Guidelines for Generic UI Elements for 3G mobile devices, services and applications Bruno von Niman ETSI STF322 Leader Vice Chairman ETSI TC Human Factors Lead Expert vonniman consulting bruno@vonniman.com GA49(07)XX

ETSI STF 322; Nokia, Tampere, November 27, 2007 What is ETSI? ETSI, the European Telecommunication Standards Institute A European standards organization, active in all ICT areas Independent, non-profit, created in 1988 Officially recognized and co-funded by the EU & EFTA Setting globally-applicable standards for Telecommunications, in general Radio communications, especially mobile Broadcasting, and Related topics Offering direct participation of all members More than 15,000 publications → all available for free! ETSI STF 322; Nokia, Tampere, November 27, 2007

ETSI The home of the GSM™ standards… … and of a lot of others, e.g. ISDN, DECT, DAB, DVB … ETSI STF 322; Nokia, Tampere, November 27, 2007

ETSI …and a founding Partner in The 3rd Generation Partnership Project ETSI STF 322; Nokia, Tampere, November 27, 2007

ETSI STF 322; Nokia, Tampere, November 27, 2007 ETSI in the World ETSI STF 322; Nokia, Tampere, November 27, 2007

ETSI STF 322; Nokia, Tampere, November 27, 2007 International bodies ITU-T ITU-R JTC1 Fora / Consortia Global Standards Collaboration (GSC) GTSC GRSC DECT Forum DVB Project Group EBU GSM Association IEEE IMTC IPv6 Forum TETRA Forum UMTS Forum & 50+ others CEN CENELEC ETSI STF 322; Nokia, Tampere, November 27, 2007

ETSI STF 322; Nokia, Tampere, November 27, 2007 Interregional collaboration on selected standardization subjects between ARIB (Japan) TTC (Japan) ISACC (Canada) TTA (Korea) TIA (USA) ITU (International) ATIS (USA) ACIF (Australia) ETSI STF 322; Nokia, Tampere, November 27, 2007

ETSI STF 322; Nokia, Tampere, November 27, 2007 Why standards? ETSI STF 322; Nokia, Tampere, November 27, 2007

We need standards to ensure: Compatibility of equipment and services from different suppliers Full interoperability between equipment and services from different suppliers Transfer of learning between equipment and services from different suppliers Accessibility to equipment and services Better safety of equipment and services Load sharing, cost saving, co-operation of competitors ETSI STF 322; Nokia, Tampere, November 27, 2007 2

The eEurope Initiatives Launched by the European Commission in 2000: “eEurope 2002 – An Information Society For All” Intended to accelerate positive change in the EU Aims: secure equal access to digital systems and services for all of Europe's citizens promote computer literacy and create a partnership environment between the users and providers of systems, based on trust and enterprise Ultimate objective: bring everyone in Europe on-line Successful Building on this success, in June 2002 the initiative was extended into eEurope Action Plan 2005 ETSI STF 322; Nokia, Tampere, November 27, 2007

The eEurope and i2010 Initiatives Launched by the European Commission in 2000: “eEurope 2002 – An Information Society For All” Intended to accelerate positive change in the EU Aims to: secure equal access to digital systems and services for all of Europe's citizens promote computer literacy and create a partnership environment between the users and providers of systems, based on trust and enterprise Ultimate objective: bring everyone in Europe on-line Building on this success, in June 2002 the initiative was extended into eEurope Action Plan 2005 i2010 launched in 2005 ETSI STF 322; Nokia, Tampere, November 27, 2007

ETSI TC HF (Technical Committee Human Factors) Responsible for human factors issues in all areas of telecommunications Responsibility to ensure ETSI takes account of the needs of all users Produces standards, guidelines and reports that set the criteria necessary to ensure the widest possible accessibility of converging I&C technologies Chairman: Stephen Furner (BT, UK) Vice Chairmen: Bruno von Niman (ITS, Sweden) Lutz Groh (Siemens, Germany) ETSI STF 322; Nokia, Tampere, November 27, 2007

ETSI HF Deliverables (1/2) - Requirements for assistive technology devices in ICT - Generic spoken command vocabulary for ICT devices& services (5/28 languages) - Guidelines on the multimodality of icons, symbols and pictograms - Guidelines for ICT products and services: Design for All - Access to ICT by children; Issues and guidelines - Alphanumeric characters: sorting orders and assignment to the 12-key telephone keypad (official European and minority and other languages) - Human Factors of work in call centers - Multimodal interaction, communication and navigation - Maximizing the usability of UCI based systems ETSI STF 322; Nokia, Tampere, November 27, 2007 2

