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Intro to personalisation
 (personalization)


Josef Noll, UNIK


                            22 Sep 2008, Oslo
Personalisation of services

                                                 Combine
  Linking the service world to            ESG
  the user preferences                           - services
  Enabling secure services                       - devices
  Protecting the privacy of the                  - users
  user                                           - context
                                          STB




                                                Context
                            User(s)




                                      2
22 Sep 2008, Oslo Meeting
WWRF White Paper User profile/Profiling
  Process description
I-centric profile establishment       Service selection process
    • focus on user control           • based on roles/context
Set-up of service profile             • service offer
    • preferences                     Service usage
    • group membership                • feed-back to user profile
User profile




                                  3
22 Sep 2008, Oslo Meeting
Basis for future vision
    Personalisation is the key for differentiation / individuality
๏
      – based on:
              • Context (social context, terminal and network capabillities, location etc.)
              • Personal preferences and data (which may vary depending on context)
      – used for:
                                                                            Presented
              •    Filtering of content
                                                                           in Jan 2003
              •    Customisation of information presented
              •    Service discovery
              •    Tagging of data
    Personalisation components
๏
      –    Rendering
      –    Personal assistants
      –    Context sensors
      –    User profile
      –    Secure and seamless authentication
    Users involvement
๏
      – Have roles (e.g. fisherman,..) according to context and personal preferences
      – Personal assistant (Avatar) which takes over certain tasks


8.1.2003, Josef Noll    Personalisation             4
Reasons supporting the Vision
      Ongoing trends
๏
        –    Individualism
        –    Industry turns to be service provider
        –    Specialisation and information overload
        –    Communication capabilities and processors in each device
        –    Network diversity (speed, price…)
      Need
๏
        – Filtering of information, forced by Moore’s law, 3x info/12 months
        – Adjust to individual roles and situations
        – Information and services adjusted to user needs
      How
๏
        – Extended user profile and context are basis for individual adjustements, e.g.
          don’t interrupt from work when fishing
      Why
๏
        – Happy and loyal customers, e.g. trust of secure information handling,
          services that fulfil specific user needs



8.1.2003, Josef Noll   Personalisation       5
Personalised Profile & Context
                                          The preferences and settings of a user are captured in the
                                      ๏

                                          user profile.
Key item: personalisation & context




                                          For each user there will be allocated one unique user profile
                                      ๏

                                          The user should be able to access to multiple applications
                                      ๏
                                          and services anytime, anywhere and on any terminal in the
                                          same way he/she is used to independent of device or
                                          location
                                                                               adapted to
                                                       accesses


                                                                                                   Context




                                                User
                                                                        Services
                                      8.1.2003, Josef Noll   Personalisation           6
Personalisation - A user-centric approach


                              Roles,
                            Identities

                                               User
       User profile,
                                             behaviour
         privacy




                                             Location,
                                             Proximity
             Community

                              Context,
                              Presence



                                         7
22 Sep 2008, Oslo Meeting
Requirements on the User Profile
                                          Expandable user profile to incorporate additional
                                      ๏
Key item: personalisation & context




                                          preferences and settings, e.g. start gymnastics
                                          For each application the user profile must contain the
                                      ๏
                                          information necessary for the presentation of the application
                                          on the terminal types requested by the user.
                                          For each application the user profile must contain
                                      ๏
                                          application restrictions which specifies the usage
                                          restrictions.
                                          User profile incorporates personal data such as address
                                      ๏
                                          book, telephone list, bookmarks, calendar appointments,
                                          personal interests or preferences etc.




                                      8.1.2003, Josef Noll   Personalisation   8
The overall user experience
    Usability is extremely important. Ease of use, system
๏
    stability and speed are crucial factors.
    Complicated procedures associated with set up of systems
๏
    inhibits use.
    Infrastructure and system resources will vary in an ad hoc
๏
    (wireless) network, this then is part of a users context and is
    critical to functionality and overall user experience.
    Technology must not hamper or complicate personalisation
๏
    features/use from a user standpoint. Development must
    occur in relation to users terms and not defined completely
    by technology.



