3rd SG13 Regional Workshop for Africa on “ITU-T Standardization Challenges for Developing Countries Working for a Connected Africa” (Livingstone, Zambia, 23-24 February 2015) Requirements and Capabilities of the IoT and related (ITU-T) standardization Marco CARUGI Consultant on ICTs and Standards ITU-T Q2/SG13 Rapporteur and SG13 Mentor marco.carugi@gmail.com Livingstone, Zambia, 23-24 February 2015 Outline Introduction to the Internet of Things (IoT) and related standardization Basic requirements and capabilities of the IoT Some critical IoT subject areas (from the requirements and capabilities viewpoint) Few personal considerations about perspectives of the IoT standardization Disclaimer: this content does not obviously intend to cover all ITU-T standardization activities related to the IoT 2 Introduction to the IoT and related standardization 3 The Internet of Things era: more and more “Things” connected, high business expectations Source: Cisco In 2020, over 30 Billion connected devices will be in use Source: Gartner One trillion connected devices by 2015 Source: IBM Investor Briefing ‘Making Markets: Smarter Planet’ The worldwide market for IoT solutions is expected to grow from Source: IDC US $1.9 trillion in 2013 to US $7.1 trillion in 2020 IoT has been the most hyped technology in 2014 Source: Gartner’s Hype Cycle for Emerging Technologies, 2014 4 The IoT is driving convergence between ICT and Industries (the so-called Verticals) Source: Frost & Sullivan (2012) Some people talk about the IoT as the “Third Industrial Revolution”. The IoT (more connectivity and more data) will profoundly transform (reinvent) industries with digitalization impacting products, processes, business models & ecosystems, social life. “Ultimately, digitalization is connecting all industries into a giant ecosystem.” [source: Harvard webinar] 5 Internet of Things but also Internet of People More and more smart services for people Utilities / Smart Transport Security, emergency Metering, Smart management Business & Consumer Grid IoT Healthcare Smart Home Agriculture Sales & Provisioning Digital Signage +. 6 An example of IoT application domain: healthcare The figure shows the key technical components involved in “Remote patient monitoring/assisted living” healthcare application enabled by IoT technologies [source: ITU-T Focus Group M2M Service Layer] 7 Some trends in the Internet of Things space Fragmented market & vertical applications Horizontal solutions Integrated data analytics B2B => B2C/B2B2C services B2B services Dominance of cellular networks Hyper-growth of Service Providers, variety of business models Multi-access networks Cloud Computing (and distributed computing) From business market to mass market and pervasiveness 8 From vertical to horizontal integration The current situation of technology separation among IoT application domains produces market separation per application domain VERTICAL MODEL Service platform meter Service platform HORIZONTAL MODEL Service platform vehicles Service platform configured per vertical application Other modules and terminals Integrated service platform meter vehicles Other modules and terminals Integrated service platform supporting multiple applications Generic components and application specific components 9 A number of standardization efforts related to the IoT Diversity of the IoT relevant standardization efforts: • • • • principal stakeholders IoT centrality or complementarity IoT general coverage or specific technology areas focus horizontal or vertical (application domain) focus Some key efforts: • ITU-T (Study Groups, Focus Groups) • oneM2M (Partnership Project) • IETF (Working Groups) • ISO and ISO/IEC JTC1 • IEEE (Working Groups) But numerous other efforts also relevant, including fora, alliances, consortia, open source communities, regional initiatives International collaboration among standardization efforts (convergence and integration of standards) is essential, including that one required by the intersection of ICT industry and Vertical industries. 10 Role of standards Some relevant issues for which standardization (and effective operation of global standards) can play a significant role with respect to the large scale adoption of IoT solutions • Interoperability • Solution modularization and economies of scale • Openness • Cross-domain integration • Security and privacy protection • Affordability and added value in critical domains (e.g. health, environment, e-government, agriculture, industrial processes, energy, transport, disaster relief) Timing availability of standards versus (“proprietary”) market deployments: a number of the usual arguments apply … 11 ITU-T organizational structure for the “main” IoT standardization activities Joint Coordination Activity on IoT - 03/2011 IoT