1. May 2010
New Participant Orientation Working Groups in Beijing /.15/.18/.19/.20/.22
Bob Heile, ZigBee Alliance

2. May 2010
Who we are
OSI Reference
Model
Application
Presentation
Session
Transport
Network
Data Link
Physical
Medium
IEEE Project 802 LAN/MAN Standards Committee (aka IEEE 802 or LMSC)
Develop LAN and MAN standards
Mainly for link and physical layers of the network stack (exception IEEE )
In operation since early 1980
IEEE
802
Bob Heile, ZigBee Alliance

3. IEEE Standards Association aka RevCom aka NesCom IEEE 802 is here:
May 2010
IEEE Standards
Association
aka RevCom
aka NesCom
IEEE 802 is here:
a standards committee formed by the Computer Society
Bob Heile, ZigBee Alliance

4. May 2010
Some Terms
WG - Working group – responsible for developing standards in an area
TAG – Technical Advisory Group – experts on a topic area that crosses working groups – may develop a recommended practice.
Task group or task force – a part of a working group which focuses on a particular project.
Study group – a part of a working group which focuses on writing PARs and 5Cs
PAR – project authorization request – the document that authorizes work on a project.
5C – The Five Criteria. Defines 1.) the broad market potential, 2.) Compatibility, 3.) Distinct Identity, 4.) Technical Feasibility, and 5.) Economic Feasibility of a proposed PAR
CA – Coexistence Assurance document. Any wireless project must submit one of these to prior to letter ballot. Demonstrates how this project will coexist with other 802 wireless standards
Mike Lynch, MJ Lynch & Associates LLC
Bob Heile, ZigBee Alliance

5. IEEE 802: Standardization Process
May 2010
IEEE 802: Standardization Process
TASK GROUPS
STUDY GROUPS
AD_HOC GROUPS
IEEE 802 SPONSOR GROUP
STANDARD
WORKING GROUP
Initial Idea for
a standard or
improvement to
a standard
Gain support, prepare
and submit a PAR
Debate Technology,
Write a Draft Standard
Review Draft,
Approve or reject
Rejected
PAR Approved
Passage Requires 75% or
greater approval
(Typically 95% Needed)
ReVCom
Bob Heile, ZigBee Alliance

6. IEEE SA Patent Policy Advise the WG attendees that:
May 2010
Advise the WG attendees that:
The IEEE’s patent policy is consistent with the ANSI patent policy and is described in Clause 6 of the IEEE-SA Standards Board Bylaws;
Early identification of patent claims which may be essential for the use of standards under development is strongly encouraged;
There may be Essential Patent Claims of which the IEEE is not aware. Additionally, neither the IEEE, the WG, nor the WG chair can ensure the accuracy or completeness of any assurance or whether any such assurance is, in fact, of a Patent Claim that is essential for the use of the standard under development.
Instruct the WG Secretary to record in the minutes of the relevant WG meeting:
That the foregoing information was provided and that slides 1 through 4 (and this slide 0, if applicable) were shown;
That the chair or designee provided an opportunity for participants to identify patent claim(s)/patent application claim(s) and/or the holder of patent claim(s)/patent application claim(s) of which the participant is personally aware and that may be essential for the use of that standard
Any responses that were given, specifically the patent claim(s)/patent application claim(s) and/or the holder of the patent claim(s)/patent application claim(s) that were identified (if any) and by whom.
The WG Chair shall ensure that a request is made to any identified holders of potential essential patent claim(s) to complete and submit a Letter of Assurance.
It is recommended that the WG chair review the guidance in IEEE-SA Standards Board Operations Manual and in FAQs 12 and 12a on inclusion of potential Essential Patent Claims by incorporation or by reference.
Note: WG includes Working Groups, Task Groups, and other standards-developing committees with a PAR approved by the IEEE-SA Standards Board.
Bob Heile, ZigBee Alliance

