SIST ES 202 746 V1.1.1:2010

SLOVENSKI STANDARD
SIST ES 202 746 V1.1.1:2010
01-april-2010
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Human Factors (HF) - Personalization and User Profile Management - User Profile
Preferences and Information
Ta slovenski standard je istoveten z: ES 202 746 Version 1.1.1
ICS:
35.240.01 Uporabniške rešitve Application of information
informacijske tehnike in technology in general
tehnologije na splošno
SIST ES 202 746 V1.1.1:2010 en

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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Intellectual Property Rights ................................................................................................................................ 5

Foreword ............................................................................................................................................................. 5

Introduction ........................................................................................................................................................ 5

1 Scope ........................................................................................................................................................ 7

2 References ................................................................................................................................................ 7

2.1 Normative references ......................................................................................................................................... 7

2.2 Informative references ........................................................................................................................................ 9

3 Definitions and abbreviations ................................................................................................................... 9

3.1 Definitions .......................................................................................................................................................... 9

3.2 Abbreviations ................................................................................................................................................... 10

4 Overview of personalization and profile management ........................................................................... 10

4.1 Organization of the profile content ................................................................................................................... 10

4.2 Semantic interoperability ................................................................................................................................. 11

4.3 Profiles and user views ..................................................................................................................................... 11

4.3.1 Situations, context and the scope object ..................................................................................................... 11

4.3.2 Avoiding conflicts by using templates ........................................................................................................ 12

4.4 Profile extensions ............................................................................................................................................. 12

4.4.1 Additional standardized information and preferences ................................................................................ 12

4.4.2 Proprietary profile extensions ..................................................................................................................... 12

5 Profile manage ment ................................................................................................................................ 13

5.1 Introduction ...................................................................................................................................................... 13

5.2 Model ............................................................................................................................................................... 13

5.3 User-Profile object definitions and preferences ............................................................................................... 15

5.4 Rule .................................................................................................................................................................. 22

5.4.1 Introduction rule grammar .......................................................................................................................... 22

5.4.2 Conditions and actions ................................................................................................................................ 23

5.4.3 Flow of control statements .......................................................................................................................... 23

5.4.4 Statement delimiters ................................................................................................................................... 24

5.4.5 Addressing attributes and methods ............................................................................................................. 24

5.5 Context ............................................................................................................................................................. 25

6 Human centered information and preferences ........................................................................................ 25

6.1 Personal information ........................................................................................................................................ 25

6.2 Connectivity preferences .................................................................................................................................. 28

6.3 Interaction and user interfaces .......................................................................................................................... 29

6.3.1 General interaction preferences .................................................................................................................. 29

6.3.2 Interaction modality .................................................................................................................................... 29

6.3.3 Multicultural aspects ................................................................................................................................... 30

6.3.4 Visual preferences....................................................................................................................................... 32

6.3.5 Audio preferences ....................................................................................................................................... 33

6.3.6 Tactile/haptic and device related preferences ............................................................................................. 35

6.3.7 Date and time preferences ........................................................................................................................... 39

6.3.8 Notifications and alerts ............................................................................................................................... 40

7 Service category related information and preferences ........................................................................... 44

7.1 Mapping to and using service supplied features ............................................................................................... 44

7.2 Communication handling ................................................................................................................................. 44

7.2.1 User configurable communications service features ................................................................................... 44

7.2.2 Communications-Service class ................................................................................................................... 45

7.2.3 Communication-Device class ..................................................................................................................... 47

7.2.4 Communication specific profile data items ................................................................................................ 47

7.2.5 Modelling conditional behaviour with Scope objects ................................................................................. 49

7.2.6 Examples of using Scope objects to enable the control of communications service features ..................... 49

7.3 Consume content .............................................................................................................................................. 51

7.3.1 Filtering content .......................................................................................................................................... 51

7.3.2 Internet related preferences ......................................................................................................................... 51

7.4 Way-Finding and navigation preferences ......................................................................................................... 53

Annex A (informative): Profile content specification .......................................................................... 54