Standards Roadmap • • Coordination on IoT, including network aspects of identification of things (NID) and USN Participating entities: All ITU-T SGs; ITU-R WP1A, WP1B, WP5A; ISO TC 122, 204: ISO/IEC JTC 1 SC 6, 31, WG 7; ETSI, CEN, OMA, GS1/EPC global, YRP, ECMA, GSIFI, TIA, GSM MSTF, OGC, oneM2M, IEEE On-going and published work on IoT in ITU and other SDOs Open to public (free download) IoT work plan • On-going and planned work on IoT within ITU-T IoT-GSI (IoT Global Standards Initiative) - 05/2011 The actual working tool Core Questions: Q1/2, Q1/3, Q1/11, Q12/11, Q1/13, Q2/13, Q3/13, Q11/13, Q25/16, Q27/16, Q28/16, Q6/17 Additional Questions have expressed interest (but are no “core” Questions) Focus Group on M2M Service Layer - as an example of FGs 12 ITU-T activities related to IoT Within the context of IoT-GSI [numerous numerous Recommendations completed completed] SG11 APIs and protocols for IoT (activity started 07/2014), IoT Testing SG13 Focus on Network Aspects of IoT SG16 Focus on IoT applications SG17 Security and privacy protection aspects of IoT (already published some specs related to USN and services using tag-based identification) Other activities SG15 Smart Grids, Home Networks Focus Group on Smart Sustainable Cities (FG SSC) (since 02/2013) Focus Group on Smart Water Management (FG SWM) (since 06/2013) Focus Group on M2M Service Layer (FG M2M) (closed 03/2014) Collaboration on ITS Communication Standards (also some past FGs on Cars) 13 Basic requirements and capabilities of the IoT NOTE: this content is based on the achievements of ITU-T SG13 (where the foundational activities on IoT requirements and capabilities have been/are performed). Some work on specific matters has been and is also performed in other ITU-T Study Groups (e.g. SG16 on some service-related aspects and SG17 on some security-related aspects). 14 The ITU-T definition of “IoT” Internet of Things [ITU-T Y.2060]: “A global infrastructure for the information society, enabling advanced services by interconnecting (physical and virtual) things based on, existing and evolving, interoperable information and communication technologies. NOTE 1 - Through the exploitation of identification, data capture, processing and communication capabilities, the IoT makes full use of things to offer services to all kinds of applications, whilst ensuring that security and privacy requirements are fulfilled. NOTE2 - In a broad perspective, the IoT can be perceived as a vision with technological and societal implications.” Above definition is fundamentally aligned with the IoT concepts and terminology developed in other key SDOs and communities Thing: In the Internet of Things, object of the physical world (physical thing) or of the information world (virtual thing), which is capable of being identified and integrated into the communication networks. IoT versus M2M (Machine to Machine): the M2M communication technologies are “a key enabler of the IoT” (but not the only one) 15 Some basic IoT achievements of SG13 Machine-oriented communications Y.2061: Requirements for the support of machine-oriented communication applications in the NGN environment Overview and terminology of the IoT Y.2060: Overview of the Internet of things [06/2012] Y.2069: Terms and definitions for the IoT [NOTE – revision expected] Y.2063: Framework of the web of things Requirements and capabilities of the IoT Y.2066: Common requirements of the IoT [06/2014] Y.2068: Functional framework and capabilities of the IoT [currently under AAP] IoT application or domain specific Y.2064: Energy saving using smart objects in home networks Y.2281: Framework of networked vehicle services and applications using NGN Y.2065: Service and capability requirements for e-health monitoring services Y Suppl. 22 of ITU-T Y.2200-series: Greenhouse gas monitoring services provided over NGN Gateway for IoT applications Y.2067: Common requirements and capabilities of a gateway for IoT applications [06/2014] 16 Integration of leading technologies with IoT The IoT is expected to benefit from the integration of diverse leading technologies, e.g. those for • Machine to Machine Communications • Autonomic Networking • (Big) Data Management (e.g. de-noising, analysis, machine learning etc.) • Semantics support • Security and Privacy Protection • Cloud Computing (and distributed computing) • Service Delivery Platforms • Software Defined Networking and Network Functions Virtualization with advanced technologies for • Sensing and Actuation Benefit from capabilities provided by different technologies, reusability (economies of scale, interoperability) 17 IoT in ITU-T: Technical Overview Source: ITU-T Y.2060 Device: In the Internet of Things, a piece of equipment with the mandatory capabilities of communication and the optional