1、 ETSI EG 202 325 V1.1.1 (2005-10)ETSI Guide Human Factors (HF);User Profile ManagementETSI ETSI EG 202 325 V1.1.1 (2005-10) 2 Reference DEG/HF-00059 Keywords profile, user ETSI 650 Route des Lucioles F-06921 Sophia Antipolis Cedex - FRANCE Tel.: +33 4 92 94 42 00 Fax: +33 4 93 65 47 16 Siret N 348 6
2、23 562 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 more than one electronic version or in print
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5、nt to one of the following services: http:/portal.etsi.org/chaircor/ETSI_support.asp 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 Ins
6、titute 2005. All rights reserved. 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
7、 of its Members and of the 3GPP Organizational Partners. ETSI ETSI EG 202 325 V1.1.1 (2005-10) 3 Contents Intellectual Property Rights7 Foreword.7 Introduction 7 1 Scope 8 2 References 8 3 Definitions and abbreviations.10 3.1 Definitions10 3.2 Abbreviations .11 4 Concept and benefits 11 4.1 What is
8、a profile? .11 4.1.1 General profile concept.11 4.1.2 Descriptive information 12 4.1.3 Generic settings and preferences 12 4.1.4 Service and device specific data .13 4.1.5 Interpretation of profile data .13 4.2 Profile types14 4.2.1 Base profile.14 4.2.2 Device and service profiles.14 4.2.3 Situatio
9、n dependent profiles .14 4.3 Templates .15 4.4 Profile tool15 4.5 Active/inactive profiles 15 4.6 Profile agent .15 4.6.1 Agent components 15 4.6.2 Storage agent and components16 4.6.3 Processing agent .17 4.6.4 Activation agent18 4.6.5 Viewing/editing agent.18 4.7 Benefits 19 4.8 Need for standardi
10、zation 19 5 Stakeholders and roles19 5.1 User and administrator roles.19 5.1.1 User role .19 5.1.2 Administrator role.20 5.1.3 Usability issues related to roles.20 5.2 User 21 5.2.1 Managing activation of profiles21 5.2.2 Range of categories.21 5.2.3 Independent adult21 5.2.4 Supervision and ownersh
11、ip of responsibility 22 5.2.4.1 Parent - Child relationships.22 5.2.4.2 Teacher - Student relationships.22 5.2.4.3 Employer - Employee relationships 23 5.2.4.4 Caregiver - Care Recipient relationships.23 5.2.5 User with impaired or underdeveloped functions .23 5.2.6 First-time user.23 5.2.7 User in
12、emergency situations23 5.2.8 Law enforcement 24 5.3 Profile provider 24 5.3.1 Provides the profile and associated services .24 5.3.2 One or several profile providers .25 5.3.3 Profile portability25 5.4 Service developers and manufacturers .25 ETSI ETSI EG 202 325 V1.1.1 (2005-10) 4 6 Scenarios 27 6.
13、1 A typical working day 27 6.2 Initial profile set-up for a child.29 6.3 Buying a new mobile phone.31 6.4 A person with a severe hearing loss .32 6.5 Public access terminal 33 6.6 Car crash.33 6.7 Hospital stay.34 6.7.1 Profile accessible with a personal device34 6.7.2 Profile accessible with a hosp
14、ital provided personal device.35 6.7.3 Lucy desires not to share any electronic access with the hospital.35 7 Profile contents.35 7.1 Profile data .35 7.2 Representing and defining profile data.36 7.3 General operations37 7.4 Generic or specific preferences and settings 37 7.5 Capability and prefere
15、nce negotiation37 7.6 Overview of a selection of profile objects38 7.6.1 Rule.38 7.6.2 Date and time38 7.6.3 Group38 7.6.4 Service 39 7.6.5 Terminal39 7.6.6 Accessory39 7.6.7 Contact information 40 7.6.8 Presence information and activity.40 7.6.9 Language preferences and regional settings .40 7.6.10
16、 Accessibility settings 41 7.6.11 Content preferences 41 7.6.12 Settings for management of other users profiles 41 7.6.13 Mood.41 7.6.14 Network 41 8 Rules.42 8.1 The concept of a rule42 8.2 Conditions and actions .42 8.3 References to objects42 8.4 Rule building tool and rule base.43 8.4.1 Rule bui
17、lding tool .43 8.4.2 Rule definition language.43 8.4.3 Rule base.44 8.4.4 Active and inactive rules.44 8.4.5 Rule exceptions.44 8.4.6 Prevention of conflicting rules and rule bases 45 9 Default values and templates45 9.1 Creation of profiles.45 9.2 Creation of templates46 9.3 When defaults are not a
18、ppropriate47 9.4 Live and creation templates47 9.5 Privacy47 9.6 Inheritance47 9.7 Templates for different types of users and situations .48 9.7.1 Adult .48 9.7.2 Companies 48 9.7.3 Clubs and affinity groups48 9.7.4 Accessibility templates .49 9.7.5 Child template.49 9.7.5.1 Settings and preferences
