New 參與國際標準組織指引 · 2015. 6. 4. · industry, and research institutes in Taiwan Assist Taiwan’s prospective SDO in participating in international standards organizations

1 Copyright 2014 ITRI 工業技術研究院�

參與國際標準組織指引

謝慶堂工研院資通所

2014/06/06


  重要國際標準組織簡介 •  ITU •  3GPP •  IEEE 802

  國際標準參與 •  參與目的 •  參與策略與方法 •  參與的效益

  標準會議的執行 •  會議文件的收集 •  會議的執行 •  會後的聯繫

  標準參與準則與資訊 •  查詢和索取國際標準相關資訊方式 •  如何承辦國際標準會議 •  標準制定程序 •  標準組織高層職務的遴選

內容


ITU Overview� §  ITU is a member of the United Nations Development Group

•  ITU-R : Manage radio-frequency spectrum and satellite orbit resources •  ITU-T : Standardization •  ITU-D : Help spread equitable, sustainable and affordable access to ICT •  ITU Telecom : Organizes events such as ITU Telecom World

§  ITU-R (ITU Radiocommunication sector) •  SG1 : Spectrum management •  SG3 : Radiowave propagation •  SG4 : Satellite services •  SG5 : Terrestrial services

F WP 5A : Land mobile service above 30MHz (excluding IMT), amateur F WP 5B : Maritime mobile service F WP 5C : Fixed wireless, HF and other systems below 30MHz F WP 5D : IMT Systems

•  SG6 : Broadcasting services •  SG7 : Science services •  JTG 4-5-6-7 : WRC-15 Agenda items 1.1 and 1.2


ITU-R and External Organizations Developing internet

protocol specs

ITU-R/T Developing Mobile application specs

Regional Organizational Partners

Partners of ITU-R

Referring to specs

Cross reference of specs

Requirements

Japan EU Korea China North America

MRP

Developing Recommendations

 ITU-R

"   2020 and beyond requirements :

"   IMT benefits to society� "   Market trends and user

demand "   Special needs of users in

developing countries� "   Technology trends � "   Service and application

trends � "   Spectrum implications.�


WP5D Missions  Provide visions and architecture of IMT

Systems  Resolve issues on technical, operational,

and spectrum issues for IMT systems  Provide operational recommendations for

IMT systems  Develop visions and application services

for future IMT systems  Works with other working groups to

resolve issues related to IMT systems


What is a Transposing Organization

q  IMT-2000 : includes several technology options include those submitted by IEEE 802 and 3GPP

q  IMT-Advanced : includes WirelessMAN Advanced technology option submitted by IEEE 802 and LTE-Advanced submitted by 3GPP

q  GCS (Global Core Specification) Proponent：one of the RIT/SRIT Proponents for the relevant technology

q  A Transposing Organization (TO) must have been authorized by the relevant GCS Proponent to produce transposed standards for a particular technology, and must have the relevant legal usage rights.


Effect of being a Transposing Organization   Conduct business with ITU-R

through the liaison by providing comments, recommendations, policy statements, etc.

  Expand Taiwan’s influence by synergizing with academia, industry, and research institutes in Taiwan

 Assist Taiwan’s prospective SDO in participating in international standards organizations

  Facilitate collaboration with other SDOs or international companies

Liaison Statement from ITU-R


Project Co-ordination Group

Technical Specification Groups

Support Functions

3GPP PARTNERS

Organizational Partners

Market Representation Partners

Organizational Partners’ Standardization Process Organizational Partners’ deliverables

Technical Specifications

INDIVIDUAL MEMBERS

Technical Contributions

Regulators/ Governments

Mandates ITU

International Recommendations

IMT Technology Contributions via existing processes

3GPP (3rd Generation Partnership Project)


3GPP Contributions to ITU-R


Transposing 3GPP Specifications


3GPP Membership

 Organizational Partners

 Market Representation Partners


3GPP Organization


3GPP 標準制定流程

Call for Contributions Discussed Accepted ?

(Vote) Comments ?