7. Participants, Patents, and Duty to Inform
May 2010
Participants, Patents, and Duty to Inform
All participants in this meeting have certain obligations under the IEEE-SA Patent Policy. Participants:
“Shall inform the IEEE (or cause the IEEE to be informed)” of the identity of each “holder of any potential Essential Patent Claims of which they are personally aware” if the claims are owned or controlled by the participant or the entity the participant is from, employed by, or otherwise represents
“Personal awareness” means that the participant “is personally aware that the holder may have a potential Essential Patent Claim,” even if the participant is not personally aware of the specific patents or patent claims
“Should inform the IEEE (or cause the IEEE to be informed)” of the identity of “any other holders of such potential Essential Patent Claims” (that is, third parties that are not affiliated with the participant, with the participant’s employer, or with anyone else that the participant is from or otherwise represents)
The above does not apply if the patent claim is already the subject of an Accepted Letter of Assurance that applies to the proposed standard(s) under consideration by this group
Quoted text excerpted from IEEE-SA Standards Board Bylaws subclause 6.2
Early identification of holders of potential Essential Patent Claims is strongly encouraged
No duty to perform a patent search
Slide #1
Bob Heile, ZigBee Alliance

8. May 2010
Patent Related Links
All participants should be familiar with their obligations under the IEEE-SA Policies & Procedures for standards development.
Patent Policy is stated in these sources:
IEEE-SA Standards Boards Bylaws
IEEE-SA Standards Board Operations Manual
Material about the patent policy is available at
If you have questions, contact the IEEE-SA Standards Board Patent Committee Administrator at or visit
This slide set is available at
Slide #2
Bob Heile, ZigBee Alliance

9. Call for Potentially Essential Patents
May 2010
Call for Potentially Essential Patents
If anyone in this meeting is personally aware of the holder of any patent claims that are potentially essential to implementation of the proposed standard(s) under consideration by this group and that are not already the subject of an Accepted Letter of Assurance:
Either speak up now or
Provide the chair of this group with the identity of the holder(s) of any and all such claims as soon as possible or
Cause an LOA to be submitted
Slide #3
Bob Heile, ZigBee Alliance

10. Other Guidelines for IEEE WG Meetings
May 2010
Other Guidelines for IEEE WG Meetings
All IEEE-SA standards meetings shall be conducted in compliance with all applicable laws, including antitrust and competition laws.
Don’t discuss the interpretation, validity, or essentiality of patents/patent claims.
Don’t discuss specific license rates, terms, or conditions.
Relative costs, including licensing costs of essential patent claims, of different technical approaches may be discussed in standards development meetings.
Technical considerations remain primary focus
Don’t discuss or engage in the fixing of product prices, allocation of customers, or division of sales markets.
Don’t discuss the status or substance of ongoing or threatened litigation.
Don’t be silent if inappropriate topics are discussed … do formally object.
See IEEE-SA Standards Board Operations Manual, clause and “Promoting Competition and Innovation: What You Need to Know about the IEEE Standards Association's Antitrust and Competition Policy” for more details.
Slide #4
Bob Heile, ZigBee Alliance

11. Standards Activities Board Local and Metropolitan Area Networks
May 2010
Standards Organization in IEEE
IEEE Standards Association
Standards Activities Board
Sponsor
IEEE 802
Local and Metropolitan Area Networks
(LMSC)
Sponsor
Sponsor
Sponsor
802.1
Higher
Layer
LAN
Protocols
802.3
CSMA/CD
Ethernet
1-100 Mbps
802.5
Token
Passing
Ring
802.11
Wireless
WLAN
802.15
Wireless
Personal
Area
Networks
802.11
Wireless
WLAN
802.15
Wireless
Personal
Area
Networks
802.16
Broadband
Wireless
Access
802.17
Resilient
Packet
Ring
802.18
Radio
Regulatory
TAG
802.19 TV
White Spaces
Coexistence
802.20
Mobile
Broadband
Wireless
Access
802.21
Media
Independent
Handoff
802.22
Wireless
Regional
Area
Networks
802.23
Emergency
Services
Bob Heile, ZigBee Alliance

12. All those dots….decoder ring
May 2010
All those dots….decoder ring
802.1 Bridging and Architecture – generally the top of the link layer
802.3 CSMA/CD – Carrier sense multiple access/collision detect – wired Ethernet
WLAN – wireless LAN
WPAN – wireless personal area network
BWA – broadband wireless access
ResPackRing – resilient packet ring (wired)
Radio Regulatory TAG
Radio Coexistance TAG
MBWA – mobile broadband wireless access
Media Independent Handoff
WRAN - wireless regional area networks
Emergency Services
Bob Heile, ZigBee Alliance

