control.
The aformentioned scenario, as supported by the IOT4ALL architecture, aims to enhance existing
supply chain management practices by incorporating energy efficiency and environmental
parameters into current systems. This will integrate supply chain control with environmental
performance management. More specifically, IOT4ALL will bring:
Improved operational and environmental performance control
Efficient reporting of environmental KPIs for processes and products
Efficient environmental data sharing
Furthermore, the project aims to stimulate greener customer demand by making the information
regarding the environmental profile of products available to consumers. The availability of credible
and comparable environmental performance information through the use of the IOT4ALL platform
will give the opportunity to deliver selected representative metrics for each product to the final
consumer, for example in the form of an eco-label or through other channels. This will stimulate
environmental consciousness throughout the market, fostering competition for greener and energyefficient products.
This section provides a detailed work plan, broken down into work packages (WPs) which follow the
logical phases of the implementation of the project, and include consortium management and an
assessment of progress and results.36 Any significant risk is identified and contingency plans are
described.
1.3.2 Description of the overall strategy of the work plan
This section is organised in the following way:

Section 1.3.2.1 describes the project methodology,

Section 1.3.2.2 provides the general work plan and milestones of the project,

Section 1.3.2.3 describes the activities in detail,

Section 1.3.2.4 provides a more detailed description of the work packages,

1.3.2.1 Project methodology


The IoT4All project methodology balances two general outcomes of the project:

Research and development that extend the boundaries of knowledge benefiting


scientific excellence in Europe

Case Studies, Dissemination and Exploitation that push the state of the art benefiting
industry and the wider European community

Our ambitious goal of enabling trillions of things to exist in a highly dynamic fashion creates a specific
burden our technologies need to be highly usable, have validity in the real world, and must be
extremely scalable. It is therefore imperative that all IoTAll activities are cohesive. In particular, case
studies and R&D activities must be highly interconnected.

36

Please note that our overall approach to management will be described later, in Section 2.

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Figure 1.1- IoT4All research organization: spiral approach


To this end we have organized the IoT4All activities to tightly couple the use case implementations,
research and development activities and all other project activities. The overall project work will be
organized according to seven main activities which are structured within a spiral life cycle shown in
the figure above and a strategy for the alignment of the activities is defined.
Through its iterative structure our spiral approach minimizes the risks associated with lack of
communication or overall project coherence. From the very start of IoT4All we will deploy
combinations of existing technologies, available off-the-shelf or based on previous EU projects,
within our industrial case studies.
The lessons learned from initial deployment will be used to derive early specifications for the core
IoTAll technologies. Exploitation and dissemination activities will use early project results to raise
awareness within the academic and industrial communities. Our virtuous circle will be completed as
integration activities ensure that early prototypes are turned into robust systems of industrial and
social strength.
1.3.2.2 General work plan and milestones
The IoT4ALL general work plan is an implementation that backs our spiral model for research
organizations. All activities are subject to semi-ordered sequences and govern the work breakdown
structure in all work packages. While work packages can still customize the timing to address their
specific needs, general milestones are established by the three phases within each iteration, namely:
(1) elaboration phase, (2) construction phase and (3) transition phase.

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Figure 1.2 - Project work plan


1. Elaboration Phase
The elaboration analyses the problem domain in depth and makes key architectural choices that
are aligned between the different work packages. Key outcomes of the elaboration phase are:

Develop and refine scientific approaches.

A use-case model in which the case studies and the actors have been identified and the
core components of the case study are developed.

A description of the software architecture for all R&D work packages.

Exploitation, dissemination and training plans to anticipate real world impact.

Construction Phase
In this phase the main focus switches to the development of components and other features of
the overall IoTAll solution. This is the phase when the bulk of the coding work takes place to
bring the research to life. This phase also produces demonstrable prototypes that form the basis
for case study deployment.
Transition Phase
In the transition phase, the R&D results move into case studies and are evaluated with end users.
At the same time, dissemination activities will peak. The outcome of the first iteration is
evaluated and forms the input for the elaboration phase of the next iteration.

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In conjunction with the phases above we define a set of four major milestones in IoTAll. The
milestones are control points at which decisions are made based on the results achieved thus far in
the project. The milestones are:
Milestone 1 - Initialized Month 6:
In the first 6 months of the project an initialization process will be performed. Best candidate
methodologies, techniques and tools are identified at this milestone. Furthermore initial
conceptual work and simple prototypes are also available.
Milestone 2 - Established Month 18:
At this milestone we will achieve in breadth a development of the platform by providing initial
versions of all components and of the platform itself. Having an established platform in the end
of Month 18 is one of the most crucial milestones in the project.
Milestone 3 - Refined Month 33:
Once the IoT4ALL platform is fully established, the focus will gradually shift towards a more
substantial realization. At this stage of the project, IoT4ALL components are refinements of those
available at the previous milestone. Thus this milestone is an updated version of the previous
one in terms of more coherent and refined results.
After the above milestone all research and the majority of the technical work will be finalized. The
remaining period of the project will concentration on maturing the technology, standardization,
training, dissemination, exploitation.
Milestone 4 - Matured Month 42:
This milestone is the final check point where we can verify that we have attained what we set out
to accomplish.
1.3.2.3 Activities
To achieve a better control over the different WPs associated to the project, we foresee a grouping
methodology into Activities. Those activities have a common guideline and main research selling
point. We present the list of activities and the description of all of them.
The scope of the IoT4All Integrated Project is ambitious bringing together three complex and
powerful concepts addressing not only scientific and technical challenges but also addressing the
impact of the project on business (and society). In defining the project structure, the challenge is to
develop a structure, which can address the scientific, technical and business drivers behind the
creation of the intelligent business related environment following the hypercube vision.
Within this concept, 7 major Activities have been identified. These activities are:

Activity 0 Project Coordination & Management: This activity covers all necessary project
management and coordination activities.

Activity 1 IoT Architecture & Middlewares: This activity is intended to create the
convergent architecture in the IoT hypercube centre, is the main activity of IoT4All that will
produce the implementation of the IoT4All framework

Activity 2 Real World IoT Technologies & Systems: This activity will address its effort to the
achievement and iterative improvement of a suitable way of interconnection between
systems represented by devices and people involved with their usage.

Activity 3 Business/Social World Novel IOT-based Applications: This activity will be


addressed to guarantee the benefits of IoT approaches into our socio-economic world
represented by different business industries: automotive, logistics, etc.

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Activity 4 Digital/Virtual World IoT Service Platforms: The Digital/Virtual World IoT Service
Platforms activity aims at providing a robust, open, secure and trusted IT infrastructure
allowing for the analysis, extraction & management of Knowledge & Experiences of
Communicating Things via federated platforms; Cloud and Service platforms, Service Frontend and Collaboration Platforms, Event Driven Platforms, Semantic Reasoning Platforms.
Within this IT infrastructure, services will be provided and consumed, events will be
triggered, generated and processed, knowledge will be analysed, processed, generated and
communicated, reasoning will be deduced and analysed taking advantage of innovative
resource discovery and management mechanisms offering efficient resource allocation and
optimal resource usage, trust and reputation management mechanisms and QoS provision.

Activity 5 Requirements, Pilots & Test Cases: It will be refer to a demonstration stage of the
project by performing and deploying architecture and functional approaches into a realworld scenario.

Activity 6 Impact Creation: This activity will analyze and measure the impact of the usage of
IoT4ALL approaches by defining a dissemination and deployment further the project
perspective.

Additionally the activity and work package structure was chosen to support the following tasks:

To drive the technical and scientific innovation;

To ensure the impact of the project on the wider scientific, industrial and legislative
environment;

To ensure the consistency between the project and the evolving scientific, industrial and
legislative external environment; and

To set the objectives of the project and their mapping to work packages;

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The figure below illustrates how these seven activities relate to project work packages.
Activity 0 Project Management
WP0.1 General Coordination, Project Management and Impact assessment
Activity 1 IoT Architecture & Middlewares

Activity 2 Real World IoT Technologies &


Systems

WP1.1 Architectural Design and Dimensions


Coordination

WP2.1 Smart IOT Microsystems and Wireless


Sensor Networks

WP1.2 Semi-permeable osmotic *wares (AIT)

WP2.2 Distributed Intelligence and Smart


Objects

WP1.3 Trust, privacy & security

WP2.3 Smart Spaces and User Interaction

WP1.4
Integration,
Verification/Validation

Testing,

WP2.4 Real
Governance

World

Management

&

Activity 3 Business/Social World Novel IOTbased Applications

Activity 4 Digital/Virtual World IoT Service


Platforms

WP3.1 Novel
Applications

IoT

WP4.1 Event Driven Platforms

WP3.2 Novel
Applications

IoT

Cars
SCM

Diagnosis
&

Logistics

WP3.3 Novel IoT AAL Applications


WP3.4 Novel
Applications

IoT

Homeland

WP4.2 Service & Cloud Platforms


WP4.3 Service Front-end & Collaboration
Platforms

Security

WP3.5 Socio-economics, Business models &


value proposition
Activity5

Prototypes, Pilots & Test Cases

Activity 6 Impact Creation

WP5.1 Pilots & Take-ups Methodology

WP6.1

Dissemination & Training

WP5.2 Pilot 1. i.e. Self-repairing car

WP6.2 Standardization,
International Cooperation

WP5.3 Pilot 2. i.e. Sustainable Logistics


WP5.4 Pilot 3. i.e. Ambient Assistive Living
WP5.5 Pilot 4 i.e. Homeland security
Table 1.4 Overview of clustered work packages

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Exploitation

&

FP7-ICT-2009-5
26/10/09 v1.0

IP proposal
IoT4All

1.3.3 Work package and deliverable time schedule - Gantt chart


The following Gantt shows the time plan of the project per activities and work packages, taking into
account in the bottom the spiral approach described in previous sections with three iterations, and
three phases within each iteration.

Proposal Part B: page 68 of 203

FP7-ICT-2009-5
26/10/09 v1.0

IP proposal
IoT4All

A0 Project Coordination & Management


WP0.1 General Coordination
A1 IoT Architecture & Middlewares
WP1.1 Architectural Design and Dimensions Coordination
WP1.2 Semi-permeable osmotic *wares
WP1.3 Trust & Privacy and Security
WP1.4 Integration, Testing, Verification/Validation
A2 Real World IoT Technologies & Systems
WP2.1 Smart IoT Microsystems
WP2.3 Distributed Intelligence and Smart Objects
WP2.4 Smart Spaces and User Interaction
WP2.5 Real World Management & Governance
A3 Business/Social World Novel IOT-based Applications
WP3.1 Novel IoT Cars Diagnosis Applications
WP3.2 Novel IoT SCM and Logistics Applications
WP3.3 Novel IoT AAL Applications
WP3.4 Novel IoT Homeland Security Applications
WP3.5 Socio-economics, Business models and value proposition
A4 Digital/Virtual World IoT Service Platforms
WP4.1 Event Driven Platforms
WP4.2 Service & Cloud Platforms
WP4.3 Service Front-end and Collaboration Platforms
A5 Requirements, Pilots & Test Cases
WP5.1 User requirements specification
WP5.x Pilots & Take-ups Methodology
WP5.2 Pilot 1. i.e. Self-repairing car
WP5.3 Pilot 2. i.e. Sustainable Logistics
WP5.4 Pilot 3. i.e. Ambient Assistive Living
WP5.5 Pilot 4 i.e. Homeland Security
A6 Impact Creation
WP6.1 Dissemination & Training
WP6.2 Standardization
WP6.3 Exploitation & International Cooperation

Leader
ATOS
ATOS
TXT

TXT
AIT
BULL
ATOS
INSIEL
CAEN
INSIEL
TXT
AUEB
BMT
CRF
TXT
INGEMA
BMT
ESADE
NTUA
FZI
NTUA
TXT

CRF
ATOS
ATOS
CRF
AUEB
INGEMA
ATOS

ATOS
SIGS
ATOS
ATOS

Iteration I
Elaboration
Construction
Transition

Iteration II
Elaboration
Construction
Transition

Iteration III
Elaboration
Construction
Transition

Project Checkpoints
Project Milesotnes

Proposal Part B: page 69 of 203

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42

FP7-ICT-2009-5
26/10/09 v1.0

IP proposal
IoT4All

1.3.4 Detailed work description broken into WPs


1.3.4.1
WP
No37

Work Packages List


Work
title

package Type
of Lead
activity38
partic no.39

0.1

General
Coordination
(ATOS)

1.1

Architectural
Design
and
Dimensions
RTD
Coordination
(TXT)

Semi-permeable
RTD
osmotic *wares
(AIT)

Trust, privacy & RTD


security (BULL)

11

Integration,
Testing,
Verification/Valid
ation (ATOS)

1.2

1.3

1.4

2.1

2.2

2.3

2.4

37
38

39
40
41

MGMT

Lead
partic.
short name

Personmonths40

ATOS
ORIGIN

81

Start
month41

End
month
41

TXT

80

AIT

48

EVIDIAN

66

42

32

33

33

33

33

33

33

33

RTD
ATOS
ORIGIN

Smart
IOT RTD
Microsystems
and
Wireless
Sensor Networks
(TELIT)

Distributed
RTD
Intelligence and
Smart Objects

Smart Spaces and RTD


User Interaction
(TXT)

Real
World RTD
Management &
Governance
(AUEB)

15

93

96
TELIT

INSIEL

TXT

AUEBELTRUN

57

55

34

Workpackage number: WP 1 WP n
Please indicate one activity per work package:
RTD = Research and technological development; DEM = Demonstration; MGT = Management of the
consortium
Number of the participant leading the work in this work package
The total number of person-months allocated to each work package
Measured in months from the project start date (month 1)

FP7-ICT-2009-5
26/10/09 v1.0

3.1

3.2

3.3

3.4

3.5

4.1
4.2
4.3

5.1

5.2

5.3

5.4

5.5

6.1

IP proposal
IoT4All

Novel IoT Cars RTD


Diagnosis
Applications (CRF)

Novel IoT SCM & RTD


Logistics
Applications (TXT)

Novel IoT AAL RTD


Applications
(ATOS)

Novel
Homeland
Security
Applications
(BMT)

18

IoT RTD

CRF

TXT
ATOS
ORIGIN

BMT

Socio-economics, RTD
Business models
&
value
proposition
(ESADE)

17

Event
Driven RTD
Platforms (FZI)

14

Service & Cloud RTD


Platforms (NTUA)

13

Service Front-end RTD


& Collaboration
Platforms (TXT)

Pilots & Take-ups RTD


Methodology
(ATOS)

Pilot 1. i.e. Self- RTD


repairing
car
(CRF)

Pilot
2.
i.e. RTD
Sustainable
Logistics (AUEB)

15

Pilot
3.
i.e. RTD
Ambient Assistive
Living (INGEMA)

Pilot
4
i.e. RTD
Homeland
security (ATOS)

Dissemination & OTH


Training
(SIGS
DATACOM)

16

Proposal Part B: Page 71 of 203

AUEBELTRUN

INGEMA
ATOS
ORIGIN
SIGSDATACOM

33

33

33

33

33

33

42

42

42

42

42

42

34

FZI

CRF

33

34

69

ATOS
ORIGIN

4
30

52

TXT

33

32

ESADE

NTUA

56

39

29

45

68

89

67
89

FP7-ICT-2009-5
26/10/09 v1.0

6.2

IP proposal
IoT4All

Standardization,
RTD
Exploitation
&
International
Cooperation
(ATOS)

ATOS
ORIGIN

42

30,0

TOTAL

1428
Table 1.6. Work packages list

1.3.4.2

Deliverables list

Del. no. 42

Deliverable name

WP no.

Nature
43

Dissemination
level
44

Delivery
date45
(proj.
month)

D0.1.1

Quality assurance manual

WP 0.1

PU

M3

D0.1.2

Annual Project Management

WP 0.1

PU

M12

D0.1.3

Quality report

WP 0.1

PU

M12

WP 0.1

PU

M12

WP 0.1

PU

M24

WP 0.1

PU

M24

WP 0.1

PU

M24

WP 0.1

PU

M42

WP 0.1

PU

M42

WP 1.1

PU

M8

46D0.1.2

Report on liaison with other


initiatives
Annual Project Management

47D0.1.3

Quality report

D0.1.4

D0.1.4
48D0.1.2

Report on liaison with other


initiatives
Annual Project Management

D1.1.1.

Report on liaison with other


initiatives
Architecture design initial

D1.1.2.

Architecture design final

WP 1.1

PU

M18

D1.1.3.

Dimension holistic view

WP 1.1

PU

M18

D0.1.4

42

Deliverable numbers in order of delivery dates. Please use the numbering convention <WP number>.<number of
deliverable within that WP>. For example, deliverable 4.2 would be the second deliverable from workpackage 4
43
Please indicate the nature of the deliverable using one of the following codes:
R = Report, P = Prototype, D = Demonstrator, O = Other
44
Please indicate the dissemination level using one of the following codes:
PU = Public
PP = Restricted to other programme participants (including the Commission Services)
RE = Restricted to a group specified by the consortium (including the Commission Services)
CO = Confidential, only for members of the consortium (including the Commission Services)
45
Measured in months from the project start date (month 1)

Proposal Part B: Page 72 of 203

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Del. no. 42

Deliverable name

IP proposal
IoT4All

WP no.

Nature
43

Dissemination
level
44

49D1.2.1.
D1.2.2.
D1.2.2.
D1.2.3.
D1.3.1.
D1.3.2.
D1.3.3.
D1.3.4.
D1.3.5.
D1.3.6.
D1.3.7.
D1.3.8.
D1.3.9.
D1.4.1.

Ontologies, Semantics and Business


Workflows for IOT4ALL applications
IoT Middleware Solution Initial
prototype
IoT Middleware final prototype
Solution
Specification of Crossware
Interactions
Security analysis and requirements
document for the immutable audit
log
Global security architecture
document and Risk assessment
Specifications document of the
immutable audit log
Authorization chain software
modules
Extensions software modules for
interoperation with the project ecosystem
Sensor software module for access
management
Sensors software modules with
semantic capabilities
Immutable audit log software
modules
Rules framework software module
and Hypervisor software module
Rapid prototype

Delivery
date45
(proj.
month)

WP 1.2

PU

M8

WP 1.2

PU

M18

WP 1.2

PU

M30

WP 1.2

PU

M36

WP 1.3

PU

M8

WP 1.3

PU

M8

WP 1.3

PU

M8

WP 1.3

PU

M12

WP 1.3

PU

M18

WP 1.3

PU

M12

WP 1.3

PU

M12

WP 1.3

PU

M12

WP 1.3

PU

M18

WP 1.4

PU

M8

WP 1.4

PU

M18

WP 1.4

PU

M18

WP 2.1

PU

M8

WP 2.1

PU

M15

D2.1.2

Testing environment deployed and


ready to use
Final verification of the end-to end
architecture
Survey of technologies for the IoT
Real-World Framework
Smart Devices Components

D2.1.4

Capillary Network Specification

WP 2.1

PU

M15

D2.1.3

Integrated Smart Devices

WP 2.1

PU

M30

D2.1.4

Integrated Platform

WP 2.1

PU

M36

D2.2.1

Smart object networks specifications

WP 2.2

PU

M8

D1.4.2.
D1.4.3.
D2.1.1

Proposal Part B: Page 73 of 203

FP7-ICT-2009-5
26/10/09 v1.0

Del. no. 42

Deliverable name

IP proposal
IoT4All

WP no.

Nature
43

Dissemination
level
44

Delivery
date45
(proj.
month)

D2.2.2

Semantic framework specifications

WP 2.2

PU

M8

D2.2.3

Object intelligence specifications

WP 2.2

PU

M8

D2.2.4

Context model

WP 2.2

PU

M18

WP 2.2

PU

M24

WP 2.2

PU

M24

WP 2.2

PU

M30

WP 2.3

PU

M18

WP 2.3

PU

M18

WP 2.3

PU

M18

WP 2.3

PU

M18

WP 2.3

PU

M24

WP 2.3

PU

M30

WP 2.3

PU

M24

WP 2.3

PU

M30

WP 2.4

PU

M18

WP 2.4

PU

M18

WP 2.4

PU

M30

WP 2.4

PU

M30

WP 2.4

PU

M30

WP 3.1

PU

M8

WP 3.1

PU

M18

WP 3.1

PU

M20

WP 3.1

PU

M33

WP 3.2

PU

M12

D2.2.6

Smart objects identification and


interoperability
Context-detection prototype

D2.2.7

Object intelligence prototype

D2.2.5

D2.3.1a
D2.3.2a
D2.3.3a
D2.3.4a
D2.3.1b
D2.3.2b
D2.3.3b
D2.3.4b
D2.4.1a
D2.4.2a
D2.4.1b
D2.4.2b
D2.4.3b
D3.1.1.
D3.1.2.
D3.1.3.
D3.1.4.
D3.2.1a

Design of the Physical Smart Spaces


of the IOT4ALL Real World
The Physical Smart Spaces of the
IOT4ALL Real World
Design of the Human Smart Spaces
of the IOT4ALL Real World
The Human Smart Spaces of the
IOT4ALL Real World
Design of the Physical Smart Spaces
of the IOT4ALL Real World
The Physical Smart Spaces of the
IOT4ALL Real World
Design of the Human Smart Spaces
of the IOT4ALL Real World
The Human Smart Spaces of the
IOT4ALL Real World
Real World Management and
Governance Requirements for IOT
Evaluation of Alterantive IOT
Governace Schemes
Real World Management and
Governance Requirements for IOT
Evaluation of Alterantive IOT
Governace Schemes
IOT Real World Management and
Governance Recommendations
Scenarios for the Novel IoT Cars
Diagnosis Applications
Requirements for the Novel IoT
Cars Diagnosis Applications
System Design for the Novel IoT
Cars Diagnosis Applications
Implementation of components for
the Novel IoT Cars Diagnosis
Applications
Design of the Supply Chain Planning
services and plug-ins

Proposal Part B: Page 74 of 203

FP7-ICT-2009-5
26/10/09 v1.0

Del. no. 42

Deliverable name

IP proposal
IoT4All

WP no.

Nature
43

Dissemination
level
44

D3.2.2a
D3.2.3a
D3.2.4a
D3.2.1b
D3.2.2b
D3.2.3b
D3.2.4b
D3.2.5a
D3.2.5b
D3.3.1.
D3.3.2.
D3.3.3.
D3.3.4.
D3.4.1
D3.4.2
D3.4.3
D3.5.1
D3.5.2
D3.5.3
D3.5.4
D4.1.1
D4.1.2
D4.1.3

The Supply Chain Planning services


of IOT4ALL Socio-Economic World
Design of the Logistics services and
plug-ins
The Logistics Mgmt services of the
IOT4ALL Socio-Economic World
Design of the Supply Chain Planning
services and plug-ins
The Supply Chain Planning services
of IOT4ALL Socio-Economic World
Design of the Logistics services and
plug-ins
The Logistics Mgmt services of the
IOT4ALL Socio-Economic World
Integrated Supply Chain Planning
and Logistics Mgmt Applications
Integrated Supply Chain Planning
and Logistics Mgmt Applications
Scenarios for the Novel IoT AAL
Applications
Requirements for the Novel IoT AAL
Applications
System Design for the Novel IoT
AAL Applications
Implementation of components for
the Novel IoT AAL Applications
Report on the current state of affairs
in homeland security
Report on the novel implementation
within homeland security
Report on State of improvements
Internet of Things: Business Models
Opportunities
Internet of Things: Potential Business
Models and Value Propositions
Report on Experimentation on
Business Models
Internet of Things: The SocioEconomic Impact A Business Model
Perspective
Conceptual Model of the Event
Driven Platform
EDP Methodology for managing
complex event patterns
EDP tools and adaptors

Proposal Part B: Page 75 of 203

Delivery
date45
(proj.
month)

WP 3.2

PU

M18

WP 3.2

PU

M12

WP 3.2

PU

M18

WP 3.2

PU

M24

WP 3.2

PU

M30

WP 3.2

PU

M24

WP 3.2

PU

M30

WP 3.2

RR

PU

M24

WP 3.2

PU

M36

WP 3.3

PU

M8

WP 3.3

PU

M18

WP 3.3

PU

M30

WP 3.3

PU

M33

WP 3.4

PU

M8

WP 3.4

PU

M30

WP 3.4

PU

M36

WP 3.5

PU

M8

WP 3.5

PU

M18

WP 3.5

PU

M30

WP 3.5

PU

M40

WP 4.1

PU

M8

WP 4.1

PU

M12

WP 4.1

PU

M18

FP7-ICT-2009-5
26/10/09 v1.0

Del. no. 42

Deliverable name

IP proposal
IoT4All

WP no.

Nature
43

Dissemination
level
44

D4.1.4

EDP Service (integrated and tested)

D 5.1.1:

Service and Cloud Platforms IoTspecific Requirements Analysis and


Specifications
Initial Service and Cloud Platform
design and Components
Specifications
Final Service and Cloud Platform and
Specifications
Design of an IoT-oriented Service
Front End platform
The SFE innovative services for the
IoT
Model generated workspaces for
Things
Design of the Things Collaboration
framework
The Innovative IoT-oriented KSB
Collaboration services
Integrated Requirements definition

D 5.1.2:

Pilot Performing Methodology

D4.2.1.

D4.2.2.
D4.2.3.
D4.3.1a
D4.3.2a
D4.3.3a
D4.3.4a
D4.3.5a

D 5.1.3:
D5.2.1.
D5.2.2.
D5.2.3.
D 5.3.1.
D 5.3.2

Pilot Performing Integrated Iterated


Results
Pilot Implementation of the SelfRepairing Car Application
Test and Evaluation Report of the
Self-Repairing Car Application
Roadmap for Industry Level
Implementation incl. Analysis of
Critical Issues and Barriers
Sustainable Logistics Pilot
Requirements
Sustainable Logistics Demonstrator

D5.5.1.

Sustainable Logistics Pilot


Assessment and Business Validation
Pilot Implementation of the AAL
Application
Test and Evaluation Report of the
AAL Application
Roadmap for Industry Level
Implementation incl. Analysis of
Critical Issues and Barriers
Integrated Pilot Implementation

D5.5.2.

Test and Evaluation Report

D 5.3.3.
D5.4.1.
D5.4.2.
D5.4.3.

Proposal Part B: Page 76 of 203

Delivery
date45
(proj.
month)

WP 4.1

PU

M30

WP 4.2

PU

M8

WP 4.2

PU

M12

WP 4.2

PU

M30

WP 4.3

PU

M12

WP 4.3

PU

M18

WP 4.3

PU

M18

WP 4.3

PU

M12

WP 4.3

PU

M18

WP 5.1

PU

M8

WP 5.1

PU

M18

WP 5.1

PU

M20

WP 5.2

PU

M40

WP 5.2

PU

M42

WP 5.2

PU

M42

WP 5.3

PU

M8

WP 5.3

PU

M30

WP 5.3

PU

M42

WP 5.4

PU

M40

WP 5.4

PU

M42

WP 5.4

PU

M42

WP 5.5

PU

M40

WP 5.5

PU

M42

FP7-ICT-2009-5
26/10/09 v1.0

Del. no. 42

IP proposal
IoT4All

Deliverable name

WP no.

Nature
43

Dissemination
level
44

Delivery
date45
(proj.
month)

D6.1

Roadmap for EU wide


Implementation
Dissemination Strategy

D6.1.1a

Dissemination Plan

WP 6.1

PU

M6

D6.1.2a

Training material version 1

WP 6.1

PU

M8

D6.1.1b

Dissemination Plan

WP 6.1

PU

M18

D6.1.2b

Training material version 1

WP 6.1

PU

M18

D6.1.3

Internal training sessions for IoT4All

WP 6.1

PU

M14

WP 6.1

PU

M30

WP 6.1

PU

M42

WP 6.2

PU

M12

WP 6.2

PU

M12

WP 6.2

PU

M24

WP 6.2

PU

M30

WP 6.2

PU

M30

WP 6.2

PU

M24

WP 6.2

PU

M42

WP 6.2

PU

M42

WP 6.2

PU

M36

D5.5.3.

External training sessions on the use


of IoT4All results
Dissemination Report

D6.1.4
D6.1.5

Business requirements, Market


Sizing and critical success factors
Annually Industrial advisory board
will be organized
Consolidated Market Analysis

D6.2.1
D6.2.5a
D6.2.2

Detailed product definition and


positioning
Individual exploitation plans

D6.2.3a
D6.2.4a

Annually Industrial advisory board


will be organized
Detailed product definition and
positioning
Individual exploitation plans

D6.2.5b
D6.2.3b
D6.2.4b

Annually Industrial advisory board


will be organized

D6.2.5c

WP 5.5

PU

M42

WP 6.1

PU

M6

Table 1.7. Deliverables list

1.3.4.3

Milestones list

Milestone
number
M1

Milestone name
Initialized

50

WP

Expected date Means


50
verification51
8

of

Before M8 all the


Deliverables should
be in the EC, revised

Measured in months from the project start date (month 1)


Show how both the participants and the Commission can check that the milestone has been attained. Refer to indicators if
appropriate
51

Proposal Part B: Page 77 of 203

FP7-ICT-2009-5
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IP proposal
IoT4All

and quality proved.

M2

M3

M4

Milestone 2: Established

Milestone 3: Refined

Milestone 4: Matured
Table 1.8. Milestones list

Proposal Part B: Page 78 of 203

18

Before M18 all the


Deliverables should
be in the EC, revised
and quality proved.

30

Before M30 all the


Deliverables should
be in the EC, revised
and quality proved.

42

Before M42 all the


Deliverables should
be in the EC, revised
and quality proved.

FP7-ICT-2009-5
26/10/09 v1.0

1.3.4.4

IP proposal
IoT4All

Work package descriptions

Work
package
number

0.1

Start date or starting event:

Work
package title

General Coordination

Activity type

MGT

Participant
number

TXT

CRF

Personmonths per 63
participant

10

Participant
number

10

11

12

13

14

15

16

17

18

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

AUEB

SIGS

ESD

BMT

Participant
short name

ATOS

4
TR-SLO

M1 M42

ING

6
CAEN

7
TELIT

INS

AIT

Personmonths per
participant

Objectives:
To manage the scientific, technological and impact background of the project.
Continuous evaluation and monitoring of the technical/impact content of the project.
Assessment of project achievement against project objectives.
Organisation of internal assessment of all project results and deliverables.
Definition of mechanism and principles for reaching the specified objectives
Promote collaboration with other FP7 initiatives
Description of work
T0.1.1: Definition of monitoring and assessment methodology. (M1 M3)
The principles and concept for appropriate project results assessment, monitoring and control are
established. The process for technical quality control and cross workpackages assessment procedure
will be established. An internal peer review process for project results will be established. A quality
assurance manual will be issued. The review teams will be defined.
Task leader: TXT. Members: ATOS

Proposal Part B: Page 79 of 203

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IP proposal
IoT4All

T0.1.2: Organisation of project continuous assessment and evaluation (M1 M48)


The task involves the practical organisation and management of the principles and concept for
project results monitoring and control as defined in Task 0.2.1. The task involves a continuous
evaluation and monitoring of the technical/impact content of the project achievement against
project objectives. Recommendation for corrective actions will be issues for conflict situations if
need. A yearly recommendation for revision project objectives will be issued, taking into account
achievements and general trends and development outside the project. Quality reports will be
produced by the project coordination committee.
T0.1.3 Liaison with other initiatives
The task involves an actives organisation and participation in activities for cross project scientific and
technology dissention. The IOT4ALL project will have a central role in the European CERP IOT research
community. IOT4ALL will participate and take a lead role in clustering and others activities organised
by the Commission as well as other research communities worldwide.

Deliverables
Milestone 1: Initialized (8)
D0.1.1 Quality assurance manual (M3)
Milestone 2: Established (18)
D0.1.2 Annual Project Management (M12)
D0.1.3 Quality report (M12)
D0.1.4 Report on liaison with other initiatives (M12)
Milestone 3: Refined (30)
D0.1.2 Annual Project Management (M24)
D0.1.3 Quality report (M24)
D0.1.4 Report on liaison with other initiatives (M24)
Milestone 4: Matured (42)
D0.1.2 Annual Project Management (M42)
D0.1.4 Report on liaison with other initiatives ( M42)

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Work
package
number

1.1

Work
package title

Architectural Design and Dimensions Coordination

Activity type

RTD

Participant
number

Participant
short name

ATOS

Start date or starting event:

TXT

CRF

DKR

ING

M1 M18

6
CAEN

7
TELIT

INS

AIT

Personmonths per 10
participant

15

Participant
number

10

11

12

13

14

15

16

17

18

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

AUEB

SIGS

ESD

BMT

10

10

Personmonths per 7
participant

Objectives:
To design the IOT4ALL functional and modular architecture in its first and final releases
To select the enabling technologies, tools, services, standards and languages
To develop technical guidelines to be adopted in the subsequent IOT4ALL developments
To constantly monitor, control and coordinate the technical developments in the different
IOT4ALL world dimensions
To continuously manage technical risk and find the proper corrective measures
Description of work
T1.1.1: First design of the IOT4ALL Architecture (TXT). (M1 M6)
The IOT4ALL functional and modular architecture will be designed and developed in this task in its
first release. This will include the 3 dimensions and the coordinating middleware among them. The
implementation technologies (hw and sw) will be identified and acquired, with specific emphasis on
openness and respect of standards. Technical guidelines will be also issued for all the development
WPs.
T1.1.2: Final design of the IOT4ALL Architecture (TXT) (M13 M18)
After the first development cycle, the choices made at the very beginning of the project in T1.1.1. will
be critically revised on the basis of the feedback of the development team and of the requirements

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coming from our use cases. This will lead to the final release of the IOT4ALL architectural document.
T1.1.3 IOT4ALL Dimensions Coordination (ATOS) (M1 M18)
In an IP it is always very important to coordinate the activities which are developed in the several
different technical work packages. This task will constantly monitor the evolution of the technical
project, in order to prevent problems for the subsequent integration and piloting phases. Possible
problems will be then reported to WP0 for decision making. The project coordinator will be in charge
of this activity to clearly separate the functions of controller and controlled.

Deliverables
Milestone 1: Initialized (8)

D1.1.1. Architecture design initial (M8): This deliverable will structure the full architecture of
the project.

Milestone 2: Established (18)


D1.1.2. Architecture design final (M18): This deliverable will deliver the final release of the
architecture of the project.
D1.1.3. Dimension holistic view (M18) : This deliverable will deliver a holistic approach to the
IoT to disseminate the results of the project.

