SIST ES 202 746 V1.1.1:2010

Final draft ETSI ES 202 746 V1.1.1 (2009-12)
ETSI Standard


Human Factors (HF);
Personalization and User Profile Management;
User Profile Preferences and Information

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2 Final draft ETSI ES 202 746 V1.1.1 (2009-12)



Reference
DES/HF-00093
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° 348 623 562 00017 - NAF 742 C
Association à but non lucratif enregistrée à la
Sous-Préfecture 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. In any case of existing or
perceived difference in contents between such versions, the reference version is the Portable Document Format (PDF).
In case of dispute, the reference shall be the printing on ETSI printers of the PDF version kept on a specific network drive
within ETSI Secretariat.
Users of the present document should be aware that the document may be subject to revision or change of status.
Information on the current status of this and other ETSI documents is available at
http://portal.etsi.org/tb/status/status.asp
If you find errors in the present document, please send your comment 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 Institute 2009.
All rights reserved.

TM TM TM TM
DECT , PLUGTESTS , UMTS , TIPHON , the TIPHON logo and the ETSI logo are Trade Marks of ETSI registered
for the benefit of its Members.
TM
3GPP is a Trade Mark of ETSI registered for the benefit of its Members and of the 3GPP Organizational Partners.
LTE™ is a Trade Mark of ETSI currently being registered
for the benefit of its Members and of the 3GPP Organizational Partners.
GSM® and the GSM logo are Trade Marks registered and owned by the GSM Association.
ETSI

---------------------- Page: 2 ----------------------
3 Final draft ETSI ES 202 746 V1.1.1 (2009-12)
Contents
Intellectual Property Rights . 5
Foreword . 5
Introduction . 5
1 Scope . 7
2 References . 7
2.1 Normative references . 7
2.2 Informative references . 9
3 Definitions and abbreviations . 9
3.1 Definitions . 9
3.2 Abbreviations . 10
4 Overview of personalization and profile management . 10
4.1 Organization of the profile content . 10
4.2 Semantic interoperability . 11
4.3 Profiles and user views . 11
4.3.1 Situations, context and the scope object . 11
4.3.2 Avoiding conflicts by using templates . 12
4.4 Profile extensions . 12
4.4.1 Additional standardized information and preferences . 12
4.4.2 Proprietary profile extensions . 12
5 Profile manage ment . 13
5.1 Introduction . 13
5.2 Model . 13
5.3 User-Profile object definitions and preferences . 15
5.4 Rule . 22
5.4.1 Introduction rule grammar . 22
5.4.2 Conditions and actions . 23
5.4.3 Flow of control statements . 23
5.4.4 Statement delimiters . 24
5.4.5 Addressing attributes and methods . 24
5.5 Context . 25
6 Human centered information and preferences . 25
6.1 Personal information . 25
6.2 Connectivity preferences . 28
6.3 Interaction and user interfaces . 29
6.3.1 General interaction preferences . 29
6.3.2 Interaction modality . 29
6.3.3 Multicultural aspects . 30
6.3.4 Visual preferences. 32
6.3.5 Audio preferences . 33
6.3.6 Tactile/haptic and device related preferences . 35
6.3.7 Date and time preferences . 39
6.3.8 Notifications and alerts . 40
7 Service category related information and preferences . 44
7.1 Mapping to and using service supplied features . 44
7.2 Communication handling . 44
7.2.1 User configurable communications service features . 44
7.2.2 Communications-Service class . 45
7.2.3 Communication-Device class . 47
7.2.4 Communication specific profile data items . 47
7.2.5 Modelling conditional behaviour with Scope objects . 49
7.2.6 Examples of using Scope objects to enable the control of communications service features . 49
ETSI

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4 Final draft ETSI ES 202 746 V1.1.1 (2009-12)
7.3 Consume content . 51
7.3.1 Filtering content . 51
7.3.2 Internet related preferences . 51
7.4 Way-Finding and navigation preferences . 53
Annex A (informative): Profile content specification . 54
A.1 Structure of profile items . 54
A.2 Description . 54
A.3 UID . 54
A.4 Reference to standards. 54
A.5 Instances . 54
A.6 Type . 55
A.7 Value range . 55
A.8 Default value . 55
A.9 Technical specification . 55
Annex B (informative): Preferences related to disabilities . 56
B.1 People with visual impairments and blind people . 56
B.2 People with reduced movement capability, reduced muscular strength, tremor . 57
B.3 People who are hard of hearing . 57
B.4 People with cognitive impairments and learning difficulties . 57
History . 58

