INFORMATION SOCIETIES TECHNOLOGY

(IST)

PROGRAMME

 

 

 

 

Contract for:

 

Shared-cost RTD

 

 

 

Annex 1 - "Description of Work"

 

 

 

Project acronym: M3I

Project full title: Market Managed Multi-Service Internet

Contract no.: (to be completed by Commission)

Related to other Contract no.: (to be completed by Commission)

 

Date of preparation of Annex 1: 20 September 1999

 

 

Proposal number: 11429

Operative commencement date of contract: (to be completed by Commission)

 

The M3I Consortium

Hewlett-Packard Ltd, Bristol UK (Financial Coordinator)

BT, Ipswich GB (Scientific Coordinator)

Athens University of Economics and Business, GR

Darmstadt University of Technology DE

Eidgenössische Technische Hochschule, Zürich CH

Telenor, Oslo NO

 

© Copyright 1999 the Members of the M3I Consortium

For more information on this document or the M3I Project,

please contact:

 

Hewlett-Packard Ltd,

European Projects Office,

Filton Road,

Stoke Gifford,

BRISTOL BS34 8QZ,

UK

Phone: (+44) 117-312-8631

Fax: (+44) 117-312-9285

E-mail: sandy_johnstone@hp.com

 

Document Control

Title: Annex 1: Description of Work

Type: Confidential - Contract Documentation

Author: Sandy Johnstone (HPLB) (editor)

e-mail: sandy_johnstone@hp.com

 

Origin: HPLabs-Bristol

Doc ID: m3i:annex1

 

 

Version

Date

Author

Description/Comments

V2.0

20-Sep-1999

Project Director

Version presented to Project Officer

       

 

 

 

 

Legal Notices

The information in this document is subject to change without notice.

The Members of the M3I Consortium make no warranty of any kind with regard to this document, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. The Members of the M3I Consortium shall not be held liable for errors contained herein or direct, indirect, special, incidental or consequential damages in connection with the furnishing, performance, or use of this material.

 

 

 

 

 

Table of Contents

1 Project Summary *

1.1 Objectives *

1.2 Description of the Work *

1.3 Milestones and Expected results *

2 Project Objectives *

3 Participant List *

4 Contribution to Programme/Key Action Objectives *

4.1 Essential Technologies and Infrastructures *

4.2 New Methods of Work and Electronic Commerce *

4.3 Systems and Services for the Citizen *

5 Innovation *

5.1 Technical and Business Innovation *

5.2 State of the Art *

6 Community Added Value and Contribution to EU Policies *

7 Contribution to Community Social Objectives *

8 Economic Development and S&T Prospects *

8.1 Dissemination and Standardisation *

8.1.1 Standards Bodies *

8.1.2 Fifth Framework *

8.1.3 Public Relations *

8.1.4 Conferences and Workshops *

8.2 Market Opportunity *

8.2.1 Industrial Context *

8.2.2 Market Trends *

8.2.3 Competition *

8.3 Market Strategy *

8.3.1 Exploitable Results from Project M3I *

8.3.2 Products and Services *

8.3.3 Route to Market *

8.3.4 Market Segment *

8.4 Individual Partner Strategies *

8.4.1 Hewlett-Packard European Laboratories *

8.4.2 BT *

8.4.3 Athens University of Economics and Business *

8.4.4 Eidgenössische Technische Hochschule, Zürich *

8.4.5 Darmstadt University of Technology *

8.4.6 Telenor *

9 Workplan *

9.1 General Description *

9.1.1 Infrastructure for Market Management of the Multi-Service Internet *

9.1.2 Requirements and Validation (Work-Package 2) *

9.1.3 Architecture (Work-Package 3) *

9.1.4 Economic Modelling (Work-Package 4) *

9.1.5 Pricing Mechanisms (Work-Package 5) *

9.1.6 Charging and Accounting (Work-Package 6) *

9.1.7 Dissemination (Work-Package 7) *

9.1.8 Project Management (Work-Package 1) *

9.1.9 Assessment and Evaluation (Work-Package 8) *

9.2 Work-package List *

9.3 Work-package Descriptions *

9.3.1 Work-Package 1: Project Management *

9.3.2 Work-Package 2: Requirements and Validation *

9.3.3 Work-Package 3 - Architecture *

9.3.4 Work-Package 4: Economic Modelling *

9.3.5 Work-Package 5: Pricing Mechanisms *

9.3.6 Work-Package 6: Charging and Accounting *

9.3.7 Work-Package 7: Dissemination *

9.3.8 Work-Package 8: Assessment and Evaluation *

9.4 Deliverables List *

9.5 Project Planning and Timetable *

9.6 Graphical Presentation of Project Components *

9.7 Project Management *

9.7.1 General *

9.7.2 Supervisory Board, Management and Technical Committees *

9.7.3 Project Reviews *

9.7.4 Communications and Information Flow *

9.7.5 Quality Control *

9.7.6 Consortium Agreement *

10 Appendix A: Consortium Description *

10.1 Overview of the Consortium *

10.2 Individual Partner Descriptions *

10.2.1 Hewlett-Packard Ltd (HP European Laboratories), Bristol UK (Coordinator) *

10.2.2 BT, Ipswich GB *

10.2.3 Athens University of Economics and Business, GR *

10.2.4 Eidgenössische Technische Hochschule, Zürich CH *

10.2.5 Darmstadt University of Technology DE *

10.2.6 Telenor, NO *

11 Appendix B: Contract Preparation Forms *

 

  1. Project Summary
    1. Objectives
    2. The objective of this project is to design, implement and trial a next-generation system that will enable Internet resource management through market forces, specifically by enabling differential charging for multiple levels of service.

      Offering this capability will increase the value of Internet services to the customers through greater choice over price and quality, and reduced congestion.

      For the network provider, flexibility will be improved, management complexity reduced and hence revenues will increase.

      The above price-based resource management pushes intelligence and hence complexity to the edges of the network, ensuring the same scalability and simplicity of the current Internet.

    3. Description of the Work

A trial system will be designed and experimented with. It will enable ISPs to explore sophisticated charging options and business models with their customers. Measurable improvements for end users are:

Measurable improvements for ISPs using our system are:

Using the above platform, we will show to what extent:

Analysis will be performed to show the global stability, fairness and profitability of differential charging and the efficient operation and management of the network, both at the transport and service level.

    1. Milestones and Expected results

Major milestones are planned to coincide with the External Reviews of the project:

 

 

  1. Project Objectives

This project proposes to contribute to the growth of the Single Market throughout Europe by creating the technology that will enable economically sound charging for services delivered over the Internet.

The project will design, implement and trial a next-generation system that will enable Internet resource management through market forces, specifically by enabling differential charging for multiple levels of service.

By the end of the project we will have designed, built and experimented with a trial system, that will enable ISPs to explore sophisticated charging options and business models with their customers.

The current situation is that there has been only one, comparatively small-scale trial of differential charging for Internet services (the INDEX experiment, see section 5.2 "State of the Art"). This project will provide the first experiments in a commercial environment (and the first in Europe).

This project will result in the ability to manage the provision of Internet services in ways that are not possible with today’s technologies.

These include, for an end user of our system:

New abilities for an ISP using our system are:

Using the above platform, we will show to what extent:

A sound scientific analysis will be performed to show the global stability, fairness and profitability of differential charging and the efficient operation and management of the network, both at the transport and service level.

The project proposes to set up an Advisory Panel of external referees (see section 9.7.3.2) with whom we can discuss the on-going results of our project and from whom we can obtain feedback as to our progress towards our goals.

  1. Participant List
  2.  

    Participant Role

    Participant number

    Participant name

    Participant short name

    Country

    Status*

    Date enter project

    Date exit project

    S

    P1

    Hewlett-Packard European Laboratories

    HPLB

    UK

    C-F

    Begin

    End

    U

    P2

    British Telecommunications plc

    BT

    UK

    C-S

    Begin

    End

    S

    P3

    Research Centre of the Athens University of Economics and Business

    AUEB

    GR

    P

    Begin

    End

    S

    P4

    Eidgenössische Technische Hoschshule Zürich

    ETHZ

    CH

    P

    Begin

    End

    S

    P5

    Darmstadt University of Technology

    TUD

    D

    P

    Begin

    End

    U

    P6

    Telenor

    TN

    N

    P

    Begin

    End

     

    *C = Co-ordinator (or use C-F and C-S if financial and scientific co-ordinator roles are separate)

    P - Principal contractor

    A - Assistant contractor

     

  3. Contribution to Programme/Key Action Objectives
    1. Essential Technologies and Infrastructures
    2. Some analysts believe bandwidth will be super-abundant and virtually free while others predict advances in computing will continue to eat up new bandwidth as it comes on line. Flat rate subscription billing is used by many ISPs but relies on significant under-utilisation of the resources subscribed to (typically under 1%). This encourages customers to waste resources paid for but not used, with a danger that the release of new robotic applications could quickly cause congestion collapse, especially for scarce resources such as radio spectrum for nomadic services. Also, low utilisation forces providers to over-book resources in order to remain competitive, eroding any service guarantees needed for broadband quality services. Connect-time billing improves matters, but is undesirable and infeasible as customers move to permanent Internet connection with the introduction of digital subscriber line access - "Internet Dial Tone".

      Whether or not basic bandwidth turns out to be super-abundant, the resources needed for applications requiring low latency, loss or jitter or guaranteed bandwidth will always be at a premium. A sustainable ISP market can only exist if usage charging schemes are created so that price matches value to cost without complexity for all these services. In support of Key Action Line IV.2.4, we will define, build and validate open interfaces and standards for price communication and account reporting to enable the market managed multi-service Internet. A market mechanism is the most natural approach to allow interworking between networks, service platforms and customer systems.

    3. New Methods of Work and Electronic Commerce
    4. Electronic Commerce is expanding to include the sale of communication services that need the network to provide a certain quality of service, such as video conferencing over IP, Internet TV and interactive networked simulations for training. Senders or receivers of such data will want to have the flexibility to apportion the costs of these transfers between themselves in arbitrary combinations. Communications service providers (e.g. video streaming servers) will also want to bundle network charges for both ends with their charging on the basis of usage.

      Such developments will require network charging systems to emulate e-commerce systems. We plan to enhance the network industry's customer-supplier relationships as desired under Key Action Line II.3.3. The architecture described later puts the customer's system on an equal footing to the provider's, including real-time feedback, validation and personalisation of charging, empowering the customer through a shift of control and choice over price, quality and admission control policy.