capabilities of sensing, actuation, data capture, data storage and data processing 18 IoT in ITU-T: IoT Reference Model Source: ITU-T Y.2060 19 IoT reference model generalized from previous studies USN Services Disaster/crisis management Logistics, SCM Structural health monitoring USNApplications Applications USN Agricultural control Disaster Surveillance Military Field U-Health care Ubiquitous web services USN Directory service USNMiddleware Middleware USN Context modeling and management Management Contents management Service orchestration NGN Access Network Access Network Access Network Access Network USN Gateway Mobile RFID Reader USN Gateway Access Gateway USN Gateway SensorNetworks Networks Sensor Sensor node RFID Reader Sensor Networks Access Network Sink node Source: Y.2221 (2010) “Requirements for support of Ubiquitous Sensor Networks (USN) applications over NGN” (see also Y.2026 (2012) for NGN related functional aspects) 20 IoT in ITU-T: IoT Business Ecosystem(s) Business Roles Source: ITU-T Y.2060 This “simplified view” of business roles with their relationships has obviously not the ambition to represent all possible roles and relationships which can be found across the huge number of real IoT business deployments. Main objective of this analysis: building a proactive linkage between real deployments and technical standardization (requirements, capabilities and functions, open interfaces) 21 IoT in ITU-T: fundamental characteristics and high level requirements of the IoT Characteristics Interconnectivity Things-related services Heterogeneity Dynamic changes Enormous scale Requirements Identification-based connectivity Interoperability Autonomic networking Autonomic services provisioning Location-based capabilities Security Privacy protection High quality and highly secure human body related services Plug and play Manageability Source: ITU-T Y.2060 22 Common requirements of the IoT [Y.2066] The common requirements of the IoT are technical requirements independent of any specific application domain IoT non-functional requirements: refer to the requirements related to the implementation and operation of the IoT itself Interoperability, scalability, reliability, high availability, adaptability, manageability IoT functional requirements: refer to the requirements related to the IoT actors (i.e. entities external to/interacting with the IoT); they have been categorized as Application support requirements Service requirements Communication requirements Device requirements Data management requirements Security and privacy protection requirements NOTE: The IoT actors (specified from a requirements viewpoint) and the general use cases of the IoT (modelled via UML and used to capture the requirements of the involved actors) are identified in clause 6 of Y.2066; Annex A of Y.2066 summarizes all the identified requirements. 23 Functional framework and capabilities of the IoT [Y.2068] Y.2068 scope: IoT functional framework concepts and its three views (functional view, implementation view, deployment view) The IoT basic capabilities fulfilling the common requirements of the IoT specified in [Y.2066] (identified via the three views) Additional IoT capabilities for the integration of key emerging technologies with the IoT (two technology areas addressed) NOTE: Annex A provides a summary of all identified capabilities Appendix I provides an analysis of all identified capabilities in terms of matching with common requirements of IoT [Y.2066] The detailed specification of the identified capabilities is outside the scope of Y.2068 24 The three views of the IoT functional framework (1 of 2) The IoT functional framework can be described via three distinct views, reflecting three different phases of development of the IoT (design phase, implementation phase and deployment phase). Each view describes IoT capabilities aiming to fulfill the requirements encountered in different phases of development of the IoT. Functional view of the IoT functional framework 25 The three views of the IoT functional framework (2 of 2) Implementation view of the IoT functional framework building over the NGN functional architecture Deployment view of the IoT functional framework building over the NGN components 26 The IoT capabilities identified in Y.2068 Basic capabilities - categorized as Application support capabilities Service provision capabilities Communication capabilities Data management capabilities Connectivity capabilities Management capabilities Security and privacy protection capabilities Additional capabilities required for integration of key emerging technologies Capabilities for integration of Cloud Computing technologies Capabilities for integration of Big Data technologies NOTE – Other additional capabilities for integration with the IoT of other emerging technologies, such as network function virtualisation, software defined networking etc., are for further study. 