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Work
package
number

1.2

Work
package title

Semi-permeable osmotic *wares

Activity type

RTD

Participant
number

Participant
short name

ATOS

Personmonths per
participant

Start date or starting event:

TXT

CRF

DKR

ING

M4 M33

6
CAEN

7
TELIT

INS

AIT

15

Participant
number

10

11

12

13

14

15

16

17

18

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

AUEB

SIGS

ESD

BMT

10

Personmonths per
participant

Objectives:
This work package boosts IOT4ALL objective towards developing a platform that can capture the
business, IT and social perspectives of IoT. In particular it will research middleware, tools and
techniques for supporting the business, technical/technological and socioeconomic perspectives of
the IoT applications to be developed in the project. To this end, the work package sets the following
objectives:

To research and provide an IoT middleware solution enabling filtering, collection and processing
of information stemming from things, while also supporting the configuration of things. We
conveniently call this middleware solution IT-world middleware.

To research IoT oriented business modeling with emphasis on business and societal issues of the
applications to be developed in the project (such as the self-repairing car, the next generation
AAL application etc.). This modeling with enable the blending of applications into the IoT
hardware and software infrastructure. We conveniently call these models and related operations
Society-IT-upper ware.

To provide models and tools for bridging diverse IoT enabled business and societal domains, with a
view to enabling global IoT applications, beyond specific domains and semantics. We conveniently
call these models and related operations World-Society crossware.
Description of work
This workpackage consists of the following tasks:

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T1.2.1 Society-IT upperware (TXT)


This task will deal with the modelling of societal and business aspects of IoT applications, including
people, applications, business concepts, objects, semantics comprising the IoT applications. Along
with the models, this task will develop methods for instantiating, populating and managing the
models. Furthermore, services and workflows corresponding to these models will be specified. In
technical terms business modelling and related operations will be specified in the form of ontologies,
as well as a set of rules, reasoning and inferencing mechanisms over the ontologies. Moreover,
workflows will be specified as collections of services over the above mentioned models. The above
models/ontologies, services and reasoning mechanisms are characterized as upperware since they
comprise very high level semantics associated with the business and socio-economical aspects of the
IoT applications.
T1.2.2 IT-World middleware (AIT)
This task will deal with the technical implementation of a middleware solution enabling interfacing
with things, filtering of sensor and things-related information, as well as actuating services over
things. The middleware solution for IT-World middleware will be based on existing middleware
solutions for RFID (e.g., through the AspireRfid project (http://wiki.aspire.ow2.org/)) and WSN
networks
(e.g.,
through
the
Global
Sensor
Networks
(GSN)
project
(http://apps.sourceforge.net/trac/gsn/)). These middleware platforms will be extended in order to
cover the additional sensors, devices, actuators, filtering and fusion algorithms as required by the IoT
validating applications. The task will also deal with the bridging of the IT-World middleware with the
Society IT-upperware, through adding business context to the information acquired by the things.
To this end, this task will develop middleware for connecting low-level sensor/things semantics
with the higher level business/socio-economical semantics.
T1.2.3 World-Society crossware (ATOS)
This task will provide mechanisms for inter-connecting IoT systems and application spanning different
business domains i.e. based on a different set business semantics. In principles the task will deal with
the challenging activity of mapping semantics across different domains. This is a requirement towards
implementing global IoT applications spanning multiple business domains and applications. In
addition to the mapping the crossware should configure the middleware bridges between business
semantics and IT-world middleware in order to support the cross-domain interactions. The task will
research algorithms for the autonomic/automated interaction between diverse heterogeneous IoT
systems.
Deliverables
Milestone 1: Initialized (8)
D1.2.1 Ontologies, Semantics and Business Workflows for IOT4ALL applications (M8):
specification (report) of all the business modelling entities of the IOT4ALL applications.

Milestone 2: Established (18)


D1.2.2 IoT Middleware Solution Initial prototype (M18): An IoT middleware solution (prototype),
which will be implemented on top of existing middleware libraries for RFID and WSN (Wireless
Sensor Networks). The middleware will be delivered in two successive releases in the scope of an
iterative development approach.
Milestone 3: Refined (30)

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D1.2.2 IoT Middleware final prototype Solution (M30): An IoT middleware solution (prototype),
which will be implemented on top of existing middleware libraries for RFID and WSN (Wireless
Sensor Networks). The middleware will be delivered in two successive releases in the scope of an
iterative development approach.
Milestone 4: Matured (42)
D1.2.3 Specification of Crossware Interactions (M36): A detailed specification
automated/autonomic interactions across the IoT systems to be developed in the project.

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Work
package
number

1.3

Work
package title

Trust, privacy & security

Activity type

RTD

Participant
number

Participant
short name

ATOS

Start date or starting event:

TXT

CRF

DKR

ING

M4 M33

6
CAEN

7
TELIT

INS

AIT

Personmonths per
participant

Participant
number

10

11

12

13

14

15

16

17

18

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

AUEB

SIGS

ESD

BMT

30

12

Personmonths per 10
participant

Objectives:
In the Internet of Things cloud, more and more Things such as web services, smart phones, laptops,
servers, printers, etc are exposed over the network and linked in different manners, such as groups,
communities, federations. As a result, one Thing can be part of one or several security domains or
sub domains. This means that the security management of these Things needs adaptive policies and
rules, when Things move and evolve over the time. In term of management, these policies must be
relevant and flexible to catch environment and Things contexts.
Security management in Internet of Thing brings several issues such as interoperability, rules
interpretation and data representation, data privacy, access control, monitoring automation. The goal
of this work-package is to design and implement the security and security management modules in
conformance with this vision. The architecture will ensure strong security with access control and
data protection, and will make privacy and trust reliable in real-life deployments.

Description of work:
Task 1.3.1: Architecture for Security, Trust and Privacy management
This task will deliver the specification of the security management infrastructure. It will design a
policy-based architecture that integrates services, managed things and a policy semantic interpreter
by means of an event bus. The task will take into account the fact that the integrated monitoring
components need to adapt autonomously to changes in context, activity, failures, loss of resources.

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The LISSI lab and Evidian will deliver a global architecture document that will prepare the
implementation and further deployment of security, Trust and Privacy management in the project
eco-system.
Task 1.3.2: Risk assessment and Security requirements analysis
The goal of this task is to provide a risk and vulnerability analysis for the M2M business scenarios
supported by the project. It includes the following activities:

Threat identification and threat models for M2M network, at component, network, system
levels,

Risk and vulnerability assessment for the business scenarios addressed in the project.

As much as possible, a classification of risk and vulnerabilities will be established, taking into account
either their generality or their application-specific character. From the analysis, this task will
elaborate the security and possibly privacy requirements that the M2M business scenarios defined in
the project should support. Existing security analysis methodologies will be reused as much as
possible, but customized to the specific context of M2M. The activities in this task will consist in:

choosing a suitable security framework,

defining generic security and trust requirements templates in the context of IoT, relevant for
the project business scenarios,

elaborating the specific requirements for scenarios.

The LISSI lab will deliver a risk assessment and security requirements analysis document on these
issues.
Task 1.3.3: Security Management architecture
The goal of this task is to derive generic secure reference architecture models regarding the different
scenarios and use cases. The approach will consist both in the design of common security principles
but also in developing all system-level software that will enable to perform an efficient management
of security. After, the task will design and implement a policy-based architecture that integrates
services, managed things and a rules interpreter by means of an event bus. The integrated
monitoring components need to adapt autonomously to changes in context, activity, failures, loss of
resources.
This task will use software components developed in the event messaging bus implementation task.
The role of the message bus is to provide connectivity to the different parts of the architecture. This
can require providing different options such as synchronous and asynchronous communication. A
complete model of such middleware is described in the event processing work package.
Evidian will deliver an authorization chain, made of a Policy Administration Point and a Policy
Decision Point. Evidian and the LISSI lab will deliver extensions for synchronous and asynchronous
communications for interoperation with the project eco-system.
Task 1.3.4: Distributed Sensors and interpreters of Security and Trust Contexts
In order to improve the knowledge about internet of things context and services states, it is essential
to discover the relevant sensors/services that can provide such knowledge. In a non-centralized
system, this is best left to each component to potentially advertise itself, let things or services
register one to another, let them also semantically discover the available ones. This task is based on
outcomes from the reasoning work package.
Evidian will provide sensors for a security audit database, targeting access management. The LISSI lab
will deliver sensors with semantic capabilities for analyzing security management information.
Task 1.3.5: Business Rules based Hypervisor

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This task will design and implement a rules framework, to design software modules capable to
perform supervision of internet of things, starting from the business description of their supervision
task. This framework will be composed of business rules, a test editor and a rule engine wrapper,
which will orchestrate the firing of rules using the available rules engines such Drools, Jess, etc.
The LISSI lab will deliver the rules framework. Evidian will provide a monitoring application dedicated
to security information, based on the rules framework. The Evidian monitoring offer OpenMaster will
server as the starting point for this hypervisor.
Task 1.3.6: Immutable audit log
Moving services to the cloud and virtualized environments implies that security auditing and logging
of all the activity is mandatory. As a result, anyone will be accountable of his actions, bringing
transparency to the system and enabling trust. This is definitely a key requirement to support privacy
and access control to information in the addressed independent multi-domain environments.
Its not just important that the applications, devices, systems and the infrastructure itself generate
this audit information, but also that there is no chance to alter it without producing associated
electronic evidence. Independently of privileged users like system administrators or super users, who
may alter the original information and modify the associated trace, an original audit data will be
processed in real time, and stored preserving it by using the corresponding cryptographic techniques
that will avoid this security gap. This will be done in a way that information is treated at the finest
level of granularity, with the digital seal applied at the event level, e.g. a line in a text file, or a record
in a database.
The objectives of this task are the analysis, design, specification, implementation and testing of an
immutable audit log platform that becomes a state-of-the-art development environment for audit
data coming from the several services and use cases provided in the project.
The Kinamiks Secure Audit Vault technology here serves as a starting point. Additional functional and
non-functional features will be added according to the requirements of the use cases.
Kinamik will provide a reference implementation of the immutable audit log environment,
corresponding development tools, plus all the needed specifications for alternative implementations.

Deliverables
The deliverables will be produced in an iterative way, in line with the two cycles of the project.
Milestone 1: Initialized (8)
D1.3.1 Security analysis and requirements document for the immutable audit log (M8)
D1.3.2 Global security architecture document and Risk assessment (M8)
D1.3.3 Specifications document of the immutable audit log (M8)
Milestone 2: Established (18)
D1.3.4 Authorization chain software modules (M12)
D1.3.5 Extensions software modules for interoperation with the project eco-system (M18)
D1.3.6 Sensor software module for access management (M12)
D1.3.7 Sensors software modules with semantic capabilities(M12)
D1.3.8 Immutable audit log software modules(M12)

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D1.3.9 Rules framework software module and Hypervisor software module (M18)

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Work
package
number

1.4

Work
package title

Integration, Testing, Verification/Validation

Activity type

RTD

Participant
number

Participant
short name

ATOS

Start date or starting event:

TXT

CRF

DKR

ING

M4 M33

6
CAEN

7
TELIT

INS

AIT

Personmonths per 25
participant

12

Participant
number

10

11

12

13

14

15

16

17

18

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

AUEB

SIGS

ESD

BMT

10

12

10

Personmonths per 7
participant

Objectives:
The purpose of this WP is give a coherence to the WP1.1 WP1.2. WP 1.3 and see that the interfaces
are well defined, that there are not inconsistencies among the developments, and that effectively the
final result of the architecture that is going to be released is therefore prepared to be used in the test
beds.
For that purpose Atos will use Rational RequisitePro is an easy to use requirements management tool
that lets a team:
Author and share their requirements using familiar document-based methods while leveraging
database-enabled capabilities such as requirements traceability and impact analysis.
Apply requirements management using the Use Case technique which should help the IoT4All
project to manage individual requirement artifacts and fit requirements within the Rational
Unified Process (RUP).
Make customizations to the requirements process specific to the IoT4All project and work with
guidelines and techniques for capturing functional and system requirements.
Use traceability and tools to automate time-consuming processes . Specify, validate and
manage evolving requirements.
At the end, Use Cases provide the basis for the whole object-oriented, software life cycle including
architecture, design (including GUI design) and development. At the same time Use cases help testing
efforts by facilitating the creation of test cases. All tests must contain a sequence of events, which
will be followed to test a particular area of the IoT4All system.

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Description of work
Task 1.4.1. Interfaces definition and rapid prototyping
The objective of this task is twofold, first to check that the interface are well defined, and can be
accessed in an ubiquitous way, and secondly to verify that there are not inconsistencies. A final rapid
prototype will be the outcome of this task in terms of definition of the architecture.
Task 1.4.2 End to end communication testing environment.
To develop this task is mandatory to have a full deployment of the components, to have a full round
trip communication among them, and a deployment place allocated beforehand.
Task 1.4.3. Verification and Validation of the expected results.
Define a serial of test that will check that the expected results are ready to be used by the test beds,
to avoid the integration task to the scenarios.

Deliverables
Milestone 1: Initialized (8)
D1.4.1 Rapid prototype (M8): Proof of concept that everything work together.
Milestone 2: Established (18)

D1.4.2. Testing environment deployed and ready to use.(M18): A physical environment to


deploy the applications in line with the architecture

D1.4.3. Final verification of the end-to end architecture.(M18): Final verification o f the
prototype of the architecture.

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Work
package
number

2.1

Work
package title

Smart IOT Microsystems and Wireless Sensor Networks

Activity type

RTD

Participant
number

Participant
short name

ATOS

Start date or starting event:

TXT

CRF

DKR

ING

Personmonths per
participant

M4 M33

9
AIT

CAEN

TELIT

INS

38

35

14

Participant
number

10

11

12

13

14

15

16

17

18

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

AUEB

SIGS

ESD

BMT

Personmonths per
participant

Objectives:
Workpackage WP2.1 aims at design and implementation of the IOT4ALL Real-World Framework, by
achieving the following objectives:
-

Evaluate the user needs and application demands in relation to available device technology,
gateways and platforms for embedded and networked intelligence, also taking into account
ongoing developments that may impact IoT research.
Select, configure and integrate device technologies according to user requested features,
e.g.: RFID, properties sensing, actuation, range, computational capabilities, power needs. The
purpose is to deliver smart sensorized solutions that are more pervasive and transparent.
Design and implement capillary network gateways, based on M2M standards and Short
Range Wireless (SRW) technologies as ZigBee and Wi-Fi to enable M2M connectivity over a
limited, localized area.
Provide the means for wireless connectivity between capillary networks and selected
platforms for communication, data interchange, positioning and other services, addressing
such issues as: self-configuring and secure connection, delay tolerance location- and contextaware network management.

Description of work
This workpackage consists of the following tasks:
T2.1.1 Technology and requirements survey (Insiel)
Under this task, an evaluation of relevant technology components and standards will be conducted,

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in terms of e.g. level of specifications, available implementations, degree of maturity and


standardization. The survey will involve industry sources, standardization bodies and other EU-funded
projects in related areas and will be driven by the user requirements collected from the IoT4All pilot
Workpackages, as well as from the IoT4All industrial partners business and market knowledge. Close
collaboration with ongoing initiatives in the different technological areas, e.g., projects in DG Infso G2
unit, ETSI M2M standardization group, is planned to broaden and increase the impact of this activity.
T2.1.2 Smart devices and microcomponents (CAEN)
This task will deal with the specification, technical implementation and integration of the key
technological components required by future IoT smart devices. Based on available technologies
selected in T2.1.1, the task will research solutions matching the main embedded intelligence
requirements: energy consumption, by looking, e.g., at printed batteries and energy harvesting; ultralow power processors and related memory solutions (e.g., EEPROM52 or polymer memories);
integration of chips and antennas into the objects themselves (e.g., with SiP53 technology); device
interoperability, RFID standards like EPC54 and new protocols like IPv6. All these activities will be
focused on pervasiveness and transparency of device technology aimed at concrete applications like,
e.g., product state monitoring and expiry date prediction.
T2.1.3 Capillary Networks (Telit)
This task will provide an architecture and solutions to establish connections between all fixed and
particularly all mobile nodes of the IoT, down to local constellations of micro-devices and sensors.
The task objective is not only to integrate the selected set of wireless connections into the IoT4All RW
Framework, but also to investigate upcoming wireless connectivity approaches, in particular through
new M2M architectures55. The research work will focus on two main areas where further
developments are expected: (i) advanced communication devices implementing multiple protocols,
that permit to interface seamlessly with different kind of tags, e.g., long-range active HF and mediumrange passive UHF, and are capable to drive different types of antenna in order to be suitable for
different wireless protocols (e.g., ZigBee, Wi-Fi); (ii) Dedicated Short Range Communication (DSRC)
technology to extended communication opportunities between members of a capillary network and
provide the means for fall back solutions through cooperative devices and sensors.
T2.1.4 Platform integration (Telit)
This task deals with connectivity and integration of IoT capillary networks into global communication
and service platforms. The approach will be based on localized M2M gateways, integrating cellular
technologies such as GSM and CDMA to provide M2M connectivity over wide area distances, paired
with Short-Range Wireless (SRW) technologies to extend cellular M2M connectivity deeper into a
localized area. This will allow for more efficient and cost-effective connectivity than would otherwise
be possible if every locally connected node contained its own cellular M2M modem. Furthermore,
the Task will deal with integration of IoT objects into basic communication and services networks, like
GPRS\UMTS and GNSS, along with Future Internet F-O-T platforms.

Deliverables
Milestone 1: Initialized (8)

52

Electrically Erasable Programmable Read-Only Memory.


System-in-Package.
54
Electronic Product Code, EPC Global / GS1
55
M2M architecture by ETSI TC M2M ad-hoc group.
53

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D2.1.1 Survey of technologies for the IoT Real-World Framework (M8): The report lists and
describes the available technologies and ongoing initiatives that are relevant to the
implementation of the IoT4All vision of embedded and distributed intelligence.
Milestone 2: Established (18)

D2.1.2 Smart Devices Components (M15): The report contains the design and integration
specifications of the set of communication, computing, sensing and actuating components
required for IoT4All smart devices.

D2.1.4 Capillary Network Specification (M15): The report contains the design of IoT4All
capillary networks, in terms of communication protocols, device requirements and M2M
gateway configurations.
Milestone 3: Refined (30)
D2.1.3 Integrated Smart Devices (M30): The specifications and prototype of the final
integrated device providing smart object functionalities to things in the IoT4All framework.
D2.1.4 Integrated Platform (M36): The final integrated IoT4All Real-World platform, including
smart devices, capillary network gateways and integration into global communication and
services platforms.

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Work
package
number

2.2

Work
package title

Distributed Intelligence and Smart Objects

Activity type

RTD

Participant
number

Participant
short name

ATOS

Start date or starting event:

TXT

CRF

DKR

ING

Personmonths per
participant

M4 M33

6
CAEN

7
TELIT

INS

AIT

30

Participant
number

10

11

12

13

14

15

16

17

18

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

AUEB

SIGS

ESD

BMT

Personmonths per 12
participant

Objectives:
Workpackage WP2.2 aims at making real-world things intelligent actors in the IoT and the Future
Internet, by achieving the following objectives:
-

Implement smart objects networks where intelligent functions can be deployed anywhere at
any object level, exploiting technologies and platforms provided by Workpackage WP2.1 to
make things able to recognize each other, sense their environment, connect and share
computing and communication resources.
Provide a semantic framework enabling things to exchange knowledge and data with other
things, users and systems connected via the F-O-T platforms, by making common definitions
(ontologies) and semantic mediation services accessible at object level.
Implement context determination and context awareness, i.e., (i) the ability to interpret in
real-time the flow of thing-related data gathered in the real world to contextualize events,
services access and interactions, and (ii) the ability of things to adapt to their context in terms
of location of use, the nearby services, people, hosts, and accessible devices and resources,
as well as to changes to such things over time.
Support event-triggered, decentralized decision-making, where local and remote users,
including the things themselves, are immediately alerted of exceptions, informed of the likely
consequences on different time horizons, and presented with the available exceptionresolution options.

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Description of work
This workpackage consists of the following tasks:
T2.2.1 Smart objects networks (Insiel):
This task will provide for the objects ability to recognize each other, interact and access F-O-T service
networks. The work on smart objects, enabled by devices and communication platforms provided by
WP2.1, will focus on: (i) objects identification, targeting self-identifying objects, through coexistence
of global IDs (e.g., EPC) with local and application-related identities; (ii) interoperability at object
level, aimed at exchange of information, computing and communication resources among
constellations of objects; (iii) object-centered services, aiming at SOA approaches where the things
themselves are seen as service providers and consumers.
T2.2.2 Semantic framework (Insiel):
This task will deal with the specification and technical implementation of an object-centred semantic
framework to support the things ability to detect their context, to mediate information across
multiple domains, and to apply reasoning methods. To this purpose, the Task will identify the needed
knowledge repositories, modelling methodologies and semantic tools, considering existing ontologybased solutions and emerging standards (e.g. ontology based on OWL, RDF, KIF, conceptual graphs
(CGIF), decision support rules, etc.), appropriately enhancing the state-of-the-art where needed to
bring in the required object-centric approach.
T2.2.3 Context detection (Insiel):
This Task will provide for context-awareness of objects in the future IoT, through the definition of a
model describing the contextual information of the things in different application domains. The
context model will map and relate entities of four main types - Process, Service, Rule and Information
- according to the domain and layer of relevance: (a) the Info entities represent information aspects
of the thing in relation to a certain domain, (b) the Process entities refer to the actions performed by
or on the thing; (c) the Rule entities represent international standards, regulations,
recommendations, guidelines, legislation, policies, applying to the thing, and (d) the Service entities
represent the F-O-T platform services applying to the thing. The Task will provide the means to define
the things contextual space and to understand the thing context, in its various aspects, from its
current position along the Real-, Digital- and Socio-economic world dimensions.
T2.2.4 Object intelligence (Insiel):
This task will integrate advanced knowledge and context technologies to provide extensive analytics
and reasoning both in the local object domain, enabling the object to reason on ambient information
and enact changes, and in the global domain, i.e., the environment that influences (remote users,
business, policies) and is being influenced by the thing. The main advance expected in respect to
other Intelligence services is contextualization of information. Context models that will be
developed in T2.1.3 will form the needed background for deep reasoning, adaptation and
personalisation of services. The main services that will be developed are: distributed data analysis, for
offline and real-time decisions support
Deliverables
Milestone 1: Initialized (8)
D2.2.1 Smart object networks specifications (M8): The report contains the design
specifications of identification, interoperability and services access features required for IoT4All
smart objects.
D2.2.2 Semantic framework specifications (M8): The report contains the design specifications

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of the semantic framework components and tools required to define and use things-centered
knowledge bases.
D2.2.3 Object intelligence specifications (M8): The report contains the design specifications of
the distributed data analysis, knowledge discovery and anomaly detection services associated
to IoT4All smart objects.
Milestone 2: Established (18)
D2.2.4 Context model (M18): The report specifies the structure and content of the IoT4All
formalized context model.
Milestone 3: Refined (30)
D2.2.5 Smart objects identification and interoperability (M24): The final integrated prototype
of the IoT4All smart objects platform, including identification, interoperability and SOA
integration.
D2.2.6 Context-detection prototype (M24): The prototype IoT4All context-detection service,
allowing local and global context understanding based on real, digital and socio-economic
world contextual data.
D2.2.7 Object intelligence prototype (M30): The prototype IoT4All object intelligence services
as designed in D2.2.3.

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Work
package
number

2.3

Work
package title

Smart Spaces and User Interaction

Activity type

RTD

Participant
number

Participant
short name

ATOS

Personmonths per
participant

Start date or starting event:

TXT

CRF

DKR

ING

15

M4 M33

6
CAEN

7
TELIT

10

INS

AIT

10

10

Participant
number

10

11

12

13

14

15

16

17

18

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

AUEB

SIGS

ESD

BMT

Personmonths per 10
participant

Objectives:
To design and develop Real World physical smart spaces for IOT4ALL pilots
To design and develop the mobile-wireless-wearable side of the Smart Space
To design and develop the modality of interaction between things and humans (HTI)
To design and develop innovative multi-modal interaction features.
Description of work
T2.3.1: Design and development of Physical Smart Spaces (M7 M36)
The IOT technologies require some Smart Spaces to really show all its potentials. Existing mock-ups of
such smart spaces do already exist in our test cases (a mock-up of an IoT car, of an IoT assistive room,
of an IoT container, of an IoT homeland security. This task will analyse the requirements of the new
IOT4ALL scenarios and use cases and design and develop the new physical smart spaces.
T2.3.2: Design and development of Human Smart Spaces (M7 M36)
A Smart Space also includes the human side which is usually represented by wireless or even
wearable devices. From an analysis of the pilots scenarios and of their use cases, the proper wireless
/ wearable devices, operating systems and development environments will be selected and possibly
extended.

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T2.3.3 Design and development of Human Things Interaction primitives (M7 M36)
This task will design and develop the modality, primitives, protocols and payloads messages which
will characterize the interaction in the Real World of the Things with the human uses. We will analyze
different Things (e.g. sensors, objects, appliances), different Users (e.g. professionals, IT-illiterates,
citizens) in different Contexts (e.g. work, entertainment, usual life). A HTI conceptual and
implementation framework will be developed.
T2.3.4 Design and development of Multimodal Human Things Interaction platform (M7 M36)
In some situations (e.g. hand jobs, disability, wearable) the usual HCU interaction modality is not
viable. In this task we will analyse the users scenarios and use cases in order to identify the needs for
not conventional user interaction, like speech, touch, iconic, gestural interaction.

Deliverables
Milestone 2: Established (18)
D2.3.1a Design of the Physical Smart Spaces of the IOT4ALL Real World (M18)
D2.3.2a The Physical Smart Spaces of the IOT4ALL Real World (M18)
D2.3.3a Design of the Human Smart Spaces of the IOT4ALL Real World (M18)
D2.3.4a The Human Smart Spaces of the IOT4ALL Real World (M18)
Milestone 3: Refined (30)
D2.3.1b Design of the Physical Smart Spaces of the IOT4ALL Real World (M24)
D2.3.2b The Physical Smart Spaces of the IOT4ALL Real World (M30)
D2.3.3b Design of the Human Smart Spaces of the IOT4ALL Real World (M24)
D2.3.4b The Human Smart Spaces of the IOT4ALL Real World (M30)

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Work
package
number

2.4

Work
package title

Real World Management & Governance

Activity type

RTD

Participant
number

Participant
short name

ATOS

Start date or starting event:

TXT

CRF

DKR

ING

Personmonths per
participant

M4 M33

6
CAEN

7
TELIT

12

INS

AIT

Participant
number

10

11

12

13

14

15

16

17

18

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

AUEB

SIGS

ESD

BMT

Personmonths per
participant

15

Objectives:
The objective of this Work Package is to deal with the management and governance issues related to
the Internet of Things by identifying the synergies, similarities and differences between the Internet
of Things, the current Internet and the Future Internet. Internet governance is the development and
application by governments, the private sector and civil society, in their respective roles, of shared
principles, norms, rules, decision making procedures, and programmes that shape the evolution and
the use of the Internet or, in our case, of the Internet of Things. This includes several issues, more
than names and addresses, such as critical resources, the security and safety, and developmental
aspects and issues pertaining to the use of the Internet of things.

Description of work
Task 2.4.1. Define the Real World Management and Governance requirements for IOT
[Leading partner AUEB, All other partners involved, M1 M24]
During this task an extensive review of existing Internet governance practices will be made and a
good examination of the relevant work performed by other projects and initiaves on FI and IOT will
be sought. Through this compilation and building on the work of the other IOT4ALL work packages,
the various governance and real-world management issues of IOT will be identified and a comparison
will be made between existing and emerging issues. Issues of legislation will undoubtedly arise with

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respect to the Internet of Things, particularly where concerns arise that are of a privacy and security
nature. With respect to RFID concerns have been expressed over openness and neutrality of database
structure that are used to hold unique identifiers. This is also of direct relevance to the Internet of
Things and global coding. Ethical and secure systems management is required with processes that are
interoperable and non-discriminatory. These considerations provide lessons for considering the
governance requirements for the Internet of Things.
Task 2.4.2. Study and evaluation of alterantive governace schemes
[Leading partner AUEB, All other partners involved, M6 M30]
Based on the work performed during the previous task, alternative governance schemes will be
identified, which will vary in the degree of synergies achieved between existing Internet, IOT and FI,
centralization or decentraliation, distribution of power, control structures etc. These alternative
governance schemes will be evaluated, based on the perspective of different stakeholders and taking
into account both economic/financial and policy criteria as well as the degree to which the various
governance requirements are met. Focus groups with experts, interviews with various stakeholders,
value-chain analysis, financial assessments etc. are indicative instrucments that will be employed to
perform this task.
Task 2.4.3. Development of governance recommendations
[Leading partner AUEB, All other partners involved, M18 M30]
Following the previous two tasks, a range of issues will need to be addressed in developing the
governance recommendations for IOT. The European Commission consultation process on RFID
revealed that 86% of respondents supported the need for a governance model that is built on
transparent, fair and non-discriminatory international principles, free of commercial interest. In view
of the latent requirement for integrating the Internet of Things with that of the Internet it is
important that proposals for governance and other issues are considered in cooperation with
relevant authorities and organisations involved with parallel developments of the Internet. Within
Europe the European Future Internet Assembly is an example of such an organisation in which one of
its aims is to develop the tools and approaches harnessing the potential of the Internet of Things.
Indicative recommendations refer, for example, to the need for a registration authority for
identifiers, included within a global scheme for resolving identifiers, recommendations regarding
revenue and registration schemes that will be needed and the political framework that will be
necessary to facilitate appropriate international collaboration, the establishment of a top level
Internet domain as a platform for supporting a federated development of the Internet of Things
structure, applications, services and governance etc.
Deliverables
Milestone 2: Established (18)
D 2.4.1a Real World Management and Governance Requirements for IOT (18)
D 2.4.2a Evaluation of Alterantive IOT Governace Schemes (M18)
and Milestone 3: Refined (30)
D 2.4.1b Real World Management and Governance Requirements for IOT (30)
D 2.4.2b Evaluation of Alterantive IOT Governace Schemes (M30)
D 2.4.3b IOT Real World Management and Governance Recommendations (M30)

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Work
package
number

3.1

Work
package title

Novel IoT Cars Diagnosis Applications

Activity type

RTD

Participant
number

Participant
short name

ATOS

Personmonths per
participant

Start date or starting event:

M4 M33

TXT

CRF

DKR

ING

CAEN

25

TELIT

INS

AIT

Participant
number

10

11

12

13

14

15

16

17

18

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

AUEB

SIGS

ESD

BMT

Personmonths per
participant

Objectives:
This activity aims at investigating the scenarios for the Novel IoT Cars Diagnosis Applications. The
overall goal is to develop the methodologies, on-board and off-board technologies, interaction and
service architecture to enable the proactive and autonomous collaboration between different classes
of objects towards diagnosing and solving on-board failures of the vehicle functionalities: the SelfRepairing Car.
The detailed objectives of the application are to create, maintain and manage the knowledge
acquired between different objects; to use fusion and conflict resolution in case of data acquired by
different internal and external sources; to build innovative services and a resilient services
architecture in the usage phase of the product lifecycle

The objective of this application is, in collaboration with research Activities 1, 2 and 4, to develop the
suitable scenarios adapted to the IoT4all vision and to identify, prioritise and share the requirements
for the technologies developed in Activities 1, 2 and 4. The application will also contribute to the
development of methods in these technical work-packages, on an iterative basis.
The process to be evaluated in the first phase of the analysis regards essentially the usage of the
vehicle and in particular the diagnostics, troubleshooting and recovery of the vehicle functionalities.
For each of these phases it is expected to assess in details how products will be able to collaborate
within the Internet of Things with people, machines, tools and all level of intelligent objects in order
to fulfil the common goal.

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In this workpackage we address the following issues:

Identify, specify and model activities in which the Internet of Things can be applied to the
Self-Repairing Car;

Identify persons, activities and contexts, to enhance the interaction and experience of people
with the Self-Repairing Car;

Provide and refine data for technical development;

Define requirements for technical development;

Adapt and develop application-specific modules;

Implement the design on selected activities;

Refine design, specifications and scope of the application.

These activities will be performed on an iterative basis, to take into account the evolution of
techniques, business and clients perspectives.
Description of work
To support the activities listed above, the planning of activities in the work-package include the
following tasks:
Task 3.1.1: Scenario Definition
[Leading partner CRF, All other partners involved, M4 M9].
The goal is to identify the specific critical requirements and to determine if IoT4all technologies and
methodologies will meet them on the defined application. Some preliminary data collection is
required and it helps to understand the importance of the current state process and how the current
states impact on the critical issues.
The activities to be performed in this task are:

Define the scope of the application and the activities identified

Understand the current state and measure it in diagrams, drawings, documents, etc. to
present the uniqueness of the problem

Study the application in order to identify the data that are necessary for the IoT4all purposes;
this activity will be performed in conjunction with associated research activities 1, 2 an 4:
sample data will be provided, such as processes description, BOMs, drawings, product
characteristics and specifications, context information;

Illustrate the relationship between the critical issues and the current state and the potential
impact of IoT4all on the activities;

Documentation of the current state vs. issues.

Activities of this task will produce contributions to deliverable D3.1.1, due in month 9 and be
connected to the activities 1, 2 and 4. Continuous interaction with them will ensure the coherence
with the overall scope and strategy of IoT4All.
Task 3.1.2: Requirements elicitation and analysis

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[Leading partner CRF, All other partners involved, M6 M12].