    8.1.2003, Josef Noll   Personalisation   9
User profiles/profiling -
                                               “Now” - 2008
The comments


 “We have heard all that before, but nothing has happened”

 What is it what you will do which is different from others?

 “Nobody is willing to pay for it”




                                     10
22 Sep 2008, Oslo Meeting
User profiles/profiling -
“We have heard that before, nothing has happened”

 Visions take time to get realised
 Technology is in place, Services are coming
 Mobile phones are becoming the source for Internet and
 Service access
 20-30 % of all phones worldwide will be smartphones by
   2009
 30 % of mobile users in the Nordic will receive push
   content by 2010

 Market need for personalisation: “Mobile advertisement has
 to fit to the user, otherwise it will fail completely”

                                   [Movation White Paper, Mobile Phone Evolution, April
                                   2007]
                              11
22 Sep 2008, Oslo Meeting
User profiles/profiling -
“What is different from others”

  Complexity is ever increasing -> Need for reduction
  Technology is in place -> Semantics, Web Services,...
  Research projects address adaptation of services towards
  user needs



WWRF
  A contributors to developments through Celtic, FP6, FP7, ...
  A mediator between the different views
  Projects, Standardisation (3GPP, ETSI, ...)
  A collection of players for enabling user profiles

                               12
22 Sep 2008, Oslo Meeting
User profiles/profiling -
“Nobody is willing to pay for it”

“Mobile advertisement is 1000 to 10000 times more valuable
as Internet advertisement” [Bjarne Myklebust, NRK]
“The chances of annoying customers through mobile
advertisements are high. Mobile advertisements have to fit.”
“Mobile advertising isn’t only hot, it’s on fire.” [Bena Roberts,
GoMo News]

Operators launch mobile advertisement companies (Telenor)




                                 13
22 Sep 2008, Oslo Meeting
Technology is in place
  Semantics, Web Services,...
  Integration through Ontologies




                            14
22 Sep 2008, Oslo Meeting
Why Semantics?
 Conceptual Level




                                                                     lunch (.es)
           lunch (.no)




                   Semantic Technologies: Diamond in the Rough?

                                             Source: Juan Miguel Gomez, Universidat Carlos III de Madrid
Interworking
 Semantic Web Services                                                       through Semantic
                                                                                    Web


                                                                    Bringing the web
                                                                    to its full potential




                                                              Intelligent Web
           Web Services
Dynamic
                                                              Services
           UDDI, WSDL, SOAP




                                                             Semantic Web
           WWW
  Static                                                     RDF, RDF(S), OWL
           URI, HTML, HTTP

                     Semantic Technologies: Diamond in the Rough?

                                               Source: Juan Miguel Gomez, Universidat Carlos III de Madrid
Resource Description Framework (RDF)
     W3C recommendation (http://www.w3.org/RDF)
 
     RDF is graphical formalism ( + XML syntax + semantics)
 
            for representing metadata
      
            for describing the semantics of information in a machine- accessible way
      
     RDF is a basic ontology language
 
            Resources are described in terms of properties and property values using RDF
      
            statements.
            Statements are represented as triples, consisting of a subject, predicate and
      
            object. [S, P, O]

                            Josef Noll
         hasName
                       hasAffiliation
 Josef                                                  UniK
                                                                            hasHomePage


                                                                      http://www.unik.no
                             Semantic Technologies: Diamond in the Rough?