Call for Replies to Comments

Harmonized

Posted Contributions

Baseline (Draft)

Final Spec. yes

no

yes

no

Patent Essential IPR

• 依序報告 • 主席裁決


3GPP LTE/LTE-A Release 12

n  3GPP於2012年6月召開RAN Workshop，討論Rel-12的技術需求。 n  Rel-12 Stage 1 2013年3月完成，並開始Stage 2/3工作項目的制定。 n  Rel-12 Stage 2 2013年12月完成。 n  Rel-12 Stage 3 規劃將於2014年6月完成，並於三個月後凍結ASN.1格式。

LTE-‐Advanced Rel-‐12

2011 2012 2013 2014 2015

#53 #54 #57 #58#55 #56 #61#59 #65 #66#63 #64 #67 #68

Stage 1

ASN.1 freezing

#62#60

RAN Workshop on Rel-‐12 and onwards

Stage 2

Stage 3

R12 時程


802.1 Higher Layer LAN protocol

資料來源:IEEE

Standards Activities Board

IEEE Standards Association

802.11 Wireless

WLAN

802.15 Wireless Personal

Area Networks

802.16 Broadband

Wireless Broadband Access

Sponsor Sponsor

Sponsor LAN/MAN Standard Committee

(LMSC, IEEE 802)

802.18 Radio

Regulatory TAG

802.24 Smart Grid TAG

802.19 Co-existence

TAG

802.3 CSMA/CD Ethernet

1-100Mbps

802.21 Mobile IP

802.22 Cognitive Radio

IEEE 802 Standards Organization


  重要國際標準組織簡介 •  ITU •  3GPP •  IEEE 802




內容


參與國際標準組織的目的 q 掌握標準規格以縮短產品時程

Ø 蒐集技術、產業、標準、與規範等資訊

q 提高產業能量與競爭力 Ø 將研發成果納入標準成為重要智財、增加權利金談判籌碼

q 累積人脈 Ø 建立與國際組織、公司、及個人關係

q 服務貢獻 Ø 技術提案、協調整合

q 提高地位 Ø 展現實力、提高能見度

q 影響決策 Ø 標準的制定、組織的策略


參與國際標準制定的策略

• 成立我國標準發展組織(Standards Developing Organization, SDO)

• 整合我國參與國際標準會議的資源與力量 • 技術研發和標準參與的分工與配合 • 指派具國際標準會議才能的專職人員參加標準會議 • 擴大產業參與國際標準制定


醞釀期(先期基礎研究)

需求發展

標準制定

產品開發

IOT 產業應用

先期技術研發

4G LTE-A

已被佔領

已被佔領

LTE: 無SEP機會: 可發展實作型IP

LTE-A: 外圍 SEP 仍有發展空間

B4G: 有機會發展核心 SEP

5G: 發展核心 SEP 空間最大，但風險亦

高

提案策略新思維 4G à B4G à 5G 發展標準關鍵專利(SEP) 的機會

5G B4G 3.9G LTE

前期計畫目前執行畫


參與國際標準組織的方法 q 參加標準組織會議與活動

Ø 提出技術貢獻、志願擔任協調整合工作

q 舉辦標準組織會議 Ø 展現台灣能力與實力

q 協助國際組織推廣技術與應用 Ø 於全球各地介紹台灣經驗與產業 Ø 舉辦國際商展與研討會

q 爭取進入國際組織決策核心 Ø 提高地位與影響力


參與國際標準制定的效益

•  掌握技術與產品發展趨勢 Ø 藉由會議期間資訊的收集，掌握技術發展趨，勢縮短商品化時程

•  加速掌握關鍵智財權 Ø 公開有效率地揭露會議最新技術發展方向與準則，並有系統地培育標準組織參與及制定人才，方能加速掌握關鍵智財權，把所發展的技術推入國際標準，提高國內產業權利金談判的籌碼

•  提升國際競爭力 Ø 藉由充分合作，加強資通訊國際標準制定之貢獻度，以提升工研院於標準組織參與的影響力與效率，進而提升國際知名度與國際競爭力

•  與國際大廠形成策略聯盟 Ø 透過標準制定加速人才與技術交流，擴大與國際大廠策略聯盟，將技術與市場進一步向上推升


標準參與人才培育


標準制定與技術商品化


提升國際標準戰鬥力的方法 •  應建立國際標準專業分工的認知/心態 (Mindset)