    5. Systems and Services for the Citizen

    Usage-based pricing system for the Internet will result in Internet facilities being more widely available. Currently, Internet access is only available to those willing to pay the fixed rate asked ("free" Internet access has costs), barring it from those who do not use it enough to warrant this payment, or cannot afford it. Enabling users to pay only for what they use will allow more people to access the Internet, low low-bandwidth users to pay less, and will also allow high bandwidth users to secure a better quality of service.

     

  4. Innovation
    1. Technical and Business Innovation

The key innovation of this project is to model, design, prototype and trial technology that will enable demand for differentiated IP-based services to be managed by market demand. Complex services can then be synthesised from simple mechanisms under the control of customer preferences. These services will be supported by software embedded in end-systems and hence the approach will allow rapid and modular service deployment. This moves control and choice firmly towards the customer system, but still leaves the provider with the primary lever of control: the price.

Price control requires some level of usage-charging, which has many desirable properties as described above. However, usage-charging is potentially expensive to operate for a packet network where the volume of measurable events is extremely high. Thus the second major innovation of this project is to build ultra-lightweight metering and accounting systems that efficiently aggregate packet-level metering at the point of measurement. Certain of the partners, have proposed approaches where most of the metering and accounting is achieved on the customer system with random audit by the provider. There are practical barriers to such radical approaches, but the project will use them where appropriate.

Thirdly, certain of the partners have proposed scalable models for charging for multicast (and unicast) that avoid any need for the network charging systems to collate measurements from across the multicast tree. These models also include principles that ensure inter-provider usage-charging remains scalable by confining the effects of charging policies to the local interface between any two providers.

Other innovative aspects (both engineering and business) include:

Full design and implementation including all aspects of technical efficiency, security and economic efficiency, as well as suitable business models and user acceptance investigations makes for a holistic approach which has not been undertaken before.

    1. State of the Art

Proposals for an Internet with differentiated services are usually based on a small number of service classes with well-defined quality and prices. However the approach has drawbacks. In particular, the development of ATM traffic classes has illustrated some of the difficulties of defining service categories before the applications that might use these categories have been invented or have become widespread.

A body of work is now emerging that takes a radically different approach to differentiated services. Its premise is that a simple packet network may be able to support an arbitrarily differentiated set of services by conveying information on congestion from the network to intelligent end-nodes, which themselves determine what should be their demands on the packet network. There would then be no need for large buffers or priority queues within the network, or connection acceptance control at the border of the network.

Existing work on charging guaranteed services for ATM networks is summarised in Songhurst (1999); proposals for guaranteed services carried over an IP Integrated Services architecture are described in Karsten et al (1999). Carle et al (1998) discuss charging for ATM-based IP multicast services. Courcoubetis et al (1999) describe user software to aid with price-quality trade-offs for an elastic service. A good review of early suggestions for Internet charging is assembled in McKnight and Bailey (1997): notable proposals include the "smart market" of MacKie-Mason and Varian (1994) and, later, Odlyzko's (1997) "Paris Metro Pricing". More recent suggestions, designed to effect both load control and connection acceptance control dynamically through a price mechanism, are described by Rizzo et al (1999) and Gibbens and Kelly (1999): the key innovative aspects of our proposals are influenced by this approach. Very early results from market trials to assess user demand are reported by Edell and Varaiya (1999).

Overall however, it is currently not clear which of the existing proposals for high-quality communication services and charging will be of practical utility in real-world conditions. It is also not entirely clear that current packet-switched networking technology provides an appropriate basis for providing differentiated quality levels.

Producing a successful prototype which supports a sophisticated charging model, and showing that the network is capable of providing differentiated classes of service under a given charging scheme, will represent a major innovative contribution.

  1. Community Added Value and Contribution to EU Policies

This project proposes to contribute to the growth of the Single Market throughout Europe by creating the technology that will enable economically sound charging for services delivered over the Internet.

Currently Internet Service Providers typically offer only flat-rate charging for services. Evidence from recent research shows that "ISPs offering flat-rate service create large social inefficiencies in the form of waste (usage whose value to consumers is below cost), inter-subscriber subsidies, and tiered service. In the longer term, tiered flat-rate service will limit deployment of broadband services. The change to flat-rate service has transformed the ISP's business into one that seeks site rents with incentives to degrade service quality and inhibit network access beyond revenue-basing sites".

By creating robust, deployable technology which will enable pricing for IP-based services to be differentiated by demand for various levels of service access or quality, and based on the cost of the underlying resource, we aim to contribute to:

It is appropriate that this work be performed at the European level: the "Internet" is by its nature trans-national, indeed global. The ISPs and Telecommunications companies who will be keen to exploit this work operate on an international basis. With the current background of telecommunications liberalisation and convergence of computing and telecommunications, we are convinced that by the time results from this project become available, the market will be ready to consider more flexible, varied, competitive and sustainable methods of charging for IP-based services.

The project proposes to investigate the commercial aspects of service differentiation and pricing for the Internet by using the prototype system to test the willingness of consumer and business users to pay for differentiated access to Internet communication resources and services. These tests will be carried out internationally , primarily within Europe since perceptions of value (especially on the part of consumers) may be different in different cultural and economic environments. These investigations will provide a thorough test of the underlying assumptions related to cost, market and business models, and how these impact the architecture.

 

 

  1. Contribution to Community Social Objectives
  2. As noted in section 1, current (flat-rate) pricing for Internet access encourages waste and provides no incentive for competitive pricing to consumers and businesses. Internet charging systems such as we envisage creating are close to a perfect market mechanism and thus will expose the true costs of traditional telecommunications and encourage lowering of prices through competition, reducing the need for regulation of liberalised markets. This will result in a wider range of IP-based services coming within the reach of a greater number of people and organisations. The enhancement of Internet charging systems to include electronic tariffing, real-time per-session feed-back, receipts and payment flexibility will also make possible a wide range of services that hitherto lacked an effective pricing and charging mechanism.

    By providing the correct economic incentives, flexible charging will encourage the introduction of high bandwidth applications and controllable service quality. For instance, the introduction of "3rd Generation Mobile" services will require significant investment. The ability to implement realistic pricing mechanisms will help to lower barriers to entry for providers of new services.

    Accounting for resource usage makes it easier to distinguish between high-demand and low-demand users. For low-demand users, charges can be expected to decrease compared to flat-rate charging, whereas high-demand users are charged appropriately for their resource consumption.

    This will promote the development of new e-commerce services based on streaming real-time media as well as more traditional discrete data, resulting in new business and job creation. It should also help make the economic case for building systems which better support non-commercial uses of the Internet, such as education and research, and citizen access to state services and IP-based systems.

     

     

  3. Economic Development and S&T Prospects
    1. Dissemination and Standardisation
      1. Standards Bodies

The main body for the development of Internet standards is the IETF. Relations with the IETF are already established with formal channels for providing feedback on Internet technology requirements. Some members of M3I already have prominent roles within the IETF (including a member of the Internet Architecture Board) and M3I, with its intended focus, will serve as an excellent point of contact for billing and charging issues.  Certain of the partners are also well placed to set de facto standards for charging system inter-operation.

There are 5 groups within the IETF that will be targeted for standards emerging from M3I:

Apart from the IETF, another important standards group that we will contribute to is the Internet Protocol Detail Record initiative. This group is working on standardising the format of the data records generated by the usage data collected and correlated from the ISP network. See www.ipdr.org.

      1. Fifth Framework
      2. Information on the M3I project, technologies and user trial will be made
        available to other Fifth Framework projects. M3I partners will contribute pro-actively in
        relevant FV concertation and information dissemination activities.

      3. Public Relations
      4. Relations will be established with the industry press and analyst community to disseminate information on the launch of the M3I initiative, partners, key technologies, user trials and role within the Fifth Framework. These relations will be maintained throughout the life of the project to keep the press community informed of M3I's major milestones and achievements. We will create and maintain an externally accessible web site for the M3I project.

      5. Conferences and Workshops

M3I partners will participate in international technical conferences and workshops world-wide to introduce the project initiative and to promote M3I together with the Fifth Framework programme. Most partners already have an excellent track record of international recognition in this field.

We will also organise two international workshops: one in the first year to state our objectives, outline our approach and discuss the general requirements, and one in the second year to present our technologies and results and to plan wider scale customer trials.

    1. Market Opportunity
      1. Industrial Context
      2. The main target for our work will be the ISP (Internet Service Provider). The Internet service provision industry is already huge and will explode as communication services become outsourced to all sizes of enterprise. Small, medium and large ISPs will all need charging solutions for the services they will sell. The nature and range of services will also increase in complexity, due to the flexibility that stems from the simplicity of the underlying building blocks. Robust, low-cost, secure, auditable and scalable infrastructures will be needed for a sound financial basis for selling these services.

        The consortium deliberately invited a second ISP as a primary partner to ensure both a large ISP and a smaller ISP were represented and could afford access to their respective customer bases to improve the scientific validity of the experiments and trials. BT has a national presence as both a wholesale and retail ISP in the UK where subscription charging for Internet has recently been overtaken by connection time charging. BT also operates Internet services globally through a large number of joint ventures. Telenor has a strong presence as an ISP in Scandinavia where Internet/PC/ISDN penetration is exceptionally high in the home market. Each company represents very different business traditions and cultures.

      3. Market Trends

The basic market trends which we observe are:

We are convinced that the ISP market will demand:

      1. Competition

There are a number of existing commercial solutions for Internet charging (including Cisco Billing, HP Internet Smart Usage, XaCCT) that provide integrated distributed usage data gathering and billing solutions. None of these solutions provide the key mechanisms that are required in this project: scalable and secure real time accounting, real-time payments, dynamic pricing and automated end-user tools that can react in real time to accommodate the user requirements.

Research work has provided some rudimentary dynamic pricing frameworks: we note the ACTS SUSIE project (AC320), MarketNet from the University of Columbia (USAF funded), MWARE from BT Labs UK, but no dynamic solutions for scalable and secure real time network usage accounting. Other research work has provided some end user tools such as QoteS from BT Labs UK (COST237'97), and CRC University of Technology Sydney (IWQoS'99) but these tools are not automated and require constant monitoring by the end-user.

Real time payments is the area that is the least advanced. None of the work above has produced a solution for multi-domain charging, and interoperability between service providers is only through the database technologies in use.

In this project we envisage building upon one or more of these solutions and providing the missing mechanisms indicated above, in order to be able to experiment with market-based management of a multi-service Internet.