ETSI

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5 Final draft ETSI ES 202 746 V1.1.1 (2009-12)
Intellectual 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 Rights (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 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 Standard (ES) has been produced by ETSI Technical Committee Human Factors (HF), and is now submitted
for the ETSI standards Membership Approval Procedure.
Introduction
The present document specifies information and preferences, which are choices made by the user, that will result in
driving the behaviour of the system, and builds on the user profile concept described in EG 202 325 [i.1]. The concept
of a user profile usually refers to a set of preferences, information and rules that are used by a device or service to
deliver a customized version of capabilities to the user. In practice, most devices and services contain profiles specific
to that product and unrelated to any other. This requires that, on change of service or device, the user has to re-educate
themselves in how to personalize their services or devices and re-enter their information and preferences. This will
result in variable success rate and user satisfaction.
There will be a number of user characteristics and preferences that will apply independently of any particular product
(e.g. a user's preferred language or their need for enlarged text). A key objective is 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 may have different needs for how they would like
their ICT resources arranged. At present, an increasing number of products provide the user with ways of tailoring their
preferences to these different situations. Users should be able to specify their context dependent needs in ways that
require the minimum need to understand the individual products. In addition, personalization and user profile
management holds the promise of improving the uptake of new technologies and allowing greater access to their
benefits.
Any information/preference can be used as needed by the service/device, regardless of in which clause it appears.
Further details on the organization of the information in the tables specifying the information and preferences in the
tables are given in informative annex A.
The Design for All approach has been adopted in the present document. It means that accessibility is considered as
something that can benefit people whether or not they have disabilities. Annex B provides a selection of preferences,
referring to the various clauses which can be useful for people with disabilities.
ETSI

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6 Final draft ETSI ES 202 746 V1.1.1 (2009-12)
The URI root is upm-ns, identified by xmlns:upm-ns=http://www.etsi.org/upm.
Additional namespaces are:
• xmlns:profile-management-ns=http://www.etsi.org/upm/profile-management;
• xmlns:personal-information-ns=http://www.etsi.org/upm/personal-information;
• xmlns:connectivity-preferences-ns=http://www.etsi.org/upm/connectivity-preferences;
• xmlns:interaction- preferences-ns=http://www.etsi.org/upm/interaction- preferences;
• xmlns:notifications-ns=http://www.etsi.org/upm/interaction-preferences/notifications;
• xmlns:communication-handling-ns=http://www.etsi.org/upm/communication-handling;
• xmlns:consume-content-ns=http://www.etsi.org/upm/consume-content;
• xmlns:way-finding-ns=http://www.etsi.org/upm/way-finding.
ETSI

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7 Final draft ETSI ES 202 746 V1.1.1 (2009-12)
1 Scope
The present document specifies a set of user profile preference and information settings for deployment in ICT services
and devices for use by ICT users and suppliers.
The present document specifies:
• objects including settings, values and operations;
• a rule definition language for defining functionality such as automatic modification of profiles.
Profile solutions within the scope of the present document are:
• those provided for the primary benefit of the end-user;
• those which the end-user has rights to manage the profile contents;
• those where the end-user has the right to have a dialogue with the information owning stakeholder.
Intended readers of the present document are user profile providers, operators, service developers, service providers,
device manufacturers, standards developers.
2 References
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.
• Non-specific reference may be made only to a complete document or a part thereof and only in the following
cases:
- if it is accepted that it will be possible to use all future changes of the referenced document for the
purposes of the referring document;
- for informative references.
Referenced documents which are not found to be publicly available in the expected location might be found at
http://docbox.etsi.org/Reference.
NOTE: While any hyperlinks included in this clause were valid at the time of publication ETSI cannot guarantee
their long term validity.
2.1 Normative references
The following referenced documents are indispensable for the application of the present document. For dated
references, only the edition cited applies. For non-specific references, the latest edition of the referenced document
(including any amendments) applies.
[1] ETSI TS 102 747: "Human Factors (HF); Personalization and User Profile Management;
Architectural Framework".
[2] ETSI TS 102 334-3: "Network Address Book on fixed network; Part 3: vCard 2.1 profile for
contact exchange by SMS/EMS for fixed network".
ETSI