Based on the previous task, and following the generic guidelines for requirements elicitation, this task
will deliver the application-specific requirements, which will be generalised in activities 1, 2 and 4.
Requirements will be linked to these activities and prioritised for the scope of the successive pilots.
Task 3.1.3 Design and implementation
[Leading partner CRF, All other partners involved, M13 M33].
Taking into account the conclusions of the previous task, and the results of the research activities 1, 2
and 4, this task will: 1) develop the detailed design of the Demonstrator on Novel IoT Cars Diagnosis
Applications and 2) implement the components of the demonstrator based on the IoT4all platform,
designing and developing the application-specific modules, on an iterative basis.
The design shall also include the analysis of the data needed and the eventual tools to be developed
to enhance field data and / or manage product data and knowledge for this specific application. The
activities to be performed in this task are:
Modeling of the selected activities and demonstrator specification
Design of the demonstrator
Description and documentation of the demonstrator
Detailed data regarding the selected activities
Survey and selection of applicable technologies/modules
Implementation of application-specific modules
Customisation of generic IoT4all modules

Deliverables
Milestone 1: Initialized (8)
D3.1.1. Scenarios for the Novel IoT Cars Diagnosis Applications (M8)
Milestone 2: Established (18)
D3.1.2. Requirements for the Novel IoT Cars Diagnosis Applications (M18)
Milestone 3: Refined (30)
D3.1.3. System Design for the Novel IoT Cars Diagnosis Applications (M20)
Milestone 3: Refined (30)
D3.1.4 Implementation of components for the Novel IoT Cars Diagnosis Applications (M33)

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Work
package
number

3.2

Work
package title

Novel IoT SCM & Logistics Applications

Activity type

RTD

Participant
number

Participant
short name

ATOS

Personmonths per
participant

Start date or starting event:

TXT

CRF

DKR

ING

M4 M33

6
CAEN

7
TELIT

15

INS

AIT

Participant
number

10

11

12

13

14

15

16

17

18

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

AUEB

SIGS

ESD

BMT

Personmonths per
participant

Objectives:
To design and develop services and plug-ins for IoT-oriented Supply Chain Planning
To design and develop services and plug-ins for IoT-oriented Logistics Management
To integrate them into existing SCM/Logistics market and research applications
Description of work
T3.2.1: Design and development of IoT SC Planning services and plug-ins (M7 M30)
The IoT will pose unprecedented challenges to SC Planning. Firstly, the availability of multiple and
huge data sources coming from the trillions of Things requires the development of distributed
intelligence planning systems also using autonomous computing and Multi Agent Systems. Secondly,
Things become active users of SC Planning and not just passive resources to be allocated. Beyond
single, group and community human users of current planning, IoT-oriented SC Planning systems will
provide the possibility to negotiate and interact with things. Finally, IoT SC Planning systems will be
Realtime distributed systems always-on and in connection with the Real World through a proper layer
of middleware and platforms. This means to allow things to arise exceptions and warnings about the
real world execution of a plan,.
T3.2.2: Design and development of IoT Logistics Mgmt services and plug-ins (M7 M30)
IoT will allow not just sophisticated and precise location-based services for transported goods (just

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RFID based indeed), but also to design and develop new logistics systems like intelligent containers,
trucks, cargos, warehouses which could not just capture data from the environment but also preserve
and govern ambient conditions by means of proper actuators.
T3.2.3 Integration of the innovative services / plug-in into existing Applications (M13 M36)
On the basis of user requirements, scenarios and use cases, his task will design and develop the
integration between IoT oriented innovative services and plug-ins into existing supply chain and
logistics applications. Both commercial and research platforms will be considered, integrated and
customized for the test cases. Openness and respect of standard will be taken in due account, also in
the presence of proprietary applications and value added services.

Deliverables
Milestone 2: Established (18)
D3.2.1a Design of the Supply Chain Planning services and plug-ins (M12 )
D3.2.2a The Supply Chain Planning services of IOT4ALL Socio-Economic World (M18 )
D3.2.3a Design of the Logistics services and plug-ins (M12 )
D3.2.4a The Logistics Mgmt services of the IOT4ALL Socio-Economic World (M18 )
Milestone 3: Refined (30)
D3.2.1b Design of the Supply Chain Planning services and plug-ins (M24)
D3.2.2b The Supply Chain Planning services of IOT4ALL Socio-Economic World (M30)
D3.2.3b Design of the Logistics services and plug-ins (M24)
D3.2.4b The Logistics Mgmt services of the IOT4ALL Socio-Economic World (M30)
D3.2.5a Integrated Supply Chain Planning and Logistics Mgmt Applications (M24)
Milestone 4: Matured (42)
D3.2.5b Integrated Supply Chain Planning and Logistics Mgmt Applications (M36)

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Work
package
number

3.3

Work
package title

Novel IoT AAL Applications

Activity type

RTD

Participant
number

Participant
short name

ATOS

Start date or starting event:

TXT

CRF

DKR

ING

M4 M33

6
CAEN

7
TELIT

INS

AIT

Personmonths per 7
participant

20

Participant
number

10

11

12

13

14

15

16

17

18

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

AUEB

SIGS

ESD

BMT

Personmonths per 7
participant

Objectives:
This activity aims at investigating the scenarios for the Novel IoT AAL Applications. The overall goal
is to develop the methodologies, interaction and service architecture to enable the proactive and
autonomous collaboration between different classes of objects towards diagnosing and solving reallife situations within the context of Ambient Assisted Living as those mentioned in chapter 1.3.1.5.
The detailed objectives of the application are to create, maintain and manage the knowledge
acquired between different objects and devices; to use fusion and conflict resolution in case of data
acquired by different internal and external sources; to build innovative services and a resilient
services architecture in the usage phase of the product lifecycle
The objective of this application is, in collaboration with research Activities 1, 2 and 4, to develop the
suitable scenarios for AAL situations adapted to the IoT4all vision and to identify, prioritise and share
the requirements for the technologies developed in Activities 1, 2 and 4. The application will also
contribute to the development of methods in these technical work-packages, on an iterative basis.
In this work package, the following will be addressed:

Identify, specify and model activities in which the Internet of Things can be applied to real-life
AAL scenarios;

Identify persons, activities, devices, technologies, and contexts to enhance the possibilities of
interaction and experience of people in the given AAL cases;

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Provide and refine data for technical development;

Define requirements for technical development;

Adapt and develop application-specific modules;

Implement the design on selected activities;

Refine design, specifications and scope of the application.

IP proposal
IoT4All

These activities will be performed on an iterative basis, taking into account the evolution of
techniques, business and clients perspectives.

Description of work
To support the activities listed above, the planning of activities in the work-package include the
following tasks:
Task 3.3.1: Scenario Definition
The goal is to identify the specific critical requirements and to determine if IoT4all technologies and
methodologies will meet them on the defined application. Some preliminary data collection will be
required.
The activities to be performed in this task are:

Define the scope of the application and the activities identified. Define the basic interactions
among the cared person, other people, the environment, and devices. Define the basic goals
in a real-life context.

Understand the current state and measure accordingly. Study the application in order to
identify the data that are necessary for the IoT4all purposes; this activity will be performed in
conjunction with associated research activities 1, 2 an 4: sample data will be provided, such
as processes description, BOMs, drawings, product characteristics and specifications, context
information;

Illustrate the relationship between the critical issues and the current state and the potential
impact of IoT4all on the activities. Documentation of the current state vs. issues.

Activities of this task will produce contributions to deliverable D3.3.1, will be connected to the
activities 1, 2 and 4. Continuous interaction with them will ensure the coherence with the overall
scope and strategy of IoT4All.
Task 3.3.2: Requirements elicitation and analysis
Based on the previous task, and following the generic guidelines for requirements elicitation, this task
will deliver the application-specific requirements, which will be generalised in activities 1, 2 and 4.
Requirements will be linked to these activities and prioritised for the scope of the successive pilots.
Task 3.3.3 Design and implementation

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Taking into account the conclusions of the previous task, and the results of the research activities 1, 2
and 4, this task will:
1) Develop the detailed design of the Demonstrator on Novel IoT AAL Applications and
2) Implement the components of the demonstrator based on the IoT4all platform, designing and
developing the application-specific modules, on an iterative basis.
The design shall also include the analysis of the data needed and the eventual tools to be developed
to enhance field data and / or manage product data and knowledge for this specific application. The
activities to be performed in this task are:
Modelling of the selected activities and demonstrator specification
Design of the demonstrator
Description and documentation of the demonstrator
Detailed data regarding the selected activities
Survey and selection of applicable technologies/modules
Implementation of application-specific modules
Customisation of generic IoT4all modules
Deliverables
Milestone 1: Initialized (8)
D3.3.1. Scenarios for the Novel IoT AAL Applications (M8)
Milestone 2: Established (18)

D3.3.2. Requirements for the Novel IoT AAL Applications (M18)


Milestone 3: Refined (30)
D3.3.3. System Design for the Novel IoT AAL Applications (M30)
Milestone 4: Matured (42)
D3.3.4. Implementation of components for the Novel IoT AAL Applications (M33)

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Work
package
number

3.4

Start date or starting event:

Work
package title

Novel IoT Homeland Security Applications

Activity type

RTD

Participant
number

M4 M33

ATOS

TXT

CRF

DKR

ING

CAEN

Participant
number

10

11

12

13

14

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

Participant
short name

TELIT

INS

AIT

15

16

17

18

AUEB

SIGS

ESD

BMT

Personmonths per
participant

Personmonths per
participant

20

Objectives:
This scenario will deal respectively with a civilian homeland security application (protection of highly
secured buildings). It concern a homeland security application, in the civilian meaning of these
words. More precisely, it will concern an integrated smart surveillance system able to ensure optimal
monitoring and control against threats or malicious attacks of highly secured building such as critical
infrastructures and utilities having very restricted access and high availability/security requirements.
The main idea is to take a step forward in the integration of security subsystems through the use of a
centralized command and control system that creates building situation awareness picture. This is
achieved by collecting all information provided by the security subsystems token/smart cards,
vision (tracking, abnormal behaviour), voice recognition, Indoor-Location Based-Systems (ILS),
monitoring & control and also rule-based systems for decision making and correlating by inference,
at the conceptual level and after the recognition/categorization phase, information coming from
these different sources to establish a snapshot of what is the real situation in a building at a specific
moment. We can note, in fact, that technologies will provide inputs individually but this information
may not be sufficient to make up a decision on what is going on. It is the correlation of all the
technologies, implemented thanks to the RWEs paradigm, which will provide more complete
information to be used to improve the decision on what is happening.
Description of work
This workpackage consists of the following tasks:
T3.4.1 Survey of current Homeland security techniques:

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To begin with, we will commence a full investigation of current IT-based applications to homeland
security. All technology used in the field at present needs to be catalogued and understood in order
to get a clear representation of the present methodology for dealing with these threats. This
database can be used to better understand the potential niches for an internet of things application
to homeland security.
T3.4.2 Implementation of novel homeland security techniques:
Implementation of an internet of things approach to one or more aspect of homeland security. These
will be identified from the first task. BMT and partners will work towards a solution pertaining to an
aspect of homeland security. This could be hardware, software or possibly merely a theoretical
solution. The application will provide an interconnectedness that will enable faster propagation of
data or services. This will result in a better experience for all users of the service.
T3.4.3 Linking novel homeland security technique to other areas within the project:
This task will involve looking at the potential impact of the changes that are to be made in task 2. An
attempt will be made to quantify the full usefulness of the output of task 2 and determine the
potential applicability to other sections of this project. Links will be forged with the other tasks, so
this task should begin at a low level early on in the project.
Deliverables
Milestone 1: Initialized (8)
D3.4.1 Report on the current state of affairs in homeland security (M8): This will be a
thorough review of all current homeland security measures that are currently undertaken.
Milestone 3: Refined (30)
D3.4.2 Report on the novel implementation within homeland security (M30): A report on the
new homeland security measure(s) that is(are) developed in this task.

Milestone 4: Matured (42)


D3.4.3 Report on State of improvements (M36): A report on how the new measure(s) impact
upon the rest of the project and integrate with the remainder of the project.

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Work
package
number

3.5

Work
package title

Socio-economics, Business models & value proposition

Activity type

RTD

Participant
number

Participant
short name

ATOS

Start date or starting event:

M4 M33

TXT

CRF

DKR

ING

CAEN

TELIT

INS

AIT

Personmonths per 10
participant

Participant
number

10

11

12

13

14

15

16

17

18

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

AUEB

SIGS

ESD

BMT

Personmonths per
participant

28

Objectives:
The impact of innovative Business Models in the development of the Internet in general and web 2.0
applications in particular could not be underestimated. They were not only the enablers of many of
this projects but also played a key role in the adoption process that diffuse these practices and by
doing that allowed new innovation to appear.
The so called Internet of Things, presents an scenario that is not totally different. There, we also
find this effortless capacity of aggregation and accessing information, however, this time in the real
world.
In this area, many times we have found quite an intense exploration of possible scenarios of new
services, products and ways of interaction but a limited one regarding business models. These
scenarios appealed to the imagination of the technical side of equation but fall short when regarded
from the point of view of the market, because even if the value proposition to the customer is clearly
expressed, it is not clear how it can be sustained and value captured. There has been, indeed, very
little work and exploration in this area and almost none in real life experimentation.
Therefore, exploring the business model part of the proposition could have as much impact in its
development and potential adoption as the development of the product itself. This constitutes the
objective of this workpackage.
Description of work
This is an ambitious workpackage that aims to provide at least some insights on future business
models that will be enabled by the Internet of Things. And aims to do so, not only by theorizing what

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these business models could be, but with real experimentation in trials when possible and when not
in ad-hoc settings.
Based on this knowledge, the workpackage will develop proposals for both value propositions and
business models that could address the emerging opportunities that the Internet of Things will bring.
Finally the workpackage will develop scenarios that could portray the possible socio-economic impact
of the adoption of the Internet of Things with the proposed business models and with them it will
attempt to asses the resulting business landscape.
Task 3.5.1. Internet of Things: Assessing the Opportunity in terms of Business Models
This task aims to asses the opportunity of Internet of Things in terms of business models by means of
a) collecting the best practices from current RFID pilots or implementations, be) capturing the insights
and the lessons learned from existing projects and c) tapping into the knowledge and the
understanding developed by the experts on the subject.
Task 3.5.2. Development of Value Propositions and potential Business Models
This task builds on the previous one, developing potential business models and value propositions
that could be used in pilots, prototypes and for wider market adoption. For achieving this result the
task will use Design Thinking and Living Labs type of methodologies depending on the type of the
project.
Task 3.5.3. Experimentation on Business Models
Business models developed in task 2 will be validated depending on the possibilities of the trial, in
real life environments. Therefore we could have from validations at prototype level to full scale ones,
depending on the objectives of the organization sponsoring the trial and its desired outcomes.
Task 3.5.4. Internet of Thinks, Socio-Economic Impact
All this work on business models, will certainly provide a privilege situation for assessing what could
be the real impact of the technologies developed in socio-economic terms, and what could be its rate
of adoption. Both aspects have a tremendous importance not only at social level but for the
development of the technology itself, because the next prototype can only be built on the basis of
the success of the previous one.

Deliverables
Milestone 1: Initialized (8)
D 3.5.1 Internet of Things: Business Models Opportunities (M8)
Milestone 2: Established (18)
D 3.5.2 Internet of Things: Potential Business Models and Value Propositions (M18)
Milestone 3: Refined (30)
D 3.5.3 Report on Experimentation on Business Models (M30)
Milestone 4: Matured (42)
D 3.5.4 Internet of Things: The Socio-Economic Impact A Business Model Perspective (M40)

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Work
package
number

4.1

Start date or starting event:

Work
package title

Event Driven Platforms

Activity type

RTD

Participant
number

M4 M33

ATOS

TXT

CRF

DKR

ING

CAEN

Participant
number

10

11

12

13

14

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

40

Participant
short name

TELIT

INS

AIT

15

16

17

18

AUEB

SIGS

ESD

BMT

Personmonths per
participant

Personmonths per 7
participant

15

Objectives:
Development of an intelligent, efficient and scalable Event Driven Platform (EDP), encompassing:
Well-founded models for representing events, complex events and situations
Methodologies for managing life-cycle of complex events
Algorithms for advanced complex event detection and visualisation and
Corresponding tools and adaptors with the goal of analysis and interpretation of atomic and
complex events in order to identify meaningful information for decision making and managing
corresponding actions.
Efficient integration of the platform in the rest of the architecture
Description of work
Task 4.1.1 Requirement analyses
The state of the research and practice in the areas of event processing will be examined, documented, and discussed with the Consortium in order to find out its suitability to meet the requirements of
the pilot applications. Special emphasis will be laid upon specific knowledge representation and
reasoning requirements. The As-Is situation of the pilots will be analysed in order to identify specific
requirements for each of them.
Special focus will be given to the following trends: a) Data streams in IoT have become extremely
complex and heterogenous, b) Business real time (for processing) has become much shorter and c)

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The requirements for non-trivial (intelligent) analyses are ever increasing


Task 4.1.2 EDP Model and methodology
The goal of this task is to provide a formal foundation for event processing in the large (language,
syntax, semantics), including corresponding methodologies and algorithms for reasoning on largescale event-based systems and streams. The work will be focused on the development of a) a wellfounded model for representing events, complex events and situations, that will ensure validation
and enable interoperability between complex events, b) a comprehensive methodology for managing
the life-cycle of complex event patterns, from their creation through their evolution.
The Validation property is related to the elimination of any kind of unreliability in sensing by
considering the semantic (formal) model of events, e.g. a wrongly calibrated sensor can be detected
by comparing values of (semantically) related sensors.
The Integration property is related to the on-the-fly aggregation of events coming from
heterogeneous sensors, by keeping their original semantics, e.g. integrating signals from different
cameras (on the street) in a unique data stream.
The methodology will cope also with the problem of Discovering new complex event patterns by
mining existing data repositories.
Task 4.1.3 Intelligent complex event detection
The role of the intelligent (advanced) complex event processing will be researched and algorithms for
advanced complex event detection will be developed. We envision three main areas for IoT
applications: a) Unknown complex event detection, b) Incomplete complex event detection and c)
Unusual complex event detection. The methods will be supported by discovering more information
about the complex event detection process in real time, called reasoning about the complex event
detection processes.
This will enable better interpreting of complex situations by predicting important information in real
time and detecting anomalies on the fly.
The ways of propagating reliability information within detection process will be researched as well.
The primary non-functional criteria will be the scalability of algorithms and near real-time processing
of information from very large amounts of IoT artefacts.
Task 4.1.4 Complex Event Processing tools
On the basis of the previous two tasks, a platform (EDP Service) for complex event processing in IoT
applications will be developed. It will consist of: a Management tool (editing, validating, verifying,
evolving models) for Event Processing and CEP a Detection tool (advance processing). Two important
sub-elements of the Management tool are the Discovery tool and Vizualisation tool.
The software will be developed in two iterations, first and second prototype of the platform.
Task 4.1.5 Testing and integration
The developed tools will be tested and thereafter integrated into the rest of the IoT system, as a
service.
Special adaptors and interoperability tools will be developed.

Deliverables
Milestone 1: Initialized (8)

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D4.1.1 Conceptual Model of the Event Driven Platform (M8)


Milestone 2: Established (18)
D4.1.2 EDP Methodology for managing complex event patterns (M12)
D4.1.3 EDP tools and adaptors (M18)
Milestone 3: Refined (30)
D4.1.4 EDP Service (integrated and tested) (M30)

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IP proposal
IoT4All

Work
package
number

4.2

Work
package title

Service and Cloud Platforms

Activity type

RTD

Participant
number

Participant
short name

ATOS

Start date or starting event:

M4 M33

TXT

CRF

DKR

ING

CAEN

TELIT

INS

AIT

Personmonths per 7
participant

Participant
number

10

11

12

13

14

15

16

17

18

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

AUEB

SIGS

ESD

BMT

35

Personmonths per
participant

Objectives:
The main objectives of this work package include:
Analysis of the functional and non-functional requirements related to Service and Cloud
Platforms so that are able to support the computing and storage requirements of IoT and
provide the necessary levels of reliability, trust, usability and Quality of Service (QoS) as well
as interoperability with the rest of the IoT infrastructure;
Evaluation of existing Cloud Platforms based on the identified functional and non-functional
requirements of IoT and selection of mechanisms, components and functionalities that
need to be included or enhanced;
Design and implementation of the selected components and mechanisms with particular
focus on resource discovery, management, orchestration and resource usage optimisation
with a cornerstone of our approach being the treatment of the resources as dynamic
entities, trust and reputation management, efficient service discovery and composition and
QoS provision;
Integration of the developed components into the Service and Cloud Platform followed by
exhaustive testing and validation against the identified functional and non-functional

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requirements
in order to provide a Service and Cloud Platform which will be able to support IoT as a whole as well
as the pilot applications that will be developed in IoT4All Activity 5. It should be noted that based on
the overall IoT4All plan, an iterative process (including three cycles) in the design and implementation
tasks will be followed that will incrementally result in improved versions of the Service and Cloud
platform to allow for better control on the anticipated progress versus achieved progress, for
incremental evaluation of the platform and for the application of corrective measures through
incremental user evaluation and repeated platform adjustment and refinement.
Description of Work
Task 4.2.1 Service and Cloud Platforms : Requirements Analysis and Specifications
The general requirements for the IoT and well as specific requirements of each pilot case will be
analysed in order to come up with a set of specifications that will be used in order to decide on the
most appropriate cloud platform for IoT. More specifically we will examine and evaluate the pilot
cases as well as the IoT infrastructure as a whole in terms of both computing and storage
requirements and non functional requirements such as QoS guarantees, resource management and
discovery, trust and security. The outcome of this task will be a full set of specifications that will be
fed as input to Task 4.2.2 in order to define the cloud platform that will meet the particular needs of
the IoT infrastructure.
Task 4.2.2 Definition of an appropriate Service and Cloud Platform
Based on the specifications defined by Task 4.2.1, existing cloud platforms will be examined and
evaluated in terms of functional and non-functional requirements (NFRs). In addition to the NFRs set
out by Task 4.2.1 special focus will be given to interoperability issues with the IoT middleware
infrastructure as well as scalability. The objective of this task is to decide which platform is the most
appropriate for the IoT4All scope and what changes need to be made (features added or modified,
security enhanced, stronger QoS guarantees, more efficient resource discovery and management,
etc) in order to fully meet the IoT requirements.
Task 4.2.3 Platform re-design and implementation
The objective of this task is to install and re-design the selected Service and Cloud Platform according
to the guidelines set out by 4.2.2. The first outcome of this task will be a technical design document
outlining the new architecture of the platform that includes the enhanced features and modifications
that have been defined by 4.2.2. Based on this document, the necessary developments will be carried
out in order to create an enhanced cloud computing platform tailored to the functional and non
functional needs of the IoT.
Task 4.2.4 Testing and evaluation
The platform produced by Task 4.2.3 will be tested both and integrated with the rest of the
infrastructure in order to evaluate both its functionality as well as interoperability among the various
platforms and components.
Deliverables
Milestone 1: Initialized (8)
D4.2.1. Service and Cloud Platforms IoT-specific Requirements Analysis and Specifications (M8)

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Milestone 2: Established (18)


D4.2.2. Initial Service and Cloud Platform design and Components Specifications (M12)
Milestone 3: Refined (30)
D4.2.3. Final Service and Cloud Platform and Specifications (M30)

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Work
package
number

4.3

Work
package title

Service Front-end & Collaboration Platforms

Activity type

RTD

Participant
number

Participant
short name

ATOS

Start date or starting event:

M4 M33

TXT

CRF

DKR

ING

CAEN

TELIT

INS

AIT

Personmonths per 7
participant

15

Participant
number

10

11

12

13

14

15

16

17

18

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

AUEB

SIGS

ESD

BMT

Personmonths per
participant

10

Objectives:
Design and develop an open architecture for users to easily access the IoT services
Design and develop an open Platform for IoT Service Front Ends
Design and develop innovative thing-to-thing collaboration/communication services
Design and develop IoT semantic desktop and workspaces
Description of work
T4.3.1: Design and development of an IoT-oriented Service Front End platform (M7 M30)
The F-O-T platforms federation in the IOT4ALL Digital World also includes the extension to the IoT of
an existing SFE platform. The IoS will be dramatically extended and expanded by the presence of
trillions of things, hence current SFE solutions risk to fail making such a wealth of knowledge available
for users, especially nomadic and mobile users. An IoT-oriented SFE needs to be developed in order
to provide users with special services for Real World events and actions.
T4.3.2: Design and development of model-generated workspaces for Things (M7 M36)
This task address the problem of generating workspaces for Things and not just for human users.
Semantic technologies have been so far applied to generate highly customized workspaces for
knowledge workers, including personalized search and documents classification. The IoT will pose
additional challenges for Things to be enabled to work with other Things, i.e. to be able to generate

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their workspace, mostly made of services and not of HCI primitives. What services could be accessed
at a certain instant by the Intelligent Car to find diagnosis hints and solutions? Or what services could
be accessed by the Smart Container to report an anomaly in the itinerary or to double check some
policies and rules?
T4.3.3 Design and development of an open Collaboration Architecture (M7 M30)
OCA (Open Collaboration Architecture) is a reference architecture for CWE (Collaborative Working
Environments) in the Internet of Services. It provides a conceptual framework and specifications for
designing and developing service-oriented collaborations, through mash-up and light compositions of
elementary service components (named CoCos). The advent of IoT will increase not just the number
but the typology of users in ad-hoc and planned collaboration projects. Humans could collaborate
with Smart Objects and Sensors Networks to find a solution of a diagnosis problem or to find the
optimal itinerary for some perishable goods or to take the best decisions in an assistive or emergency
management scenario.
T4.3.4 Design and development of IoT open Collaboration services (M7 M36)
Innovative collaboration services need to be developed for the IoT. The ECOLEAD and COIN
integrated projects already developed several KSB (Knowledge Service Business) collaboration
services in the IoS. The next challenge is to make social-knowledge-business collaboration accessible
by Things, through a set of new services. For instance, services which would allow the creation and
govern of a virtual community of cars (social); services which would allow the representation and
sharing of multimedia material among Things (knowledge); services which would allow the set-up of a
virtual organization of Things, humans, companies to face business opportunities (business).

Deliverables
Milestone 2: Established (18
D4.3.1a Design of an IoT-oriented Service Front End platform (M12)
D4.3.2a The SFE innovative services for the IoT (M18)
D4.3.3a Model generated workspaces for Things (M18)
D4.3.4a Design of the Things Collaboration framework (M12)
D4.3.5a The Innovative IoT-oriented KSB Collaboration services (M18)
Milestone 3: Refined (30)
D4.3.1b Design of an IoT-oriented Service Front End platform (M24)
D4.3.2b The SFE innovative services for the IoT (M30)
D4.3.3b Model generated workspaces for Things (M30)
D4.3.4b Design of the Things Collaboration framework (M24)
D4.3.5b The Innovative IoT-oriented KSB Collaboration services (M30)

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Work
package
number

5.1

Work
package title

Pilots & Take-ups Methodology

Activity type

RTD

Participant
number

Participant
short name

ATOS

Start date or starting event:

M8 M42

TXT

CRF

DKR

ING

CAEN

TELIT

INS

AIT

Personmonths per 15
participant

Participant
number

10

11

12

13

14

15

16

17

18

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

AUEB

SIGS

ESD

BMT

Personmonths per
participant

Objectives:
The first and important step in order to manage a test-cases performance achieving successful results
(which implies proper demonstrations about IoT challenges into real cases) is to define a certain
methodology which is going to lead the development process of such test-cases. Thus, objectives of
this work package are defined as follows:
To establish the same demonstrations concerns focused to apply IoT4ALL approaches to
different pilots (with different end-user domains).
To identify phases and iteration in order to perform pilots focused in the same general
objective
To define guidance and templates in order to be used for obtaining the same expected results from
different domains
Description of work
T5.1.1: General concerns and requirements definition
First step is to define general concerns in order to focus test-cases demonstration to the same target
based in IoT4ALL challenges. Requirements will be defined by classifying between non-functional and
functional requirements. Non-functional requirements will be based in the IoT infrastructure
environments defined in priors work packages related to IoT4ALL architecture. Thus, architecture
approaches will be adapted through methodology templates.

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T5.1.2: Phases and Iterations definition


Once requirements has been defined, similarities and differences along all proposed study cases
should have been clarified in order to define a methodology which adapts its task process to develop
each test-case as an isolated activity but also making them capable to integrate their results for
leading the implementation towards at the same monitoring process. It will ease the control of the
addressing of researching results oriented to IoT4ALL objectives defined since the very beginning.
Phases will be defined by taking into account features about different domains to be implemented
and bases in a base development process opened to be tailored in different industrial environments.
Thus, OpenUP (Open Unified Process) might be an interesting solution as a open source development
process which have the basics tools to produce and adapted methodology. Iteration will come as a
product after analyzing the complex process which every domain is involved.
T5.1.3: Process Monitoring and Iterative Adaptation
Monitoring test-cases implementation performances is going to be based in methodology defined
during T5.1.2. This task will be addressed to modify methodology by adapting achieved results from
each performed iteration. Milestones are needed to be defined in order to identify a finished
iteration and analyze properly the results from this one.

Deliverables
Milestone 1: Initialized (8)
D 5.1.1: Integrated Requirements definition (M8)
Milestone 2: Established (18)
D 5.1.2: Pilot Performing Methodology (M18)
Milestone 3: Refined (30)
D 5.1.3: Pilot Performing Integrated Iterated Results (M20)

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Work
package
number

5.2

Work
package title

Pilot 1. i.e. Self-repairing car

Activity type

RTD

Participant
number

Participant
short name

ATOS

Personmonths per
participant

Start date or starting event:

M8 M42

TXT

CRF

DKR

ING

CAEN

33

TELIT

INS

AIT

Participant
number

10

11

12

13

14

15

16

17

18

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

AUEB

SIGS

ESD

BMT

Personmonths per
participant

Objectives:
This activity aims at integrating and testing the IoT4all technologies in the Self-Repairing Car pilot,
building on the technologies and components developed in research activities 1, 2, 3 and 4.
In concrete, in this work-package we integrate and test IoT4all techniques and tools to:

Build innovative services in the usage phase of the smart product lifecycle;

Interact proactively with other objects in order to create, maintain, improve and
communicate knowledge;

Aggregate, analyse, display and refine information coming from different sources (things,
people) and through different means (wireless/ wired, vocal/ textual)

Fuse and resolve conflict between data coming from different internal and external sources;

Refine and adapt strategies according to the context of use;

Provide a resilient, safe and efficient services framework, also in case of network failure e.g.
by distributing and sharing information between objects in the Internet of Things (smart
phones, ECUs, tags, etc).

The products rely on the telematics and communication devices on-board to interact with
neighbouring objects (other vehicles, road or garage infrastructure, electronic devices and other
components taken on-board, external objects such as the garage tools) and remote services
providers.
Description of work

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Task 5.2.1: Integration and pilot tests


[Leading partner CRF, All other partners involved, M8 M40].
The application will provide a real-world problem, on which testing activities will be performed, in
order to provide useful feed-back on the technology development work-packages based on real tests
and to enable to proceed with the spiral implementation. The activities will be to:

Define the users, tasks and context of use

Set up the objectives of the demonstrator

Achieve the application-specific system integration and customisation

Task 5.2.2: Pilot Evaluation


[Leading partner CRF, All other partners involved, M28 M42].
The major tasks of the evaluation and validation plan are to:

Set up the validation, analyse data and results

Verify if goals were achieved

Archive information for re-use, reference and values.

The task will also identify the technical risks for implementation at the industry level.
Task 5.2.3: Critical Issues and Barriers (Business)
[Leading partner CRF, All other partners involved, M28 M42].
This task will address the critical issues and barriers for implementation, and develop a roadmap for
implementation at the industry level, taking into account the technical and business risks.
For this purpose, the task comprises the following activities:

Define roles, activities, and documentation templates

Model reference processes based on the results and experiences of work-packages 3.2 and
previous tasks

Identify and formulate performance indicators for controlling these processes


Develop a roadmap for implementation on an industry level including analysis of current barriers and
risks.
Deliverables
Milestone 4: Matured (42)
D5.2.1. Pilot Implementation of the Self-Repairing Car Application (M40)
D5.2.2. Test and Evaluation Report of the Self-Repairing Car Application (M42)
D5.2.3. Roadmap for Industry Level Implementation incl. Analysis of Critical Issues and Barriers
(M42)

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Work
package
number

5.3

Work
package title

Pilot 2. i.e. Sustainable Logistics

Activity type

RTD

Participant
number

Participant
short name

ATOS

Personmonths per
participant

Start date or starting event:

TXT

CRF

DKR

ING

10

M8 M42

6
CAEN

7
TELIT

INS

AIT

15

Participant
number

10

11

12

13

14

15

16

17

18

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

AUEB

SIGS

ESD

BMT

15

Personmonths per
participant

20

Objectives:
The aim of this WP is to support the Sustainable Logistics pilot, deploying the IOT4ALL architecture in
industrial settings and assessing its overall performance and the delivered value. WP 5.3 has the
following objectives:
To elicitate the requirements for the sustainable logistics scenario
To design and develop the specific sustainable logistics services, building on the IOT4ALL
architecture
To run a field trial and monitor the performance of individual modules as well as the performance
of the system as a whole
To evaluate the trials results against the project objectives
To explore how the system can be used to raise the consumers environmental consciousness
Description of work
Task 5.3.1. Sustainable Logistics Scenario Requirements Analysis
The aim of this task is to capture the user requirements through a set of interviews with the
participating user company (DIAKINISIS) as well as involving other user companies and selected
product suppliers from the FMCG sector. The user requirements shall indicate the desired
functionality of the system. The necessary energy, environmental and operational data that the
system should capture and manage, indicating linkage with existing systems, will be defined.

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Furthermore this task will include modelling of existing processes, automatic data-capturing
requirements and requirements related to the overall IOT4ALL architecture.
Task 5.3.2 Sustainable Logistics Services Design and Development
This task will design and develop (making the appropriate customisation) the prototype modules
supporting the sustainable logistics services to facilitate the monitoring of environmental profile of
products and processes in all relevant aspects (carbon, energy, other parameters). This task will build
on the Novel IoT SCM and Logistics applications developed in WP3.2 and on the overall IOT4ALL
underlying architecture. Testing and integration with the rest of the IOT4ALL architecture and the
user companys ERP system is also included in this task.
Task 5.3.3 Field Trial Preparation
This task will make all necessary preparations for the field trial to start. The involved partners shall
initially identify the required infrastructure regarding hardware, software, human resources, possible
operational reconfiguration and any other asset/resource that needs to be in place for the trial. The
tasks aim will be to ensure that the complete system infrastructure, including all required peripheral
resources, is deployed and are fully operational before the start of the trial. Any problems shall be
promptly identified and resolved within the tasks scope.
Task 5.3.4. Field Trial
This task will carry out the actual field trial, during which the proposed infrastructure will be tested in
real industrial settings. The involved partners will train the end users and analyze the systems aims
and functionality in order to ensure a smooth system adoption. The systems performance shall be
closely monitored and the maximum possible availability shall be targeted. The trial shall be
evaluated against the initial project objectives and user requirements. Any special issues resulting
from the use of the system (e.g. operational, political etc) shall be explicitly reported.
Task 5.3.5. Overall Assessment and Business Validation
The aim of this task will be to evaluate the systems effectiveness and assess its impact on business
operations. The system will be evaluated with regard to its availability, scalability, responsiveness,
security and any other aspects that will be defined as critical. In addition to that, the business impact
that the system had will be assessed, especially the extent to which the system contributed towards
greener operations and strategies, better use of energy and resources as well as stimulating the
firms environmental activities in general. Finally, the task shall assess the value of the systems
individual building blocks as seen through the trial, suggesting ways for enhancing them and
disseminating their use across the industry.