    1. Market Strategy
      1. Exploitable Results from Project M3I

The exploitable results from Project M3I will be:

      1. Products and Services

The products and services which the various partners intend to introduce based on the above results include:

      1. Route to Market

The partners' principal interests providing a route to market are:

      1. Market Segment

The market for network load management and performance technology from the project includes all ISPs. Some ISPs will continue to have a business model based exclusively on flat-rate pricing, and so will not require the pricing software (although they should be interested in the modelling algorithms). Most ISPs will offer at least some element of variable pricing, especially as broad-band services are introduced, and are therefore a target for the pricing applications and consulting services.

 

 

    1. Individual Partner Strategies
      1. Hewlett-Packard European Laboratories
      2. Hewlett-Packard sees three major market opportunities for the results of project M3I.

        Firstly, HP has a rapidly growing business in gathering information on resource usage within ISP networks. The data records generated are currently used for billing and traffic planning. M3I will quickly take this Internet service charging world forward and our Grenoble division will be developing new product portfolios for service management, charging and accounting middleware.

        Our second area of interest is in the development of ISP business planning toolsets. These will use the statistical data collected from M3I's ISP testbed to enable an ISP to conduct business planning experiments. These tools will use the cost models, customer demand information and pricing sensitivities to explore the consequences of different pricing scenarios.

        Finally, helping ISPs make best use of usage analysis and billing systems represents a big opportunity for HP's Telecomms consulting business in Europe.  HP sees consulting in the telecommunications industry as a major growth area and is actively seeking to recruit staff for this work.

      3. BT

BT sees four main opportunities to exploit the results of the M3I project:

The concept of managing the network load dynamically using the charging system is a radical one that, if proved correct, will further increase the importance of the pricing and charging system to business success. BT needs to have strong evidence that such an approach is feasible before making what would have to be profound changes to its strategy in this area. BT expects the M3I project to provide such evidence.

BT currently designs and builds its billing systems in-house and has considerable history of expertise in this area, operating the largest database in Europe. Future strategy is to outsource an increasing amount of this activity. Internet charging systems have already been built for BT's global ventures but outsourcing is already in progress. If systems are purchased externally, understanding is crucial during product evaluation. However, specification, sizing, configuration and operation will always remain in-house, therefore whether outsourcing is used is essentially irrelevant. BT will use the software and designs created by the M3I project as the basis of its future Internet charging systems, being particularly interested in charging for multicast, mobile and inter-ISP.

BT often sets de facto standards for interoperation between its numerous global joint ventures, and intends to use the results of this project as a proposal for standardisation of pricing signals and accounting messages between providers, hopefully leading to industry standardisation, probably through the IETF.

Finally, the models and results of the experiments will be invaluable in deciding whether to concentrate on a usage-charging approach rather than subscription in various scenarios. Information to support this decision is required soon, as connect-time charging will quickly become inappropriate as xDSL access technology introduces permanent Internet connections for ever more customers. The other area where usage-charging is immediately relevant is in wireless data networking where spectrum is a particularly scarce resource. The models will also help to analyse the relative merits of the continuous stream of service proposals the company generates.

BT's Internet and Multimedia Services division, which owns BT's various ISP products, looks forward to being able to use the results from the M3I project. It has agreed that it and will make every endeavour to support the work programme by regularly reviewing the work and arranging appropriate access to its customer base for experiments and trials.

      1. Athens University of Economics and Business
      2. As a University, AUEB's exploitation of the results of this project are in furtherance of their academic research. AUEB has wide-ranging interests in all aspects of economic modelling and gaining a better understanding of the economic issues concerned with the Internet will significantly improve their ability to contribute to the new business models of the emerging information society.

      3. Eidgenössische Technische Hochschule, Zürich
      4. All design and implementation results will support the industry partners and market preparations of professional Internet service provision. Applications and communication services will be offered to customers applying the developed charging and accounting mechanisms. ISPs and carriers will profit from a long-term feedback loop that goes far beyond the duration of this project.

        The dissemination strategy of a university will focus mainly on the integration of research results in its main business area: teaching upcoming student generations with up-to-date knowledge and experience. Therefore, all developed research results will be used at ETHZ for teaching innovation, and, whenever possible, for test-bed evaluations in an academic production environment. In particular, technical issues in networking will be used in graduate courses, to provide a modern and advanced education of computer science and electrical engineering students. Specifically, modern charging and accounting systems for Internet networking will provide an up-to-date and advanced example.

        Based on project work as well as research carried out in within the laboratory TIK, results are published and distributed internationally. These publications encompass journals, conferences, workshops, and technical report and are addressed to the specific research and industry community interested in these areas.

      5. Darmstadt University of Technology
      6. We are actively involved in the research community and expect to publish, present and demonstrate the project and its results in journals, conferences and potentially to industrial partners, both by articles and presentations.

        In the long run, we expect to feed our results back into the standard bodies, when it comes to the design of next generation internetworking protocols.

      7. Telenor

Telenor's commercial activities cover primarily communication services, but activities in the field of system development for charging and billing exist in their own right.

Our prime interest in the project is related to our role as Internet service Provider, where we will use the knowledge gained on issues of internet service differentiation, charging and pricing as input to the ever ongoing strategic process of defining the future service portfolio of our ISP.

Our secondary interest is related to our role as software vendor. The prototype development carried out in the project will give us valuable knowledge on the requirements on future charging and billing systems for Internet services. A business opportunity exists in employing this knowledge in the further development of our billing system product.

 

  1. Workplan
    1. General Description
      1. Infrastructure for Market Management of the Multi-Service Internet

A good technical architecture highlights the main separations of concerns in a system and therefore leads to well-structured technical work-packages by minimising inter-dependencies. Preliminary work by the Proposers suggests the following technical architecture, which will be introduced to form the rationale for the choice of work-packages. However, it may be refined depending on requirements defined at the start of the project.

Figure 1 Architecture for market managing Internet services

The immediate difference from traditional communications billing architectures is that the customer processes are included on the left of Figure 1 as a mirror image of the provider's on the right. This is because the reaction of the customer's systems is as important as the control of the provider. Also, the customer has an interest in real-time feedback of their account status and in validating that charges are justified.

The diagram shows the network service, Sp, as a thick arrow being provided to an application or to middleware acting on an application's behalf. A similar diagram would apply to each customer in a communication (two or more). This allows multicast and unicast to be modelled generically - by connecting together any number of the above customer/provider relationships. Note that the direction of service is "outward" from the provider, whichever direction the data flows.

The internal structure of the provider's charging and accounting system (CAp) is similar to that developed under the ACTS SUSIE project (AC320), but with single-customer granularity as described later. The present project proposal "zooms out"' to focus on and exploit the context in which such a charging and accounting system sits. Of primary interest is the pricing mechanism, which we plan to exploit to manage network load. This consists of the provider's price setting function (Ofp under the control of Ep), the customer's functions for calculating charges from the price and mechanisms for communicating prices between the two. The price can be calculated from the tariff, which is the most important part of the offer, Of, in Figure 1. The customer may install extra components (within AMc) to control adaptive applications that react locally to pricing signals from Ofc under the policy control of Ec. This briefly describes the most abstract pricing mechanism distilled from a superset of the partners' earlier work.

Once the price is available to the customer device, it not only allows it to react to price signals, but also potentially to validate its own charges in real-time. Therefore we allow a replica accounting system, CAc, under customer control for this purpose. Once we allow for the possibility of the customer calculating her own charges, we can consider scalability improvements such as the provider usually relying on the customer's calculations but occasionally auditing them by running its own CAp on a sample basis.

However, such issues will be of secondary concern in this project. Of primary concern will be the use of price to manage network load. Thus the issue of admission control will be central to this project. Traditionally, networks have controlled admission to sessions by checking whether sufficient resources are available before allowing a session to start. Recent work has suggested that price changes could be signalled to customers to enable them to control their own admission dependent on their price sensitivity.

We can summarise the above architecture using the four main functional areas given in the following table, which are also reflected in Figure 1:

Subsystem

Includes

Enables

Applications and middleware (AM)

User, application and middleware interfaces

Application communications

Charging and accounting system
(
CA)

Metering of network resource usage per customer

Usage-charging with real-time feedback

Load management
(Pricing and admission control mechanisms)

Bulk network resource usage monitoring

Admission control by pricing and/or signalling

Internet infrastructure
(
S)

Capacity and performance

Raw quality of service

Table 1: Components of the multi-service Internet

This leads us to propose the following main divisions of the work:

Work-Package 2 (Requirements and Validation) sets the requirements for a multi-service Internet from the perspective of all stakeholders. It then sets specific requirements for the prototypes to be built within the project in order to later test and validate the work and the assumptions behind it.

Work-Package 4 (Economic Modelling) provides models for an ISP's costs and business and for the global system behaviour including the interaction of the economic agents and of the network itself. This work-package will provide analysis tools for use by the ISP.

Work-Package 3 (Architecture) will take the requirements and provide an architectural lead to the technology work-packages.

Work-package 5 (Pricing Mechanisms) will develop the technology modules that are necessary to set, communicate and react to price in order to manage load.

Work-Package 6 (Charging and Accounting System) will implement the technology needed to allocate real-time charges for multi-service differential service in the user and inter-ISP market-places.

Finally Work-Packages 1 and 7 (Project Management and Dissemination) provide resource to allow proper management of the project, and dissemination of the results (including standards work).

      1. Requirements and Validation (Work-Package 2)
      2. This work package will specify the overall system requirements and will conduct experiments on the prototype system in order to validate it.

        1. Requirements
        2. This task will concentrate primarily on the requirements relevant to pricing and charging for communications. Requirements will not be confined to those of end-customers, whether corporate or residential; the requirements of all stakeholders will be considered. Thus, consumer protection, usability or affordability might be the primary concerns of customers, while dependability, interoperability and flexibility might be an ISP's primary concerns.

          The Requirements Analysis will be a primary input to the Architecture Work-Package. It will also provide input to the ISP Business Model task of Work-Package 4 by identifying the project's assumptions concerning the direction of the communications industry. This includes such matters as possible business models and possible customer demand profiles as well as network technology assumptions and the end-to-end QoS models that are expected. Typically, multiple alternative scenarios will be allowed for in each case - charging systems should invariably not be tied to specific network technologies.

          At this stage, certain assumptions define the project. We assume a multi-service network with differential charging for different levels of service. All partners are interested in how price can be used for managing the load on such a network and what the strengths and weaknesses are compared to traditional admission control approaches.

          Dynamic pricing raises numerous issues of acceptability, while also potentially giving customers more choice. Customers may prefer stability of price, quality or both during a session. On the other hand, the overriding customer interest might be immediate session start despite the price being high. Traditional admission control denies the customer the utility of a session at the time it is required. This is why the project agenda focuses on the various application-specific trade-offs between price, quality and admission control, and who should make these trade-offs.