13. IEEE 802 Organization EXECUTIVE COMMITTEE (EC)
May 2010
IEEE 802 Organization
EXECUTIVE COMMITTEE (EC)
CHAIR
Paul Nikolich
WORKING GROUP/TAG CHAIRS
APPOINTED OFFICERS
802.1
BRIDGING/ARCH
Tony Jeffree
802.3
CSMA/CD
David Law
802.11
WLAN
Bruce Kraemer
TAG
Radio Regulatory
Mike Lynch
1st VICE CHAIR
Mat Sherman
2nd VICE CHAIR
Pat Thaler
802.15
WPAN
Bob Heile
802.16
BWA
Roger Marks
802.17
ResPackRing
John Lemon
TAG
Coexistance
Steve Shellhammer
EXECUTIVE SECY
Jon Rosdahl
RECORDING SECY
James Gilb
WRAN
Apurva Mody
Emergency Serv
G. Thompson
MEMBER
EMERITUS
Buzz Rigsbee
MBWA
Mark Klerer
Handoff
Subir Das
TREASURER
John Hawkins
HIBERNATION
802.2 LLC (Dave Carlson)
DISBANDED
802.5 Token Ring
Bob Heile, ZigBee Alliance

14. Working Group Officer Duties
May 2010
Working Group Officer Duties
Working Group
Chairman
Secretary
Treasurer
Policies and Procedures
Documentation
Attendance
Voter Data Base
Voting Tokens
Reflector
Web Master
802.11
Bruce Kraemer
Stephen McCann
Jon Rosdahl
Vice Chair
Adrian Stephens
Adrian Stevens
802.15
Bob Heile
Pat Kinney
John Barr
Rick Alfvin
802.18
Mike Lynch
N/A
802.19
Steve Shellhammer
802.20
Mark Klerer
Chirag Patel
Radhakrishnan Canchi
802.22
Apurva Mody
David Mazzarese
Gerald Chouinard
Bob Heile, ZigBee Alliance 11

15. General Operating Procedures
May 2010
General Operating Procedures
Meetings governed by Roberts Rules of Order. latest edition
Meetings operated under published IEEE 802 and IEEE 802 Working Group Policies and Procedures
See the respective WG officers for WG Policies and Procedures
Participation and Representation
Individual representation and voting…. Not by company!!!!
Affiliation must be recorded to get/maintain voting rights.
Open participation with conference fee
working group web page
working group web page
working group web page
working group web page
working group web page
working group web page
working group web page
working group web page
Photography not permitted unless approved by WG Chair
Audio taping of IEEE /.22 meetings is NOT allowed
Media – Press and Analyst briefings
Only the /.22 Chair and Vice-Chairs are allowed to give verbal statements/interviews to the media on behalf of IEEE /.22 WG
Bob Heile, ZigBee Alliance

16. Declaration of Affiliation Required
May 2010
Declaration of Affiliation Required
Revision: Feb 2006 Standards Board Bylaw
Openness
Openness is defined as the quality of being not restricted to a particular type or category of participants. All meetings involving standards development an all IEEE Sponsor ballots shall be open to all interested parties. Each individual participant in IEEE Standards activities shall disclose his or her affiliations when requested. A person who knows or reasonably should know, that a participant’s disclosure is materially incomplete or incorrect should report that fact to the Secretary of the IEEE-SA Standards Board and the appropriate Sponsors.
Bob Heile, ZigBee Alliance

17. Declaration of Affiliation
May 2010
Declaration of Affiliation
* Disclosure of Affiliation: During 2006, the IEEE-SA Board of Governors and the IEEE-SA Standards Board recognized that making visible those interests that are funding participation in Working Groups and Sponsor ballots would improve transparency and openness in IEEE-SA standards development. In December 2006, changes to the IEEE-SA Standards Board Bylaws and the IEEE-SA Standards Board Operations Manual were approved to make the Declaration of Employer and Affiliation mandatory in various IEEE-SA activities. In support of this requirement, myProject is collecting Declaration of Employer at the personal level (via myInfo) and Declaration of Affiliation at both the project and Sponsor ballot levels (via the Technical Activity Area selection process). The Declaration of Employer at the personal level was implemented in early February 2006 and those who have logged into myProject since then have been directed to provide their Employer as a mandatory field within their contact information before being allowed to go further into the system. Effective 2 April 2007, the same direction apply for Declaration of Affiliation at the Sponsor, Working Group, and Project levels. A complete set of FAQs (definitions of Employer and Affiliation; what will be done with the information; the consequences of not providing information or of providing erroneous data; etc.) is also available.
Information is available on the myProject site: And through our FAQs page:
Bob Heile, ZigBee Alliance

