1、 ETSI EG 202 249 V1.1.1 (2003-11)ETSI Guide Universal Communications Identifier (UCI);Guidelines on the usability of UCI based systemsETSI ETSI EG 202 249 V1.1.1 (2003-11) 2 Reference DEG/HF-00037 Keywords ID, UCI ETSI 650 Route des Lucioles F-06921 Sophia Antipolis Cedex - FRANCE Tel.: +33 4 92 94
2、42 00 Fax: +33 4 93 65 47 16 Siret N 348 623 562 00017 - NAF 742 C Association but non lucratif enregistre la Sous-Prfecture de Grasse (06) N 7803/88 Important notice Individual copies of the present document can be downloaded from: http:/www.etsi.org The present document may be made available in mo
3、re than one electronic version or in print. In any case of existing or perceived difference in contents between such versions, the reference version is the Portable Document Format (PDF). In case of dispute, the reference shall be the printing on ETSI printers of the PDF version kept on a specific n
4、etwork drive within ETSI Secretariat. Users of the present document should be aware that the document may be subject to revision or change of status. Information on the current status of this and other ETSI documents is available at http:/portal.etsi.org/tb/status/status.asp If you find errors in th
5、e present document, send your comment to: editoretsi.org Copyright Notification No part may be reproduced except as authorized by written permission. The copyright and the foregoing restriction extend to reproduction in all media. European Telecommunications Standards Institute 2003. All rights rese
6、rved. DECTTM, PLUGTESTSTM and UMTSTM are Trade Marks of ETSI registered for the benefit of its Members. TIPHONTMand the TIPHON logo are Trade Marks currently being registered by ETSI for the benefit of its Members. 3GPPTM is a Trade Mark of ETSI registered for the benefit of its Members and of the 3
7、GPP Organizational Partners. ETSI ETSI EG 202 249 V1.1.1 (2003-11) 3 Contents Intellectual Property Rights7 Foreword.7 Introduction 7 1 Scope 8 2 References 9 3 Definitions and abbreviations.10 3.1 Definitions10 3.2 Abbreviations .11 4 Background 11 4.1 The Universal Communications Identifier (UCI).
8、11 4.2 The Personal User Agent (PUA) 12 4.3 The Service Agent (SA) .12 4.4 The UCI in operation13 5 Generic UCI guidelines13 5.1 Usability .13 5.2 Visibility of system state 14 5.2.1 Presentation of feedback, notification and state information14 5.2.2 System response time15 5.3 Match between a UCI s
9、ystem and the real world .16 5.3.1 Deciding on a model.16 5.3.2 User interface models and metaphors .16 5.3.3 Using the users vocabulary 17 5.3.4 Complexity .17 5.3.5 Proximity of control18 5.4 User control and freedom.18 5.5 Consistency and standards19 5.5.1 Why consistency? .19 5.6 Error preventio
10、n and handling19 5.7 Flexibility and efficiency of use .20 5.7.1 Shortcut methods 20 5.7.2 Templates20 5.7.3 Defaults.20 5.7.4 Automated housekeeping21 5.8 Minimalist design.21 5.9 User support .21 5.10 Memorability22 5.11 Accessibility.22 6 Presentation of the UCI elements.23 6.1 Background 23 6.2
11、The UCI system23 6.2.1 Labels23 6.2.2 UCI Number .24 6.2.3 Additional Information .25 6.3 The effect of terminal and connection technology .25 6.3.1 Terminals 25 6.3.2 Channel.29 7 Management of the PUA profile 30 7.1 Introduction 30 7.2 PUA profile 30 7.2.1 PUA base-profile 30 7.2.2 PUA sub-profile
12、31 ETSI ETSI EG 202 249 V1.1.1 (2003-11) 4 7.2.3 PUA profile/sub-profile creation and modification 32 7.2.4 Offline PUA profile management.33 7.2.5 Availability .33 7.2.6 A familiar PUA profile management environment.33 7.3 Rules.34 7.3.1 Creation and modification of rules .34 7.3.2 Activation/deact
13、ivation of rules34 7.3.3 Precedence of rules .35 7.3.4 Rule conflicts and side-effects 35 7.3.5 Service/feature interaction 35 7.3.6 Rule effectiveness.36 7.4 Objects and settings36 7.4.1 Object descriptions and concepts36 7.4.2 Usability issues associated with objects and settings37 7.5 User roles3
14、7 7.5.1 UCI/PUA user.37 7.5.2 PUA administrator 37 7.5.3 Usability issues related to roles.38 7.6 Interaction with other systems38 7.7 Change of PUA provider39 7.8 Tools.39 7.9 PUA profiles and the UCI additional information field .39 7.10 Services and terminals39 8 Address book management 40 8.1 Th