          Requirements will be agreed and reported early in the project along with the agreed working assumptions. The final report of this work-package will update these initial assumptions in the light of the results of our experiments.

        3. System Integration
        4. The purpose of this task is to integrate the technology modules produced in Work-Package 5 (Pricing Mechanisms) and Work-Package 6 (Charging and Accounting System) in order to provide and support the infrastructure required to test users' responses to differential charging scenarios, and the reaction of the network to the users' responses.

        5. Trials and Experiments

        Small focus groups will be conducted throughout the task duration in order to gain feedback on likely reaction to specific aspects of the work. Also, basic hypotheses assumed in the modelling and requirements task will be investigated experimentally. This task aims to provide initial validation of our fundamental project motivation, that user reactions to pricing signals can be used to manage the supply of Internet services in a fashion useful to ISPs. These results will provide the justification that the commercial partners need if they are to conduct large-scale field trials of end-customer behaviour - such large-scale market trials are not part of this project.

      3. Architecture (Work-Package 3)
      4. This task will take the requirements and assumptions from WP 2 (Requirements) and the initial models from WP 4 (Economic Modelling) and produce a high-level design. This work will include technology scanning and taking decisions on the underlying technology choices for the project. This will also provide for overall technical quality control of the development activity.

        This task will recommend which aspects of the system require standardisation, and which are open to competitive implementation. Such decisions are crucial to the take-up of the work in the industry. Preparation of any standards submissions forms part of the "Dissemination" Work-package.

        Taking the ideas outlined in the introductory architectural description of section 9.1.1 one level further, we can further justify the choice of work-packages and their deliverables by showing that they can be used for inter-provider pricing and charging as well as for integrating with higher level commerce systems. (It must be emphasised that the Architecture Task is required for detailed validation and definition of these modules).

        The architecture in Figure 1 is not just useful for representing the customer-provider relationship at the network edge. It can also represent the relationship between network providers. In this case the 'customer application', AMc, would be just another network service in a chain ending eventually at an edge-customer, but otherwise the architecture is recursive as shown in Figure 2.

        Figure 2 Inter-provider relationship as a recursive version of the architecture

        The same architecture used for inter-ISP charging can represent a corporate or University network where inter-departmental charging is required.

        Note that the granularity of accounting will be very coarse between providers, compared to potentially fine-grained (but still very highly aggregated) accounting for edge customer usage. Strict adherence to the edge-pricing model keeps the system scalable by isolating each customer/provider interface from the choice of granularity at other interfaces. As long as all customers are usage-charged for both sending and receiving by the network providers at all edges, both multicast and unicast charging can be achieved very scalably. Thus for real-time billing, in contrast to the SUSIE project, the charging system is confined to isolated per-customer views, rather than attempting to collate real-time data for all customers of a dynamic multicast session, for instance. Unlike in the PSTN, any re-apportionment of charges between edge-customers will be priced and cleared through an end-to-end clearing capability set up by and for the session in question rather than iteratively along the same chain of providers as the data flow. Adherence to these principles isolates core providers from the need to meter the detail of individual flows at their boundaries.

      5. Economic Modelling (Work-Package 4)
      6. This work package will provide the economic models for the Internet service market that will drive the whole project. Figure 3 shows the dependency diagram between the main economic (dark) and technical (light) parameters of the microeconomic model of an ISP. Although all parameters are intrinsically linked, we can separate into two concerns - a cost model that is primarily technical and a business model that is primarily economic. This split, shown in Figure 3 in miniature, sets the divide between two independent sub-tasks, with a third considering the wider view of the global effects of the behaviour of all ISPs.

        Figure 3 ISP microeconomic models

        1. ISP Cost Model
        2. The ISP Cost Model captures the nature of the costs that underlie any Internet communication and how these costs vary with respect to the total quality demands being placed on the system. The ISP Cost Model establishes parameters which must be considered by the ISP Business model.

          Initially the model will be populated with data from existing communications services, as provided by our industrial partners who are currently providing ISP services. The Trial will enable us to refine the data and our model.

        3. ISP Business Model
        4. The business model considers the likely shape of demand for network services in a multi-service environment. It will include variables for customer sensitivity to price changes, which may depend on the customer's target market segment or socio-economic criteria.

          Taken together, the ISP Cost and Business Models allow prediction of the size of the future communications services market under different scenarios. The models will have lasting benefit as new scenarios arise to exercise them. It should then be possible to predict the behaviour of the Internet as a total system, at least at a high level.

        5. Market Models

This task will model the interaction of the economic agents for a range of charging schemes, opportunities for arbitrage and the likely evolution of charging schemes driven by technological development and competition. A suitable model will need to assess:

For self-managing networks using congestion pricing, a detailed analysis is required, including analysis of time-lag and stochastic effects in networks across a range of topologies and scales.

      1. Pricing Mechanisms (Work-Package 5)
      2. This work package is concerned with developing the technology needed to implement and manage multi-service pricing. It is also important that we also show how pricing mechanisms can be built into the existing Internet as an addition rather than requiring any significant change in the underlying technology.

        1. Price Setting
        2. This task is concerned with constructing usage based prices. The prices will be derived from the ISP business model and may change according to changes in demand (as measured in the network) or in reaction to congestion (again as detected in the network). Thus prices reflect customer value and convey marginal costs of real-time resource consumption. It must be possible to implement a range of pricing strategies, depending on the market being addressed (inter-provider, business, consumer...) and the nature of the service offering.

        3. Price Communication
        4. The Price Communication task will design and build appropriate mechanisms for communicating pricing information in a generic fashion to the user network. For instance, congestion pricing schemes described in section 5.2 use explicit congestion notification marks on packets to modify the price, but these also require the unmodified price to have been previously announced by other mechanisms.

        5. Price Reaction

        This task will generate the mechanisms for users, including user applications and ISPs to respond to the pricing signals communicated by the previous task, thus creating an overall engineering solution to charging. The response to price changes will be under policy control, therefore, if the party paying is different from the person using the edge-device (e.g. within corporations), the correct behaviour can still be assured as long as the payer's policy constrains the user's policy. The major effort here is to produce APIs suitable for a variety of user or application situations and linking between the user/application and the Charging and Accounting System.

      3. Charging and Accounting (Work-Package 6)
      4. This task will design then build systems to measure service usage and to charge according to the prices communicated as described in WP5. The aim will be to ensure that the accounting system is as generic as possible, with the ability to 'plug in' appropriate meters that are specialised to measure different aspects of the network and of services provided over the network. Ways of hugely improving the efficiency of metering very large numbers of events (packet granularity) have already been introduced in the architectural discussions. Whether such efficiency is possible will depend on trading off requirements set in WP2. The problem of attributing usage to individual entities will be addressed. This is a particular challenge in the case of multicast. However, the problem is tractable if the inter-provider accounting principles described under section 9.1.3 are adhered to.

        A common mistake when designing charging systems is to attempt to usage-charge for higher level services using the same system and configuration as has been optimised for network charging. Because higher level services are typically provided end-to-end, each type of session typically requires a specialised accounting system. The project scope does not include building higher level charging systems, but we will demonstrate that the network charging system can provide suitable per-session real-time accounting reports (receipts) and accept payments from arbitrary sources. This will test whether we can interwork with higher level charging systems developed by certain of the partners.

        Security mechanisms will have to be incorporated into the system both to avoid fraud and also to address the important distinction between measuring requests for network service and measuring actual delivered service in a way that can be trusted by customers.

        It should be noted that billing as such is not a focus for this project. Our goal is to produce billing information that can be used by well-established existing mechanisms.

      5. Dissemination (Work-Package 7)
      6. This work-package (which will be managed as part of the overall project management) is established to provide focus and resources for the various publicity, dissemination and standardisation activities which are necessary for a project so have successful impact.

        The objectives of this work-package are to make M3I recognised as a key initiative in establishing European leadership in the development of a standard multi-service usage billing infrastructure. To achieve this, the initial goal will be to raise the visibility of the M3I project within the FV programme and to establish it as a flagship project
        within the programme. Liaisons will be established with other key Fifth Framework
        projects (hopefully within some sort of cluster group). In parallel, M3I will start raising its visibility within the industry at large, thus contributing to the visibility of the Fifth Framework programme itself.

        This Work-package also provides the effort for preparation of any standards proposals, as recommended by the Architecture Work-package. The project's standards approach will include not only what should be standardised, but allow us to work with whatever channel or organisation is most appropriate for the topic, and to recommend (at least in outline) contents of the standards.

      7. Project Management (Work-Package 1)
      8. The Project will be managed according to established methods based on the PRINCE (Projects IN a Controlled Environment) methodology, an emerging standard. The main leadership will be split between the two main industrial partners. One (with current experience of managing Esprit projects) will provide the Project Director, working through a Management Committee for overall management and control, and the other partner (active in IP-based service provision) will provide the Project Technical Director, working through a Technical Committee to provide technical authority and direction.

        We will manage the project on a cycle of deliverables in line with the six-monthly External Reviews, and also use these Reviews to gain feedback on the continuing validity of our work, in the light of the rapidly changing business and technical environment which the "Internet" represents.

        A successful project will depend on an open and flexible system for communication and information interchange between all partners working towards a similar goal, as well as interested partners not directly involved in the work-package or task. We will establish a project server to facilitate this. We also intend to promote the establishment of small working groups to ensure good links between the various work-packages, or as otherwise required.

      9. Assessment and Evaluation (Work-Package 8)

In line with the requirements of the Fifth Framework Programme we have established this work-package explicitly to monitor progress towards our goals. Assessments will be carried out in the main by one of our academic partners skilled in managing research, and evaluation will be entrusted to our Advisory Panel (see section 9.7.3.2).