ETSI HF Deliverables (2/2) - Guidelines for generic UI elements of mobile terminals and services (GSM/GPRS and now 3G/UMTS) Telecare in and outside of intelligent homes Telecare User Experience design guidelines - User addressing and profile management - Guidelines for the design and use of ICT by children Total communication (Duplex universal speech and text communication) Enabling and improving the use of mobile e-Services User education and Setup procedures Multicultural aspects of ICT AVAILABLE FREE OF CHARGE AT WWW.ETSI.ORG EC Mandate M 376 (Accessibility requirements for public procurement) User profile management standardization etc ETSI STF 322; Nokia, Tampere, November 27, 2007

ETSI STF 322; Nokia, Tampere, November 27, 2007 Co-funded by EC/EFTA Leader: Bruno von Niman (ITS (SE), vonniman consulting) Experts: Pekka Ketola (Nokia) David Williams (Motorola, Majire, Asentio Design) Matthias Schneider (Siemens, BenQ Mobile, Nokia Group) Follow up EG 202 132 (STF231), focusing on the 3G-specific aspects Time plan: Ready (TB approval) in September 2008 ETSI publication in December 2008 ETSI STF 322; Nokia, Tampere, November 27, 2007

Intro and background (1/2) The capabilities offered by mobile solutions evolve, from only being able to make a call and use voice-mail to downloadable personalization achieved through ring signals, software programs such as games and the introduction of multimedia information services such as navigation, mapping and directions, traffic information, text messaging and e-mail access, quasi-cordless functionality, music, tv and video call services. ETSI STF 322; Nokia, Tampere, November 27, 2007

Intro and background (2/2) Connectivity and interoperability between telephony networks, personal computing, the Internet, and ever-smarter mobile terminals and services Offer enormous potential for improving life. Concern about whether these new products, services and their content will be fully accessible to all people, including: generic users, less literate users, children, aging and disabled users. Ensuring access to mobile communication for all is a common goal vendors, operators, service providers, users associations, Policy makers (e-inclusive information society) ETSI STF 322; Nokia, Tampere, November 27, 2007

ETSI STF 322; Nokia, Tampere, November 27, 2007 The “Usability Gap” “Featurism” - product complexity increasing Range of mobile technology users broadening – from children to elderly and disabled ETSI STF 322; Nokia, Tampere, November 27, 2007

ETSI STF 322; Nokia, Tampere, November 27, 2007 Triple-play ETSI STF 322; Nokia, Tampere, November 27, 2007

Decreasing the “Usability Gap” Possible ways to decrease complexity include: understanding of user needs; excellent user interfaces; simplicity of configuration; personalization capabilities and ease of operation. Also the “usability gap” can be helped by: technological advances (e.g. better speech recognition); a maturing ICT industry. ETSI STF 322; Nokia, Tampere, November 27, 2007

ETSI STF 322; Nokia, Tampere, November 27, 2007 Generic UI elements! ETSI STF 322; Nokia, Tampere, November 27, 2007

ETSI Guide: Generic UI elements for mobile devices and services (STF231) Leader: Bruno von Niman (Ericsson/ vonniman consulting) ITS Sweden STF Experts: Riitta Jokela Martin Böcker Nokia Siemens Kristoffer Åberg Mike Pluke Sony Ericsson Telenor (supp.) Matthias Schneider- Hufschmidt Siemens ETSI STF 322; Nokia, Tampere, November 27, 2007

Industry Reference Group (STF231) AOL Time Warner Alcatel BT Ericsson Fundacione ONE GSM Association IBM Infineon Motorola Orange Philips Qualcomm Samsung TeliaSonera TMobile O2 Vodafone Wireless World Research Forum etc. ETSI STF 322; Nokia, Tampere, November 27, 2007

ETSI STF 322; Nokia, Tampere, November 27, 2007 Scope (1/2) Simplify end-user access to ICT services for end users and consumers from mobile 3G/UMTS telecommunication terminals without restricting the ability of market players to further improve and develop their terminals, services and applications. Expand scope of EG 202 132, “Human Factors: Guidelines for Generic Mobile User Interface Elements for Mobile Terminals and Services” (August 2004) to 3G specific issues Address specific and important 3G key issues from the end user's perspective providing guidance on proposed generic user interface elements for basic and advanced mobile terminals, services and applications, including their accessibility. ETSI STF 322; Nokia, Tampere, November 27, 2007