27 Gateway for IoT applications Common requirements and capabilities of a gateway for IoT applications [Y.2067] • General characteristics of a gateway for IoT applications • Common requirements and common capabilities • Use cases (informative material) Typical deployment scenario gateways for IoT applications of Reference technical framework of a gateway for IoT applications IoT applications Communication networks Gateways Devices Y.2067(14)_F01 28 Also IoT application(s)-specific requirements have been addressed in some studies: the example of ehealth requirements from the ITU-T FG M2M SL Key goal of the Focus Group M2M SL [2012-03.2014]: study of the requirements and specifications for a common M2M Service Layer From the viewpoint of use cases and derived requirements, it decided to focus its work on the “e-health” application domain (remote patient monitoring and assisted living services) Involvement of vertical market stakeholders, such as the World Health Organization (WHO), and collaboration with M2M and e-health communities and SDOs It completed five deliverables (now transferred to ITU-T SGs) E-health use cases E-health ecosystem -> it includes e-health application-specific requirements M2M service layer requirements and architectural framework Overview of M2M service layer APIs and protocols E-health standards repository and gap analysis 29 Some critical IoT subject areas (from the viewpoint of requirements and capabilities) 30 Some SG13 ongoing work items on basic aspects of the IoT IoT network requirements (focus on network transport control) Y.IoT-network-reqts: Network requirements of the IoT Application support models of the IoT (modularity of the IoT infrastructure) Y. IoT-app-models: IoT application support models Semantic and Big Data related capabilities (more intelligence in IoT) Y.IoT-semantic-reqts-framework: Semantic related requirements and framework for the IoT Y.IoT-BigData-reqts: Specific requirements and capabilities of the IoT for Big Data Accounting and Charging capabilities (sustainable business models) [newly Q2/13-agreed work item - Feb 2015 interim meeting] Y.IoT-AC-reqts: Requirements for accounting and charging capabilities of the IoT NGN based architecture of the IoT (incremental deployment) Y.NGNe-IoT-arch: Architecture of the IoT based on NGN evolution 31 IoT network requirements [Y.IoT-network-reqts] Numerous types of IoT devices, numerous types of access technologies, an increasing number of connected devices => it is important to investigate detailed network requirements of the IoT, e.g. to avoid potential issues such as service failures caused by congestion/overload in the network. Focus : network transport functions (but service support and network performance functions not excluded). Network-based solution: balancing the Example use case (issue to be solved): Possible unbalanced load of the ad-hoc network from the core network point of view topology from the core network point of view Identified network requirements to be supported: calculation of the optimal ad-hoc network topology by using monitoring information, and notification of appropriate actions based on calculation results Various use cases under study have generated requirements for data transmission timing 32 control, traffic route diversion, ad-hoc network topology modification IoT and (Big) Data The Industrial Internet Data loop [source: GE whitepaper] Data interoperability throughout the cycle is critical (syntax and meaning) Some analysts indicate that by 2020 40% of data will come from sensors Raw data -> Information -> Knowledge -> Wisdom (see a following slide) Various operations on data for the extraction of actionable intelligence (collection, dedenoising, aggregation, adaptation, analysis) Data sources: (real-time) collected data from things and context, historical and social data Data related concerns: Volume, Variety, Velocity, Variability, Veracity, as well as (semantic) interoperability, security and privacy, ownership The right data, at the right time, at the right place (cloud computing versus distributed computing) 33 ITU-T developments related to IoT Data aspects Completed studies Y.2066: Common requirements of the IoT It includes requirements on data aspects Y.2068: Functional framework and capabilities of the IoT It includes IoT capabilities for data management and for integration of Big Data technologies and Cloud Computing technologies with IoT Ongoing developments specific to IoT Data aspects Y.IoT-BigData-reqts: Specific requirements and capabilities of the IoT for Big Data Y.IoT-semantic-reqts-framework: Semantic related requirements and framework for the IoT General roadmap