19、 proposed in child templates.49 10 Set-up and maintenance of profiles50 10.1 Who can create and update profiles?50 ETSI ETSI EG 202 325 V1.1.1 (2005-10) 5 10.2 Who initiates profile updates? 50 10.3 Scope of profile data values .50 10.4 Profile tool51 10.4.1 Design for All approach51 10.4.2 Various
20、versions of profile tool 53 10.4.3 Available in various terminals 53 10.4.4 Online profile management.54 10.4.5 Offline profile management54 10.4.6 Language and vocabulary .54 10.5 Creation 55 10.5.1 Starting values 55 10.5.2 Linking services and devices with existing settings and preferences .56 10
21、.5.3 Base profile creation .56 10.5.4 Situation dependent profile creation .56 10.5.5 Device profile creation56 10.5.6 Service profile creation.56 10.6 Update 57 10.7 Deletion 57 10.7.1 Profile data deletion57 10.7.2 Base profile deletion .58 10.7.3 Situation dependent profile deletion .58 10.7.4 De
22、vice profile deletion58 10.7.5 Service profile deletion.58 10.8 Information acquisition 59 10.8.1 Explicit methods .59 10.8.2 Implicit methods - adaptive personalization .60 10.8.3 Combination of implicit and explicit methods61 10.9 Configuration methods .62 10.9.1 Pre-configuration 62 10.9.2 Guided
23、 configuration 62 10.9.3 Manual configuration63 10.10 Data storage, synchronization and back-up63 10.10.1 Storage 63 10.10.2 Synchronization 63 10.10.3 Revision handling and undo functionality 63 11 Profile activation 64 11.1 User states 64 11.2 Automatic identification of current user state 64 11.3
24、 Transitions between user states 65 11.4 Presentation of profile state65 11.5 Activation and deactivation of profiles 66 11.6 Different means of triggering the automatic activation of profiles.66 11.7 Activation rules 67 11.7.1 Default precedence order of activation/deactivation rules67 11.7.2 Diffe
25、rent types of activation rules.67 12 Address book management 68 12.1 The function of the address book .68 12.2 Content of the address book .68 12.2.1 Content address book records .68 12.2.1.1 Services available69 12.2.1.2 Charging information69 12.2.2 Postal address data70 12.2.3 vCards and e-busine
26、ss cards .70 12.2.4 Additional content of address book records70 12.2.5 Shared address books70 12.2.6 Availability in various tools71 12.2.7 Synchronization of distributed address books 72 12.3 Operations on address books72 12.3.1 Add to address book .72 12.3.2 Modify 73 ETSI ETSI EG 202 325 V1.1.1
27、(2005-10) 6 12.3.3 Group and arrange 74 12.3.4 Search .74 12.3.5 Send 75 12.3.6 Move, copy, remove records.75 13 Information sharing and privacy 75 13.1 Personal information privacy .75 13.1.1 General privacy issues 75 13.1.2 Templates76 13.2 Access to profile data .76 13.3 Vendor and provider inter
28、actions .77 13.4 Privacy levels .77 13.5 Privacy policies 78 13.6 Access control and authentication79 13.7 Trusted third parties80 13.8 Privacy regulations.80 13.9 Access control methods81 14 Log .82 Annex A (informative): Collective table of goals and guidelines83 A.1 Concept and benefits 83 A.2 St
29、akeholders and roles85 A.3 Profile contents.86 A.4 Rules.87 A.5 Default values and templates88 A.6 Set-up and maintenance of profiles89 A.7 Profile activation 93 A.8 Address book management 94 A.9 Information sharing and privacy 96 A.10 Log .98 History 100 ETSI ETSI EG 202 325 V1.1.1 (2005-10) 7 Int
30、ellectual 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, and can be found in ETSI SR 000 314: “Intellectual Property Ri
31、ghts (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). Pursuant to the ETSI IPR Policy, no investigation, including
32、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 present document. Foreword This ETSI Guide (EG) has been produced by
33、 ETSI Technical Committee Human Factors (HF). Intended readers of the present document are: standards developers; profile providers; service providers; terminal manufacturers (including mobile phone, PC, and public access point manufacturers); software developers. Introduction The concept of a user
34、profile usually refers to a set of preferences, information, rules and settings that are used by a device or service to deliver a customized version of capabilities to the user. In practice, most devices and services already contain profiles specific to that product and unrelated to any other. These
