ITU Workshop on “Developments regarding telecommunication network architectures and services” (Kampala, Uganda, 2 April 2012) Socio-Economic Aware Design of Future Network Technology (Y.FNsocioeconomic) Martin Waldburger, University of Zurich, Editor of Y.FNsocioeconomic in Q21/13, waldburger@ifi.uzh.ch Kampala, Uganda, 2 April 2012 Outline • SESERV Goal • Socio-economic Awareness • Design Goals and Objectives in Y.3001 • Scope of Y.FNsocioeconomic • Proposed Structure • Tussle Evolution: Bandwidth Sharing • Tussle Analysis Meta-method • Methods Overview • Application Case • Summary and Conclusions • Q&A 2 SESERV Goal • Based on the fact that ICT contributes to social inclusion, economic development, sustainability: • SESERV shall bridge the gap between • Especially socio-economic (SE) priorities and • Research objectives of European ICT projects in FP7 • SESERV does offer a service that provides • An open access to SE and networking experts FISE Community • Investigation methodologies for relationships Tussle between Future Internet technology, society, and Analysis the economy • Knowledge and findings through research reports, Event workshops, and various research support on SE Organization upon request 3 Socio-economic Awareness (1) End-users ISPs Regulators ASPs … Stakeholders with varying socio-economic interests Out-of-network socioeconomic interactions Technology choices (including investments, configurations) Socio-economic layer Technology layer Technology outputs (connectivity, QoS, mobility, security, etc.) Network applications Network protocols Links Routers Switches Middle boxes Servers Firewalls Technology components 3G towers Socio-economic layer is governed by laws of socio-economics, while technology layer by laws of physics 4 Socio-economic Awareness (2) Stakeholders strategies/ policies with respect to a specific technology (functionality) Dimension resources Configure technology Longer Adaptation timescale ISP Adopt technology Feedback Internet SocioEconomic layer Use technology Shorter tussle outcome At each stage conflicts of interest (incentives) may arise at the socio-economic layer. The combination of actor strategies lead to a tussle outcome, characterized by stakeholders benefits. 5 Socio-economic Awareness (3) • Traditional engineering goals (technology design) • • • • Effectiveness Efficiency Modularity Security • Technology will reach multiple stakeholders • Different interpretations of goals Stakeholders • Different incentives engage in • Different choices tussles • Understanding socio-economic aspects • Complete view on ecosystem • Assess technology adoption and long-term success 6 Design Goals and Objectives in Y.3001 • „Future Networks: Objectives and Design Goals“ ... to reduce barriers to entry for the various actors involved • Objectives in the network ecosystem. • • • • Service awareness ... to reduce life cycle costs in order for them to be deployable and sustainable. Data awareness ... allow appropriate compe88on and an appropriate return Environmental awareness for all actors Social and economic awareness • Design goals • • • • • • • • • • • • Service diversity Functional flexibility Virtualization of resources Data access Energy consumption Service universalization Economic incentives Network management Mobility Optimization Identification Reliability FNs are recommended to be designed to provide a sustainable compe88on environment for solving tussles among the range of par8cipants in the ICT/ telecommunictaion ecosystem Ra8onale: Many technologies have failed to be deployed, flourish, or be sustainable because of inadequate or inappropriate decisions of the architect, ... Sufficient aHen8on therefore needs to be paid to economic and social aspects such as economic incen8ves in designing and implemen8ng the requirements, architecture, and protocol of FNs in order to provide a sustainable compe88on environment to the various par8cipants 7 Scope of Y.FNsocioeconomic • Y.3001 lists... • Candidate technologies • But no methods to achieve goals and objectives • „Socio-Economic Aware Design of Future Network Technology“ This Recommenda8on lists methods to achieve socio-­‐economic design goals and objec8ves for Future Networks (FNs). When a candidate FN technology is provided, the methods listed provide a structured approach • to an8cipate at technology design 8me the socio-­‐economic impact of the technology taking into account the relevant set of stakeholders, tussles emerging among them, and the range of available choices, • to an8cipate either a stable and incen8ves-­‐compa8ble or an unstable outcome resul8ng from deploying the technology, • to iden8fy poten8al spillover (unwanted) effects from the technology’s primary func8onality to another func8onality, • and to help design technology for Future Networks that is in-­‐line with the respec8ve socio-­‐economic