FP7-257418 ULOOP STREP User-centric Wireless Local-Loop ULOOP Small or medium scale focused research project (STREP) Date of preparation: September 2009 Date of negotiation session I: 20th March 2010 Date of negotiation session II: 9th April 2010 Work programme topic addressed: ICT 2009-1.1, The Network of the Future Name of the coordinating person: Olivier Marcé (ALBLF) e-mail: olivier.marce@alcatel-lucent.fr fax: +33 1 30 77 61 75 Name of the scientific coordinating person: Rute Sofia (INESC Porto) e-mail: rsofia@inescporto.pt Participant no. * 1 (Coordinator) Participant organisation name Alcatel-Lucent BellLabs France Part. short name ALBLF Country France 2 (Scientific Instituto Nacional de Engenharia e INESC Porto coordinator) Sistemas de Computadores do porto Portugal 3 Huawei GmbH Germany 4 ARIA S.P.A. ARIA Italy 5 Caixa Mágica Software, SA CMS Portugal 6 FON Wireless Limited FON United Kingdom 7 Technische Universität Berlin TUB Germany 8 University of Kent UniK United Kingdom 9 Université de Genève UNIGE Switzerland 10 Teleinform S.P.A TLI Italy 11 University of Urbino UniUrb Italy Technologies Duesseldorf HWDU Page 1 of 91 FP7-257418 ULOOP STREP Costs Table (A3.2) Executive Summary The flexibility inherent to wireless technologies is giving rise to new types of access networks and allowing the Internet to expand in a user-centric way. This is particularly relevant if one considers that wireless technologies such as Wireless Fidelity (Wi-Fi) currently complement Internet access broadband technologies, forming the last hop to the end-user. This fact becomes even more significant due to the dense deployment of Wi-Fi Access Points that is common today in urban environments. Due to such density, a relevant aspect that can be worked upon is leveraging such “wireless local-loop” by developing networking mechanisms that allow adequate resource management and a future Internet architecture to scale in an autonomic way. Such wireless local-loop could then reach rates closer to the ones provided by current access technologies. A way to overcome the limitation of today’s broadband access technologies is to expand the backbone infrastructure reach by means of low-cost wireless technologies that embody a multi-operator model, i.e., a local-loop based upon what a specific community of individuals (end-users) is willing to share, backed up by specific cooperation incentives and “good behaviour” rules. The purpose of this project is therefore to explore the potential of having a wireless local-loop based upon a user-centric (community) model extending the reach of a high debit, multi-access broadband backbone from different perspectives (technical and business models, as well as the expected telecommunications market and legislation impact). Our expectations are to show that such model can be beneficial both from an enduser and from an access provider perspective, given that it allows expanding high debit reach in a seamless, cooperative, and low-cost manner, enabling the operators to focus on service rather than on pipes. Results from ULOOP relate to software functionality that is the basis for deploying autonomic trust management, resource management, as well as mobility management. Such functionality is to be provided in the form of open-source software to be applied to Customer Premises Equipment (CPE), namely, to UserEquipment (UE) and to Access Point (AP) devices. Moreover, the consortium also expects to integrate control plane functionality into access elements. For instance, in regards to interoperability of the wireless communities that rely in the developed software, there is the need to assist with control from the access. This Page 2 of 91 FP7-257418 ULOOP STREP relates to user Authentication and Accounting as well as trust management, to resource management, and also to mobility management. Summarising, the functionality developed in ULOOP is: Software functionality for UE and APs. This corresponds to an open-source image (to be provided online or on a CD) which, when run, will assist in the development of ULOOP architectures (wireless local-loop architectures) and in the interconnection of such architectures with the current Internet in a neutral way. The software CD image will also include management utilities to assist with feedback for the demonstrations and test-sites. User-centric concepts and software functionality for the access. This corresponds to specific software modules that will assist the global integration of ULOOP, particularly in regards to the current access control plane. One pilot. ULOOP will develop a pilot which initially will consist of 5 sites (3 experimentation sites and 2 living-lab alike sites) having in mind large-scale validation, based on regular end-user profiles, and on a later phase of the project, two large scale demonstrations. Page 3 of 91 FP7-257418 ULOOP STREP Table of contents 1 CONCEPT AND OBJECTIVES, PROGRESS BEYOND STATE-OF-THE-ART, S/T METHODOLOGY AND WORK PLAN ................................................................................................ 9 1.1 Concept and project objectives ............................................................................................................... 9 1.1.1 Motivation ........................................................................................................................................... 9 1.1.2 ULOOP Concept and Vision ............................................................................................................... 11 1.1.3 ULOOP Pilot: Validation and Demonstration ....................................................................................... 15 1.1.4 Main Objectives ................................................................................................................................. 18 1.1.5 Main Expected Outcome ...................................................................... Error! Bookmark not defined. 1.2 Progress Beyond the State-of-The-Art .................................................................................................. 21 1.2.1 Empowering the End-User .................................................................................................................. 21 1.2.2 Evolution of Telecommunication Wholesale Models ............................................................................. 21 1.2.3 Making Wireless Architectures Autonomous ........................................................................................ 22 1.2.4 Expanding High Rates to the User: Wireless Broadband Access ............................................................. 22 1.2.5 The Perspective of the Access Operator: Remote Areas, Traffic Locality, and Service Differentiation ....... 22 1.2.6 Advances in 802.11 ............................................................................................................................ 23 1.2.7 Advances in 802.21 ............................................................................................................................ 23 1.2.8 Legislation and Wireless Communities ................................................................................................. 24 1.2.9 Related EU IST Activities ................................................................................................................... 24 1.2.10 Summary of ULOOP Key Innovation Items ...................................................................................... 25 1.2.11 Criteria and Performance Indicators ................................................................................................. 26 1.3 S/T methodology and associated work plan ........................................................................................... 27 1.3.1 Overall strategy and general description ............................................................................................... 27 1.3.2 Timing of work packages and their components .................................................................................... 29 1.3.3 Work Package Description .................................................................................................................. 35 1.3.4 Summary of Staff Effort...................................................................................................................... 53 1.3.5 Risk management and contigency planning .......................................................................................... 53 2 B2: IMPLEMENTATION ................................................................................................................ 59 2.1 Management structure and procedures ................................................................................................. 59 2.1.1 Project Coordination Team Members and Responsibilities ..................................................................... 60 2.1.2 Steering Committee ............................................................................................................................ 61 2.1.3 Day-to-day Task and Work Package Management ................................................................................. 61 2.1.4 Addition of Beneficiaries .................................................................................................................... 61 2.2 Individual participants ......................................................................................................................... 63 2.2.1 Alcatel-Lucent BellLabs SA (ALBLF) ................................................................................................. 63 2.2.2 INESC Porto - Instituto de Engenharia de Sistemas e Computadores do Porto (INESC Porto .................... 64 2.2.3 Huawei Technologies Duesseldorf GmbH (HWDU) .............................................................................. 65 2.2.4 ARIA S.P.A. (ARIA) .......................................................................................................................... 66 2.2.5 Caixa Mágica Software (CMS) ............................................................................................................ 67 2.2.6 FON Wireless Limited (FON) ............................................................................................................. 68 2.2.7 Technische Universitaet Berlin / DAI-Labor ......................................................................................... 69 2.2.8 University of Kent (UniK)................................................................................................................... 70 2.2.9 University of Geneve (UNIGE) ........................................................................................................... 71 2.2.10 Teleinform S.P.A (TLI) .................................................................................................................. 72 2.2.11 University of Urbino (UniUrb) ........................................................................................................ 73 2.2.12 SANJOTEC – Associação Científica e Tecnológica .......................................................................... 74 Page 4 of 91 FP7-257418 ULOOP STREP 2.3 Consortium as a Whole ......................................................................................................................... 75 2.4 Resources to be committed ................................................................................................................... 77 3 IMPACT ............................................................................................................................................... 79 3.1 Strategic impact .................................................................................................................................... 79 3.1.1 Scientific Impact ................................................................................................................................ 79 3.1.2 Social, Economic, and Business Impact ................................................................................................ 79 3.2 Plan for the use and dissemination of foreground ................................................................................. 80 3.2.1 Dissemination .................................................................................................................................... 80 3.2.2 Exploitation Strategies ........................................................................................................................ 82 3.2.3 Management of Results and of Intellectual Property .............................................................................. 88 4 REFERENCES .................................................................................................................................... 90 Page 5 of 91 FP7-257418 ULOOP STREP List of Figures Figure 1: Wi-Fi as last hop of the Internet, from an end-to-end perspective. ............................................... 9 Figure 2: ULOOP, an example of applicability in a neighbourhood scope. ............................................... 12 Figure 3: ULOOP, an example of applicability across ULOOP communities in the Internet.................... 12 Figure 4: ULOOP main focus. .................................................................................................................... 13 Figure 5: ULOOP Pilot, sites. Demonstration sites are in Madrid and in São João da Madeira. The remainder sites will be used for experimentation purposes. ................................................................................ 16 Figure 6: ULOOP operation location and boundaries. ............................................................................... 19 Figure 7: Gantt chart. .................................................................................................................................. 29 Figure 8: ULOOP, technical content distribution over time. ...................................................................... 30 Figure 9: WP and tasks dependencies. ....................................................................................................... 30 Figure 10: ULOOP organizational structure. ............................................................................................ 59 Figure 11: ULOOP Steering Committee. ................................................................................................... 60 Figure 12: Partner grouping according to Internet target area. ................................................................... 76 Figure 13: Effort breakdown per WP and per Task. ................................................................................... 77 List of Tables Table 2.1: ULOOP Consortium. ................................................................................................................. 75 Table 3.1: Partner business area and exploitation plan............................................................................... 83 Table 3.2: Individual partner exploitation plans. ........................................................................................ 84 Page 6 of 91 FP7-257418 ULOOP STREP Acronyms Term Meaning 3GPP 3rd Generation Partnership Project AAA Authentication, Authorisation, Accounting AP Access Point ASP Application Service Provider BIONETS Bio inspired service evolution for the pervasive age BOWL Berlin Open Wireless Lab CAPEX Capital Expenditures CARMEN Carrier Grade Mesh Networks CC Creative Commons CODIV Wireless Communication Systems Employing Cooperative Diversity CP Customer Premises CPE Customer Premises Equipment DIS Dissemination DIYN Do-it Yourself Network EC European Commission EU Europe FTTH Fiber to the Home ICT Information and Communication Technology IEEE Institute of Electrical and Electronics Engineers IETF Internet Engineering Task Force ISP Internet Service Provider LTE 3GPP LongTerm Evolution MGT Management MIMO Multiple Input, Multiple Output communications MIP Mobile IP MIPv6 Mobile IP version 6 MVNO Mobile Virtual Network Operator NAN Neutral Access Network NAP Network Access Provider Page 7 of 91 FP7-257418 ULOOP STREP OAN Open Access Network OBAN Open Broadband Access Networks OpenWEED Open Wireless Experimentation and Evaluation Distribution OPEX Operational Expenditures OSI Open Systems Interconnection P2P Peer-to-Peer PET Privacy-enhancing Technologies PM Project Management PM Person-month PSC Project Scientific Coordinator QAT Quality Assurance Team QoE Quality of Experience QoS Quality of Service RTD Research and Development SC Steering Committee SIP Session Initiation Protocol SOCIALNETS Social Networking for Pervasive Adaptation SP Service Provider UE User Equipment ULOOP User-provided Local Loop UMTS Universal Mobile Telecommunication System UPN User-provided network UWiC University of Urbino Wireless Campus VO Virtual Operator Wi-Fi Wireless Fidelity WiMAX Worldwide Interoperability for Microwave WLAN Wireless Local Area Networks WoT Web of Trust WP Work Package WWRF Wireless World Research Forum Page 8 of 91 FP7-257418 ULOOP 1 STREP Concept and objectives, progress beyond state-of-the-art, S/T methodology and work plan 1.1 Concept and project objectives 1.1.1 Motivation Today’s end-user is connected to the Internet by means of a variety of broadband access technologies which usually do not directly reach the end-user equipment (UE). Rather, this final segment of the local-loop (last mile) is provided by a number of short-range technologies, among which Wireless Fidelity (Wi-Fi) is the de facto solution. The growing popularity of Wi-Fi as a complementary technology to Internet broadband access is not due to its extraordinary technical aspects. Instead, it relates to its low-cost, to the ease of use, and to the high interoperability that it is capable of sustaining, when interfacing with Internet broadband access technologies. Wi-Fi extends coverage of the most varied technologies (e.g. Fiber-to-the-Home, FTTH), UMTS, be it in enterprise or residential scenarios, allowing Wireless Local Area Networks (WLANs) to abound. Moreover and due to the recent introduction of the Wi-Fi direct concept [26], Wi-Fi coverage will grow beyond what is expected and give rise to new connectivity models. The Internet of today can therefore be seen as illustrated in Figure 1: a large cloud based on heterogeneous technologies (fixed, cellular, wireless), which reaches the end-user in most cases by means of deployed WLAN. Wi-Fi Building Shopping centre Internet Park School Train station City Hospital Figure 1: Wi-Fi as last hop of the Internet, from an end-to-end perspective. Having a last-hop on the Internet based on Wi-Fi introduces problems but also some advantages in terms of Internet evolution and Internet wholesale models. On the one hand, having Wi-Fi as the last-hop technology introduces bottlenecks particularly if one considers broadband solutions such as FTTH. Moreover, by providing a WLAN for each Internet end-user, as complement of the broadband technology, WI-Fi deployment becomes chaotic, particularly in highly populated areas. On the other hand, Wi-Fi is a highly flexible and easy to deploy technology, and thus appeals to the regular individual Internet end-user. It is due to such flexibility and also to the wide deployment as last-hop (complementary) technology, that Wi-Fi (as others forms of short-range wireless technologies) is giving rise to new models of Internet connectivity, and to a new way to perceive future Internet architectures. In these new Internet access (Internet connectivity) models, the end-user is one of the key pieces and ceases to simply be a consumer of Internet services (be it connectivity or content), to become an active hop of the connectivity distribution chain. In other words, Wi-Fi empowers the end-user as active stakeholder of connectivity (sharing and/or relaying), be it from a local scope or from an end-to-end perspective. It should be noticed that this is a natural step of the Internet evolution. In regards to Internet services, a related paradigm shift has already emerged as a wave of open-source software and of new licensing models Page 9 of 91 FP7-257418 ULOOP STREP which culminated in the Creative Commons (CC) [8] licensing. Founded by Lessig et al. CC licensing allows authors to define the details of licensing rights regarding attribution, commercialization, derivative works, as well as distribution. In the beginning, CC licenses were used only in blogs or Web sites such as Flickr; today the Internet holds millions of sites whose content is protected under CC. This means that Internet users are no longer mere consumers. And this simple fact is changing the way citizens perceive and make use of the Internet. The grassroots movement that was the basis for Web2.0 and also the key aspect in CC licensing can in fact also be applied to the networking layers of the OSI protocol stack and thus create opportunities to further evolve the Internet value chain. Internet architectures where the end-user is an active stakeholder in some form of networking service (of which connectivity is simply one example), i.e., user-provided networks (UPNs), are today starting to expand Internet access both at a faster pace and possibly at lower costs than what would be feasible if simply done by Internet stakeholders. This is already happening both from a commercial and non-commercial perspective. For instance, current commercial examples of UPNs relate to the initiative of companies such as FON, OpenSpark, or Wi-Fi.com (former Whisher). From a noncommercial perspective we assist to a number of user-centric or community initiatives (e.g. Freifunk, CUWin) which have as main purpose to assist in the development of Do-it-Yourself Networks (DIYN) based on Wi-Fi technology, always as a way to expand already existing/subscribed Internet connectivity. It should be noticed that such non-commercial initiatives are completely user-centric in the sense that it is up to the user not only to assist in building the last hop infrastructure, but also up to the end-user to control such lasthop architecture. All the paradigm shifts that we are witnessing are based upon a specific form of cooperation between endusers towards network access or Internet services. Cooperation, as well as cooperation incentives, is therefore modeling a new category of Internet community and impacting social and business behaviour. However, technical limitations of today’s technologies, as well as a lack of understanding on how such micro business models may evolve and impact current Internet wholesale models still undermine the potential impact of networks where the user becomes an active link in the provision chain. There is neither a clear modeling of incentives nor clear mechanisms to develop cooperation incentives on the fly, incentives which are prerequisite to the growth of such types of networks. Worse, there are remaining security issues with current Wi-Fi technology from cryptography strength to security usability that need to be mitigated to avoid deceiving its users. It has been reported [18] that fake Wi-Fi networks have been set up in airports in order to capture users’ sensitive information as they surf the Web when connected to these networks. The users have no means to know which Wi-Fi community networks are trustworthy. The main motivation for the ULOOP project relates to the need to assist an autonomic deployment of user-centric wireless local loops. Such support is provided in ULOOP by developing software functionality which sustains a robust, secure, and autonomic network growth in a user-friendly way, thus becoming the basis for generating new services and consequently, new business models for current access and Internet stakeholders. Hence, the project contribution is two-fold. First, ULOOP will explore and devise the fundaments to allow user-centric wireless local-loops to form autonomously. The term user-centric in this context is meant to express a community model that extends the reach of a high debit, multi-access broadband backbone from different perspectives (technical, business model). Such a model is expected be beneficial both from an endto-end and from an access perspective, given that it allows expanding high debit reach in a seamless, cooperative, and low-cost manner. Second, ULOOP will contribute with both experimentation and demonstration based on real settings of users, including diversified living-labs. From a business perspective, wireless local-loops that are built mainly based upon end-user cooperation towards the access are a starting point to revisit current business models for broadband access and to analyse new business models. Similarly to what occurs in the energy sector in micro-generation models [17], in usercentric wireless local-loops, the end-user becomes a micro-provider of a specific community by sharing his/her subscribed broadband access within his/her community, as well as by providing specific Internet services, according to specific incentives. Such incentives may simply relate with a well defined human trust (social) network, or even with some form of reward, e.g., gain coverage and Internet access beyond the enduser’s premises. They may be user-based; access-provider based; a mix of both cases. Page 10 of 91 FP7-257418 ULOOP STREP Moreover, from a network access provider perspective and at a first glance, the motivation to invest on such models could just seem related to the possibility to expand capillarity in a low-cost way, as well as to the exploration of new services, which the users can help to define (community-based services). However, ULOOP defends that collaboration between access providers and end-users in terms of user-centric networking services opens up new possibilities in terms of business models, based upon a clear separation between the service and network layers, as well as between the network manager and the infrastructure owner. New types of operators that would act as organizers will appear therefore fostering competition and clearly addressing the goal of an open and competitive digital economy. Technical advantages must be explored from an access perspective and are one of the main aspects to pursue in ULOOP. For instance, by deploying user-centric wireless local-loops, it is possible to keep traffic local, namely, to take advantage of the physical proximity of sources and destinations and therefore, to prevent traffic from crossing the full access backbone when sources and destinations are “close” (according to predefined criteria). Traffic locality rules can be applied in a wireless local-loop and will have as consequence a reduction in the access OPEX as well as an optimization of spectrum. Another intuitive advantage is the fact that the subscription relation between the end-user and the access operator can be strengthened by having the access operator empowering the end-user with partial networking functionality, in a way that is completely transparent to the end-user. In other words: such cooperative model (based upon Internet service microgeneration) gives the means for the access operator to provide value-added services that are more appealing to the end-user and that go beyond regular (Triple Play) Internet subscriptions, common today both in the bundled and in Service Provider centric models (cf. section 1.2.2 for details on these Internet wholesale models). For instance, models such as the one embodied today e.g. by FON, when used in strong cooperation with access providers, give the means to access providers to offer Internet access subscriptions with worldwide wireless roaming included, which by itself differentiates such service towards competitors. 1.1.2 ULOOP Concept and Vision ULOOP envisions increasing the potential of the Internet by devising communication and networking technologies which support: The creation of techno-social communities, providing a combination of information, communication and human elements, by relying on adequate modeling of trust associations and trust levels. Cost reduction for extending local loops, by relying on communication opportunities (e.g. sharing of Internet access and relaying resources) provided by end-users in cooperation with access operators. New services provided by communities as well as new business models for end-users and access operators (following an analysis of the expected impact on telecommunications markets and legislation). An increase in spectrum and energy efficiency in managing wireless communications. ULOOP will explore and design the fundamental units to allow user-centric wireless (Wi-Fi) local loops to form and to develop in an autonomic and user-friendly manner. User-centric refers to a community model which extends the reach of a high rate, multi-access broadband backbone by means of communication opportunities provided by end-users, based upon cooperation incentives. Such incentives may relate to an individual or a community of individuals, as well as to access stakeholders. Moreover, user-centricity can be discussed from two different perspectives. Firstly, the user is in power of assisting the network in terms not only of its deployment, but also of its proliferation. Secondly, services to be provided by the end-user are assisted by an access infrastructure that is engineered towards assisting the user in terms of Quality of Experience (QoE). In regards to the first aspect, deployment refers to assisting in sharing equipment that makes the network scale. Deployment per se does not suffice for this type of architectures to grow. 1.1.2.1 ULOOP High Level Use-Cases To better explain the rationale behind ULOOP and before addressing the architectural building blocks, this section describes two generic use-cases for ULOOP applicability, being the first case illustrated in Figure 2. In this demonstrative scenario Bob, an end-user that subscribes to Internet broadband access at home, belongs to the ULOOP community within his neighbourhood, which is covered by privately owned WLANs. Alice, his mother, who also lives within the same neighbourhood, does not want to have broadband access at home, on the assumption that the flat rate that she would have to pay does not compensate her service usage. Page 11 of 91 FP7-257418 ULOOP STREP Despite the fact that Alice neither has nor wants regular Internet access, she would like to have access to multimedia provided by Bob. For instance, Bob and Alice would like to be able to share data once in a while (e.g., digital photos from Bob's last trip to Greece) and also to be able to contact each other without the costs associated with a regular broadband access subscription. Therefore, Bob gives Alice a laptop that implements ULOOP functionality. Such functionality gives Alice the means to connect to some user(s) in the same community that are willing to share connectivity in the neighbourhood and that are “trusted”, according to the parameters of trust established by the community and accepted by both Bob and Alice. By means of an underlying trust network, communication between Alice and Bob is relayed through the community, being directly processed by means of potential wireless devices in the range. In other words, wireless devices (e.g., someone’s PC, a PDA) relay the communication seamlessly based upon routing metrics that relate to trust bonds and incentives managed within the community. Consequently, traffic between Alice and Bob remains local in scope, not crossing Bob’s access operator networks. However, since the performance of real-time traffic (e.g. VoIP) degrades over wireless paths with multiple hops, ULOOP functionally may also employ an Internet access made available by community members in order to ensure extra reliability. Bob’s Home Amelie/Paris UU: ULOOP functionality U U RG Video Call Tommy/Italy U Internet Wi-Fi device U Friends/Norway Friends/Portugal Video Call U Alice/Bob communication Wi-Fi device GGSN U Video Call RBS RBS RG: Residential Gateway Alice’s Home Figure 3: ULOOP, an example of applicability across ULOOP communities in the Internet. U: ULOOP functionality Figure 2: ULOOP, an example of applicability in a neighbourhood scope. This scenario is illustrative of ULOOP purpose within a specific community. ULOOP functionality will allow wireless architectures to form on-the-fly, agnostically to the end-user, and based on available resources and available equipment, as well as and on the user’s willingness to cooperate in sharing privately owned radio resources and Internet access. Contrarily to what one could conclude at a first glance, this scenario does not jeopardize the access provider’s business, and even, it is likely that it will create new value. In this scenario, Alice did not find enough incentive to subscribe to a broadband service, but she desires to get in touch with Bob. The entering price to get a broadband access is too expensive in comparison to the expected Internet usage. In this situation, ULOOP is the perfect answer from a NAP perspective. It allows Alice to enter in the IT world without the need of an expensive broadband access installation, and then it permits the operator to propose her higher value services without the usually associated cost of access infrastructure. In addition, from an operator point of view, this creates a new market where access is shared between users. The success of this kind of sharing relies on the trust of everyone toward a third party, e.g. as occurs with a reputation mechanism such as the one embodied by eBay. The operator is the perfect third party in this case, and it can propose a trust and balance service that allows creating new value. A second and broader example is provided in Figure 3, where Tommy is a user travelling in Italy. Tommy decides to see what his friend Amelie is doing in Paris. Tommy, however, does not want to look for a cybercafé. Instead, he boots up his ULOOP enabled wireless device. By means of the ULOOP functionality Tommy’s device contacts nearby wireless devices that have incentives to relay the Internet connectivity and that are “trusted” to relay his communication. As soon as radio connectivity is established, Tommy’s device goes through a process which provides it with Internet access, based on the local community that is willing to share radio resources. Since the quality of the wireless communication starts to decrease due to Tommy’s Page 12 of 91 FP7-257418 ULOOP STREP movement, ULOOP functionality is able to handover Tommy’s communication to a licensed frequency that its owner agrees to relay ULOOP communication. Tommy’s communication is handed over again to an unlicensed frequency, as soon as Tommy’s device detects another wireless device willing to share its Internet access. While Amelie is walking towards the nearest park, the communication starts to fail due to the poor radio quality provoked by the dense forest. ULOOP functionally allows the communication to be kept by relying on neighbour wireless device to mitigate the effects of wireless shadowing. Due to the community location service offered by the local access operator, other friends (located in Portugal and Norway) join the chat and decide to use the group video call service that is offered locally. One of the key aspects related to this second scenario is the fact that not all the users being contacted have ULOOP functionality on their devices. Indeed, one of the main goals of ULOOP is to analyse and to develop the functionality that helps to know how to better integrate wireless local-loops into existing infrastructures, both from a technical and from an economic perspective. Therefore, the greater challenges to be addressed relates to the widely open and uncontrollable aspects of such infrastructures. With such restriction, the role of access stakeholders (operators and vendors) is crucial to achieve success, where the main access challenges foreseen within the fields of regulatory requirements (e.g. traceability or lawful interception), support of intermittent connectivity, as well as privacy issues. 