Deliverables
Milestone 1: Initialized (8)
D 5.3.1. Sustainable Logistics Pilot Requirements (M8)
Milestone 3: Refined (30)
D 5.3.2 Sustainable Logistics Demonstrator (M30)
Milestone 4: Matured (42)
D 5.3.3. Sustainable Logistics Pilot Assessment and Business Validation (M42)

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IoT4All

Work
package
number

5.4

Work
package title

Pilot 3. i.e. Ambient Assistive Living

Activity type

RTD

Participant
number

Participant
short name

ATOS

Start date or starting event:

TXT

CRF

DKR

ING

M8 M42

6
CAEN

7
TELIT

INS

AIT

Personmonths per 15
participant

Participant
number

10

11

12

13

14

15

16

17

18

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

AUE

SIGS

ESD

BMT

30

22

Personmonths per 10
participant

Objectives:
This activity aims at integrating and testing the IoT4all technologies in the Ambient Assisted Living
pilot, building on the technologies and components developed in research activities 1, 2, 3 and 4.
More concretely, in this work-package, IoT4all techniques and tools will be integrated and tested to:

Build innovative services in the usage phase of the smart product lifecycle;

Interact proactively with other objects (at home and/or not) in order to create, maintain,
improve and communicate knowledge;

Aggregate, analyse, display and refine information coming from different sources (devices
that could include householod appliances, PDAs, smartphones, GPS systems, sensors, RFIDequipped hardware) and through different means (wireless/ wired, vocal/ textual)

Fuse and resolve conflict between data coming from different internal and external sources;

Refine and adapt strategies according to the context of use;

Provide a resilient, safe and efficient services framework, also in case of network failure e.g.
by distributing and sharing information between objects in the Internet of Things
(smartphones, ECUs, tags, etc).

The products rely on the telematics and communication devices at home to interact with both inhouse equipment and neighbouring objects/people (outside environment infrastructure, relatives
devices, etc) and remote services providers.

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IoT4All

Description of work
Task 5.4.1: Integration and pilot tests
The application will provide a real-world problem, on which testing activities will be performed, in
order to provide useful feed-back on the technology development work-packages based on real tests
and to enable to proceed with the spiral implementation. The activities will be to:

Define the main user (cared person), other users, tasks and context of use

Set up the objectives and goals of the demonstrator

Achieve the application-specific system integration and customisation

Task 5.4.2: Pilot Evaluation


The major tasks of the evaluation and validation plan are to:

Set up the validation, analyse data and results

Verify if goals were achieved

Archive information for re-use, reference and values.

The task will also identify the technical risks for implementation at the industry level.
Task 5.4.3: Critical Issues and Barriers (Business)
This task will address the critical issues and barriers for implementation, and develop a roadmap for
implementation at the industry level, taking into account the technical and business risks.
For this purpose, the task comprises the following activities:

Define roles, activities, and documentation templates

Model reference processes based on the results and experiences of previous work-packages

Identify and formulate performance indicators for controlling these processes

Develop a roadmap for implementation on an industry level including analysis of current barriers and
risks.
Deliverables
Milestone 4: Matured (42)
D5.4.1. Pilot Implementation of the AAL Application (M40)
D5.4.2. Test and Evaluation Report of the AAL Application (M42)
D5.4.3. Roadmap for Industry Level Implementation incl. Analysis of Critical Issues and Barriers
(M42)

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IoT4All

Work
package
number

5.5

Work
package title

Pilot 4 i.e. Homeland security

Activity type

RTD

Participant
number

Participant
short name

ATOS

Personmonths per
participant

Start date or starting event:

TXT

CRF

DKR

ING

M8 M42

6
CAEN

TELIT

INS

AIT

Participant
number

10

11

12

13

14

15

16

17

18

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

AUEB

SIGS

ESD

BMT

15

Personmonths per 10
participant

10

Description of work
Task 5.5.1: System integration
[Leading partner EVID, All other partners involved, M8 M40].
A real-world problem will be selected amongst those the partners work with in their day to day.
These include port security, airport security and health crisis management. The criteria for selection
will include the ease with which the problems can be brought into the framework of IoT4All, the
benefits to be obtained, the availability of the necessary hardware and the commitment of end-users.
We will then set up the objectives of the demonstrator in detail, define the specific technical
requirements, map out the work to be carried out, create the application and integrate it with all
necessary ancillary components.
Task 5.5.2: Test and Evaluation
[Leading partner BMT, All other partners involved, M28 M42].
Test and evaluation plans will be created. Whereas test will be concerned mostly with ensuring the
system satisfies the technical requirements, evaluation will focus on determining if the system
satisfies the overall end-user objectives and brings in the expected social and economic benefits.
Testing will be carried out by the system developers whilst evaluation will be the preserve of the
system end-users. Detailed test and evaluation reports will be written for future reference. These
will also cover the risks for implementation at a wide EU level. This will feed into the work of Task
5.5.3.
Task 5.5.3: Road Map

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IoT4All

[Leading partner EVID, All other partners involved, M28 M42].


This task will devise a road map for implementation at a wide level. This will be done interactively
with the outside community, particularly with the end-user community of the selected pilot. Tasks
5.5.1 and 5.5.2 will enable us to have the demonstration and documentation which will convince
outside end-users of both the feasibility and the advantages of the approach. A set of demonstration
workshops conducted with a wide participation of outside end-users will elicit the critical issues and
barriers to wide implementation as well as the possible approaches to circumventing these obstacles.
The final road map will cover these points extensively and be the basis for actual dissemination and
implementation of the results in the wider user group in this domain.
Deliverables
Milestone 4: Matured (42)

D5.5.1. Integrated Pilot Implementation (M40)


D5.5.2. Test and Evaluation Report (M42)
D5.5.3. Roadmap for EU wide Implementation (M42)

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IoT4All

Work
package
number

6.1

Work
package title

Dissemination & Training

Activity type

RTD

Participant
number

Participant
short name

ATOS

Personmonths per
participant

Start date or starting event:

M8 M42

TXT

CRF

DKR

ING

CAEN

7
TELIT

INS

AIT

Participant
number

10

11

12

13

14

15

16

17

18

Participant
short name

LISSI

EVID

KIN

NTUA

FZI

AUEB

SIGS

ESD

BMT

42

Personmonths per 2
participant

Objectives:
The dissemination activities will inform the scientific and technical community about the progress of
the project. It will ensure timely impact creation based on IOT4ALL project results with high industry
and academic visibility, through raising awareness of project goals, transmitting results and issuing
announcements regarding developments.
All dissemination activities have the objective to build and to enlarge the IOT4ALL community.
The members of the IOT4ALL community will become a major driving force of developing and offering
an open architecture based on open protocols, in particular to SME`s.
Training
Training activities will produce a set of training and demonstration materials and courses and
participate in and create in training modules for courses in universities and engineers schools. This
will allow the IoT4All partners to develop specialities in other areas of the project and will increase
the uptake of IoT4All results in the community.

Description of work
T6.1.1 - Dissemination Strategy
SIGS will develop a high level strategy for the dissemination of results and project objectives and
developments. An inital strategy will be developed early in the project and refined periodically

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IoT4All

according to developments in the market and in the project. The strategy defines WHO the
stakeholders are (ie target groups for dissemination activity) and WHAT the core messaging and
branding of the project is.
T6.1.2 - Dissemination Plan
SIGS will coordinate all dissemination activities of the IOT4ALL project. This will be driven by a specific
dissemination plan that sets out HOW, WHEN and WHERE dissemination actions will occur. This plan
will ensure that activities such as press releases, journal articles and event attendance are timed to
coincide with important developments inthe project such as the release of results, and that they are
coordinated between partners.
Such actions include, but are not limited to: press releases, blog posts and content seeding, branding,
Wikipedia, whitepapers, newsletters, peer-reviewed journals, conferences and demonstration events,
flyers, merchandising, interviews, videos, webcasts, tutorials, workshops and webinars. The
dissemination plan also considers the role of social media (eg. YouTube, Linkedin, Sharethis, Digg, etc)
for dissemination means. It is clear that not all these tools will be appropriate all the time. The merits
of each must be evaluated regarding the intended audience, the message to deliver and our ability to
apply them.
Nonetheless we have already identified that the project web page will be an important focal point of
the strategy. Not only is it an indispensible way for the public to contact us, but through the
application of web marketing techniques, it become well known within a very short period of time
within the European software engineering community as well as the financial services and e-tourism
community. This gives us a very powerful tool to drive uptake of results. We also are committed to
the use of scientific journals and conferences which are an established method of recording and
present findings and opening debate on them.
The plan will be renewed on a 12 month basis reflecting to the evolution of the project and the
market.
It is important to recognise the resources of that the dissemination manager SIGS DATACOM has
agreed to commit, which will be leveraged extensively:
Journals - OBJEKTspektrum, JavaSPEKTRUM and BI Spektrum (BI Business Intelligence have a print run
of 15.000 copies each and are published each six times a year. They would reserve half a page in each
issue to report about the progress of the IOT4ALL project.
Contact database - The SIGS database contains aprox. 75.000 email addresses including addresses
from Germany Switzerland, Austria, UK, Scandinavia, Benelux, Italy, Spain etc which all have an Opt
in. Advertisements and banners in our monthly Newsletters are addressed to 44.000 recipients. In
addition they have another 12.000 addresses in the area of Data Warehousing and Business
Intelligence. This would be exploited for mail shots (2 p.a.), newsletters (3 p.a) and surveys (1 p.a.)
SIGS DATACOM Knowledge Library - an important new feature of the website is the Knowledge
Library which guarantees that significant traffic is taking place on the website and where IoT4All
content can be placed. All relevant menu points of the SIGS DATACOM website will be linked to the
IOT4ALL website. In addition, a special section on the SIGS DATACOM website will be dedicated to the
IoT4All project. Within this section we will promote all the latest information regarding the IOT4ALL
project. Traffic will be monitored and report back to the organizers on a monthly basis.
Events The leading European software conference, OOP, www.oop2010.de, is organized by SIGS
DATACOM. We propose to hold as of 2012 an IOT4ALL user conference during this event. Moreover,
as of 2011 IOT4ALL will get a booth, free of charge, during the OOP conference. In the OOP
programm the project results of IOT4ALL will be communicated to the European software community
and in addition TDWI ( The Data Warehouse Institute) will offer a both free of charge, as of 2011,
during the annual European TDWI conference.

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IoT4All

More details of this can be found in section 3.


T6.1.3 Recording and evaluating dissemination activities
This task compiles a record of all dissemination activities to have occurred and will analyse feedback
received on them. The conclusions from this analysis will guide future activities. It is an annual task.
T6.1.4 Training
This task consists of:
Development of training and demonstration material. This will include general presentation of
the objectives and the contents of the IoT4All project and introductory tutorials on IoT
technologies.
Internal Training Sessions. Organization of specific training sessions for the IoT4All community
External training sessions. Such sessions address a large spectrum of potential users : industry
and Service companies involved in the different sectors represented by specific areas of
IoT4All. We will emphasize on SMEs and service sectors. All this activity will be performed in
strong coordination with the core dissemination activity to maximise impact.

Deliverables
Milestone 1: Initialized (8)
D6.1 - Dissemination Strategy (M6)
D6.1.1a Dissemination Plan (M6)
D6.1.2a Training material version 1 (M8)
Milestone 2: Established (18)
D6.1.1b Dissemination Plan (M18)
D6.1.2b Training material version 1 (M18)
D6.1.3 Internal training sessions for IoT4All (M14)
Milestone 3: Refined (30)
D6.1.4 External training sessions on the use of IoT4All results (M30)
Milestone 4: Matured (42)
D6.1.5 Dissemination Report (M42)

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Work
package
number
Work
package title
Activity type
Participant
number
Participant
short name
Personmonths per
participant
Participant
number
Participant
short name
Personmonths per
participant

IP proposal
IoT4All

6.2

Start date or starting event:

M6 M42

Exploitation & International Cooperation


OTH
1

ATOS

TXT

CRF

24

10

11

12

13

LISSI

EVID

KIN

11

TR-SLO

5
ING

CAEN

TELIT

INS

AIT

70

14

15

16

17

18

NTUA

FZI

AUE

SIGS

ESD

BMT

Objectives:
The objectives of this work package are to ensure the long-term sustainability of the results. This will
be done though 1) comprehension of the market and conditions for success, 2) appreciation of our
capabilities and delivering a well defined product that builds upon our core capabilities and is
competitive in the marketplace 3) a detailed and methodical approach to product positioning (pricing
and marketing) and 4) a disciplined and committed interaction between these activities and the
release of information through the dissemination work package. This will be broken down in to the
following objectives:

Collect the requirements from the business viewpoint and provide this as input for the
architecture and development activities.

Quantify the potential market for results and the critical success factors for their
adoption.

Derive and validate a value chain for the sector, identifying points of conflict between
roles and understanding the capacities and limitations of the consortium.

Investigate the competitive landscape in terms of direct competitors and substitutes, the
bargaining power of buyers and suppliers, the threat of new entrants and internal rivalry.

Define the product at an early stage and refine it as more data regarding market
conditions and salient technical innovations are identified.

Develop a positioning strategy and related marketing plan.

In addition, technical results can be exploited on a result by result basis when a secondary application
is identified that does not require the entire IoT4All results. The objectives here are:

Identify the major innovations of the technical results and find strategies within each
partner to exploit them.

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IoT4All

Facilitate the establishment of potential joint exploitation activities where appropriate


(not necessarily consortium wide).

Establish a dialogue with identified stakeholders to raise awareness and anticipation of


results and to identify their requirements (through the dissemination work package).
We foresee in this work package the organisation of 3 industrial international (INCO) advisory board.
Description of work
Task 6.2.1: Business requirements, Market Sizing and critical success factors (M1-12)
This task provides an initial description of what the IoT4All product is and investigates the
requirements that business users will have of it. This can cover a broad range of topics: security,
compatibility, usability, cost, requirements, learning curve and so on. It also segments the market
according to suitable criteria: customer type, geographic region, end use, economic sector, customer
size. Early in this analysis, appropriate grounds for segmentation must be defined. Subsequently
analysis will quantify the size of each of these market segments and calculate the RAM (realistically
available market) and ascertain the critical success factors for serving that market segment. Here we
will use analyst reports, interviews, telephone surveys, guesstimates and internet research to
produce the data.
Task 6.2.2: Consolidated Market Analysis (M12-24)
This task takes the above market analysis and consolidates with a study of existing competitors, likely
competitors and substitutes to understand the industry landscape. We will derive a value chain for
the sector so that we can follow the creation and capture of value and how each actor interacts. Is
the industry growing?, shrinking?, prone to fluctuations? We will recognise potential conflict and
understand profitability drivers. We will use a Porters five forces model to model how power lies in
the industry: are buyers all powerful? This can drive down profitability. Is the threat from new
entrants high? This is initially good for us, but how can we protect our position once achieved? The
results of this analysis can have implications such as the role that switching costs play in profitability
and whether lock in is something we should encourage or discourage in product development.
Task 6.2.3: Detailed product definition and positioning (M24-42)
This task takes a look at the technical achievements in the project and defines the offering we can
make to the market. We must start to take decisions regarding which segments we will serve. Are we
following a niche strategy or a differentiated one? Are we to be low-cost or open source? We must
accept the consequences this may have for the technical work. New imperatives may emerge if we
decide to be generic or target specific segments. This will be evolved over the last 18 months of the
project and the business team must liaise increasingly tightly with the dissemination team to ensure
that promotion is addressing the right targets and is on message.
Task 6.2.4: Individual Exploitation plans (M24-42)
As mentioned above, there is another side to exploitation which does not consider the conjunct of
project results as a single entity. Alternative applications for components and knowledge are
common and each partner will attempt to recognise these alternative applications and how they can
take advantage of them. This involves a self-analysis by each partner to recognise target areas and an
analysis of available components. Each partner will produce two iterations of an individual
exploitation plan, where these will be reported. They can be confidential upon request.
Task 6.2.5: International Cooperation (M12-42)
Will foster the organisation of the Industrial advisory board, inviting attendees of the Asiatic
countries as well as American.

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IoT4All

Deliverables
Milestone 2: Established (18)
D6.2.1 - Business requirements, Market Sizing and critical success factors (M12)
D6.2.5a Annually Industrial advisory board will be organized (M12)
Milestone 3: Refined (30)
D6.2.2 - Consolidated Market Analysis (M24)
D6.2.3a Detailed product definition and positioning (M30)
D6.2.4a Individual exploitation plans (M30)
D6.2.5b Annually Industrial advisory board will be organized (M24)
Milestone 4: Matured (42)
D6.2.3b Detailed product definition and positioning (M42)
D6.2.4b Individual exploitation plans (M42)
D6.2.5c Annually Industrial advisory board will be organized (M36)

1.3.5 Summary of staff effort


A summary of the staff effort is useful for the evaluators. We identify the work-package leader for
each WP by showing the relevant person-month figure in bold.

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IoT4All

PartnerNumber
Partner Name
Country
Type of Organisation
Funding

10

11

12

13

14

15

16

17

18

ATOS ORIGIN

TXT

CRF

Diakrinisis

INGEMA

CAEN

TELIT

INSIEL

AIT

LISSI Paris 12

Evidian

Kinamik

NTUA

FZI

AUEBELTRUN

SIGSDATACOM

ESADE

BMT

Spain

Italy

Italy

Greece

Spain

Italy

Israel

Italy

Greece

France

France

Spain

Greece

Germany

Greece

Germany

Spain

UK

LE

LE

LE

LE

ACA

SME

LE

LE

ACA

ACA

LE

SME

Research

ACA

SME

ACA

LE

50%

50%

50%

75%

75%

50%

50%

75%

75%

50%

75%

75%

75%

75%

75%

75%

50%

2,00

0,00

0,00

0,00

0,00

0,00

0,00

2,00

ACA

Workpackage Title

WP Lead
Contractor

WP0.1 General Coordination

ATOS

MGT

81,00

63,00

10,00

2,00

0,00

0,00

0,00

0,00

2,00

0,00

WP1.1 Architectural Design and Dimensions Coordination

TXT

RTD

80,00

10,00

15,00

7,00

7,00

7,00

10,00

7,00

7,00

10,00

WP1.2 Semi-permeable osmotic *wares

AIT

RTD

48,00

7,00

7,00

15,00

9,00

10,00

WP1.3 Trust, privacy & security

EVIDIAN

RTD

66,00

15,00

30,00

7,00

7,00

WP1.4 Integration, Testing, Verification/Validation

ATOS

RTD

93,00

8,00

7,00

10,00

9,00

12,00

WP2.1 Smart IOT Microsystems and Wireless Sensor Networks

TELIT

RTD

96,00

14,00

9,00

WP2.2 Distributed Intelligence and Smart Objects

INSIEL

RTD

57,00

WP2.3 Smart Spaces and User Interaction

TXT

RTD

55,00

WP2.4 Real World Management & Governance

AUEB

RTD

34,00

WP3.1 Novel IoT Cars Diagnosis Applications

CRF

RTD

32,00

WP3.2 Novel IoT SCM Applications

TXT

RTD

35,00

WP3.3 Novel IoT AAL Applications

ATOS

RTD

34,00

WP3.4 Novel IoT Homeland Security Applications

BMT

RTD

34,00

WP3.5 Socio-economics, Business models and value proposition

ESADE

RTD

54,00

WP4.1 Event Driven Platforms

FZI

RTD

69,00

WP4.2 Service & Cloud Platforms

NTUA

RTD

WP4.3 Service Front-end and collaboration Platforms

TXT

RTD

WP4.4 Semantic Reasoning Platform

LISSI

RTD

WP5.1 Pilots & Take-ups Methodology

ATOS

WP5.2 Pilot 1. i.e. Self-repairing car

CRF

WP5.3 Pilot 2. i.e. Sustainable Logistics

Type of Activity

TOTAL
0,00

7,00
25,00

12,00
38,00

15,00

7,00

35,00

8,00

30,00

7,00

12,00

10,00

10,00

10,00

10,00

12,00

7,00

15,00

25,00

15,00

5,00

8,00

7,00
20,00

7,00

7,00
7,00

10,00

7,00

56,00

7,00

7,00

39,00

7,00

15,00

RTD

29,00

15,00

6,00

RTD

45,00

6,00

AUEB

RTD

78,00

6,00

WP5.4 Pilot 3. i.e. Ambient Assistive Living

INGEMA

RTD

89,00

WP5.5 Pilot 4 i.e. Homeland security

EVIDIAN
SIGS
DATACOM

RTD

67,00

6,00

WP6.1 Dissemination & Training

OTH

89,00

6,00

2,00

WP6.2 Standardization, Exploitation & International Cooperation

ATOS

RTD

154,00

24,00

6,00

3,00

TOTAL

1514,00

183,00

152,00

65,00

20,00

7,00

2,00

7,00
7,00

15,00

10,00

15,00

7,00
7,00

28,00

40,00

35,00
10,00

7,00

8,00
33,00

6,00
10,00

6,00

6,00

20,00

15,00

30,00

22,00
6,00

2,00

17,00

32,00

3,00

2,00

6,00

3,00

70,00

2,00

2,00

86,00

105,00

112,00

96,00

6,00

10,00
10,00

15,00

6,00

2,00

4,00

6,00

5,00

2,00

3,00

11,00

8,00

4,00

7,00

2,00

102,00

57,00

98,00

89,00

61,00

96,00

15,00

6,00
10,00
42,00

42,00

6,00

8,00

2,00

2,00

7,00

5,00

69,00

52,00

FP7-ICT-2009-5
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IP proposal
IoT4All

1.3.6 Graphical presentation of the components showing their interdependencies

Activity 0

Activity 2

Activity 3

Activity 4

Activity 1

Activity 5

Activity 6

1.3.7 Risk Management


A simple but state-of-the art risk management plan will be developed and implemented as a project
deliverable within the first six months. The plan will address:

Identify the risks (of any nature) which might occur in the project.

Assess the likely severity of each risk and its potential impact on the project.

Assess the potential probability of the risk.

Identify the measures which may be necessary, if relevant, to offset or prevent the
occurrence of the risk

Identify the measures that may be necessary, if relevant, to minimize the impact of the
associated event should it nevertheless occur

Detailed risk management procedures and related contingency plans are described in Section 2.1.8.

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Section 2: Implementation
2.1.

Management structure and procedures

2.1.1. Organization structure and decision making mechanism


The management of complex constructs like an Integrated Project requires a very efficient and wellstructured project organization. Of particular importance are the distribution of responsibilities and
the flow of information, both for controlling and reporting. A clear conflict management is required
to ensure fast and acceptable conflict resolution, while reducing the risks of escalations of disputes. A
thorough assessment and analysis of potential risks is also important to prepare cover-up actions if
required.
The overall IoT4ALL management structure is shown in the figure below:

EUROPEAN COMISSION

A0 - Project Coordination & Management


External
International Advisory
Committee (EAC)

IPR Audit
Committee
(IAC)
General
Assembly

Business Advisory
Committee

IP Co-ordination
Committee
(IPCC)

Reports,
directions...

IP Co-ordination
(IPC)

IP Manager
(IPM)

IP Secretariat
(Administrative,
financial, legal support)

Executive IP Management
(EPM)

Controlling
path
Reporting path
(admin)

Activity 1
Leader

Activity 2
Leader

Activity 3
Leader

Activity 4
Leader

Activity 5
Leader

Activity 6
Leader

Activity 1

Activity 2

Activity 3

Activity 4

Activity 5

Activity 6

Figure 2.1 IoT4All Management Structure procedures

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2.1.2. Management bodies


Detailed rules for the composition of the IP management bodies and their decision-making
procedures will be described in the IOT4ALL Consortium Agreement.
General Assembly (GA)
The General Assembly (GA) is the highest body of the IP. All partners of the Consortium are
represented in the GA. Upon recommendations from the Executive IP Management (EPM) and/or the
IP Co-ordination Committee (IPCC), the GA takes final decisions on the overall-policy of the
Consortium, on modifications or extensions of the Consortium Agreement, or of the objectives of the
IP. The IPCC and the EPM will keep the GA informed about the progress and achievements.
The GA shall solve conflicts within the Consortium that could not be resolved by the EPM or the IPCC.
Members of the GA shall have differentiated voting power, which is based on their companys overall
contribution to the IP. To reflect in the voting power a mix of money and person-power committed
to the project, each partner represented in the GA will have one vote for each 100.000 share of the
total project budget, plus one vote for each person-year provided within the project (parts will be
rounded up). Each partner has at least one vote. If the project shares change, the number of votes
will be adjusted accordingly.
Decisions on budget (re-) allocation, release of joint funds, replacement of officers, launch of work
packages, change of work packages between partners, new Consortium partners, alterations of the
Consortium Agreement, or of the contract need a 75% majority as well as a quorum of 2/3 of all
parties. For any other decision a majority of the votes and a majority of the parties are required.
The GA meets regularly twice a year, and if more than 20% of the GA members require it. It can take
decisions by correspondence. The IP Coordinator will chair the GA. The IP Manager and the
Commission IP officer are ex officio members of the GA.
External Advisory Committee (EAC)
The External Advisory Committee (EAC) advises the IP on its scientific direction. It reviews on a yearly
basis the progress made and gives advises on the scientific aspects of the IP (e.g. new academic or
technological achievements the IP should consider, new important trends, new societal
developments the IP should take into account, etc.). The EAC is also invited to propose ideas on
generating new business and exploiting project results further.
High profile industry and academia representatives of related areas constitute the EAC. Every
Consortium partner can propose EAC members. The GA, with the consent of the Commission, selects
and nominates the members of the EAC. The EAC should have not more than 7 members. The EAC
meets once a year or upon specific request by the GA. The IP Coordinator shall chair the EAC. The IP
Manager, the Commission IP Officer and the Work Package Leaders shall be represented at the
meetings. Suggestions from the EAC are sent to the IPCC and may be forwarded to the GA. The GA
decides on acceptance or consideration of EAC proposals forwarded to them, or may leave the
decision to the IPCC.(Patrick GUILLEMIN ETSI Cluster of European Research Projects on IoT
Coordinator will be part of the IPCC.)
IPR Audit Committee (IAC)
The IPR Audit Committee is a small group, which shall meet once a year or upon request by the GA.
The IPR Audit Committee will assess all IPR relevant information that was brought in the project or
was developed within the project. Based on the ownership of IPR, access rights and use of results
shall be determined and regulated. The IPR Audit Committee gives recommendations to the GA on
the handling of the assessed IPR issues. The IPR Audit Committee shall consist of not more than three
experts with IPR background recruited from the Consortium partners.

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Business Advisory Committee (BAC)


The Business Advisory Committee (BAC) shall be composed of high profile business managers
recruited from the Consortium partners. It is expected that about 3 experts should come from large
corporations and 1 from SMEs (these numbers are only indicative). The BAC shall develop concrete
proposals how new business may be generated and how exploitation should be organised from the
project results. Any GA or IPCC member can propose BAC members. The GA decides on the
composition of the BAC. The IP Coordinator will chair it. The IP Manager is an ex-officio member of
the BAC.
IP Co-ordination Committee (IPCC)
The IP Co-ordination Committee is responsible for the technical overall management of the IP and
the co-ordination between the different work packages. This includes assessment of progress
reports, maintenance of work plans, resource re-allocation (if required) and first level conflict
resolution. The IPCC meets regularly monthly and works continuously between the meetings by email and audio/video conferences. The IPCC consists of the IP Coordinator, the IP Manager, and
leaders of activities.
The IP Manager (supported by the IP Secretariat) is responsible for calling the meeting, preparing the
agenda, chairing the meeting, and for the minutes. Decisions in the IPCC shall be taken by consensus.
If a consensus cannot be reached, decisions shall be taken by simple majority of all attending
representatives, provided more than 50% of all IPCC members are present. In cases of budget and
resource (re-) allocation, determining a defaulting party, procedures for the management of
knowledge, decisions on technical roadmaps, deciding on press releases and joint publications, a
majority of 75% of the votes is necessary. All IPCC members shall have the same voting power. In
cases, where no final decisions can be reached, the issue has to be brought to the attention of the GA
for conclusion.
Executive IP Management (EPM)
The EPM is the intermediary between the Commission and the Consortium. The EPM is responsible
for the day-by-day project management of the whole IP. It consists of the following entities:
IP Coordinator (IPC) (including coordinator project manager)
IP Manager (IPM)
IP Secretariat
The EPM is the interface between the GA and the IP Execution (Project), and is overall responsible for
the success and smooth running of the project.
The EPM will also be personally involved in resolving conflicts and attending all meetings and events
where they are needed. The EPM will ensure availability and take measures to be able to respond
within 24 hours during working days.
Decisions of the EPM are binding and can only be overturned by a concrete alternative decision of
the GA. The EPM should consult the IPCC on important issues and aim at achieving consensus, but
the IPCC cannot overrule decisions of the EPM on day-to-day issues. However, the IPCC may initiate a
change of the EPM members via the GA in case of problems.
The EPM will organise all overall project reports and metrics, ensure smooth operation and timely
financial transactions and organise audits by the Commission.
In IOT4ALL the main management responsibilities are split into:
The administrative and financial part, which is managed by the IP Co-ordinator, and
The technical part, which is managed by the IP Manager

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This approach has many advantages, such as a better distribution of the management tasks
according to the required skills and experiences, a stronger (because team-based) decision process,
an enhanced availability and responsiveness because the IPC and the IPM act as deputies for each
other, a less-biased decision making, and a faster management, because parallel work is possible.
Since the management of a big activity like an IP requires a team anyhow, there is no overhead
created by splitting the administrative/financial and the technical parts properly.
IP Coordinator (IPC)
The IPC is nominated by the IP Consortium and indicated in the contract and Consortium Agreement.
The IPC is responsible for the IP project controlling, in particular for the administrative and financial
reporting, project time controlling, co-ordination issues and overall IP activities (e.g. training,
dissemination). He/she is also responsible for the correct application of all EU rules, particularly
concerning handling the payments and keeping the accounts. The IPC acts as a deputy of the IPM.
IP Manager (IPM)
The IP Manager (IPM) is nominated by the IP Consortium and indicated in the Consortium
Agreement. The IPM is responsible for the overall technical management and technical co-ordination
within and between work packages. The IPM is the direct contact point to the Activity Leaders (ALs).
The ALs send all technical progress reports to the IPM. The IPM reports to the IPC and the IPCC. In
case of conflicts that cannot be solved by the IPM and IPC, the IPCC or, if this is not possible, the GA
shall be contacted. The IPM acts as a deputy of the IPC.
IP Secretariat
The IP Secretariat provides secretarial, administrative, financial and legal support to IPM and IPC. The
IP Secretariat shall have a permanent contact person that also supports project participants, ALs, and
IPCC members. At least one person should be permanently available.
Activity Leader (AL)
The Activity Leader (AL) is responsible for the technical management of the Activity (A) that has been
assigned to him/her. The AL may be supported by a number of WP Leaders of the same Activity. They
report to the AL on a regular basis. For all technical co-ordination the AL reports to the IPM. For
progress reporting (e.g. quarterly reports, financial reporting, etc.) the AL reports directly to the IPC
(always keeping the IPM informed).
Activity Committee (AC)
For the main technical activities (A1 to A5) the Activity Leader, all WP Leaders of that activity, and
one representative of the parties involved in the activity form an Activity Committee (AC). Each party
represented in the AC has one vote only. To be able to decide the AC needs two thirds of the parties
participating in the related activity.
The AC is in charge of the co-ordination of the work within the activity, and discusses solutions in
case of conflicts. The AC shall meet preferably in connection with technical activity meetings to
reduce overhead. Alternatively it can meet by audio-conference or correspondence.
A0 and A6 do not have ACs, because of their special nature as management, co-ordination,
dissemination control, training and demonstration activities.

2.1.3. Decision procedures and conflict resolution


In general, it is expected that the instructions of overall coordinating WPs (such as WP0.1), or the
ones included in technical Activities, mainly Activity 3 and Activity 4 on requirements and
architecture) will be followed by the concerned activities, or that conflicting views will be solved
bilaterally. In the exceptional case that conflicts cannot be solved on Activity level, the EPM may be
called by the respective Activity Leader and asked to solve the conflict.

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It is expected that the coordinating tasks will seriously consult the concerned Activities before
making any decision and especially ensure that no heavyweight overhead is generated. The goal and
thus the metric for the coordinating tasks is always to improve the overall functioning of the IP as a
joint project and to improve the quality, consistency and impact of the project results.
If the EPM cannot solve a conflict it must be brought forward to the IPCC for decision. If the IPCC is
unable to provide an acceptable decision, the case must be brought to the GA. The GA will make a
final decision, if necessary, by weighted voting. This decision is then binding to all management
bodies. The EPM will be in charge to ensure that all pending conflicts will be resolved within
reasonable time frames. The EPM shall make a decision within 10 working days. If the IPCC needs to
be involved, there are another 10 working days until the case is brought to a first decision. If the GA
needs to be involved, they shall make a first decision within 20 working days.
2.1.4. Management of knowledge, intellectual property and innovation related activities
The management of knowledge, intellectual property and innovation related activities, including
exploitation of results and business creation, are handled by the two separate management bodies,
the IPR Audit Committee and the Business Advisory Committee. High-level experts recruited from
Consortium partners shall staff both bodies. The handling of IPR issues and the management of
knowledge shall follow the established guidelines and processes provided in an IP Management
Handbook (IP-MHB). The IPR Audit Committee continuously verifies these processes and provides
recommendations to improve the processes or to solve problems. It also shall provide
recommendations on concrete IPR problems, e.g. use of knowledge, IPR and access rights.
Each partner, who brings an IPR into the project or has developed some IPR within the project, shall
give a statement on this IPR on an electronic form provided by the IP Coordinator. Such statement
shall include any special requirement for the use of this IPR in addition to or deviating from the
standard IPR-rules of the Consortium Agreement. Within one month the other partners may raise
objections against such a statement. If no objections have been raised within this month, the
statement shall be considered as accepted. Any objections have to be dealt with by the IPR Audit
Committee without undue delay.
The Business Advisory Committee has the mandate to work out proposals on exploiting the results in
the best way. Also possibilities for creating new business from the project results shall be
investigated and possible actions shall be worked out and recommended to the IPCC and General
Assembly.
2.1.5. Tools and services for management assistance
A number of efficient and proven tools will be made available to all Consortium partners in order to
build a management information services and to allow efficient work in distributed work groups.
Tools already in place are:

Project Paddock Server that provides FTP and Web services including e-mail and mailing list
servers. These services can manage their own security environment and can be designed
according to individual needs of the IP and activities.