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8 Final draft ETSI ES 202 746 V1.1.1 (2009-12)
[3] Cascading Style Sheets Level 2 Revision 1 (CSS 2.1) Specification.
NOTE: See http://www.w3.org/TR/CSS2/.
[4] XML Schema Part 2: Datatypes Second Edition (October 2004).
NOTE: See http://www.w3.org/TR/xmlschema-2/.
[5] PICSRules 1.1 - W3C Recommendation.
NOTE: See: http://www.w3.org/TR/REC-PICSRules.
[6] ISO 639-3: "Codes for the representation of names of languages - Part 3: Alpha-3 code for
comprehensive coverage of languages.
[7] ISO 8601: "Data elements and interchange formats - Information interchange - Representation of
dates and times".
[8] ISO 4217 (2008): "Codes for the representation of currencies and funds".
[9] ISO/IEC 24751-2 (2008): "Information technology - Individualized adaptability and accessibility
in e-learning, education and training - Part 2: "Access for all" personal needs and preferences for
digital delivery".
[10] IANA - MIME Media Types.
NOTE: See: http://www.iana.org/assignments/media-types.
[11] IETF RFC 4482 (2006): "CIPID Contact Information for the Presence Information Data Format".
NOTE: See: http://www.ietf.org/rfc/rfc4482.txt.
[12] IETF RFC 4589 (2006): "Location Types Registry".
NOTE: See: http://tools.ietf.org/html/rfc4589#page-3.
[13] IETF RFC 4119 (2005): "A Presence-based GEOPRIV Location Object Format".
NOTE: See: http://www.ietf.org/rfc/rfc4119.txt.
[14] IETF RFC 5545: "Internet Calendaring and Scheduling Core Object Specification (iCalendar)".
NOTE: See: http://tools.ietf.org/html/rfc5545.
[15] IETF RFC 3863: "Presence Information Data Format (PIDF)".
NOTE: See: http://www.apps.ietf.org/rfc/rfc3863.html.
[16] IPTC Subject Reference System Guidelines (2003).
NOTE: See: http://www.iptc.org/std/NewsCodes/0.0/documentation/SRS-doc-Guidelines_3.pdf.
[17] Doc 9674 - AN/946 - World Geodetic System - 1984 (WGS-84) implementation manual.
NOTE: See: http://www.dqts.net/files/wgsman24.pdf.
[18] vCard: The Electronic Business Card, Version 2.1.
NOTE: See: http://www.imc.org/pdi/vcard-21.txt.
[19] RFC 4480: "RPID: Rich Presence Extensions to the Presence Information Data Format (PIDF)".
ETSI

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9 Final draft ETSI ES 202 746 V1.1.1 (2009-12)
2.2 Informative references
The following referenced documents are not essential to the use of the present document but they assist the user with
regard to a particular subject area. For non-specific references, the latest version of the referenced document (including
any amendments) applies.
[i.1] ETSI EG 202 325: "Human Factors (HF); User Profile Management".
[i.2] ETSI EG 202 116: "Human Factors (HF); Guidelines for ICT products and services; "Design
for All".
[i.3] ETSI EG 284 004: "Telecommunications and Internet converged Services and Protocols for
Advanced Networking (TISPAN); Incorporating Universal Communications Identifier (UCI)
support into the specification of Next Generation Networks (NGN)".
3 Definitions and abbreviations
3.1 Definitions
For the purposes of the present document, the following terms and definitions apply:
accessibility: ensuring that all sectors of the community have equal access to communications and online information
active profile, active user profile: set of all active profile components related to a user
address book: entity that contains a number of records describing contacts of the user
administrator: person who defines profiles with settings and rules
NOTE: also known as profile administrator.
context: any information that can be used to characterize the state of entities that are considered relevant to the
interaction between a user and an application, network function, service or device
creation template: template where modifications made to the template will not affect any information, preferences and
rules in profiles that were previously created from that template
design for all: design of products to be usable by all people, to the greatest extent possible, without the need for
specialized adaptation
live template: template where modifications made to the template will affect all information, preferences and rules in
profiles that were previously created from that template
normal profile: user view of information, preferences and rules that are always active in the profile when no specific
situation is applicable
object: profile data with attributes, values and operations that the user can refer to when defining their profile
profile: total set of user related information, preferences, rules and settings which affects the way in which a user
experiences terminals, devices and services
NOTE: The use of the word profile in the present document implies user profile unless otherwise stated.
profile data: set of user related information, preferences and rules which can be stored in a profile
profile tool: tool that enables a user to view and modify information in profiles
profile provider: entity (e.g. company such as a service provider, organisation such as a special interest or affinity
organization) that provide profiles and associated services
rule: statement that can be interpreted by the UPM system to produce or limit an action
situation: state that the user has identified as being of significance
ETSI