1.1.2.2 ULOOP Building Blocks In order to assist with the development describe, ULOOP follows an evolutionary path to reach a Future Internet architecture, by building on existing work related to the recent trend of DYINs. A fundamental difference between such work and previous work on ad-hoc or mesh networking relates to the fact that ULOOP assumes that an infrastructure providing Internet access to specific locations is available, and users are simply willing to expand such infrastructure in a way that is user-friendly and plug&play. It also considers that within specific trust spheres, specific cooperation incentives can be provided in order for both the access and the end-user to cooperate and assist in further expanding the Internet. In order for that to happen, there are three aspects that are often disregarded and which are considered crucial to sustain such development as illustrated inFigure 4. These blocks are: cooperation incentives and trust management; resource management; mobility aspects. Figure 4: ULOOP main focus. Cooperation incentives and trust management relate to the network scalability aspects, as well as robustness and reliability. In order for the network to scale adequately, it is necessary to integrate incentives that are appealing for end-users to share and to relay connectivity, i.e., for end-users to become an active part of the communication chain. Meantime, the incentives must be adapted depending on the network need in term of bandwidth and connectivity: the greater the demand, the most the incentive. In order for these networks to accommodate growth it is necessary to quickly be able to develop networks of trust, assuming that users and devices are highly mobile. Hence, de-centralization is a key aspect to consider in the trust management functionality to be developed. ULOOP will base this functionality on grassroots trust models as the basis to build future user-provided networks, e.g. Web of Trust (WOT) schemes and schemes that fight back selfishness of peers (tragedy of the commons). ULOOP proposes to research the most appropriate computational trust metrics based on users rating filtered context and technical evidence to help the users choosing the most trustworthy Wi-Fi networks without allowing the users to cheat. Page 13 of 91 FP7-257418 ULOOP STREP Networks of trust give the means to choose adequately nodes that relay information (and hence influence routing metrics). Another main aspect related to trust management is end-user misbehaviour. The attacks that may have a more significant and negative impact on user-centric networks are incorrect traffic relaying attacks as well as impersonation attacks. ULOOP will address this challenge by integrating trust management schemes that follow human trust behaviour, namely, incentive (rewards, can be user-based, access-provider based, or even a mix of both cases) and reputation schemes. Trust and reputation themselves will be considered as a virtual currency that can sustain participation in the ULOOP community of users. Within ULOOP, trust management aspects relate to understand how to build networks of trust on-the-fly, based on reputation mechanisms able to identify end-user misbehaviour and to address social aspects, e.g., the different types of levels of trust users may have in different communities (e.g., family, affiliation, etc). Such grassroots networks of trust aim to accommodate the network growth and dynamism due to the high mobility of end-users. Another key aspect relates to the development and validation of a set of methods and techniques that make it possible to optimize network resources in regards to social behavior, i.e. how to exploit Social Networking information to create/optimize/add trust to ULOOP communities. Hence, ULOOP will not consider specific user profiles and therefore, privacy is not an issue. Instead, profiling will relate to metrics such as the average number of times devices (identified by MAC address) within specific environments encounter each other. It should be noticed that all this information is today passively exchanged and overheard by IEEE 802.11 devices, being part of the standard mechanism. Resource management is essential to allow the described architectures to grow steadily and to automatically adjust to changes. A user-centric local-loop represents an infrastructure where several entities (individuals) indirectly cooperate to ensure connectivity and reliability in data delivery. Main resource management aspects that are to be addressed in ULOOP relate to the capability to develop a robust and scalable wireless local-loop on-the-fly as well as to increase the spectrum and energy efficiency in the usercentric network. Cooperative resource management techniques are to be addressed from an OSI Layer 3 and an OSI Layer 2 perspective. Cross-layer aspects will be considered whenever necessary. Aspects that are considered crucial in terms of resource management are to increase the debit of the wireless local-loop up to a level similar to the one provided by the broadband access technology; how to take advantage of overlapping spectrum ( instead of trying to prevent it as is the case in cognitive radio research and based on techniques from OSI Layers 3 and 2); how to manage resources efficiently and reliably from a de-centralized perspective, in the presence of a multi-operator access network, in neutral based network models. Another aspect to be considered relates to the optimization of resource distribution, both from a resource admission control perspective, as well as from an attempt to optimize the network behaviour based on already existing aspects of the privately owned WLANs available. For instance, currently the Wi-Fi infrastructure mode does not take into consideration user expectations which lead to be incapable of assisting users in terms of QoE; nor the fact that a station may be transmitting at a lower rate or at a higher rate, which leads to energy inefficiency. Mobility aspects are central to ULOOP, given that in ULOOP, Internet end-users are expected to show a dynamic behaviour. Some nodes (the majority) are expected to be carried by the end-user and therefore will move based upon social aspects. Therefore, it is essential for ULOOP to be able to address ways to optimize handovers. Mobility aspects in ULOOP are also a key aspect to assist adequate resource management, as well as trust management. Mobility support in ULOOP is also complicated by the fact that a ULOOP cannot rely on a fixed mobility management infrastructure - whereas current mobility management solutions (SIP [RFC3261], MIP [RFC3775], 3GPP mobility management) make use of central mobility anchor points to keep an association between previous and current identities for a mobile node that moves between different access points and across different networks. Taking into account the autonomous nature of user-centric wireless local-loops, ULOOP will work on decentralizing mobility management with the goal of selforganized selection and cooperation of mobility coordination point(s). Another issue is the discovery of the target handover access point, which may be located in the same ULOOP, another ULOOP, or in operator-owned infrastructure. Here we need to move beyond the hardwired Page 14 of 91 FP7-257418 ULOOP STREP solutions offered e.g. by 3GPP or the solution currently offered by IEEE 802.21 (Media-independent Handover), which does not support real-time update of the candidate-access point database. One additional mobility management aspect that is to be considered in ULOOP is the potential application of social-based mobility models which allow to predict movement of the ULOOP infrastructure nodes and hence, to be able to optimize different aspects of the network operation (e.g., station distribution). 1.1.2.3 Integration Aspects The described ULOOP core concepts represent the functionality that will sustain a self-organizing and userfriendly formation of any user-centric wireless local-loop. As mentioned before, the second step of the ULOOP approach relates to the integration of such infrastructure into legacy ones, i.e., to interoperability aspects. As already illustrated in Figure 4, these will be worked upon from three different perspectives, namely, the end-user perspective, the access perspective, as well as the service perspective. From an end-user perspective, main questions that arise relate to plug&play and automatic setup of each node (based on different environments) as well as to the need to assist the end-user without relying on a centralized and complex control mechanism. In other words, ULOOP considers an autonomic model where users willing to cooperate dynamically move across a range of different locations. It is therefore necessary to ensure that the way the network forms and the way the user joins or leaves the network is done with minimum user intervention. Network interoperability topics relate to the need to ensure interoperability between different types of radio local-loops, and to/from legacy networks. ULOOP will address ways to interconnect the different types of systems, ensuring reliable interoperability, both from a network management perspective and from a node management perspective. Service interoperability topics relate to the need to ensure that services that are currently being provided across the Internet still reach the end-users with a quality level that is at least as good as what can be provided by the legacy system. 1.1.3 ULOOP Pilot: Validation and Demonstration One of the key aspects of the ULOOP outcome relates to its sustainability in realistic environments, in particular scalability. Experimentation under realistic settings is therefore a main aspect to address. In addition to the necessity of validating and developing each building block in isolation, the consortium has chosen three different categories of realistic scenarios which can demonstrate, based on different user communities and different access conditions, not only the validity of ULOOP, but also its scalability. By initially using controlled test sites, any interoperability issues can be worked out and if additional parameters are found for the testing and validation suite they can be incorporated without affecting too many clients. As the test sites become more stable and the software and test suites more reliable, the individual test sites will then be linked together over the Internet. Again at this stage, various issues may need to be resolved and at this stage, real testing of performance parameters can be achieved and scalability issues to do with linking multiple ULOOP sites can then be investigated. In ULOOP, particular emphasis is put into experimentation and also demonstration aspects in realistic scenarios. For this, ULOOP will develop a pilot which will be composed of test bed sites and also demonstration sites, as illustrated in Figure 5. Three main sites are to be considered for global validation purposes. In addition, two different sites are to be relied upon for demonstration purposes. This pilot is therefore intended as one possible (but not the single one) embodiment of an ULOOP architecture. As the project continues and findings start to be released in terms of milestones there may come a point where other commercial entities will be keen to become a demonstration site. Controlled growth from within the partners and then general expansion can be used as an extended validation but it is not essential in terms of the project deliverables. What will be important as part of the deliverables will be the analysis of results found from the individual test sites and also the results found from linking the test sites altogether. An extension of the test-site analysis is that found from the analysis of the demonstration sites which provide a more realistic scenario for the deployment of ULOOP framework. Page 15 of 91 FP7-257418 ULOOP STREP Figure 5: ULOOP Pilot, sites. Demonstration sites are in Madrid and in São João da Madeira. The remainder sites will be used for experimentation purposes. 1.1.3.1 Experimentation Sites A first experimentation site is the Berlin Open Wireless Lab (BOWL) [6]. BOWL maintains a reconfigurable wireless outdoor test bed with 50 nodes, which spans across the main campus of the Technical University of Berlin (TUB). The test bed can be configured to serve as both an infrastructure and a mesh network. The outdoor test bed within BOWL also serves to provide access to the TUB community, creating a unique opportunity for understanding the real-world performance of proposed solutions. Each of the nodes has the possibility to work as an Internet gateway and is also reachable by a fixed connection which allows proper monitoring and measurements. This prevents noticeable impact on the end users, which is crucial to sustain a functional living test environment with actual network usage, and increases the incentives of user participation. All mesh nodes (access points) of the BOWL test bed are running an in-house-built Linux distribution called the Open Wireless Experimentation and Evaluation Distribution (OpenWEED), which is a modified version of OpenWRT. To prevent interference of the actual experiment with client access to the network, mesh nodes have dedicated wireless interfaces for access and for the mesh network. The test bed is not currently open to the use of students. However, a large number of end-users, on the order of a few hundreds of students, are expected to use the mesh network on average per day when the test bed is open for connection during an experiment. This is due to the natural incentive of robust connectivity in a large outdoor area within the campus, Page 16 of 91 FP7-257418 ULOOP STREP Another experimentation site is the Urbino Wireless Campus (UWiC), managed by UniUrb. UWIC is a wireless Open Access Network (OAN) conceived and implemented by the University of Urbino, in Italy, to virtually extend the University campus while also providing a real-world test bed for innovative access network models. Currently it is composed of around 100 Wi-Fi hotspots (running either Mikrotik RouterOS or OpenWRT) and 7 Hiperlan base stations (running Mikrotik RouterOS) deployed in Urbino, Pesaro, and Fano. The interconnection backbone is neutral and not part of the University intranet. Hence the access network does not expose critical data or services and it is not part of the Internet. Policy constraints can be significantly relaxed, making it possible to share the access infrastructure with third party operators and to provide information services to unauthenticated users. Each operator has his/her own edge router within the access infrastructure, in order to be allowed to provide his/her services without further agreements with the access network manager. The server farm is composed of 15 virtual machines running Linux OS. Since 2006, UWiC has been used as a living lab for interdisciplinary research in the field of access networks [2]. UWiC has involved about 50 partners (including municipalities, WISPs, vendors, service providers, wireless communities, and WiMAX operators). In 2008, UWiC became a working prototype of a Neutral Access Network (NAN), a special class of OAN conceived as a mean to overcome broadband market stagnation by granting positive externality to the access infrastructure. Also, in 2008 UniUrb signed an agreement with FON to create a user-centric worldwide wireless network opened to university students. Preliminary experiments have been successfully conducted to demonstrate the feasibility of the project. UWiC counts with more than 20,000 registered users. Among them, more than 5,000 are active users who use the wireless network at least once and gained access to the Internet through the edge router of UniUrb. On average, the Wi-Fi network is used by 200 nomadic users simultaneously. The geographic distribution of users changes over time. In working days, the majority of Wi-Fi connections come from university buildings in the morning, from public places in the evening, and from student dorms during at night. During the weekend, connections come mainly from public places and dorms. It is often the case that many users (up to 20) connect from the same place and work close to each other. Students connect for free, and session durations range from a few minutes to several hours. In addition, the wireless access network is used by nonacademic users who buy Internet bandwidth from public operators (WISPs). At the moment there is only one WISP in UWiC, which serves both nomadic and residential users. The WISP has installed about 30 Hiperlan CPEs which are directly connected to the UWiC backbone. The third experimentation site corresponds to a specific set of nodes belonging to the TLI network. As a WISP, TLI provides already wireless access to its customers and regular IP services in the form of IPv4 and IPv6 and thanks to its participation to the IST-ANEMONE [12]. TLI has already deployed experimental MIPv6/NEMO nodes in Monreale in 2.4GHz and 5GHz unlicensed frequencies which are based on Mikrotik/Routeros for the backbone and Linux based for the Access. The TLI ULOOP experimentation site will therefore rely both on existing access points and new nodes where the open-source operating system of choice in ULOOP will be installed. The Access network will operate mainly on the regular 2.4GHz unlicensed frequency and it will be interconnected to the rest of the network by 5GHz backbone or fiber. The nodes will be available to the consortium and interconnected to the other partners via tunnelling techniques. For ULOOP experimentation, TLI envisions to provide 20 different APs located within Monreale, in specific locations to define during the project. The 2.4GHz Access Points in Monreale will be Linux based and will implement the ULOOP node distribution. The nodes to be used in the experiments will be isolated from the commercial backbone by specific equipment in order to prevent operational problems. Moreover, traffic due to the experiments is to be regularly monitored according to the Italian telecommunications legislation. It also must be noted that TLI participates to the Sicilian Living Lab [24], so in the future TLI expects to interconnect (where possible) the activities of the Sicilian Living Lab with the ULOOP experimentation in order to explore both the technical aspects and the business models like in previous work in rural areas [3]. 1.1.3.2 Demonstration Sites The second category of sites to be provided in the ULOOP pilot relate to demonstration sites. Two main demonstration sites are considered in ULOOP: i) Specific FON living community in Argüelles-Moncloa, Madrid, Spain; ii) São João da Madeira, Portugal. The demonstration sites are to be used during the last year of the project to validate and to disseminate the functionality and concepts developed. For such purpose, specific events will be performed in order to reach a Page 17 of 91 FP7-257418 ULOOP STREP large number of users simultaneously. The methodology followed on the demonstrations is explained in section 1.3 (WP5). The Argüelles-Moncloa district is within the range of the University district in Madrid, and hence is a highly populated neighbourhood, being the student share of the population the target users in ULOOP. The neighbourhood covers a large area and a population of circa 26 000 inhabitants. 10% of the population is under the age of 15, while 25% of the population is above 65 years of age. 34% of such population corresponds to students. The area is considered as a FON density project and hence, the partner FON will provide full control to such demonstration area. Currently, it contains around 360 FON active hotspots. Hence, equipment to rely upon is released under the control of FON, being users registered within the FON management suite. It should be noticed that the FON community users access the Internet by regular subscription, being the access provided by multiple operators. The S. João da Madeira Industrial Living-Lab (SJM-ILL) will be the second demonstration site. The LivingLab is provided and managed by Sanjotec, whom will enter the project as a third-party. SJM is a small council of 8 km2, located in the Northern Region of Portugal, which is part of the Entre Douro e Vouga subregion, located 40 km from Porto. It contemplates a population of 21.000 inhabitants and 370 industrial companies, mainly SMEs. The target end users of the SJM-ILL are the local SMEs of the shoe and automotive clusters, technological based enterprises and their customers. SJM is covered by WiMAX and Wi-Fi due to an initiative of SJM-ILL, which targets the global population (both residential and enterprise). Currently this infrastructure has a coverage rate of 60% of S. João da Madeira´s geographic area, although is envisaged that this coverage will increase to achieve 95%, due to the implementations of additional and newer equipment. With the current infrastructure there are on average approximately 2000 to 3000 users, with an expected significant increase of users in short term. Concerning the current end users, about 70% are residential 20% public institutions, 5% industrial and 5 visitors. The current SJM-ILL infrastructure is based on an optical fiber backbone (10km) onto which the WiMAX infrastructure is plugged. WiMAX equipment contemplates 3 WiMAX Base Stations, 28 intelligent mesh APs, as well as different storage and network management units. In annex to this proposal is a brochure describing the living-lab, and the wireless infrastructure of SJM-ILL. 1.1.4 Main Objectives and Expected Outcome In order to devise the concepts and software functionality and to achieve the vision described in the previous section, ULOOP will follow a two-step approach to develop novel functionality that relates mostly to OSI Layers 2 and 3, but that will take into consideration OSI Layer 1 functionality and most importantly, user expectations, as well as network policies. To better explain where the boundaries of ULOOP reside and which type of outcome is expected, Figure 6 provides a generic illustration of the Internet, where the location of SPs (ISPs, VO, ASPs), of Network Access Providers (NAP) as well as of the Internet end-user Customer Premises (CP) is pointed out. In this example two different NAPs provide Wi-Fi coverage to residential complementary Wi-Fi Internet access (privately owned WLANs), to Wi-Fi municipalities, or commercial hotspots. Page 18 of 91 FP7-257418 ULOOP STREP Service Provider 2 Mobility Management AAA QoS Mobility Management Edge Node AAA QoS Edge Node NAP A Resource Management NAP B Mobility Management Access Node Access Node User-provided localloop Future Internet Architecture, evolutionary expansion Service Provider 1 Passer-by Cooperation incentives WiFi Access Point/Router ULOOP Functionality Trust cloud built on-the-fly ULOOP WiFi Access Point/ Router Privately owned WLAN Figure 6: ULOOP operation location and boundaries. The aforementioned examples relate to different types of communities which represent an individual or a group of individuals that are willing, based upon specific cooperation incentives and also based upon on-thefly trust management setup, to share already existing subscribed Internet access. The core functionality to be developed in ULOOP is what will sustain such a notion of community, and also the adequate cooperation setup. By being based on existing Wi-Fi equipment, ULOOP will also consider existing Wi-Fi operation modes (infrastructure mode and mesh modes), which are today the most popular modes for the development of Wi-Fi communities on-the-go, or for user-empowerment related to DIYN [9]. As illustrated, ULOOP functionality will reside in user-equipment, Wi-Fi Access Points (APs), and also on the control plane of both NAP and SPs. In regards to both UE and APs, ULOOP functionality will be provided to the public domain in the form of open-source software modules which may be placed on APs or end-user devices that are Wi-Fi enabled. It is not within the scope of ULOOP to consider proprietary hardware, or make changes to closed systems. Instead, only open-source (e.g., OpenWRT-based) equipment is to be considered, from an AP perspective. From an end-user perspective, ULOOP will address the three main types of operating systems in use today, namely, Linux, Windows, as well as MacOS. The Linux version will also be devised having backward compatibility with Android [5] in mind and in close connection to the Wi-Fi Direct development1. The specific variants of each operating system to be considered will be taken care of during the project development. 1 The Wi-Fi Alliance expects the first specification to appear in mid 2010. Page 19 of 91 FP7-257418 ULOOP STREP Summarising, the main objectives in ULOOP therefore are: Outcome 1, to develop and validate identified core mechanisms that aid in the formation of a generic user-centric, robust, trustworthy, low-cost, and indirectly energy-efficient wireless local-loop. These core building blocks, which are further described in section 1.1.2.2 are: cooperation incentives and trust management; resource management; mobility aspects. In concrete terms of results, each building block is to be built from specification to prototype, and validated throughout the project lifetime (cf. WP3, section 1.3.3.3). Each of the building blocks will be delivered as software functionality (cf. List of Deliverables on section 1.3.2) expected to run on Customer Premises Equipment (CPE) and also on access equipment as described in section 1.1.5. Moreover, integration of the functionality developed is to be covered by task 3.4 (cf. WP3, section 1.3.3.3). In the end, the project will provide several software suites: one for each block that can be used in isolation, and a global software suite, an out-of-the-box software solution. A book explaining how this functionality can be used is to be provided by the end of the project. Moreover, ULOOP contemplates 2 industrial events intended for the operator and access markets. The software is to be made available in the project in public repositories (both source and binaries) in the end. While the project is ongoing the results will be limited by password authentication to the partners involved to avoid potential dissemination of results in a non pre-decided manner. Once the results are made public the server will have the results moved to a public directory where the results can be analysed as and when needed. Anonymous user data and records will be stored for statistical analysis. Financial details will not be stored on the server nor will any private data be stored on the server. The main milestones related to this objective are MS4 (Overall specification) in month 12; MS6 (ULOOP software suite) and MS8 (ULOOP large scale validation) in month 34. Outcome 2, to analyse the ULOOP impact on socio-economic sustainability and on telecommunications legislation. Based on specific use-cases that are to be defined in WP2 (cf. Section 1.3.3.2) ULOOP will provide a network neutrality analysis for ULOOP architectures, and also contribute with a survey on current Wi-Fi communities related legislation and use-cases. Main milestones related to this objective are MS3 (Socio-economic analysis, month 6). The analysis and studies to be performed in ULOOP are to be disseminated both to the R&D community as well as to related standardisation fora and bodies, following the dissemination plan described in WP5 (cf. Section 1.3.3.5). Outcome 3, to bring awareness and to impact current standardisation in regards to ULOOP concepts. A specific dissemination and standardisation plan is one of the main objectives of ULOOP. We intend to bring awareness to the possibilities that autonomous wireless architectures (such as the ones developed in ULOOP) open up, and to show the impact that the new concepts may have in related study groups, standardisation bodies, etc. In addition to the regular R&D tools, ULOOP will generate awareness by developing several events (cf. WP5) specifically organized and hosted by partners of the consorortium, having in mind to show the benefits of ULOOP to at least the main target groups: R&D community; European access operators and European alternative operators; Service Providers, and the Internet end-user. Such awareness will not only be performed along the project lifespan, but ULOOP will also provide an exploitation plan with a five-year vision post-ULOOP, where a roadmap will give insight on how ULOOP results can impact future Internet architectures (cf. D5.4, Exploitation plan). Outcome 4, to develop a pilot which will assist experimentation from a wide scale perspective, as well as assist global demonstrations, based on the willingness of real endusers (MS7, month 34). Page 20 of 91 FP7-257418 ULOOP STREP 1.2 Progress Beyond the State-of-The-Art 1.2.1 Empowering the End-User The new end-user centric networking architectures and the new role of the end-user as micro-provider (both a consumer and a provider of networking services) is a consequence of a paradigm shift in Internet services that started with the Peer-to-peer (P2P) model that , empowered end-users as active (Internet service) providers. FON and OpenSpark are living examples of user-centric networks. Whisher goes a step further into usercentric wireless models, by placing all the functionality in software integrated into the end-user device. In contrast to the model embodied by FON and OpenSpark, Whisher allows dynamic dispersion of Internet access points, since sharing connectivity points are mobile. All of these have in common an end-user empowerment in regards to the possibility and willingness to share subscribed Internet access. From an European IST perspective, the Open Broadband Access Networks (OBAN, FP6, 2004-2007) was dedicated to research on open access networks built upon existing (subscribed) WLAN access. OBAN viewed the Residential Gateway element as a convergence point for the aspects considered, and always from an access perspective. The Social Networking for Pervasive Adaptation (SOCIALNETS, FP7, FET, 20082011) is a recent project dedicated to the analysis and development of autonomic trust management systems, based upon the analysis of human trust behaviour and patterns, considering the Internet end-user as a consumer of services only. ULOOP goes beyond this state of the art, by addressing how to improve existing models, particularly in what concerns motivation and incentives to allow such cooperative approaches to spread. The modeling of the adoption of user-centric networks is therefore a central point in ULOOP. Another key differentiator of ULOOP with respect to technology that is available today is that any end-user device is seen as part of the network and as possible convergence points (not just the Residential Gateway as in OBAN or FON). Trust management and human behaviour are considered in ULOOP to empower the user with the capability to become an active (Internet service) provider. 1.2.2 Evolution of Telecommunication Wholesale Models Telecommunication markets worldwide are witnessing a strong evolution towards a full liberalization. The bundled model, where an (incumbent) NAP also incorporates the role of SP had a dominant position until 1999. The unbundling of access services allowed the appearance of SP-centric wholesale models where the end-user has a direct relation to an SP, which in turn relies on the infrastructure of one or several NAPs. This leads to a solution where the SP relies on a virtualized Internet architecture gathering physical resources from different NAPs. A step further into the virtualization of the Internet architecture is the role of virtual operator that provides some form of service (e.g., connectivity coordination) but that does not have its own infrastructure to provide the service. Mobile Virtual Network Operator (MVNO) is the most common example In NANs approach, neutrality is exploited to grant to the access infrastructure the features and the appeal of a full-fledged network by itself, which makes available to the end-users a sizeable set of services before they register with any SP. Users are allowed to associate with the NAN for free without pre-emptive registration. The User-centric paradigm for seamless mobility in future Internet (PERIMETER, FP7, 2008-2011) considers QoE criteria to provide the end-user with an Always Best Connected network for specific services, achieving a kind a virtualization. It also assists the access operator in adequate resource management which takes into consideration the end-user’s QoE expectations. By allowing wireless local-loops to expand in a robust and scalable way, to meet the user needs, ULOOP will give rise to an on-demand local-loop which is free of proprietary control. Moreover, it will enable the dynamic creation of user-provided trustworthy access islands which extend the coverage of existing NANs.. Page 21 of 91 FP7-257418 ULOOP STREP In addition, ULOOP will contribute to the network neutrality debate by providing a thorough analysis of the impact in wireless related legislation. 