design goals and objec8ves. 8 Proposed Structure • • • • • • • • Summary Scope References Definitions Abbreviations and acronyms Conventions Introduction Socio-economic Aware Deployment of Future Network Technology • Design for Tussle • Technology Deployment Cycle • Tussle Evolution • • • • • Tussle Analysis Stakeholder Identification Methods Tussle Identification Methods Tussle Impact and Tussle Evolution Methods Appendix: Methods Overview Tussle concept Meta-method Methods to implement steps of tussle analysis 9 Tussle Evolution: Bandwidth Sharing interac9ve users ? ? Func%onality: bandwidth sharing Regulator announces fines due to VoIP providers’ complaints ISPs Regulator p2p users get dispropor9onate bandwidth share ISPs use DPI technology to degrade quality of rival VoIP services ASPs Func%onality: VoIP service delivery Func9onality Stable outcome Evolves Ini9al state Unstable outcome Affects Tussle outcome ISP (neutral en9ty) p2p users configure applica9ons to open p2p applica9ons mul9ple TCP configured to connec9ons for the perform traffic same session ISPs thro2le obfusca9on bandwidth of p2p applica9ons by using What if ISPs deploy DPI technology. p2p conges9on exposure applica9ons technologies & mo9vate mul9ple conges9on pricing schemes? TCP connec9ons for the same session fair bandwidth sharing Tussle outcome Stakeholders’ strategies/policies Stakeholders’ strategies/policies peer-­‐to-­‐peer (p2p) users no discrimina9on interac9ve users get dispropor9onate bandwidth share 10 Tussle Analysis Meta-method Func9onality I Func9onality II Step 1: Iden%fy all primary stakeholder roles and their characteris%cs for the func%onality under inves%ga%on new itera9on spillover Step 2: Iden%fy tussles among iden%fied stakeholders tussle tussle tussle tussle Step 3: For each tussle assess the impact to each stakeholder and poten%al spillovers 11 Methods Overview Step 1: Stakeholder Iden%fica%on Step 2: Tussle Iden%fica%on Step 3: Tussle Impact and Tussle Evolu%on Interviews Highly relevant Relevant Relevant Personal observa%on Highly relevant Highly relevant Less relevant Role-­‐playing simula%on Relevant Highly relevant Highly relevant MACTOR method Prerequisite Highly relevant Relevant SWOT analysis Prerequisite Relevant Relevant Game theory Prerequisite Prerequisite Highly relevant Risk management Prerequisite Highly relevant Highly relevant System dynamics Prerequisite Highly relevant Prerequisite 12 Application Case (1) • Focus Group • During SESERV workshop in early 2012 • Case of technology developed by SAIL project • Role-play simulation • Introduction into focus group format (moderator) • Technology presentation (project representative) • Stakeholder role assignment (10-15 participants) • Moderated tussle identification • Moderated tussle evolution • Transcription and analysis 13 Application Case (2) !"#$%&'()*&+"#+'#,-+./")0/"%/'.$1%) H"2$+<>K0JG+ >F;9DL=>F@+ 0/"%$12')3425&'/",5%)6+"$7+5&$'2'%) <==4,5+./")>2?24/=2'%) ?(/()$.+<>K0JG+ >F;9DL=>F@+ 3#F2)!*A) R$/&#3&"#+ R"23(#+E+<>F;9DL=>F@+ R"23(#+M+<>F;9DL=>F@+ H'+"%,&)!*A) *>@)A$B4,%C2'%) 0/"&2"&)>,%&',B$./")82&9/':%) D2%2+'5C)A'/E25&%) >,'25&/'()*2'?,52)A'/?,#2'%) !"##$%&'()*+ ,-"'(.$-/+ ,-".4%$-/+ 9:#$-/+ <==4,5+./")*2'?,52)A'/?,#2'%) Outcome for assessed Future Network technology: An important interface was missing in the technology design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takeholders’ strategies/policies CP Edge-­‐ISP Edge-­‐ISP delivers CP’s content over his localized CDN 5/$-/+ 0/"%$12'%) D/+12'%) 3"#G$%2'%) 82&9/':)0/1=/"2"&) A'/?,#2'%) 82&9/':)3O5C+"F2)A/,"&%) P+%&)6,42)A'/?,#2'%) *2"%/')N=2'+&/'%) >+':)M,B2')A'/?,#2') ;2"$2)/9"2'%)) L+&29+()A'/?,#2'%) 04/$#)N=2'+&/'%) 736(%("4/+<,5;>50FG+ ;=>57=D=FG+F;0J9LMG+!HKDL=G+ 5D0?=;>=JN@+ ;$Q4$/)"-+<;=>=;?90;G+>K0J@+ >$-'$-+<366+A-"P$%)/@+ F-4/):"-)O*+<366+A-"P$%)/@+ CP iden9fies the degraded QoS and decides to announce IOs to other Name Resolu9on Servers, only Edge-­‐ISP is reluctant to update frequently the local caches to avoid increase of interconnec9on costs ? ? ? ? What if the Edge-­‐ISP and CP nego9ate about update frequency? Func9onality: AAA (Security) Edge-­‐ISP inter-­‐ connec9on costs increase and loss of revenues out of the content delivery CP sees degraded QoS and also may lose revenues (due to loss of customers) 14 Tussle outcome 82&9/':)34212"&);2"#/'%) >"4-%$+ Summary and Conclusions • Engineers need to... • Be aware of socio-economic aspects of technology • Consider socio-economics in technology design • For the goal of... • Long-term success by incentive compatibility • Assessment of adoption potential • Sustainable competition environment • Recommendation Y.FNsocioeconomic • Methods to achieve socio-economic goals, objectives • Tussle analysis (meta-method) • Several methods to implement tussle analysis 15 Thank you for your attention! Questions? 16