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10 Final draft ETSI ES 202 746 V1.1.1 (2009-12)
situation profile: user view of user related information, preferences and rules which affects the way in which a user
experiences devices and services in a specific situation
template: set of rules and settings provided by an entity as a starting point for users for the creation of their profiles
usability: extent to which a product can be used by specific users to achieve specific goals with effectiveness,
efficiency and satisfaction in a specified context of use
user: person using ICT services
user profile: See "profile".
3.2 Abbreviations
For the purposes of the present document, the following abbreviations apply:
ACR Anonymous Communication Rejection
CNAP Calling Name Presentation
CNAR Calling Name Restriction
COLR COnnected Line identification Restriction
CSS Cascading Style Sheets
GPS Global Positioning System
ICT Information and Communications Technologies
IMS IP Multimedia Subsystem
IP Internet Protocol
ISDN Integrated Services Digital Network
OIR Originating Identification Restriction
PSTN Public Switched Telephone Network
SMS Short Message Service
TIR Terminating Identification Restriction
UCI Universal Communications Identifier
UID Unique ID
UPM User Profile Management
URI Uniform Resource Identifier
URL Uniform Resource Locator
XML Extensible Markup Language
4 Overview of personalization and profile management
4.1 Organization of the profile content
In general, a profile contains:
• Information: data about or related to the user (e.g. name, address).
• Preferences: choices made by the user about a given parameter that will define or modify the system
behaviour. More complex preferences can be expressed in the form of rules (see below).
NOTE: When something is considered essential to the user, it would be more appropriate if a preference is
instead called a "need" (e.g. a blind user sets the modality to "sound"). However, for simplification, in the
present document the word "preference" is used.
• Rules: statements that can be automatically interpreted in order to define or modify the system behaviour.
More specifically, the profile is organized into several blocks. The major organisational units of the profile are:
• Personal information: data about or related to the user (e.g. name, address, location).
ETSI

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11 Final draft ETSI ES 202 746 V1.1.1 (2009-12)
• Human centred preferences: These are the overall preferences that might apply across the user's usage of a
wide variety of different devices and services.

As these preferences are not mapped precisely to specific features of services and devices, they may be
presented in ways that must be interpreted before they can be used as the definition for a precise setting for a
service or device feature.
• Service/device category related information and preferences: The information and preferences in this clause
are related to service categories (e.g. Communications services), further sub-categories of the service category
(e.g. Realtime communication), and specific services/devices.
Information and preferences need to be associated with a scope, which includes:
• (groups of) services;
• (groups of) devices;
• (groups of) people (e.g. entries in an address book).
A scope may be very narrow (e.g. one specific service) or very broad (e.g. preferred language for all my services).
The values of the profile information and preferences in the profile will be either:
• directly set by the user;
• read from other profile information (e.g. from devices or services);
• set as the result of a rule that is contained in the user's profile.
4.2 Semantic interoperability
User descriptions of information and preferences can differ significantly between different services and devices and
even between different contexts of use within the same service/device. However, the formal object descriptions will
need to conform to standardized naming conventions, to enable profiles to be migrated between UPM systems.
If data in profile components relating to a device or service have been specified by the user, then related profile fields
for other devices or services can be directly populated by the same standardized data or data translated to produce the
same effects. Whereas it is e
...