A.1 Structure of profile items ........................................................................................................................ 54

A.2 Description ............................................................................................................................................. 54

A.3 UID ......................................................................................................................................................... 54

A.4 Reference to standards............................................................................................................................ 54

A.5 Instances ................................................................................................................................................. 54

A.6 Type ........................................................................................................................................................ 55

A.7 Value range ............................................................................................................................................ 55

A.8 Default value .......................................................................................................................................... 55

A.9 Technical specification ........................................................................................................................... 55

Annex B (informative): Preferences related to disabilities ................................................................. 56

B.1 People with visual impairments and blind people .................................................................................. 56

B.2 People with reduced movement capability, reduced muscular strength, tremor .................................... 57

B.3 People who are hard of hearing .............................................................................................................. 57

B.4 People with cognitive impairments and learning difficulties ................................................................. 57

History .............................................................................................................................................................. 58

IPRs essential or potentially essential to the present document may have been declared to ETSI. The information

pertaining to these essential IPRs, if any, is publicly available for ETSI members and non-members, and can be found

in ETSI SR 000 314: "Intellectual Property Rights (IPRs); Essential, or potentially Essential, IPRs notified to ETSI in

respect of ETSI standards", which is available from the ETSI Secretariat. Latest updates are available on the ETSI Web

Pursuant to the ETSI IPR Policy, no investigation, including IPR searches, has been carried out by ETSI. No guarantee

can be given as to the existence of other IPRs not referenced in ETSI SR 000 314 (or the updates on the ETSI Web

This ETSI Standard (ES) has been produced by ETSI Technical Committee Human Factors (HF).

The present document specifies information and preferences, which are choices made by the user, that will result in

driving the behaviour of the system, and builds on the user profile concept described in EG 202 325 [i.1]. The concept

of a user profile usually refers to a set of preferences, information and rules that are used by a device or service to

deliver a customized version of capabilities to the user. In practice, most devices and services contain profiles specific

to that product and unrelated to any other. This requires that, on change of service or device, the user has to re-educate

themselves in how to personalize their services or devices and re-enter their information and preferences. This will

There will be a number of user characteristics and preferences that will apply independently of any particular product

(e.g. a user's preferred language or their need for enlarged text). A key objective is that users should not be required to

provide this information more times than is necessary. Users move from one situation to another throughout the day

(e.g. at home, driving, working). In each of these situations, users may have different needs for how they would like

their ICT resources arranged. At present, an increasing number of products provide the user with ways of tailoring their

preferences to these different situations. Users should be able to specify their context dependent needs in ways that

require the minimum need to understand the individual products. In addition, personalization and user profile

management holds the promise of improving the uptake of new technologies and allowing greater access to their

Any information/preference can be used as needed by the service/device, regardless of in which clause it appears.

Further details on the organization of the information in the tables specifying the information and preferences in the

The Design for All approach has been adopted in the present document. It means that accessibility is considered as

something that can benefit people whether or not they have disabilities. Annex B provides a selection of preferences,

referring to the various clauses which can be useful for people with disabilities.

• xmlns:connectivity-preferences-ns=http://uri.etsi.org/upm/connectivity-preferences;

• xmlns:interaction- preferences-ns=http://uri.etsi.org/upm/interaction- preferences;

• xmlns:notifications-ns=http://uri.etsi.org/upm/interaction-preferences/notifications;

• xmlns:communication-handling-ns=http://uri.etsi.org/upm/communication-handling;

The present document specifies a set of user profile preference and information settings for deployment in ICT services

• a rule definition language for defining functionality such as automatic modification of profiles.

• those where the end-user has the right to have a dialogue with the information owning stakeholder.