                                                       Source: Juan Miguel Gomez, Universidat Carlos III de Madrid
Mobile Semantic Web Services
   Architecture
                                                             WS platform
                                                                                             Published in
                                                                   Service
                                                                   Registry
        Service request                                                                           Semantic Web Service
                                                                    searches

                      Service                                      Service
          creates                       sends to
                      request                                     Discovery
                                                                                                                                     Service
                                                                  input for
                                                                                                                   Described        Description
                                                                                                     Web              in
                                                                                                                                      (.wsdl)
                                                                                                    Services
                                                                    Service
                                      Message                                     Message
                                      Exchange                                    Exchange
                                                                  Invocation

         Client
                                                             understand
                                                                 s
Devices:                                                                                              Mobile & proximity services:
                                                                          uses
                    Service
profiles,            goals
                                                                                                      radio, protocols, service
capabilities,                                                                                         integration
                                                                                         searches
communities                                                       Platform
                                  understands
                                                                  Ontology
                                                                                                     understands
User:
roles,                        expressed in                                                                          expressed and
                                                 Requester
                                                                                 Service
                                terms of                                                                             publishes in
identities,                                      Ontology                                                              terms of
                                                                                 Ontology
communities                                                      Mediation of
                                                                  Ontologies




                                                    Semantic Description
                                                                          18
22 Sep 2008, Oslo Meeting
Formalisation of Environment (in demo)
Service use
            Expway                           DVB-H ESG          ETSI Specification: PDF
Providers                     implements
            Labkit
              produces
                                         represents
                                                                Source ontology :
                                                                http://purl.oclc.org/wellcom/esg.owl
                ESG-XML
                                               ESG              HTML Documentation:
                -ScheduleEvent
                                              Ontology          http://weblrsm.ensiie.fr/wellcom/index.html
                -Content
                -Service


                                                                     User & Device                  STB
                                                      uses/
                           gathers                    imports
                                                                     environment
                  ESG
                  Client                       UEVE             Query/
                                               ESG              Store                  schema
                                              Manager
                               Expway
              stores
                               ESG API
              Expway ESG
                                                                     Wellcom Ontology
                Backend                                 Query
                                                                         Backend
                                                                                          OWL
                                              WellCom                                            Application
                                                                          schemas
Web                                                                                       APIs   s
                                              Semantic
Browser http                                  Browser              User     Device Service
                                                                   Ont.      Ont.   Ont.
 22 Sep 2008, Oslo Meeting
Summary

    WellCom is very good in time for personalisation
    WellCom is participating in key standardisation items
     ETSI STF 352 (Telenor), standardisation of profile and
      architecture
     WWRF, joint WG1, WG2 and WG7 White Paper on User Profile/
      Profiling (UNIK is co-editor)


    Further references from http://references.jnoll.net
     Semantics, see quot;Semantic Service Creation for Mobile Usersquot;,
      15. August 2007, Lappeenranta, Finland
     User profile, see WWRF (not public, ask Josef)
        quot;User Profiles for Mobile Servicesquot;, Seminar: Semantisk web i praksis,
         Software 2008, Oslo, Februar 2008
     ... (sorry for not having mentioned other partner contributions)

                                        20
22 Sep 2008, Oslo Meeting
21
22 Sep 2008, Oslo Meeting
www.itea-wellcom.org




                            22
22 Sep 2008, Oslo Meeting

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Introduction to Personalisation