    1. Work-package List
    2. B1.

      Workpackage list

                     

      Work-package
      No

      Workpackage title

      Lead
      contractor
      No

      Person-months

      Start
      month

      End
      month

      Phase

      Deliv-erable
      No

      1

      Project Management

      P1

      37

      0

      24

       

      6, 9, 14, 17

      2

      Requirements and Validation

      P6

      88

      0

      23

       

      1, 10, 15

      2.1

      Requirements

      P6

      33

      0

      3

       

      1

      2.2

      System Integration

      P1

      22

      7

      22

       

      10

      2.3

      Run Trials and Experiments

      P6

      33

      4

      23

       

      15

      3

      Architecture

      P2

      37

      2

      10

       

      2

      4

      Modelling

      P3

      127

      1

      24

       

      7, 8, 11, 16

      4.1

      ISP Cost Modelling

      P4

      42

      1

      10

       

      7, 16

      4.2

      ISP Business Modelling

      P3

      42

      1

      12

       

      8, 16

      4.3

      Market Modelling

      P2

      43

      1

      24

       

      11, 16

      5

      Pricing Mechanisms

      P5

      74

      3

      21

       

      3, 12

      5.1

      Price Setting

      P5

      32

      3

      21

       

      3, 12

      5.2

      Price Communication

      P5

      29

      3

      19

       

      3, 12

      5.3

      Price Reaction

      P2

      13

      3

      21

       

      3, 12

      6

      Charging and Accounting

      P4

      46

      3

      21

       

      4, 13

      7

      Dissemination

      P1

      22

      6

      24

       

      5

      8

      Assessment and Evaluation

      P3

       

      0

      24

       

      as WP 1

                     
       

      TOTAL

       

      431

             

       

       

       

    3. Work-package Descriptions
      1. Work-Package 1: Project Management
      2. Work-package number:

        1 (Project Management)

        Start date or starting event:

        Month 0

        Participant number:

        P1

        P2

        P3

        P4

        P5

        P6

           

        Person-months/participant:

        15

        3

        2

        2

        2

        2

           

         

        Objectives

        This Work-package guarantees the success of the project through efficient and effective management of the resources allocated to this project, together with the achievement of agreed objectives.

         

        Description of work

        co-ordinate the project activities; produce the CEC reports; resolve issues between partners and with the CEC; co-ordinate information dissemination; define resource management plans; monitor and ensure adherence to plans; ensure production of deliverables; ensure inter-project communication and cooperation

        Timing: this work will be on-going throughout the project

         

        P6: Responsible for meeting reporting and review requirements as an individual partner

        Deliverables:

        D6: Project Progress Report 1: including Requirements and Design

        D9: Project Progress Report 2: including Architecture and Prototypes

        D14: Project Progress Report 3: including System Integration

        D17: Project Final Report: including Experiments and Trial

         

        Milestones and expected result:

        External Review 1: All reporting as required - project has attained expected status with requirements and design established

        External Review 2: All reporting as required - project has attained expected status with technology prototypes available

        External Review 3: All reporting as required - project has attained expected status with prototype systems built, trials going live

        Final Review: All reporting as required - project has attained expected status with results of trials available

         

      3. Work-Package 2: Requirements and Validation
      4. Work-package number:

        2 (Requirements and Validation)

        Start date or starting event:

        Month 0 for preparation of Requirements

        Month 4 for design of Trials

        Month 7 for system design

        Participant number:

        P1

        P2

        P3

        P4

        P5

        P6

           

        Person-months/participant:

        22

        21

        3

        12

        5

        22

           

         

        Objectives

        This Work-package generates the requirements from the users (both providers and customers), integrates the prototype systems and runs trials and experiments to test the assumptions and evaluate the results of the project. The trials will demonstrate the technical viability of the technology developed within realistic scenarios. The trials will investigate the technical and business implications of introducing differential charging for services.

         

        Description of work

        Task 2.1: Requirements - Generate the requirements and detailed trial and experiment scenarios

        Task 2.2: System Integration - Perform systems integration of the technology modules

        Task 2.3: Trials and Experiments - Run trials and perform experiments

        Timing: work on Requirements will begin immediately at the start of the project. First results by end of month 3, validated after system integration. Trials and Experiments defined during months 4-7 after availability of Requirements. They will be executed starting from availability of the Cost and Business Models (month 10) through to the end of the project. Systems integration is an iterative process in parallel with WP 4, 5 and 6. The operational system will be available from month 16, refined during the remainder of the project.

         

        Partner Contributions:

        P1: As supplier, contribute to definition of requirements (2.1). Build and support project test-bed. Lead the System Integration activity (2.2). Support test-bed execution (2.3).

        P2: As service operator, contribute to the definition of requirements (2.1). Advise on implementation requirements for integration (2.2). Provide human factors expertise for design of trials (2.3).

        P3: Contribute to definition of requirements, on the basis of market information on users (2.1).

        P4: Contribute to the definition of requirements on the basis of past experience in the area of charging systems (2.1). Contribute to system integration and test, particularly concerning integration of technology modules for the cost system (2.2). Provide input from cost module design for the trials (2.3).

        P5: Contribute to system integration and test, particularly concerning low-level software systems developed by this partner (2.2). Support software during trials (2.3)

        P6: Lead WP. Contribute to the definition of requirements as a network operator and ISP, to ensure applicability and relevance of the work undertaken (2.1). Advise on implementation requirements for integration (2.2). Run the testing, validation and practical experimentation activities (2.3).

         

        Deliverables

        D1: Requirements Specifications

        D10: Integrated Trial Test-bed Systems

        D15: Report on Trials and Experiments

         

        Milestones and expected result

        External Review 1: Requirements and Trial Scenarios

        External Review 3: Prototype systems built, Trial going live

        Final Review: Report of Trial and Experiments

         

      5. Work-Package 3 - Architecture

Work-package number:

3 (Architecture)

Start date or starting event:

Month 2

Participant number:

P1

P2

P3

P4

P5

P6

   

Person-months/participant:

6

10

5

6

5

5

   

 

Objectives

This Work-Package will investigate the technology options for the overall system, make and document technology choices and produce the "Technical Architecture and Overview" document that will form the basis for system development. Report on Standardisation opportunities.

 

Description of work

  • Define terminology applied in Internet Charging and Accounting
  • Design major components for a generic architecture, independent of underlying technology (but bound to Internet technology, such as IP protocols)
  • Define abstract interfaces between components and the specification of their interoperation
  • Scan and evaluate existing and emerging technology options for software under development ensuring that all work remains relevant as the technical environment evolves. Perform risk assessment of the implications of emerging technologies, and of technology choices for the project
  • Ensure that any underlying technology components used are open and commercially supported for exploitable implementation
  • Maintain overall technical quality control of the development activity
  • Recommend standardisation opportunities (see WP 7 "Dissemination" for execution)
  • Maintain Architecture and Technology documents as the project, and the technical environment, evolve.

Timing: this work will begin after initial discussion of requirements (WP 2.1). The basic technology choices will be taken and documented (D2) by month 4. This document will be refined during the system development phase (to about month 10). It will be validated during the Trials from month 19.

 

Partner Contributions:

P1: Contribute (including contribution of pre-existing know-how) to the lower levels of the architecture, in particular monitoring, metering, collecting and charging.

P2: Lead WP. Ensure consistent overall architecture. Provide pre-existing know-how for all levels of the architecture, and especially for pricing mechanisms.

P3: Contribute to definition of architecture that complies with the business models developed in WP4, and can be implemented with current network technology. Specifically, validate the architecture in terms of the requirements of the business models by considering a small set of paradigms that span the models of WP4.

P4: Define consistent terminology to be applied in the project. Contribute to the architecture definition (particularly for the charging and accounting systems) with a view to development work in WP5 and 6.

P5: Contribute to the architecture definition (particularly network systems) with a view to development work in WP5 and 6.

P6: As operator and ISP, provide pre-existing know-how for all levels of the architecture, and design specifications of interfaces for WP 5.3.

 

Deliverables

D2: "System Architecture and Overview" document (as amended during the project life)

 

Milestones and expected result

External Review 1: Initial "Technical Architecture and Overview" document

Later Reviews: Updated documents as needed

 

      1. Work-Package 4: Economic Modelling
      2. Work-package number:

        4 (Economic Modelling)

        Start date or starting event:

        Month 1

        Participant number:

        P1

        P2

        P3

        P4

        P5

        P6

           

        Person-months/participant:

        8

        23

        24

        18

        8

        16

           

        Objectives

        This work-package will provide the models that will allow decisions to be taken on pricing structures, business models, and the feedback effects on the performance of the system that will result from applying these models to the market.

         

        Timing: this work will begin as soon as the project commences. Models, together with their software implementation will be available by month 12. They will be refined and populated with actual data as the Trials proceed, through to the end of the project.

        Partner Contributions:

        P1: On the basis of experience as a current business supplier to ISPs, contribute to the costing and business models (4.1, 4.2).

        P2: On the basis of experience as an operator, contribute to the costing and business models (4.1, 4.2). Provide pre-existing know-how in market management of large scale distributed systems and traffic analysis for WP 4.3 and lead this sub-WP.

        P3: Lead WP and sub-WP 4.2. Investigate the use of various cost models for ISPs. Construct ISP infrastructure models, decide on the use of appropriate definitions for cost (4.1). Investigate the issue of producing a model that specifies the interaction between ISPs and is consistent with the business models. Consider the various markets and the possible mechanisms for transactions. Relate business models to cost models (4.2). Use mathematical tools to analyse the results of interactions between various agents (from WP 4.2). Analyse the stability issues related to prices and the time-scales of price fluctuations (4.3).

        P4: Lead sub-WP 4.1. Establish the cost model for ISPs on the basis of parameters for technical performance (input also from other partners) and parameters from the business model. Develop an example where data from existing communication services are utilised and the suitability of the cost model can be shown. Participate in the trials that will allow for refinement of this model, and tuning based on real-world data.

        P5: Contribute to ISP cost modelling (WP 4.1) with expertise on low-level system requirements for support of certain QoS characteristics and extracting and communicating price information. Check assumptions about business and market modelling against real conditions of packet transport.

        P6: As an ISP, contribute to development of the cost model (4.1). Analyse business models for services in multi-service networks. In parallel, investigate optimal technical solutions for the accounting of these services in the network (4.2). Contribute to the market studies for sub-WP 4.3.

         

        Deliverables

        D7: ISP Cost Model prepared

        D8: ISP Business Model prepared

        D11: Global interaction models prepared

        D16: Models populated with actual data and refined as a result of Trials

         

        Milestones and expected result

        External Review 2: ISP Cost Model and ISP Business Model created, documented

        External Review 3: Global Interaction Models created, documented.

        Final Review: Models verified by Trials

         

         

      3. Work-Package 5: Pricing Mechanisms
      4. Work-package number:

        5 (Pricing Mechanisms)

        Start date or starting event:

        Month 3

        Participant number:

        P1

        P2

        P3

        P4

        P5

        P6

           

        Person-months/participant:

        9

        18

        8

        4

        24

        8

           

         

        Objectives

        This work package will develop the technology modules that are necessary to set, communicate and react to price in order to manage load.

         

        Description of work

        Task 5.1: Price Setting - Develop tools for setting prices including price related data gathering.

        Task 5.2: Price Communication - Develop mechanisms for communicating them to users (persons or applications)

        Task 5.3: Price Reaction - Develop API's to enable user applications to respond to pricing information

        Timing: this work will begin after initial Architecture decisions are taken (month 3, WP 3). It will then be an iterative development in parallel with WP 6. Initial software design will be completed by month 6, modules incorporated in the operational system by month 16, then updated as a result of the trials during the remainder of the project.