15、e function of the address book .40 8.2 Content of the address book .40 8.2.1 Minimum content address book records .40 8.2.1.1 Services available41 8.2.1.2 Charging information41 8.2.2 Additional content of address book records41 8.2.3 Shared address books42 8.2.4 Void 43 8.2.5 Synchronization of dis
16、tributed address books 43 8.3 Operations on address books43 8.3.1 Add to address book .43 8.3.2 Modify 44 8.3.3 Group and arrange 44 8.3.4 Search .45 8.3.5 Send 45 8.3.6 Move, copy, remove records.45 8.4 Presentation of UCI in non-electronic form .46 8.4.1 Indicating the presence of a UCI 46 8.4.2 U
17、CI elements for presentation in printed form .46 8.4.3 Other information .46 8.4.3.1 Services available46 8.4.3.2 Charging information47 9 Log management 47 10 Privacy48 10.1 The user requirement48 10.2 The role of the UCI in customizing privacy .48 10.2.1 UCI Search48 10.2.2 Incoming communications
18、 filter.49 10.3 Two approaches to control of privacy 49 10.3.1 Control of UCI release49 10.3.2 Control of incoming communications.49 10.4 A privacy model .50 10.5 Achieving a desired privacy level 50 10.6 Forwarding (UCIs being passed to a third party) .50 10.7 Feedback of privacy information to the
19、 enquirer .51 10.8 UCI searches by “unknown“ enquirers.51 ETSI ETSI EG 202 249 V1.1.1 (2003-11) 5 10.8.1 The virtual calling card.51 10.9 Withholding a UCI .52 10.10 Differing privacy requirements with different roles.53 11 Security.53 11.1 Security and UCI53 11.2 Security mechanisms54 11.3 Security
20、 of communication sessions 54 11.3.1 Registration.55 11.3.2 Verification.55 11.3.3 Authenticity 55 11.4 Security of PUA management 56 11.4.1 Security assurance.56 11.4.2 Security Requirements56 11.4.3 Sharing of information57 12 Communications session control57 12.1 Void57 12.2 Single PUA.57 12.2.1
21、Incoming communications57 12.2.2 Outgoing communications58 12.3 More than one PUA59 12.3.1 Incoming communications59 12.3.2 Outgoing communications59 12.3.3 Interchange of data between PUAs associated with the same person.60 12.3.4 Usability issues associated with multiple PUAs .61 13 Other issues 6
22、2 13.1 Internationalization.62 13.1.1 Usability issues relating to Internationalization62 13.2 Accessibility.63 13.2.1 Usability issues relating to Accessibility 63 13.3 Charging and Billing 63 13.3.1 Usability issues relating to charging .63 Annex A (informative): Summary of guidelines 64 A.1 Gener
23、ic Guidelines.64 A.2 Guidelines relating to presentation of the UCI.68 A.3 Guidelines relating to management of the PUA.69 A.4 Guidelines relating to address book provision .72 A.5 Guidelines relating to communication logs74 A.6 Guidelines relating to privacy 74 A.7 Guidelines relating to security76
24、 A.8 Guidelines relating to communications session control .76 A.9 Guidelines relating to other issues78 Annex B (informative): Generic user requirements for communications systems.79 B.1 Notes relating to the user requirements79 B.1.1 Origin of the user requirements79 B.1.2 Assumptions concerning t
25、he Universal Communications Identifier 79 B.1.3 Dependencies and conflicts 79 B.2 The user requirements 79 B.2.1 Unifying the control of communications79 B.2.2 Seamless communication across networks and services 80 B.2.3 Increasing the options available to the originator.80 B.2.4 Increasing the opti
26、ons available to the recipient.80 ETSI ETSI EG 202 249 V1.1.1 (2003-11) 6 B.2.5 Dealing with communications conflicts between originator and recipient.80 B.2.6 Maintaining backward compatibility80 B.2.7 Trust in the system .81 B.2.8 Appropriate level of privacy.81 Annex C (informative): UCI objects.
27、82 C.1 Introduction 82 C.2 Scope 82 C.3 Object attributes and operations.82 C.3.1 General attributes .82 C.3.2 General Operations.83 C.4 Objects83 C.4.1 PUA profile 83 C.4.2 PUA sub-profile .83 C.4.3 Template.85 C.4.4 Communication request86 C.4.5 Rule 86 C.4.6 Place/Activity.88 C.4.6.1 Presence inf
28、ormation 88 C.4.7 Terminal .90 C.4.8 Time .90 C.4.9 Service91 C.4.10 Accessory .92 C.4.11 Group92 C.4.12 Network93 C.4.13 Log .94 C.4.14 Personal settings.95 C.4.15 Regional settings 96 C.4.16 Mood 96 C.4.17 Accessibility.97 C.4.18 Management of other users PUAs .99 Annex D (informative): Bibliograp
29、hy.100 History 101 ETSI ETSI EG 202 249 V1.1.1 (2003-11) 7 Intellectual Property Rights 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,
30、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 server (http:/webapp.etsi.org/IPR/home.asp).