GroupWare and knowledge management tools like BSCW, inter-/intranet portals,


NetMeeting-type applications.

Online reporting tool for project reporting and collaboration: Project Portal 2.0.

Conference bridges for audio and video conferences

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2.1.6. Management processes and management handbook


The overall IP management shall be covered by a number of management processes that shall
provide reference rules for all relevant management tasks. These processes are building on current
coordinator internal processes that are all ISO 9002 certified and fully documented in the IP
Management Handbook (IP-MHB). The IP-MHB has been aligned to rules and procedures requested
by the Commission. The following processes are explained in details in the IP-MHB:

Future directions and maintenance of the constituency


This process describes how to define and maintain a vision and targets for the work to be
performed by the IP and its work packages. A further objective will be to organise calls for
proposals to maintain the constituency and assess submitted proposals according to rules to
be decided with the Commission.

Set-up, integration and kick-off of activities


This process describes how a most efficient project team should be built and how a welldefined project description should be produced. It also includes rules concerning external
liaisons, reviewers, dissemination of results, training, etc.

Management of the IP and/or its activities


This process provides guidelines to efficiently manage the IP, activities and WPs and tasks, to
control timing and progress of expected results and to assist in case of difficulties.

Reporting and work progress


This process describes rules to timely report on progress, achievements and budget
consumption. The reporting processes are based on available electronic online reporting
tools and a management information database. A number of rules are related to Commission
requirements.

Quality assurance and audits


This process describes how to obtain external to the project evaluations of the quality of the
project work and the results. This process deals also with audits requested by the
Commission.

Dissemination and exploitation of results


This process describes how dissemination of results should be organised, which media should
be chosen and how workshop or training activities should be organised.

Closure of the IP and/or its activities


The objectives of this process are to finalise the IP and/or its work packages in a controlled
manner and to ensure that all invoices are paid and liabilities are concluded. The conclusion
of administrative work is concluded when the Commission has accepted all deliverables, all
invoices have been paid and all liabilities concluded.

Operational accounting of the IP and/or its activities


The objectives of this process are to ensure an efficient and effective registration of work
performed at partners, their invoicing and payment according to rules and procedures set
out in the model contract and otherwise specified by the Commission.

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2.1.7. Reporting, Monitoring, Reviewing: towards EC


According to Article II.7, periodic activity reports shall be submitted to the Commission Project
Officer by the Project Manager every twelve months covering one year of the project, normally
followed by a formal review by the Commission supported by an external team of reviewers.
Review or progress meetings may take place at the Commission, at the premises of one of the
partners, or by videoconference (progress meetings only), as appropriate and agreed by all parties.
Prior to sending the periodic activity report or progress reports to the Commission, the reports are
agreed with all partners. In case of conflicts between partners on what and how is reported, the
different positions are recorded in the report.
As self standing documents that give a complete snapshot of the status, achievements and plans of
the project, progress reports and periodic activity reports are the primary basis for the monitoring
and reviewing of the project by the Commission and the review panel. Progress reports and periodic
activity reports shall contain as sections the exploitation and use report and plan as well as the
dissemination report and plan. If considered more appropriate, these documents may be separate
documents. In this case they will however be attached as an appendix to the respective progress
report or periodic activity report. Executive summaries of the deliverables shall not report
administratively what has been done, but shall describe in summary the content of the deliverable,
e.g. the functionality and status of a prototype, an overview of the architecture of the system to be
developed, etc.
In detail, progress reports and periodic activity reports shall follow the same template and shall
include:

objectives and strategic aspects

status, achievements, delays, milestones

key events during the reporting period

list of deliverables

progress and performance per work package in general and per partner

progress versus plan, deviations, corrective actions

work planned for the next period/remainder of the project

proposals for revisions of the work plan or the Description of Work

exploitation/use/technology implementation report and plan

dissemination report and plan

management and co-ordination

effort consumption and other expenditures

executive summaries of deliverables

annexed publications

2.1.8. Management of risks


In large, complex and relatively long projects where many partners are involved it is unavoidable that
problems occur from time to time. It is of paramount importance that potential risks are clearly
identified and assessed, and that the project prepares for repair actions if required.
Potential risks can be classified into one of the following groups:

Partner problems (e.g. a partner is underperforming or a key partner leaves the project).

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Expertise risks (e.g. a key person with specific expertise leaves the project).

Project execution risks (e.g. key milestones or critical deliverables are delayed).

Agreement risks (e.g. consortium partners cannot agree because of different interests).

Technological risks (e.g. key technologies or components are not available at the
expected time).

Dissemination risks (e.g. no major customers for project results are found).

Market and user related risks (e.g. the market environment or the user views change and
makes the results obsolete).

Competition risks (e.g. a competing solution comes up and makes the results less
valuable).

Several of these potential risks can be assessed from the perspective of their probability and level of
(negative) impact. Risks with a high probability and a severe impact are handled with particular
caution during the project. The following measures are foreseen to meet these risks:
Risk

Risk
State
of
the
environment
relevance

type

Cause

Effect

art External
lost

Rise of new, superior Failure of the project,


technologies
make expected goals cannot be
semantic
business met, lack of sustainability
process management
obsolete

Project objectives lost External


relevance

Breakthrough
in Failure of the project,
Semantic and Business expected goals cannot be
Process Technology by met, lack of sustainability
another project or an
industrial player

Lack
of
consensus Strategic
between Consortium and
EU commission with
respect to changes to the
Implementation plan

Economic
or
legal Failure of the project
misunderstandings,
different opinions about
state of the art

Management
/ Operational,
organisational overhead Financial
higher than anticipated
due
to
unforeseen
events

E.g.
higher Budget cannot be met
communication efforts deadlines cannot be met

Partner
consortium

leaves Operational

Change in partners Recalculation of the budget


strategic goals, partner necessary, search for a
disagrees with project substitute
development

Operational

Lack
of
expertise, Deadlines could not be met,
economic
difficulties, quality of project results are
management problems lower than expected
of individual partner

Unacceptable
performance
individual partners

by

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Staffing and recruitment Operational


problems

Lack of qualified staff Quality of project results is


available,
salary lower than expected
expectations can not be
met

Key staff illness during Operational


critical project phase

External

Deadlines are not met by Operational


consortium

Lack
of
project Time delays, revision of work
management,
plan
unexpected problems
with new technologies

Time for development is Operational


underestimated

Lack
of
project Time delays, deadlines cannot
management,
be met
unexpected problems
with new technologies

Negative domino-effects Operational


due to interdependence
of output

Work packages depend Schedule of the project is at


on results of their risk
predecessors

Budget or Person Month Operational,


for additional key skills Financial
needed

Unexpected problems Budget cannot be met


with new technologies

Integration of individual Operational,


WP results not achieved Strategic
to form a coherent
project

Conceptual weaknesses
of the project plan,
assumptions of the
work plan wrong

Revision of work plan Strategic


puts stability of project
to a risk

Diverse
expectations Time delays, deadlines cannot
within the consortium, be met
project
environment
has changed

Use
cases
representative

Wrong assumptions

not Operational

Deadlines cannot be met

Quality of project results are


lower than expected, the
fulfilment of all milestones is
at risk

Quality of project results are


lower than expected,
deadlines cannot be met

Potential
users
/ Operational
customers
fail
to
understand the usability

Unclear
user
expectations;
misunderstandings by
project team, unproven
method to capture user
requirements

Conceptual failure
architecture

Project environment has Total failure of the project,


changed,
planning expected goals cannot be
phase was too short, met, lack of sustainability
important aspects were
neglected

of Strategic

Software
components Operational
fail or have limited
functionality

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Quality of project results are


lower than expected.
Time delays, deadlines cannot
be met

Lack of experience with Quality of project results is


certain
software lower than expected
components,
unexpected problems

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with new technologies


Development based on Operational
new
and
unproved
technology fails

Unexpected problems Total failure of the project,


with new technologies, expected goals cannot be
project
environment met, lack of sustainability
has changed

Decision in favour of External


standards
with
no
promising future

Project environment has Total failure of the project,


changed, lack of/wrong expected goals cannot be
industry partners
met; lack of sustainability

Technology
require
redesign

Project environment has Budget cannot be met,


changed
deadlines cannot be met

changes External
significant

Tools cannot be used or Operational


integrated
Difficulties
accommodate
partner
consortium

Unexpected problems Quality of project results are


with new technologies, lower
than
expected,
lack of planning
deadlines cannot be met

to Operational and Management overhead, Time delays, revision of work


new Strategic
partner
integration plan
joining
difficulties
Table 2.1 Analysis of potential risks

The risks are classified. For risks with a medium to high probability and severe impact
countermeasures and contingency plans are described, and they will be flagged throughout the
execution of the project as risk items. This ensures that all levels of the project special care is taken
for those items. For risks with low probability or low impact, and for risks which cannot be foreseen
at this stage, the Project Management Team will ensure that these are identified as early as possible,
and that necessary countermeasures are taken.
While risk response planning determines the options available to risk response, risk monitoring and
control determines contingency strategies and keeps track of the identified, residual, and new risks.
The contingency strategies also ensure the execution of risk response plans, and evaluates their
effectiveness.
The contingency plan contains a set of well-defined actions to be taken if a risk related event actually
occurs. For every risk we define a contingency strategy which can be executed when necessary. The
following list provides an overview of the contingency plans:
Risk

Contingency Strategy

State of the art environment Advisory Board continuously observes the technical progress of
loses relevance
competing technologies addressing the same problems. Guidance
by neutral outside experts. AB changes the work plan, if necessary.
Project
relevance

objectives

loses Advisory Board periodically reviews the progress in the field of


semantic Web, business process management and Web services
and changes the work plan, if necessary.

Lack of consensus between EBMP continuously observes the communication with the EU
Consortium and EU commission commission and tries to achieve a balance of interest between the
with respect to changes to the consortium and EU commission
Implementation plan

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Management/organisational
Project board organization and checkpoints will monitor in order
overhead higher than anticipated to detect problems early and take corrective action.
due to unforeseen events
Partner leaves consortium

Consortium is of sufficient strength and diversity for partners to


replace if required.

Unacceptable performance by Based on the Bi-monthly Reports and the deliverables the
individual partners
performance of each partner will be monitored and if necessary
corrective actions will be taken.
Staffing
problems

and

recruitment IoT4ALL has a split partner concept which can be seen as risk
balancing to avoid critical dependencies. Every partner is
responsible for their staffing and recruiting.

Key staff illness during critical Critical parts of project will be carried out by more than one
project phase
partner
Deadlines are
consortium

not

met

by Project checkpoints will monitor, detect problems early and take


corrective action.

Time for development


underestimated

is Project checkpoints will monitor, detect problems early and take


corrective action.
Case studies can be re-scheduled and re-scoped to mitigate
against the delayed delivery of software.

Negative domino-effects due to Project checkpoints will monitor, detect problems early and take
interdependence of output
corrective action.
Budget or Person Month for A budget shift between the affected partners takes place.
additional key skills needed
Integration of individual WP Project checkpoints will monitor, detect problems early and take
results to form a coherent whole corrective action.
not achieved
Revision of work plan puts Project board organization and checkpoints will monitor, detect
stability of project to a risk
problems early and take corrective action
Use cases not representative

Close co-operation with industrial partners, case studies can be rescheduled and re-scoped to mitigate against the delayed delivery
of software.

Potential users/customers fail to Significant effort will be invested to set up or define a market
understand the project benefits driven exploitation and deployment strategy. These activities will
be informed by ongoing market and technology watch initiatives.
Conceptual
architecture

failure

of The software engineering process is an integral part of the


development, architecture will be chosen in a way so that we can
react to changes; several fallback variants of the architecture will
be taken in account

Software components fail or The architecture provides a balanced design between existing
have limited functionality
tools and components to be developed, functionalities will be
ranked by priority

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Development based on a new Architecture is sufficiently flexible to react to change, particularly


and unproved technology fails
with respect to the following key components: ontology, Web
services, and business process management. Technology watch is
a key project activity.
Decision of standards with no Acceptance by the Industry will be closely monitored, close copromising future
operation with industrial partners, a person responsible for
managing and watching standards will be nominated
Technology changes
significant redesign

Tools cannot
integrated

be

require Architecture is flexible enough to react to changes, particularly


with respect to the following key components: Ontology, Web
Services, and Business Process Management. Technology watch is
a key project activity.
used

or Interoperability and architecture work package will be set up with


specific responsibility in this area.

Difficulties to accommodate a Consortium partners demonstrate sufficient flexibility to


new partner joining consortium accommodate new partners, PMO ready for additional
organisational overhead
Table 2.2 Risks and contingency plans

The project management approach proposed for IoT4ALL provides mechanisms to identify and
resolve potential risks. The Project Management Team will continuously monitor the project plan
with its milestones and critical paths. In addition the project has a monthly reporting schedule, which
ensures that the management is aware of potential problems on a monthly basis, and can initiate
countermeasures long before a problem becomes extreme. The tight control both at work package
level (via a WP leader) and at IP management level (Project Management Team and Executive Board)
ensures that solutions will be available in time.
As an additional measure the project management will maintain an issue database, which will keep
track of any issues, and describe the solutions and lessons learned.
2.1.9. Management of resources and payment rules on performed work
In the Consortium Agreement the conditions for payment procedures and for resource re-allocation,
in case these becomes necessary, are laid out.
As a basic rule all partners receive an initial advance of 40% (of the EU advance payment) according
to their assigned budget of the first year. During the following semesters the IP Co-ordinator will
control the payment of the remaining budget according to reported work and invoices. Work
reporting and payment of performed work will be carried out on a semester basis. Payments will only
be carried out if the committed work has been performed. In the negative case payments may be
delayed until the work has been delivered. If a partner is not able to deliver the work, the Project
Coordinator may re-allocate the assigned tasks to other partners who offer to complete the work.
This procedure, which complies with well-established and proven methods, ensures a high degree of
security and flexibility, and will help to assure that work will be delivered according to plan even if a
partner may fail to perform the assigned work.

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Individual participants

2.2.1. Atos Origin


General Information
Atos Origin is an international information technology services company. Its
business is turning client vision into results through the application of consulting,
systems integration and managed operations. The companys annual revenues are
more than EUR 5 billion and it employs over 46,000 people in 40 countries. Atos
Origin is the Worldwide Information Technology Partner for the Olympic Games and has a client base
of international blue-chip companies across sectors including CPG/Retail, Discrete Manufacturing,
Financial Services, Process Industries, the Public Sector, Telecom, Utilities and Media. See
www.atosorigin.com.
Atos Origin sae is the Spanish branch of Atos Origin. Atos Origin sae is a founding member of the
European Technology Platform NESSI (Networked European Software and Services Initiative)
officially launched in September 2005 as industrys commitment to cooperate in research and
innovation, and define a strategic research agenda for the sector. At national level, Atos Origin sae
also participates in other technology platforms like INS for software and services, eMOV for
mobility, eSEC for security, and PROMETEO for embedded systems
Atos Research & Innovation (ARI), R&D node of Atos Origin in Spain, is a point of world reference in
innovation for the whole Atos Origin group. It is focused on project accomplishment, which combines
advanced technological developments and the economic exploitation of results in R&D. Our aim is to
leverage our knowledge and experience acquired to concrete projects with clients. ARI consists of 5
technology areas organised into 12 research units: Services (Service Oriented Middleware &
Infrastructures, Semantic & Services Engineering, Innovation, Open Source & Software Engineering);
Nature (Biotechnologies & Healthcare, Space & Satellite Communications, GIS); Systems; Society (elearning, Social Applications, e-collaboration in Industrial and Rural Environments);and Information
Management (Innovative Government, Security); See: www.atosresearch.eu
Key People
Santi Ristol: Degree in Telecommunication Engineering high degree in 1992 at the Polytechnic
University of Catalonia in Barcelona. Master in e-commerce by the Universitat Ramon Llull in 2000.
He has been working in ATOS ORIGIN Spain since 1992 and in R&D Projects for the European
Commission since 1994. Currently, he is responsible of all R+D+i Projects related to GRID
technologies, Software & Services and Innovation. He is responsible for defining the exploitation
strategy of the company related to these technologies.
Josep Martrat: Degree in Telecommunication engineering in 1999 at the Polytechnic University of
Catalonia. He is currently responsible for GRID area in the Applied Innovation Department.
His research activities concern the study of GRID technologies and their application in business
world. He is Project Manager for GRASP FP5 project and he is also participating in AKOGRIMO project
(IP FP6). Experience in collaborating in international R&D projects for the EC in FP5 like GENESIS and
ASAP.
Ignacio Soler: High degree in Computer Engineering in 2000, at the University Autonomous of
Barcelona (UAB) in Barcelona. He is working in ATOS ORIGIN Spain since 2003, belonging to Research
& Innovation department in International Public Sector division.
He has been working in several projects for the Core Banking division for the Stock Options in
Barcelona, as well as working in R&D for Nokia Networks Barcelona in Cap Gemini Ernst & Young.

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2.2.2. TXT e-Solutions ITALY


General Information
TXT e-Solutions is a private, mid-sized software vendor and system
integration company, with its headquarters in Milan and growing branch
offices in Genoa, Turin, Bari, Rome, Perugia, Vicenza, Paris and Lyon (F),
Barcelona (E), Chemnitz and Halle (D), London (UK), Bussum (N) and New York (US). Thanks to a
highly qualified and motivated staff of about 600 people, 90% of which are graduated, the 2008
turnover exceeds 57 million Euro. TXT e-solutions acts on the market through three business areas:

TXT PERFORM: suite of proprietary software solutions for Supply Chain Management specialized
in Fashion & Luxury, Specialty Retail, Consumer Goods, Discrete Manufacturing sectors.

TXT Polymedia: products and services for Media & Channel Integration for broadcasters, media
and telco operators.

TXT Next: advanced software systems for Aerospace & Defence, Banking & Finance and High
Tech Manufacturing.

The CRS TXT Division (Corporate Research and Innovation) is in charge of medium-to-long term
research activities and is / has recently been active in several collaboration projects at Regional,
National and European level concerning six strategic research pillars: Enterprise Interoperability
(national project SFIDA-PMI, European projects COIN IP, ATHENA IP, INTEROP NoE, ABILITIES STREP,
SEEMP STREP), Enterprise Collaboration (national project PROBO, European projects ECOLEAD IP,
ECOSPACE IP, E4 STREP, eCoSpace, WearIt@Work, Collabs, MyTreasury STREP), SOA and GRID
Computing (national project SFIDA-PMI, European projects SOA4ALL IP, BEINGRID IP, SORMA STREP,
CHEMOMENTUM STREP), Software and Service Engineering (European projects MOMOCS and
TEAM), Extended Products Identification and Tracking, Internet of Things, Privacy & Security
(European projects iSURF, GEMOM; SHIELDS, OpenGarment, TIPPS, NMP K-FLOW, CONCLORE STREP,
LEAPFROG CA/IP.
Key People
Sergio Gusmeroli: born in Sondrio (Italy) in 1961, he worked for CISE Tecnologie Innovative (19871989), for FIAR SpA Space Division (1989-1991), for FIAR Group (1992-1995). In July 1995 he joined
TXT Ingegneria Informatica, where he has been since then Project Manager in a number of
commercial and R&D Projects. He is author of more than 30 publications in Italian and International
magazines and conferences. Since June 2000, he is head of the Corporate Research Unit and
operating manager of TXT EU funded projects in the ICT domain. His main areas of competence and
experience include E-Commerce, Internet and Intranets and Workflow technologies.
Matteo Villa: born in 1973 and graduated in 1998 at the Politecnico di Milano in IT Engineering. After
working for 3M Spa as software engineer, he joined TXT e-Solutions in 2000, where currently he
works as project leader in European research projects in the areas of SOA and Grid-based
architectures for SMEs supply networks (SOA4All IP, SFIDA-PMI, IST Be-in-Grid IP, IST SORMA),
Collaborative Working Environments (ECOSPACE IP), Environmental Risk Management (IST GIMMI),
and Cultural Heritage: he has been project coordinator of the EU IST AGAMEMNON project and
project leader for take-up on Cutural Heritage in WearIT@Work IP project.
Alex Conconi: Born in Milan (Italy) in 1973, he obtained a M.Sc. (2000) and a Ph.D. (2004) in
Computer Science from the University of Milan, where he also served as Research Assistant for three
years. He joined TXT in 2004 as a Project Manager, and he has been project coordinator and site
manager of several FP6 and FP7 STREPs and IPs. He has published several referred papers in
international journals and conferences proceedings. His scientific background is in the field of
machine learning, with a particular focus on text mining and search engines technology. He was
involved as Technical Manager in research projects about Networked Media, Multimodal Interfaces,
Mobile and Wireless Applications, On-line communities and Content and Knowledge management.

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2.2.3. Centro Ricerche FIAT


General Information
Centro Ricerche FIAT (CRF) was established in 1976 to enable the innovation,
research and development needs of the FIAT Group to be satisfied. The main site
of CRF is located near Torino (Orbassano) in North-West Italy with three branches
in Trento, Bari and Foggia. Moreover, advanced R&D related to lighting and the welding of plastics is
conducted at a satellite facility in the Friuli Region of North-East Italy.
With a full-time workforce of more than 850 highly trained professionals, CRF offers a wide range of
technical competencies and is equipped with state-of-the-art laboratories for the testing of power
trains, electro-magnetic compatibility, experimental noise and vibration analysis, driving
simulationand virtual reality, in addition to facilities for the development of new materials and
manufacturing processes, opto-electronics and micro-technologies.
CRF uses innovation as strategic lever and attributes value to its results by promoting, developing
and transferring innovation in order to enhance product competitiveness and distinctiveness.
Furthermore, the development of effective, creative and competitive solutions is matched by direct
technology transfer, which also includes on the job training of specialised personnel in the
different areas.
In this way, CRF provides vital technological support for growth to Fiat Group, its partners and
different regions by conducting research and development activities, frequently related to improving
the efficiency and safety of mobility and transportation by focusing on the development of vehicles
with new architectures and power trains, innovative materials and advanced solutions for telematics
and communications, mechatronics and optics.
Centro Ricerche FIAT will provide the points of view of the end-users (Fiat, IVECO), providing
requirements, process models, and data as well as the points of view of the technological experts in
the area of electronics and telematics applied to the product lifecycle, from development to
production, use, maintenance and disposal of a vehicle.
Key People
Dr Julien Mascolo: is a project manager in the Infomobility Business Line of CRF. His areas of work in
FIAT include the optimisation of industrial processes (Manufacturing, Logistics, Product Development
Process). In the framework of joint research project with IVECO, CNH and FIAT Group Automobiles he
is also involved in the development of mobility and productivity services based on telematics. He
coordinated several European research projects and was involved in many others in the area of
Product Lifecycle Management, including the FP6 IP PROMISE (Product Lifecycle Management and
Information Tracking using Smart Embedded Systems) and the FP7 IP Smart Products (Proactive
Knowledge for Smart Products).
Dr Marina Giordanino: Academic background: Laurea degree in Computer Science (Turin, Italy),
1990. Current Organisation: Project manager at Infomobility Department.
Expertise: includes research and development of methodologies and tools to support knowledge
management in automotive product development processes. Since 1993 involvement in several
European project most related to KM. In this area, last activities carried out are: Coordination of
Application and Testing Area, case study definition, user requirements management and design of a
knowledge management system able to extract and sharing knowledge from multimedia sources
(XMEDIA); user requirements survey, testing and evaluation of an integrated platforms for the
development of web services based applications (SeCSE); contribution to realization of data model
and ontology for the management of information to support vehicle repair (MyCarevent);
coordination of user requirements management, testing and evaluation of a KM system for the
automatic classification of document (Peking).

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2.2.4. Diakinisis
General Information
DIAKINISIS S.A. was founded in 1977 as the first company to offer integrated
logistics services in Greece. As of July 2007 the company was acquired by LSH
(Logistics Services Hellas) subsidiary of ELGEKA S.A. group of companies
(www.elgeka.gr), present in Athens stock Market.
Today, after 31 years of continuous and successful presence, our company has achieved a leading
position in the sector of 3PL (third-party logistics) service providers in our country, with the largest
market share (notably 18,5% according to the 3PL sector Study of ICAP dated May 2005), offering
pure logistics services and supply chain management solutions.
We may assert a unique know-how, state-of-the-art infrastructure in buildings and mechanical
equipment, amplified capabilities for the warehousing, handling and distribution of goods, fully
computerized, flexible timetable from 06.00 to 22.00 daily for all working days of the year, as well as
an experienced and highly-skilled manpower.
Geographically, our premises are situated in locations of strategic value. Aspropyrgos is known to be
a superb location, not only because of its vicinity to the Athens metropolitan area (where more than
50% of the total consumption is concentrated), but also in terms of the easy access to the major
motorway networks (Athens-Corinth-Patras Motorway, Athens Ring Road), ports (Piraeus, Eleusis)
and railways (New Thriasio Rail Cargo Intermodality Station). Similarly, our Salonica branch in
Kalochori is also ideally situated to tap the Salonica metropolitan area, as well as a cross-docking hub
for Northern Greece since it is just off the Athens-Salonica Motorway. Finally, our Patras branch in
Western Greece enhances further our potential for a prompt coverage of the markets on a panHellenic scale. Also aour company working with two cross docking on Larisa for Thessalia area and
the second in Ioannina for Epirus area.
The range of products we handle are: foodstuffs, waters, beverages, spirits, confectionery, pet food,
personal hygiene, cosmetics, household cleaning, professional/industrial cleaning, machinery, spare
parts & accessories, stationery, books, toys, plastics/polymer raw materials, clothing & footwear,
athletics & gymnastics, electrical appliances, electronics, promotional materials, POS, stands and so
on.
Our total surface capacity of covered buildings (warehousing and office space) exceeds 175.000 m2,
of which 70.000 m3 concern depots for the storage of goods at controlled temperature and humidity.
The total number of SKUs of our clients that we dealt with during the year surpassed 330.000 SKUs
through our systems, and the order collection (picking activity, micro-picking, picked layered)
reached 7.000.000 invoice lines.
Our sales turnover for 2008 is estimated to 53,0 million euros from pure logistics services, and we are
a thirty years profitable company earnings before tax (EBT) around 3,0 million euros.
We have been selected as the only designated company/user from 3PLs to participate in a research
program of the Athens University of Economics & Business (A.S.O.E.E.) and the Aegean University
sponsored by the Ministry of Development (General Secretariat of Research & Technology G.G.E.T.)
concerning the pilot application of track-and-trace telematics in vehicle tracking and on dynamic
re-routing optimization software development.
Key People
Maria Katsika was born in Athens on July 1963. In August 1982 she entered ELGEKA S.A. Group Of
Companies, during her studies in Law University of Athens. Through her long presence within the
company, she undertook several posts such as: Credit Control Manager, Customer Service Manager,
Operation Manager and National Supply Chain Manager, whereas, as of the 01.07.2009 she
undertook the position of the Project Development Coordinator of Elgeka S.A.

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2.2.5. Ingema
General Information
Ingema Foundation is Spains leading private research institute on ageing and
disability, supported by one hundred and twenty-one years experience of Matia
Foundation hospitals and day care centres.
With headquarters in Saint Sebastian and facilities in Madrid, Ingema currently employs more than
twenty researchers coming from different countries and from multidisciplinary backgrounds such as
psychology, medicine, chemistry, biology, sociology, nutrition, statistics or economics.
Founded in 2002 to conduct state-of-the-art research, Ingema has grown from a local-focused
institute to become an internationally known centre with a solid project portfolio in Spain and
Europe, as well as an active partner to universities and institutes in North and South America.
Presently, more than fifty projects have been or are being carried out within one of Ingemas four
main research lines:
(a) The promotion of active ageing and the prevention of dependence
(b) Rehabilitation and compensation of fragility and dependency
(c) Quality of life and quality of attention
(d) Gerotechnology
Ingemas takes part in basic research initiatives and also in international multi-partner R&D projects
aiming to target the worlds transformation towards an ageing society with inclusive policies for all
ages and all people, regardless of their disabilities. For instance, Ingema actively plays a key role in
projects funded by the European Commission under FP6 and FP7 such as Hebe, Soprano, Iward, Vital,
CompanionAble, i2home, Hermes or Tecforlife, as well as AAL-funded undertakings including AmiE or
Bedmond.
At the national level, Ingema is officially linked as Joint Unit to the Spanish National Research
Council (CSIC in Spanish) and the first of its kind in the field of ageing to accomplish this official
category.
Key People
Cristina Buiza Bueno: Ms. Cristina Buiza Bueno holds a Bachelors degree in Psychology from
Universidad Complutense de Madrid and a Masters degree in Clinical Gerontology and in
Neuropsychology from the Universidad Autonoma de Barcelona. She has also achieved the Spanish
Advanced Studies Diploma by the Universidad Autonoma de Madrid, in order to write her doctoral
dissertation on Severe Cognitive Impairment. Ms Buiza has been working for a long time in a number
of facilities with older adults (nursing homes, day care centres, etc. and has performed clinical
assessments and interventions to neuropsychologically-impaired patients. She is currently Senior
Researcher at Ingema and also takes part in the Matia Foundation Memory and Alzheimer Unit. As
well as her colleagues at Ingema, she has been awarded the IMSERSO* Award 2008 to Social
Research and Studies, the Obra Social Caja Madrid** 2005 Award to the Best Social Study and the
Princess Christina Award 2008 to Studies on Ageing and Disability.
Mari Feli Gonzalez: Ms Mari Feli Gonzalez holds a Bachelors degree in Psychology and a Masters
Degree in Neuro-psychology from the University of Barcelona. She has gotten the Spanish Advanced
Studies Diploma in 2007 in order to start the writing process of her doctoral dissertation on
Parkinsons Disease. She joined Ingema as a researcher in 2005 and has been actively working in
more than twenty-five projects at the European, national and local level. She is also a member of the
Spanish Society of Gerontology and Geriatrics and is co-author to more than 20 publications (papers,
articles, etc). In 2005, Ms Gonzlez and her colleagues received an award for study Donostia
Longitudinal Study of Non Pharmacological Interventions, a pioneer research in Spain in the field of
neurorehabilitation with older adults and Alzheimers Disease.

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2.2.6. CAEN RFID Company Profile


General Information
CAEN RFID is a privately owned Italian company, leading supplier of UHF RFID
readers and tags. The company was born recently as a spin-off of CAEN S.p.A.
(Costruzioni Apparecchiature Elettroniche Nucleari), a world-leading company with 27 years of
experience in electronics for particle and nuclear physics. The longstanding experience acquired with
Physics and Aerospace experiments has been the substrate on which the new developments on
Radio Frequency systems have begun. A totally internal expertise and know-how on Radio Frequency
electronics and related Software has allowed CAEN RFID to become rapidly a leading European
company in manufacturing and supplying UHF systems.
CAEN mission is to provide Customers with the best UHF readers and tags which meet standards and
protocol requirements, providing our best support for their integration. Our RFID UHF readers are
the state-of-the-art for all vertical applications, are fully compliant with the ETSI and FCC rules and
EPC Gen2 protocol, are able to cover distances of 5-6m with on-metal passive tags. As an active
participant of ETSI and EPCGlobal working groups, CAEN RFID is committed to provide customers
with readers and tags that meet ISO/EPC standards and ETSI/FCC requirements. Thanks to our R&D
skills, we can also design specific equipment on a custom basis, thus providing RFID readers and tags
for special applications on demand.
CAEN RFID is developing three new business units and in the next future it will focus its effort in: Cold
Chain control for Pharmaceutical and Food Industries, Embedded Reader for OEM Applications and
Assets and Vehicles Tracking.
Key People
Adriano Bigongiari: Graduated in Electronic Engineering at the University of Pisa (Italy). He has been
working in CAEN since 1984 with different roles. Since 2006 he has been covering the charge of
President of CAEN RFID. Regarding his experience in the management of European Project he has
been involved, since 1994, in the coordination of different European co-founded projects in Third
(MEPI, I-SMILE), Fourth (MAGIC), Fifth (CARDIS I and II), Sixth (EURI-TRACK) and Seventh Framework
Programme (EURIDICE) as well as Italian research programme (Imaging Mammografico Integrato and
LogOn).
Stefano Coluccini: Has been involved in the development of firmware and software for the CAEN
product integration in customer installations. Today he is responsible for firmware and software
design for RFID products. He also designs RFID application scenarios for technology demonstration
labs and for RFID pilot installations to the end user. Thanks to his experience in RFID applications, he
is now involved in the EPCglobal SAG reader protocol group. He is a graduate of Computing Science
from the University of Pisa and joined CAEN in 1997, following industry experience as a software
developer. In the IoT4All project he will lead CAEN technical activities of the project, designing and
implementing the technical solutions coming from the project constraints.
Fabrizio Bertuccelli: He is involved in RFID applications for anti-counterfeiting on government
documents, warehouse logistics and asset management (civil and military), public transportation
vehicles tracking (buses, trains, ships), containers tracking and sealing, bicycle identification on sports
events, vaccine and drugs temperature monitoring and identification: He is an Electronic Engineering
graduate from the University of Pisa (Italy). In past years he dealt in the test set-up for various CAEN
projects (LAP, CASA2, CAS-TORE, CASTA). In the IoT4All project he will be in charge of the test
activities related with CAEN RFID involvement in the project.
Giovanni Grieco: He is the CAEN RFID Marketing Director. He is Physics graduated at the University
of Pisa (Italy) in the field of Particle Physics and has ten-years experience in the Sales & Marketing
division of CAEN SpA. In IoT4All project he will act as a bridge point with the real RFID world, offering
a continuous view on applications and opportunities.