  • 1. Intro to personalisation (personalization) Josef Noll, UNIK 22 Sep 2008, Oslo
  • 2. Personalisation of services Combine Linking the service world to ESG the user preferences - services Enabling secure services - devices Protecting the privacy of the - users user - context STB Context User(s) 2 22 Sep 2008, Oslo Meeting
  • 3. WWRF White Paper User profile/Profiling Process description I-centric profile establishment Service selection process • focus on user control • based on roles/context Set-up of service profile • service offer • preferences Service usage • group membership • feed-back to user profile User profile 3 22 Sep 2008, Oslo Meeting
  • 4. Basis for future vision Personalisation is the key for differentiation / individuality ๏ – based on: • Context (social context, terminal and network capabillities, location etc.) • Personal preferences and data (which may vary depending on context) – used for: Presented • Filtering of content in Jan 2003 • Customisation of information presented • Service discovery • Tagging of data Personalisation components ๏ – Rendering – Personal assistants – Context sensors – User profile – Secure and seamless authentication Users involvement ๏ – Have roles (e.g. fisherman,..) according to context and personal preferences – Personal assistant (Avatar) which takes over certain tasks 8.1.2003, Josef Noll Personalisation 4
  • 5. Reasons supporting the Vision Ongoing trends ๏ – Individualism – Industry turns to be service provider – Specialisation and information overload – Communication capabilities and processors in each device – Network diversity (speed, price…) Need ๏ – Filtering of information, forced by Moore’s law, 3x info/12 months – Adjust to individual roles and situations – Information and services adjusted to user needs How ๏ – Extended user profile and context are basis for individual adjustements, e.g. don’t interrupt from work when fishing Why ๏ – Happy and loyal customers, e.g. trust of secure information handling, services that fulfil specific user needs 8.1.2003, Josef Noll Personalisation 5
  • 6. Personalised Profile & Context The preferences and settings of a user are captured in the ๏ user profile. Key item: personalisation & context For each user there will be allocated one unique user profile ๏ The user should be able to access to multiple applications ๏ and services anytime, anywhere and on any terminal in the same way he/she is used to independent of device or location adapted to accesses Context User Services 8.1.2003, Josef Noll Personalisation 6
  • 7. Personalisation - A user-centric approach Roles, Identities User User profile, behaviour privacy Location, Proximity Community Context, Presence 7 22 Sep 2008, Oslo Meeting
  • 8. Requirements on the User Profile Expandable user profile to incorporate additional ๏ Key item: personalisation & context preferences and settings, e.g. start gymnastics For each application the user profile must contain the ๏ information necessary for the presentation of the application on the terminal types requested by the user. For each application the user profile must contain ๏ application restrictions which specifies the usage restrictions. User profile incorporates personal data such as address ๏ book, telephone list, bookmarks, calendar appointments, personal interests or preferences etc. 8.1.2003, Josef Noll Personalisation 8
  • 9. The overall user experience Usability is extremely important. Ease of use, system ๏ stability and speed are crucial factors. Complicated procedures associated with set up of systems ๏ inhibits use. Infrastructure and system resources will vary in an ad hoc ๏ (wireless) network, this then is part of a users context and is critical to functionality and overall user experience. Technology must not hamper or complicate personalisation ๏ features/use from a user standpoint. Development must occur in relation to users terms and not defined completely by technology. 8.1.2003, Josef Noll Personalisation 9
  • 10. User profiles/profiling - “Now” - 2008 The comments “We have heard all that before, but nothing has happened” What is it what you will do which is different from others? “Nobody is willing to pay for it” 10 22 Sep 2008, Oslo Meeting
  • 11. User profiles/profiling - “We have heard that before, nothing has happened” Visions take time to get realised Technology is in place, Services are coming Mobile phones are becoming the source for Internet and Service access 20-30 % of all phones worldwide will be smartphones by 2009 30 % of mobile users in the Nordic will receive push content by 2010 Market need for personalisation: “Mobile advertisement has to fit to the user, otherwise it will fail completely” [Movation White Paper, Mobile Phone Evolution, April 2007] 11 22 Sep 2008, Oslo Meeting