1.2.3 Making Wireless Architectures Autonomous Enabling the self-organization and automatic establishment of connectivity among involved entities, in order to accommodate future service needs is the core belief of BIONETS , an EU-funded project that gets inspiration from biological models. BIONETS aims to develop truly user-centric Internet models, allowing networks to naturally evolve and to become autonomous, accommodating new services and societal needs. HAGGLE approaches the user-centric and autonomic perspective going beyond current network paradigms by exploring application-driven (opportunistic) message forwarding, as well as the impact of human mobility on the network. SOCIALNETS follows the same line of thought but aiming to model networks according to human trust behaviour. Any of the above projects relate to autonomic networks but do not take into consideration all the technical and commercial potential that users playing the role of providers of Internet access may have. ULOOP will step beyond these approaches, by enabling autonomous user-provided wireless architectures to develop and to profit from users’ interaction with their social networks. 1.2.4 Expanding High Rates to the User: Wireless Broadband Access The last decade has witnessed several revolutions in telecommunications, and especially in the wireless area. Wi-Fi is now almost ubiquitous, while 3G, WiMAX and LTE are or will foster broadband wireless access without sacrificing the mobility. CARMEN, another EU funded project, has as main purpose to specify a wireless mesh network (with all nodes belonging to the same access operator) that complements existing access technologies in a low-cost and rapidly deployable way. CODIV targets cellular and WiMAX technologies. It aims to explore channel diversity and cooperation in order to enable the high bit rates of broadband access across wireless infrastructures, where the cooperative component is an enhancement of the conventional cellular infrastructure. A more recent development in terms of high rate and user-centric connectivity is the Wi-Fi Direct concept, which could on implementation revolutionise the way users and User Equipment (UE) interconnect. An explosion in the number of Wi-Fi interconnections between UEs within the range of each other is expected and this will give rise to new connectivity models, new services, and will strongly empower the end-user in terms of networking services. ULOOP is focused upon radio cooperation techniques that give the means to expand a neutral operator and low-cost architecture up to the end-user, in orderto give rise to new services. The ULOOP approach relies on the cooperation of user’s equipment and as such extends the concepts explored in mentioned projects to a wider domain of application. ULOOP will both evaluate evolutions promoted by the Wi-Fi Alliance, as well as contributing by means of direct involvement in the Wi-Fi Alliance. 1.2.5 The Perspective of the Access Operator: Remote Areas, Traffic Locality, and Service Differentiation Today, the Triple (or Quadruple) Play Internet subscriptions are the most common both in the bundled and in SP-centric models. It relies on wireless infrastructure deployed where users are, connected to a central core network where all the data goes through. Recent challenges such as taking advantage of the physical proximity of sources and destinations and therefore, to prevent traffic from crossing the full backbone when sources and destinations are “close” is not yet solved. Another challenge comes from the amazing success of mobile Internet mainly due to the introduction of iPhone and similar smartphones which has, in the recent years, created unexpected demand for traffic exceeding operators’ network capacity. A full update of the network with new technology (LTE) or new architecture (femto) requires a huge amount of investment in term of device installation and site rental. The communities and corresponding clouds of wireless device that ULOOP will assist in developing will address these issues in an efficient way. First and foremost, it will be possible to keep traffic local, namely, to take advantage of the physical proximity of sources and destinations. In addition, ULOOP will be a perfect solution for operators who will look for higher density at limited cost, letting them to rely on created Page 22 of 91 FP7-257418 ULOOP STREP communities, in order to provide the required resources to demanding users at specific instants in time. This will offer an energy-efficient and cost optimized solution to increase density of the operators’ networks. Second, the subscription relation between the end-user and the access operator can be strengthened by having the access operator empowering the end-user with partial networking functionality, in a way that is completely transparent to the end-user. In other words: such cooperative model (based upon Internet service micro-generation) gives the means for the access operator to provide value-added services that are more appealing to the end-user and that go beyond regular subscriptions, common today both in the bundled and in SP-centric models. For instance, models such as the one embodied today by FON or OpenSpark, when used in strong cooperation with access providers, give the means to access providers to offer Internet access subscriptions with worldwide wireless roaming included, which is a differentiating service towards competitors. ULOOP will explore new services and business opportunities, from a perspective where communities cooperate with the access. 1.2.6 Advances in 802.11 The IEEE 802.11 overall work has seen, in the last year a culmination of new concepts of which the ones to highlight in regards to ULOOP is the work in relation to cooperative relaying, multihop routing, and selforganization aspects. Most work related to cooperative environments (such as ULOOP) has been focused in cooperative relaying, being the key aspect taking advantage of overhearing. For ULOOP, cooperation is to be tackled on the networking layer and be based upon a specific cooperation incentive mechanism, which takes into consideration social behaviour. In terms of multihop routing, several enhancements have recently been provided, the most relevant of which being IEEE 802.11s as the basis for mesh networking. ULOOP is however focused on user-centric environments, of which mesh is one case. Regular hotspots are expected to be the majority of autonomous wireless communities that ULOOP wants to address. Another relevant difference is that ULOOP considers multihop networking from a perspective where traffic crosses only a few hops (1 to 3 hops) as happens in today’s wireless infrastructures. ULOOP will synchronize the concepts being developed with the advances in IEEE 802.11, and will ensure that the latest updates in the form of concepts and also of products (e.g. SIM cards incorporating Wi-Fi like what happens with the Sagem/Telefonica prototype SIMFi) are considered in the design of the overall framework, and of the main building blocks. 1.2.7 Advances in 802.21 The IEEE 802.21 working group (see www.ieee802.org/21) recently finalized the first standard for dealing with handovers in heterogeneous networks, also called Media-Independent Handovers (MIH). The standard is expected to allow mobile users (and operators) to take full advantage of overlapping and diverse access networks. It provides a framework for efficiently discovering networks within range and executing intelligent heterogeneous handovers, based on their respective capabilities and current link conditions. Multiradio power management (MRPM) has recently been proposed within the IEEE 802.21 standardization forum, including the introduction of a new IEEE 802.21 architectural entity called the network radio proxy (NRP), which will enable MRPM in IEEE 802.21 enhanced networks. Several scenarios has been discussed, including employing the currently used interface to wake up another radio interface, putting several interfaces into idle mode, as well as configuring idle interfaces when a mobile node enters a particular coverage area. Nevertheless, engineering standard solutions for multi-access paging remains work in progress. To this end, the IEEE 802.21 Working Group is currently pursuing this in IEEE 802.21c. The amendment will introduce media independent.primitives for MRPM, extending the command and event services of IEEE 802.21-2008. Furthermore, NRP will represent a multi-access device to candidate network(s) before the corresponding network interface is turned on. Despite earlier high expectation, in terms of IEEE 802.21 implementation and deployment, unfortunately, there has been very slow progress. There is currently no publicly available implementation, although some researchers have reported some progress in this area. A reference implementation is also missing. Page 23 of 91 FP7-257418 ULOOP STREP The ULOOP consortium will pay close attention to all developments in IEEE 802.21 and will play an active role in promoting certain key innovations for standardization as the project progresses and opportunities arise. For example, one of the consortium vendors, Huawei Technologies, holds the vice-chair position in IEEE 802.21 Task Group c (Optimized Single Radio Handover Solutions) and will monitor all activities related to ULOOP. In short, through active engagement the will not find its work made irrelevant by standardization advances.Legislation and Wireless Communities User-centric networking models such as the ones to be explored in ULOOP have strong implications in terms of telecommunication's market legislation and today there are only a few cases that provide concrete legislation concerning wireless communities, where sharing on connectivity or of additional resources may occur[22]. As mentioned in [28] there are a few cases of access providers offering shared Wi-Fi services, and there is today a clear consensus belief in products that allow limited sharing, e.g. SIMFi, or MiFi. The main concern with legislation impact relates to the recent laws concerning privacy (e.g. the French HADOPI regulation) and non-repudiation, as well as user traceability. ULOOP will tackle these aspects on WP2, WP3, and WP4, in three main fronts: i) how to assist users in terms of traceability; ii) how to guarantee user privacy; iii) how to provide confidentiality when necessary. Traceability is of particular relevance to the economic sustainability in ULOOP, given that in order for these user-centric models to prevail there is the need to assist the operator in understanding who did a specific action and also in allowing users sharing networking resources to able to claim not having done a specific action (repudiation), otherwise he/she may see his Internet connection blocked or event have to deal with legal actions. In what concerns data privacy, ULOOP will ensure tracking of users according to the most recent legislation. In regards to data confidentiality, the trust management concepts pursued in ULOOP will assist in lowering the barriers posed by current confidentiality mechanisms, without the need to consider complex third-party certifiers or revokers. 1.2.8 Related EU IST Activities This section provides a brief description concerning related activities within EU IST. In ULOOP, strong synergies are expected with some of the ongoing activities, which are further explained in section 1.3.3, under Detailed Work Description. Out of the analysed activities, the ones that are closest to the topics pursued in ULOOP are OBAN, HAGGLE, as well as PERIMETER. The Open Broadband Access Networks (OBAN, FP6, 2004-2007) is the project that shares more common items with ULOOP. OBAN was dedicated to research on open access networks built upon existing (subscribed) WLAN access. OBAN viewed the Residential Gateway element as a convergence point for the aspects considered, and always from an access perspective. Main aspects addressed in OBAN were mobility management, AAA, QoS, inter-provider management. Albeit addressing also WLANs, there is a diverging vision in ULOOP. Firstly, any end-user device is seen as part of the network and as a possible convergence point (not just the Residential Gateway as in OBAN). Secondly, main aspect in ULOOP is the aim to motivate (from a technical and business perspective) cooperation as a basis for a robust wireless local-loop. Aspects such as QoS, AAA are to be derived from results obtained in OBAN, but are not the core in ULOOP. Thirdly, ULOOP considers the perspective from the access and from the end-user, attempting to show how Internet stakeholders can take advantage of ULOOP to enable service differentiation and also to assist in lowering OPEX/CAPEX on the access. Fourthly, ULOOP will cover mechanisms which will provide available resource usage optimization. The An Innovative Paradigm for Autonomic Opportunistic Communication (HAGGLE, FP7, 2006-2010) shares with ULOOP the general topic on user-centric, autonomic networks. However, HAGGLE is focused on application-driven (opportunistic) message forwarding. In contrast, ULOOP is focused on network driven routing or relaying, based on cooperation incentives. The User-centric paradigm for seamless mobility in future Internet (PERIMETER, FP7, 2008-2011) is focused on global mobility management from an application layer perspective. PERIMETER considers QoE (distributed A3M) criteria to provide the end-user with an Always Best Connected network for specific services. PERIMETER also assists the access operator in adequate resource management which takes into Page 24 of 91 FP7-257418 ULOOP STREP consideration the end-user’s QoE expectations. ULOOP will consider results from PERIMETER related with identity management (key to trust management) as well as the analysis performed in terms of integration of QoE aspects. The Social Networking for Pervasive Adaptation (SOCIALNETS, FP7, FET, 2008-2011) is a recent project dedicated to the analysis and development of autonomic trust management systems, based upon the analysis of human trust behaviour and patterns. While in Socialnets the Internet end-user is a consumer of services, in ULOOP the Internet end-user becomes a consumer and provider of Internet services. This is a main differentiating aspect of ULOOP which however expects to consider some aspects of human behaviour from Socialnets. It should also be highlighted that trust management is the key focus of Socialnets, while ULOOP provides a broader perspective which is focused on the evolution of Internet architectures. The All-Wireless Mobile Network Architecture (WIP, FP7, 2006-2009) project was focused on the design and validation of an all-wireless interconnection architecture. Such architecture considered the most varied aspects of an advanced wireless transmission, e.g., mesh networking, cross-layer optimization, mechanisms for seamless mobility, but always from an access perspective. In contrast, ULOOP considers the current Internet multi-access technology and is based on a user-centric perspective, being resource management and network operations based on the user QoE. Furthermore, in ULOOP integration aspects relate to the access, to the user, as well as to the support of Internet services, and not to mesh integration as happened in WIP. Another differentiating aspect of ULOOP is that it is based upon existing WLAN shared resources. The Enhanced Wireless Communication Systems Employing Cooperative Diversity (CODIV, FP7 20082011) explores channel diversity and cooperation in order to enable high bit rates in 3G/WIMAX environments. The cooperation component is restricted to cellular environments. ULOOP also addresses cooperation but in a way that is transparent to access technology. Furthermore, ULOOP integrates new aspects such as trust management, incentives to cooperate, micro-generation as potential Internet business models (user as micro-provider; cooperation with the access operator). The Publish-subscribe Internet Routing Paradigm (PSIRP, 2008-2010) is focused on the development of a novel end-to-end architecture, where routing is information-driven, based on the paradigm of publishsubscriber routing. Routing aspects in ULOOP will take into consideration but not be restricted to results from PSIRP. The Designing Advanced network Interfaces for the Delivery and Administration of Location independent, Optimized personal Services (DAIDALOS, FP6, 2005-2008) focused on an architecture for 3G and beyond, where the purpose was to assist in efficient service distribution across a multi-access architecture. 1.2.9 Summary of ULOOP Key Innovation Items ULOOP combines three main differentiating aspects in terms of innovation: i) functionality capable of developing autonomic wireless communities (wireless local-loop) based on pre-existing infrastructures; ii) development and validation of the functionality based on large-scale realistic settings (ULOOP pilot); iii) analysis of current legislation and exploitation of new business models. The key innovation aspects in ULOOP can be enumerated as follows: Addresses the user as a key component of networking services in future Internet architectures. ULOOP builds upon current (commercial) examples and addresses how to improve such user-centric schemes. Moreover, it explores legislation implications, new services and business opportunities that are expected to be community-driven. Contributes to a better definition of network neutrality and of future Internet wholesale models. ULOOP will rely on existing WLANs and hence, a wireless local-loop is to be sustained, free of proprietary control. Such aspect is crucial to the current debate on network neutrality, and also to explore new business models such as OANs and NANs. Explores cooperative diversity based on OSI Layer 2 and OSI Layer 3 mechanisms. The purpose of such exploration is to enable high bit rates of the wireless local-loop, in a way that makes it compatible with current broadband access rates. Page 25 of 91 FP7-257418 ULOOP STREP Combines user-centricity both from the access and from the end-user perspective. One of the main aspects to pursue in ULOOP is the analysis of how can all Internet stakeholders enable service differentiation and also lower OPEX/CAPEX on the access, by making networking services usercentric. Addresses trust management as a main aspect to sustain on-the-fly wireless local-loops. ULOOP will consider work from related activities (e.g. PERIMETER and SOCIALNETS) to analyse how to develop on-the-fly trust networks, in a way that sustains robust wireless local-loops. 1.2.10 Criteria and Performance Indicators ULOOP advocates speeding up the development of the Future Internet architectures, based on existing technologies and neutral operation model. By sustaining the autonomic development of ULOOP architectures and its interconnection to the current Internet, ULOOP is contributing to the development of the Future Internet architecture with strong impact, given that such Future Internet architecture will grow beyond the reach of the regular incumbent. 1.2.10.1.1 Qualitative Aspects Qualitative aspects are here described in terms of the main expected project outcome : Outcome 1 (software functionality) indicators. The performance of the software developed will be evaluated based on a specific test plan which is to be devised in WP3 (cf. Task 3.4) and which will consider not only the regular measures (e.g. delay, packet loss, throughput) but also user experience measures. User experience qualitative measures are to be defined in WP2 (cf. Task 2.1) and minimum requirements are to be considered in Task 3.4. Moreover, scalability of the software developed is to be qualitatively evaluated based upon the number of successful simultaneous users that are able to access ULOOP demos (cf. MS11, months 35 and 36). Outcome 2 (socio-economic and legislation impact) indicators. The qualitative analysis for this outcome is to be derived through the two industrial workshops that are to be organized in the second and third year of the project. In such events, a survey is to be provided to the participants, being this survey to be defined also in WP2. Outcome 3 (impact on standardisation) indicators. The qualitative analysis of the impact on standardisation is tightly related to the ULOOP results that will be provided to related standardisation bodies or fora. Such analysis is to be provided on a specific chapter of the final project report, and will consider different levels of impact. For instance, it will be mentioned if ULOOP results generate new standards, become part of already existing standards, or if such results assist in deriving new guidelines for specific study or working groups. Outcome 4 (pilot and demonstrations). The qualitative measurement of the demonstrations is to be provided in the final project report, through an analysis of the success of the demonstrations both in terms of users and of different market shares. Moreover, such qualitative success is also to be backed up by surveys that are to be provided to users during the demonstrations. 1.2.10.1.2 Quantitative Aspects Table 1 provides a global perspective on the minimum expected outcome of ULOOP. This outcome relates to the expected milestones and deliverables, and its description here is merely provided as a minimum guideline to the results expected to be achieved in ULOOP. Table 1:Minimum quantitative success indicators in ULOOP Indicator Scope Year 1 Year 2 Year 3 A – Publications Books 1 Page 26 of 91 FP7-257418 ULOOP STREP Papers in journals 11 22 30 In scientific meetings 5 11 30 In industrial meetings 2 5 10 Technical Reports 5 6 4 Industrial Event 1 1 B – Communications C – Reports D – Organization of Events Scientific Event 1 1 E – Advanced Training PhD Theses 10 MSc theses 10 10 Others (e.g. courses in PhD programmes, summer schools, etc) 5 5 Software Modules/suites 3 4 Testbed 5 F – Computational Applications G – Prototypes Demo prototype 1 I – Standardisation Fora, Technology platforms, Support Actions Reporting participation 5 5 5 White paper participation 4 10 10 3 3 Standard participation 1.3 S/T methodology and associated work plan 1.3.1 Overall strategy and general description The global work plan of ULOOP has been split into five (5) work packages (WPs) for a lifespan of three years, Out of the five WPs, the first one (WP1) is dedicated to the project management and coordination. WP5 is dedicated to all the activities related with dissemination, demonstration, as well as exploitation of results. The remainder three WPs (WP2, WP3, WP4) represent the core of the technical work in ULOOP, from specification to validation. WP1 (Project Coordination and Management) relates to the global coordination and management of ULOOP. As described in section 2, the global project coordination is to be performed by ALBLF and the scientific coordination is provided by INESC Porto. All partners will be involved in the global decisions. A specific quality assessment committee will ensure that the goals of the project are not only met, but will have the highest quality. WP1 is therefore considered as MGT. WP2 (ULOOP Framework) relates to the definition of the ULOOP framework, including constraints, assumptions, as well as requirements. It will start by addressing in parallel technical use-cases and socioeconomic sustainability, to then devise the global architecture specification. The technical use-cases will assist not only in deriving adequate requirements and assumptions but will also be the basis for the design of Page 27 of 91 FP7-257418 ULOOP STREP test beds and the ULOOP pilot in WP4. Such use-cases are to be devised with fine-grained details, and clearly stating the functionality and aspects that should be addressed in WP3 and WP4, and the aspects that are to be obtained from other related work (outside the boundaries of ULOOP). WP2 is therefore considered as RTD. The socio-economic sustainability analysis to be performed within this WP is considered essential to motivate and to assist in providing Internet stakeholders with a clear perspective on the impact of ULOOP results into current wholesale models and current telecommunications legislation. The global architecture specification to be devised in WP2 will take into consideration the input from both the technical use-cases definition and the socio-economic sustainability analysis. The outcome of the global architecture specification will ensure synchronization across the different WPs and tasks in ULOOP and will assist in providing an easier integration into the ULOOP pilot. It should be highlighted that the specification of the use-cases includes the involvement of all partners. The main outcome of WP2 is therefore the full-fledged ULOOP specification. WP3 (ULOOP Framework Design and Implementation) is dedicated to the devising and implementation of the ULOOP functionality. It covers the aspects described in section 1.1.2.2. (ULOOP Main Building Blocks). Cooperation incentives and trust management, resource management, as well as mobility are aspects that will first be addressed in isolation but based upon the global specification and the full outcome of WP2. The technical use-cases are common and hence each set of functionality is to be added to a specific part of the global framework. Within WP3 a specific task is to be dedicated to the integration of the functionality derived from each block separately. In other words, the full operation of an ULOOP-enabled node and how it will communicate with peers is to be ensured by a task that provides the integration. It should be highlighted that in WP3, validation is expected based upon tools such as simulators, emulators, but also local testbeds. The main outcome of WP3 is a prototype, i.e., a software image as specified in section 1.1.1.5 (Main Outcome). WP3 is therefore considered as RTD. WP4 (Pilot Deployment and Validation) is dedicated to the full installation of the ULOOP pilot. This comprises global setup based upon the outcome of WP2, as well as setup of each of the pilot sites presented in section 1.1.3 (ULOOP Pilot: Validation and Demonstration). This implies not only local setup, but also defining where and how will the ULOOP functionality be provided. WP4 is therefore considered as RTD. The outcome of WP3 is to be provided to WP4 to be validated on the respective sites. Demonstration sites are also to be adequately setup for demonstrations on a later phase. WP5 (Dissemination and Exploitation) covers the adequate dissemination of results in ULOOP, not only by recurring to regular tools such as conference or journal publications, but also by actively providing contributions to related standardisation bodies and technical platforms where partners have specific involvement. Exploitation of results is also to be addressed in this WP. A key aspect to mention is that WP5 includes a task which relates to demonstration aspects, Task 5.1, given that several events will be organized with the single purpose of providing large-scale demonstration environments. In addition to the previously listed projects, it is worth mentioning OneLab (and OneLab2) project that aims to develop federation mechanisms in order to allow consistent experimentations over several testbeds. Although not directly related to ULOOP, results from OneLab2 project, and more precisely wireless related results, will be used for experimentation purposes, this will allow ULOOP to leverage on best practices and to rapidly and efficiently setup means for experimentation validation. Given that WP5 incorporates one task under the DEM category, and two tasks under the RTD category, the WP has been considered to globally be under the OTHER category. . In addition to the previously listed projects, it is worth to mention OneLab (and OneLab2) project that aims to develop federation mechanisms in order to allow consistent experimentations over several testbeds. Although not directly related to ULOOP, results from OneLab2 project, and more precisely wireless related results, will be used for experimentation purposes, this will allow ULOOP to leverage on best practices and to rapidly and efficiently setup means for experimentation validation. Page 28 of 91 FP7-257418 ULOOP 1.3.2 STREP Timing of work packages and their components ULOOP planning is here presented in the form of its Gantt (cf. Figure 7) chart. The Gantt chart provides information concerning WP and task duration. It also includes the full set of milestones and deliverables. As illustrated, the project is expected to generate a reasonable amount of deliverables (32 for the 3 year lifespan) and 52 milestones. Figure 7: Gantt chart. The development of the different ULOOP aspects across time is given in Figure 8, which shows how work will be distributed across time within WP2 to WP5. As shown, the first project year is dedicated to the full specification of the ULOOP framework, including overall specification (constrains, requirements, boundaries) and also specification (including state-of-the-art) of the different blocks that are the core of the ULOOP functionality. This content is the basis for the remainder work in the project, being the dependencies across WPs and Tasks shown in Figure 9. The second year of ULOOP is dedicated to implementation and validation of the functionality, being the main outcome of this year the ULOOP software suite as described in WP2 (cf. section 1.3.3.2). The second year is also dedicated to the setup of the pilot, including both testbeds and demonstration sites in Madrid and São João da Madeira. The third year of ULOOP has as main target the development of the pilot and also of the demonstrations. This includes work from WP4 mostly, but also refined functionality from WP3. Across the three years is the work developed in WP5, where dissemination is to be performed regularly as specified in section 1.3.3.5. In addition, WP5 will coordinate the organization of several events, as well as project publicity. Page 29 of 91 FP7-257418 ULOOP STREP ULOOP Design and Implementation ULOOP Framework Year 2 Year 1 WP2 WP3 Year 3 Scenarios and framework specified Building blocks implemented and locally validated Building blocks specified Integration aspects specified Refined functionality Testbeds and demo sites setup and ready to work Pilot specification and setup WP4 WP5 ULOOP Pilot, Training, and Demonstrations Website Regular dissemination 1 industrial event 1 scientific workshop Standardisation contributions 1 industrial event 1 scientific workshop Training events Figure 8: ULOOP, technical content distribution over time. T 1.2: C oordination and Manag ement WP 1: C oordination and Management •O verall Management •E C liais on C oordination P eriodic reporting/meetings C oordination P eriodic reporting/meetings •C ooperation incentive s chemes and models •B uild T rus t networks on-the-fly •Apply identity management T 2.2: S oc io-ec onomic s us tainability T 3.2: R es ourc e Manag ement •R obus tnes s and fairnes s •C onges tion control •B us ines s models •L egis lation s urvey and implications T 2.3: O verall S pec ific ation T 3.3: Mobility As pec ts •G lobal architecture •Interfacing to legacy s ys tems •B oundaries WP2: ULOOP Framework D eliverables , events C oordination P eriodic reporting/meetings T 3.1: C ooperation Inc entives and T rus t Manag ement T 2.1: T ec hnic al Us e C as es •As s umptions •C ons trains •R equirements •F ine-grained us e-cas es •Handover optimization •Mobility modelling as network optimization tool WP3: ULOOP Framework Design and Implementation T 1.2: S c ientific C oordination •S cientific coordination •R is k management •L iais on to other E U activities T 4.1: P ilot S etup •O verall pilot s cheme •G lobal pilot s etup T 4.2: T es tbeds Deployment and Validation •R oadmap for tes tbed deployment •C onfiguration of each s ite •Integration feedback to WP 3 T 4.3: Demons tration S ites Deployment and Validation •S etup for the two demons tration s ites •F eedback to training events in WP 5 WP4: Pilot Deployment and Validation D eliverables , events D eliverables , events WP 5: D is s emination and E xploitation T 5.1: Dis s emination and E vent O rg aniz ation •D is s emination of res ults •E vent organization T 5.2: S tandardis ation Monitoring and C ontribution •C ontribution to S tandardis ation bodies •C ontribution to technology platforms Figure 9: WP and tasks dependencies. Page 30 of 91 T 5.3: E xploitation of R es ults •UL O O P after-project life •5 year roadmap 8 Demos FP7-257418 ULOOP STREP Table 1.3a: Work package list. Work package No2 Work package title Type of activity3 Lead partic no.4 Lead partic. short name Personmonths Start month6 5 End month 6 1 Project Coordination & Management MGT 1 ALBLF 54 M1 M36 2 ULOOP Framework RTD 5 TUB 68 M1 M12 3 ULOOP Framework Design & Implementation RTD 2 INESC Porto 274 M7 M33 4 Pilot Deployment and Validation RTD 8 TLI 125 M18 M34 5 Dissemination and Exploitation RTD 6 UniK 89 M1 M36 TOTAL 610 2 Work package number: WP 1 – WP n. 3 Please indicate one activity per work package: RTD = Research and technological development; DEM = Demonstration; MGT = Management of the consortium 4 Number of the participant leading the work in this work package. 5 The total number of person-months allocated to each work package. 6 Measured in months from the project start date (month 1). Page 31 of 91 FP7-257418 ULOOP STREP Table 1.3b: Deliverables list. Del. no. Deliverable name WP no. Nature8 7 Dissemi -nation level 9 Delivery date10 (proj. month) 1.1 D1.1: Project Presentation 1 P PU M1 1.2 D1.2: Quality Plan (M2) 1 R CO M2 1.3 D1.3 : Risk Analysis and Review (M18) 1 R CO M18 CO M4, M8, M12,M16 , M24, M28, M32,M36 1.4 D1.4 : Periodic Management Reports 1 R 1.5 D1.5: Yearly Reports 1 R CO M12, M24, M36 1.6 D.16 Final Report 1 R PU M36 2.1 D2.1: Technical use-cases 2 R PU M6 2.2 D2.2: Socio-economic sustainability report 2 R PU M6 2.3 D2.3 : ULOOP overall specification 2 R PU M12 3.1 D3.1:Cooperation Incentives and Trust Management Preprototype Software 3 O CO M21 3 O CO M21 3.2 D3.2: Resource Management 7 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 work package 4. 