SLOVENSKI STANDARD
SIST ES 202 746 V1.1.1:2010
01-april-2010
ýORYHãNLGHMDYQLNL+)3RRVHEOMHQMHLQXSUDYOMDQMHXSRUDEQLãNHJDSURILOD
3UHGQRVWLXSRUDEQLãNHJDSURILODLQLQIRUPDFLMH
Human Factors (HF) - Personalization and User Profile Management - User Profile
Preferences and Information
Ta slovenski standard je istoveten z: ES 202 746 Version 1.1.1
ICS:
35.240.01 Uporabniške rešitve Application of information
informacijske tehnike in technology in general
tehnologije na splošno
SIST ES 202 746 V1.1.1:2010 en
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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SIST ES 202 746 V1.1.1:2010

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SIST ES 202 746 V1.1.1:2010

ETSI ES 202 746 V1.1.1 (2010-02)
ETSI Standard


Human Factors (HF);
Personalization and User Profile Management;
User Profile Preferences and Information

---------------------- Page: 3 ----------------------

SIST ES 202 746 V1.1.1:2010
 2 ETSI ES 202 746 V1.1.1 (2010-02)



Reference
DES/HF-00093
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° 348 623 562 00017 - NAF 742 C
Association à but non lucratif enregistrée à la
Sous-Préfecture 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. In any case of existing or
perceived difference in contents between such versions, the reference version is the Portable Document Format (PDF).
In case of dispute, the reference shall be the printing on ETSI printers of the PDF version kept on a specific network drive
within ETSI Secretariat.
Users of the present document should be aware that the document may be subject to revision or change of status.
Information on the current status of this and other ETSI documents is available at
http://portal.etsi.org/tb/status/status.asp
If you find errors in the present document, please send your comment 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 Institute 2010.
All rights reserved.

TM TM TM TM
DECT , PLUGTESTS , UMTS , TIPHON , the TIPHON logo and the ETSI logo are Trade Marks of ETSI registered
for the benefit of its Members.
TM
3GPP is a Trade Mark of ETSI registered for the benefit of its Members and of the 3GPP Organizational Partners.
LTE™ is a Trade Mark of ETSI currently being registered
for the benefit of its Members and of the 3GPP Organizational Partners.
GSM® and the GSM logo are Trade Marks registered and owned by the GSM Association.
ETSI

---------------------- Page: 4 ----------------------

SIST ES 202 746 V1.1.1:2010
 3 ETSI ES 202 746 V1.1.1 (2010-02)
Contents
Intellectual Property Rights . 5
Foreword . 5
Introduction . 5
1 Scope . 7
2 References . 7
2.1 Normative references . 7
2.2 Informative references . 9
3 Definitions and abbreviations . 9
3.1 Definitions . 9
3.2 Abbreviations . 10
4 Overview of personalization and profile management . 10
4.1 Organization of the profile content . 10
4.2 Semantic interoperability . 11
4.3 Profiles and user views . 11
4.3.1 Situations, context and the scope object . 11
4.3.2 Avoiding conflicts by using templates . 12
4.4 Profile extensions . 12
4.4.1 Additional standardized information and preferences . 12
4.4.2 Proprietary profile extensions . 12
5 Profile manage ment . 13
5.1 Introduction . 13
5.2 Model . 13
5.3 User-Profile object definitions and preferences . 15
5.4 Rule . 22
5.4.1 Introduction rule grammar . 22
5.4.2 Conditions and actions . 23
5.4.3 Flow of control statements . 23
5.4.4 Statement delimiters . 24
5.4.5 Addressing attributes and methods . 24
5.5 Context . 25
6 Human centered information and preferences . 25
6.1 Personal information . 25
6.2 Connectivity preferences . 28
6.3 Interaction and user interfaces . 29
6.3.1 General interaction preferences . 29
6.3.2 Interaction modality . 29
6.3.3 Multicultural aspects . 30
6.3.4 Visual preferences. 32
6.3.5 Audio preferences . 33
6.3.6 Tactile/haptic and device related preferences . 35
6.3.7 Date and time preferences . 39
6.3.8 Notifications and alerts . 40
7 Service category related information and preferences . 44
7.1 Mapping to and using service supplied features . 44
7.2 Communication handling . 44
7.2.1 User configurable communications service features . 44
7.2.2 Communications-Service class . 45
7.2.3 Communication-Device class . 47
7.2.4 Communication specific profile data items . 47
7.2.5 Modelling conditional behaviour with Scope objects . 49
7.2.6 Examples of using Scope objects to enable the control of communications service features . 49
ETSI

