participation in the ieee standards process · 2013. 12. 9. · overlay networks organic components...
TRANSCRIPT
Participation in the IEEE Standards Process
Jon Rosdahl
IEEE-USA Annual MeetingAugust 2013
PARTICIPATION IN THE IEEE STANDARDS PROCESS
Standards provide a means for industry to produce compatible products for use in the marketplace, but how does one get involved? how does one get involved?
This session will walk through the process from inception of a concept to standardize to the final step of getting IEEE-SA Standard Board approval.
202 Aug 2013
Before I Share my Opinion……
“At lectures, symposia, seminars, or educational courses, an individual presenting information on IEEE standards shall make it clear that his or her views should be considered the her views should be considered the personal views of that individual rather than the formal position, explanation, or interpretation of the IEEE.”
IEEE-SA Standards Board Operation Manual (subclause 5.9.3)
302 Aug 2013
WHAT ARE STANDARDS?WHAT ARE STANDARDS?
402 Aug 2013
What are Standards?
Standards are published documents that establish specifications and procedures designed to ensure the reliability of the materials, products, methods, and/or services people use every day.
Standards address a range of issues, including but not limited to various protocols that help ensure product limited to various protocols that help ensure product functionality and compatibility, facilitate interoperability and support consumer safety and public health.
Standards form the fundamental building blocks for product development by establishing consistent protocols that can be universally understood and adopted.
502 Aug 2013
Why Standards?Standards fuel compatibility and interoperability and simplify product development, and speed time-to-market.
Standards make it easier to understand and compare competing products.
As standards are globally adopted and applied in many markets, they also help with international many markets, they also help with international trade.
It is only through the use of standards that the requirements of interconnectivity and interoperability can be assured.
Standards fuel the development and implementation of technologies that influence and transform the way we live, work and communicate.
602 Aug 2013
Standards and products
HP E5400 zl Switch Series (see http://h20195.www2.hp.com/v2/GetPDF.aspx/4AA2-6511ENW.pdf )
Over 100 Network Standards in HP E5400
26-Sep-13 702 Aug 2013 7
What do good standards offer?
� A balanced blend of:
� Technical alternatives
� Economic needs
� Global requirements� Global requirements
802 Aug 2013
WHAT IS THE IEEE-SA?WHAT IS THE IEEE-SA?
902 Aug 2013
IEEE-SA Overview
IEEE
IEEE Standards Association (IEEE-SA)
Standards Board Board of GovernorsStandards Board
Working GroupsReview
Committee(RevCom)
PatentCommittee(PatCom)
New Stds.Committee(NesCom)
Board of Governors
1002 Aug 2013
IEEE Standards Association (SA)
Oversees development of standards within IEEE
Global Membership
– Over 7,000 individual members
– 127 corporate members
– Approximately 20,000 participants
Broad Standards Portfolio
– Approximately 1,000 active standards
– Approximately 400 standards in development
Governed by volunteers
An independent organization
– Participants come together to develop standards independent of any government organization
1102 Aug 2013
IEEE-SA Global Strategy
Maintain a strong global standards perspective in IEEE
Leverage IEEE expertise, competence, track record, and processes to achieve global standards goals
Provide a forum to develop market-relevant Provide a forum to develop market-relevant standards
Recognize and promote– Emerging technologies
– Standards life cycle requirements
– Regulatory harmonization
– Society betterment
1202 Aug 2013
IEEE Standards Are PervasiveAddress a broad spectrum of technologies
Aerospace Electronics Bioinformatics Broadband Over Power Lines Broadcast Technology Clean TechnologyCognitive RadioDesign AutomationElectromagnetic Compatibility
National Electrical Safety CodeNext Generation Service Overlay NetworksOrganic ComponentsPortable Battery TechnologyPower ElectronicsPower & EnergyRadiation/NuclearElectromagnetic Compatibility
Green TechnologyLAN/MANMedical Device CommunicationsNanotechnology
Radiation/NuclearReliabilityTransportation TechnologyTest Technology
1302 Aug 2013
IEEE-SA Mission
To enable and promote the collaborative application of technical knowledge to advance economic and
social well-being
ConsensusDue
OpennessRight of
BalanceWTO Core Principles
IEEE-SA Values
To ensure:• Global and timely market relevance• Technical integrity and excellence• Collaboration and community building
ConsensusDue
processOpenness
Right of
appealsBalance
Principles
1402 Aug 2013
Consensus
Agreement among the majority
– Not 100% agreement
Defined in the IEEE Sponsor balloting Defined in the IEEE Sponsor balloting
rules as 75% of 75%
1502 Aug 2013
Consensus
Obligation to the majority
– Approve and make available expeditiously
Obligation to the minority
– Attempt to resolve comments
1602 Aug 2013
Due Process
� Develop operating procedures
� Publish and make procedures available
� Publish and make procedures available
� Follow procedures
1702 Aug 2013
Openness
Everyone has access to the process;
Make information and actions publicly available for examination;
Include all materially interested and affected parties;affected parties;
Avoid antitrust situations/appearance of collusion;
Opportunity to participate does not necessarily mean membership or a vote
1802 Aug 2013
Right of Appeal
The right to initiate a challenge of the process
Bases of appeal can be
– Technical (within Sponsor)
– Procedural
1902 Aug 2013
Balance
Representation from all materially interested and affected parties
– Goal for development
� Encourage participation during standard’s draft development stages development stages
– Mandatory for balloting
� Lack of dominance by any one interest group
� Common categories for interest groups:
Producer, user, and general interest
2002 Aug 2013
Three Choices for Standardization
• Standards−Documents with mandatory requirements
Recommended Practices– Documents with preferred procedures and
positions– Documents with preferred procedures and
positions
Guides– Documents with suggested approaches to
achieve good practice but with no clear-cut recommendations
2102 Aug 2013
Determination of Method
Developers can choose the appropriate venue for development, depending on technology– Individual (one person, one vote)– Corporate (one company, one vote)
Type of standards development indicated Type of standards development indicated at time of project approvalCan change during standards development– Recommended to use same type of planned
balloting method for development method
Once project enters ballot, method cannot change– Because ballot group must remain stable
2202 Aug 2013
DEVELOPMENT PROCESS
IEEE-SA Standards
DEVELOPMENT PROCESS
2302 Aug 2013
IEEE Standards Development: Getting Started
Technical• Determine technical area of interest
Existing?