  • 12. User profiles/profiling - “What is different from others” Complexity is ever increasing -> Need for reduction Technology is in place -> Semantics, Web Services,... Research projects address adaptation of services towards user needs WWRF A contributors to developments through Celtic, FP6, FP7, ... A mediator between the different views Projects, Standardisation (3GPP, ETSI, ...) A collection of players for enabling user profiles 12 22 Sep 2008, Oslo Meeting
  • 13. User profiles/profiling - “Nobody is willing to pay for it” “Mobile advertisement is 1000 to 10000 times more valuable as Internet advertisement” [Bjarne Myklebust, NRK] “The chances of annoying customers through mobile advertisements are high. Mobile advertisements have to fit.” “Mobile advertising isn’t only hot, it’s on fire.” [Bena Roberts, GoMo News] Operators launch mobile advertisement companies (Telenor) 13 22 Sep 2008, Oslo Meeting
  • 14. Technology is in place Semantics, Web Services,... Integration through Ontologies 14 22 Sep 2008, Oslo Meeting
  • 15. Why Semantics?  Conceptual Level lunch (.es) lunch (.no) Semantic Technologies: Diamond in the Rough? Source: Juan Miguel Gomez, Universidat Carlos III de Madrid
  • 16. Interworking Semantic Web Services through Semantic Web Bringing the web to its full potential Intelligent Web Web Services Dynamic Services UDDI, WSDL, SOAP Semantic Web WWW Static RDF, RDF(S), OWL URI, HTML, HTTP Semantic Technologies: Diamond in the Rough? Source: Juan Miguel Gomez, Universidat Carlos III de Madrid
  • 17. Resource Description Framework (RDF) W3C recommendation (http://www.w3.org/RDF)  RDF is graphical formalism ( + XML syntax + semantics)  for representing metadata  for describing the semantics of information in a machine- accessible way  RDF is a basic ontology language  Resources are described in terms of properties and property values using RDF  statements. Statements are represented as triples, consisting of a subject, predicate and  object. [S, P, O] Josef Noll hasName hasAffiliation Josef UniK hasHomePage http://www.unik.no Semantic Technologies: Diamond in the Rough? Source: Juan Miguel Gomez, Universidat Carlos III de Madrid
  • 18. Mobile Semantic Web Services Architecture WS platform Published in Service Registry Service request Semantic Web Service searches Service Service creates sends to request Discovery Service input for Described Description Web in (.wsdl) Services Service Message Message Exchange Exchange Invocation Client understand s Devices: Mobile & proximity services: uses Service profiles, goals radio, protocols, service capabilities, integration searches communities Platform understands Ontology understands User: roles, expressed in expressed and Requester Service terms of publishes in identities, Ontology terms of Ontology communities Mediation of Ontologies Semantic Description 18 22 Sep 2008, Oslo Meeting
  • 19. Formalisation of Environment (in demo) Service use Expway DVB-H ESG ETSI Specification: PDF Providers implements Labkit produces represents Source ontology : http://purl.oclc.org/wellcom/esg.owl ESG-XML ESG HTML Documentation: -ScheduleEvent Ontology http://weblrsm.ensiie.fr/wellcom/index.html -Content -Service User & Device STB uses/ gathers imports environment ESG Client UEVE Query/ ESG Store schema Manager Expway stores ESG API Expway ESG Wellcom Ontology Backend Query Backend OWL WellCom Application schemas Web APIs s Semantic Browser http Browser User Device Service Ont. Ont. Ont. 22 Sep 2008, Oslo Meeting
  • 20. Summary WellCom is very good in time for personalisation WellCom is participating in key standardisation items  ETSI STF 352 (Telenor), standardisation of profile and architecture  WWRF, joint WG1, WG2 and WG7 White Paper on User Profile/ Profiling (UNIK is co-editor) Further references from http://references.jnoll.net  Semantics, see quot;Semantic Service Creation for Mobile Usersquot;, 15. August 2007, Lappeenranta, Finland  User profile, see WWRF (not public, ask Josef)  quot;User Profiles for Mobile Servicesquot;, Seminar: Semantisk web i praksis, Software 2008, Oslo, Februar 2008  ... (sorry for not having mentioned other partner contributions) 20 22 Sep 2008, Oslo Meeting
  • 21. 21 22 Sep 2008, Oslo Meeting
  • 22. www.itea-wellcom.org 22 22 Sep 2008, Oslo Meeting