8 Please indicate the nature of the deliverable using one of the following codes: R = Report, P = Prototype, D = Demonstrator, O = Other 9 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). 10 Measured in months from the project start date (month 1). Page 32 of 91 FP7-257418 ULOOP STREP Pre-prototype Software 3.3 D3.3: Mobility Aspects Preprototype Software 3 O CO M21 3.4 D3.4: Cooperation Incentives and Trust Management Specification and Refined Software 3 R,O CO M24 3.5 D3.5: Resource Management Specification and Refined Software 3 R,O CO M24 3.6 D3.6: Mobility Aspects Specification and Refined Software 3 R,O CO M24 3.7 D3.7: Suite 3 O CO M27 3.8 D3.8: ULOOP Framework Design and Implementation Report 3 R PU M34 3.9 D3.9: Suite 3 P PU M34 4.1 D4.1 Pilot setup report 4 R PU M24 4.2 D4.2 Pilot validation and deployment report 4 R PU M34 5.1 D5.1 Initial exploitation and dissemination report 5 R PU M12 5.2 D5.2 Standardisation report 5 R PU M24 5.3 D5.3 Final exploitation and dissemination report 5 R PU M36 5.4 D5.4: Exploitation Plan 5 R PU M36 5.5 D5.5: Training Scheme and Guidebook 5 R PU M30 ULOOP ULOOP Software Software Table 1.3. c: List of Milestones. Milestone number 11 Milestone name Work package(s) involved Expected date 11 Means of verification12 Measured in months from the project start date (month 1). 12 Show how you will confirm that the milestone has been attained. Refer to indicators if appropriate. For example: a laboratory prototype completed and running flawlessly; software released and validated by a user group; field survey complete and data quality validated. Page 33 of 91 FP7-257418 ULOOP STREP MS1 M1.1: Project Internal Review and Quality Assessment M4,M8, M12,M16, M20, M24, 1 M28, M32, M36 QMR Reports MS2 M1.2: Meetings M3,M6,M9,M12,M15, M18, M21, M24, M27, M30, M33, 1 M36 Report, Meetings, Minutes MS3 M2.1.: Socioeconomic analysis 2 M6 Report MS4 M2.2: Overall specification 2 M12 Report MS5 M3.1.: Prerelease ULOOP Software Suite 3 M27 Prototype MS6 M3.2: ULOOP software suite 3 M34 Prototype MS7 M4.1.: ULOOP Pilot 4 M34 Report MS8 M4.2: ULOOP large-scale validation 4 M34 Pilot, demonstration events MS9 M5.1: Website development and periodic updates M1,M3,M6,M12,M15,M18,M21 5 ,M24,M27,M30,M33,M36 Website MS10 M5.2: Standardisation report 5 M12, M18, M24, M30, M36 Reports MS11 M5.3: Demonstrations 5 M35, M36 Demonstrations MS12 M5.4: Exploitation roadmap 5 M36 Report SC Page 34 of 91 FP7-257418 ULOOP 1.3.3 STREP Work Package Description 1.3.3.1 WP1: Project Coordination and Management Work package number 1 M1 Work package title WP1: Project Coordination and Management Activity type13 MGT Participant number 1 2 3 4 5 6 7 8 9 10 11 Participant short name ALBLF INESC Porto HWDU ARIA CMS FON TUB UniK UNIGE TLI UniUrb Personmonths per participant 12 11 3 5 2 4 6 3 2 3 3 Start date or starting event: Objectives: This work package includes the overall project management as well as the scientific coordination. Main objectives to pursue include excellence in terms of consortium operation and innovation; efficient and timely monitoring of resources and financial expenditures, as well as fulfilment of contractual obligations and reporting. In addition, a Quality Assurance plan is to be set in the form of definition and monitoring of procedures and metrics, as well as in the form of progress and risk monitoring. Main expected outcome relates to quality management; scientific and management leadership. Description of work: Work package 1 is lead by ALBLF and its content is split into two different tasks. Although the responsibility of the WP belongs to the WP leader, success of this WP will be ensured by the close cooperation of one leading industrial partner, Alcatel-Lucent, and the scientific coordinator entity, INESC Porto. Task 1.1. Project Management (leader: ALBLF) This task is lead by ALBLF and all partners participate in it. ALBLF will pursue the project administrative and financial coordination, including the following aspects: 13 Liaison to the EC representatives in matters of administration and finance. Handling of all the administrative and financial tasks connected with the activities of the consortium, such as management of human resources, periodic reports, contract amendments, Please indicate one activity per work package: RTD = Research and technological development; DEM = Demonstration; MGT = Management of the consortium. Page 35 of 91 FP7-257418 ULOOP STREP preparation of cost statements, financial supervision, funding redistribution, planning and monitoring of activities, reporting and administration. Adequate support to all project events. Task 1.2. Scientific and Technological Coordination (leader: INESC Porto) The task is lead by INESC Porto and all partners participate in it. The IAN team of INESC Porto pursues the project coordination in scientific and technological terms, including the following aspects: Supervision and review of the completion of the project milestones and deliverables. Guarantee of an efficient communication environment for the management of the project. Support of a reliable communication flow among activities and participants. Coordination of the Quality Assurance team and definition of a Quality plan, including tools and metrics. Definition of a procedure for identifying, estimating, treating and monitoring risks. Ensure delivery of the scientific objectives as per the project’s work plan. Chair the Scientific Committee and coordinate its work. Coordinate all actions among all the project scientific participants. Coordinate all interactions between the EC and the project, regarding scientific matters. Assessment of work and achievements of the work packages. Assume the responsibility of the scientific contents of the project deliverables by assuring the quality produced meets the project’s standards. Take corrective actions, as/if necessary. Technical risks analysis and contingency planning. Interaction with other 6th and 7th Framework projects and other R&D national/international programs. Deliverables and Month of Delivery: D1.1: Project Presentation (R,PU,M3) D1.2: Quality Plan (R,CO,M2) D1.3 : Risk Analysis and Review (R,CO,M18) D1.4 : Periodic Quality Management Reports (R,CO,M4, M8, M12, M16, M20, M24, M28, M32, M36) D1.5: Yearly Reports (R, CO, M12, M24, M36) D1.6: Final Project Report (R, PU, M36/M37) Milestones and Main Expected Results: MS1- M1.1: Project Internal Review and Quality Assessment (M6, M12, M18, M24,M30, M36) MS2- M1.2: SC Meetings (M3, M6, M9, M12, M15, M18, M21, M24, M27, M30, M33, M36) Page 36 of 91 FP7-257418 ULOOP STREP 1.3.3.2 WP2: ULOOP Framework Work package number 2 Work package title WP2: ULOOP Framework Activity type14 RTD Participant number 1 Participant short name ALBLF INESC HWDU ARIA Porto 4 Personmonths per participant M1 Start date or starting event: 2 5 3 5 4 9 5 6 7 8 9 10 11 CMS FON TUB UniK UNIGE TLI UniUrb 5 7 9 5 4 6 9 Objectives: The main objective of this WP is to establish realistic boundaries and requirements for the functionality to be developed in ULOOP. This will be achieved by first devising a set of specific technical use-cases with finegrained detail. These use-cases will guide the development in WP3 and that will later be utilized for evaluation and testing in WP4. In addition, an analysis of socio-economic sustainability and telecommunications impact, as well as of technical interoperability aspects with the legacy systems will be carried out in this WP. WP2 main goals are: To specify the global technical specifications, including the assumptions, requirements, and constraints, to draw the ULOOP boundaries clearly, and to provide guidelines on what can be expected or used. To develop a set of realistic technical use-cases that will serve as basis for the development of ULOOP architecture and functionality, and eventually for validation of the developed system. To provide a study of economic viability for the ULOOP functionality as basis for wireless localloops, focusing on the economic/business challenges and opportunities of user-centric networking. To provide an analysis on how ULOOP results may assist in leveraging network neutrality. Main expected outcome relates to the overall framework specification, as well as to an analysis of its socioeconomic impact, based on current legislation. Description: 14 Please indicate one activity per work package: RTD = Research and technological development; DEM = Demonstration; MGT = Management of the consortium. Page 37 of 91 FP7-257418 ULOOP STREP WP leader: TUB WP2 sets the framework for the design and development of ULOOP architecture and core functionality. Realistic use cases depicting self-organizing and user-friendly formation of user-centric local loops will be produced in Task 2.1 in order to form the boundaries and functional specifications of the system to be developed. The use cases will also serve as an initial basis for Task 2.2, which will consider the socioeconomic sustainability issues for ULOOP and produce guidelines for WP3 on these perspectives. The tasks within this WP are detailed next. Task 2.1. Technical Use-Cases (Leader: FON) This task is lead by FON and all partners participate in it. The task focuses on establishing realistic boundaries and requirements for the functionality to be developed in ULOOP. Constraints, assumptions as well as enhancement criteria to assume are to be developed within this task. In addition, the task will provide a set of scenarios to be used in WP4 for validation and demonstration. Technical use-cases are to be provided with fine-grained detail, and having in mind realistic scenarios based on today’s Internet. Details will include technology and functionality that is required and is available, as well as technology that may be necessary. The basis for the technical use-cases will take into consideration models of today’s user-provided networks, ranging from commercial examples, covering also municipality Wi-Fi topics, as well as other types of community wireless networks. Integration aspects to the access, e.g., how AAA or resource management, as well as QoE can be met are crucial topics to consider. Out of the technical scenarios a set of specific assumptions, constrains, and requirements will be listed, to assist both the high-level and low-level design of the ULOOP functionality in WP3. The main goals of this task are: To devise a specific set of technical scenarios, clearly identifying technical constraints and requirements which will assist the development of WP3 and WP4. To provide input to the overall ULOOP specification (to be performed in Task 2.3). Task 2.2. Socio-economic Sustainability (Leader: UniUrb) The task is lead by UniUrb and the following partners participate in it: FON, ARIA, TLI, UniUrb. This task focuses on the socio-economic sustainability of user-centric networking and on the impact of regulation, business models, technology, public policies, and incentive schemes on it. Taking into consideration the use cases that T2.1 will define in parallel,, T2.2 will start by addressing the different models of UPNs currently available. Task 2.2 will also provide input concerning the impact of ULOOP in network neutrality, and also by considering specific examples, e.g., the recent and notorious HADOPI French law and its impact on network neutrality. The analysis to be carried out in Task 2.2 is essential to produce guidelines that will affect the design and development phase (WP3). Strongly relevant to this task is also an analysis of current micro-generation models being applied to the energy sector, which are relevant to consider in ULOOP, given that such models show similarities to the user-empowerment that ULOOP will speed up, both in terms of Internet connectivity, or in terms of other types of networking services, e.g., mobility management. The task will provide an analysis of current status on the micro-generation models and how they may be applied to ULOOP, from a networking perspective. Moreover, the complex behaviour emerging from the interaction of many different entities and the so-called computable general equilibrium (CGE) of the ULOOP system will be studied. Simulations will be applied both to user-centric networks and to traditional access network models to be used as terms of comparison. Models will be parameterized in terms of boundary conditions, design choices, business models, and size in order to be applied in different scenarios and to enable design space exploration and sensitivity analysis. The main goals of this task are: To analyse the network neutrality impact of ULOOP. Page 38 of 91 FP7-257418 ULOOP STREP To perform a survey of current Wi-Fi-related legislation. To analyse the socio-economic sustainability of ULOOP based on the use-cases defined in Task 2.1. To specify of general guidelines for the development and application of sustainable user-centric networks. Task 2.3. Overall Specification (Leader: INESC Porto) This task is lead by INESC Porto and the following partners participate in it: HWDU, CMS, TUB, UniK, INESC Porto. This task is concerned with the global ULOOP specification, including technological boundaries of ULOOP and how these relate to existing technology or with related activities. Assumptions and requirements derived from T2.1 and from T2.2 are crucial to develop an adequate design of ULOOP. This design will also be the basis for the specification and setup of the ULOOP pilot (Task 4.1). Additional considerations, in particular energy-awareness guidelines to each of the tasks of WP3 are to be derived. The main goals of this task are: To specify the global ULOOP architecture, with a horizontal view on all components and activities of the project. To provide guidelines on how the integration of the building blocks should be done based on the outcomes of Task 2.1 and Task 2.2. To provide energy-awareness guidelines to each of the tasks of WP3, with the objective to reach an energy consumption optimization in any ULOOP network. Deliverables and Month of Delivery: D2.1: Technical use-cases (M6) D2.2: Socio-economic sustainability report (M6) D2.3: ULOOP overall specification (M12) Milestones and Main Expected Results: MS3 - M2.1.: Socio-economic analysis (M6) MS4 - M2.2: Overall specification (M12) Page 39 of 91 FP7-257418 ULOOP STREP 1.3.3.3 WP3: ULOOP Framework Design & Implementation Work package number 3 Work package title ULOOP Framework Design & Implementation Activity type15 RTD Participant number 1 Participant short name ALBLF INESC HWDU ARIA Porto 41 Personmonths per participant M7 Start date or starting event: 2 38 3 16 4 0 5 6 7 8 9 10 11 CMS FON TUB UniK UNIGE TLI UniUrb 26 16 27 24 36 29 21 Objectives: WP3 reflects the core of ULOOP and covers the specification, development, and validation of each of the building blocks of the ULOOP framework defined in section 1.1.2.2 . These building blocks are to be addressed individually first, and then integrated (cf. Task 3.4). The main objectives of this WP are:: To specify, implement, and validate each of the ULOOP building blocks, based on the assumptions and requirements derived in WP2. To integrate the different building blocks into a single and low-cost prototype (software image). To provide input to WP4 concerning integration and performance aspects of the developed mechanisms. The main outcome of WP3 relates to the ULOOP core functionality which is to be provided in the form of a software prototype (software modules) to be released to the public-domain. Such functionality simply gives the means to deploy an ULOOP architecture, being scalability and robustness issues to be addressed in WP4. Description of work: Work package 3 is lead by INESC Porto. The focus of WP3 is on the definition and validation of the ULOOP core functionality aiming to assist an autonomic deployment of performing, robust and trustful user-centric wireless local loops. The WP contemplates tasks dedicated to the development and implementation of the three (3) building blocks of the ULOOP architecture: i) cooperation incentives and trust management; ii) resource management; iii) mobility aspects. A fourth task (cf. Task 3.4) concerns integration aspects, including interoperability issues related to current Internet services: to the user; to the access. Each of the three building blocks will be specified, 15 Please indicate one activity per work package: RTD = Research and technological development; DEM = Demonstration; MGT = Management of the consortium. Page 40 of 91 FP7-257418 ULOOP STREP developed, and validated within a specific task. Local validation is to be performed by recurring to tools such as open-source agent-based simulators (e.g., RePast), discrete event simulators (e.g. ns2, OMNET++, AnyLogic), local testbeds, as well as emulators (e.g. EMULAB from Carnegie-Mellon university). The tools to rely upon are to be aligned with WP2 specifications so that all the partners can better align results to be obtained. During a first phase (first year of the project) of the development of the concepts for each of the building blocks, we foresee the need to provide initial validation be it in an analytical way (by recurring to analytical simulators such as MatLab) or in a way that allows us to take conclusions in regards to the potential effect and performance of new concepts (by recurring to agent-based simulators, or to discrete event simulators such as AnyLogic, NS2, or OMNET++, or to emulators such as the CMULab). This initial validation is the grounds to opt for specific heuristics or algorithms and thus, to allow us to reach a prototyping stage quicker. Hence, the goal of running simulation and emulations in a first validation stage is to reduce the risk of starting deploying functionality that exhibits weak performance or fail in triggering positive externalities. On a second phase (second and third years) the concepts developed in ULOOP are to be validated by means of both local testbeds belonging to each of the sites chosen to integrate the ULOOP pilot, in WP4. Moreover, ULOOP will have specific equipment assigned to be used solely for integration purposes. Task 3.1. Cooperation Incentives and Trust Management (leader: UNIGE) The focus of this task is three-fold. Firstly, to address and analyze different cooperation incentives that will have an impact on the scalability of the wireless local-loops. Secondly, to devise trust management mechanisms able to sustain the operation of large scale user-provided networks. Thirdly, to consider the impact of social strength modelling based on social network information and analysis. Cooperation incentives will be addressed both from a specific technology perspective, as well as from a business perspective. Technical incentives may relate to natural features of the technology that result in a win-win match when cooperation is applied. On the other side, business incentives will be related to microgeneration models based on the guidelines provided by WP2 (Task 2.2., Socio-economic Sustainability). Examples of technical incentives are 802.11 MAC engineered in a way that when low data rate stations and high data rate stations cooperate, the high data rate station that cooperates in fact attains benefits not only from a resource perspective, but also from an energy-efficient perspective. Examples of business incentives are the ones based on specific peering schemes that may assist the access operators in understanding how to obtain revenue based on ULOOP architectures. In ULOOP trust management aspects relate to understanding how to build networks of trust on-the-fly, based on reputation mechanisms able to identify end-user misbehaviour and to address social aspects, e.g., the different types of levels of trust users may have in different communities (e.g., family, affiliation, etc). Such grassroots networks of trust aim to accommodate the network growth and highly dynamic behaviour caused by the frequent mobility of end-users. Another key aspect relates to the development and validation of a set of methods and techniques that make it possible to optimize network resources in regards to social behaviour, i.e. how to exploit Social Networking information to create/optimize/add trust to ULOOP communities. Simulations through AnyLogic will be carried out to validate the robustness and the attack-resistance of the trust management and cooperation incentive algorithms. AnyLogic was compared to other simulators, included ns2 and OMNET++, and presented better scalability properties, which makes it the most suitable tool to effectively simulate and validate the application of trust management solutions in a large scale. The main topics to be pursued in Task3.1 are: Definition of incentive mechanisms able to capture win-win characteristics of technology, and to create socio-economic sustainability by means of micro-generation models. Definition of reputation systems that combined with the devised incentive mechanisms will support Page 41 of 91 FP7-257418 ULOOP STREP the creation of spontaneous networks of trust. Analysis of existing identity management (e.g. work being addressed in PERIMETER) and PrivacyEnhancing Technologies (PETs). Task 3.2. Resource Management (leader: UniK) This task has as main focus to address the optimization of resource management in ULOOP, not only from a robustness perspective but also from a maximization perspective. Resources in this task relate to energy and also to throughput, both from an egoistic (individual node) and from a network perspective. ULOOP architectures are located within the last-hop and are complementary in the sense that they are intended to autonomously expand the capillarity (and reach) of already existing Internet broadband subscriptions. The main expected outcome of this task is software functionality that guarantees a continuous and reliable network operation in a scalable away. Main resource management aspects to be tackled are: throughput maximization in the wireless architecture; adequate (fair) and autonomous (self-organizing) spreading of resources on the ULOOP network; congestion control. In regards to resource management optimization to achieve high throughput, this task will consider network switching techniques on OSI Layer 3 to assist in having end-user devices simultaneously connected to more than one Wi-Fi AP, being the goal the maximization of the provided throughput on the wireless link. The purpose is to assist in developing robust and high debit wireless local-loops in a way that meets current broadband access technologies debit as possible, and in a way that reduces the chances for bottlenecks to occur. Throughput maximization is also to be addressed across more than one hop by means of cooperative networking techniques of which one possible is relaying. The purpose is to understand if relaying is a robust means to support transfer of information and if so, how good is it compared against regular multihop routing In regards to resource management to achieve a fair and self-organizing network usage, this task will consider aspects such as the need to adequately and dynamically be able to control growth of ULOOP communities, dynamic fluctuations of the network both in terms of traffic due to stations joining and leaving frequently, as well as due to the movement of stations. Another aspect that is considered crucial is to develop cooperative and distributed mechanisms that assist the network in adequately selecting nodes that are willing to be microproviders. Such selection is to be performed in a way that considers not only throughput maximization, but also the lowest-cost in terms of energy-efficiency. This is to be performed by addressing node selection based on energy-efficient metrics. The final aspect to tackle is congestion control. Being based on a self-organizing deployment purely related to the adoption of the technology and also cooperation incentives (as well as the willingness of users to share their subscribed Internet access), ULOOP users are expected to observe high interference and despite the fact that ULOOP will devise advanced network switching technology to assist in optimizing the wireless rates, there is still the need to optimize the network interests and the individual interests in order to achieve fairness. The user is expected to be able to cooperate based on a perceived QoE and also on individual expectations. The network will most likely provide a dissimilar resource allocation. In related work, one remarkable difference between the two schemes is that the end-user based allocation scheme tends to distribute qualities of resources more evenly to users than central-user based ones. Central-user based allocation schemes tend to provide most, if not all, of the resources to the few users with the best channels (high data rate stations). This is true even in the classic water-filling solution, a property that tends not to appear in solutions of end-user based allocation. Therefore, a joint end-user based and central-user based resource allocation is a good balance for both sides, which is worth exploring as a research topic. The basic idea of this joint resource allocation in ULOOP is that the central-users decide the unit price and end-users decide which central-user/central-users is/are selected as their access point/points and their transmit power according to the price. Also, the randomness of nodes participation and network topology provides by central-users should be considered to increase the cooperative efficiency. Cross-layer aspects and input from related work based on OSI Layer 1 is to be applied in the mentioned topics, in particular having in mind both spectrum usage efficiency, and energy-efficiency. In regards to the Page 42 of 91 FP7-257418 ULOOP STREP later, ULOOP will address power management from a perspective related to the impact in OSI Layers 2 and 3. The power levels determine the performance of medium access control (MAC) since the contention for the medium depends on the number of other nodes within range. The power levels also affect the selection of available access nodes and congestion caused by interference. Since the end devices in the user-centric network can be heterogeneous, it would be better to limit the aggregated power of all the transmitters together rather than limiting the power of individual devices in order to guarantee a defined range of coverage. Therefore, power management is not only a simple problem in physical layer. The power management scheme will be designed jointly with media access control (MAC) layer. The task will be focused on the main aspects: Development of virtualized Wi-Fi network drivers aiming to allow the connection of mobile nodes to more than one access point simultaneously. Development of a cooperative relaying scheme able to maximize the overall network capacity, by reducing the number of low data rate stations without increasing the number of network collisions (which may happen due to the presence of one or more relay nodes). Development of spectrum allocation schemes over a federation of Internet access points aiming to provide a uniform distribution of transmission opportunities within dynamic ULOOP communities, while reducing the probability of bottlenecks and taking into account the sporadic needs of high demanding stations. Analysis of suitable power management schemes from a perspective of OSI Layers 2 and 3, in order to increase the overall longevity of the network, taking into account that the MAC performance in a specific node depends on the number of other nodes within range. Task 3.3. Mobility Support (leader: HWDU) In what concerns handover support, this tasks aims at providing support for handover between different networks types (both local loop-to-local loop and between local loop and operator network), including session continuity whenever necessary. The challenges are e.g. the dynamic nature of the wireless local-loop, which implies that mobile coordination points and attachment points can appear and vanish (this challenge goes beyond solutions offered by 3GPP or IEEE 802.21, which does not support real-time update of the candidateaccess point database); the fact that the local loop constituents may have contracts with any number of operators; the fact that new methods must be found for managing dynamic candidate attachment points. Besides these challenges, we must consider that mobile operators regard what is attached to their base station as a “single user” with a single device – even if this device is a Personal Area Network. The handover support is to be provided from a perspective that is strongly interconnected to Tasks 3.1 and Tasks 3.2, and specific input is expected to assist in devising adequate support. Regarding mobility modelling, ULOOP will integrate aspects of social mobility models that allow estimating (and to predict) movement of devices. A large number of devices are expected to be carried (or controlled) by humans and hence the ones that are portable will exhibit a movement behaviour that has its roots in human social behaviour. The task will be focused on the main aspects: Definition of automated user-centric handover strategies (“always best connected”) able to adapt to the dynamic nature of the wireless local-loop, including the real-time update of the candidate-access point databases. Support for the interoperability between ULOOP architectures and other forms of user-centric wireless architectures (e.g., municipality Wi-Fi communities), as well as other types of one or several access domains operation in regards to handover, including legacy access architectures (including session continuity whenever necessary). Adequate discovery and selection of micro-providers, based on the guidelines provided by WP2 and the input of Tasks 2.1 and T2.2, and having in mind to optimize the global network operation, based Page 43 of 91 FP7-257418 ULOOP STREP on criteria identified in Task3.2. Analysis of statistical behaviour derived from current social based mobility models, aiming to optimize the overall architecture and network conditions. Task 3.4. Building Blocks Integration (leader: CMS) This task relates to the integration aspects of the functionality to be developed in the previous tasks. This integration relates to the global operation aspects of the ULOOP framework as devised in WP2 and encompasses three different perspectives in terms of interoperability expected: an end-user perspective, an access perspective, as well as a service perspective. Access interoperability topics relate to the need to ensure smooth operation between different types of radio local-loops, and to/from legacy networks. Main aspects to consider are the regulatory and operator requirements in the face of ULOOP-alike architectures, as well as a deeper understanding, from an operator’s perspective, of the impact of this kind of viral network. Service interoperability topics relate to the need to ensure that services that are currently being provided across the Internet still reach the end-users in a way that is at least as good as the legacy system. User interoperability relates to items required to assist the user in the utilization of network functionality in an autonomic and user-friendly way. Task 3.4 will have as input the software modules provided by Tasks 3.1, 3.2., 3.3, and also the outcome (guidelines) of WP2. Based on such input, this task will generate a software suite that will be applicable to open-source APs and also to specific end-user equipment. In regards to end-user equipment the task will provide a software image that will run on specific flavours of Windows, Linux, MacOS. For the chosen Linux flavour(s), compatibility will be ensured with Android. In regards to APs, the OS of choice is OpenWRT, given its wide use. In terms of node architecture, the software image is expected to be able to be run on x86 and x64-bit, as well as on MIPS architectures. The task will provide a pre-release software suite on month 27 which is to be refined based upon input (guidelines and software corrections) of the other WP3 tasks. It will then generate a final release on month 33, which is to be provided to WP4 for global evaluation and also for demonstration. In regards to software functionality for the end-user device and APs, several instantiations of the ULOOP software suite are expected to be generated. Some will be for the implementation of algorithms and procedures needed for the ULOOP framework, at a low level. These low level implementations will have their own logical testing and validation suites to check that they operate as designed. At a higher level, software suites will be developed to allow x86 and MIPS architecture end-user devices to use the ULOOP framework. APs will have software packages added to them, or new firmware generated to allow the use of ULOOP framework on top of the existing system or as a replacement. An administration and management suite will also be generated to help network and industry users to control access and monitor configurations. An overall test suite will be generated to see that all the components work with each other. The current idea is to have a Live CD-ROM that will allow test-bed users access to a preconfigured network and eventually to have a zero-conf utility that will interoperate with current network managers and allow access to ULOOP enabled systems. The main focus points for Task 3.4 are: Generate specifications and lock down agreements with the other task leaders for interoperating at a block and component level. Generate a test and development suite for ensuring compliance of specifications as designed to link in the software modules produced as part of the other tasks. Each task will have its own validation and testing suite but as this task requires a formalized structure the inputs and outputs of the suites and systems generated will need to be validated. Page 44 of 91 FP7-257418 ULOOP STREP Design and production of software that implements the ULOOP framework on x86, x64-bit and MIPS machine architectures, for a Windows, MacOS, Android