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2.2.7. Telit
General Information
Telit Wireless Solutions Ltd is a Company based in Israel that belongs to Telit Group.
Its business segment is R&D applied to machine to machine M2M technology, and
cooperates strictly with R&D labs of Telit Communications SpA in Trieste, Italy.
Telit activities is Israel are focused in leading the sales in M2M market adopting the notion is
supplying R&D services to the customers, schematics and layout design ,debug and precertification
consulting , among other things Telit Israel also developed applications to sale using Telit Modules
inside as the cellular engine
Telit Israel has laboratories which enable develop applications running with Telit M2M engine
equipped with high sophisticated equipment for RF pre certifications such as base station simulators
, spectrum analyzer , scopes..
Telit is an internationally leading specialist in wireless machine-to-machine (M2M) technology and is
the only company worldwide to offer communications modules for all of the various wireless
technologies: it develops produces and markets modules for GSM/GPRS, UMTS/HSDPA, CDMA/1xRTT
and Short-Range RF applications. M2M applications rationalize business processes by enabling
machines, equipment and vehicles to communicate with each other via mobile networks.
Telit products are used all over the world and marketed via Telits offices in Brazil, China, Denmark,
France, Germany, Israel, Italy, Korea, Spain, the Republic of South Africa, Taiwan, Turkey, the UK and
the USA. Telits global distributor network comprises of specialists in wireless technologies and
enhances the customer experience in over 56 countries worldwide. Telit Communications PLC is
listed on AIM
Key People
Ariel Aharonovitz: (B.SC + MBA) Ariel Aharonovitz is a R&D Tech manager based in Israel, Tel Aviv,
and his experience is on digital/analog hardware. He develops all aspects of board design, such as
PCB Design, PCB Layout Supervisor (guides, cross-checking and Customer design development -layout
,schematics and RF-) and project control from development to manufacturing at all stages including
working in-house and manufacturing factories abroad. His main task is to implement all design
aspects addressed to identify the best architectural implementation in order to provide solutions
based on Telit M2M technology. He has an M.B.A (Business. Management) Beer Sheva University
Israel, and a B.S.C.T.E (Electrical Engineering) Tel Aviv University Israel, graduated with Excellence.
Past experience is as HW manager Telit Italy, HW team Leader in Motorola Communication Israel,
and Project Manager -Cell Data company
Haim Rozen: (collage) Haim Rosen has a lot of experience with infrastructure of cellular was
responsible on building base stations for cellular nets in Africa for Motorola. This knowledge is
enabling to understand the process and signalization between the end-unit and the base station to
solve any issue. Haim worked for many years in Motorola supporting the cellular engines also for SW
commands perspectives a work which is doing also for Telit Israel. Haim is a electronics collage
bachelor

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2.2.8. Insiel
General Information
Insiel is one of most important ICT companies in Italys public sector. Although
Insiel is entirely owned by the Regional Government of Friuli Venzia Giulia, its
software solutions successfully compete on the open market with private
companies across the entire nation. Its suite of government management applications are a point of
reference in Italy and used by large and small public bodies across Italy.
Originally established in 1974 to build and manage the Information System for the Regional
government of Friuli Venezia Giulia, Insiel, is today one of the most important companies in the
Italian IT services sector for local government, healthcare and services for SMEs. Insiel is well
established and respected in Northern Italy and has a growing preence on the international
marketplace.
Its clients include regional governments like Friuli-Venezia Giulia, Toscana, Puglia and Calabria, or
cities such as Trieste, Udine, Venice and Bari, as well as over 1,500 local authorities. Insiels growing
area of logistics has been chosen for border terminals and ports across Italy and the newest logistics
services for SMEs is winning success with large players like HP, and Oracle but moreover to a number
of SMEs in the Industrial clusters prevalent in northern Italy. Insiel also offers numerous training
modules for its clients including, dedicated courses, individual o group training schemes,
personalized training courses for specific professional roles pertaining to our products, but also
generic courses on IT literacy and Public Administration and healthcare concepts.
Key People
Paolo Paganelli graduated in Electronic Engineering at the University of Bologna in 1991. He was a
research assistant at the University of Modena from 1992-1994, involved in design and development
of innovative tools to support advanced production planning in SMEs. From 1994 to 1997 he worked
at Democenter, in the Research and Development department. In 1997 he joined Gruppo Formula, as
senior analyst involved in the design of Formulas next generation ERP software. He has been Project
Manager of the EU projects PLENT, FLUENT and WHALES. He became product manager of Formulas
supply chain management solutions where application development is focused on the integration of
platforms and systems. He is now Insiels head of Logistics Solutions, where he has the responsibility
of the business line dealing with advanced ICT systems for logistics in the private, public and
healthcare markets. Paolo is Coordinator of the EURIDICE Integrated Project, the EU lighthouse
project on Intelligent Cargo.
Margherita Forcolin qualified IT Project Manager with more than ten years of experience in
International collaborative projects, now in charge of the European Research Projects office at Insiel.
Following graduation from the University of Trieste in 1984 she began working with INSIEL as an
analyst expert in Object Oriented methodologies. Since 2002 is a project manager leading company
team implementing horizontal software components for the interoperability framework to be used in
e-governmental infrastructure (national co-financed projects IESS and SIRV-INTEROP). Since 2006 she
was general project manger and coordinator of several large collaborative EU funded Research
Projects, being technical coordinator in FP6 IST project TOOLEAST, team developing coordinator in
FP6 IST project GENESIS. Currently Forcolin coordinates the integration and development activities in
FP7 IST project EURIDICE.
Valentina Boschian graduated in Management and Logistics Engineering at University of Trieste in
2008. She is a phd student at the University of Trieste and her research activities regard logistics
topics. She is working on the EURIDICE project collaborating with Insiel Spa.

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2.2.9. AIT
General Information
The Athens Information Technology (AIT) has been recently founded with the vision of
becoming a world class education and research centre. As a first step AIT signed an
agreement with the Carnegie Mellon University (CMU) and the Information Networking
Institute (INI) of Carnegie Mellon to set up and operate a joint Carnegie Mellon-AIT
Master in Information Networking (MSIN) Program. AIT has strong relationships with the global IT
and networking industry, as well as with the major IT and telecom industries in Greece. AIT is closely
collaborating with the largest Greek IT and telecom industry (INTRACOM S.A), towards exploiting and
disseminating research results.
AIT participates in SPIN through its Autonomic and Grid Computing Group. The Autonomic and Grid
Computing Group (AGCG) of the AIT aspires to achieve secure, pervasive, human- cantered, highperformance computing through a combination of user, network and systems technologies. The
group has more than 15 members (possessing MSc and Phds) and a rich track record of FP6/FP7
projects including the CHIL FP6 project (FP6-506909), the HERMES (FP7-216709) project on ICT and
ageing well, the ASPIRE (FP7-215417) project on RFID Middleware, the SpeechTV project on speech
enabled devices, as well as the PRIAMOS project (funded from the Greek General Secretarial of
Research and Technology) which emphasizes on programmable middleware for situation
identification and sophisticated context-awareness.
During the last couple of years the AGCG group has developed the following prototype systems: a
fully fledged Open Source RFID middleware system http://wiki.aspire.objectweb.org/ ), a face
detection system, a face recognition system, a 2D person tracking system, a 3D person tracking
system, an audio source localization and tracking system, a Grid middleware scheduling system
based on dynamic resource predictions, as well as autonomic middleware components significantly
accelerating the development of human centric applications in smart spaces.
Key People
Prof. John Soldatos, PhD, (born in Athens, Greece in 1973) is with Athens Information Technology
(AIT) since March 2003, where he is currently an Associate Professor. Dr. Soldatos has had an active
role (wp-leader, technical manager, project manager) in more than 20 EC co-funded research
projects in the scope of the ACTS, ESPRIT, FP5-IST, FP6-ICT and FP7-ICT frameworks. Dr. Soldatos has
also considerable experience (senior developer, IT systems architect, team leader, technical project
manager) in several enterprise IT projects, where he worked for leading Greek enterprises
(INTRACOM S.A, IBM Hellas S.A, PEGASUS S.A, OTE S.A, TEMAGON S.A). Dr. Soldatos was (in 2000)
the technical manager for the software development of the portal http://www.e-go.gr. He is also the
co-founder, technical manager and contributor of the AspireRfid Open Source project
(http://wiki.aspire.objectweb.org/). His current research interests are in Pervasive, Grid and
Autonomic Computing, as well as broadband networking. Dr. Soldatos serves as a reviewer in major
journals (e.g., IEEE), as an evaluator for EU projects/proposals and business plans, while he has also
served as organizing chair, tutorial chair, and TPC member in numerous conferences.
Prof. Aristodemos Pnevmatikakis, PhD is an associate professor at Athens Information Technology,
instructing or co-instructing signal processing and communications courses. He is supervising various
theses and independent studies in the area of computer vision and speech processing for smart room
applications. His research interests include DSP for pattern recognition and communications, the
physical layer of communication systems (with emphasis on RF system level design) and data
converters (with emphasis on Sigma-Delta modulators) and their interface to the digital and
analogue sections of systems. He is co-author of the book Delta-Sigma Modulators, Modelling,
Design and Applications, (Imperial College Press, London, UK, 2003). He received his BSc in Physics
from University of Patras, Greece in 1993 and his MSc and PhD from Imperial College, University of
London in 1995 and 1999 respectively.

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2.2.10. LiSSi Laboratory


General Information
LISSI/SCTIC research Lab is associated to the Institute of Technology and Faculty of
Sciences and Technology of Paris 12 University (25000 students and 1800 staff
members). LISSI was created to develop methods and algorithms for modelling,
analysis and control of networked complex and smart ubiquitous systems. Application fields are large
ubiquitous robots and web services, pervasive and distributed enterprise systems, (wired and
wireless networks, autonomic and soft computing). Currently, the LISSI Lab counts around 62
members (including 6 professors, 20 Assistant professors, and 6 research assistant). LISSI/SCTIC
department has research activities in semantic web based pervasive computing, Multi agent systems,
Workflows, Network QoS MAC and QoS routing algorithms in wired and wireless networks. Research
activities in software engineering (service based architectures, context-aware agent middleware,
Intelligent Agents Platform for dynamic workflow and context-aware applications) are also
developed. This research has resulted in several publications in international journals or conference
proceedings. LISSI/SCTIC has conducted several R&D projects mainly funded by national and regional
R&D programs (ACI Blanche/MATEO, ANR RNRT/RADIC SF, ARITT). The staff continuously
collaborates with industrial and academic partners directly in EU labeled projects (Multipol,
Sembysem, SEISMIC, MDI project IST, LEONARDO DA VINCI program SICINE project) and indirectly
through Phd Programs collaboration with industrial invloved in several projects (IST c@r, Expeshare,
etc).
Key People
Yacine Amirat was awarded an MsC and PhD in Computer Science from the University of Paris-Orsay
(Paris XI), France. After having spent couple of years as an Associate Professor, M Amirat got an HDR
and Full Professor position at Paris XII university, where he found the LIIA Laboratory with J-P
Ponteneau. In 2009 he become the head of LISSI laboratory in Paris XII University
Gian Piero Zarri was awarded an MSc in Electronic Engineering from the University of Bologna, Italy,
and then a PhD in Computer Science from the University of Paris-Orsay (Paris XI), France. After
having spent the essential of his career at CNRS, the French "National Centre for Scientific Research"
as Research director, he is now a member of the LiSSi (Laboratoire Images, Signaux et Systmes
Intelligents) Laboratory of the University Paris12/Paris-Est in a position roughly corresponding to that
of an Honorary Professor. Zarri is known internationally for combining methods from knowledgebased systems and NL processing as well as databases and information retrieval systems. Among
other activities, he defined and developed NKRL ("Narrative Knowledge Representation Language"),
the knowledge representation language and computer environment used in several EC-funded
projects like NOMOS (Esprit P5330), COBALT (LRE P61011) CONCERTO (Esprit P29159), EUFORBIA
(IAP P26505), PARMENIDES (IST-2001-39023) and VIRTHUALIS (a Priority-3 NMP project). G.P. Zarri
was also the general coordinator and Scientific Responsible for the EUFORBIA project.
Abdelghani CHIBANI has been awarded a PhD in Computer Science from Paris XII University and an
MSc in Computer Science from EDITE joint doctoral school between Paris 6 University and
SupTelecom Paris School cole Nationale Suprieure des Tlcommunications (ENST) . After 9
years as research engineer and senior consultant in SOA, identity and access management systems at
Atos Origin, CityPassenger and BULL/Evidian, he is now an associate Professor Matre de
conferences at the Paris XII/Paris-Est University. Since 6 years, Abdelghani research interests in
Computer Science concern the use of Ontology Knowledge Engineering and Modelling techniques to
build a semantic middleware for context aware and secure Ubiquitous computing (ubicomp)
systems. Actually, Abdelghani is focusing his research work on semantic management of services and
users, in particular tackling to issues related to identity and access management across multi domain
ubicomp environments.

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2.2.11. EVIDIAN
General Information
Evidian, a subsidiary of Groupe Bull established in July 2000, is a security and
service management software company that enables customers to
successfully deploy secure e-business and telecommunications strategies.
Evidian has 150 employees, more than 600 customers and 70 partners. The Evidian solutions enable
corporations to increase productivity, security and effectiveness of e-business :
Identity and Access Management: Evidian enterprise and Internet innovative security
management solutions leverage a comprehensive access control policy for both web and
legacy environments, to secure user access across the Internet, Intranets and Extranets. The
IAM solution suite includes Identity Management, Provisioning, Role and Policy
Management, Enterprise Single Sign-On, Web Access Control, Access Control for SOAs. With
Evidian software, all B2E and B2B users (employees, partners and customers) benefit from
universal single sign-on and personalised access to applications. This provides organisations
with a single point of administration, enabling customers to streamline the deployment of
security policy and consistently enforce it while dramatically decreasing security
management costs and increasing user convenience.
Service Management Intelligence: Evidian telecom and application service assurance solutions
deliver enhanced business process and service level management capabilities for telecom
players and enterprises, with a single-console management view of business applications and
their underlying network resources.
In addition, Evidian provides a software solution that provides automatic load balancing, fail-over
and file replication for Internet and enterprise applications.
Evidian also provides customers with a full range of complementary product-related support and
professional services to help ensure the success of any enterprise security or management project.
Specific services include security and management consulting, implementation, education, and
training.
Evidian's outstanding technology has been recognised by numerous awards, including the "Best of
the Best" software products by InternetWeek, "Best Security Software Tool" by Computergram, the
Yphyse award for "Best Security Single Sign-On Solution", "Hot Product" award from Data
Communications and several "Best Access Control Software" awards by SC Magazine.
Key People
Thierry WINTER has a high degree in Telecommunication engineering at the French Ecole Nationale
Suprieure des Tlcommunications in 1990. He started his career within the software department
of the Bull Group, by carrying out several development projects for the OpenMaster software suite
for network and applications management. In 2000, he took the lead of the security R&D of the
Evidian company, with a focus on Identity and Access Management. As part of his duties as Evidian
CTO since 2006, hes driving the Research and Development activities for the different Evidian
product lines.
Francis JEANDEL has a high degree in Computer Engineering at the French Institut National des
Sciences Appliques in Lyon in 1973. He started his career within the Bull company, by contributing
to the design and development of several communication software products, based on the ISO
model. In 1990, he joined the Bull security division for distributed systems, as an architect for
security technologies applied to distributed systems, with a focus on Kerberos and DCE. He drove
several projects related to GSSAPI and web single sign-on. Since 2000, hes a senior architect in the
Evidian product group, for all security products involving new security technologies, such as Identity
Federation, SAML, multi-domain authorization, SOA security, semantics. Hes contributing to several
European R&D projects.

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2.2.12. Kinamik Data Integrity


General Information
Kinamik Data Integrity is a software company focused on data integrity. Born
in late 2005, Kinamik started its activities after recognizing the growing risk of
unwanted manipulation of records, and the inexistence of specific solutions for providing data
integrity. Kinamik developed a distinctive solution for addressing this incipient market need, and along the way- six different patents have been filled. Kinamiks product and vision has also been
awarded several times with prestigious international technology prizes.
Our mission is to provide an easy answer to a tough question: how do I know the digital records I am
looking at are correct? . Our objective is to protect existing information environments and to create
opportunities for trust-based new businesses.
Requirements for trustworthy sources of information are being driven by regulatory compliance,
corporate governance, privacy violations, insider threats and demand for more transparency in
virtual environments.
Increased complexity and more varied sources of data create greater vulnerability and a growing
potential for unwanted manipulation of data. Transparency can now be offered by an independent
solution that can relentlessly watch information as it is being created, used and stored in an
immutable and tamper-evident way.
Our solutions should be implemented at any business that require high level of traceability and
verifiability of its sensitive information such as public administrations, financial, credit cards,
telecommunication, medical, insurance, law-enforcement, surveillance or e-commerce industries as
well as any sensitive Information Sharing Environments.
Key People
Christophe Primault: Master of Finance degree from the University of Paris IX Dauphine. Christophe
has fifteen years of experience in the IT industry where he has held senior international positions in
blue-chip companies. He has spent most of his career serving the financial transactions industry
where he reached the positions of Vice President of world-wide Marketing and Vice President of
Software and Security Solutions for the Financial Division of NCR Corp. More recently he was
Managing Director at Fluiditi Ltd a UK based international company specializing in innovative security
solutions for the banking and Cash in Transit industries.
Nadeem Bukhari: He is a graduate in Information Technology Security from the University of
Westminster, a CISSP and CISM. Nadeem has more than 12 years of exclusive experience within the
Information Security Industry 8 of which were spent within the management consulting firms of
Ernst and Young and Deloitte. Subsequently he has held a senior position within a software start-up
company providing technology direction to penetrate the Information Security Industry and has also
provided strategic risk management consultancy to global blue chip organisations including Research
in Motion, Bank of Montreal and Fidelity Investments.
Carlos Saona: He holds a PhD in Computer Science from the Technical University of Catalonia. Carlos
has more than ten years of experience in software development. He started his career as a
researcher in CAD algorithms. He then moved to the healthcare industry, where he spent most of his
professional career as software architect in scalable and distributed applications for the CH-Werfen
group. He has worked in projects for several markets, including Italy, Spain, France, UK and the USA.
Joan Marc Garca: He holds a degree as Computer Engineer by the Universitat Politcnica de
Catalunya (Barcelona), and an MBA at ESADE Business School. Has developed his career in a
multinational company specialized in security, monitoring, high availability and data replication.
Worked as support manager, consultant, project manager and presales (local and international
markets), through direct channels and business partners.

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2.2.13. Institute of Communication and Computer Systems/National Technical University of


Athens (ICCS/NTUA)
General Information
The National Technical University of Athens-NTUA (www.ntua.gr) is the oldest and
most prestigious technical university in Greece. It was founded in 1837 and has since
been contributing to the progress of the engineering science in Greece, through the
education of young engineers and its multi-faceted research and development
activities. The University comprises nine departments, each one covering a different
aspect of the engineering field. The School of Electrical and Computer Engineering of the National
Technical University of Athens is well known in Greece and abroad for the research achievements of
its faculty members and the good reputation of its students and alumni. The Institute of
Communication and Computer Systems-ICCS (www.iccs.ntua.gr) is a research organisation
associated with the School of ECE and has about 40 laboratories and research units presently active
which are established by the implementation of several structural programmes such as
Mediterranean Integrated Programme on Informatics of European Community (MIP-Informatics),
Public Investment and Special Development Programmes of the Ministry of Education as well as
European Programs as TIDE, AIM, RACE, STRIDE, Telematics, ESPRIT, eTEN, ICT, etc. Our Distributed,
Knowledge and Media Systems Group-DKMS (www.grid.ece.ntua.gr), administratively falls under
the Telecom Lab of ICCS and its research activities focus mainly on: i) Advanced Distributed
Computing, dealing with topics such as Service Oriented Architectures, Cloud Computing and ii)
Internet of Things and Knowledge, Media & Digital Art, dealing with topics such as Knowledge
Representation and Domain Modelling, Artificial Intelligence and Decision Support Systems.
Key People
Prof. Theodora A. Varvarigou: She is received the B. Tech degree from the National Technical
University of Athens, Athens, Greece in 1988, the MS degrees in Electrical Engineering (1989) and in
Computer Science (1991) from Stanford University, Stanford, California in 1989 and the Ph.D. degree
from Stanford University as well in 1991. She worked at AT&T Bell Labs, Holmdel, New Jersey
between 1991 and 1995. Between 1995 and 1997 she worked as an Assistant Professor at the
Technical University of Crete, Chania, Greece. Since 1997 she was elected as an Assistant Professor
while since 2007 she is a Professor at the National Technical University of Athens, and Director of the
Postgraduate Course Engineering Economics Systems.
Dr. Dimosthenis Kyriazis received the diploma from the Dept. of Electrical and Computer Engineering
of the National Technical University of Athens, Athens, Greece in 2001, the MS degree in TechnoEconomic Systems (MBA) co-organized by the Electrical and Computer Engineering Dept - NTUA,
Economic Sciences Dept - National Kapodistrian University of Athens, Industrial Management Dept University of Piraeus and his Ph.D. from the Electrical and Computer Engineering Department of the
National Technical University of Athens in 2007.
Dr Konstantinos Tserpes: He is a Senior Research Engineer in the Distributed, Knowledge and Media
Systems Lab (DKMS) of the Institute of Communication and Computer Systems (ICCS) and the
National Technical University of Athens (NTUA). He graduated from the Computer Engineering and
Informatics department, University of Patras, Greece in 2003. In 2005 he received his masters
degree in Information Systems Management from National Technical University of Athens (NTUA). In
2008, he acquired his PhD in the area of Service Oriented Architectures with a focus on quality
aspects from the school of Electrical and Computer Engineers of ICCS-NTUA.
Dr Vassiliki Andronikou: He is received her diploma from the Electrical and Computer Engineering
Department of the National Technical University of Athens in 2004. She has worked in the National
Bank of Greece and the Organization of Telecommunications of Greece, while since 2004 she has
been a research associate and PhD candidate in the Telecommunications Laboratory of the NTUA.

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2.2.14. FORSCHUNGSZENTRUM INFORMATIK AN DER UNIVERSITT KARLSRUHE (FZI)


General Information
FZI is a non-profit research and technology transfer center comprising 14 R&D teams each
of them directed by a Professor also holding a chair for Computer Science, Electrical or
Mechanical Engineering, or Business Administration at the University of Karlsruhe
Germanys oldest and one of its most successful Technical Universities. FZI helps its
partners and customers in applying novel information technologies for realizing new and better
products, services, and business processes. FZI is a member of the World Wide Web Consortium
(W3C), member of the Object Management Group (OMG), member of NESSI, it participates in the
IBM Center for Advanced Studies (CAS) programme, it established together with Microsoft a .NETbased center for Innovative Software Concepts, and it won several contracts from the European
HPMT Programme to act as a Marie-Curie Training Center.
FZI was founded in 1985, currently employs ca. 110 researchers plus additional student assistants,
and had a turnover of ca. 6.3 MEURO in 2005. It has outstanding experience in scientific research
and industrial development projects in regional, national and international cooperations, as well as
in providing technology consulting services, for instance feasibility studies, technology scouting,
market studies, prototype development, etc. Through its multidisciplinary, close-to-theUniversity approach and its close collaboration in manifold networks (with its University sister
institutes, several spin-off companies, partners in European Networks of Excellence, etc) it can
ensure on one hand that newest methods are applied and further developed and the highest level
of ICT research excellence can be reached, and on the other hand that research results can widely be
spread into the scientific community.
The IPE department: FZI is represented in the IoT4ALL Consortium through its IPE department
(Information Process Engineering) which encompasses the R&D teams headed by:

Prof. Studer (knowledge management & semantic technologies),

Prof. Stucky (business and process engineering, collaboration processes, VO),

Prof. Lockemann (middleware, context management, cross-organizational workflow)

Prof. Weinhardt (information engineering and management).

Key People
Dr. Nenad Stojanovic is project leader in IPE. He received the MSc in computer science from the
University of Nis / Serbia and the PhD degree from the University of Karlsruhe (thesis on OntologyBased Information Retrieval). He worked in and had the technical management of several FP5/6
STREPs as well as BMBF projects (national German funding) in the area of applying semantic
technologies for knowledge management. In this area, he also participates in industry consulting
projects. He published more than 70 technical papers in international journals, conferences, and
workshops in the areas of applications of complex event processing and ontologies. He has served as
technical coordinator in many research projects. He is currently the coordinator of the EU
eParticipation project VIDI. In the IoT4ALL project, Dr Stojanovic will coordinate the work done in FZI.
Roland Stuehmer is research scientist in IPE. He received his diploma (MSc) in informatics from the
University of Karlsruhe (thesis on complex event processing on the Web). He works in FP7 SYNERGYSTREP as well as an industry collaboration of FZI providing consulting in event processing. In the past,
Roland was employed as a student at SAP Research Karlsruhe to test his Event Processing engine in
the evaluation of an e-government portal for the EU project FIT. His current research interest are in
the field of distributed Complex Event Processing (CEP) for large scale deployments of CEP capability,
e.g. on the internet.

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2.2.15. AUEB-ELTRUN
General Information
The Athens University of Economics and Business (AUEB) (www.aueb.gr,
www.rc.aueb.gr) is an institution which provides education both at the undergraduate
and postgraduate level mainly in the fields of Economics, European and International
Economics, Business Administration, Marketing, Accounting and Finance,
Management, Technology, Informatics, Statistics, Decision Science. AUEB is a
distinguished public learning institution which is known for the excellence of its faculty, students and
academic programmes. ELTRUN (www.eltrun.aueb.gr) is the E-Business Research Center of the
Athens University of Economics and Business. It was founded in 1992 with the objective to establish
a European center of excellence in research and development in E-Business. ELTRUN currently
consists of more than 20 researchers, including 4 members of the academic staff of Athens University
of Economics and Business, while there is close cooperation with academic staff of other Institutions.
Through the years, ELTRUN has successfully managed to produce state-of-the-art research and to
complete more than 40 international research projects some of them funded by the Information
Society and Technologies Program of the European Commission. The center is also actively involved
in national research programs, in various activities that are intended to increase awareness in the
fields of E-Business. ELTRUN is organized in four research groups: SCORE (Supply Chain and Demand
Management, Collaboration and Electronic Services), IMES (Interactive Marketing & Electronic
Services), CUBE (Center of Studies on Business Intelligence and Database), IML (Intelligent Media
Lab).
Key People
Dr. Katerina Pramatari is Assistant Professor at the Department of Management Science and
Technology of the Athens University of Economics and Business (AUEB) and scientific coordinator of
the ELTRUN-SCORE research group operated at the ELTRUN Research Center at AUEB. Her research
and teaching areas are supply and demand chain collaboration, traceability and RFID, e-procurement,
e-business integration and electronic commerce. She holds a PhD from Athens University of
Economics & Business (AUEB) and a Masters in Information Systems from the same University. She
has worked as a systems analyst for Procter & Gamble European Headquarters for two years, on the
development of global Category Management applications, and another year in the Marketing
Department of Procter & Gamble Greece.
Dr. Dimitris Papakyriakopoulos holds a B.Sc. in Informatics and M.Sc. in Information Systems from
AUEB, and a Ph.D. in Information Systems and Artificial Intelligence also from AUEB. He is senior
research officer at the ELTRUN Research Center at AUEB and has extensive research experience,
having been involved in various research projects for the last 10 years.
Dr. Aris Theotokis is a post-doctoral researcher at the ELTRUN Research Center at the department of
Management Science and Technology of the Athens University of Economics and Business. He has a
BSc in Industrial Management and Technology, an MSc in Operational Research from University of
Edinburgh and a PhD from AUEB. His research interests are in the areas of consumer acceptance of
technology, consumer behaviour in retailing and services marketing.
Cleopatra Bardaki is PhD candidate at the Athens University of Economics and Business (AUEB),
Department of Management Science and Technology. She holds a BSc (with honors) in Informatics
and Telecommunications from the University of Athens (UoA) and an MSc in Information Systems
from AUEB. She has worked as research officer at the Network Operations Center of UoA and as
Informatics educator at Computer Learning Centers and at the private Secondary Education. She is
awarded a nationally offered Bodossaki Foundation scholarship (2006-07, 2005-06) for her PhD
studies. She was also awarded one out of 6 nationally offered PriceWaterhouseCoopers scholarships
(2003-04) for her MSc studies (ranked first among 177 candidates).

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2.2.16. SIGS DATACOM GMBH


General Information
SIGS DATACOM with several established brands like OOP,
OBJEKTspektrum, JavaSPEKTRUM, OMG Information Days, TDWI, etc. is
a competent, reliable partner for the IoT4ALL Project.
Our operational business is the organization of user-oriented events (i.e. conferences and Seminars)
for practitioners and managers of software-oriented companies and we are publishers of the
Software Magazines OBJEKTspektrum, JavaSPEKTRUM. For SIGS DATACOM`s perspective it is
important to communicate the business approach within our transfer of professional information to
software architects, IT-project managers and advanced programmers/developers.
SIGS DATACOM is an international and independent company for professional education in the
sector of information technology. Wir are one of the leading providers of IT-Seminars of professional
education and conferences e.g. the OOP in Munich, the SET in Zurich and the TDWI-Conferences in
Munich and Amsterdam. Our company is the official partner of TDWI (The Data Warehousing
Institute) and also of the OMG (Object Management Group, USA), which is responsible for all its
conferences and Information Days in Germany, Switzerland and Austria. We publish also the ITjournals OBJEKTspektrum, JavaSPEKTRUM and BI-SPEKTRUM.
SIGS DATACOM was founded through the merger of SIGS Conferences GmbH and the DATACOM
Akademie GmbH at the beginning of 2001.
The OOP is one of the biggest and most well respected software events in Europe. This event is very
well established, with a remarkable 18 year old history of always being at the cutting edge of
software technology. It has a proven track record on satisfying the information needs of attendees
from both software and business perspective. The technical content covers the whole spectrum of
modern software engineering and provides the essence of the important trends and techniques in
this area combined with a strong business focus. The next year (January!) the business focus is
especially strong and thus the motto Productivity: People, Process, and Technology". The technical
focus includes the topics BPM, Requirements and Testing, SOA, Architecture, Open Source,
collaborating services Java Agile & Lean, and cloud computing.
SIGS DATACOM was the first company in Europe offering the UML 2.0 certification during OOP 2004.
Richard Soley (OMG) handed out the first certificates UML 2.0 to the participants. In 2010 we do
gladly with OMG the OCEB certification during OOP 2010.
Key People
Gnter FUHRMEISTER: Managing Director of SIGS DATACOM has a working experience of 30 years
plus in the area of publishing, conferences and seminars. He has worked for the US publishing
companies Addison Wesley and International Thomson Publishing, establishing a number of local
publishing operations on in Germany, the Netherlands, France, Spain, Italy and South Africa.
Currently he is actively involved as Senior Project Manager to organize and mange the main
European software conference on Software engineering, OOP which will take place for the 19th year
in Munich in 2010. Other projects are in the area of IT-journals, related to the magazines
Objektspektrum, Javaspektrum and BI-Spektrum.
Viktor PALAND: Co-Managing Director of SIGS DATACOM has a working experience of 20 years plus,
primarily in the banking sector. He has been working for 19 years for Deutsche Bank in Frankfurt,
Nuernberg and Cologne. In particular he has been responsible regarding the supervision of the
operational financial management of approx. 40 middle-sized companies in the area of NortherRhine Westfalia. Within European R&D projects he has been the SIGS DATACOM Senior Project
Manager for the project MOMOCOS. Currently he is involved as Senior Project Manager in the major
/ software conference, Software Engineering Today which takes place in Zurich in May 2010.

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2.2.17. ESADE
General Information
ESADE is one of the world's most prestigious academic institutions. Its main
richness stems from faculty and staff whose reflection, dialogue, projects and
initiatives contribute to excellent training, relevant investigation and research.
Furthermore, these professionals make valuable contributions to public debate and social
transformation. The institution's main objective is to train individuals to be highly competent
professionals, fully conscious of their social responsibility. To do this, ESADE promotes education and
research within its university programs and business school by fomenting a strong commitment to
intellectual rigor, critical thinking and academic excellence.
ESADE programs, which cover the entire professional cycle (from recent graduate to experienced
professional) concentrate on two major areas: the ESADE Business School and the ESADE University
Faculties. The ESADE University Faculties consist of two centers: the ESADE School of Management
and the Law School, both of which are affiliated with the Ramon Llull University. The Ramon Llull
University (URL) was founded on the 1st of March 1990 and proclaimed by unanimous vote by the
Parlament de Catalunya (Catalan Regional Parliament) on the 10th of May 1991. It is a private, non
profit-making university providing a public service.
ESADE's international network has always been and continues to be an integral part of the
institution. ESADE has agreements and collaborations with over 100 universities and business schools
on five continents and is currently the European business school with the most extensive student
exchange network in Latin America. The institution is a founding member of the Community of
European Management Schools (CEMS), the most prestigious European network on the university
level. ESADE was one of the first business schools to obtain the three most recognized awards in the
sector: International AACSB, EQUIS y AMBA. ESADE ranks among the top ten business schools in
Europe in the most important international MBA, Executive Education and university program polls.
The business management research that ESADE carries out is internationally renowned. ESADE offers
doctoral and PhD level courses in Management Studies that rely upon various academicians,
institutions and research centers, and groups, who focus on entrepreneurship, innovation, leadership
and governance, management, skills and knowledge, business social responsibility, economic law,
branding, etc.
Key People
Jonathan D. Wareham, Ph.D.: Jonathan Wareham is an Associate Professor of Information Systems
at ESADE. His research focuses on the intersection of information technology, economics and
strategy. He teaches graduate and executive MBA courses in economics, computer programming
and technology architecture, and is a frequent speaker at national and international conferences for
both academic and professional audiences on these subjects. Dr. Warehams research has been
published or forthcoming in such journals and proceedings as MIS Quarterly, IEEE Transactions on
Engineering Management, IEEE Transactions on Professional Communication, IEEE Computer,
Communications of the ACM, etc.
Esteve Almirall: Esteve Almirall holds an MSCIS and MSc in Artificial Intelligence, a DEA in AI (UPC)
and a MRes and a DEA in Management Sciences (ESADE). Currently he is working in his Ph.D. in AI
and in Business Sciences. Most of his career has been devoted to Information Technologies,
especially in consulting, banking and finances where he worked for more than 20 years in executive
and board level positions in IS, Organization and Marketing. Moreover, Esteve holds an MBA, a PDD
from IESE and a Diploma in Marketing from UC Berkeley. Currently he serves as associated professor
at ESADE and UPC (part time) and his interests focus on Open Innovation, Innovation Dynamics and
AI tools that could foster innovation in collaborative systems.