         

        Deliverables

        D3: Design of "Pricing Mechanism" tools

        D12: Integrated Pricing System

         

        Partner Contributions:

        P1: Lead the work to build tools for price setting and general business planning, together with incorporation of feedback (5.1).

        P2: Lead sub-WP 5.3. Provide pre-existing know-how on client-based price reaction middleware.

        P3: Address the open issue of converting congestion signals to actual price values (5.1). Analyse the feedback loop that prices implement, and assumptions about the utility function of users (5.2).

        P4: Contribute pre-existing know-how on pricing differentiated services to the mechanisms for price setting and price communication (5.2). Investigate price communication methods, according to the Internet services models considered (5.3).

        P5: Lead WP together with sub-WP 5.1 and 5.2. Responsible for software design and development for implementation of price setting based on current network state and based on the QoS characteristics delivered to application flows. This involves modifying the operating system kernel responsible for packet forwarding in order to tag packets and query queues, as well as modifying reservation protocols and bandwidth brokers in order to gather and communicate data.

        P6: Contribute practical experience to ensure the closed economic feedback loop of service deployment and charging is as efficient as possible. Contribute to development of the mechanism for conveying to the user (human or application) information relating to usage and charges (5.3).

         

        Milestones and expected result

        External Review 1: Software design of deliverables

        External Review 2: Prototypes of deliverables available

        External Review 3: Integrated Pricing System

        Final Review: Pricing System verified by Trials

      5. Work-Package 6: Charging and Accounting

Work-package number:

6 (Charging and Accounting)

Start date or starting event:

Month 3

Participant number:

P1

P2

P3

P4

P5

P6

   

Person-months/participant:

2

16

7

16

10

0

   

 

Objectives

This work package will develop the technology modules necessary to allocate charges to customers on a session by session basis in real-time rather than batch.

 

Description of work

  • Produce design and requirements for the charging system including the tools to measure the level and type of service delivered. The usage information gathered will be usable by existing billing mechanisms.

Timing: this work will begin after initial Architecture decisions are taken (month 3, WP 3). It will then be an iterative development in parallel with WP 5. Initial system design will be completed by month 6, with the operational system available in month 16. The system will then be subject to modification in the light of the trials during the remainder of the project.

 

Partner Contributions:

P1: Provide test-bed support for the development activity. Provide pre-existing know-how in the form of existing products and technology, and

P2: Proved pre-existing know-how in measuring and metering QoS, and non-repudiation of results.

P3: Investigate accounting issues related to interconnection charging between providers, especially implementation of interconnection agreements and cost of implementing various interconnection models. Investigate these issues in the context actually used in peering between ISPs, as currently implemented in internet exchange nodes

P4: Lead WP. Develop generic components of a charging and accounting system, in accordance with the overall architecture. Together with other partners, develop price setting and communication methods (defined in WP 5) and interfaces to enable accounting for data acquisition tasks relevant to the ISP cost model in an operational system.

P5: Contribute to the design and development of the of the charging and accounting system, particularly the interactions and interfaces with the underlying system components

P6: No significant development activity planned. Requirements and test of results are provided from WP2.

 

Deliverables

D4: Accounting System Design

D13: Real-time Network Accounting System interworking with Accounting System supplied by certain of the partners

 

Final Review: Accounting System verified by Trials

      1. Work-Package 7: Dissemination

Work-package number:

7 (Dissemination)

Start date or starting event:

Month 6

Participant number:

P1

P2

P3

P4

P5

P6

   

Person-months/participant:

4

4

2

1

4

4

   

 

Objectives

This Work-package provides material and effort for the dissemination of project results. The Work-package will be managed as part of the overall direction of the project.

 

Description of work

  • Create, update, maintain WWW site
  • Develop publicity material for the project
  • Prepare presentations and participate in events as agreed with the Project Officer
  • Prepare material and present results to the appropriate standards bodies in which the partners participate

Timing: this work will be on-going throughout the project, after the first public results (D2, Architecture) are prepared.

 

Partner Contributions:

P1: Lead WP. Maintain project web-site, manage preparation and production of publicity materials.

Present project as appropriate, including presentations to standards bodies

P2: Present project as appropriate, including visibility of (non-competitive) commercial advantages

P3: Present project as appropriate, including preparation of academic papers

P4: Present project as appropriate, including preparation of academic papers

P5: Present project as appropriate, including preparation of academic papers

P6: Present project as appropriate, including visibility of (non-competitive) commercial advantages

 

Deliverables

D5: this is a "place-holder" deliverable depending on the success of the project. It will include such things as: presentations, exhibits and papers; material for consideration as standards; public web-site reflecting the current state of the project; publicity materials for the project.

 

Milestones and expected result

External Review 1: Public Web-site for Project Established

Later Reviews: Public Presentations and Standards work as appropriate

 

      1. Work-Package 8: Assessment and Evaluation

Work-package number:

8 (Assessment and Evaluation)

Start date or starting event:

Month 0

Participant number:

P1

P2

P3

P4

P5

P6

   

Person-months/participant:

3

3

6

1

2

1

   

 

Objectives

Together with WP1, this Work-package guarantees the success of the project through continuous objective assessment of progress towards the achievement of agreed objectives.

 

Description of work

Monitor results of the project and compare with stated goals. Submit results and claims of progress to external advisory panel for peer review.

Timing: this work will be on-going throughout the project

 

Partner Contributions:

P1: Participate in assessment as defined

P2: Participate in assessment as defined

P3: Lead WP. Participate in assessment as defined

P4: Participate in assessment as defined

P5: Participate in assessment as defined

P6: Participate in assessment as defined

 

Deliverables:

The results from this work-package will be included in the deliverables D6, D9, D14 and D17, the project Progress reports from WP1

 

Milestones and expected result:

External Review 1: Project has attained expected status with requirements and design established

External Review 2: Project has attained expected status with technology prototypes available

External Review 3: Project has attained expected status with prototype systems built, trials going live

Final Review: Project has attained expected status with results of trials available

 

 

    1. Deliverables List
    2. Del. No.

      Del. name

      WP no.

      Lead partici-pant

      Estimate person-months

      Del. type

      Security*

      Delivery (proj. month)

      1

      Requirements Specifications

      2.1

      TN

      36

      R

      IST

      6

      2

      System Architecture and Overview

      3

      BT

      31

      R

      Pub

      6

      3

      Design of "Pricing Mechanism" Tools

      5

      TUD

      24

      R

      IST

      6

      4

      Accounting System Design

      6

      ETHZ

      12

      R

      IST

      6

      5

      Public Web-Site for project established

      7

      HPLB

      22

      O

      Pub

      6

      6

      Project Progress Report 1: including Requirements and Design

      1

      HPLB

      9

      R

      Int

      6

      7

      ISP Business Model

      4.2

      AUEB

      36

      R

      Pub

      12

      8

      ISP Cost Model

      4.1

      ETHZ

      36

      R

      Pub

      12

      9

      Project Progress Report 2: including Architecture and Prototypes

      1

      HPLB

      9

      R

      Int

      12

      10

      Integrated Trial Test-bed Systems

      2.2

      HPLB

      42

      P

      IST

      18

      11

      Global Interaction Models

      4.3

      LR

      36

      R

      IST

      18

      12

      Integrated Pricing System

      5

      TUD

      50

      O

      IST

      18

      13

      Real-time Network Accounting System interworking with Session Accounting System

      6

      ETHZ

      34

      P

      Int

      18

      14

      Project Progress Report 3: including System Integration

      1

      HPLB

      9

      R

      Int

      18

      15

      Report on Trials and Experiments

      2.3

      TN

      10

      R

      Pub

      24

      16

      Economic Models populated with actual data

      4

      AUEB

      19

      O

      Int

      24

      17

      Project Final Report: including Experiments and Trial

      1

      HPLB

      10

       

      R

      Pub

      24

      *Int. Internal circulation within project (and Commission Project Officer if requested)

      Rest. Restricted circulation list (specify in footnote) and Commission PO only

      IST Circulation within IST Programme participants

      FP5 Circulation within Framework Programme participants

      Pub. Public document

    3. Project Planning and Timetable
    4.  

      Deliverable number n: see section 9.4. The main milestones of the project are the External Reviews, indicated here by Deliverables 6, 9, 14 and 17 which are the Progress Reports for the Reviews.

      The project will develop technology using iterative processes: one bar on the chart may represent multiple rounds of prototyping and refinement in the light of the trials. For more information on the phasing and dependencies of the various work-packages see "Timing" under "Description of Work" for the work-package in section 9.3.

       

       

    5. Graphical Presentation of Project Components
    6. Project Management
      1. General
      2. Hewlett-Packard Ltd takes on the role of Project Co-ordinator. This work will be performed by HP’s European Projects Office, set up at the end of 1996 to co-ordinate all of Hewlett-Packard’s work on collaborative research projects in Europe. This Office is co-located with HP Labs in Bristol England.

        We identify two key roles in project management: Project Director and Project Technical Director. The Project Director will be Mr Sandy Johnstone, HP’s European Projects Office Manager, who set up this office after a career in consultancy and IT management in Eastern Europe and the Netherlands. The Project Director has overall responsibility for co-ordination of the projects, and for liaison with the CEC Project Officer. The Project Technical Director acts as technical authority with overall responsibility for the technical direction of the project: this task will be undertaken by Mr Robert Briscoe of BT Research.

      3. Supervisory Board, Management and Technical Committees
      4. The partners intend to establish a management structure consisting of Supervisory Board, Management Committee (MC) and Technical Committee (TC). The responsibilities of these groups are defined below.

        1. Technical Committee
        2. The Technical Committee is the forum for discussion of technical issues and planning. It is responsible to the MC for the review and approval of all technical deliverables. In addition, the TC identifies the necessity for workshops and performs the related arrangements. The TC will be chaired by the project’s Technical Director, Mr Briscoe. The members of the TC will be the leaders of the work-packages, plus one technical representative from any partner which is not leading a work-package. Work-package leaders are responsible for delivering the results of their work-package. The TC will meet frequently, as required by the technical demands of the project.

        3. Management Committee
        4. The Management Committee is responsible for establishing, executing, and monitoring the project and for ensuring timely reporting and delivery of results. The MC approves, authorises, amends and reviews matters concerning execution of the workplan. These include external communications; intellectual property rights (IPR) matters; recommendations from the TC; budget allocation and matters of financial control. Exploitation of project results is a key responsibility of the MC. The MC is the point of escalation for any conflicts which cannot be resolved by the TC. The membership will consist of one Management Representative from each partner. The Project Director is ex officio a non-voting member of the MC. The Project Technical Director, who is also ex officio a member of the MC will double as the BT representative. The MC will elect a chairman from among its members.