and OpenWRT operating systems. Creation of a bootable image (e.g. for a CD-ROM or USB memory stick) that contains a zero-conf utility that allows the use of ULOOP framework on supported devices. Deliverables and Month of Delivery: D3.1:Cooperation Incentives and Trust Management Pre-prototype Software (O,CO,M21) D3.2: Resource Management Pre-prototype Software (O,CO,M21) D3.3: Mobility Aspects Pre-prototype Software (O,CO,M21) D3.4: Cooperation Incentives and Trust Management Specification and Refined Software (R/O, CO,M24) D3.5: Resource Management Specification and Refined Software (R/O, CO,M24) D3.6: Mobility Aspects Specification and Refined Software (R/O,CO,M24) D3.7: ULOOP Software Pre-release Suite (O,CO,M27) D3.8: ULOOP Framework Design and Implementation Report (R,PU,M33) D3.9: ULOOP Software Suite (P,PU,M33) Milestones and Main Expected Results: MS5 - M3.1.: Pre-release ULOOP Software Suite (M27) MS6 - M3.2: ULOOP software suite (M33) Page 45 of 91 FP7-257418 ULOOP STREP 1.3.3.4 WP4: Pilot Deployment and Validation Work package number 4 Work package title WP4: Pilot Deployment and Validation Activity type16 RTD Participant 1 number M18 Start date or starting event: 2 3 4 5 6 7 8 9 Participant ALBLF INESC HWDU ARIA CMS FON TUB UniK UNIGE Porto short name Personmonths per participant 3 8 6 21 12 21 3 10 11 TLI UniUrb 32 12 Objectives: WP4 is dedicated to the development of the ULOOP pilot, since specification aspects to demonstration aspects. Main objectives of this WP are: To provide a full specification and interconnection scheme for the different sites integrated in the ULOOP pilot. To devise, from the output of WP2, the technical scenarios to consider in experiments and the technical scenarios to consider in demonstrations. To provide a roadmap for the development of the pilot. To provide considerations to WP3 that assists in developing core mechanism issues based upon the realistic setting of the ULOOP pilot. The main outcome of this WP is therefore the ULOOP pilot as well as a set of testbeds and demonstration sites ready and interconnected. Description: This WP is lead by TLI. The different experimental sites will be considered as a unique experimental setup within ULOOP thanks to the federation concepts that have been designed in FP7 project OneLab and OneLab2. The federation paradigm allows to build a setup on the top of a set of testbeds not located at the same place, but to use these as if they were integrated as a whole. The OneLab2 project especially develops mechanism to deal with wireless testbed specificity. Based on Orbit Management Framework (OMF), this allows to configure a 16 Please indicate one activity per work package: RTD = Research and technological development; DEM = Demonstration; MGT = Management of the consortium. Page 46 of 91 FP7-257418 ULOOP STREP complete experiment, including resources reservation and configuration, and to monitor the behaviour of the experiment. This opens the door to fine control of experimentation parameters, and accurate log of events and measures, leading to a realistic and comprehensive validation of new protocols. ULOOP will use these concepts to leverage on the set of testbed that will be used for the experimental phase. Task 4.1. Pilot Setup (Leader: TUB) The task is lead by TUB and the following partners participate in it: ALBLF, CMS, TUB, INESC Porto, UniUrb. Task 4.1 covers aspects related to the specification of the pilot, the environment to be considered, as well as the specific diagram of interconnection of the different sites. The outcome of this task will dictate not only experimentation, but also demonstrations to be performed in WP5. Main topics to consider are: To provide the global interconnection scheme of the pilot, including statistical details such as the number of APs and expected number of end-user equipment that each site regularly has access to; To assist in the adequate setup of the technical scenarios devised in WP2 and which will be the basis for large scale experiments as well as for demonstrations. The pilot setup activity will rely on best current practices in the industrial and academic communities to reach an efficient experimentation and validation phase. This task will consider OneLab2 federation paradigm as one of the main mean for pilot setup including several testbeds. It will reuse resources reservation and monitoring concepts and solutions designed in OneLab2 in order to rapidly setup an experimental platform to validate ULOOP concepts. Task 4.2. Testbeds Deployment and Validation (CMS) The task is lead by CMS and the following partners participate in it: CMS, TUB, TLI, UniUrb. As it relies on the software units provided in Task 3.4 and each provide feedback for the other, these tasks will run in parallel for a significant period of time. The environmental conditions as set up in Task 4.1 will be realized on the system hardware for the test site. From Task 4.1 the official list of constraints and hardware available should be formalized and the purpose of this task is to efficiently and effectively add the ULOOP framework to the testbed sites without causing undue disruption to original systems. It may be necessary to perform a staggered rollout to manage resources and keep essential services running. Depending on how critical the testbed system hardware that is being modified, which is to be assessed as part of this and Task 4.1, various it may be necessary to leave some of the original system in place. Key aspects to consider are: Provide a roadmap for the testbed suite analysis to ensure that logistics are manageable and realizable. Analysis of the testbed sites to confirm the resources available and manage the scope and resource allocation for the remainder of the task. Deployment of the functionality provided in WP3 on each of the experimentation sites. Provide feedback (based upon the functionality integration) to WP3, for further functionality refining. In terms of experimentation and besides the regular validation tools and local testbeds mentioned in WP3, ULOOP will contribute with a pilot where three large sites will assist in understanding ULOOP integration challenges in realistic environments, by relying on a wide range of users. The experimentation sites have different scopes, as explained: a wireless Lab within a campus (BOWL); a neutral wireless lab with its own specific backbone and a wide range of campus and residential users (UWIC); a part of a commercial network of a WISP (TLI). Task 4.3: Demonstration sites Deployment and Validation(Leader: ARIA) This task is lead by ARIA and the following partners participate in it: ARIA, FON, INESC Porto, UNIGE. In addition, The task includes the involvement of the third-party SANJOTEC. Page 47 of 91 FP7-257418 ULOOP STREP This task is dedicated to the deployment and validation of the ULOOP demonstration sites. Such deployment is based on the guidelines provided in Task 4.1 and also on the risk management aspects described in section 1.3.5 (Risk Analysis and Analysis and Contingency Plan). Key aspects to consider are: Deployment of the functionality provided in WP3 on each of the demonstration sites Provide feedback (based upon the functionality integration) to WP3, for further functionality refining. Support users in installation and use of ULOOP features, by means of providing feedback to WP5 training events. Provide feedback (based upon the functionality integration) to WP5, to assist the demonstration event organization. Deliverables and Month of Delivery: D4.1 Pilot setup report (R,PU,M24) D4.2 Pilot validation and deployment report (R,PU,M30) Milestones and Main Expected Results: MS7 - M4.1: ULOOP Pilot (M34) MS8 - M4.2: ULOOP large-scale validation (M34) Page 48 of 91 FP7-257418 ULOOP STREP 1.3.3.5 WP5: Dissemination and Exploitation Work package number 5 Work package title WP5: Dissemination and Exploitation Activity type17 OTHER Participant number 1 Participant short name ALBLF INESC HWDU ARIA Porto 8 Personmonths per participant M1 Start date or starting event: 2 9 3 12 4 10 5 6 7 8 9 10 11 CMS FON TUB UniK UNIGE TLI UniUrb 5 7 11 6 9 5 7 Objectives: WP5 goals is dedicated to the dissemination, demonstration, and exploitation of ULOOP having in mind to impact positively not only related standardisation bodies and technical platforms but also to assist in providing answers to the several challenges that user-centric networking arises. Main objectives for this WP are: To successfully disseminate results based upon the regular R&D tools, namely, publications in international journals and conferences, public-domain reporting, white papers, having in mind at least the main target groups: R&D community; European access operators and European alternative operators; Service Providers, and the Internet end-user. To assist in developing channels for dissemination and exchange of technical information and results e.g., by means of participation in related European activities, platforms, or bodies. To generate awareness in regards to ULOOP positioning both inside and outside partner organizations by means of events (workshops, demonstrations) specifically organized and host by the consortium. To actively contribute to relevant standardisation activities and to track status of relevant standardisation activities. To provide an exploitation plan with a five-year vision post-ULOOP, where a roadmap will give insight on how ULOOP results can impact future Internet architectures. To organize large-scale networking events in living-lab scenarios, demonstrating in real-time ULOOP operation to the target groups. The main outcome of this WP is therefore the wide dissemination of results and the demonstrations of ULOOP within the two specific demonstration sites (living-lab environments) described in section 1.1.3.2. 17 Please indicate one activity per work package: RTD = Research and technological development; DEM = Demonstration; MGT = Management of the consortium. Page 49 of 91 FP7-257418 ULOOP STREP Description of work: This WP is lead by UniK. WP5 has as main objective to coordinate and to promote and aid in exploiting ULOOP results. For that three main tasks have been setup. Task 5.1 will cover dissemination of results and event organization, as well as demonstrations. Task 5.2 will contribute with active status tracking and also active contribution to related standardisation entities and related technological platforms. Task 5.3 will be dedicated to the exploitation of ULOOP results. Task 5.1 Dissemination and Event Organization (leader: UniUrb ) The task is lead by UniUrb and all partners participate. The third-party SANJOTEC will also participate in it. The task is labelled as DEM. This task will address all the necessary issues to disseminate ULOOP results successfully. A plan for usage and dissemination of knowledge will be prepared and updated periodically. The plan will address the framework and the tools (Website, press announcements, videos-clips, web, conferences, newsletters, interactive tools on the website, etc.) to guarantee a proper and harmonized dissemination of project results during and after ULOOP lifespan. It will also develop a strategy to communicate project goals and results to mass media. Special focus will be provided for dissemination of results and know-hoe exchange with activities where partners are already strongly involved (e.g., EIFFEL, eMobility, WWRF). In terms of dissemination and exchange of know-how, particular emphasis is to be given to the exchange of know-how with related activities, as identified in section 1.2.6. The project Website will contain both a private area and a public area. The private area will be accessible to all the consortium members and will be used for exchange of documents, reporting, as well as synchronization of tasks. The public area will be a primary tool for result dissemination. It will be the portal for the ULOOP software and support of community of users. A specific focus will be put to disseminate ULOOP software and approach through dedicated discussion based on networking means (e.g. a ULOOP FaceBook account or a specific Forum). In addition to the Website results’ dissemination, ULOOP will distribute a quarterly electronic newsletter and contribute to international journals and conferences to share the achievements with more individuals and organizations and also to engage more people to get their feedback. . Specific events are to be organized, either co-located with renowned conferences or on an individual basis. Specifically, ULOOP envisions hosting, for the lifespan of three years, two scientific workshops co-located with well established conferences, two industrial events (e.g., booth in ICT 2012) and two networking events on the last year, for the purpose of demonstrating ULOOP operation in realistic settings. An industrial event will be organized by HWDU and take place on the first year of the project (end), while a second industrial event is expected to occur on the second year of the project together with ICT 2012. A first scientific workshop is expected to occur on the second year of the project, possibly co-located with a renowned conference (e.g. IEEE Globecom or ACM CoNext). The second scientific workshop will occur on the last year of the project. For the latter two events (large scale demonstrations), they will take place in Madrid and São João da Madeira (cf. section 1.1.3.2) during the last two months of the project lifespan. Such events are expected to last 2 or three days and will not only assist in disseminating results to specific target groups, but also in obtaining real feedback from Internet end-users, as well as assist in acquiring traces which may be useful for other projects. The results of the organized events are to be incorporated into the project yearly reports, in WP1. Task 5.2 – Standardisation Monitoring and Contribution (leader: HWDU) The task is lead by HWDU and the following partners participate in it: HWDU, ALBLF, TUB, INESC Porto. The task is labelled as RTD. This task covers dissemination and contribution to standardisation bodies and technical platforms in order to Page 50 of 91 FP7-257418 ULOOP STREP support an anchoring of ULOOP results. The main contributions are envisioned to IETF working groups and to the WWRF. This task is expected to expand the potential areas for standard contributions listed below, to support partners in identifying which ULOOP results should be contributed where and to coordinate such contributions. At this point we envisage contributions at least to the following: WWRF. The WWR Forum identifies and promotes research trends for mobile technology. Contributions to the WG3 (Communication Architectures) and WG5 (Cognitive Wireless Networks and Systems) can facilitate a broader adoption of ULOOP results. From the consortium members, Huawei is a member of the steering board and vice chairs two working groups. ALBLF also has strong participation in WWRD, and TUB also plans to contribute to WWRF. EIFFEL. The EIFFEL Support Action which is dedicated to the debate of Future Internet aspects and which runs until October 2010, counts with the active involvement of one of the ULOOP partners, INESC Porto. INESC Porto chaperons the topic of UPNs (Bring your Own Network) within EIFFEL, a topic which is perfectly aligned with ULOOP and hence, contributions both within EIFFEL and after its end are expected. eMobility. Contributions to European efforts within the role of the eMobility platform are expected on the Post-IP working group, where partners such as INESC Porto and TUB are member institutes, and both TUB, INESC Porto, and Huawei are actively contributing. IETF. Active contributions are at least to the Internet Area. In regards to mobility management, expected contributions envision MANET and MEXT, where several partners have been involved since the beginning of the formation of these groups. In regards to resource management, contributions are expected to the ANCP and MIF working groups. For control of access points, submissions to the CAPWAP WG are planned. IRTF. Active contributions are expected in the fields of energy-efficiency guidelines to the routing research group as well as to the end-to-end research group. Furthermore, contributions are envisaged in the field of mobility support for community networks in the MOBOPTS (IP Mobility Optimizations) research group. Linux Standard Base. Where applicable, software developed within the project is intended to be distributed to the Linux Standard Base. The ULOOP partner CMS has vast experience in this area. Active tracking, exchange of know-how and – in coordination with the business units of industrial partners – possible contributions are planned to the following groups: 3GPP. The 3GPP SA1 WG is responsible for feasibility studies and requirement analysis of future network features. In agreement with the standardisation and business units of the industry partners, a feasibility study on the integration of community networks may be initiated. The 3GPP SA2 WG takes care of the overall system architecture and thus specifies network element functionality. In the ULOOP context, the ANDSF (Access Network Discovery and Selection Function) is of particular interest, as it may be used for disseminating information about ULOOP community networks. From the consortium, particularly Alcatel-Lucent and Huawei are active in 3GPP. IEEE 802.21 on Media Independent Handover. Also these mechanisms could be used for disseminating information about ULOOP community networks. Huawei provides the vice chair of this WG and also other consortium members are active in this group. IEEE 802.16 (WiMAX) and WiMAX Forum. A number of partners are active in these groups and will monitor to find areas for suitable contributions. Task 5.3 – Exploitation of Project Results (leader: FON) The task is lead by FON and the following partners participate in it: HWDU, ALBLF, ARIA, CMS,FON,UniK, INESC Porto. The task is labelled as RTD. Page 51 of 91 FP7-257418 ULOOP STREP This task will identify the overall project and each partner’s exploitation plans including the definition of a five-year roadmap to exploit the relevant results. An initial market opportunity study will be done in the first year of the project. At the end of the first year the consortium will have a draft exploitation plan available. The task will also include all promotional activities (presentations and demonstrations) made to other companies and projects with which ULOOP can establish synergies. Specific aspects to take advantage out will be the availability of functionality in the form of open-source software. The task will also lay the basis for future ULOOP training actions. The actual training scheme and a training guidebook (best practice guidebook) will be applied in dissemination events to target markets such as access operators, and will also facilitate the exchange with other related projects. Based upon the Website developed in Task 5.1 and whose contents are defined and managed by the SC, this task will assist in providing guidelines for the development of online tutorials as well as public deliverables and material concerning events developed throughout the project. Deliverables and Month of Delivery: D5.1 Initial exploitation and dissemination report – (R, PU, M12) D5.2 Standardisation report (R, PU, M24) D5.3 Final exploitation and dissemination report (R, PU, M36) D5.4: Exploitation Plan (R,PU,M36) D5.5: Training Scheme and Guidebook (R,PU,M30) Milestones and Main Expected Results: MS9 M5.1: Website development (M1,M3,M6,M12,M15,M18,M21,M24,M27,M30,M33,M36) MS10 - M5.2: Standardisation report (M12, M18, M24, M36) MS11 - M5.3: Demonstrations (M35, M36) MS12 - M5.4: Exploitation roadmap (M36) MS13 - M5.5: Industrial workshop (M12, M24) MS14 - M5.6: Scientific workshop (M24, M36) Page 52 of 91 and periodic updates FP7-257418 ULOOP 1.3.4 STREP Summary of Staff Effort Table 1.3e Summary of effort. Partic. no. WP1 WP2 WP3 WP4 WP5 Total person months 1 ALBLF 12 4 41 3 8 68 2 INESC Porto 11 5 38 8 9 71 3 HWDU 3 5 16 0 12 36 4 ARIA 5 9 0 5 10 29 5 CMS 2 5 26 21 5 59 6 FON 4 9 27 18 11 69 7 TUB 6 5 24 21 6 62 8 UniK 3 4 36 2 9 54 9 UNIGE 2 6 29 3 5 45 10 TLI 3 7 16 32 7 65 11 UniUrb 3 9 21 12 7 52 54 68 274 125 89 610 TOTAL 1.3.5 Short Name Risk management and contigency planning For each topic based on a specific WP, a risk description is provided along with its evaluation and some details. A contingency plan for each identified risk is also provided. The evaluation of each risk is provided in the form of two columns: probability of such risk occurring, and impact if it occurs. The scale used for assessment is low, medium, or high, based upon the expected impact. A low implication relates to the fact that the risk can be quickly overtaken without possibly main consequences to the work outcome. An average impact means that the risk may require decisions to be taken by the consortium. A high impact risk implies that specific decisions may be required thus impacting the outcome of the project. The Risk Assessment scheme will be monitored by the QAT team (cf. section 2). The SC will ensure that the risks assessment is a continuous process throughout the entire project duration, and the QAT team will allocate a dedicate slot to address risk assessment in every SC/management meeting. Moreover, it will be the responsibility of the leading team (Project manager and Scientific Coordinator) to ensure that the risk assessment is performed by every work package leader and to ensure that the risk assessment table is regularly updated to avoid the emergence of unexpected threats to the project. Page 53 of 91 FP7-257418 ULOOP STREP Table 1.3.f: Risk analysis and contingency plan. WP Risk Probability Expected impact Contingency Plans WP1 Failure to hire staff on proposed time line Low Low - Review hiring strategy, skills required, how and where advertised between consortium members and seek patterns and possible causes for failures and successes. Reallocation of staff may be necessary, based only on the expected man-power. WP1 Serious disputes between consortium members Low Low/Medium - Minimize the chances of disputes by ensuring that all decisions are performed based on democratic voting and also ensuring regular communication involving all partners. - Work package leaders should aim to follow an attitude of openness and trust, wherever possible. Nonperforming partner Partner fails to meet established goals Medium Medium Partner will be asked to focus work or replace non-performing people. If partner fails to implement countermeasures, budget will be shifted from non-performing partner to the partner that provides the competencies. WP1 Loss of focus or departure from original aims Low Medium - The SC must ensure that the project sticks with the original planning. Regular reviews are considered to assist in this alignment. - Any potential deviation from the initial targets must be communicated to the SC by following the procedures and methodology described in section 2.. WP2 Identification of constrains that were not predictable, or of potential legislation problems Medium Low Page 54 of 91 WP2 input is the basis for the outcome in ULOOP. Any serious constrain has to be communicated to the PSC and to the SC which will, based on the consortium, react to ensure an adequate definition of the main building blocks. FP7-257418 ULOOP WP WP2 STREP Risk Use-cases not adequately chosen. Probability Low Expected impact Low Contingency Plans - The technical use-cases would have to be readjusted and new scenarios may have to be devised. This would imply expanding WP2 or taking such activities within WP3 and thus a delay is expected. - The SC must analyse the trade-off of redesign vs. time to achieve the ULOOP goals and make a decision based upon unanimous voting. WP3 WP3 Identification of problems or obstacles during the design and development of the individual building blocks Medium Pre-requirement milestones for T3.4 running late Low Medium - Situation to be immediately communicated to the SC. - SC must act and analyse the tradeoff of redesign vs. time to achieve the ULOOP goals and make a decision based upon unanimous voting Medium -SC to be informed of the nature and expected length of delay from T3.1-3 Leaders. Work from completed milestones will be given priority. -SC to be advised by T3.4 Leader of expected delays as a result depending on prior feedback. WP3 WP3 Issues due to specificities of the programming environments within each building block Medium Target Hardware incapable of supporting ULOOP framework suite Low Medium - Situation to be immediately communicated to the SC. - SC must act and analyse the tradeoff of redesign vs. time to achieve the ULOOP goals and make a decision based upon unanimous voting Low Page 55 of 91 -SC to be informed if any of the general types of architecture mentioned in the proposal are incapable of supporting the framework for technical or licensing reasons. FP7-257418 ULOOP WP WP3 STREP Risk Pre-release software suite runs late affecting demo/experimentation sites Probability Low Expected impact High Contingency Plans -SC to be immediately informed when a delay is expected. -Task Leaders of WP4 to be informed of the situation. -Task Leaders of WP4 and SC to decide which features are imperative. -Outsourcing of programming work to meet the deadline. Firstly within consortium then outside. WP3/WP4 Non-trivial errors found during deployment Medium Low -WP3.4 Leader to be contacted in the first instance, then problems communicated to individual block leader WP3.1-3 if it cannot be solved in the first instance. -Limitations will be identified and if possible workarounds provided in order to facilitate result gathering WP4 Constrains or obstacles during setup Medium Low - The pilot environment must be simplified appropriately, e.g., by removing less important details. A compromise between scalability and accuracy of models must be found. - Follow the methodology provided by Onelab to experimentation. WP4 Testbed availability Low Medium - The pilot will rely on shared large-scale testbeds. For experimentation purposes, a specific roadmap will be defined to prevent delays or lack of independent results due to shared access of the testbed sites. WP4 Test-bed conditions not met Medium Low Use of alternative sites can be suggested or analysis can be carried out at another location. WP3, WP4 Test duration Medium Low The number of evaluation experiments must be reduced to a meaningful number, by focusing on evaluations with highest priorities. Page 56 of 91 FP7-257418 ULOOP WP WP5 STREP Risk Standardisation misalignment Probability Low Expected impact Low Contingency Plans Proactive monitoring of relevant standardisation fora and aligning the project since month M1 is expected to prevent lack of alignment with standardisation bodies. WP5 leader is expected to interact with the remainder WP leaders and to collect input to provide adequate alignment in terms of contribution. SC meetings will review the contribution planning regularly. WP6 Lack of user support on the demo sites to achieve a large-scale understanding of ULOOP performance Medium Medium - Due to the nature of living-labs, there is the need to consider that in the demonstration events the expected number of users may not be reached. - Dissemination in Task 5.1 will assist also the dissemination of the demonstration events by announcing regularly and adequately the networking events. WP3 Potential overlap with 802.11 developments Low Low Page 57 of 91 - 802.11 advances are to be considered in ULOOP but do not pose any serious risk. Instead, they are seen as beneficial to ULOOP, given that they provide robustness to the MAC Layer. In particular, multihop schemes being developed are to be included and optimized, if necessary. - - Wi-Fi Direct implications will be addressed in WP2, thus deriving guidelines for WP3 and WP4 having in mind future 802.11 developments. FP7-257418 ULOOP WP WP2/WP4 STREP Risk National legislation barriers may affect models in regards to bandwidth sharing Probability Average Expected impact Low Contingency Plans - ULOOP tackles legislation aspects in WP2. Contributions are therefore expected to complement existing gaps - In WP3, resource management and cooperation incentives (Tasks 3.1 and 3.2) will ensure that the user sharing bandwidth obeys to the regulations of his/her access provider and/or Internet Service Provider WP3 802.21 advances in mobility management may reduce the potential of ULOOP Low Low Page 58 of 91 - the ULOOP concept is about forming on the fly user-centric communities, based on existing and low-cost equipment which belongs to regular users. 802.21 is seen as a complement (in the access) to ULOOP, and ULOOP will address in WP3 interoperability to 802.21 FP7-257418 ULOOP 2 STREP Implementation 2.1 Management structure and procedures ULOOP has a diversified consortium, with a good balance between industry and academia partners from a total of eleven (11) partners. The small number of partners allows ULOOP organizational structure to be simplified. The ULOOP organizational structure is illustrated in Figure 10. Manager Scientific Coordinator (Mr. Olivier Marcé, ALBLF) (Dr. Rute Sofia, INESC Porto) Project Coordination Team Steering Committee Work package leader Task leader Figure 10: ULOOP organizational structure. As illustrated, the overall project coordination is provided by a team that includes the Project Manager (PM) and the Project Scientific Coordinator (PSC). The PM is responsible for the overall project legal and administrative coordination, namely, tasks that relate to EU reporting and contractual obligations, definition of policies that in the resolution of conflicts that may arise, as well as in the implementation and observation of quality assurance during the project lifespan. The PSC is responsible for the overall supervision of scientific and technical activities of the project, ensuring that milestones are met and that deliverables are adequately fulfilled. ULOOP governance is assured by a Steering Committee (SC) which is responsible for all decisions that affect consortium composition, resource allocation, implementation of the work plan, and other decisions that have a legal or financial impact on the consortium. In addition, the SC is responsible for any decision that affects ULOOP strategy. The SC organization is illustrated in Figure 11. Page 59 of 91 FP7-257418 ULOOP STREP Figure 11: ULOOP Steering Committee. The SC is chaired by the PSC and is composed of the project coordination team, work package leaders, as well as one additional representative from each partner directly involved in task leadership, if not already represented by the Work package leaders. This structure ensures that the SC has full and detailed knowledge of project activities. A specific subset of the SC, the Quality Assurance team (QAT), is to be elected during the project kick-off. The QAT team will be responsible to evaluate and to disseminate to the SC progress of the project. This team will also be responsible to propose measures that can improve the status of the work plan, in the emergence of deviations. The operational project coordination and management is to be performed on a day-to-day basis by the work package and task leaders. The SC is however responsible for the adequate balancing of an industry and academia perspective. In addition to this structure, specific task-forces may be formed during the project lifespan to develop synergies between different WPs or tasks. 2.1.1 Project Coordination Team Members and Responsibilities The tasks that relate to project coordination fall into WP1 and are split into two main tasks: T1.1: Project management. This task is dedicated to the global project management and administration, covering also EU reporting, assessment of results and progress reporting. Quality assurance also falls into this task. T1.2, Project Scientific Coordination. This task is dedicated to the scientific and technological supervision of the project. The goals of the task are to be met by both direct involvement and coordination of technical interactions, monitoring (e.g., schedule), as well as recommendation of corrective measures. The coordination team is a dual-team, composed by an element from ALBLF and another element from INESC Porto. Mr. Olivier Marcé is the PM, while Dr. Rute Sofia is the PSC of the ULOOP project. Mr Marcé and Dr Sofia already cooperated for several months on proposal setup and edition, as well as on the organization of the workshop U-NET 2009 [27]. This will insure a good and fruitful cooperation within the coordination team, providing the needed dual view, from an academic and an industrial perspective. The PM is the official contact point for the European Commission and manages the administrative and financial aspects of the project. Legal issues such as the handling of Intellectual Property Rights and the maintenance of the consortium agreement fall into the realm of the PM and of the overall PC team. The PM will manage the project from ALBLF in Nozay (France), having staff specifically to ensure that administrative and financial goals are met successfully and on time. Quality assurance of the project will be provided based upon a set of specific procedures to be defined within WP1. Aspects such as deviations from the work plan, deliverable quality, review preparation, document management, as well as quality metrics are to be defined. Page 60 of 91 FP7-257418 ULOOP STREP The PSC supervises the project from a technological and scientific perspective, and is responsible for creating the conditions necessary to achieve success. It is also a responsibility of the PSC to serve as ambassador of the project, establishing meaningful cooperation with other projects and initiatives both within a national and international scope. The PSC will, in WP1, be responsible for task T1.2. 