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SIST ES 202 746 V1.1.1:2010
 4 ETSI ES 202 746 V1.1.1 (2010-02)
7.3 Consume content . 51
7.3.1 Filtering content . 51
7.3.2 Internet related preferences . 51
7.4 Way-Finding and navigation preferences . 53
Annex A (informative): Profile content specification . 54
A.1 Structure of profile items . 54
A.2 Description . 54
A.3 UID . 54
A.4 Reference to standards. 54
A.5 Instances . 54
A.6 Type . 55
A.7 Value range . 55
A.8 Default value . 55
A.9 Technical specification . 55
Annex B (informative): Preferences related to disabilities . 56
B.1 People with visual impairments and blind people . 56
B.2 People with reduced movement capability, reduced muscular strength, tremor . 57
B.3 People who are hard of hearing . 57
B.4 People with cognitive impairments and learning difficulties . 57
History . 58

ETSI

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SIST ES 202 746 V1.1.1:2010
 5 ETSI ES 202 746 V1.1.1 (2010-02)
Intellectual 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 Rights (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 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 Standard (ES) has been produced by ETSI Technical Committee Human Factors (HF).
Introduction
The present document specifies information and preferences, which are choices made by the user, that will result in
driving the behaviour of the system, and builds on the user profile concept described in EG 202 325 [i.1]. The concept
of a user profile usually refers to a set of preferences, information and rules that are used by a device or service to
deliver a customized version of capabilities to the user. In practice, most devices and services contain profiles specific
to that product and unrelated to any other. This requires that, on change of service or device, the user has to re-educate
themselves in how to personalize their services or devices and re-enter their information and preferences. This will
result in variable success rate and user satisfaction.
There will be a number of user characteristics and preferences that will apply independently of any particular product
(e.g. a user's preferred language or their need for enlarged text). A key objective is 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 may have different needs for how they would like
their ICT resources arranged. At present, an increasing number of products provide the user with ways of tailoring their
preferences to these different situations. Users should be able to specify their context dependent needs in ways that
require the minimum need to understand the individual products. In addition, personalization and user profile
management holds the promise of improving the uptake of new technologies and allowing greater access to their
benefits.
Any information/preference can be used as needed by the service/device, regardless of in which clause it appears.
Further details on the organization of the information in the tables specifying the information and preferences in the
tables are given in informative annex A.
The Design for All approach has been adopted in the present document. It means that accessibility is considered as
something that can benefit people whether or not they have disabilities. Annex B provides a selection of preferences,
referring to the various clauses which can be useful for people with disabilities.
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The URI root is upm-ns, identified by xmlns:upm-ns=http://uri.etsi.org/upm.
Additional namespaces are:
• xmlns:profile-management-ns=http://uri.etsi.org/upm/profile-management;
• xmlns:personal-information-ns=http://uri.etsi.org/upm/personal-information;
• xmlns:connectivity-preferences-ns=http://uri.etsi.org/upm/connectivity-preferences;
• xmlns:interaction- preferences-ns=http://uri.etsi.org/upm/interaction- preferences;
• xmlns:notifications-ns=http://uri.etsi.org/upm/interaction-preferences/notifications;
• xmlns:communication-handling-ns=http://uri.etsi.org/upm/communication-handling;
• xmlns:consume-content-ns=http://uri.etsi.org/upm/consume-content;
• xmlns:way-finding-ns=http://uri.etsi.org/upm/way-finding.
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1 Scope
The present document specifies a set of user profile preference and information settings for deployment in ICT services
and devices for use by ICT users and suppliers.
The present document specifies:
• objects including settings, values and operations;
• a rule definition language for defining functionality such as automatic modification of profiles.
Profile solutions within the scope of the present document are:
• those provided for the primary benefit of the end-user;
• those which the end-user has rights to manage the profile contents;
• those where the end-user has the right to have a dialogue with the information owning stakeholder.