35、 profiles are frequently sub-divided into a number of profile components. Commercial and technical constraints currently dictate having profile components associated with each device or service, and is likely to remain a common model for profiles. This model is reflected in proposed system architect
36、ures such as the 3GPP GUP (see references 4, 5 and 6). There will be a number of user characteristics and preferences that will apply independently of any particular product (e.g. a users preferred language or their need for enlarged text). The guidance given in the present document reflects one key
37、 objective, 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 will have different needs for how they would like their ICT resourc
38、es arranged. At present, an increasing number of products already provide the user with ways of tailoring their preferences to these different situations. The present document identifies and suggests ways which make it easy for users to specify their situation dependent needs in ways that require th
39、e minimum need to understand the wide range of products that contain unique situation dependent preferences and access methods. In addition, common user profile management holds the promise of improving the uptake of new technologies and allowing greater access to the benefits of technologies. The p
40、resent document focuses on presenting guidelines to service providers and manufacturers in shaping their product requirements in ways to maximize human and social benefit. ETSI ETSI EG 202 325 V1.1.1 (2005-10) 8 1 Scope The present document provides guidelines relevant to users needs to manage their
41、 profiles for personalisation of services and terminals. Effective user profile management will be critical to the uptake and success of new and advanced communication services and it is therefore important to focus on the users requirements in this area. Key areas that are addressed in the present
42、document are: the user profile concept; the benefits of user profiles to different parties; scenarios in which user profiles bring benefits; administering profiles that reflect users lifestyles and situations; administering automatic activation of user profiles; optimizing the presentation of user p
43、rofile management guidelines to enable easier compliant product development. Profile solutions considered to be within the scope of the present document: that are provided for the primary benefit of the user; where the user has rights to modify the majority of the profile contents; where the user ha
44、s the right to accept or reject proposed changes to the profile. “User Profiling“ is not within the scope of the present document. “User Profiling“ employs profiles: that are created and owned by other parties, invisible to the user, to enable the other parties to tailor the services they offer to a
45、 user; where the user is given little or no opportunity to check, modify or reject changes made to the profile; based on the background collection of information about users derived from their actions. 2 References The following documents contain provisions which, through reference in this text, con
46、stitute 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 do
47、cuments which are not found to be publicly available in the expected location might be found at http:/docbox.etsi.org/Reference. 1 ETSI EG 202 249: “Universal Communications Identifier (UCI); Guidelines on the usability of UCI based systems“. 2 ETSI EG 202 301: “Universal Communications Identifier (
48、UCI); Using UCI to enhance communications for disabled, young and elderly people“. 3 ETSI EG 202 067: “Universal Communications Identifier (UCI); System framework“. ETSI ETSI EG 202 325 V1.1.1 (2005-10) 9 4 ETSI TS 122 240: “Universal Mobile Telecommunications System (UMTS); Service requirements for
49、 3GPP Generic User Profile (GUP); Stage 1 (3GPP TS 22.240 Release 6)“. 5 ETSI TS 123 240: “Universal Mobile Telecommunications System (UMTS); 3GPP Generic User Profile (GUP) requirements; Architecture (Stage 2) (3GPP TS 23.240 Release 6)“. 6 ETSI TS 129 240: “Universal Mobile Telecommunications System (UMTS); 3GPP Generic User Profile (GUP); Stage 3; Network (3GPP TS 29.240 Release 6)“. 7 OMA-UAProf-v2-0-20030520-C: “User Agent profile“. NOTE: See http:/www.openmobilealliance.org/release_program/docs/UAProf/OMA-U