of Big Data Standardization [first version, 11/2014] ITU-T Study Groups been tasked to build a standards landscape in the telecom sector and related industries; IoT (and Cloud Computing) identified as relevant Technical Area for Big Data 34 IoT and Big Data [Y.IoT-BigData-reqts] Initial discussions on challenges of Big Data in the context of IoT • • • • Increasing Generated Generated Generated number of connected things generates huge amounts of data data are mainly semi-structured or even unstructured data may have different confidence and precision levels data are generally not useful until adequately processed IoT Data processing phases [work in progress, including terminology and relationship among processing steps] Steps of the work item development [specific requirements and capabilities of the IoT for Big Data] 35 Semantics and IoT: example of the usage of semantic technologies in IoT Data transformation The knowledge hierarchy applied in IoT Data processing Source: Barnaghi and al., “Semantics for the IoT: early progress and back to the future” (IJSWIS, 2012) Things generate raw data Additional information enables creation of structured metadata (first step of enriching IoT Data) –> semantic technologies can be used Abstractions and perceptions give detailed insights by reasoning using knowledge (ontologies, rules) of different domains (second step of enriching IoT Data ) –> semantic technologies can be used Actionable intelligence allows decision making 36 Semantic related requirements and framework for the IoT [Y.IoT-semantic-reqts-framework] The outstanding features of semantic technologies for applicability to IoT Semantic technologies are good candidates to fulfill essential IoT requirements Concerning data and services, they enable efficient description, consistency, scalability, reusability, interoperability, improved human-machine interaction, automatic operations Semantic technologies are applicable to the different layers and cross-capabilities of the IoT reference model [Y.2060] General semantic requirements for the IoT Semantic annotation, semantic interoperability, semantic discovery, semantic reasoning, semantic composition Layered semantic requirements for IoT The semantic requirements specific to the different layers and cross-capabilities of the IoT reference model [Y.2060] IoT semantic framework The IoT semantic related capabilities which can be used in the different IoT technical components, including devices, networks, platforms and applications Based on the identified IoT semantic requirements and existing semantic technologies 37 Accounting and charging capabilities of the IoT Y.IoT-AC-reqts: Requirements for accounting and charging capabilities of the IoT [newly Q2/13-agreed work item, Feb 2015 interim meeting] Building on requirements and framework for accounting and charging capabilities in NGN [ITU-T Y.2233] Identification of specific requirements derived from analysis of business use cases specific to the IoT Work scope: Business use cases specific to the IoT IoT accounting and charging requirements IoT accounting and charging capability framework NGN A&C functional architecture [Y.2233, 2010] Target of IoT accounting and charging capability framework 38 Some initial efforts on IoT architectural aspects 39 The ongoing effort of another SDO related to IoT architecture: oneM2M PP’s Common Service Layer Pipe (vertical): 1 Application, 1 NW, 1 (or few) type of Device Point to point communications Horizontal (based on common Layer) Applications share common service and network infrastructure Multipoint communications Business Application Application Application Application Common Service Layer Common Service Layer Communication Network (wireline, wireless, Powerline ..) Things representations Communication Network 2 Communication Network 1 IP Gateway Gateway S Local NW Local NW A Device Things A A Device Device A S Device S A AA S Device Common Service Layer Application 40 The oneM2M Common Service Functions provided by the Common Service Layer Registration Discovery Security Group Management Data Management & Repository Subscription & Notification Device Management Application & Service Management Communication Management Network Service Exposure Location Service Charging & Accounting NOTE – The oneM2M Functional Architecture Release 1 deliverable has been issued on 4 February 2015 as part of the oneM2M Release 1 specifications. 