31、 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 server) which are, or may be, or may become, essential to the presen
32、t document. Foreword This ETSI Guide (EG) has been produced by ETSI Technical Committee Human Factors (HF). Introduction The proposed Universal Communications Identifier or UCI would be associated with all the users electronic communication services, including email. It is, at the same time, both me
33、aningful and unique and has been defined with continual reference to a precise set of user requirements relating to the management of personal communications. This approach is described in EG 201 940 1. To achieve its full potential the UCI needs to operate within an architecture capable of supporti
34、ng the concept of personal control of communication and this is described in EG 202 067 2. TR 103 077 3 has defined user tasks which will be encountered within a UCI environment and highlighted areas suitable for guidelines. There have been many attempts made in the past to provide a single identifi
35、er covering a range of communications services. None could so far be described as an unqualified success and, almost, without exception, that lack of success has been due in some measure to usability issues. Use of unified identifiers in the past has either been too difficult or so intrusive and tim
36、e consuming that users perceived insufficient benefit to encourage them to take up these services. New architectures and services will greatly enhance the ability of users to control their communications so that they can determine who can communicate with them and under what conditions. With an incr
37、ease in the capability to specify customized communications management (incoming and outgoing) comes an inevitable increase in complexity of the user interface to implement and oversee that capability. Usability is critical to the introduction of any advanced, sophisticated communications system suc
38、h as a UCI system. Unless usability is considered at all stages of development and implementation there is a real danger that users will perceive no net benefit. If such is the case then there is a real danger of failure. The present document builds on the work done in EG 201 940 1, EG 202 067 2 and
39、 TR 103 077 3 to produce usability guidelines. It has been based on a study of the user tasks described in TR 103 077 3, and the application of usability best practice. Adoption of these guidelines will mean that the chances of successful implementation and uptake of UCI based communications will be
40、 maximized. ETSI ETSI EG 202 249 V1.1.1 (2003-11) 8 1 Scope The present document provides usability guidelines relating to the development and implementation of UCI systems. EG 201 940 1 and EG 202 067 2 identified the critical importance of the usability issues associated with Universal Communicati
41、ons Identifier (UCI) systems. TR 103 077 3 has identified usability best practice relating to advanced communication services. It has discussed the implications of applying such best practice to the user tasks necessary for implementation of UCI based services whilst still meeting the relevant User
42、Requirements defined in EG 201 940 1. TR 103 077 3 also defined areas relating to usability which would be suitable for the production of guidelines. The guidelines are numbered consecutively throughout each clause in order to relate them to the context in which they apply. The present document also
43、 highlights areas in which it is not currently possible to define guidelines. Such instances will be because: there is insufficient research or experience relating to a particular usability issue; certain technical aspects of UCI system are insufficiently evolved or defined; there is a need for focu
44、ssed consultation with specialized groups of users such as elderly people, people with disabilities, young children and people from non-European cultures; simple guidelines may not be able to adequately address the usability issues associated with a complex functionality. Where guidelines have not b
45、een provided, it has sometimes been possible to highlight usability issues that should focus designers attention on specific areas that are critical to system usability. In dealing with the usability issues, it would be expected that designers should make use of usability design techniques such as:
46、focus groups for formalized user requirements capture; task analysis; user trials. Use of these techniques is advisable even where the guidelines in the present document are being used. Ideally, the present document, which defines usability guidelines, should be read in conjunction with TR 103 077 3
47、 which describes the background to all Guidelines. To avoid the need for constant cross-referencing between the two documents, much relevant text from TR 103 077 3 has been duplicated in the present document. The present document will provide information and guidance for: terminal and service design
48、ers (telecommunications and IT); service providers (telecommunication and IT); designers of external tools (e.g. calendar, address book) that may be used in a UCI context; user groups; other Technical Committees within ETSI. ETSI ETSI EG 202 249 V1.1.1 (2003-11) 9 2 References The following document
49、s contain provisions which, through reference in this text, constitute provisions of the present document. References are either specific (identified by date of publication and/or edition number or version number) or non-specific. For a specific reference, subsequent revisions do not apply. For a non-specific reference, the latest version applies. Referenced documents which are not found to be publicly available in the expected location might be found at http:/docbox.etsi.org/Reference. 1 ETSI EG 201 940: “Human Fa