          Partner Management Representatives are responsible for delivering the contribution of their organisation to each work-package and task. It is agreed that partner Management Representatives can also be Work-package Leaders, in order to reduce the number of people involved in managing the project and improve communication.

          The MC intend to work by consensus, failing which it will take decisions by voting, each contractor having one vote.

          We expect that the MC will meet at least every three months.

        5. Supervisory Board

        The Supervisory Board will consist of one executive or professorial level representative from each participant. The Project Director and the Chairman of the MC are ex officio members of the Supervisory Board, which will elect a chair for each meeting.

        The functions of the Supervisory Board are to ensure that the partners give continued support and adequate resourcing to the project; to sponsor and promote the results of the project; to act as a point of escalation, should serious conflicts arise during the project.

        The senior managers nominated as members of the Board are:

        Hewlett-Packard Laboratories: Dr David Dack, Director

        BT Research: Richard Nicol, Head of Advanced Communications Research

        Eidgenössische Technische Hochschule Zürich: Bernhard Plattner, Professor of Computer Engineering

        Darmstadt University of Technology: Ralf Steinmetz, Professor of Industrial Process and System Communciations

        Telenor: Rolf-Bjorn Haugen, Director of Research

        Athens University of Economics and Business: Prof George Venieris, Vice-Rector

        The members of the Supervisory Board will be copied on Project Reports. Meetings of the Supervisory Board will be called by the Management Committee as a whole for reasonable cause, or by any one of the Partners through the Supervisory Board member for that Partner, in the event of escalation of an issue which has not been resolved by the Management Committee to the satisfaction of that Partner.

      5. Project Reviews
        1. External Reviews
        2. The partners are very conscious that the "Internet" is a fast-moving concept, both technically and in business terms. Accordingly, we have structured the project to ensure regular completion of deliverables on a cycle in line with the six-monthly External Reviews. We will use the Reviews not only as a review of current progress, but as an opportunity to verify the continuing business and technical validity of the project, and to agree revisions to the work-plan should that be necessary.

        3. Advisory Panel

        The partners have found on past projects that it is valuable to have a panel of external referees with whom we can discuss the on-going technical and business relevance of the project. We intend to establish such a team, with world-wide participation, and are in discussion with several groups in Europe, in Canada (Lorne Mason of INRS) and Professor Pravin Varaiya of University of California, Berkeley who has already agreed to help us.

        We will use this team to examine the results of the Assessment Work-package to enable us to monitor progress towards our project goals.

      6. Communications and Information Flow
      7. The participants intend to establish a secure project server with work-group capability as the central repository and access point for all internal project related information. A secure system running AltaVista Forum is available for the use of the project. Routine communications will be by e-mail. Between project meetings, we expect to organise regular tele-conferences. It is the Partners' experience that to maintain project momentum it is useful to hold a tele-conference with all partners every three or four weeks (naturally in addition to bi-lateral contacts).

        External communications will be via a public web-site to be set up and maintained under the "Dissemination" Work-Package. A web server is available for the use of the project.

      8. Quality Control
      9. The project will be run under a Quality Management System successfully used in other EU collaborative projects (most recently Project "MultiPLECX" EP 26810 where Mr Johnstone also acts as Project Director). This QMS is based on the "PRINCE" (PRojects IN a Controlled Environment") methodology, which is approved by the UK Government for all IT related projects.

        Technical Quality Control will be monitored as part of the "Architecture" Work-Package.

      10. Consortium Agreement

The project management structure and processes will be further detailed in a consortium agreement, to be signed by the partners before the project commences. A draft agreement, based on the partners' experience in previous projects has been circulated for discussion.

 

  1. Appendix A: Consortium Description
    1. Overview of the Consortium
    2. Participant

      Role in the Project

      Hewlett-Packard Ltd, Bristol UK

      Supplier of computer systems to the Telecomms industry.

      Project Coordinator

      Overall responsible for running the project. Responsible for Prototype System Integration.

      BT, GB

      Telecomms Operator and Internet Service Provider

       

      Project Technical Authority

      Overall responsible for System Technical Architecture. Responsible for "Price Reaction" - linking charging to User/Applications

      Athens University of Economics and Business, GR

      Business University with expertise in business modeling.

      Overall responsible for Modeling, with specific responsibility for ISP Business modeling.

      Eidgenössische Technische Hochschule, Zürich CH

      Technical University with expertise in architectures for multimedia communications, including charging.

      Overall responsible for Charging and Accounting System. Responsible for ISP Cost Modeling

      Darmstadt University of Technology DE

      Technical University with expertise in Quality of Service in distributed systems.

      Overall responsible for Pricing Mechanisms. Responsible for network layer technology and its inter-operation with charging systems to support sophisticated business models

      Telenor, Oslo NO

      Telecomms operator and Internet Service Provider

      Overall responsible for "Requirements and Validation", with specific responsibility for Requirements and for "Trials and Experiments".

       

    3. Individual Partner Descriptions
      1. Hewlett-Packard Ltd (HP European Laboratories), Bristol UK (Coordinator)
        1. Organisation Description
        2. The Hewlett-Packard Company (HP) is a leading global manufacturer of computing, Internet and Intranet solutions, services, communications products and measurement solutions, all of which are recognised for excellence in quality and support.

          HP has been operating in Europe since 1959 with the opening of its first manufacturing facility outside Palo Alto, California, at Böblingen near Stuttgart, Germany. From the outset, HP aimed to be a European citizen and have a balanced presence. The company has deliberately sought to grow, not only by relying on its marketing, but by actively investing in European manufacturing and R&D operations. For fiscal year 1997, HP reported a European turnover of nearly Euro 15 billion, 33% of world-wide sales. After 40 years in Europe, HP employs close to 25,000 people in fields ranging from R&D, manufacturing, sales and support. HP has substantial manufacturing operations in France, Germany, Ireland, Italy, Spain, the Netherlands and the United Kingdom - altogether 18 manufacturing operations in 10 sites. They are world-wide centres for client/server computer systems, workstations, personal computers and peripherals, test and measurement equipment and medical and analytical products and systems.

          HP Laboratories is Hewlett-Packard's central research organisation and its innovation engine. Its dual missions are to help HP remain successful in current businesses while creating new business opportunities through technology innovation. Hewlett-Packard European Laboratories were established in Bristol, England in 1984, and currently employ around 200 researchers, with research projects focussed on Personal Appliances, Communications and Platforms for E-Business.

          HP Laboratories has made many contributions in the areas of communications and e-commerce: current work in these fields includes participation in the TEN-Telecom Project "TTT-NET" (TEN 45615) on the feasibility of implementation of new Voice-over-IP services, and "MultiPLECX" (EP26810) on secure complex transactions.

        3. Participant CVs

        Sandy JOHNSTONE BSc: currently Manager of HP's European Projects Office with overall responsibility for all of HP's participation in EU Framework research. Mr Johnstone has held this position since November 1996. Previous posts include: Manager responsible for Training and Development of HP's Computer Consultancy Organisation in Europe (1986-1996); Information Systems Manager HP Northern Europe (1984-1986, based in Amsterdam); Customer Support Manager for Test and Measurement Products, HP Northern Europe (1981-1984); Customer Support manager for Computer Products, HP East/Central Europe (1976-1981, based in Vienna). Mr Johnstone is currently Project Director for Project MultiPLECX (EP26810) and was previously chairman of the Executive Committee of Project E2S (EP20563) on secure internet transactions.

        Dr Huw Oliver: studied Mathematics at Cambridge University (1977-1980) where he received the MA degree. He received his MSc (1985) and PhD (1988) in Computer Science at the University College of Wales, Aberystwyth. He was Research Associate at University College Wales during 1988 and joined Hewlett-Packard Laboratories, Bristol in 1989 to work on Software Development Environments. In 1992 he moved to HP's Software Engineering Systems, Colorado turning the software development technology into product. In 1993 he returned to HP Labs, Bristol as Senior Member of Technical Staff and worked on real-time fault tolerant telecommunication systems. From 1996 to 1998 he worked on the ACTS "ReTINA" (Real-Time TINA-compliant Distributed Processing Environment) project including an appointment as Senior Visiting Research Fellow at Lancaster University. He has worked as Technical Reviewer of a European ESPRIT project and is currently Manager of Hewlett-Packard's Internet Research Institute.

      2. BT, Ipswich GB
        1. Organisation Description
        2. BT is an international telecommunications and Information Technology group with a turnover of about £18.2 billion in 1998/9. BT is one of the world's leading suppliers of fixed and mobile communications services. In the UK, we support around 27 million customers' lines and, through our 60 per cent stake in BT Cellnet, over three million mobile connections. Our main services are providing applications, services and networks on a local, national, and international basis for residential and business users in the areas of voice, data and multimedia, through fixed, mobile and Internet communications. For further details see http://www.bt.com

          BT R&D: BT's main research site occupies 40 hectares at Martlesham Heath in Suffolk, some 70 miles north of London. Approximately 4,000 people are based there; including 700 people dedicated to researching future technologies, systems, networks and services.

          BT spent £268 million on R&D in 1998/99 this includes £54 million invested in longer-term corporate research. Of this around 75% stays with our in-house researchers, the remainder being invested in pre-competitive, university and other collaborative research initiatives including European funded programmes. BT is an active participant in European collaborative R&D both through its shareholding in EURESCOM GmbH and through its participation in EU Framework Programmes. BT has participated in all the EU Framework Programmes, mainly in the telecommunications and IT Specific Programmes. In the 4th Framework Programme, BT participated in a total of 23 projects in the ACTS, ESPRIT and Telecommunications Applications Programmes.

        3. Participant CVs

        Bob Briscoe, MA Cantab. In the mid-1980s Bob Briscoe managed the transition to IP of many of BT's research networks. Later, he represented BT on the HTTP working group of the IETF and other application layer working groups. He was BT's representative on the ANSA consortium, a successful industrial consortium that grew from an early ACTS project and resulted in the creation of the OMG and CORBA. His published research background is in platforms for global Internet commerce and the integration of Web and distributed object technologies. Since early 1997, he has led BT's team researching charging for Internet services. This covers charging for differentiated network transmission and for real-time Internet content sessions, especially over multicast. He has filed six patents in this field and published papers on scalable charging systems; managing network loading using charging; future business models suitable for connectionless networks; and scalable key management solutions for multicast. He is also studying for a part-time PhD on Internet charging at University College London.