41 The capabilities identified by the ITU-T FG M2M Service Layer In line with the IoT Reference Model of ITU-T Y.2060, the ITU-T M2M service layer capabilities include those common to the support of different application domains and the specific ones required for support of each application domain 42 Incremental deployment: a new SG13 work item (Nov 2014) about architecture of the IoT based on NGN evolution Y.NGNe-IoT-Arch scope: an architecture of the IoT based on enhancements to the NGNe functional entities, reference points and components (as described in Y.2012, Y.2301, Y.2302 and other related Recs), taking into account the IoT reference model, IoT common requirements and IoT basic capabilities (Y.2060, Y.2066, Y.2068) This study has just started and extended discussions are expected. The basic idea behind its launch is to study if, how and at which extent the common requirements and basic capabilities of the IoT can be supported by 43 an evolving NGN infrastructure. Few personal considerations about perspectives of the IoT standardization 44 IoT standardization perspectives: some personal considerations The current situation of technology separation among IoT application domains results in market separation per application domain (hindering technical innovation and investments in the IoT business) It is necessary to standardize common technologies of the IoT across the different application domains In addition to the standardization of specific technologies, the future standardization of the IoT should: 1) build over a standardized new architecture reference model for the IoT as guidance for whole standardization process (including specification at both logical and physical levels, and verification of correctness and completeness) 2) focus on the interactions among functional entities or deployable components of the IoT, in order to simplify the standardization work and impose minimum constraints on future technical innovations 3) progress about the deployment of the IoT in specific application domains (appl. domain profiles ?) as well as the integration of emerging technologies with the IoT (e.g. cloud computing, big data, SDN, NFV),in order to strengthen the applicability and value of IoT standards Considering that the IoT builds on existing information and communication systems, the IoT standardization work should be conducted in an evolutionary way in order to enable the integration of existing ICT at the greatest possible extent. [S. Shen, Shen, M. Carugi - ITUITU-T Kaleidoscope 2014 and Rivers Journal of ICT Standardization] 45 Thank you very much for your attention 46 Some relevant ITU-T links on IoT IoT-GSI http://www.itu.int/en/ITUT/gsi/iot/Pages/default.aspx JCA-IoT http://www.itu.int/en/ITUT/jca/iot/Pages/default.aspx ITU-T Recommendations http://www.itu.int/en/ITUT/publications/Pages/recs.aspx Focus Group on M2M Service Layer http://www.itu.int/en/ITUT/focusgroups/m2m/Pages/default.aspx 47 Marco Carugi Marco Carugi works as consultant on advanced ICTs and associated standardization, representing ITU-T members in ITU-T standards development activities (requirements and architectures for advanced services and networks). Marco began his career in Solvay as telecommunication system engineer, worked for 7 years in France Telecom/Orange Labs as research engineer on Broadband Data Services and Network Technologies and then for 8 years in Nortel CTO organization as Senior Advisor on NGN and emerging services. More recently, he has worked for 3 years in ZTE R&D division, Technology Strategy department, as Senior Expert on future service and network technologies and associated standardization. Marco participates actively since 1998 in several standard development organizations, and has held numerous leadership positions, including vice-chair of ITU-T SG13, Rapporteur in last three ITU-T study periods, WG chair in ITU-T Focus Group on Cloud Computing, member of OIF Board, co-chair of IETF Provider Provisioned VPN WG. Currently, he is Rapporteur for Q.2/13 (“Requirements for NGN evolution (NGN-e) and its capabilities including support of IoT and SDN”) inside ITU-T SG13 (Future networks including cloud computing, mobile and NGN). NGN evolution, SDP, SDN, Cloud Computing and IoT/M2M are technical areas in which he is involved at present. As Rapporteur for Q.2/13, he is currently participating in the ITU-T IoT Global Standards Initiative where he leads the development of technical specifications on requirements, capabilities and services for IoT/M2M , and has acted as vice-chair of the ITU-T Focus Group on M2M Service Layer. He is a regular participant as ITU-T representative in the meetings of the European Commission’s Internet of Things Research Cluster. Marco has led the development of numerous standards specifications and published in technical journals and books. Marco holds an Electronic Engineering degree in Telecommunications from University of Pisa in Italy, a M.S. in Engineering and Management of Telecommunication Networks from National Institute of Telecommunications (INT) in France and a Master in International Business Development from ESSEC Business School in Paris. 48