2.1.2 Steering Committee The SC follows a democratic governance model where the voting procedure will differ according to the situation to be voted. Specifically governance decisions related to financial or legal aspects impacting the consortium globally, or any of its members, will require unanimity, with one representative per partner voting on behalf of his or her organisation. Project strategy decisions, as well as the implementation of corrective measures will only pass if all the SC members are in favour, along with two-thirds of the consortium. Such procedures will result in decision making based upon elements that are well into project activities. In addition, a single governing board will help to quicken decision making. The detailed SC modus operandis and responsibilities will be integrating part of the consortium agreement. For instance, the agreement will consider the possibility of replacement of SC members (e.g., temporarily due to work overload or a specific leave, or permanently due to frequent unavailability of the SC member). The SC will meet regularly by telephone or video-conference, once per month. In addition, regular face-toface meetings which are to occur every three months are expected, as described and signalled in WP1. Inbetween meetings, the SC will interact regularly both by means of cooperative tools (e.g., Website, mailinglists, audio-conferencing, Internet collaborative platforms). 2.1.3 Day-to-day Task and Work Package Management Work package leaders coordinate and supervise the tasks carried out under his/her work package, interacting with other work packages as required. They are responsible for the set of activities assigned to them in the work plan, and are in charge of the corresponding reports and deliverables. The WP leaders are expected to collaborate and exchange views with the other WPs for improved coordination across the project activities. WP objectives are defined in a specific section (cf. 1.3.3) of the present document. In terms of the project structure, work package leaders report to the PSC, but in the SC, each WP leader has an equal voice in regards to project strategy decisions. Task leaders are responsible for the set of activities described in the work plan (cf. section 1.3.3), being responsible for the success of the task as well as for adequate reporting. 2.1.4 Addition of Beneficiaries The consortium integrates a set of beneficiaries which have been chosen according to their skills and positioning towards the different market and innovation aspects of ULOOP. The entry of new beneficiaries is therefore an aspect that is not advised and if occurring, requires unanimous voting. A few possibilities that are worth mentioning and which may lead to add a new beneficiary during the project lifespan are: - A partner leaves the consortium. The SC shall analyze the need for a new partner, being this need assessed against the required expertise and the project phase, as well as evolution. - Transfer of rights and obligations. If a partner has a partial shift of staff which affects the project, the SC may consider the entrance of a new partner. Page 61 of 91 FP7-257418 ULOOP 2.1.5 STREP Concertation, Dissemination and Supplementary Reporting 2.1.5.1 Concertation The project will actively participate in the activities organized at programme level related to the ICT Future networks area with the objective of providing input towards common activities and receiving feedback (e.g. from clusters and coordination groups), offering advice and guidance and receiving information relating to ICT programme implementation, standards, policy and regulatory activities, national or international activities, etc. Such activities may include Concertation meetings twice a year, in Brussels and the ICT Future Network and Mobile Summit. 2.1.5.2 Dissemination Package In line with its obligations regarding dissemination of results and achievements, the Coordinator ensures that all public documents (including, but not restricted to, the following materials: video material covering experiments, trials; animations of “real-time” simulation results; presentations, animated/voice-over or not; promotional material (leaflets, posters, etc); press releateses, etc.) generated by the project are duly collected in a Dissemination Package which is associated with the periodic reports. The project undertakes to establish, not later than one month after the start of the project, a Web site supported by the project partners, to provide a unified view of the project; a copy thereof will be included in the Dissemination Package. 2.1.5.3 Supplementary Reports In addition to the reports defined in article II.4 of Annex II to the contract, the Coordinator will submit to the Commission supplementary management reports every three months (WMR, Quarterly Management Reports). The QMR will be in the form of a condensed document of 4 pages: 1 page financial resources (actual vs. planned per partner per work-package and totals and an illustrating graph), 1 page human resources (actual vs. planned per partner per work-package and totals and an illustrating graph; 2 pages of well-written summary of main achievements and concrete key outcomes of the reporting period: The QMR will provide, for the reporting period: The technical progress and achievements of the project. The project status. Work started. Work completed. Work delayed. Status of deliverables Remedial actions required, if applicable Resources expenditure by subproject, work-package and activity. Absolute values for the report period. Aggregated values (actual vs. planned). Page 62 of 91 FP7-257418 ULOOP STREP 2.2 Individual participants 2.2.1 Alcatel-Lucent BellLabs SA (ALBLF) Alcatel-Lucent provides solutions that enable service providers, enterprise and governments worldwide, to deliver voice, data and video communication services to end-users. As a leader in fixed, mobile and converged broadband networking, IP technologies, applications and services, Alcatel-Lucent offers the endto-end solutions that enable compelling communications services for people at home, at work, on the move. The company has one of the largest research, technology and innovation organizations in the telecommunications industry. Bell Labs research aims to create new growth opportunities with disruptive innovation and to provide a competitive market advantage for Alcatel-Lucent in eight strategic domains: applications, service infrastructure, networking and networks, optical networks, fixed access, radio access, enabling computing technologies and enabling physical technologies. Bell Labs participates in research projects, in scientific and technology related research initiatives on a worldwide basis, in conjunction with academic, industrial and government research partners. It is also active in standardisation bodies and fora. Bell Labs France, the French Bell labs centre and the second in size, located in Nozay, close to Paris, is a 100% affiliate of Alcatel Lucent France and is covering research on optical components, transmission systems and optical networks, fixed and mobile networks architectures from the core to the edge, security, service infrastructure and applications. Alcatel-Lucent Bell Labs France is active in “pôle de compétitivité” System@TIC Paris-Région as well as in a number of European projects within ICT Frame Programmes and Eureka/ITEA-CELTIC, and in national cooperative research actions funded by Agence Nationale de la Recherche. The main technical and scientific contribution of ALBLF will be focused on WP3, where ALBLF will contribute by addressing topics related to cooperation between access points owned by different entities, with the objectives a) to ensure required QoE for users in situation of mobility, still respecting security, privacy and accounting constraints; b) to exploit social network related information in defining cooperation; c) to leverage on existing radio resources in order to provide wireless communication at lower energy consumption. ALBLF will endorse the management of the project in coordination with INESC Porto who will lead the scientific coordination. Key personnel: Mr. Olivier Marcé joined former Alcatel R&I in 1999 after 2 years in French Research Institute INRIA. Since then, he worked in the field of IP network and IP routing, as well as wireless networking and Active Networking. His main subjects of interests are related to inter-domain both in wired and wireless, as well as user-defined networks. He participated and contributed to the definition of several research projects in national or European funding framework, IST, Eureka, RNRT or RNTL. He is author or co-authors of more than thirty international patents, mainly in IP network domain. In Bell-Labs France, he is manager of international research projects focused on the integration of the IP technologies with the mobile radio networks architecture. Mrs. Carine Balageas obtained the M.Sc. in engineering from the Ecole Centrale de Marseille (France) in 2000. After graduation, she became research engineer in Alcatel-Lucent group working first on radio aspects then on end-to-end network architecture for 4G. Her research results produced 12 patents and several contributions to 3GPP and WiMAX forum standardisation bodies. She is currently studying energy saving topics applied to wireless systems. Mr. Hakim Hacid is currently a researcher at Alcatel-Lucent Bell Labs France. His current research focuses on social interactions analysis to provide added value applications for users and services providers. Before joining Alcatel-Lucent Bell Labs, Hakim was a research associate at the University of New South Wales (Australia) where he worked with the Service Oriented Computing (SOC) group which he joined after obtaining his PhD in computer Science from the University of Lyon, France. His research interests include Data mining, databases, information retrieval, and service oriented computing. Hakim has published different articles and is still investigating different research aspects in these areas. Page 63 of 91 FP7-257418 ULOOP 2.2.2 STREP INESC Porto - Instituto de Engenharia de Sistemas e Computadores do Porto (INESC Porto INESC Porto, Instituto de Engenharia de Sistemas e Computadores do Porto (Institute for Systems and Computer Engineering of Porto), is a private non-profit distributing association. INESC Porto has the statute of a public utility institution and was appointed by the Portuguese government as an Associated Laboratory, following an international evaluation that awarded a classification level of “excellent”. As associated laboratory, INESC Porto carries out scientific research and development as well as technology transfer and advanced professional training. INESC Porto will provide the scientific and technological coordination of ULOOP, and will also be actively involved in WP and task participation, including both conceptual and implementation/experimentation aspects. Particular focus is to be dedicated to WP3, which is lead by INESC Porto, in particular to the tasks of cooperation incentives (cooperative networking and technical aspects that may provide automatically incentives for sharing access) and mobility management (social behaviour modelling). In regards to the project scientific coordination and to technical participation, support is to be provided by the Internet Architectures and Networking area (IAN) elements within the Unit of Telecommunications and Multimedia (UTM). Over the past 15 years, UTM has actively participated in about 30 projects in the framework of EC programmes (ESPRIT, EUREKA, RACE, ACTS and IST). Of particular relevance are the projects in the area of communications networks and services, such as ARROWS (FP5), DAIDALOS, and Ambient Networks (FP6). At national level, the Unit has also strong collaboration with telecom operators, in particular with companies of the Portugal Telecom group, such as PT Inovação (PTIN). Moreover, IAN elements have a long experience in the coordination of both industrial and R&D projects and particularly, in EU IST projects and activities. IAN has been driving research in strong cooperation with industry for the past year, both nationally and internationally. Key personnel: Dr. Rute Sofia will be responsible for the project scientific coordination, having the role of PSC. She graduated (95) in Informatics Engineering from the University of Coimbra; MSc (98) and PhD (2004) in Informatics from the University of Lisbon. During 2000-2003 she was a visiting scholar at the Internet Center for Advanced Internet Research (ICAIR), Evanston, USA, and a visiting scholar at the University of Pennsylvania, USA. Currently, she is responsible for the co-coordination of IAN. Before joining INESC Porto, she was (2004-2007) a senior research scientist in SIEMENS AG Corporate Technology/NokiaSiemens Networks, focusing on Future Internet topics such as global mobility across multi-access networks (e.g. Mobile IP, WiMAX, 3G) and novel forwarding paradigms (e.g. frame routing, network coding). She was actively involved in the Global Grid Forum and is a contributor to the IETF, as well as member of the IEEE. Dr. Paulo Mendes graduated (93) in Informatics Engineering from the University of Coimbra, M.Sc. (98) in Electrical and Computer Engineering from the Technical University of Lisbon, Ph.D. (03) in Informatics Engineering from the University of Coimbra. During his Ph.D., he spent 3 years as a Visiting Scholar at Columbia University. From 2003 to 2007 he was a senior researcher at NTT DoCoMo Euro-labs, with focus on Mobile IPTV networking, Internet architectures for mobile multi-homed devices, and augmented routing and forwarding for mesh networks. Currently, he is responsible for the co-coordination of the Internet Architectures and Networking (IAN) area of UTM, in INESC Porto. He is a member of the IEEE Communication Society and a contributor to IETF. Page 64 of 91 FP7-257418 ULOOP 2.2.3 STREP Huawei Technologies Duesseldorf GmbH (HWDU) Huawei is a leader in providing next generation telecommunications networks, and now serves 36 of the world's top 50 operators, along with over one billion users worldwide. The company is committed to providing innovative and customized products, services and solutions to create long-term value and growth potential for its customers. Huawei's products and solutions encompass wireless, core network broadband access and optical network, value added services and terminals. The European research centre Huawei Technologies Duesseldorf GmbH (HWDU) has about 50 experienced researchers/engineers and they are engaged in activities as applied research, system design and standardisation for telecom systems and enabling technologies. HWDU has made strong commitment to long-term advanced research and collaborated with several European research institutes and universities, is a member of the eMobility and NEM technology platforms and is already involved in EU FP7 call 1 activities. In ULOOP HWDU is task leader for mobility management based on the experience of the involved persons in the area of joint mobility management in heterogeneous networks; policy based networking and seamless connectivity in multi-operator environment and future mobile architectures. The involved team has extensive experience in European and national collaborative research (e.g. FP 6 Ambient Networks, FP7 4WARD, Finnish Tekes, German BMBF Scalenet, IPonAir, 3GET, BIB3R). In addition to the wireless technologies and networks, HWDU contributes with expertise in the area of fixed-mobile convergence (FMC) and related mechanisms to provide user centric communication. It will provide vendor perspective on the economic and technical feasibility of user provided networks. HWDU’s main interest is how to interconnect ULOOPs with operated networks and how to cooperate in a highly dynamic environment. Furthermore the design and development mobility mechanisms between operated and community networks as well as the definition of the level of seamlessness will be in our focus. Key personnel: Mr. Cornel Pampu received his degree in telecommunications and computer networks in 1997 from the Technical University Berlin. Currently he is holding the position of Senior Manager Research at Huawei Technologies in Germany and is responsible for European research activities in the area of Packet Switched Domain of mobile networks and the definition of the evolution towards future packet network architectures. At Siemens Communications Mobile Networks and later on at Nokia Siemens Networks he lead the Interoperability Core Control of the Network Operation and Engineering department in the Network Technology division and was responsible for the design of future architectures for mobile networks. As senior research engineer in the Packet oriented Architectures group in the Research and Concepts department he was responsible for several international, internal and national funded projects in the design of future architectures for mobile networks and was involved in Ambient Networks. Previous, Cornel participated in the Research Network IP department in the Wireless Technology business unit for the establishment and maintenance of a network with research institutes to analyse and evaluate the IP technology trends towards beyond 3G systems. He has been furthermore member of the Siemens GPRS Product Definition Team. From 1997 – 1998 Cornel worked as training engineer at Ericsson Eurolab Deutschland GmbH where he has been involved in the area of telecommunications, mobile communication and software testing. He has contributed to several international conferences and acted also as technical committee member. Dr Kostas Pentikousis is a Senior Research Engineer at Huawei Technologies European Research Center in Berlin, Germany. He studied computer science at Aristotle University of Thessaloniki (B.Sc. 1996) and the State University of New York at Stony Brook (M.Sc. 2000, Ph.D. 2004). He has been involved in several contract and joint research projects, including the EU-funded FP6 PHOENIX, FP6 Ambient Networks (Phase 2), where he served as a Task Leader, FP6 WEIRD, and FP7 4WARD; and the Future Internet program of the Finnish Strategic Centre for Science, Technology and Innovation in the field of ICT (TIVIT). Dr. Pentikousis has published more than seventy academic papers and book chapters in areas such as network architecture and design, mobile computing, applications and services, local and wide-area networks, and energy efficient networking. Page 65 of 91 FP7-257418 ULOOP STREP Dr. Uwe Horn works as a Senior Expert for Fixed and Mobile Multimedia in Huawei’s European Research Center, located in Munich, Germany. He holds a doctoral degree in Telecommunications Engineering and a diploma degree in Computer Science. Before joining Huawei in June 2009, he worked 9 years for Ericsson Corporate Research and 2 years for Accenture. In Accenture he was part of the Executive Management Team of the German Network Practice. In the past, Dr. Horn conducted and coordinated large research programs in the area of fixed and mobile multimedia services. His main research interests are scalable video coding & transmission, cross layer optimization for wireless multimedia services, mobile broadcast and content delivery networks. Dr. Horn coordinated and actively contributed to standardisation activities in 3GPP, OMA, and Open IPTV forum. He also managed large internal and collaborative European research projects. Dr. Horn published more than 40 journal and conference papers and filed more than 15 patents. 2.2.4 ARIA S.P.A. (ARIA) Founded in 2005, Aria S.p.A. counts among its shareholders the an American investment fund Gilo Ventures, international investment banks and leading private equity funds in Russia and Ukraine. Aria is the only Italian operator who owns a national WiMAX license for the distribution of wireless services, both broadband Internet and telephony, winning the licenses in all Italian regions for the frequencies in the 3.5 GHz spectrum in February 2008. Aria is planning to launch their services throughout Italy during the next 4-5 years, with priority given to areas in "digital divide", which are currently not served by any broadband, but expanding hi coverage also in Metropolitan areas. Aria has an initial regional focus in the Umbria region, with a successive establishment in Puglia, Veneto and Lombardia, with the other regions that will follow. Aria is moving from the start-up phase to the execution phase, with strong organizational changes strengthening the team, counting with several experienced managers coming from the main Telco operators in Italy. Aria is strongly motivated to develop alternative business model inspired to his customer centric approach, care for quality, and network openness to new services beyond the vertical and closed models. Key personnel: Mr. Alessandro Stagni is currently responsible for Innovation in ARIA S.p.A. Since then, he was Strategic Marketing Director in Italtel (Milan), Network Engineering and R&D Director in AUNA (former Retevision) in Barcelona (Spain). He also worked in Telecom Italia in several IP network and OSS projects and as Researcher in Alcatel Face Italia in the DSP algorithm development. He obtained his degree in Electronic Engineering at the University of Rome “La Sapienza” and is Alumni of “IESE - Universitad de Navarra”. He led several projects regarding telecommunication market strategies, large wired and wireless IP networks, Voice and TV over IP. He also write, as freelance, several publications on the Web and on specialized magazines about technical and marketing issues and Internet impact on society. Mr. Gabriele Giottoli is currently responsible for IP networks technology and design in ARIA. His professional experiences rotate around the world of the Internet Protocol. Particularly in the engineering and on the development of devices IP oriented to connecting in net physical appliances, on the systematic advising mostly in the Linux embedded world and the analyses on traffic/architecture of nets IP. He designed and patented several equipments in the field of control and home gateways and operated as consultant for Italian Justice Department for computer forensic. Page 66 of 91 FP7-257418 ULOOP 2.2.5 STREP Caixa Mágica Software (CMS) Caixa Mágica Software (CMS) is an SME company responsible for the development and marketing of Caixa Mágica Linux (CML), the leading Portuguese Linux distribution. CML is available in hundreds of Portuguese computer stores and specialised resellers. In the private sector it is installed on thousands of enterprise systems. In the public sector it is also installed on computer systems in Hospitals, Municipal Authorities, 1.100 schools spread all over the country and more than 10 universities. CML is installed in more than 650.000 computers as part of wide scale Portuguese initiatives. CMS is involved in the deployment of more than 100 CML appliance firewalls for the Portuguese army. CMS has a significant background in research projects namely NITEC (Nucleos de Investigacao e Desenvolvimento Tecnologico 226/32/06) (AdI national project), the EDOS project (EU FP6 Strep) and EU FP7-ICT-214898-MANCOOSI where it is participating and actively leading on different work-packages with many international partners. In ULOOP, CMS will contribute with its extensive knowledge related to the design and creation of desktop operating systems together with its experience in developing desktop user applications (GUIs) and with the previous research work can provide a strong industrial set of competencies and ability to realise applications in real systems for the ULOOP project. CMS also has the ability to gain real user feedback for any new technologies that are implemented. It also can provide a strong leadership for certain tasks and the results can be provided to the Free and Open Source Systems (FOSS) community. CMS has a small but well focused research team. The development of operating system desktop projects with a large deployment and a wide user-base has enforced a culture of systematic development and an understanding of end-user requirements. In the scope of e-school initiative, CMS have a commercial product that is a CM Linux notebook which is very popular (over 50.000 systems sold) and is known for the userfriendliness of the UMTS network connection management software. This was reached through close collaboration between CMS and the Portugal Telecom mobile company (TMN). These works and studies can simultaneously be enhanced by ULOOP outcomes and can be incorporated within ULOOP. Key personnel: Mr. Paulo Trezentos is Research Director and co-founder of CMS. He is also a lecturer at ISCTE (Instituto Superior de Ciências do trabalho e da Empresa) since 1999, teaching classes on "Operating Systems" and "Computer Architectures". As a researcher he participated in several European RTD Projects such as OPIMA, OCTALIS and OCCAMM. He also took part in the Global Grid Forum meetings and the ESA projects (HICOD 2000). In 2000, he was granted the Prémio Milénio 2000 Expresso award for the Linux Caixa Mágica project, a national prize for young researchers that rewards the most promising project. He was awarded a MSc in Computer Science Engineering in IST, Technical University of Lisbon. He is author and co-author of four books on the subjects of Linux and Open Source as well as numerous technical and dissemination articles. Mr. John Thomson is a researcher working primarily on the MANCOOSI project for CMS. He is a graduate of the Imperial College of London where he obtained a Masters in Electrical and Electronic Engineering. During his summer placements he has worked for a number of consultancies and computer software companies. He has also worked for Imperial College as a research assistant where he worked on a project designed to assist teaching using Java based software. Dr. Mário José Batista Romão is a Business Development Director and co-founder of CMS since 2004. He is also an Assistant Professor at ISCTE (Instituto Superior de Ciências do trabalho e da Empresa) since 1984, lecturing subjects like "Project Management for IS/IT Projects", "Information Systems" and "Conceptual Modeling using UML". He is responsible for the acceptance and coordination of Projects developed by final grade students of Computer Science. He holds a PhD in Management Sciences by ISCTE and Computer Integrated Manufacturing at Cranfield (UK). He also holds a MSc in Telecommunications and Computer Sciences, at IST - Instituto Superior Técnico (Lisbon). He holds a degree in Electro-technology Engineer by IST. Page 67 of 91 FP7-257418 ULOOP 2.2.6 STREP FON Wireless Limited (FON) FON (FON Wireless Ltd.) is the world’s largest Wi-Fi sharing community, also known as a Virtual Operator. FON's Fonera wireless routers enable people to share a small part of their broadband Internet service with anyone in the FON Community. In return for sharing, FON members (Foneros) gain free Wi-Fi access at FON Spots worldwide. FON started the free Wi-Fi revolution in 2006 with the first Fonera Wi-Fi router and the goal of free, ubiquitous Wi-Fi for everyone. Today, FON has the most innovative Wi-Fi router on the market, the Fonera 2.0n, close to one million Wi-Fi hotspots, over 1.7 million registered members and a growing list of Telco partners who add FON functionality to their broadband routers. Google, eBay, British Telecom, Index Ventures, Coral Group and Sequoia Capital are investors in FON. Due to its innovative position and beliefs, FON has, in 2006, won the 2006 World Technology Award in the Communications technology, corporate category, presented by the World Technology Network in association with the New York Stock Exchange, Dow Chemical, and others. FON is also a strong innovation supporter and has been working since its beginning with both operators worldwide (e.g., BT, NeufCegetel, ZON) as well as R&D partners worldwide. Following its original principle, FON provides innovative technology by means of the FON lab to Internet users without any cost. FON has also been investing strongly in R&D partnerships. One of such partnerships is with the University of Urbino, partnership which resulted into the idea of a 'global wireless campus' based on user-provided wireless networks’. FONstudent and other studies already realized by FON in other places. In ULOOP, FON expects to contribute to several tasks related to the global specification, and to the validation/demonstration aspects, and will also lead Tasks 2.1 (Technical scenarios) and Tasks 5.3 (Exploitation of project results). In addition, FON will also contribute to ULOOP by providing access to one of its communities located in Madrid, for ULOOP demonstration purposes, as described in section 1.1.1.5 (Demonstration Sites). Key personnel: Mr. Joan Fisbein oversees the development of the company’s full range of on-line technologies and products. Prior to FON, Joan worked as an analyst for Fujitsu and the ICA group. He has developed IT projects for Telefónica Móviles, Uned, DGT and Indra. He is fluent in three languages. Joan received a degree in Technical Engineering from Antonio de Nebrija University, Madrid.. Mr. Iurgi Arginzoniz oversees the development of the company’s full range of Wi-Fi products. Iurgi is a Wi-Fi technology expert and has been with FON since its inception. Prior to FON, Iurgi worked as the technology manager for Air Bites, a Swisscom AG venture. He led the development and systems teams and was responsible for technical client relationships. Iurgi received a degree in Telecommunications Engineering with a specialization in Telematics from the School of Engineering (ESI), at University of the Basque Country, Bilbao. Page 68 of 91 FP7-257418 ULOOP 2.2.7 STREP Technische Universitaet Berlin / DAI-Labor The Distributed Artificial Intelligence (DAI) Laboratory within the Electrical Engineering and Computer Science Department of TUB has since its inception bridged between research and industry. Its research interests are in the areas of agent technology, wireless communication and technologies, network and mobility management, smart filtering algorithms, data mining, and related services and applications. Its six Competence Centres represent the main focuses of DAI-Labor, from which Security, Network & Mobility, and Agent Core Technologies are relevant to ULOOP. Security group works on the design & implementation of autonomous security solutions; Network & Mobility group focuses on seamless communication in next generation heterogeneous telecommunication networks, which also maintains a large, complex, state-of-theart Beyond-3G research testbed; and Agent Core Technologies has experience in service and agent-oriented technologies. DAI-Labor/TUB has participated in many large scale projects that ULOOP can benefit from. Amongst them: OBAN: FP6 project on mobility, QoS, and security management protocols for broadband mobile network via private WLANs and broadband access via DSL and WiMAX for public use. BIB3R: National project investigating mobility protocols, wireless handover, and ubiquitous Internet services with the best possible wireless network access available. ScaleNet: National project studying scalable, efficient, flexible, and inexpensive integration of wired and wireless access networks in heterogeneous networks with support for user and terminal mobility. Daidalos II: FP6 project on seamless integration of heterogeneous networks, in particular mobile and broadband technologies, to enable new services that provide users access to a wide range of personalised voice, data, and multimedia services. NetShield: various approaches originating from multiple domains for detecting malware. SIS: Secure Intelligent Services haptic-based (paraph) security service for usable authentication, based on machine learning algorithms and information theoretic analysis. LOMS (Local Mobile Services) and MAMS (Multi-Access Modular Services): define and develop an open service architecture through which new innovative local mobile services can easily be created, deployed, and consumed by mobile users. TUB is also a partner in the ongoing FP7 project PERIMETER, which aims to establish a new paradigm of user-centricity for advanced networking in multiple-access multiple-operator networks of the future Internet. Key personnel: Prof. Dr.