ETSI STF 322; Nokia, Tampere, November 27, 2007 Scope (2/2) Consider user requirements and integrate available results of standardisation work providing implementation oriented guidance. Do not restrict ability of market players to further improve and develop their devices and services. Do not limit options to trademark UI elements or profile the user experience of brand‑specific user interface implementations as a competitive edge. Provide guidance on simplifying end-user access to basic and selected advanced functions of mobile communication services from mobile communication devices. Adopt a Design-for-All approach, wherever possible taking special needs of children and elderly users with physical and sensory disabilities into account. ETSI STF 322; Nokia, Tampere, November 27, 2007

Rationale for generic UI elements Manufacturers differentiate their products through industrial and screen design, feature sets and UIs Generic UI elements are accepted in safety-relevant products (e.g. cars), for products to be used by many people (products in public or work environments), and In UIs following de-facto standards (GUIs in PC software or musical instruments). ETSI STF 322; Nokia, Tampere, November 27, 2007

ETSI STF 322; Nokia, Tampere, November 27, 2007

Rationale for generic UI elements Generic UI elements result from De-facto standards (e.g. GUIs), and from official standardisation (e.g. keypad arrangement on public phones). Generic UI elements potentially benefit all, end users, manufacturers, and service providers. They can facilitate the uptake of new and emerging types of interfaces, e.g. ETSI ES 202 130 Character repertoires, ordering rules and keypad assignment (under expansion) ETSI ES 202 076 Generic spoken command vocabulary (under expansion) ETSI STF 322; Nokia, Tampere, November 27, 2007

Rationale for generic UI elements Basic considerations of what makes a UI area a candidate for generic UI elements: No barrier to innovation No obstacle to good product-specific user interfaces Only the semantic of a generic user-interface element should be specified, not the actual design and implementation End-user aspects, such as learnability, familiarity, trust, configuration and access Commercial aspects (quicker uptake of new technologies, larger user base) Legal requirements and possible regulation ETSI STF 322; Nokia, Tampere, November 27, 2007

EG 202 132 version 1.1.1: 2G/GSM and GPRS-specific guidelines Terminology, symbols, acoustic signals and user guides Configuration for service access, interworking, portability and error handling Terminal and network related generic UI elements Service and application specific UI elements ETSI STF 322; Nokia, Tampere, November 27, 2007

Terminal and network related generic UI elements 9.1 International access code 9.2 Safety and security indicators 9.3 Text entry, retrieval and control 9.4 Accessibility and assistive terminal interfaces 9.5 Common keys 9.6 Language selection mechanisms 9.7 Voice and speech user interfaces 9.8 Users’ data privacy, security and access control 9.9 Telephone number format and handling 9.10 Universal addressing in converging networks 9.11 Synchronization and back-up ETSI STF 322; Nokia, Tampere, November 27, 2007

Service and application specific UI elements 10.1 Emergency call services 10.2 Voice call services 10.3 Video call services 10.4 Mobile browsing and Internet services 10.5 Positioning-related services 10.6 Service and content presence, availability and connectivity 10.7 Payments, cost of services and content 10.8 Messaging services 10.9 Instant mobile messaging services ETSI STF 322; Nokia, Tampere, November 27, 2007

ETSI STF 322; Nokia, Tampere, November 27, 2007 The 3G/UMTS specifics… Infrastructure and device-related guidelines Access, connectivity and QoS ; Internet connectivity, access and use; Always-on, always on-line; Dedicated, device-native UIs . Guidelines for services, media and applications Data-intensive services and applications; Distributed, non-device-native (local and remote) UIs; Customization and operator-bundled packages; Services of public interest (societal services/ services to the public); Business/enterprise use. Other non 3G-specific but related guidelines Application installation; Computer access, bandwidth and cost issues; Accessibility applications; and Other areas. ETSI STF 322; Nokia, Tampere, November 27, 2007

ETSI STF 322; Nokia, Tampere, November 27, 2007 Thank you! Your comments and input welcome: bruno@vonniman.com Public draft available in December 2007: http://portal.etsi.org/stfs/STF_HomePages/STF322/STF322.asp ETSI STF 322; Nokia, Tampere, November 27, 2007