Intended readers of the present document are user profile providers, operators, service developers, service providers,
device manufacturers, standards developers.
2 References
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.
• Non-specific reference may be made only to a complete document or a part thereof and only in the following
cases:
- if it is accepted that it will be possible to use all future changes of the referenced document for the
purposes of the referring document;
- for informative references.
Referenced documents which are not found to be publicly available in the expected location might be found at
http://docbox.etsi.org/Reference.
NOTE: While any hyperlinks included in this clause were valid at the time of publication ETSI cannot guarantee
their long term validity.
2.1 Normative references
The following referenced documents are indispensable for the application of the present document. For dated
references, only the edition cited applies. For non-specific references, the latest edition of the referenced document
(including any amendments) applies.
[1] ETSI TS 102 747: "Human Factors (HF); Personalization and User Profile Management;
Architectural Framework".
[2] ETSI TS 102 334-3: "Network Address Book on fixed network; Part 3: vCard 2.1 profile for
contact exchange by SMS/EMS for fixed network".
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[3] Cascading Style Sheets Level 2 Revision 1 (CSS 2.1) Specification.
NOTE: See http://www.w3.org/TR/CSS2/.
[4] XML Schema Part 2: Datatypes Second Edition (October 2004).
NOTE: See http://www.w3.org/TR/xmlschema-2/.
[5] PICSRules 1.1 - W3C Recommendation.
NOTE: See: http://www.w3.org/TR/REC-PICSRules.
[6] ISO 639-3: "Codes for the representation of names of languages - Part 3: Alpha-3 code for
comprehensive coverage of languages.
[7] ISO 8601: "Data elements and interchange formats - Information interchange - Representation of
dates and times".
[8] ISO 4217 (2008): "Codes for the representation of currencies and funds".
[9] ISO/IEC 24751-2 (2008): "Information technology - Individualized adaptability and accessibility
in e-learning, education and training - Part 2: "Access for all" personal needs and preferences for
digital delivery".
[10] IANA - MIME Media Types.
NOTE: See: http://www.iana.org/assignments/media-types.
[11] IETF RFC 4482 (2006): "CIPID Contact Information for the Presence Information Data Format".
NOTE: See: http://www.ietf.org/rfc/rfc4482.txt.
[12] IETF RFC 4589 (2006): "Location Types Registry".
NOTE: See: http://tools.ietf.org/html/rfc4589#page-3.
[13] IETF RFC 4119 (2005): "A Presence-based GEOPRIV Location Object Format".
NOTE: See: http://www.ietf.org/rfc/rfc4119.txt.
[14] IETF RFC 5545: "Internet Calendaring and Scheduling Core Object Specification (iCalendar)".
NOTE: See: http://tools.ietf.org/html/rfc5545.
[15] IETF RFC 3863: "Presence Information Data Format (PIDF)".
NOTE: See: http://www.apps.ietf.org/rfc/rfc3863.html.
[16] IPTC Subject Reference System Guidelines (2003).
NOTE: See: http://www.iptc.org/std/NewsCodes/0.0/documentation/SRS-doc-Guidelines_3.pdf.
[17] Doc 9674 - AN/946 - World Geodetic System - 1984 (WGS-84) implementation manual.
NOTE: See: http://www.dqts.net/files/wgsman24.pdf.
[18] vCard: The Electronic Business Card, Version 2.1.
NOTE: See: http://www.imc.org/pdi/vcard-21.txt.
[19] RFC 4480: "RPID: Rich Presence Extensions to the Presence Information Data Format (PIDF)".
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2.2 Informative references
The following referenced documents are not essential to the use of the present document but they assist the user with
regard to a particular subject area. For non-specific references, the latest version of the referenced document (including
any amendments) applies.
[i.1] ETSI EG 202 325: "Human Factors (HF); User Profile Management".
[i.2] ETSI EG 202 116: "Human Factors (HF); Guidelines for ICT products and services; "Design
for All".
[i.3] ETSI EG 284 004: "Telecommunications and Internet converged Services and Protocols for
Advanced Networking (TISPAN); Incorporating Universal Communications Identifier (UCI)
support into the specification of Next Generation Networks (NGN)".
3 Definitions and abbreviations
3.1 Definitions
For the purposes of the present document, the following terms and definitions apply:
accessibility: ensuring that all sectors of the community have equal access to communications and online information
active profile, active user profile: set of all active profile components related to a user
address book: entity that contains a number of records describing contacts of the user
administrator: person who defines profiles with settings and rules
NOTE: also known as profile administrator.
context: any information that can be used to characterize the state of entities that are considered relevant to the
interaction between a user and an application, network function, service or device