-  前線有勇猛果敢、能征善戰的精銳部隊專職參與標準 -  後方有實力雄厚、堅強研發團隊貢獻高品質技術產出 -  前線與後方緊密合作，相輔相成雙贏共榮

•  積極培養獨當一面/全方位的權威領導人才 (Master) -  領導國際標準的跨國企業都有能縱橫在各標準組織之「將才」 (Qualcomm,

Samsung, Huawei..) -  能精確掌握最新技術發展方向與準則，有效協調團隊工作，領導制定相關標準，對於標準組織有顯著的貢獻

-  能發揮合縱連橫功效，擴大與國際大廠策略聯盟，提升國際知名度與影響力

•  整合標準參與計畫，發揮槓桿成效 (Management) -  宜整合所有標準參與的資源，在一個計畫之下有效的管理，提升有限資源使用效益


標準參與工作

25

•  標準相關之技術研發 – 負責撰寫國際標準會議技術貢獻 – 參與技術貢獻議題討論 – 協助技術貢獻提案分析評估 – 依實際需求參與國際標準組織會議

•  標準組織之活動參與 – 說明及辯護標準貢獻提案 – 與其他公司協商技術貢獻之調和 – 參與標準技術議題討論，收集標準組織會議討論內容並適時發表意見

– 內部公開分享未來標準會議技術貢獻提案趨勢、會議最新技術、產品發展方向與產業重要訊息

– 協調內部技術貢獻提案作業評估流程，有效地加速各個工作小組的發展進程與目標


標準參與的主要角色與任務(1/4)  標準領導（Standard Leader）

l 公司門面 l 會場總指揮 l 內部研發領袖

 會議代表（Delegate） l 技術的答辯者與協商者 l 未知資訊的獲取者

 資料整理員（Secretary） l 會場紀錄、資訊擷取

 研究人員（Researcher） l 技術開發、資料提供

標準領導

會議代表研究人員資料整理員


標準參與的主要角色與任務(2/4)  標準領導（Standard Leader）

l 公司門面 F 公司對外形象 F 協助建立跟其他公司的人脈關係並醞釀跨公司之間議題合作 F 能站在會場第一線跟其他公司抗衡

l 會場總指揮 F 主導公司對外的態度與策略 F 瞭解標準組的架構並可策動標準攻防戰

l 內部研發領袖 F 瞭解該標準對於市場的影響與營運商的需求 F 協調組織內資源按照需求研究並生產專利 F 瞭解產品特性知道該投資專利在哪個技術避免投資浪費


標準參與的主要角色與任務(3/4)  會議代表（Delegate）

l 技術的答辯者與協商者 F 具備好的標準參與信賴感 F 知道該怎麼表達去取得認同 F 有良好的國際關係能跟其他公司共同協商

l 未知資訊的獲取者 F 能帶回重要資訊，沒寫在會議紀錄的資訊與其他公司的發展

 資料整理員（Secretary） l 會場紀錄、資訊擷取

F 補強會議代表所未帶回的資訊 F 協助與後勤部隊進行聯繫


標準參與的主要角色與任務(4/4)  研究人員（Researcher）

l 技術開發 F 根據現場的資訊在兩個禮拜找到答案 F 根據該答案作專利申請

l 資料提供 F 撰寫Contribution給現場參與人員帶去會場報告 F 跟國際上其他公司進行會前會議去整合意見


標準會議期間運作

標準領導進行跨公司協商

標準領導策動標準攻擊

會議代表提出問題

資料整理員觀察現場

會議代表相互角力

標準領導資料整理員

會議代表


公司內部的運作

會議代表進行跨公司會前討論

標準領導策動研發攻略

資料整理員攜回相關資訊

標準領導

研究人員

資料整理員會議代表

研究人員提供解答、數據以及貢獻


內容   重要國際標準組織簡介

•  ITU •  3GPP •  IEEE 802





q Operation of the Working Group l  “The operation of the Working Group has to be balanced between

democratic procedures that reflect the desires of the Working Group members and the Working Group Chair’s responsibility to produce a standard, recommended practice, or guideline, in a reasonable amount of time.”---5.1.4 Operation of the Working Group of IEEE 802 Policies and Procedures

l  Robert’s Rules of Order shall be used in combination with these operating rules to achieve this balance.

q Chair of the Working Group l  “The Chair of the Working Group decides procedural issues. The Working

Group members and the Chair decide technical issues by vote. The Working Group Chair decides what is procedural and what is technical.”---5.1.4.1 Chair’s Function of IEEE 802 Policies and Procedures

l  The Working Group Chair has the authority to determine if the Working Group is dominated by an organization, and, if so, treat that organization’s votes as one (with the approval of the Executive Committee).

IEEE 802 Working Group Meeting


The IEEE-SA strongly recommends that at each WG meeting the chair or a designee: l  Show slides #1 through #4 of this presentation l  Advise the WG attendees that:

F  The IEEE’s patent policy is described in Clause 6 of the IEEE-SA Standards Board Bylaws; F  Early identification of patent claims which may be essential for the use of standards under development

is strongly encouraged; F  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.

l  Instruct the WG Secretary to record in the minutes of the relevant WG meeting: F  That the foregoing information was provided and that slides 1 through 4 (and this slide 0, if applicable)

were shown; F  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

F  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.

l  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.

l  It is recommended that the WG chair review the guidance in IEEE-SA Standards Board Operations Manual 6.3.5 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.