-Ing. habil Sahin Albayrak holds a professorship chair for Agent Technologies in Business Applications and Telecommunication (AOT) at the Technische Universität Berlin. He is a member of the Institute of Electrical and Electronics Engineers (IEEE), Association for Computing Machinery (ACM), Gesellschaft für Informatik, American Association for Artificial Intelligence (AAAI). In addition, he is a member of the Deutsche Telekom Laboratories (T-Labs) steering board. Research areas are next generation telecommunication services, applications and network infrastructures, service-centric architectures, service engineering, agent-oriented modeling, agent architectures, agent programming languages, telecommunication services, e-/m-commerce, mobility supporting services, 3G- and Beyond-3G services, supply chain management, autonomous security and smart systems. Dr. Fikret Sivrikaya received his Ph.D. degree in Computer Science from Rensselaer Polytechnic Institute, NY, USA. Before joining TU Berlin, he was a research assistant at Rensselaer Polytechnic Institute and earlier worked for a telecommunications company in Istanbul, Turkey. He is currently the director of Network and Mobility group at DAI-Labor. He is responsible for coordinating project and research activities in the area of telecommunication technologies. His research interests include wireless communication protocols, medium access control and routing issues in multi-hop ad-hoc networks, distributed algorithms and optimization. Mr. Ahmet Cihat Toker graduated with high honours from Middle East Technical University, Ankara in 2003, with a major in Telecommunications. Between 2003 and 2005 he studied and thought at the University of Texas at Austin, and obtained his Masters degree with a specialization on communications theory and signal processing. Since 2005 he is a researcher at TU Berlin, where he is working towards his thesis on network layer cooperation between heterogeneous operators. He is the author of two granted patents, 3 patent applications, and various scientific articles published on international conferences. Page 69 of 91 FP7-257418 ULOOP 2.2.8 STREP University of Kent (UniK) The University of Kent is a United Kingdom higher education institution founded in 1965 and funded by the Higher Education Funding Council for England. The main campus covers 300 acres of land and is located on the outskirts of the historic city Canterbury. The University of Kent is regarded as the UK’s European University as its main campus is the closest to the European continent. The University of Kent runs over 500 undergraduate and 120 postgraduate programmes in addition to undertaking world-class research in a diverse range of scientific and technological areas. The main academic disciplines include electronic engineering, information technology, computer science, business administration, economics, law etc. There are currently over 17,000 students at the University of Kent. The School of Engineering and Digital Arts is one of the engineering schools at the University of Kent. The school is engaged in high-quality research with significant national and international impact while offering excellent opportunities for graduate studies. In particular, the school has established a strong international reputation in the areas of broadband wireless communications, wireless sensor networks and embedded systems and instrumentation University of Kent within ULOOP contributes to the main technical work packages WP3. Specifically, the University of Kent plans to study radio resource management, cooperation incentives and mobile management for the ULOOP. In addition, the University of Kent will lead WP5 on ULOOP dissemination and exploitation and will contribute to WP1 and WP2. The Broadband and Wireless Communications Group in the School of Engineeringand Digital Arts, the University of Kent is internationally renowned for research in wireless systems, antennas, and photonics. The research activities have been well funded by the European Commission, UK research councils and charitable foundations to investigate key technologies and components in broadband wireless communications. For example, the group is involved with EU FUTON, EXTRACTT, ISIS projects. The group is well equipped with a wide range of laboratory and computing facilities and diverse software packages for research support. The group currently comprises 6 academic staff, 11 post-doctoral researchers and 30 Ph.D. students. It possesses a wide range of expertise from theoretical analysis to specific system implementations. Key Personnel: Dr. Huiling Zhu will participate in the ULOOP project as a researcher. She is a Researcher working on efficient radio resource allocation and cross-layer design in the Broadband and Wireless Communications Group at the University of Kent. She got her Ph.D. in communications and information systems from Tsinghua University, Beijing, China in Sept. 2003. During her Ph.D. study, she worked on adaptive quality of service (QoS) and medium access control (MAC) in wireless networks. She has proposed a chunk-based resource allocation scheme in multiple-user OFDM systems. In addition, she developed the concept of ‘achievable capacity’ and came up with algorithms to estimate this accurately and utilize it for admission control. She helped develop a contention-based prioritised opportunistic MAC protocol for wireless networks. She worked on resource allocation for the FP7 IP project: FUTON. In total Dr. Zhu has published 20 referred journal and conference papers, two patents and has several papers awaiting publication. Prof. Jiangzhou Wang is currently a Professor of Electronics and is leading the Broadband and Wireless Communications Research Group at the University of Kent. He has much research experience in wireless mobile communications and wireless sensor networks and has published over 200 referred journal and conference papers, and three books. He is an Editor for IEEE Transactions on Communications and a Guest Editor of three times for IEEE Journal on Selected Areas in Communications. He holds one US patent in the GSM system. He has relevant research experiences in wireless LAN and mobile communications. Professor Wang has been involved with EU FUTON, EXTRACTT and ISIS projects. Page 70 of 91 FP7-257418 ULOOP 2.2.9 STREP University of Geneve (UNIGE) The Academy of Geneva was created in 1559 by Jean Calvin. With the creation of the Faculty of Medicine in 1873, the institution acquired the status of University. Since then, the UNIGE has continued to embrace new disciplines in order to remain responsive to new needs in education and research, while maintaining its tradition of humanistic values. The University of Geneva has a student body of 13 300 students. University of Geneva is represented in the ULOOP consortium by the Advanced Systems Group (ASG) specialised in mobile context-aware applications and services. The ASG is part of the Social and Economic Sciences faculty, which strengthens its multidisciplinary approach to IT solutions. For example, the ASG has pioneered computational trust management based on the human notion of trust as modeled in social and economic sciences: psychology, sociology, economics... In this field, it has participated to several EU projects: FP5 FET SECURE (formal computational trust engine), FP6 EDOS, FP7 PERIMETER (online reputation of telecom network providers). Key Personel: Dr. Jean-Marc Seigneur is an Assistant Professor at the University of Geneva, has carried out his PhD on computational trust at Trinity College Dublin. He has worked on many EU projects. He is leading the trustcomp.org community with now more than 230 academics and industrials since 2004. He has published more than 40 scientific publications in the field of privacy protection, security and trust management. He is currently participating to the PERIMETER project. He is an evaluator of project proposals for the European Commission as well as an evaluator of ongoing accepted FP projects. Mr. Xavier Titi is a PhD student at the University of Geneva working on online reputation of telecom providers and their networks as part of the EU FP7 PERIMETER project. Page 71 of 91 FP7-257418 ULOOP STREP 2.2.10 Teleinform S.P.A (TLI) Teleinform SpA begins it activities in 1987 with the aim to foster experiences in ICT field with the support of the mother company CRES (Centro per la Ricerca in Sicilia). While CRES has always carried on R&D activities, Teleinform SpA has been more focused on industrial development of products and solutions. Personnel of both companies is involved in the TeSys Lab (Telecommunication Systems Laboratory) at CRES. In the last years Teleinform SpA has specialised in services supporting the Internet network, offering a very large sample of solutions. As Internet Service Provider it gives access to the Internet using traditional and wireless technologies according to customer requirements. Recently, Teleinform SpA has improved the participation to R&D activities and it has participated to the IST-ANEMONE project as third party, in cooperation with CRES, in order to explore IPv6 mobile solutions (MIPv6, NEMO). Teleinform SpA owns and operates the ANEMONE Italian testbed. TLI will contribute to ULOOP in regards to the technical use-cases and socio-economic viability, as well as mobility aspects and in regards to the pilot implementation. TLI will also provide ULOOP with a specific experimentation site based on its own commercial network. Key Personnel: Mr. Paolo Di Francesco received his Master’s Degree in Electronic Engineering at the University of Palermo. He collaborated at the IST-SUITED project in 2001 and since 2001 he works as senior researcher and technical coordinator at the TeSys Lab. He participated to the ITEA-POLLENS and IST-ANEMONE and he currently participates to the Italian IPv6 Task Force. He is also board member (Consigliere Nazionale) of Assoprovider, the association of independent Italian ISP. He is an expert of QoS, IPv6 and middleware solutions and lately he works on 802.11/HIPERLAN technologies. Mr. Giuseppe Damiani works since 2006 as the network administrator of the Teleinform Infrastructure. He has participated to the IST-ANEMONE project and has a deep understanding of routing protocols (e.g. OSPF), AAA, typical ISP services and he has various certifications in different fields. Page 72 of 91 FP7-257418 ULOOP STREP 2.2.11 University of Urbino (UniUrb) The University of Urbino (UniUrb) is an Italian Academic Institution founded in 1506 in Urbino, a Renaissance city recently included in the list of Unesco World Heritage sites. At present it counts 10 Faculties (including Science and Technology, Economics, Law, Political Sciences, and Sociology), 500 faculty members, and about 15,000 students. Thanks to the widespread diffusion of University buildings and student residences all over the ancient town, Urbino fully realizes the idea of city-campus. In 2006 UniUrb has started the development of an open metropolitan-area wireless access network, called Urbino Wireless Campus, with the attempt of providing ubiquitous city-wide connectivity to its students while contributing to address digital divide issues. Since then, the project has attracted more than 50 partners and the wireless campus has become a real-world testbed for innovative access technologies and models. UniUrb will be mainly involved in three work packages. In WP2 (ULOOP Framework) UniUrb will participate in the task T2.1 (Technical use-cases) and it will lead task T2.2 (socio-economic sustainability), taking care of the development of an agent-based simulation framework for sustainability assessment. In WP4 (Pilot deployment and Validation) UniUrb will contribute to tasks T4.1 and T4.2, making available the Urbino Wireless Campus network to be used as testbed. In WP5 (Dissemination and exploitation) UniUrb will lead task T5.1 (Dissemination and Event Organization). In addition, UniUrb will take part in the coordination and management activities (WP1) together with all the partners. UniUrb has multidisciplinary competences in the field of Internet access network, gained with the "Urbino wireless campus" project, which has involved electrical engineers, computer scientists, sociologists, economists, and jurists. In particular, the research group of Alessandro Bogliolo has developed the concept of "Neutral Access Networks" (NANs), which are a special class of open access networks conceived to grant positive externality to a shared access infrastructure. This is done by considering the access infrastructure as a network per se, which provides internal services and possibly exploits its territorial and social dimensions. Externality creates a positive feedback loop among users, service providers, and network operators which increases market penetration, motivates the development of new services, and promotes the deployment of new infrastructures. The staff members of UniUrb have addressed the technical, legal, administrative, and regulatory issues raised by the implementation of a NAN, and they have built simulation models to test ecnomic sustainability. The Urbino Wireless Campus network has been used as a real-world testbed for NAN prototypes. UniUrb has worked in partnership with FON Wireless ltd to conduct a feasibility study for a "global wireless campus", built of user-provided wireless networks and opened to university students worldwide. In addition, the research group has worked in the field of opportunistic networking for ad-hoc networks, wireless sensor networks, and environmentally-powered networks. Key personnel: Prof. Alessandro Bogliolo, Associate Professor of Computer Systems, is Director of the Information Science and Technology Institute of the University of Urbino, Italy. He got a Laurea degree in Electrical Engineering (1992) and a Ph.D. in Electrical Engineering and Computer Science (1998) from the University of Bologna, Italy. In 1995 and 1996 he was with the Coputer Systems Laboratory of the Stanford University, Stanford (CA). From 1999 to 2002 he was Assistant Professor with the University of Ferrara, Italy. Since 2006 he has been responsible for the Urbino Wireless Campus Project. He has co-authored more the 100 peer-reviewed papers. His research interests include wireless sensor networks, Internet access networks, and energy-aware networking. Dr. Emanuele Lattanzi, Assistant Professor of Computer Systems, received the Laurea degree (summa cum laude, 2001) and the Ph.D. (2003) from the University of Urbino, Italy. In 2001, he joined the Information Science and Technology Institute of the University of Urbino. In 2003, he was with the Department of Computer Science and Engineering at the Pennsylvania State University, working as a visiting scholar with Professor Vijaykrishnan Narayanan. His main research interests are in the areas of wireless sensor networks, environmentally-powered embedded systems, computer simulation, and modeling. Page 73 of 91 FP7-257418 ULOOP STREP 2.2.12 SANJOTEC – Associação Científica e Tecnológica SANJOTEC – Scientific and Technological Association, is a non profit association with the main objective to provide technical and scientific support to the entrepreneurial community, in order to contribute to its modernization and development, through innovation. SANJOTEC also manages the Enterprise and Technological Centre. The Enterprise and Technological Centre has a central core, consisting by the building-headquarters and the Incubation Centre, and also includes an Innovation Centre, business´s functioning areas and an area for expansion of the industrial core, enclosing a total area of 80 thousand square meters. In terms of co-creation experience, the organizations that compose SANJOTEC and the SJM-ILL have a long experience in this area at a national and international level: The SJM City Chamber; The University of Aveiro (www.ua.pt) – member of the European Consortium of Innovative Universities (ECIU); The Employers Club of SJM (www.clubedeempresarios.pt/) – member of the regional Entre Douro e Vouga Entrepreneurial Council; Faurécia - Seats for Cars S.A. - part of the multinational Faurécia Group, operating in the automotive sector with 11 Billion € sales volume in 2005; Association of Science and Technology Parks of Porto – associated of TechParques, the National Association of Science and Technology Parks, which is also associated to IASP – International Association of Science Parks; The Portuguese Technological Shoe Centre (http://www.ctcp.pt/), which develops and coordinates R&D projects in the shoe sector and related industries, provides technical consultancy and training, laboratory work, testing and prototype building of new equipments and products since its opening in 1986. The Portuguese Technological Shoe Centre is a profitable Centre and is a member of EURIS, the European Union of Research Institutes for Shoes. SANJOTEC enters the ULOOP project as third-party related to the management of the SJM-ILL, one of the fundamental demonstration sites to be relied upon in ULOOP, and will not have cost claims. Key Personnel: Alexandre dos Rios Paulo graduated in Electronics and Telecommunications Engineering, by University of Aveiro; Pos-Graduation in Industrial Management and Logistics. Since 2007 is the Operational Director of SANJOTEC – Scientific and Technological Association and Treiner at University of Aveiro in the areas of Method Time Measurement, Logistics and Supply Chain Management; Between 2004 and 2007 was Project Leader of ICT and Telecommunication projects in the Broadband Systems Group – University of Aveiro Emídio dos Santos Gomes is, since 2000, a Full Professor in Abel Salazar Biomedical and Sciences Institute – University of Porto. Currently is the President of the Association of Science and Technology Parks of Porto and the Administrator of Science and Technology Park of Porto and Science and Technology Park of AVE. He is also a Permanent appraiser of the EU for cooperation projects between the university and industry. Between 2002 and 2005 he was the President of the Administration Board of The Portuguese Innovation Agency. Antonio Costa is currently is a consultant of the SJM City Chamber for the Information Society, responsible for the Wireless BroadBand Telecommunication’s Infrastructure of S. João da Madeira, coordinator of the IP-TV project for the Municipality. From 2005 to 2007 was the coordinator of the project Entre Douro e Vouga Digital Region and the responsible for the conception and implementation of the Optical Fiber Network in S. João da Madeira. Page 74 of 91 FP7-257418 ULOOP STREP 2.3 Consortium as a Whole The ULOOP consortium was established based on specific sets of competences and profiles required, aiming to achieve a good balance between the industry and the academia perspectives. Overall, the consortium is composed of 11 partners from 9 Member States of the European Union, as listed in Table 2.1. The ULOOP consortium consolidates not only a scientific perspective towards results to be achieved, but it was also devised having in mind being able to realize and to exploit the results developed throughout the project. The consortium integrates different perspectives bringing together the concerns and requirements both from the network side, as well as from the end-user side. In addition to the 11 partners, a third-party (living-lab) also enters the consortium for demonstration purposes. Table 2.1: ULOOP Consortium. Participant no. * Participant organisation name 1 (Coordinator) Alcatel-Lucent Bell Labs France 2 Short Name Type France Industry Instituto Nacional de Engenharia e INESC Porto Sistemas de Computadores do porto Portugal Research 3 Huawei GmbH Germany Industry 4 ARIA ARIA Italy Industry 5 Caixa Mágica Software, SA CMS Portugal Industry 6 FON Wireless Limited FON United Kingdom Industry 7 Technische Universität Berlin TUB Germany Research 8 University of Kent UniK United Kingdom Research 9 Université de Genève UNIGE Switzerland Research 10 Teleinform SPA TLI Italy Industry 11 University of Urbino UniUrb Italy Research Technologies ALBLF Country Duesseldorf HWDU All partners are committed to allocating leading experts and qualified personnel, many of whom have cooperated previously in successful European projects. The different partners are grouped according to their target area as illustrated in Figure 12. From an end-toend perspective, the functionality refers to the end-user (User Perspective), the access part of the network (Access Perspective) as well as the service provisioning share of the network (Service Perspective). Under User Perspective are partners CMS (software house) and FON (virtual operator). CMS develops an open-source of UNIX under GNU and will bring to the project a long experience with large-scale projects related to the end-user and to cooperation, as well to software development focused on the end-user and on service provider assistance. FON provides an essential component to the project due to their expertise as pioneers of user-centric business models. In addition, the user-perspective target area includes the participation of SANJOTEC as liaison to the SJM-ILL, which is one of the demonstration sites chosen to integrate the ULOOP pilot. Page 75 of 91 FP7-257418 ULOOP STREP HWDU User Perspective Access Perspective ALBLF Living-Labs FON CMS TLI ARIA TUB UNIGE UniK UniUrb INESC Porto Service Perspective Figure 12: Partner grouping according to Internet target area. The Access perspective towards user-centricity is provided by partners HWDU (access vendor), ALBLF (access vendor), as well as ARIA (alternative operator). ARIA brings in the perspective and requirements that access operators have concerning the functionality to be developed in ULOOP and also an advanced vision in terms of alternative business models, in particular related to the interaction of Wi-Fi and WiMAX backhaul. HWDU and ALBLF will provide the essential perspective of access management, given that the purpose of ULOOP relates to the development of functionality that is based upon cooperation of end-users, but where is expected that the end-user holds the expectations that are normally faced by access operators. FON will interact also with the access perspective, being expected a strong part in the exploitation of project results as well as development of adequate business models and analysis of economic sustainability, along with the different vendors involved. Under the Service perspective the consortium has TLI, ARIA. TLI is involved in the Italian Association of ISPs and therefore, the contribution of TLI towards the development of ULOOP is essential for both commercial and legal input. As illustrated, both FON and CMS fall also into Service Provider. FON is a VO, embodying a new type of service provider model, focused on the end-user. CMS interacts with this category, given that their products have as targets Service Providers. In addition to the industry partners, research partners will have a key role across the three different perspectives. The research partners include one private R&D associate R&D laboratory, INESC Porto, as well as four universities. INESC Porto is responsible for the project management and dissemination tasks. INESC Porto has a vast expertise in the participation of several EU IST projects (FP5, FP6, and FP7) as well as in the participation of other European and national frameworks. In addition to management, INESC Porto team will be, along with the other research organisations and universities, involved technically in several WPs bringing know-how related to user-centric networking architectures. A crucial aspect of INESC Porto to be brought to the project is its expertise as mediator between industry and academia. The four universities also have vast expertise in EU IST projects (e.g., OBAN, DAIDALOS, Ambient Networks, FUTON, PERIMETER) both in terms of active participation and in terms of project and task leadership. The partners have been selected based on specific description of requirements and skills, to ensure that all activities towards the expected results are carried out efficiently and with high quality. In addition to the know-how brought by each partner, three partners will provide the liaison to specific testbeds. TUB will be responsible for the liaison to BOWL, while UniUrb manages UWIC, and TLI will also provide access to its own network. Demonstration sites are to be managed by FON and SANJOTEC. Page 76 of 91 FP7-257418 ULOOP STREP 2.4 Resources to be committed The costs in ULOOP have been split into the categories of RTD, DEM, MGT. For the computation of the direct personnel costs, real and current average person-month rates have been used per partner. Indirect costs are based on the rates partner apply, according to the respective cost model. The overall breakdown is provided in Figure 13, where we provide the staff breakdown (Persons-Month) per WP and per Task. Figure 13: Effort breakdown per WP and per Task. In regards to travelling costs, the consortium estimates an average of 1,500 Euros for one travel, under the assumption of 1 or 2 persons travelling, economic round-trip flight, an average stay of 3 days. Travelling due to publication or dissemination incurs an average cost of 500 Euros, related to registration fees. The project encompasses a total of 610 PM, being a total of 563 PM dedicated to RTD activities, 35 PM dedicated to DEM activities, and 12 PM from the coordinator ALBLF dedicated to MGT. As shown, there is a good balance across all RTD activities, being WP3 the one that contains a higher effort in terms of PM, which is natural due to the core activities it integrates. 2.4.1.1 RTD Costs In regards to personnel, the consortium commits a total of 563 PM for RTD activities, including the scientific coordination, as described in section 2.1. In regards to equipment costs, most of it relates to CPE, given that the partners are also contributing with specific local testbeds, and also given that the global validation is to be performed based on the pilot described in section 1.1.3, based on existing equipment and Internet access. The majority of the equipment to be acquired relates to UE. It should be noticed that most of the partners have local testbeds that require extensions in particular to UE that supports Android. Moreover, CMS will also need to acquire a specific server which will serve as the basis for the integration of the functionality, as described in Task 3.4. (cf. Page 77 of 91 FP7-257418 ULOOP STREP Section 1.3.3.3). In addition to UE, TLI will also need to acquire servers and a switch which will serve the purpose of providing adequate separation and also traceability to the commercial nodes that are to be the basis of the experimental TLI site described in section 1.1.3. Equipment costs amount to an approximate total of 58k Euros and are distributed only per partners involved in WP3 or WP4. Within RTD travel costs include all of the travelling, being the total 623k Euros, which corresponds to a total of 188 trips equally distributed across the 11 partners. This can be further split into travelling due to conference or standardisation participation, or other related events where the consortium publishes or disseminates events; travelling due to scientific coordination reasons (SC meetings); travelling due to integration reasons, being one to two trips considered per year, for the partners that are involved in the development of the pilot, or in demonstrations. In regards to travelling, a minimum of participation on two different events for publication purposes per year and per partner is expected. Moreover, for the partners involved in standardisation, a minimum of participation on two different events per year per partner is considered. In regards to travelling due to management events, the consortium has agreed that such travelling includes three trips per year for each partner, as reflected in the milestones of WP1. Dissemination costs represent an approximate total of 60k Euros and cover the organization of the events described in section 3.2.1.2 as well as project publicity costs. In regards to organization of events, the consortium has considered: two scientific workshops (9.6k Euros per workshop); two industrial events (8.5k Euros per event); two networking events (5k Euros per event) for the purpose of demonstrating ULOOP in the two demonstration sites of the pilot. The consortium decided to have such costs aggregated under the budget of the scientific coordinator (INESC Porto). For all events, an estimate has been considered for support of up to 100 participants (1 day for the workshops and industry events, 2 days for the networking events). The categories of costs relate to catering and marketing support; participation of keynote speakers. The scientific workshop organization also includes a best paper award. The industrial events and the networking events include also an estimate for rental space, e.g. booth in ICT. Publicity material costs reflect an estimate for distribution of material up to 500 persons and include leaflets, brochures, as well as an edition of a project book during the last year of the project. The expected total for publicity is 13k Euros. Moreover, permission from the Commission will be asked before engaging trips outside Europe and very costly trips, that are not already mentioned in the proposal. . 2.4.1.2 DEM Costs In ULOOP, demonstration costs are only present on Task 5.1. These costs simply reflect personnel that will be assigned to the deployment and maintenance of demonstration events which are scheduled to occur on M35 and M36 (cf. section 1.3.3.5). The consortium commits a total of 35 PM for the development of the demonstration events. 2.4.1.3 MGT Costs MGT costs in ULOOP integrate personnel from the coordinator allocated to Task 1.1 (12PM), as well as audit certificates reimbursement in an average of two or three for the whole project lifespan. Audit certificates are only considered for partners as described by the rules on reporting and payments outlined in Section 11.4 of the Annex II General Conditions to the FP7 Grant Agreement. Specifically, only partners requesting EC contribution equal or superior to 375.000 € when cumulated with all previous payments will be required to submit a certificate on the financial statement. Page 78 of 91 FP7-257418 ULOOP 3 STREP Impact 3.1 Strategic impact ULOOP is expected to impact on several aspects of challenge 1, being particularly focused on objective ICT2009-1.1 The Network of the Future defined in the Work Programme for the Information and Communication Technologies (ICT) theme of the European FP7 research programme, call 5. Such impacts can be grouped into three main aspects: scientific impact; social, economic, and business impact. 3.1.1 Scientific Impact ULOOP focus on community-driven networking is a highly relevant aspect from an EU scientific perspective, due not only to its novelty and embryonic state, but also due to the fact that current commercial examples of community-driven networking are based on Europe (e.g., FON, Whisher, OpenSpark, Freifunk). By providing evolutionary steps in the way that wireless local-loops are formed and complement the access, ULOOP is contributing to the proliferation of these new commercial or public-based models. ULOOP is therefore providing competitive advantages from a scientific perspective. Not only will this impact the EU research panorama, but it will also give rise to new commercial models. The topic of UPNs is a central one also for several European Technology Platforms, for instance, the eMobility Platform, where user-empowerment is a topic being pursued on EIFFEL, being UPNs one of the main items discussed, as part of the vision of a Future Internet architecture. In regards to advancements from a scientific perspective, one key aspect is the development of low-cost and yet robust expanded access in a way that is community-driven. Robustness here means that the architectures based on ULOOP functionality will be able to provide the end-user with resources close to that of the broadband access in a secure way and yet with low management complexity, from an access perspective. ULOOP is therefore disruptive in nature, particularly given that some of the cooperative aspects are based upon existing wireless networks, which are normally controlled by central points (infrastructure based). Not only that, but ULOOP is also expected to scale beyond what has been achieved so far in terms of autonomic networking, and during the lifetime of the project, a pilot will become the living-proof of such scalability. Another relevant and highly differentiating aspect in ULOOP is the development of adequate cooperation incentive schemes not only within communities, but also between communities and the access. Per se, this is already an innovative aspect, but ULOOP will work on this topic from an OSI Layer 3 and OSI Layer 2 perspective. In contrast, research being performed and related to cooperation has been mostly focused on OSI Layer 1 mechanisms. Such mechanisms will strongly impact the way communication is perceived in the Internet. In addition to the current technological platforms, and to dissemination events to be organized together with renowned conferences, ULOOP will contribute to the development of a Future Internet by also organizing events with a specific experimental nature, which have as main purpose to show that individuals can be part of the network, and networking can and should become more user-centric. This is to be achieved not only by means of experimentation and validation, but also by means of realistic experimentation settings, being possible to obtain feedback from real users, not always technically enabled. 