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2.2.18. BMT
General Information
BMT Group Ltd. is an international contract research and technology
organisation created in 1985 through the merging of the National Maritime
Institute (NMI) and the British Ship Research Association (BSRA). When it
was formed, BMT inherited a long and distinguished history of development and transfer to industry
for the marine, aeronautical and civil engineering industries. One of BMT's aims has been to continue
the work of its predecessors by serving the academic world and commerce within a very wide are of
activity that encompasses not only the international maritime and civil engineering communities
which its predecessors served but, increasingly, the defence and manufacturing worlds, particularly
process industry. BMT's independence of Government and all outside financial interests, enables it
to invest the profits it achieves in new facilities and research to ensure the retention and
enhancement of its technology lead.
BMT's most important asset is its people. Over 80% of all staff are qualified to at least first degree
standard. To ensure all work is relevant, BMT encourages its people to play an active part in the
industries they serve and to participate fully in their professional institutes. As a result many
members of the staff regularly publish professional papers. BMT's outstanding ability in computer
technology and system integration and its extensive network of computer facilities has become a key
feature in its development and the reason why BMT today is well-known internationally as an
established Software House, registered under AQAP 1 and 13, BS5750 and ISO9000. In addition, BMT
has extensive physical facilities, including model water tank testing. BMT is a leading participant in
multi-million euro European projects and inaugurates joint industry collaborative projects.
BMT has a long experience of coordinating EU projects. In particular, BMT is coordinating
FREIGHTWISE. BMT has also been working in ontologies for a long time, for example in the research
projects WISPER and FLAGSHIP. FLAGSHIP also concerns itself extensively with KPIs to assess the
benefits of the development.
Key People
Rory Doyle B.A., B.A.I., MSc., PhD, CEng is a chartered computer engineer. His primary degrees are in
Computer Engineering and Mathematics (Trinity college Dublin), his MSc is in vision control of
robotics, (Trinity College Dublin) and his PhD in multi-sensor data fusion for helicopter obstacle
avoidance (University of Southampton). He has been employed in Research & Development for over
15 years, starting off with virtual reality work in the early 1990's (Trinity College Dublin), and moving
on to intelligent control in the mid 1990's (University of Southampton). Since 1996 he has been
employed in BMT managing and providing technical consultancy on major intelligent systems
projects.. Rory has been the coordinator of SPAN, SEA-AHED, Safetow and EC-DOCK.
Dr. Gary Randall has a PhD in Cognitive Psychology, an MSc (Distinction) in Cognitive Science (both
University of Birmingham UK), a BSc (Hons) in Artificial Intelligence. He has a unique blend of IT and
theoretical skills relating to Cognitive Science, built up over 15 years, and are an experienced
programmer in many languages. Gary is a Senior Research Scientist at BMT and Project Manager of
EC projects. His post-doctoral experience as Research Fellow at Harvard Medical School was related
to implementing and extending the influential machine vision model Guided Search. Prior to this,
Garys research concentrated on building dynamic neural systems to predict common visual
behaviours.
Jenny Gyngell joined BMT in 1999 after a career in the Navy. Since then she has become the Project
Manager of a large number of EU-funded research projects. In particular she was the Project
Manager of FIRE EXIT. She also managed AVATARS, SAFETOW and the large Integrated Project
FREIGHWISE.

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IP proposal
IoT4All

Consortium as a whole

The IoT4ALL project has followed a purposeful, multidisciplinary approach in establishing the
Consortium.
2.3.1. Consortium composition leading criteria
The IoT4All consortium has been established in order to conform to the following criteria:
Adequate level of manageability.
Balanced consortium between industry, academia and SMEs with organisations able to act as
multipliers.
Trans-national approach.
2.3.1.1. Adequate level of manageability
The first criterion is satisfied:

By choosing a Coordinator with comprehensive experience in managing large industrial


research projects and by defining a suitable management strategy, as described in section
2.1.

By bringing together partners that know each other and have already collaborated in the
past.

By defining three levels of responsibilities for all involved partners: Management, Executive
Board, and General Assembly (described in detail in section 2.1).
ATOS ORIGIN has applied its methodology for large project management during its long history as a
European leader in system integration, consulting and facilities management. The capacity to steer
efficiently from the smallest internet Web page to the whole software system of the Olympic Games
is reflected in every single project in which ATOS ORIGIN has been involved. This ability has
transformed this company into the European leader and the world key player that it is today. Some
examples of large projects coordinated by ATOS ORIGIN are:

EU projects with more than 15 partners => SOA4ALL. ELEGI, TRUSTCOM, ORCHESTRA,
PROMINENCE.

The largest EU project in FP6 IST with 97 partners => BEinGRID

Olympic Games, a complex mix of process, people, and technology with huge number of
partners and suppliers.
Information Technology is the hidden power behind the Olympic Games.
Atos Origin is the company that makes the Games work
Philippe Verveer, International Olympic Committee, Technology Director

2.3.1.2.
Balanced consortium
The consortium has the right balance of skills and industrial scope, essential to this project; its
composition has been carefully designed to enable the smooth handling of three dimensions
throughout the project:

Academia and research.

Industrial partners => Large industries acting either as researchers and as end-users

SMEs => Providing another perspective from industry, acting either as researchers or as
end-users.

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INDUSTRIAL PARTNERS
Atos Origin
TXT e-Solutions
Centro Ricerche FIAT
Telit Wireless Solutions
Insiel
Evidian
BMT
SME
Diakrinisis
CAEN
Kinamik
SIGS-DATACOM

ACADEMIAN/RESEARCH
Ingema
AIT
LISSI
NTUA
FZI
AUEB-ELTRUN
ESADE

Figure 2.2 - Skills and scope of the consortium


2.3.1.3.

Trans-nationality

IoT4ALL includes partners from 7 European countries (see map), balanced between partners from
North, Middle, Southern and Eastern Europe, a mix that will guarantee an optimal match of the
constructed solutions to the different management styles related to the different cultures.

Figure 2.3 - Geographical location of the partners


2.3.1. Partner descriptions and roles
This criterion has lead to the composition of a consortium with 16 partners from 9 countries. For
each partner we provide some relevant information, while in section 2.2 a detailed description for
each organisation including key personnel short CVs are provided.

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#
1

Partner
(short
name)
ATOS
ORIGIN

IP proposal
IoT4All

Type
(Expertise)56

Partner (full name)


Main contributions to the project57

Spain

Industry (IT
Service
Provider)

Industry (IT
Service
Provider)
Industry (IT
Service
Provider)

ATOS ORIGIN SAE


Project Coordinator (experience managing large
projects; including IPs such as BEinGRID,
TRUSTCOM, ELEGI, and ORCHESTRA).
Technical expertise in SOA architectures (integration
capabilities and ESB solutions) and the dynamic
composition of Web services. Extensive customer
base for exploitation purposes and tools at the
disposal of the project (e.g. the collaborative space
Project Portal). ATOS will coordinate the project
being responsible for the administrative, financial
and day-to-day monitoring of the project as well as
taking an active participation in the service Web
infrastructure and service construction RTD areas.
ATOS will be one of the technical partners of the
Homeland Security case study and will actively
participate in the exploitation elements of the
project.
Scientifical coordinator of the project.

Country

TXT

Italy

CRF

Italy

DIAKINISIS

Greece

56

CRF is the research centre of the Fiat Group. CRF has


a long-standing experience in private and publicfunded projects regarding mobility, transportation,
telematics, wireless networks, multimedia and HMI
systems. The business line involved in the project
has current and synergetic projects in the areas that
the project is addressing. Centro Ricerche FIAT will
provide the points of view of the end-users (Fiat,
IVECO), providing requirements, process models,
and data as well as the points of view of the
technological experts in the area of electronics and
telematics applied.

University

Partners are classified according to the type of organisation (Industry, SME, Academia, Research Centre,
Government) and a concrete expertise is also provided for all of them
57
Management For each participant is specified only the main role. In many cases the participants have
expertises in other areas this will facilitate the communication with other participant involved in related activities
and obviously will allow to contribute partially to the research activities.

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Partner
(short
name)
INGEMA

CAEN

Italy

SME

Telit

Israel

Insiel

Italy

Industry (IT
Service
Provider)
University

AIT

Greece

University

Type
(Expertise)56

Partner (full name)


Main contributions to the project57

Spain

Industry (IT
Service
Provider)

INGEMA will play the role of user partner taking


care of the AAL scenario. INGEMA has a wide
expertise in usability and user tests with elderly and
disabled people and a huge knowledge in this field
form its more than 25 proffesionals coming from the
health and social sciences. INGEMA has several
facilities (nursing homes, day centers) and also can
perform tests in its own lab and on real homes from
elderly people.
CAEN RFID is a spin-off of CAEN SpA. The CAEN
network has been involved in co-funded european
projects since the Third Framework Program. The
role of CAEN RFID in the consortium is mainly
related to the UHF RFID world. Our prior focuses
are in the RFID sensor based tags, integrated
readers and antennas. CAEN RFID is actually
member of EPC Global consortium and LPRA (Low
Power Radio Association) and can play an important
role in the standardization support.
WP leader

Country

Proposal Part B: Page 173 of 203

WP leader
The role of AIT in IOT4ALL will be two-fold. First, it
will act as a main IoT middleware developer for the
project based on its expertise on RFID middleware in
general and more specifically its leading role in the
Open
Source
Project
AspireRfid
(http://wiki.aspire.objectweb.org/)).
AIT
will
establish and provide the required liaison with the
AspireRfid OSS platform. In the scope of IOT4ALL,
AIT will use RFID middleware as a baseline in order
to develop middleware libraries for addressing,
discovery, filtering and business eventing for the
broader range of IoT applications. AITs second
responsibility in the project, will be the
development, integration and validation of a novel
added-value realistic AAL application in the scope of
INGEMA lab (Matia hospital, San Sebastian Spain).
AIT has been a main technical contributor in setting
up the smart lab at the Matia hospital and will
contribute its experience in developing/integrating
AAL applications in sensor-saturated environments
comprising multiple things. Note that AIT will be
also the primary integrator of visual and acoustic
sensors (A/V) in the envisaged IoT systems of the
project.

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10

Partner
(short
name)
LISSI

11

Evidian

12

Kinamik

IP proposal
IoT4All

Country

Type
(Expertise)56

Partner (full name)


Main contributions to the project57

France

University

Use case leader.

France

SME

Evidian is leading or is participating to several


running European R&D projects. In IoT4All, Evidian
will leverage the outcomes from ITEA SODA and
ITEA2 MULTIPOL, by adapting the authorization
server from SODA and the authorization chain from
MULTIPOL, as a basis for the IoT4All innovative
mechanisms dedicated to control the access to
resources and to information, as well as the
intelligent management of security events and
security information.

Spain

Proposal Part B: Page 174 of 203

SME

In addition to other actions made by IoT4All


partners, Evidian will disseminate the IoT4All
activities and results though US and European
analysts briefings, such as Gartner, Burton Group,
Kuppinger Cole, which are organized periodically
during the year, and through analyst conferences
where Evidian is present as an exhibitor or a
speaker, such as Gartner IAM Summit, Burton Group
Catalyst.
These services that will be implemented, will require
to log certain activity, and to convert into
trustworthy all the information that is sensitive
enough to assure that it has integrity. To assure that
it really is the data that is meant to be. The key
aspect in this case is to accomplish this in a flexible,
scalable and technology agnostic way to provide it
in the data level: act at an event level, in real time,
and linking data between it, so chronology also
forms part of the process. Kinamik relies in his
collaborations with a set of organizations and
profiles for this purpose: auditors, forensics, legal
entities, private customers, universities and
technology centers, government agencies, security
experts and different associations, such as the Cloud
Security Alliance.

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Partner
(short
name)
ICCS/NTUA

14

FZI

IP proposal
IoT4All

Country

Type
(Expertise)56

Partner (full name)


Main contributions to the project57

Greece

University

ICCS comprises a research organisation with great


experience in Service Oriented Architectures, data
management in distributed systems, QoS provision,
resource and execution management through SLAs
and dynamic workflow management among others.
Within IoT4All, ICCS will undertake the Activity 4
management related to the Digital/Virtual World IoT
Service Platforms and will also lead WP4.2 on
Service and Cloud Platforms and consequently
provide valuable support within the integration
efforts. Based on their expertise in semantic
reasoning, event correlation and service front-ends,
ICCS will participate in all Activity 4 tasks. They will
also actively participate in the research and
development efforts for the semi-permeable
osmotic *-wares and the trust and security tasks,
offering their great expertise in middleware
development and interoperability issues as well as
in SLA management and trust establishment
respectively. Given their experience in SOA and SOI
design, they will provide valuable input during the
IoT4All architecture design. ICCS will disseminate
IoT4All innovative research and results through the
submission of related papers to international
journals and the presentation of the IoT4All findings
to international conferences and workshops among
others.

German
y

University

IPE department which represents FZI participation is


active in EP-TS, the Event Processing Technical
Society, to create standards and promote and
advance Event Processing from a research and a
user-centric
perspective.
IPE participates in several European projects the
most relevant for the work on IoT4ALL are from
three areas: Semantic & Knowledge Management
(FP6 FIT-STREP, FP6 TEAM-STREP, FP6 FUSIONSTREP, FP6 SAKE-STREP, FP7 SYNERGY-STREP, FP6
SOPRANO-IP,
FP7
MATURE-IP),
Collective
Intelligence (FP6 Nepomuk-IP).

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15

Partner
(short
name)
AUEB

16

SIGS

German
y

17

Esade

Spain

18

BMT

United
Kingdom

Country

Type
(Expertise)56

Partner (full name)


Main contributions to the project57

Greece

University

Industry (IT
Service
Provider)
Industry (IT
Service
Provider)
Industry (IT
Service
Provider)

Role and tasks in IoT4ALL: AUEB will contribute its


expertise in the elicitation of the system
requirements, the design and pilot test of the
Sustainable Logistics case and innovative supplychain applications. AUEB will also lead the WP
regarding
Real
World
Management
&
Governance. AUEB will further contribute through
its experience in the socio-economic impact
assessment of the projects results as well as in the
design of the IoT4ALL services based on the
principles of the Service-Science discipline. Finally
AUEB will disseminate the project results through
journal publications and presentations in
international academic and industrial Conferences.
Dissemination Leader.

In charge of the Business Models WP 3.5.

Use case leader.

Table 2.3 Roles of the partners

2.3.2. Subcontracting
i. Subcontracting to CRF (50.000 Euros)
CRF is planning to subcontract a part of the integration and adaptation of technology developed in
the research clusters into the Blue&Me platform and modifications to the platform itself. The
subcontractors will be selected taking into account the application specific requirements and
previous expertise. They include Actia and Magneti-Marelli. Magneti-Marelli is the developer and
system integrator of the telematics platform (Blue&Me) and its future evolutions. Actia is the
supplier for the FIAT Group diagnostics platform. The resources estimated for this task amount to
50k.
3) Certificates on financial statements (84.100 Euros)
All partners have been assigned subcontracting budget in the Management category to subcontract
the certification of their financial statements.
The budget has been calculated according to the new rule introduced in FP7 about the need of a
certificate only when there has been an accumulated funding claim of 375.000 Euros, and the costs
of these certificates:
Two average costs of these certificates depending on the partners (number of certificates
budgeted indicated per each partner):
- 4000 Euros per certificate: Atos Origin (1), CRF (2), CAEN (1), Evidian (2)
- 2000 Euros per certificate: Atos Origin (1), TXT (1), CAEN (1), Evidian (1), FZI (1), ESADE
(3),

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2.3.3. Other counties


Not applicable in IoT4All.
2.4. Resources to be committed
The total budget of IoT4All project is 14.368.468,11 . Of this amount, the requested EC contribution
is 9.515.023,87 (66,22%). The overall costs are elaborated below.
2.4.1. Allocation over project activities
The allocation of the project resources per activities is provided below. The budget pending to be
allocated in the competitive call has been categorised as RTD activity.
Activity

Effort (person x month)

RTD

1344,0

88,77%

Management

81,0

5,35%

Other Activities

89,0

5,88%

1514,0

100,00%

Total

Table 2.4 Effort distribution (per type of activity)

Project Activity

Effort (person x month)

A0 Management
A1 IoT Architecture &
Middlewares
A2 Real World IoT
Technologies & Systems
A3 Business/Social World
Novel IOT-based Applications
A4 Digital/Virtual World IoT
Service Platforms
A5 Prototypes, Pilots & Test
Cases
A6 Impact Creation
Total

81,0

5,4%

287,0

19,0%

242,0

16,0%

189,0

12,5%

164,0

10,8%

308,0

20,3%

243,0

16,1%

1.514,0

100,0%

Table 2.5 Effort distribution (per project activity)

Activity

Budget (Keuro)

RTD

Funding (Keuro)

12.844.193,26

89,39%

7.990.749,02

83,98%

Management

708.570,92

4,93%

708.570,92

7,45%

Other Activities

815.703,93

5,68%

815.703,93

8,57%

14.368.468,11

100,00%

9.515.023,87

100.00

Total

Table 2.6 Budget and funding distribution (per type of activity)

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2.4.2. Allocation over cost categories


The projects administrative allocation of resources is shown below.
Cost Category

Budget (Keuro)

Personel

8.710.472,96

60,62%

Overhead on personel

4.633.435,15

32,25%

110.500,00

0,77%

84.000,00

0,58%

147.000,00
420.000,00

1,02%
2,92%

Subcontracts

50.000,00

0,35%

Other costs

20.000,00

0,14%

193.060,00

1,34%

14.368.468,11

100.00

Consumables
Audit Certificates
Equipment
Travels

Overhead on non personel expenses


Total

Table 2.7 Budget distribution (per cost category)

The major cost item in the project resources is the personnel costs. All partners have committed
appropriate personnel resources from existing staff as well as additional staff to be recruited to
undertake the project. Travel and subsistence costs are included by all partners to ensure that the
project results are effectively disseminated in major international forums to have maximal impact.
The travel and subsistence costs will also facilitate travel to project meetings and workshops as well
as meetings with the EC and standardisation bodies. We will attempt to minimise travel by making
use of innovative online communication tools as well as telephone conferences. However, physical
plenary meetings will take place at regular intervals to monitor the progress of the project and workpackage teams will meet physically in working meetings to undertake technical work as appropriate.
2.4.2.1. Consumables
Consumable costs (110.500,00 ) which is going to be spread in different aspects to guarantee the
proper performance and an efficient development along the project. In such terms consumables are
going to be represented by:

Marketing material including project flyers, brochures, posters, mailings, and other
consumables required for dissemination purposes

Supplying the pilot phases with RFID readers, tags and antennas for the implementation.

Any other logistics resources such as software licenses, for books and page charges, printing,
toner and telephone, etc

2.4.2.2. Equipment
Equipment costs amount of 147.000,00 is being spread in the following resources:
Servers to :
o Host the website project
o Host the webcasts of the tutorials for training
o Host public demonstrators for IoT4ALL
o Deploy the service web architecture

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Laptops and workstations for partners teams.


Additional hardware which compose the infrastructure of proposed solution (networks
resources, additional devices, etc.)
2.4.2.3. Travel
Travel costs in the project are 420,000 . They have been based on the basis of a specific number of
travels per partner and a base cost of 1,000 Euros per travel:
Executive Board: 12 travels per year (42 travels in the project) 48,000
Other partners: 8 travels per year (28 travels in the project) 32,000
2.4.2.4. Other costs
CAEN: to buy some parts or components to be necessary in developing some prototypes
during the RTD phase.
EVIDIAN: to cover expenses that may arise for supporting the pilot such as transfer of
infrastructure, expenses for RFID tags and/or sensors, demonstration expenses etc.
Diakrinisis: to cover expenses that may arise for supporting the pilot such as transfer of
infrastructure, expenses for RFID tags and/or sensors, demonstration expenses etc.
2.4.2.5. Subcontracting
Subcontracting issues are described in section 2.3.2.
2.4.2.6. Allocation per countries
The IoT4ALL consortium is well balanced according to budget and funding distribution between
countries.
Country

Budget

Funding

Spain

3.039.842,96

21,16%

2.195.996,32

23,08%

Greece

2.479.681,60

17,26%

1.867.940,80

19,63%

Italy

3.813.708,54

26,54%

2.202.345,50

23,15%

France

2.349.152,00

16,35%

1.437.028,00

15,10%

Germany

1.390.183,00

9,68%

1.142.863,25

12,01%

UK

573.400,00

3,99%

307.600,00

3,23%

Israel

722.500,00

5,03%

361.250,00

3,80%

14.368.468,11

100,00%

9.515.023,87

100,00%

TOTAL

Table 2.8 Budget distribution (per country)

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Section 3: Impact
3.1Expected impact
The European Commission has already recognised the economic, commercial and social potential of
the Internet of Things. In a Commission Staff Working Document entitled Early Challenges regarding
the Internet of Things, which accompanied a Communication on Future networks and the internet,
a vision of the future Internet is presented where connecting physical things, from banknotes to
bicycles, through a network will let them take an active part in the Internet, exchanging information
about themselves and their surroundings. This will give immediate access to information about the
physical world and the objects in it leading to innovative services and gains in efficiency and
productivity. The productivity and efficiency improvements rendered possible by this Internet of
Things and the services it will convey will definitely contribute to improvements in European living
standards. So citizens and society will benefit.
The document notes that the next jump in the growth of the Internet will come from seamlessly
integrating physical things into information networks, and the overall infrastructure that will support
this networking of physical objects can be termed the Internet of Things.
Moreover, developments in several technologies, for example identification technologies like RFID,
wireless sensor technologies, robotics and wearable computing, nanotechnology and energy
scavenging technologies, are bringing closer the realisation of the Internet of Things.
As a result of this convergence, the working document predicts that new opportunities will be
created and new needs will be met, bringing about potentially disruptive business models, and new
societal services that will improve the quality of life. The Internet or the future network into which
it will one day evolve will have to deal with an increase in traffic as today's off-line objects are
brought online to make industrial processes more efficient with higher degrees of productivity.
More generally, as the technologies needed for the Internet of Things become available, a wide
range of applications will be developed. These can support policy in areas including transportation,
environment, energy efficiency and health. Huge benefits will come not only from faster productivity
growth, but also in many other ways: increasing efficiency in material handling and general logistics,
efficiency in warehousing, product tracking, efficiency in data management, reducing production and
handling costs, speeding the flow of assets, anti-theft and quicker recovery of stolen items,
addressing counterfeiting, reducing mistakes in manufacture, immediate recall of defective products,
more efficient recycling and waste management, achieving CO reductions, energy efficiency,
improved security of prescription medicine, and improved food safety and quality.
In fact, the commercial potential of the Internet of Things was recognised as long ago as 2005, by
(among others) the International Telecommunications Union, in a report which was produced by the
ITU Strategy and Policy Unit (SPU) for the World Summit on the Information Society held in Tunis, 1618 November 2005 (ITU Internet Report: The Internet of Things, International Telecommunication
Union (ITU), Geneva, 2005). This gave an in-depth introduction to the Internet of Things and its effect
on businesses and individuals around the world.
This report noted that The technologies of the Internet of Things offer immense potential to
consumers, manufacturers and firms. However, for these ground-breaking innovations to grow from
idea to specific product or application for the mass market, a difficult process of commercialization is
required, involving a wide array of players including standard development organizations, national
research centres, service providers, network operators, and lead users. However, to date, it cannot
be said that this potential has been realised, and for that reason the European Commission has
recognised what it describes as the research challenge related to the 'Internet of Things' (IoT).

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Specifically, in Objective ICT-2009.1.3, of the Seventh Framework Programme, which covers the
Internet of Things and Enterprise environments, it is seeking to promote development of
Architectures and technologies using open protocols, which enable novel Internet-based applications
including but not restricted to business/enterprise scenarios, as well as Architectural models
enabling an open governance scheme of the Internet of Things.
A particular feature of the approach proposed by IoT4All is its recognition that the IoT is a
perspective of the Future Internet (FI) and not an integrated part of it. Consequently, IoT4All believes
that it does not make any sense to develop a specific IoT network infrastructure, nor a specific IoT
federation of service platforms, nor a specific IoT Smart Space for users interaction, nor a specific IoT
Contents & Knowledge Management System. Instead, it proposes collaboration with other research
communities, including European Technology Platforms etc, to provide requirements for their
research challenges, to verify & validate their outcomes in FI IoT scenarios; it also aims to develop in
IoT research just those specific technologies, protocols, tools which are not foreseen in the research
agendas of the other FI communities, but which are essential for the development of IoT in Europe.
In so doing, it will help to offset the tendency (otherwise a potential risk) for a de facto monopoly to
arise from a centralised architecture. As the Commission document cited above warned, it is
necessary to avoid architectural approaches that:
Favour a de facto monopolistic operation of one single system world-wide;
Lead to a multiplicity of incompatible systems, with 'RFID islands' developing, probably structured
across economic/application sectors;
Lead to closed proprietary standards with high IPR access costs.,
Despite the lack of progress to date, commercial interest in the Internet of Things remains strong,
and the concept was included by ReadWriteWeb as one of the 5 biggest Web trends of 2009, and it
was reported that in 2009, this trend has ramped up and is adding a significant amount of new data
to the Web. For example, IBM announced a deal at the end of June with Danish transportation
company Container Centralen. By February 2010, Container Centralen has undertaken to use IBM
sensor technology "to allow participants in the horticultural supply chain to track the progress of
shipments as they move from growers to wholesalers and retailers across 40 countries in Europe."
Specifically this refers to transportation of things like flowers and pot plants, which are very sensitive
to the environment they travel in. Having sensors as part of the entire travel chain will allow
participants to monitor conditions and climate during travel. Essentially it makes the travel process
very transparent.
As well as the new types of functionalities it will enable, such as health monitoring by Internet
fridges, the sheer amount of new data about an object should lead to better quality goods and better
decision-making by consumers
For this reason, IoT4All therefore has a clear focus on the commercial potential of the Internet of
Things. Although IoT4All has attempted to present its own definition of the term "Internet of Things",
it also embraces the accepted view that this term has come to describe a number of technologies
and research disciplines that enable the Internet to reach out into the real world of physical objects.
Technologies like RFID, short-range wireless communications, real-time localization and sensor
networks are now becoming increasingly common, bringing the Internet of Things into commercial
use. The significance of this is the close interlinking between the physical world and cyberspace - a
development that is not only relevant to researchers, but to corporations and individuals alike.
The following table explicitly lays out a series of results that IOT4ALL will deliver to contribute to the
expected impact of this objective.

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IOT4ALL will deliver

Strengthened competitiveness of European 1. The IoT4All Consortium is exclusively formed


businesses
by Europe-centric organizations. Some of
them have also an important International
dimension to guarantee that research
outcomes could be disseminated also outside
Europe. Both IoT4All coordinators are
industrial
business companies, that
guarantees a special attention to business
competitiveness and exploitation of results
in all sectors of the economy

2. It is one of the major aspects of our proposal


to focus on how IoT is impacting the several
sectors of European socio-economical life.
We focus on two industrial sectors
(automotive and logistics) but we also have
one test case in e-inclusion and one test case
in homeland security. The generalization and
transfer of IoT4All results to other sectors is
guaranteed by the variety of the application
domains in which Iot4All partners are
involved in business.

through more automated processes,

3. This is of course in the main focus of the


Logistics test case. However, Iot4All focus is
not just on time-cost-optimizations and
automation of business processes, but above
all on improving IoT impact into the European
society as a whole.

new classes of applications,

4. New IoT-based applications will be designed


and developed in our Activity A3. The selfrepairing car, the environmentally friendly
logistics, the socially friendly elderly
assistance and the realtime environmental
protection and homeland security are just
some examples of these.

and more generic and open architectures,

5. This is the real core of IoT4All impact: an IoT


architecture linking the Real, the Digital and
the Socio-economic Worlds according to
generic and open standards. In our project
we will re-use as far as possible architectures,
protocols, technologies which are already in
use in other FI research streams, like the
Network of the Future or the Internet of
Services. Our IoT architecture is not IoTspecific but could be applied to the whole FI
pillars.

and through the support to standards

6. WP6.2. will ensure the alignment within the


standardisation bodies like ETSI.

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as well as dynamic and composite business 7. Our WP3.5 is fully devoted to study IoTmodels
oriented new business models. These will be
dynamic and composite, in the sense that
according to the specific case, we could
compose, as in service orchestrations,
different BM blocks to form a final composite
one. E.g. we could mash-up the social
networks business models with SaaS, both
interpreted in the IoT sense
for the delivery of customisable high added 8. IoT4All will develop innovative IoT-based
value products or services
services with great impact on European
socio-economics.
European leadership in the
integrated business solutions

supply

of 9. IoT4All is not just formally Europe-centric. All


its organizations, although some of them
present worldwide, are born in EU and see
the application of EU-funded research
outcomes in EU.

exploiting the fast development of RFIDs 10.IoT4All will follow with attention the RFID and
and smart tags
smart tags developments in collaboration
with the other initiatives which are focussing
on them, like the ICT PSP Thematic Network
on RFID or the GRIFS and CASAGRAS FP7
projects
and taking advantage of fusion between the 11.IoT4All is not considering a fusion between
real world and the virtual web-based world.
Real and Digital Worlds, but an osmotic semipermeable membrane between them which
allows selectively, but under controlled rules
and laws, some particles to be transferred
from one world to the adjacent one. Virtual
Worlds in the sense of Second Life are
instead not in the focus of IoT4All.
The IoT4All project will deliver this impact through the release of several major result groupings: New
classes of applications of the Internet of Things; a generic and open architecture; new business
models; use cases in specific economic sectors with subsequent generic result release and
dissemination in a broader spectrum of sectors. Furthermore, successful completion of the project
accompanied by long term and sustainable exploitation of results will result in strengthened
competiveness in Europe through discovered knowledge and developed skills within the partners and
communicated to industry and this will lead to European leadership in this growing field.
3.1.1 New classes of applications of the Internet of Things
The application software industry, once very project- and vendor-centric, has been evolving rapidly
under the impact of three main driving forces: commoditization of basic functionality, software as a
service (SaaS) delivery models and, most recently, availability of service components for userdesigned applications.
The impact of these trends is already visible on the market, where large Independent Software
Vendors (ISVs) are withdrawing from direct delivery and customized projects, to focus more on
standardized solutions, especially in the lower, broadest portion of the market (e.g., SMEs). In the

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same arena, they have started to feel the competition of SaaS providers who, for customers to whom
standard functionality is good enough, propose the additional values of null installation and
maintenance costs.
The traditional delivery model still seems to resist in the area of specialized applications, e.g. highend ERP implementations, supply chain or vertical systems like traffic management or healthcare.
However, this is the area where the third, most recent trend is going to have an impact. When truly
reliable service components become available along with the means to combine them into complex
applications, small vendors or even the users themselves will be given the means to deliver and
customize sophisticated vertical functionality. Many small software houses have already exploited
mapping services from Google or eCommerce services from Amazon to deliver custom applications
that, only few years ago, demanded ISV involvement in million-euro projects.
It is our opinion that the IoT will further accelerate these trends, and will make it possible for the
market to evolve towards entirely new application classes as well as new delivery and customization
models. In particular, the following impacts are expected on the applications market ecosystem (see
Table below):
-

IoT will make things an active part in the process of delivering and customizing software
applications. Producers will deliver application functionality along with their products, as
services associated to intelligent things. For example, customer support or maintenance
functionality will be provided as a service directly by the product itself (e.g., an appliance or a
piece of machinery).

Service platforms centered on things will appear, providing as publicly available SaaS
functionality that was once realized through vertical implementations. For example,
track&trace functionality will cease to be a software project for each different
organization; as cargo will be incorporated into the IoT, track&trace and other logistic
functions will be easy to standardize and offer as public services58.

Thing-centred services and dedicated public platforms will reduce the need to design
specialized functionality from scratch. The process will be rather one of assembling the right
combination of services in relation to the things to be managed. For example, an healthcare
management system will combine services from medical equipment, prostheses and
pharmaceutical products, intelligent patient records and so on. This process will involve ever
more the final users and specific functionality providers, and will involve ever less the system
integrators and vendors of packaged solutions.

As a final step, individual users themselves will be able to deliver their own personalized
functionality, by composing services from things they own in the frame of public authoring
platforms where users and things can publish and share their services.

58

See for example the DG Infso ICT for Transport project EURIDICE, and the related ORPHEUS service
platform: EURIDICE Project White Paper, www.euridice-project.eu.

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< 2000

2010

IoT age

Standard
ISV product + delivery and ISV
package Previous
specialized
functionality customization project.
or Software-as-a-Service functionalities
(thingsor Open source package facing ones) will become
standard, boosting the
SaaS market.
Specialized
Ad hoc development, Specialized
vendor
+ Specialized vendors will
or sectorial either in-house or from delivery and customization become SaaS providers of
functionality System Integrator.
project
by
System thing-related services.
Integrator.
End-users will gradually
replace
System
Integrators.
User custom Ad hoc development.
functionality

Ad hoc development (may Users able to combine and


involve publicly available publish
new
services
web services).
through public platforms.

Thing
-functionality

--

Things
will
become
providers and consumers
of services.

To achieve this impact, it is important that IoT platforms are specified not in isolation but, as IoT4All
proposes, in a coordinated effort with the other initiatives aiming at the Future Internet, like the
Internet of Services and Cloud Computing. For this reason, since the early stages of the project we
will establish links with the other active projects pursuing a similar vision of the future applications
market. The cooperation will be both on the technical side, to ensure that parallel developments in
different areas will not lead to incompatible platforms, and on the impact creation side, to achieve
higher visibility and convey a common message to end users and market operators.
Exploitation planning will have to ensure that, after the completion of the project, the software
vendors in the IoT4All consortium will invest appropriate resources and marketing efforts to bring
forward the changes highlighted in the above Table. To this purpose, the industrial partners will
exploit the connections and partnerships they have with leading ICT companies at the international
level.

3.1.2 A generic and open architecture


Introduction-Overview
IOT4ALL will introduce a generic and open architecture of IoT applications, which will cover the
business, social and technology dimensions of the IoT revolution. At the technical/technological level
the IOT4ALL architecture will boost modularity, extensibility and technological longevity. Note that
this is particularly important given the magnitude of technologies that comprise the IoT
infrastructures and applications. These technologies span many areas including communication,
energy, intelligence, integration, interoperability and more. While IOT4ALL will develop a wide range
of IoT technologies it can not (due to budget, resource and timing constraints) cover the full range of
technological developments that underpin IoT. To overcome this limitation, IOT4ALL will provide an

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open and generic architecture specifying the structuring principles of IoT applications, beyond the
specific technologies to be developed in the project. This open and generic architecture will serve as
a vehicle for the gradual evolution of IoT. Indeed, we expect it to act as a breadboard for new
technological components to be developed in the project.
Impact to technological developer and business communities
Along with above lines, the impact of the IOT4ALL open and generic architecture, will boost the
projects impacts on both the business and technical development communities. On the one hand,
technical developers will be offered with a backbone infrastructure enabling them the direct
exploitation and use of their developments (e.g., new hardware devices, new middleware
components) within wider IoT applications and deployments. On the other hand, the IOT4ALL open
architecture could generate new business opportunities and revenue streams for various
stakeholders within the IoT value-chain. Specifically:

Application developers and integrators will be offered with a set of standardized principles and
building blocks for integrating sophisticated IoT systems and applications. In this respect the
IOT4ALL architecture will act an architectural blueprint for deploying non-trivial applications.

Independent Software Vendors (ISVs) will have the opportunity to develop new added-value
application modules and/or middleware components, with a view to augmenting the capabilities
of the IOT4ALL platform. ISVs will then have opportunities to sell licenses of these components.
The availability of an open and generic architecture will certainly boost such exploitation
activities, through providing a clear and well define way for integrating new modules into IoT
applications.