Instructions for the WG Chair


All participants in this meeting have certain obligations under the IEEE-SA Patent Policy. l  Participants [Note: Quoted text excerpted from IEEE-SA Standards Board Bylaws subclause

6.2]: F “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

F “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)

l  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

l  Early identification of holders of potential Essential Patent Claims is strongly encouraged l  No duty to perform a patent search

Participants, Patents, and Duty to Inform


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 http://standards.ieee.org/develop/policies/bylaws/sect6-7.html#6 IEEE-SA Standards Board Operations Manual http://standards.ieee.org/develop/policies/opman/sect6.html#6.3 Material about the patent policy is available at http://standards.ieee.org/about/sasb/patcom/materials.html

Patent Related Links

If you have questions, contact the IEEE-SA Standards Board Patent Committee Administrator at [email protected] or visit http://standards.ieee.org/about/sasb/patcom/index.html

This slide set is available at https://development.standards.ieee.org/myproject/Public/mytools/

mob/slideset.ppt


 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: l  Either speak up now or l  Provide the chair of this group with the identity of the holder(s) of

any and all such claims as soon as possible or l  Cause an LOA to be submitted

Call for Potentially Essential Patents


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 5.3.10 and “Promoting Competition and Innovation: What You

Need to Know about the IEEE Standards Association's Antitrust and Competition Policy” for more details.


q Call to order –  The meeting will come to

order

q Quorum –  number specified in bylaws

q Minutes –  records from last meeting

q Officers’ reports –  Chair, Vice Chair, Secretary,

etc.

q Committee reports –  standing followed by special

committees

Typical Meeting Agenda q Special orders

–  previously designated for this meeting

q Unfinished business –  left over from previous

meeting q New business

–  introduction of new topics q Announcements

–  other subjects and events q Adjournment

–  by a vote or by consent


q Parliamentary Procedure l Originated in the early English Parliaments l Arrived in US with the first settlers l Became uniform in 1876 by General Henry M.

Robert q Robert’s Rules of Order Revised by Henri Robert

in 1915, 4th Ed., Public Domain q The most current edition of the work of Henry M.

Robert is Robert's Rules of Order Newly Revised (10th Edition) © 2000, abbreviated RONR

Robert’s Rules of Order


q  A motion is a proposal that the assembly “Take a Stand” or “Take an Action” on some issue.

q  Type of Motions –  Main Motions –  Subsidiary motions –  Privileged motions –  Incidental motions

q  Members can –  present motions –  second motions –  debate motions –  vote on motions

How to Get Your Say Make a motion

q  Rules of a Motion –  Of what motions it takes

precedence –  To what motions it yields –  Whether it is debatable –  Whether it can be amended –  Whether it can have

subsidiary motion applied to it.

–  The vote required for its adoption, when it is not a majority.


q A Main motion is one that is made to bring before the assembly any particular subject.

q No main motion can be made when another motion is pending.

q A main motion yields to subsidiary, privileged and incidental motions.

Main Motion


q A Subsidiary motion is one that may be applied to a main motion, and to certain other motions, for the purpose of modifying them, delaying action upon them or otherwise disposing of them

q They are voted before the main motion. q Amendments must be related to the subject as

presented in the main motion.

Subsidiary Motion


q Privileged motions are such that, while having no relation to the pending question, are of such urgency or importance as to require them to take precedence of all other motions.

q They concern special or important matters not related to pending business.

q Examples: motion to call for orders of the day, motion to adjourn, motion to take a recess, motion to complain about heat or noise, motion to request information, etc.

Privileged Motions


q An Incidental motion is one that arises out of another question which is pending or has just been pending, and must be decided before the pending question, or before other business is taken up.

q Incidental motions have no fixed rank but take precedence of the questions out of which they arise, whether those questions are main or subsidiary or privileged.

q Examples: motion to suspend rules, motion to protest breach of rules of conduct, motion to object to the consideration of a question, calling for a division, etc.