Intended readers of the present document are user profile providers, operators, service developers, service providers,

References are either specific (identified by date of publication and/or edition number or version number) or

• Non-specific reference may be made only to a complete document or a part thereof and only in the following

- if it is accepted that it will be possible to use all future changes of the referenced document for the

Referenced documents which are not found to be publicly available in the expected location might be found at

NOTE: While any hyperlinks included in this clause were valid at the time of publication ETSI cannot guarantee

The following referenced documents are indispensable for the application of the present document. For dated

references, only the edition cited applies. For non-specific references, the latest edition of the referenced document

[1] ETSI TS 102 747: "Human Factors (HF); Personalization and User Profile Management;

[2] ETSI TS 102 334-3: "Network Address Book on fixed network; Part 3: vCard 2.1 profile for

[6] ISO 639-3: "Codes for the representation of names of languages - Part 3: Alpha-3 code for

[7] ISO 8601: "Data elements and interchange formats - Information interchange - Representation of

[9] ISO/IEC 24751-2 (2008): "Information technology - Individualized adaptability and accessibility

in e-learning, education and training - Part 2: "Access for all" personal needs and preferences for

[11] IETF RFC 4482 (2006): "CIPID Contact Information for the Presence Information Data Format".

[14] IETF RFC 5545: "Internet Calendaring and Scheduling Core Object Specification (iCalendar)".

NOTE: See: http://www.iptc.org/std/NewsCodes/0.0/documentation/SRS-doc-Guidelines_3.pdf.

[17] Doc 9674 - AN/946 - World Geodetic System - 1984 (WGS-84) implementation manual.

[19] RFC 4480: "RPID: Rich Presence Extensions to the Presence Information Data Format (PIDF)".

The following referenced documents are not essential to the use of the present document but they assist the user with

regard to a particular subject area. For non-specific references, the latest version of the referenced document (including

[i.2] ETSI EG 202 116: "Human Factors (HF); Guidelines for ICT products and services; "Design

[i.3] ETSI EG 284 004: "Telecommunications and Internet converged Services and Protocols for

Advanced Networking (TISPAN); Incorporating Universal Communications Identifier (UCI)

For the purposes of the present document, the following terms and definitions apply:

accessibility: ensuring that all sectors of the community have equal access to communications and online information

active profile, active user profile: set of all active profile components related to a user

address book: entity that contains a number of records describing contacts of the user

context: any information that can be used to characterize the state of entities that are considered relevant to the

interaction between a user and an application, network function, service or device

creation template: template where modifications made to the template will not affect any information, preferences and

design for all: design of products to be usable by all people, to the greatest extent possible, without the need for

live template: template where modifications made to the template will affect all information, preferences and rules in

normal profile: user view of information, preferences and rules that are always active in the profile when no specific

object: profile data with attributes, values and operations that the user can refer to when defining their profile

profile: total set of user related information, preferences, rules and settings which affects the way in which a user

NOTE: The use of the word profile in the present document implies user profile unless otherwise stated.

profile data: set of user related information, preferences and rules which can be stored in a profile

profile tool: tool that enables a user to view and modify information in profiles

profile provider: entity (e.g. company such as a service provider, organisation such as a special interest or affinity

rule: statement that can be interpreted by the UPM system to produce or limit an action

situation profile: user view of user related information, preferences and rules which affects the way in which a user

template: set of rules and settings provided by an entity as a starting point for users for the creation of their profiles

usability: extent to which a product can be used by specific users to achieve specific goals with effectiveness,

• Preferences: choices made by the user about a given parameter that will define or modify the system

behaviour. More complex preferences can be expressed in the form of rules (see below).

NOTE: When something is considered essential to the user, it would be more appropriate if a preference is

instead called a "need" (e.g. a blind user sets the modality to "sound"). However, for simplification, in the

• Rules: statements that can be automatically interpreted in order to define or modify the system behaviour.

More specifically, the profile is organized into several blocks. The major organisational units of the profile are:

• Personal information: data about or related to the user (e.g. name, address, location).

• Human centred preferences: These are the overall preferences that might apply across the user's usage of a

As these preferences are not mapped precisely to specific features of services and devices, they may be

presented in ways that must be interpreted before they can be used as the definition for a precise setting for a

• Service/device category related information and preferences: The information and preferences in this clause

are related to service categories (e.g. Communications services), further sub-categories of the service category

A scope may be very narrow (e.g. one specific service) or very broad (e.g. preferred language