creation template: template where modifications made to the template will not affect any information, preferences and
rules in profiles that were previously created from that template
design for all: design of products to be usable by all people, to the greatest extent possible, without the need for
specialized adaptation
live template: template where modifications made to the template will affect all information, preferences and rules in
profiles that were previously created from that template
normal profile: user view of information, preferences and rules that are always active in the profile when no specific
situation is applicable
object: profile data with attributes, values and operations that the user can refer to when defining their profile
profile: total set of user related information, preferences, rules and settings which affects the way in which a user
experiences terminals, devices and services
NOTE: The use of the word profile in the present document implies user profile unless otherwise stated.
profile data: set of user related information, preferences and rules which can be stored in a profile
profile tool: tool that enables a user to view and modify information in profiles
profile provider: entity (e.g. company such as a service provider, organisation such as a special interest or affinity
organization) that provide profiles and associated services
rule: statement that can be interpreted by the UPM system to produce or limit an action
situation: state that the user has identified as being of significance
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situation profile: user view of user related information, preferences and rules which affects the way in which a user
experiences devices and services in a specific situation
template: set of rules and settings provided by an entity as a starting point for users for the creation of their profiles
usability: extent to which a product can be used by specific users to achieve specific goals with effectiveness,
efficiency and satisfaction in a specified context of use
user: person using ICT services
user profile: See "profile".
3.2 Abbreviations
For the purposes of the present document, the following abbreviations apply:
ACR Anonymous Communication Rejection
CNAP Calling Name Presentation
CNAR Calling Name Restriction
COLR COnnected Line identification Restriction
CSS Cascading Style Sheets
GPS Global Positioning System
ICT Information and Communications Technologies
IMS IP Multimedia Subsystem
IP Internet Protocol
ISDN Integrated Services Digital Network
OIR Originating Identification Restriction
PSTN Public Switched Telephone Network
SMS Short Message Service
TIR Terminating Identification Restriction
UCI Universal Communications Identifier
UID Unique ID
UPM User Profile Management
URI Uniform Resource Identifier
URL Uniform Resource Locator
XML Extensible Markup Language
4 Overview of personalization and profile management
4.1 Organization of the profile content
In general, a profile contains:
• Information: data about or related to the user (e.g. name, address).
• Preferences: choices made by the user about a given parameter that will define or modify the system
behaviour. More complex preferences can be expressed in the form of rules (see below).
NOTE: When something is considered essential to the user, it would be more appropriate if a preference is
instead called a "need" (e.g. a blind user sets the modality to "sound"). However, for simplification, in the
present document the word "preference" is used.
• Rules: statements that can be automatically interpreted in order to define or modify the system behaviour.
More specifically, the profile is organized into several blocks. The major organisational units of the profile are:
• Personal information: data about or related to the user (e.g. name, address, location).
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• Human centred preferences: These are the overall preferences that might apply across the user's usage of a
wide variety of different devices and services.

As these preferences are not mapped precisely to specific features of services and devices, they may be
presented in ways that must be interpreted before they can be used as the definition for a precise setting for a
service or device feature.
• Service/device category related information and preferences: The information and preferences in this clause
are related to service categories (e.g. Communications services), further sub-categories of the service category
(e.g. Realtime communication), and specific services/devices.
Information and preferences need to be associated with a scope, which includes:
• (groups of) services;
• (groups of) devices;
• (groups of) people (e.g. entries in an address book).
A scope may be very narrow (e.g. one specific service) or very broad (e.g. preferred language
...