18. Becoming a Voter-Overview
May 2010
Becoming a Voter-Overview
Earned by attending and participating in meetings for each session in progress.
Two (2) types of meeting sessions
Plenary:….3 sessions per calendar year (March, July, November)
Organized by IEEE 802
Interim: .. Currently 3 sessions per calendar year (January, May, September)
Organized by working group IEEE /15/18/19/22
Voting rights can be earned by participation in 2 of the last 4 consecutive plenary sessions. An interim may be substituted for a plenary as long it falls in the time window of the last 4 consecutive plenaries.
When you reach “Nearly Voter” status, depending on working group, you may be required to submit a letter of intent requesting voting rights to the WG Chair and coping the WG Vice-Chair by 14 days prior to the next plenary session to be granted voting rights at that next session. Please check with the Working Group Chair or Vice Chair to see if this is required.Voting rights are only granted in “Plenary Sessions”
Definition of participation…..
Must be present in for at least 75% of a meeting in at least 75% of ALL time slots in a session
and voters attending will receive voting credit for maintaining voting rights in or (primary WG)
Bob Heile, ZigBee Alliance

19. Becoming a Voter Pay conference fee New Participant
Sept 2009
May 2010
Becoming a Voter
New Participant
Pay conference fee
Provide contact/ and affiliation information
1st (Plenary) Session
Aspirant
“Participate” in 75% of ALL time slots of 1st session (
Added to the IEEE 802.x general reflectors
2nd Session
“Participate” in 75% of ALL time slots in 2 out of the last 4 consecutive Plenary sessions or Participate in 1 Plenary and 1 interim session in the same time window.
Nearly Member
3rd Session
Voting rights begin at the start of the next plenary attended providing the 2 our of the last 4 rule remains satisfied
Check with your WG Chair to see if you must submit a request to the WG chair to obtain voting rights prior to the next 802 Plenary session
Potential(Nearly)
Voter
Voter
Participate in Working Group Letter Ballots
Open to Nomination for Officers, & Chair
Bob Heile, ZigBee Alliance

20. Achieving Voting Rights
May 2010
Achieving Voting Rights
If you start at a “Plenary”
Substitute an “Interim” for a Plenary
Must participate in 2 out of 4 Plenary Sessions
Note: /22 voter rights begin at the “start” of the plenary.
Depending on WG, you may be required to request voting rights from the WG Chair by prior to the Plenary.
Bob Heile, ZigBee Alliance

21. Achieving Voting Rights
May 2010
Achieving Voting Rights
If you start at an “Interim”
2007
2007
2007
2007
Jan
Mar
May
Jul
Interim
Plenary
Interim
Plenary B-
New Part. B-
Aspirant B-
Voter E-
Aspirant E-
Nearly Voter
Potential Voter
B- Beginning
E - End
Substitute an “Interim” for a Plenary
Must participate in 2 out of 4 Plenary Sessions
Note: /22 voter rights begin at the “start” of the plenary.
Depending on WG, you may be required to request voting rights from the WG Chair by prior to the Plenary
Bob Heile, ZigBee Alliance

22. Maintaining Voting Rights
May 2010
Maintaining Voting Rights
Every voter is responsible for keeping track of their voting status as recorded on the electronic attendance during Session meetings
In the Event of Discrepancies…bring it the attention of the respective WG Officers
How to loose working group membership voting rights……
Voter
Fail to “Participate” in 2 of the last 4 consecutive Plenary sessions
An interim may substitute for one (1) of the two (2) plenary sessions.
Participation is to attend 75% of ALL time slots within a session to maintain credit for that session
Fail to respond or responding “abstain” for reason other than “lack of technical expertise” to 2 out of the last 3 mandatory working group letter ballots
Fail to pay either Interim or Plenary conference fees
Fail to properly record your affiliation
Non-Voter
Bob Heile, ZigBee Alliance

23. Fairmont Queen Elizabeth
May 2010
Voting Tokens
Once you become a Voter, a Voting “token” will be printed for each session and can be obtained at the opening of a session, providing you have paid your attendance fee!
Display session Badge at ALL times
If you loose your Voting token during a session please see the respective Working Group Officers.
Voters are required to use this “token” when a vote in progress on a Motion.
On occasion, paper tokens may be used instead
Registration badges are
Voting Tokens for
Attendee
Name
007
Fairmont Queen Elizabeth
Bob Heile, ZigBee Alliance