Hardware vendors (e.g., RFID reader vendors, sensor manufacturers, device/gateway vendors)
will be offered with a standardized architecture for using their products within IoT applications.
Hence, they will have the opportunity to optimize their products for IoT applications, through
making them compatible and interoperable with the IOT4ALL architecture.

Business consultants, will be provided with an architectural environment that hides the
underlying technological peculiarities, and in this way they will be able to concentrate on the
definition and planning of new IoT based revenue generating services.

Academic institutes and universities will be offered with a standardized architectural model for
IoT applications, which will facilitate the task of disseminating, teaching and training based on
IoT. In this respect the IOT4ALL open and generic architecture will act as a reference model
(similar to what the ISO networking layers are for the networking world).

Assumptions and external factors


Based on the above opportunities for both the business and developer communities, IOT4ALL has the
potential to make significant impact at both the economic, social and technological levels (fully inline with the projects objectives). However, there are always external factors and/or contingencies
that could limit this potential or minimize the impact. These relate to:

The general adoption of the IoT paradigm by the enterprise world. The IoT concept, though
fantastic is associated with increased complexity and sometimes high costs (for specific business
scenarios). The future of IoT will heavily depend on the engagement of the business community
and associated private investments. If these investments will not be high the corresponding
impact could be limited.

The emergence of competing IoT architectures, which will fragment the efforts towards a
globally accepted architectural blueprint.

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The parallel evolution of royalty free standards and open source solutions, which could boost
wide adoption of the IOT4ALL open and generic architecture. The wide adoption based on open
source and royalty free standards will have to combat the emergence of proprietary
architectures by giant vendors like Oracle and SAP.

3.1.3 New business models


Business Impact Implications for the Business Community
We can summarize the impact of business modelling activities the IoT4ALL proposal on the basis of
three distinctive contributions:
1) Understanding the contribution of the Internet of Things in the context of current Business
Models.
The contribution of the Internet of Things in current Business Models is realized in two main
directions: a) its capacity of lowering transaction costs and b) the increase in precision.
However, we lack frameworks that allow us a clear identification, quantification and analysis
of these contributions in actual sectors and companies.
This is therefore the first step that the BM workpackage will cover.
2) Understanding the Opportunities that the Internet of Things offers in terms of Business
Models.
The Internet of Things offers a broad range of opportunities for evolving and creating new
business models building on the same principles as the ones created in the Internet but on
the real world.
However, these opportunities will face barriers and difficulties to be pursued if they are not
well understood and their potential impact quantified.
3) Offering concrete propositions for new Business Models.
Although general opportunities add some clarification allowing the evaluation of its potential
impact, they lack the power of concrete proposals that can be validated in real world
environments.
IoT4ALL, aims for building a set of concrete, exemplary proposals for business models and
validate the in real world environments. The results of this work could have a clear impact in
the sectors addressed, in terms of concrete results and validation exercises that could serve
as reference cases.
Technical Impact Implications for the Technical Community
Technical exploration in companies is driven in many occasions by the likelihood of transforming
science & technologies into innovations that add to the bottom line. This is a process where
uncertainty plays a major role and often prevents it. A better understanding of the potential impact
of technology in the business can clarify directions and clear the path for further investments.
IoT4All aims to contribute to that direction again at three different levels.
1) Understanding the contribution of the Internet of Things in the context of current Business
Models.

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Having frameworks that could allow to assess the potential contribution of IoT to actual
business models could clear the path for technological investments and developments geared
to either new products or services or to endow actual products and services with these
capabilities.
2) Understanding the Opportunities that the Internet of Things offers in terms of Business
Models.
Understanding the opportunities could help in taking decisions around which technical
possibilities to pursue, how much to invest in them and what needs to be accomplished to
have valid solutions.
3) Offering concrete propositions for new Business Models.
Concrete propositions could draw ideas and proposals into the territory of realities, providing a
glimpse of what the actual difficulties, costs and acceptance could be, allowing to take better
informed decisions on technological investments.

Steps for delivering the Impact - Milestones


Milestone

Business Implications

Technical Implications

Contribution of IoT to actual


Business Models

- Better understanding of
contributions.
- Better informed
investments in R&D

- Clear directions.
- Clear investments.
- Business framework for
Technical proposals.

Opportunities for New


Business Models

- Possible lines of action.


- Informing strategic
partnerships.
- Informing long and
medium term R&D
investments.

Proposals for New Business


Models

- Examples for formulating


business proposals.
- Actual business
proposals.
- Partnerships and
strategy.

Concrete Proposals Explored

- Lessons learned.
- Business cases.
- Market potential.

- Clear lines of
investments.
- Clear lines of research.
- Driving absorptive
capacity and outside
exploration for ideas
and technologies.
- Real world testing of
technologies.
- Difficulties in adoption
and scalability.
- Unmet needs.
- Assessing social fit.
- Assessing BM fit.
- Real world difficulties
exemplified.

Risk Analysis
Risk can be assessed in two directions. First, quantifying the potential exactitude of the hypothesis
and predictions. And secondly, taking into account the associated uncertainty.

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In this case only when we try to understand the impact of IoT in actual Business Models, we have
enough data and cases where to draw on. On the other phases the project is situated in more
exploratory areas with high uncertainty.
Therefore this first phase is the only one where we can attempt to quantify risk, while in the others
we have to assume a exploratory exercise characterized with a high level of uncertainty.
3.1.4 Use cases in specific economic sectors
The impact on the European society of the IoT4All architectural choices will be evident in the four
planned application cases related to safer cars, sustainable logistics, assistive inclusion and
environmental risk management and a preliminary estimation of such an impact is already
depicted in section 1.1. Moreover, the results from these four scenarios should also be applicable to
other domains and sectors, such as the key working areas of our industrial partners and the foremost
concerns of our research institutes (i.e. manufacturing, retail, healthcare, transportation, energy
management, etc.).
As well as the socio-economic and environmental impact that will be seen in the four scenarios the
framework will have an additional impact in the whole field of ICT. The feedback and dissemination
activities that will be undertaken in the pursuit of this framework will have a major effect on the
development of standards within the industry. It should also lead to further investment in key
technologies.
Another major area of impact for this project is in distributed intelligence. It is anticipated that the
project will have a major influence in some important research areas in the ICT industry: the areas of
agent technologies and distributed service platforms. These efforts could have an important impact
over the whole European area.
IoT4ALL will also have an impact on the field of ambient intelligence, an import aim in the ICT
industry over the next ten years or so. The project will make it possible for devices to be aware of the
network and user requirements in context and react accordingly. Europe is also aiming to become a
leader in the development and standardisation of this technology.
Another major impact is the event driven nature of the applications. Much research has already been
done in this field and industry is beginning to take tentative steps in the technology, but IoT4ALL will
be able to extend this research significantly and make it an essential for every process. The
conceptual model of events and conditions will ultimately provide knowledge to all companies about
how to manage such a system and react to such a situation. The final result will be able to reason
through a problem providing customers with an application worthy of the future internet.
To focus specifically on the scenarios considered, we can briefly state some particular impacts
associated with them.
Self repairing car
A self-repairing car would have a massive impact on peoples use of the motor industry. There is
much more facility for people to learn that their car will fail long before it actually does. This has the
obvious benefit for the customer that they do not end up broken down at the side of the road.
Additionally, identifying a failing component can prevent a breakage of one component that results
in the cascade failure of many other components. This saves the user time and money and can save
the car from being completely written off.
It does not impact merely when the car breaks down. The car may also have minor problems that
affect its fuel efficiency, tyre wear etc. and this application would be able to identify this problem
and recommend a solution. This would impact on the performance of the car and would have a large
environmental impact. If we assume that most cars probably have some small fault causing lower
fuel efficiency (even under-inflated tyres), then it would be possible to get an immense
environmental benefit simply from this effect of the application.
If the car can tell the owner how to fix it, then, in some cases, the costs of hiring a mechanic can be
eliminated as the owner may be able to fix the car themselves.

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All these applications have financial benefits for the owner of the car and a decent environmental
benefit. The system could be upgraded in the future to include the whole system of intelligent cars
that no longer need driving. In this case, each car would be a thing and they would seamlessly
interact on the roads using contextual, intelligent reasoning.
e-Inclusion of the Elderly and Disabled
Given the rising elderly population and increasing life expectancy within Europe, inclusion of this
demographic in the future is clearly an extremely important factor. The productive inclusion of the
disabled will enhance the competitiveness of all of Europe globally. Making life as easy as possible for
people with these disadvantages and allowing them to live as normally as possible will enhance their
well-being and those of all around them.
There is a financial aspect to all of this. As the population of retirees rises over the coming years the
tax burden on those still working will rise. Inclusion of the elderly, allowing these citizens to live in
their own homes for as long as possible, without having to go into long-term care, will reduce the
financial burden that these citizens place upon the rest of the population. Inclusion of the physically
and mentally impaired will have an equal effect. Any application that allows them to live as normal a
life as possible will reduce the burden on the state to support them and increase their overall
happiness as they are fully included in society.
Environmental Crisis Management
With the advent of climate change, the world nations must begin to take measures to adapt to the
potential disaster situations that may befall them. Crises of this sort will become more frequent and
more severe in nature. An IoT application to this scenario has the advantage of a contextual
approach that will be more adaptable to sudden changes.
The prediction of potential disasters will be effected by continual monitoring of many different data
streams. Once an event is forecast, the application will warn all local services in the area of the
imminent danger and help to coordinate the response based on its up to date information. The
advantage of a coordinated rapid response is self-evident. People must be evacuated as soon as
possible and counter-measures must be put in place. This system would be able to monitor the
whole of this process while continually feeding back to coordinators with recommendations as to
how resources can be allocated.
3.1.5 Sustainable logistics
The environmental impact of freight is measured in millions of tonnes of carbon released every year.
To make freight more efficient and quantifiably reduce the emissions is a worthy aim. An IoT
approach to this goal will allow an increased communication. All traffic and packages will be able to
communicate with each other at all times. This may allow packages to intelligently link up with
packages going in the same direction, which would lead to a reduction in the number of partially full
containers. This should mean more full containers and therefore less containers in total number.
Even the choice of transport medium can be influenced in this mechanism. The choices range all the
way from air through rail and road to sea. It is often possible to send something by a slower means
and reduce its impact. This is only possible in non-urgent cases.
Summary of IOT4ALL impact
The aim of the integrated project IOT4ALL as a whole is to state and build up the basis for an
interoperable world of things and services in a changing environment and with this respect, the
citizens and the enterprises will be able to adopt not only the technology but the social aspects that
come though.
The European Union is in the perfect position to play a leading role on the development of the IoT
architecture. As we are still in early stages, early designers of the IoT will have an innovation lead and
European companies should use this freedom in order to propose their advanced concepts. Similar to

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the UMTS success story, the early adoption and development of IoT architectures and protocol suites
could jump start the success of European industry in this area.
The aim of the project as a whole is to state and build up the basis for an interoperable world of
things and services in a changing environment and with this respect, the citizens and the enterprises
will be able to adopt not only the technology but the social aspects that come though. While
business analysts may have divergent opinions, it is a recognised fact that the huge increase in the
number of communicating objects creates huge market prospects, and a worldwide harmonised
standardisation will be one of the key factors of the success of IoT concepts. The IoT definition will be
positive not only for the benefit, but also and mainly for the positive effects on the EU economy as
well as on the environment, and will enhance quality of life and comfort for the EU population.

3.2Dissemination, exploitation of project results, and management of intellectual property


3.2.1. Creating long term value and exploiting the results of IOT4ALL
The IoT4All project will develop long term value and exploit results on two levels: Firstly will strive for
a sustainable result on a project level, and secondly we will facilitate each partner to recognise
individual project results that can be of use to them and help them develop plans for their
commercialisation or incorporation into the organisation.
On a project level:
The project aims at producing a complete business plan, which will address the following main issues
at different times along the project duration:
1. IPR and Consortium Agreement: Intellectual Property Rights on project results will be
discussed during the project and the agreement formalised in a Consortium Agreement,
whose signature is planned to take place before starting the project.
2. Initial product Definition, Customer Identification and Market Characteristics Initial product
definition; customer/market requirements it meets; value it brings; strength/weaknesses vs.
customer/market needs Who are the customers? How can they be segmented? What is
their absolute number? What is the value of each segment? What is the purchase process?
What is the RAM (realistically available market)? how many, where, growth rate; market
structure: market segmentation, needs, purchase process, potential market vs accessible
market; state of development). Months 7 to 12.
3. Industry Landscape and Competitor analysis
Mapping the value chain and identifying where value is created, how and by whom. Is it
growing?, shrinking? Prone to fluctuations? Where is the bargaining power? What is the
threat of new entrants? Porters five forces analysis. Who are the competitors? What do
they offer? What are their relative strengths and weaknesses? What is their market share?
What is their business model? What implications has this for project direction? Does it
challenge any of our assumptions? Is there a key area we have neglected? Month 13-24
4. Product Positioning, Marketing & Sales Strategy, Implementation: structure of the product
offer; pricing policy; definition of the sales process; development and targeting of sales
messages; definition of specific targets and priorities for each company; definition of the
product management responsibilities, of the necessary internal marketing/sales

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infrastructure/resources, of the internal technical support infrastructure/resources. Months


24-42
A Quantified Business Plan (forecasts of costs: marketing, advertising, sales, technical support,
product engineering, ongoing maintenance, etc.; forecasts of sales; forecasts of break-even point and
ROI; commercial risks analysis): by Month 42.

IPR By Month 0
and
Consortium
Agreement

Months 1- 6
Product
Definition

Months 19-24

Months 25-36

Marketing
and
Sales
Strategy
Sales
and
Technical
Organisation

Months 7- 12
Cusatomer
Identification
and
Market Charact.

Months 13-18
Analysis of
Competitors
and
Prod. Positioning
By Month 48
Quantified
Business
Plan

Figure 1 IPR Management Plan


On an individual level:
Each project partner will follow the following process to recognise and exploit sources of value. With
industry partners this takes a commercial route, while academic partners will follow a knowledge and
expertise route.
1. Recognition of individual project results and their potential (M12-36) (what components,
knowledge, skills etc. has the project produced?)
2. Identification of partner requirements and focal areas (M12-24) (What does the organisation
do? What products, services, lines of activity require the types of results produced?)
3. Consolidation of partner needs with project results (M12-36) (Which organisations are
interested in which results and why?)
4. Investigation of commercialisation or exploitation strategies (M24-36) (How can these results
be best used to create value? How would they be applied to problems faced? How can they
be incorporated into the organisation or product portfolio?)
5. Development of specific plans to realise that exploitation (M30-42) (What steps are
required? Over what timescale? What further development is required? What is the
potential market? Who are the competitors? What is the business case for this plan?)

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Project results and market context (M1-12)

Recognition of individual project results and their


potential (M12-36)

Identification of partner requirements and focal


areas (M12-24)

Consolidation of partner needs with project


results (M12-36)

Investigation of commercialisation or
exploitation strategies (M24-30)

Development of specific plans to realise that


exploitation (M30-42)

A first key component of both the exploitation of the whole project output and of individual results is
the comprehension of the potential for value creation. This involves detailed analysis into the market
conditions. How big is the market? How does it work what is its value chain? Where are the sources
of value creation? What are the critical success factors? What competitors and substitutes exist?
What business models do they employ? What is the strength and stability of the industry? Which role
in the value chain has the bargaining power? What is the potential for new entrants and how can
IoT4All protect itself from existing players or subsequent copies?
These questions will be addressed on a project level between months seven and eighteen through
steps (3) Customer Identification and Market Characteristics and (4) Analysis of Competitors and
Product Positioning This will serve as input of individual exploitation plans, which will need to go
further if their identified markets differ from those of IoT4All in general.
The second key of both is the realisation of the value creation, answering such questions as: What is
my value proposition? What are my unique selling points? How will I deliver the good or service?
What legal, environmental or other considerations must I consider? What further development is
required, if any? What third parties do I need (suppliers, sales, etc.)? How will I charge for the good
or service? How will I market the product? What time scale is required? Where will I start?
This second component will be developed between months 1 and 42, starting with the product
definition (M1-6) and culminating with the business plan (M42). In the case of individual exploitation
plans, this will be developed between months 24 and 42.
A number of tools can be used to realise these analyses and decision making, including, but not
limited to: PESTLE analysis; SWOT analysis; Critical success factor analysis; Porters 5 force modelling;
the marketing mix, critical success factor analysis, decision making matrices, etc.

3.2.2. Contribution and use of standards


The development of standards for IOT would be beneficial to all European stakeholders and in
particular those who are closest to these technologies and service dimensions. Standards are vital to
European competitiveness as they will provide a level playing field for industry, enabling companies

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and service providers to compete in European and global markets. IOT4ALL project will study the
standard bodies, which include communication layers, functionality and interfaces for Internet of
Things devices, data formats and information codes, naming, addressing and identification issues,
middleware aspects and interoperability needs meeting the requirements of the global market place.
Interoperability is a particularly crucial dimension in that it contributes to the provisioning of
affordable end-to-end solutions while reducing the costs of application integration. For example,
EPCglobal leads the development of industry-driven standards for the Electronic Product Code (EPC)
to support the use of Radio Frequency Identification (RFID) in todays fast-moving, information rich,
trading networks. Current EPCGlobal vision and concepts as somehow "limited" in its willingness and
capacity to address every kind of actors in any situation (too much standardization, too many
deterministic views, etc.). XMPP standard looks neat and largely propagated by the wide adoption of
Google Talk. This protocol could become a standard for future Internet of Things (IoC). This requires
close cooperation with regional standards bodies, supported by policy debates and international
dialogues with other world regions. Standardisation must not be limited to technical matters, but
also take into account socio-economic and political aspects.
Standards Bodies that will be analyzed and investigated. We will work with them to refine and reuse
their standards as appropriate.
Full Name
International Organization for Standardization
ISO/IEC Joint Technical Committee 1
Electronic Product Code
European Telecommunications Standards Institute
International Telecommunications Union
Telecommunications Sector
International Electrotechnical Commission
European Committee for Standardization
European Committee for Electrotechnical Standardization
Institute of Electrical and Electronics Engineers
Internet Engineering Task Force

Acronym
ISO
ISO/IEC JTC1
EPCglobal
ETSI
ITU-T
IEC
CEN
CENELEC
IEEE
IETF

3.2.3. Dissemination Activities


A successful dissemination strategy will be due to the mix of ongoing marketing activities in the areas
of events, trainings, journals, newsletters and the website. The information must be of the highest
quality delivered in an ongoing fashion to the target group.
SIGS DATACOM will take charge of coordinating communication to the European software
community. They will ensure that communication and dissemination efforts follow a strategy
regarding what will be communicated and to whom. As the project passes through its project
lifecycle, the nature of the core messaging will change: from initially informing the stakeholders of
the project objectives and activities, to later building anticipation for concrete results that are
expected, and later proliferating awareness and use of those results. Consequently the appropriate
communication channels will change and different tools must be employed: press releases are good
for targeting a diffuse audience with general objectives; conferences are useful for engaging in
debate about initial results and involving the research community; peer-reviewed journals invite
scrutiny and debate on conclusions and demonstrations and tutorials are good for encouraging
commercial take up of results.

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The project will define a dissemination strategy that will be revised periodically by project
management and use this to define a dissemination plan covering the following 12 month period. At
the end of each period this will be revised according to perceived successes and failures, feedback,
changes in market conditions and the overall evolution of the project. This will incorporate the
results of a periodic Internet-based survey in order to get direct feedback from selected previously
identified contacts of the SIGS DATACOM database, which will provide invaluable input for the next
phases of the project. At the same time it is our goal that participants of these surveys/market
analysis results will become, going forward, users and in the long run customers of the Internet of
Things project.
The first step towards defining the dissemination strategy is based on the preliminary identification
of target groups. This will be refined during the project. Our identification of target groups will
initially come from the existing SIGS DATACOM database. The database contains approx. 75.000
email addresses including addresses from Germany, Switzerland, Austria, UK, Scandinavia, Benelux,
Italy, France and Spain, etc. which all have an Opt in. In addition we have another 12.000 addresses
in the area of Data Warehousing and Business Intelligence.
The target groups of software architects, IT project leaders, programmers, developers and to a lesser
degree, CIOs of the leading European IT software companies are of vital importance. SIGS DATACOM
will motivate these well known contacts to become an active part of in the (IoT) project.
For almost 20 years SIGS DATACOM has formed part of the European IT software community. The
brand name is a reliable, well known factor.
The following communication channels are initially considered:

Events (conferences, seminars)


Journals (articles, technical updates, interviews in OBJEKTspektrum, JavaSPEKTRUM)
New Services (E-mail Shots via SIGS DATACOM database, advertisements in Email-newsletters)
Press releases
Whitepapers
Demonstrations, tutorials, workshops and video presentations
Extensive Coverage on the SIGS DATACOM websites with related links
Realizing a separate IoT4ALL homepage (e.g. www.IoT4ALL.eu) This domain name has already
been purchased.

The IoT4ALL project is fortunate to have dissemination manager partner that currently organises a
large number of well known, user-oriented events for practitioners and managers in software
intensive organisations. For the last 18 years, SIGS DATACOM has organised a major annual event
called the OOP Conference Software meets business Practical software technology decisions.
Furthermore, they organize more than 100 other events addressing this target group or parts of this
target group in 2009 reaching more than 3000 paying professionals and approx. 2000 visitors. This is
an excellent resource for IoT4ALL to exploit.
Furthermore through the dissemination manager we have access to the journals OBJEKTspektrum
and JavaSPEKTRUM that have a print run of 15-16000 copies each. Each journal is published 6 times a
year. Both journals have a paying subscriber base of approx. 4-5000. The journals are a very good
medium to report about the IoT4ALL Project, publishing interviews with leading individuals, dealing
with the latest technical developments and standardization issues.
SIGS DATACOM will actively provide the organisers of IoT4ALL conference with:
a list of potential exhibitors/sponsors
a list of potential speakers
3 newsletter advertisements (per newsletter 44.000 recipients)

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1 stand-alone newsletter (80.000 recipients) in order to generate delegate bookings


Possibility to select qualified prospects out of our database of 80.000 IT-professionals
throughout Europe. For conference organizer the addresses are free of charge.
Postage costs are the responsibility of event organizer.
Print advertising in JavaSPEKTRUM and OBJEKTspektrum (to be finalized with event organizer)
Provide personal support if required for operational items
We will create a special section on the SIGS DATACOM website dedicated to the IoT4ALL
Project. On this section we will promote conference, user forum and local end-user events.
We will monitor the traffic and report back to the organizers on a monthly basis.
Once the organiser for the IoT4ALL user forum is known to SIGS DATACOM. SIGS DATACOM
will actively support for 36-42 months to organize via Email newsletters, postmailings,
distribution of forum brochures at SIGS-DATACOM events, print advertising activities,
presence of event on SIGS DATACOM website in order to attract delegates to the User
Forum.
If required SIGS DATACOM does offer support to develop the Forum program, suggest
speakers, logistics (venue, catering, registration, catering) as well.
If IoT4ALL partners are interested to hold during the project period local end-user events SIGSDATACOM will be separately contracted by the local partner. We will offer our services to
organize a complete blueprint in order to hold a local event form the beginning, i.e. the
planning till holding the actual local event with SIGS DATACOM and the respective IoT4ALL
partner.
A significant part of the available SIGS DATACOM Email database is already part of the IoT4ALL
community. Attractive newsletters with state-of-the-art, hands-on information regarding the project
IoT4ALL with further information on current results achieved, dates of lectures, talks and trainings
available product reviews and demos will be very attractive for the current recipients of SIGS
DATACOM`s Email-newsletters. In addition we are very confident to enhance with further marketing
activities the IoT4ALL community over the next four years significantly.

Currently we have the following Email-addresses as opt-ins for circulation available:


Germany, Switzerland, Austria
44.000
Italy:
2.600
France:
1.600
UK
20.600
Benelux
3.100
Scandinavia
3.400
Spain
600
Hungary
400
Czech Republic
100

Overall, the dissemination strategy will reach (min.):


Events: Paying delegates 3.700 per year
Visitors of exhibition 2.000 per year
Journals: OS, JS, BIS 34.000 per year
Newsletter contacts
636.000 per year
Total (min) 676.700 per year

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3.2.4. Managing of knowledge and intellectual property rights


Due to the innovative aspects of IOT4ALL, it is expected that partners will generate Intellectual
Property that has to be protected through appropriate means, yet made available for other partners
for their own work in the project, and exploited outside the project by appropriate licensing.
Most of the partners have substantial prior experience in EC RTD collaborative projects: all have
therefore agreed to the general principles on which IPR will be managed and allocated, considering
that the projects handing of IPR is completely in-line with Annex II of the Model Contract and, in
general, with the expected contracts covering the provision of EU support.
Moreover, all Parties have already reviewed and agreed a first draft of IOT4ALL Memorandum of
Understanding, that will be signed before the starting of negotiations, in case of successful
evaluation. The partners, before the start of the project, will enter into a binding Consortium
Agreement, whose main aspects are likely to arise are listed below:
1. Ownership and transfer of ownership of Foreground
Foreground shall be the property of the contractor carrying out the work leading to that
Foreground.
Where several contractors have jointly carried out work generating the Foreground and
where their respective share of the work cannot be ascertained, they shall have joint
ownership of such Foreground.
2. Protection of Foreground
Where Foreground is capable of industrial or commercial application, its owner shall provide
for its adequate and effective protection, in conformity with relevant legal provisions,
including the Model Contract and any Consortium Agreement, and having due regard to the
legitimate interests of the contractors concerned. Details of any such protection sought or
obtained will be included in the Exploitation and Dissemination Plans
3. Access rights to Foreground, Background and Sideground
The general principles relating to access rights are the following:
a) Access rights shall be granted to any of the other contractors upon written request.
The granting of access rights may be made conditional on the conclusion of specific
agreements aimed at ensuring that they are used only for the intended purpose, and of
appropriate undertakings as to confidentiality. Contractors may also conclude agreements
with the purpose of granting additional or more favourable access rights, including access
rights to third parties, in particular to enterprises associated with the contractor(s), or
specifying the requirements applicable to access rights, but not restricting the latter.
b) Access rights to Background and to Sideground shall be granted provided that the
contractor concerned i Access rights for execution of the project are the following:

Contractors shall enjoy access rights to the Foreground, to the Background and
Sideground, if that Foreground, Background and/or Sideground is needed to carry out
their own work under the project. Access rights to Foreground shall be granted on a
royalty-free basis. Access rights to Background and to Sideground shall be granted on
a royalty-free basis, unless otherwise agreed before signature of the contract.

Subject to its legitimate interests, the termination of the participation of a contractor


shall in no way affect its obligation to grant access rights to the other contractors
pursuant to the previous paragraph until the end of the project.

Access rights for use of Foreground are the following:


a) Contractors shall enjoy access rights to Foreground, Background and Sideground, if that
Foreground, Background and/or Sideground is needed to use their own Foreground. Access
rights to Foreground shall be granted on a royalty-free basis, unless otherwise agreed before

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signature of the contract. Access rights to Background and to Sideground shall be granted
under fair and non-discriminatory conditions to be agreed.
It is envisaged also that the Parties, again before the start of the Project, will arrange a positive list of
Background needed for the purpose of the project, excluding specific Background where
appropriate: this list will be attached to the Consortium Agreement.
The protection and management of Intellectual Property and access rights for Foreground generated
within the project, being it for further research or for commercial use and exploitation, is an essential
issue, to which this Consortium is going to devote great attention aiming at clearly identify and
address all the relevant concerns, such as ownership and suitable protection mechanisms to be
applied to the IOT4ALL results.
3.2.4.1. IPR Advisor
Considering such relevance of IPR issues, it is envisaged that the consortium will:
o Appoint an IPR Advisor
o Develop the IPR Exploitation Initial Roadmap (containing an IPR Repository), the Intermediate
and the Final IPR Repository Updates and the IPR Deployment Agreement
o Record the Laboratory Workbooks
As regards the IPR Advisor, this figure will be appointed soon after the start of the project and will be
an expert in the management of Foreground and IPR. He will advice the Project Management Board
on the protection, management and exploitation of Foreground and Intellectual Property generated
by the Project, so that to better face matters such as possible licensing, formation of spin-out
companies and joint ventures and to provide business support services.
In this way, it will be possible to adequately market new technologies, that may be developed by the
project. The IPR Advisor will seek input from all Consortium members on a regular basis (as part of
the management meeting agendas) on any new Foreground and IPR generated during reporting
periods and, acting on behalf of the Consortium, will advice on exploitation routes for such
Foreground and IPR, particularly dwelling upon inputs from the Consortium industrial partners, in
order to support the Project Management Board in making appropriate decisions on exploitation
roadmaps. Of course, this doesnt exclude a Consortium partner from exploiting its Foreground and
IPR within the framework of the Consortium Agreement.
The IPR Advisor will have a key-role also in the development of the IPR exploitation initial roadmap,
of the IPR repository update and of the IPR deployment agreement.
The IPR Exploitation Initial Roadmap will be developed during the first quarter of IOT4ALL
activities and will aim at facilitating planning and execution of a controlled path in order to
achieve a set of defined objectives upon IPR issues, described within an outline vision. It will also
define a strategy for future actions and will explicitly incorporate a development plan concerning
Intellectual Property management. The targets of the roadmap are first of all the Parties, but
also, in an indirect way, the European Commission.
The roadmap will be validated in a consensus-building process among the Parties themselves,
with the main aims of contributing to the definition of emerging barriers, needs and
requirements on IPR matters in the project, of identifying proper strategies, of providing a
common approach to IPR agreements and of achieving a common understanding of concepts and
consensual dialogue, able to concretely support the enrichment and validation of IOT4ALL
results.
The same document will contain also the proper standard for the Laboratory Workbooks and the
updated version of the list concerning Background and Sideground. In fact, Intellectual property
that is brought into the project or an asset will be recorded, uniquely identified and linked
together: in other terms, a clear IPR Repository will be created. The information captured will
include the provenance, permitted usage/user/price matrix and the terms of any current
agreements for the contributions.

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The IPR Repository Updates will respectively be made, on the one hand, at the beginning of the
development of the IPR exploitation initial roadmap, containing the list of Background and
Sideground pertaining to the various Parties, and, on the other hand, before the end of project
activities: in the update versions the Repository will be enriched also with the Foreground
developed in the meanwhile.

Finally, the IPR Advisor will seek for a suitable IPR Deployment Agreement among the Parties
that will have contributed to the development of the Foreground concerned, in particular of the
joint ownership IOT4ALL results. In such agreement allocation and terms of exercising the
ownership of knowledge will be clearly defined, in a more detailed way that in the Consortium
Agreement, so that to specify all governing management issues, taking also into account the
different national joint ownership regimes to avoid their potential pitfalls.
It may be established, for instance, that patent applications will be filed and maintained by only
one of them, subject to proper licensing clauses or other provisions. In case the share of revenue
has not been previously defined, a clear provision about this aspect will be contained in this
Agreement. Provisions pertaining to the sharing of the costs arising from legal protection
procedures, such as patent filing and examination fees, renewal fees, prior state of the art
searches and so on, will be addressed in the above mentioned document.
It may be preferred, instead of developing only one agreement, to prepare a template of IPR
Deployment Agreement, including different choices for the most significant clauses, so that to
meet all the possible needs and requirements of the Parties involved in the generation of the
several project results.
Due to the fact that ownership is usually one of the basic mechanism to determine royalties and
revenue shares, it is envisaged that all contractors will maintain Laboratory Workbooks, in
accordance with proper standard that will be identified in the IPR exploitation initial roadmap, so
that it will be possible to prove ownership, as well as the conception date of any invention.
The Consortium will address IPR topics with an approach aiming at linking them with exploitation
concerns (besides taking into in-depth consideration the chosen dissemination strategy): in fact, the
procedures of IPR assessment will help to clarify any Background right already existing and to define
clear rules of ownership for a successful common future exploitation approach, which could be able
to assure the effective protection and use of Foreground and Joint ownership of results deriving from
the project.
The Parties ensure that the rights "any" personnel (employees, scholars, collaborators, etc.) may
claim to the results by virtue of national law or agreement will not prejudice the obligations assumed
by the grant agreement and/or by the Consortium Agreement or other arrangements between the
Parties themselves.
In any case, it will be strongly emphasized that IOT4ALL results have been achieved thanks to EC
financial support: in any publication or other dissemination activity, patent applications filed and
patents issued on the results there will be a clear statement specifying that the Foreground in
question was made with assistance of financial support from the European Community.
In a few words and aiming at summarizing, the Parties activities on IPR issues may be divided into
three main areas:
1. Activities to be undertaken before the signature of the expected EC grant agreement:
Memorandum of Understanding
Consortium Agreement, with an Annex containing the list of Background
2. Activities to be undertaken during IOT4ALL development
Appointment of an IPR Advisor
IPR Exploitation Initial Roadmap (containing the IPR Repository)
Intermediate and Final IPR Repository Update
IPR Deployment Agreement or template
Record of the Laboratory Workbooks

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3. Activities to be undertaken after the termination of the Project


Possible signature of IPR Deployment Agreements based on the template
Legal protection of Intellectual Property and maintenance of it.

Section 4: Ethical Issues


ETHICAL ISSUES TABLE
YES
Informed Consent
Does the proposal involve children?
Does the proposal involve patients or persons not able to
give consent?
Does the proposal involve adult healthy volunteers?
Does the proposal involve Human Genetic Material?
Does the proposal involve Human biological samples?
Does the proposal involve Human data collection?
Research on Human embryo/foetus
Does the proposal involve Human Embryos?
Does the proposal involve Human Foetal Tissue / Cells?
Does the proposal involve Human Embryonic Stem Cells?
Privacy
Does the proposal involve processing of genetic
information or personal data (eg. health, sexual lifestyle,
ethnicity, political opinion, religious or philosophical
conviction)
Does the proposal involve tracking the location or
observation of people?
Research on Animals
Does the proposal involve research on animals?
Are those animals transgenic small laboratory animals?
Are those animals transgenic farm animals?
Are those animals cloned farm animals?
Are those animals non-human primates?
Research Involving Developing Countries
Use of local resources (genetic, animal, plant etc)
Impact on local community
Dual Use

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Research having direct military application


Research having the potential for terrorist abuse
ICT Implants
Does the proposal involve clinical trials of ICT implants?
I CONFIRM THAT NONE OF THE ABOVE ISSUES APPLY TO
MY PROPOSAL

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ANNEX A: Letter of Support of ETSI to the IoT4ALL project.

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