3.1.2 Social, Economic, and Business Impact ULOOP has a clear focus in terms of contributions towards meeting community needs. By providing a way to develop robust and trustable wireless local-loops on-the-fly, ULOOP will assist in the rise of communitydriven services. ULOOP is expected to be an evolutionary step in regards to a Future Internet, but will impact the way communities exchange information and cooperate. Furthermore, by being based on existing and low-cost infrastructures, ULOOP helps to decrease the digital divide, given that more people will be able to have Internet access, and people within specific communities will have new services related to social aspects. In economic and business terms, the following impact is expected: Page 79 of 91 FP7-257418 ULOOP STREP New business models. Current privately owned WLANs are significantly underused. ULOOP is expected to optimize such usage and hence it is likely that in the future a wireless deployment contemplating fewer and larger capacity (wireless) equipment to provide coverage within specific communities. This will give rise (as already is) to new business models, in particular neutral and usercentric business models, where cooperation incentives assist the Internet access sharing among users, service providers. The newest form of VOs is expected to evolve into forms not predictable today. This will not only lead to several novel pricing and charging models but also create novel business models, having significant impact on cost structure and competition strategies. Strengthened positioning of European industry in the field of Future Internet technologies and reinforced European leadership in mobile and wireless broadband systems optical networks cognitive network management technologies. By allowing a new community based wireless local loop, the ULOOP project strengthen the European position in the wireless broadband domain. The results of ULOOP will permit operators and manufacturers to offer a new, disruptive, cost and resources effective way to provide wireless access, based on existing resources and aligned with community expectations. This will give to European actors a strong position in this emerging and promising Future Internet area which is more closely related to users’ needs and demands. The community based networking that ULOOP will develop will position Europe as leader in users oriented networking, leading to the opportunity to develop new services more focused than now. Increased economic efficiency of access/transport infrastructures (cost/bit). The wireless local loop that ULOOP will develop and promote will be very resources efficient and thus, cost effective. By reusing the existing deployed resources that are the privately owned WLAN, the ULOOP paradigm allows to reduce the CAPEX of the access part of the network to what it strictly needed. Moreover, the cost of deployment which is one of the major costs of a wireless access will be dramatically reduced. As such, the cost per bit proposed to the users would be lowered of one order of magnitude. Global standards, interoperability and European IPRs reflecting federated and coherent roadmaps. ULOOP will allow Europe to own IPRs on this emerging paradigm, at its very early stage. Although the concept of user provided network gains momentum, its real implementation is still to be addressed, and it is the time to patent the core technology that are needed. Wider market opportunities from new classes of applications taking advantage of convergence. The user provided network proposed by ULOOP is community centric. The social networks which are application facet of the community centric paradigms showed their value in impacting the way people behaves on Internet. It is expected that a similar revolution will hit the wireless network area, by allowing a community based connexion that opens the doors toward new classes of applications leveraging on the user controlled network. Accelerated uptake of the next generation of network and service infrastructures. The ULOOP project will demonstrates how network can evolve from a fully centralized (as in wireless realm) or a partially distributed (i.e. Internet world) model toward a user-centric approach that changes the way that the network and infrastructures are considered. It is expected that ULOOP results will have an impact on network architectures similar to the impact on application architecture the P2P model did have. 3.2 Plan for the use and dissemination of foreground 3.2.1 Dissemination The dissemination activities within ULOOP are covered by WP5 as described in section 1.3.3.5. All partners are committed to work on the specific task of dissemination, and WP5 specifically highlights minimum expected contributions. The WP5 partner will be in charge of the coordination of the dissemination of results and in reporting such coordination to the project SC. Furthermore, and as a global guideline, partners are encouraged to publish individual results. Moreover, dissemination of ULOOP will be performed in liaison to several entities, conferences, or other events where partners are already actively participating. The main purpose of the dissemination activities relate to informing and engaging individuals, groups, and organisations in both the academic and industrial areas, Hence, the dissemination activities are not only focused on scientific publications or academic seminars, but makes use of other channels of promotion to engage stakeholders who might take up ULOOP outputs and the stakeholders that can help to ‘make it happen’. Dissemination activities can therefore be grouped into four main categories: scientific publication activities; event organization; standardisation contributions; training activities. Page 80 of 91 FP7-257418 ULOOP STREP All dissemination activities are to be regularly updated on the project Website, which will contain both a private area and a public area. The private area will be accessible to all the consortium members and will be used for exchange of documents, reporting, as well as synchronization of tasks. The public area will be a primary tool for result dissemination. It will be the portal for the ULOOP software and support of community of users with regular updates. A specific focus will be put to disseminate ULOOP software and approach through dedicated discussion based on networking means, such as building up a ULOOP FaceBook account or a specific Forum. Moreover, the project public documentation and relevant news will be also distributed by means of the Website. The project public area can be defined as follows: Information repository with automatic electronic publication for selected documents and reports. Several public forums to discuss selected target topics, including technology and business issues. List of contacts and a news board. Newsletter, to be sent around to subscribed users. Facebook and Linkedin groups updated regularly, to achieve a broader dissemination. 3.2.1.1 Publication Activities The project partners are committed to technical publications in high-quality conferences and journals, e.g. IEEE Infocom, ACM CoNext, IEEE Globecom. A specific roadmap with planned contributions is to be devised in the setup phase of the project, and reviewed yearly by WP5 leader and respective task leaders. Some of ULOOP scientific publications are intended to be presented in the following scientific conferences: ACM SIGCOMM CoNext. IEEE Globecom. IEEE Infocom. ACM SIGCOMM. IEEE International Communications Conference (ICC). ACM International Symposium on QoS and Security for Wireless and Mobile Networks. Moreover, ULOOP will consider the following journals to publish: IEEE Transaction on Communications. IEEE Journal on Selected Areas on Communications. IEEE/ACM Transactions on Networking. IEEE Transactions on Wireless Communications. IEEE Communications Magazine. IEEE Wireless communications magazine. Elsevier’s Computer Communications. Elsevier’s Journal Computer Networks. Springer’s Journal Mobile Networks and Applications. 3.2.1.2 Event Organization Organization of events is a key component in ULOOP. We envision organizing the following events: Page 81 of 91 FP7-257418 ULOOP STREP Two scientific workshops co-located with renowned conferences. The workshops are to be organized in the second and third year of the project lifespan, co-located with e.g. CoNEXT and have as main purpose to disseminate ULOOP results and achievements. Two industrial events. One of the industrial events will be a standalone workshop with the purpose to bring together Internet stakeholders, in particular, incumbent and access operators and to disseminate ULOOP achievements in a useful way to industry partners. The workshop is expected to occur during the first year of the project. The second industrial event is expected to occur together with ICT 2012. Both the industrial events have the purpose to bring to the discussion different Internet stakeholders, and to assist in helping to understand advantages and disadvantages gathered throughout the project. Two networking events for demonstration purposes. These are events that will take place in the pilot demonstration sites, and which have as main purpose to demonstrate ULOOP feasibility in realistic scenarios and for a large number of simultaneous users. They will be organized during the last two months of the project lifespan. Such events are expected to last 2 or three days and will not only assist in disseminating results to specific target groups, but also in obtaining real feedback from Internet end-users, as well as assist in acquiring traces which may be useful for other projects. Moreover, from the implementation and integration activities of the project we expect that demonstrators to become available so that they can be shown at intermediate stages in other events of public nature and related to Future Internet topics. 3.2.1.3 Standardization Activities Standardization in ULOOP is highly relevant in particular for the topics that relate to interoperability of the access, and to all the functionality developed in OSI Layer 3, in particular mobility aspects, and resource management. The methodology followed by ULOOP in terms of standards alignment is to ensure that such alignment is done in full coordination with the business units of the industrial partners involved in the project, and also in full coordination with the work plan of the different standardisation entities. As described in task 5.2, standardisation entities being considered are envisaged are IEEE, 3GPP (SA1 and possibly SA2), IETF (MANET WG, MEXT WG etc.), and IRTF (e2e RG, MOBOPTS RG, Routing RG). Furthermore, in order to prepare later standardisation, contribution to European technology forums are planned particularly to the WWRF, the European Strategic Research Agenda defined within eMobility and to EIFFEL whitepapers. In addition, ULOOP will work closely with the Wi-Fi alliance in regards to Wi-Fi Direct, by means of the FON partner who is currently a member of the alliance. The consortium will also keep a strong cooperation and alignment towards efforts being developed in IEEE 802.21 and IEEE 802.11 related study and working groups. Software developed within the project and related to CPE is intended to be contributed to the Linux Standard Base. Moreover, ULOOP partners have a track record of standardisation work in the bodies envisaged and in some cases chair working groups; more details were provided in the 5.2 task description. 3.2.2 Exploitation Strategies ULOOP addresses several aspects within its lifespan that will assist in exploitation of the results during the project and also after its lifespan. Exploitation is performed in full alignment with the roadmaps of the industry partners involved, to ensure that the strategies proposed will result in reasonable benefits, within a reasonable timeframe. Starting from the early days of the project, the consortium will put special emphasis on the exploitation of project results, by addressing the practical issues of usability and sustainability as part of the overall framework specification activities in WP2. More specifically, socio-economic sustainability of user-centric networking and the impact of regulation, business models, and public policies will be investigated in Task 2.2, laying down a significant basis for the commercial exploitation of ULOOP results. Moreover, by explicitly considering the interoperability and integration of ULOOP functionality with the legacy systems, Page 82 of 91 FP7-257418 ULOOP STREP exploitation of project results in the current telecommunications market will be an inherent aspect of the research and development activities of the project. A comprehensive study of initial market opportunities will also be carried out in the first year of the project as part of Task 5.3. The consortium will then have a more concrete exploitation plan available, which will guide further exploitation activities in the following years of the project. The biggest exploitation impact is expected from the industrial partners; FON, Huawei, Alcatel-Lucent, Aria, CMS, and TLI. Such exploitation impact can be categorized by business partner area, as detailed in Table 5. From the strong industry commitment an aspect that is relevant to cite here is the commitment of the large industry partners ALBLF and HWDU to standardisation activities, as well as the commitment of industry partners such as FON, TLI, ARIA who will also provide support and be strongly committed in terms of demonstration and dissemination activities. Table 3.1: Partner business area and exploitation plan. Partner Business Area Exploitation Plans Access equipment vendor Development of competitive products with a user-centricity component, that results into more efficient and robust transport of services up to the Internet end-user. Contributions to roadmap definition for network elements by identification of requirements, to ensure compliance since day one. Access/virtual/service provider Socio-economic analysis as basis for new business models and differentiation. Optimized network operation (resources, mobility management). Expanded, low-cost capillarity. Lower OPEX/CAPEX Provide differentiation in services to Internet users. Use results for standardisation in e.g. 3GPP, IEEE, IETF, WWRF. CPE Software House Development of autonomic software suite containing advanced networking support. Better understanding of access interoperability risks and solutions. Integrated development of software modules already addressing the access needs. Use results for standardisation e.g. in IETF, Wi-Fi alliance. R&D entities academia from Development of advanced networking concepts, and validation in realistic scenarios. Possibility to develop an innovative topic and hence assume a leadership position. Strong dissemination of results backed up by workshops as well as publications. Use results for standardisation in related standardisation entities. The following table summarises the preliminary dissemination and exploitation plans of individual partners. Once the project starts, individual plans will be refined and harmonized for maximum impact. Page 83 of 91 FP7-257418 ULOOP STREP Table 3.2: Individual partner exploitation plans. Partner Exploitation Plans ALBLF ALBLF mission is to prepare the future of Alcatel-Lucent products and offers to its customers. The expected results from ULOOP are considered as one of the key innovations to answer to the wireless capacity difficulty that the operators are facing to. The rapid growth of the mobile Internet, driven by rapid adoption of terminal like iPhone, creates a new demand for wireless capacity. The development and adoption of new wireless technology like LTE, or network MIMO, is one of the facets of the global answer. ULOOP is positioned on another aspect that consists in reusing in an efficient and cheap way the existing already deployed wireless resources. By allowing dynamic network establishment driven by the needs and resources of the end users, it is expected that ULOOP will permit a disruptive approach to provide more capacity when needed, still with a very limited need of deployment done by operators. The challenges that are addresses in ULOOP aim to validate the value of this approach. The methodology relying on an important experimental phase will allow a rapid and effective assessment of the ULOOP concepts wrt operators’ expectations. The Alcatel-Lucent products that are expected to be impacted by the ULOOP results are (non-exhaustively): 1300 family, Wireless Management Center, that will take into consideration the ULOOP networks in the global picture. The foreseen direction for introduction of ULOOP concepts in this family is to allow a unified management of the wireless resources, including the one made available by user communities. The key aspects to be considered are related to the integration of the spontaneous wireless resources setup by users community into the management centre, then to allow the operator to have a complete view of available and used resources. 1400 family of Unified Subscription, that will integrate community subscriptions; 8600 family of Unified Charging and Billing, for charging and retro-charging of ULOOP resources usage. Products from these families would be updated in order to manage the ULOOP communities as well as their access and resources usage rights. These will allow operators to integrate closely into their own infrastructure and business the resulting set of resources coming from ULOOP communities arrangements. INESC Porto INESC Porto aims at exploring the results from ULOOP by means of a combined educational and new business opportunity application and fully aligned with the topic of UPN currently being pursued both from a scientific and from an industrial perspective. Such exploitation is to be performed as follows: To pursue the topics addressed with industrial customers, by providing concrete advantages and realistic benefits within the scope of ULOOP. To assist in the identification of new research opportunities, in particular associated to guidance of researchers (doc and post-doc) as well as guidance of M.Sc. and PhD students. HWDU Huawei has long-standing experience in standardisation work. Currently, Huawei representatives actively participate in over 90 international standardisation organisations including ITU, 3GPP, 3GPP2, ETSI, IETF, OMA and IEEE. They have been elected in Page 84 of 91 FP7-257418 ULOOP Partner STREP Exploitation Plans more than 100 positions in various organizations, e.g. vice chair of 3GPP CT, 3GPP SA2 IMS and IEEE 802.21 as well as chairs of the WWRF Communication Architecture and Security and Trust WGs. Moreover, Huawei plays a very active role e.g. in the standardisation of the 3GPP LTE/EPC (SAE) solution, IEEE 802.21 and in eMobility and the further development of the European Strategic Research Agenda. The development of mobility mechanisms between operated and community networks in ULOOP is expected to extend the end-user experience and to create new business models and a more diversified telecommunication market. The dynamic network establishment and interconnection is expected to impact to new functionality in existing products and to the development of new product for new business players as well as to new, intelligent end-user devices. In regards to standardisation aspects, the evolution of ANDSF functional entity is a key aspect to consider in ULOOP and results are expected to be potential targets for dissemination. Inter-domain handover management is another key aspect in regards to standardisation and is also expected to impact Huawei network products, end devices and solutions. Huawei is also the vice-chair of the 802.21 on Media Independent Handover working group and as such ULOOP results are expected to be well aligned with the developments being pursued. ARIA ARIA is aimed by the exploration of new business opportunity that will combine the advantage of a WiMAX national wide network and the diffusion of the Wi-Fi technologies. The Wi-Fi capillary diffusion on user appliances is an important vehicle to extend the functionality of a WiMAX network. Also with the expected market development of WiMAX enable devices, Wi-Fi will continue to have a great importance in the Internet access scenario and the interoperability between the two technology will be a key for the success of Aria strategy. Aria is also involved in several project for public Wi-Fi coverage using WiMAX as distribution Network by means of indoor and outdoor WiMAX-Wi-Fi gateways, providing authentication and accounting services to private, enterprises and municipalities. The ULOOP project will allow to discover experiment new approach to the Wi-Fi coverage business enlarging the its scope coherently with the ARIA mission to carry Internet access to everyone and everywhere. CMS CMS plan to deploy the software suite developed in the project not only to new systems powered by Linux Caixa Mágica but also through the update of the 650,000 systems already using CMS main product, Linux Caixa Mágica. Although, as a strategic decision, the user software developed by Caixa Mágica will be under a free license (GPL v2), the knowledge and understanding of the framework will help CMS to differentiate from our competitors (Debian, Ubuntu, SuSE and Red Hat) through an early and complete implementation of the framework and technology. From a service perspective, as CMS works directly with the telecom operators we will devise new ways of reaching the market with the software from the project and the new networks. The majority of growth recently and is predicted for the mid-term future in the consumer PC and electronics markets has been in small-form factor Note/Netbooks and 'Smart' mobile phones. These devices are increasingly taking advantage of on-line frameworks and using principles such as 'Cloud computing' and 'Software as a Service' to allow the aggregation of data to be stored remotely. The re-emergence of these principles and technologies has widely been seen as a result of the advancement of webPage 85 of 91 FP7-257418 ULOOP Partner STREP Exploitation Plans technologies and probably more importantly, social and technological changes to do with communications. Caixa Mágica wishes to position itself in these new emerging markets where there are lots of new users and potential for new, large sources of revenue. Work is ongoing in Caixa Mágica to integrate features from the main Operating System into portable devices. The Magalhães project in Portugal has been a large project to distribute low-cost computing to primary school students using a Netbook form-factor computer. A lot of research has gone into mesh networking and allowing small, local networks to be set up within a classroom environment. ULOOP outcomes and the work of CMS are mutually beneficial and having a simple network mechanism that benefits the use of local user-centric wireless networks is an impact that it wishes to realise. FON ULOOP's results will allow FON to explore new opportunities to diversify ways to allow its members engage in the FON community, by the means of a wider range of cooperation incentives, one of the main subjects of this project. From a point of view of a user-generated network it is desirable studying and putting in practice new forms of cutting costs by the use of certain degree of user-based trust management, as well as by providing the network with cooperative resource management techniques that will help to make it more efficient. Having partnered with several mobile operators worldwide, FON expects from the project to address mobility (handover) solutions which will mean a further reach of our integration with our partners. TLI UniUrb Alternative and innovative business models and a horizon of new services are expected to outcome from the ULOOP project TLI main core business is the wireless Internet in rural areas, where xDSL technologies are not able to provide a sufficient service to customer due to technical limitation (length of the cable, status of the current national infrastructure, etc.). TLI expects that ULOOP will impact in its business strategy thanks to the following factors: The introduction of mobility support that could be used in the future in licensed/unlicensed frequencies. The adoption of new business models that will shift the current main core business of Teleinform SpA (fixed service) to a nomadic or mobile service. The introduction of new specific services, i.e. service that could be used in specific context, e.g. customized services for local communities or niche markets (e.g. tourist services). As an academic institution involved in the development of new Internet access technologies and models, UniUrb has the following exploitation/dissemination goals: Consider the application of user-centric wireless local loops to complement the neutral access network model. Promote the development of new usage paradigms of wireless access networks and services. Find new lines of research and create new technology-transfer opportunities in the field of wireless access networks. Moreover, being involved in the development and management of the wireless acess network called Urbino Wireless Campus, UniUrb will exploit the results of ULOOP to: Page 86 of 91 FP7-257418 ULOOP Partner UniK STREP Exploitation Plans Enhance the coverage and usability of its access network. Induce cooperative behaviours within its students. Develop and deliver new online services. As a university partner, UniK has the exploitation goals in the scientific knowledge area. Since UniK focuses on the ULOOP framework design and implementation, the exploitation in scientific area will include: The product of user-centric local wireless networks framework evidenced as publications in high impact peer reviewed journals and conference proceedings in the area of wireless Internet. The creation of new reference information entities in wireless network in the form of website and cited database aimed at researchers and individual persons who have interest in wireless local loop with access to Internet. Connection to the international technological networking through the collaboration with partnership of the project with the objective of building up the European structure for wireless local loop. Training actions to delivery the outputs of the project in the form of tutorial and developed website. UNIGE A new PhD thesis is expected at the University of Geneva at the end of ULOOP. This new thesis and the trust management advances done in ULOOP will contribute to a new Master course on trust management at the University of Geneva. Thanks to its good relations with Geneva municipality who has already deployed free Wi-Fi in Geneva and given free FON boxed to Geneva citizens in collaboration with FON, the University of Geneva will liaise with Geneva municipality to consider deploying ULOOP technology to increase Geneva wireless coverage quality. TUB TUB will utilize the activities and results of ULOOP to support and further its research potential with specifically targeted PhD thesis work in the focus area of the project for one or two PhD students. Moreover, the results of the project -developed architecture and protocols- will act as additional hands-on tools for research and teaching at TU Berlin. The use of Berlin Open Wireless Lab (BOWL) on the TUB campus as one of the testbed sites in the project will increase the utilization of its already available resources for research and testing and to improve its current capabilities. Main enhancements on the testbed are expected to be through the inclusion of real end users and the application of living lab methodologies. SANJOTEC As a living-lab coordinator and third-party in ULOOP, SANJOTEC envisions a strong impact from the participation in ULOOP, which can be summarised as: Increase the economic dynamics of SANJOTEC, by assisting in the development of the living-lab SJM-ILL competencies; Be able to absorb know-how and expertise together with other user-centric, living-lab alike communities; Be able to derive a set of “Best practices” related to the implications of experimentation and demonstration based on users that are not highly technically enabled. Be able to improve coverage and services provided to the local community of São Page 87 of 91 FP7-257418 ULOOP Partner STREP Exploitation Plans João da Madeira. 3.2.3 Management of Results and of Intellectual Property Management of results within ULOOP relates to any results achieved, be it in the form of knowledge, IPRs, software modules, publications, events, or others. Management of results is to be started as soon as the formal Consortium Agreement is established (before the project start). Such agreement will provide guidelines in terms of roles, responsibilities and mutual obligations to be fulfilled and will adopt the regular guidelines provided by the EC, namely: Specific arrangements concerning intellectual property rights to be applied among the participants, third-parties, and affiliates, in compliance with the general arrangements stipulated in the contract. Management of knowledge generated by the project, and rules for knowledge transfer. Internal organisation of the consortium, its governance structure, decision-making processes, reporting mechanisms, controls, penalties and management arrangements. Arrangements for the distribution of the EC reimbursement among participants and among activities. Rules for partners joining and leaving the consortium. Provisions for the settlement of disputes within the partnership. Access rights of results. Of particular concern is the full documentation in the agreement of the treatment of intellectual property rights, including: Protection of knowledge. Access Rights. Access rights for Use in the project. Access rights for using knowledge in subsequent research activities. Access rights for parties joining or leaving the project. Access rights for third parties. Specific provisions for access rights to software. Royalties due to substantial commercial benefits. In regards to knowledge management, the Consortium Agreement will state any results ownership by individual entities should be provided in proportion to the budgeted amount of effort in the respective task. Conflicts will be meddled as present on the Risk Management plan. The consortium participants may publish information on knowledge arising from the project provided this does not affect the protection of that knowledge. Hence, any publication to be done within the project must be previously agreed with the SC. Participants will also be able to use knowledge, which they own arising from the project, in accordance with the provisions agreed amongst them in the Consortium Agreement. When using knowledge, the consortium partners will make every effort to ensure confidentiality and the need to safeguard the interest of the consortium partners, especially their intellectual property rights. Page 88 of 91 FP7-257418 ULOOP STREP The Consortium Agreement will also provide full details on the treatment of Intellectual Property, which is outlined here. Globally, scientific results and technologies defined during the project belong to the public domain and are intended to be disseminated to the international public domain. Moreover, software functionality developed in the project and having as target CPE is to be released as open-source. In addition to such functionality, access functionality will be released to the public domain in the form of binaries. IPRs of significant impact may appear during the project, either related to existing partner products, or to new concepts. IPRs shall be protected according to the consortium Agreement but ULOOP perspective is that any result developed within the project should not be a closed and exclusive result; instead, it should benefit the public-domain as possible. In regards to joint IPR deployment, during the SC meetings information by partners concerning possible IPR development is to be addressed, and a decision to be made whether or not the IPR requires joint protection. For handling patents the consortium will also apply proven methods used in previous EU IST projects. The partners will inform the consortium of technologies, algorithms, etc., that they offer for use in the work packages that they have patented or are in the process of patenting. Lists of patents related to the project, whether adopted, applied or generated will be maintained for reference, and included in reports made to the EC. 3.2.3.1 Open-source Results and Statistics Handling CMS will store all the results on a specified server. When applicable, CMS will put available the software developed in the project in public repositories where binaries and sources can be retrieved. While the project is ongoing the results will be limited by password authentication to the partners involved to avoid potential dissemination of results in a non pre-decided manner. Once the results are made public the server will have the results moved to a public directory where the results can be analysed as and when needed. Anonymous user data and records will be stored for statistical analysis. Financial details will not be stored on the server nor will any private data be stored on the server. Anonymous user data and records will be stored for statistical analysis. Financial details and private data will not be stored on the server. A bi-monthly backup of the data to an external hard drive will help preserve the results as they are ongoing and when more activity occurs it will be decided with the steering community how often updates should occur. Page 89 of 91 FP7-257418 ULOOP 4 [1] STREP References A. Bogliolo, Introducing neutral access networks, in Proceedings of the 5th Conference on Next Generation Internet Networks, 2009. [2] A. Bogliolo, Urbino Wireless Campus: A Wide-Area University Wireless Network to Bridge Digital Divide, in Proceedings of ACCESS-07, 2007. [3] A. Sangiorgi, P. Di Francesco, Bringing Wireless Broadband to Remote Areas, eChallenges 2008 Stockholm 22-24 October 2008. [4] A. Seraghiti and A. Bogliolo, Neutral Access Network Implementation Based on Linux Policy Routing, in Proceedings of INTERNET-09, 2009. [5] Android. Available at http://www.android.com/. [6] Berlin Open Wireless Lab (BOWL) Testbed. Available at http://bowl.net.t-labs.tu-berlin.de/testbed.html. [7] ComputerWorld, Don't fall victim to the 'Free Wi-Fi' scam, available at www.computerworld.com/s/article/print/9008399/. January 2007. [8] Creative Commons, http://creativecommons.org/. [9] EIFFEL SSA, User-empowerment - BYON. Available at http://fipedia.org/fipedia/index.php?title=User_Empowerment_-_BYON [10] EU IST FP7, Carrier grade mesh Networks (CARMEN). Project Reference: 214994, 2008-2011. [11] EU IST FP7, Enhanced wireless communication systems employing cooperative diversity (CODIV). Ref 215477, 2008-2011. [12] EU IST, Anemone: Advanced Next gEneration Mobile Open Network. EU IST FP6, project reference IST-035072. 2006-2008 [13] EU IST, Future and Emergent Technologies - Situated and Autonomic Communications. HAGGLE, an Innovative Paradigm for Autonomic Opportunistic Communication. Project Reference: 027918, 2006-2010. [14] EU IST, Future and Emerging Technologies - Pervasive Adaptation. Social Nets: Social Networking for Pervasive Adaptation. Project Reference: 217141, 2008-2011. [15] FICORA. Application of the Communications Market Legislation to the Provision of Wireless Broadband Connections. Ficora Memorandum, August, 2007. [16] FON. Page 90 of 91 FP7-257418 ULOOP STREP Available at http://www.fon.com. [17] IBM, Plugging in the consumer: Innovating utility business models for the future. IBM report, January 2009. Available at http://www-935.ibm.com/services/us/index.wss/ibvstudy/gbs/a1029014?cntxt=a1000051. [18] J. Barcelo', A. Sfairopoulou, and B. Bellalta. Wireless open metropolitan area networks, SIGMOBILE Mob. Comput. Commun. Rev., 12(3): 34--44, 2008. [19] OpenSpark. Available at http://www.openspark.fi. [20] OpenWRT. Available at http://openwrt.org/. [21] R. Battiti, R. Lo Cigno, M. Sabel, F. Orava, and B. Pehrson, Wireless LANs: From WarChalking to Open Acess Networks, Mobile Networks and Applications, 10:175--287, 2005. [22] R. Sofia, P. Mendes. User-provided Networks: Consumer as Provider. IEEE Communications Magazine, Feature Topic on Consumer Communications and Networking - Gaming and Entertainment, December 2008. [23] T. Xavier, J.M. Seigneur, How would the users trust Wi-Fi hotspots, under submission, ACM SAC’10 Trust/Reputation. [24] Territorial Living Lab Sicily. Available at http://www.openlivinglabs.eu/tll-sicily.html [25] Whisher Available at http://www.whisher.com. [26] Wi-Fi Alliance. Wi-Fi Alliance® announces groundbreaking specification to support direct Wi-Fi connections between devices. Press release, October 2009. [27] U-NET09, User-provided networking, Challenges and Opportunities. Workshop co-located with ACM CoNext 2009. Available at http://conferences.sigcomm.org/co-next/2009/workshops/unet/. [28] W. Junior, A. Ribeiro, N. Chama, L. Carvalho, S. Queiroz, P. Mendes, R. Sofia. User-provided networking: living-examples and categories. Technical Report, INESC Porto, February 2010 (short version under submission). Page 91 of 91