Incidental Motions


q By general consent l  “If there is no objection …” A member may say “I object.”

q By voice l  “Those in favor please say ‘aye’; those opposed please say ‘no.’”

q By show of hands l Doesn’t require a count. A member may move for an exact count

by saying “I call for a division.”

q By roll call (yeas and nays) l Each member answers “aye” or “no” or “present” as he is called.

q By ballot

Voting on a Motion


內容   重要國際標準組織簡介

•  ITU •  3GPP •  IEEE 802





標準組織與會議資訊收集

 國際標準組織資訊 •  ITU (http://www.itu.int/en/Pages/default.aspx) ，會議文件需有帳號 •  3GPP (http://www.3gpp.org) ，所有文件公開，按工作組及會議別整理 •  IEEE 802 (http://www.ieee802.org)，會議文件需有帳號 •  IETF (http://www.ietf.org)，文件公開，不需帳號

  相關技術發展資訊 • 上網查詢 • 市場顧問公司網頁

-  Maravedis -  Senza Fili Consulting -  Informa Telecoms and Media


標準參與作業準則

• 如何承辦國際標準會議 • 提出制訂國際標準新項目 • 如何對國際標準草案提出意見 • 何申請參加工作組 • 如何申請參加技術工作會議 • 如何申請擔任技術委員會或分委員會秘書處工作 • 擔任(次級)技術委員會主席的條件 • 爭取擔任工作組召集人方式 • 參與和競選高層領導職務方式 • 申請承辦各層技術工作會議方式


Host Checklist for IEEE-P802 Plenary Session Proposals

1.  Individual Host Representative (normally a Group Member)

2.  Corporate and/or Organization Host or Hosts 3.  Additional Host or Venue Contacts (if any) 4.  Proposed Venue City and Country 5.  Proposed Meeting Site(s) [meeting space locations] 6.  Proposed Hotel(s) [sleeping room locations] 7.  Proposed Plenary Dates 8.  Does Host agree to sign contracts and absorb any financial

losses? 9.  Does Host agree to donate any financial surpluses to IEEE-

P802? 10. Proposed On-Site Registration Fee [in $US and local

currency] 11.  Proposed Pre-Registration Fee [in $US and local currency] 12. Hotel & Venue status (reserved? contract offered? 1st

option?) 13. Peak Number of sleeping rooms offered in block(s) 14. Sleeping Room Block cutoff date [rooms released for

resale] 15. Group Sleeping Room Rates [guaranteed or not-to-exceed] 16. Will the Host provide an onsite registration desk? 17. Will the Host/Hotel accept registration fees and provide

receipts? 18. Will the Host maintain a list of all paid onsite registrants? 19. Will the AM & PM coffee/tea/snack breaks be included in

fee? 20. Will the morning continental breakfast be included in fee? 21. Will the midday lunches be included in the registration fee? 22. Will the Host sponsor (pay for) a Social Event for

attendees? 23. Will the Host sponsor (pay for) any other functions or

features? 24. Will classroom/BR-style meeting rooms be specified for all? 25. Will Host provide floor plans & capacities of all meeting

rooms? 26. What meeting rooms are currently being held for use by

Group? 27. Will all meeting rooms be available both day and night? 28. Will Internet connectivity be provided to all meeting

rooms? 29. Will power outlets (1/seat) be provided in all meeting

rooms? 30. Will a local server be provided or available if needed? 31. Will the Host or Hotel provide network technical support? 32. Any special features: describe in separate contributed

document


TASK GROUP STUDY GROUP AD_HOC GROUP

IEEE 802 Sponsor Ballot Group

WORKING GROUP Idea for standard or improved standard

Passage Requires 75% or greater approval

RevCom NesCom

PAR

Sponsor Executive Committee

Standards Association Standards Board

PAR

PAR

DRAFT

DRAFT

DRAFT

DRAFT

STANDARD

Procedural

Technical

Procedural

Technical

PAR – Project Authorization Request (Includes 5 Criteria)

Source: IEEE

WG Letter (Recirculation) Ballot

Sponsor Ballot (Recirculation)

IEEE 802: Standardization Process


3GPP Work Item Management

• 3GPP Project Plan • 3GPP Releases • Study Items and Work Items • 3GPP project management is based upon a concept of


如何成為國際組織會員

• ITU – A United Nation organization • Member States •  Sector members (non-voting)

• 3GPP • Organizational partners • Market representation partners • Observers •  Individual members (one per company)

• IEEE 802 •  Individual members (join the organization as individuals) • Attend the meetings regularly to retain membership


標準組織高層領導職務

• ITU – A United Nation organization • SG chairs • Working party chairs

• 3GPP • Project Coordination Group • TSG • Working group chair

• IEEE 802 • Working Group Chairs • Need company sponsorship to run for WG chair


Thank you for your attention

Documents

New 參與國際標準組織指引 · 2015. 6. 4. · industry, and research institutes in Taiwan Assist Taiwan’s prospective SDO in participating in international standards organizations