24. Working Group Officer for Tokens
May 2010
Working Group Officer for Tokens
Working Group
Chairman
Secretary
Treasurer
Policies and Procedures
Documentation
Attendance
Voter Data Base
Voting Tokens
Reflector
Web Master
802.11
Bruce Cramer
Stephen McCann
Jon Rosdahl
Vice Chair
Adrian Stephens
Adrian Stevens
802.15
Bob Heile
Pat Kinney
John Barr
Rick Alfvin
Rick Alvin
802.18
Mike Lynch
802.19
Steve Shellhammer
802.20
Mark Klerer
Chirag Patel
Radhakrishnan Canchi
802.22
Apurva Mody
David Mazzarese NA
Gerald Chouinard
Bob Heile, ZigBee Alliance 11

25. WG Voting Rights Must be present at a session to VOTE
May 2010
WG Voting Rights
IEEE 802.x
Working Group (WG)
Session Meetings
Task Groups (TG)
Meetings
Must be present at a session to VOTE
Participation in debates, Motion(s) moved, seconded is only permitted by VOTING members in ALL , 15,16,18,19,20, 21, 22 meetings
However WG & TG Chairs may permit observers/attendees to participate in debates and discussions….
Study Groups (SG)
Meetings
In Study Groups ALL attendees and participants present at the SG meeting can VOTE
Bob Heile, ZigBee Alliance

26. Access to the Websites When you become an “Aspirant”
May 2010
Access to the Websites
When you become an “Aspirant”
Your address is added to the appropriate working group general/technical reflector
When you become a “Potential Voter or Nearly”
You get access to the “Members Only” private section of the appropriate WG website
Member ID and Password
Includes documents of draft standards for the “task groups
Allows access to all private areas of all wireless groups except 16
Bob Heile, ZigBee Alliance

27. Document & Attendance Servers
May 2010
Document & Attendance Servers
Document download link for all groups
Attendance links for all groups (IMAT)
Or follow the link on the back of your badge
Bob Heile, ZigBee Alliance

28. Attendance Recording Attendance is handled electronically
May 2010
Attendance Recording
Attendance is handled electronically
Days are divided into 5 two hour time slots.
The evening slots are extra credit toward meeting the 75% participation requirement
You are responsible for insuring your attendance record is correct before the close of the session as it then becomes final
Bob Heile, ZigBee Alliance

29. Reflector Requests/Rules
May 2010
Reflector Requests/Rules
Most Working Groups maintain reflectors for specific topics.
802.11, and have links to join these reflectors on their respective web pages
For other WGs please see the WG chair
Any s sent to any of the reflectors must not contain any confidentiality notices. You will be removed from the reflector if you do not comply
Reflectors are for Working Group business only. Any other use will result in immediate suspension from all reflectors
Bob Heile, ZigBee Alliance

30. Wireless Network Information
May 2010
Wireless Network Information
IEEE a/b/g access in all meeting rooms
Open Network SSID: VeriLAN
Secure Network SSID: VeriLAN.1x
Set your network configuration to “DHCP” or “Automatic Configuration”
Network printer available at the registration desk
Please visit the VeriLAN Help Desk if you have any problems with the network or printers
Bob Heile, ZigBee Alliance

31. May 2010
Wireless Networks
Bob Heile, ZigBee Alliance

32. May 2010
Wireless Networks
Bob Heile, ZigBee Alliance

33. Network and Electronic Assistance
May 2010
Network and Electronic Assistance
VeriLAN Help desk
Near registration desk
During regular IEEE 802 registration hours
7:30AM until 5:00PM Monday - Thursday
If you are having any problems with the network, please visit the help desk to get them resolved.
Bob Heile, ZigBee Alliance

34. May 2010
IP and Virus Protect!
Enable DHCP and Do NOT configure your wireless card with a static IP address!
Do NOT enter the wireless network without having the most current
Virus Protection installed,
Firewall installed
Microsoft security updates
and turned on!
Bob Heile, ZigBee Alliance

35. Remember the ground rules:
May 2010
Remember the ground rules:
Respect … give it, get it
NO product pitches
NO corporate pitches
NO prices
NO restrictive notices – presentations must be openly available
Silence your cell phone ringers
Bob Heile, ZigBee Alliance

36. Enjoy the IEEE 802 Wireless Interim Session in Beijing
May 2010
Enjoy the IEEE 802 Wireless Interim Session in Beijing
Bob Heile, ZigBee Alliance