•Is IEEE already working in this area? = Join existing group
•http://grouper.ieee.org/groups/index.html (Working groups)
•http://standards.ieee.org/db/status/index.shtml (Projects)
•http://standards.ieee.org/db/balloting/ballotform.html (Join ballot)
New!
• New area of interest = Begin new project
• Contact IEEE-SA staff
• http://standards.ieee.org/people/liaisons.html
2402 Aug 2013
IEEE Sponsors
Organization within IEEE that assumes responsibility for a particular standards idea
Takes responsibility for the technical content of the document and provides oversight
Responsible for determining the scope and nature of the technical contentnature of the technical content
Not a financial sponsorship
IEEE already has a large number of Sponsors
– There are the various societies within the IEEE
– Within those societies, there are often many committees that are active in standards development
2502 Aug 2013
IEEE-SA Development Groups
Technical Society/Sponsor
Subcommittees
Project Groups
2602 Aug 2013
IEEE-SA Individual and Corporate Standards Development
Open, consensus process
Individual standards development
– Each individual has one vote– Each individual has one vote
Corporate standards development
– One company/one vote
Results frequently adopted by national, regional, and international standards bodies
2702 Aug 2013
IEEE Standards Development: Process Flow
Idea!
Maximum of 4 years
Project Approval Process
Develop Draft Standard (in Working Group)
Sponsor Ballot
IEEE-SA Standards Board Approval Process
Publish Standard
Revise or Withdraw StandardsMaximum of 10 years
2802 Aug 2013
IEEE Standards Development: Project Authorization
A project may be started by any individual or company
Each project must be supported by a technical group in the IEEEgroup in the IEEE– Referred to as a “Sponsor”
– Official developer of standard
Projects approved through document called Project Authorization Request (PAR)
– Summarizes details of project
2902 Aug 2013
IEEE Standards Development: Develop Draft Standard
Standard is written by working group
– Working group consists of developers interested in creating the standard
Working group chooses way to create first draft documentdocument
– Group writes initial draft
– Draft developed from existing documents and specifications
Draft document refined in working group through multiple iterations and review
3002 Aug 2013
IEEE Standards Development: Consensus process
Consensus is determined through a ballotInterested persons or organizations are invited to ballot on draft standards
Ballot group receives document, reviews it, and votes/comments on itBallot group receives document, reviews it, and votes/comments on it
– Vote yes (approve), no (disapprove), abstain
– Can offer comments on document as well
Ultimate approval of standard is granted by IEEE-SA Standards Board
3102 Aug 2013
Publication & Maintenance
Standard published after approval
Standard is valid for 10 years after approval
– After 10 years, must be revised or – After 10 years, must be revised or withdrawn
3202 Aug 2013
Summary
Standards form the fundamental building blocks for product
development by establishing consistent protocols that can be
universally understood and adopted.
Standards fuel the development and implementation of
technologies that influence and transform the way we live,
work and communicate.
The IEEE Standards Association
– Fosters an environment of mutual respect amongst all
participants.
– Recognizes the value of partnership and collaboration.
IEEE standards
– Strive to achieve a balanced blend of technical
alternatives, economic/market needs, and political views.
– Adhere to five imperative principles of standards
development
3302 Aug 2013
We welcome
your questions
and alland all
offers of assistance…
3402 Aug 2013
About the presenter
Jon Rosdahl has worked on 802 standards for over 20 years. He is employed by CSR Technologies as a Standards Architect.
A Senior Member of the IEEE, Jon serves on the IEEE-SA Standards Board, the Procedures Committee (ProCom), and is the New Standards Committee (NesCom) Chair.
He also serves as the IEEE 802 Executive He also serves as the IEEE 802 Executive Committee's Executive Secretary, the IEEE 802.11 1st Vice-Chair, IEEE 802.11 Treasurer and IEEE P802.11mc Vice-Chair and secretary.
Jon holds a B.S. and M.E. degrees in Electrical Engineering from Utah State University.
26-Sep-13 3502 Aug 2013 35
Contacts
Jon Rosdahl, Standards Architect, CSR
Acknowledgements for the source for some slides:
– Howard Wolfman, Principal, Lumispec – Howard Wolfman, Principal, Lumispec Consulting
– Jennifer McClain, Program Manager, IEEE Standards Education
3602 Aug 2013
Resources
http://standards.ieee.org
http://standards.ieee.org/develop/index.html
http://standards.ieee.org/develop/getinvolved.html
http://standardseducation.org/
The Ten Commandments for Effective Standards: The Ten Commandments for Effective Standards: Practical Insights for Creating Technical Standards, by Karen Bartleson, Synopsys Press, May 2010.
3702 Aug 2013