        Mary Jones MSc is a Technical Group Leader in BT's Cognition and Perception Laboratory at BT Labs in Ipswich UK. Mary has over 10 years experience in a variety of technical roles including the design and running of formal psychology experiments and the design and evaluation of customer products including physical products such as payphones, speech dialogues and graphical user interfaces. This includes several years experience in assessing the usability and acceptability of web sites.
        Mary's current team consists of psychologists, social researchers and designers conducting qualitative and quantitative social research into consumer lifestyles. The Cognition and Perception lab contains people experienced in the design of formal experiments into multimodal perception and the factors influencing quality assessment. Mary is currently the BT project manager for Eurescom project P904 researching The Impact of Telework on the Quality of Life. She is also BT's practitioner representative on the British Computer Society HCI committee.

        Dr Mike Rizzo studied Computing and Mathematics at the University of Malta. In 1990 he joined the Computing Laboratory at the University of Kent, where he conducted research in the areas of human computer interaction and distributed office communications systems. Upon obtaining his PhD in 1996 he returned to the University of Malta as a lecturer, during which time he was also involved in setting up the University's Computing Service and establishing the Malta Internet Foundation. In 1998 he joined the Distributed Systems Group at BT Labs, where he is currently involved in projects related to Internet charging and session control.

        Jérôme Tassel, MSc, graduated from Kent University, UK. He has commercial experience in network management (for the UK National Health Service and the French Ministry of Defence) and software development for distributed systems (for the UK Ministry of Defence). He joined BT research in 1997 on a project looking at middleware to support large scale multicast multimedia communications. His current research interests lie in the engineering aspects of charging for multi-service IP, middleware for mobile devices and resource control both in the network and end points. He has published and co-published half a dozen papers in the field of network management, QoS control and charging for multi-service packet switched networks.

        Konstantinos Damianakis, MSc. in Distributed Systems from Kent University, UK, studying for a PhD on Virtual Organisational Transformations. He has technological expertise in using and charging for Quality of Service protocols. He joined BT research in 1997 on a project investigating Collaborative Virtual Environments and QoS issues. His research is currently focused on building customer software and mobile agents to assist dynamically priced charging environments in multi-service IP networks. He has co-authored a number of publications in this area.


         

         

      3. Athens University of Economics and Business, GR
        1. Organisation Description
        2. Athens University of Economics and Business (AUEB) is a dynamic institution of higher education in Greece, which was founded in 1920. It is divided into six departments: Economics, Business Administration, Informatics, Marketing and Operational Research, Statistics, International and European Economic Studies. Each Department offers first and Masters degree. The academic staff of the University is about 150 and the total number of students in the University approximates 5,000. The University also offers 5 MSc courses including an MBA and an MSc in Information Systems.

          Research, both theoretical and applied, has always been considered as one of the University's most important tasks and is mostly implemented through the Research Centre-Athens University of Economics and Business (RCAUEB). The purpose of RC AUEB is to co-ordinate and facilitate research by members of the University’s faculty, in collaboration with other university institutions, public entities and organisations, international organisations, etc. The area of research includes Economics, Management European Studies, Finance, Accounting, Marketing, Informatics, and Statistics.

          The Department of Informatics pays special attention to research, which is evident from the 15 Ph.D. students that are currently working on their Doctorates. There is also experience in international collaboration and exchange of research and teaching staff especially through the EC ERASMUS scheme, where the department has been actively involved in since1990. The Department has 4 special laboratories in the areas: Artificial Intelligence and Decision Support Systems, Data Bases and Information Systems, Networks and Distributed Systems, and Parallel Computing with an overall IT Investment of 1.5 Million ECU. The Networks and Distributed Systems laboratory is specialized in Internet and multimedia research, with emphasis in QoS provisioning and the integration with switching technologies such as ATM and Gigabit Ethernet. An important activity is targeted in pricing communication networks. Emphasis is given in pricing SLAs for Internet services, and a recent application was a project on designing the tariffs for the Greek Research and Academic Network. This is an IP network using an ATM backbone, which connects most Greek cities with large academic and research institutions.

          There is also a strong collaboration with the department of accounting and finance, specially in the area of telecommunications accounting and pricing. In the past years, the faculty from both departments has collaborated in conducting studies on behalf of the Greek regulator (National Telecommunications Commission) for determining the regulatory policy in relation to interconnection pricing and unbundling of the local access. Also there has been strong involvement in studies conducted for the Greek PTT concerning cost-based pricing of its services, including Internet services.

          Finally, we must stress the close synergy that exists with the E-commerce group. This is an extremely successful group that has been established since 1991. The group at the moment has 12 full-time researchers and is involved in more than 10 research projects financed by the EC or/and the Greek government, and has published a large number of scientific papers.

        3. Participant CVs

        Costas A Courcoubetis is Professor-designate at the Department of Informatics, Athens University of Economics and Business. He will take up this post on 1 September 1999.

        He is currently Professor at the Department of Computer Science, University of Crete, Heraklion, Greece. Other activities include acting as Head of Centre for Telecommunications and Networks, University of Crete, responsible for the planning, implementation and support of the complete networking infrastructure (local networks and backbone) of the University of Crete located at Heraklion and Rethymnon. He is also Head of Telecommunications and Networks Department, Institute of Computer Science, FORTH, Greece. The activities of the Telecommunications and Networks group include Pricing of network services and Basic research in resource allocation problems for broadband networks. Previous to his appointment in Crete, Prof Courcoubetis was Member of Technical Staff, Mathematical Sciences Research Centre, AT&T Bell Laboratories, Murray Hill USA, between 1982 and 1990.

        George C Polyzos is recently appointed Professor at the Department of Informatics, Athens University of Economics and Business. From 1988 to 1998 he was a faculty member, Department of Computer Science and Engineering, University of California, San Diego. In this capacity he acted as Co-director of the Computer Systems Laboratory; directed research in the areas of operating systems, communications networks, Internet protocols, wireless and mobile communications, distributed multimedia systems, and system performance evaluation. He was a member of the Steering Committee, Centre for Wireless Communications, UCSD School of Engineering. Prof Polyzos has taught graduate courses on Computer Systems Performance Evaluation, Communications Networks, Wireless Networks, and Multiple Access Communications, and undergraduate courses on Operating Systems, Computer Networks, the Internet and the World Wide Web, and Scientific Applications of Computing.

      4. Eidgenössische Technische Hochschule, Zürich CH
        1. Organisation Description
        2. The department of ETHZ participating in this project is the Computer Engineering and Networks Laboratory (TIK, Institut für Technische Informatik und Kommunikationsnetze, http://www.tik.ee.ethz.ch).

          The TIK is part of the Electrical Engineering Department of the ETHZ. It has carried out previous work concerning networking, multimedia, and application issues in a technology-driven approach, respectively, in various international, European, and Swiss projects. Ongoing work covers similar topics and in addition charging and accounting as well as security-related projects. The current list of projects encompass amongst others: ANN (Active Network Node), CATI (Charging and Accounting Technology for the Internet), Cobrow (Collaborative Browsing in Information Resources), VersaKey (Key Server and Multicast Security Support), SMAN (Service Management in Active Networks), and Telepoly (Tele-teaching).

          In particular, end-system support and communication middleware utilising well-known network technology such as IP-based (Internet Protocol) on Ethernet and advanced high-speed technology such as ATM (Asynchronous Transfer Mode) are investigated at TIK, concerning the development of integrated service architectures. Furthermore, applications have been developed to gain practical experiences in exploiting application knowledge for the support of sufficient networking tasks. The use of advanced high-performance networking technology and the discovered scarcity of end-system and network resources, directly leads to the question of gaining a trade off of guaranteed service quality and expenses for particular applications. Commercial usage of the Internet requires a dedicated level of service guarantees and an integrated service
          architecture, covering Integrated Services (IntServ) as well as Differentiated Services (DiffServ) approaches as well, which must include charging mechanisms. The answers have to be found in detailed investigations of accounting and charging of to be identified resources and services within the Internet environment.

        3. Participant CVs

        The project lead for TIK, ETHZ will be Dr. Burkhard Stiller. Dr. Stiller received his diploma degree in computer science and his doctoral degree from the University of Karlsruhe, Germany in October 1990 and February 1994, respectively. From January 1991 until September 1995 he has been a Research Assistant at the Institute of Telematics, University of Karlsruhe, being on leave in 1994/95 for a one-year EC Research Fellowship at the University of Cambridge, Computer Laboratory, UK. Since November 1995 he has been with the Computer Engineering and Networks Laboratory TIK, Swiss Federal Institute of Technology ETH Zürich, Switzerland as a Lecturer for multimedia communications and a Research Associate in the same area.
        Aside from a number of project management tasks and participation in national research projects of Germany, Switzerland, and the UK, his primary research interests include architectures for multimedia communication subsystems, Quality-of-Service models, charging and accounting systems, resource reservation, transport protocols,
        tele-teaching, and ATM networking.

         

      5. Darmstadt University of Technology DE
        1. Organisation Description
        2. Darmstadt University of Technology is one of the best known universities in Germany, especially in the technical disciplines. The chair for "Industrial Process and System Communications (KOM)" at Darmstadt University of Technology, headed by Prof. Ralf Steinmetz, was founded in 1996. It is active in the communication and multimedia systems research areas. KOM cooperates closely with the GMD IPSI institute and also with various industry R&D laboratories and participates in European projects such as the Hypermedia News on Demand (HyNoDe) ESPRIT project.

          The "Multimedia Networking" group within KOM, headed by Dr. Lars Wolf, is working on transmission of multimedia data via computer communication systems, Quality of Service provisioning, new communication system architectures, and especially charging for such communication services. The results of our research are published and presented in scientific journals and conferences.

        3. Participant CVs

        Dr. Lars Wolf (Management Contact) studied computer science at the Technical University of Braunschweig, Germany, and the University of Erlangen-Nuremberg, Germany, where he received the diploma degree in 1991. Dr Wolf received the doctoral degree from the Technical University of Chemnitz in 1995 in computer science. In 1996 he joined the Technical University of Darmstadt. There he leads a research group working on multimedia communication and quality of service in distributed multimedia systems. Dr Wolf lectures on distributed multimedia systems, quality of service, and networking in general. He is (co)author of more than 45 scientific publications and served on program committees and the editorial board of multimedia and communication systems workshops and conferences and journals. He is a member of the ACM, the GI, and the ITG.

        Martin Karsten (Technical Contact) holds a diploma in business and computer science from the University of Mannheim, Germany. He worked as a student contractor on
        distributed multimedia software projects at IBM's European Networking Laboratory, Heidelberg. He did his diploma thesis at University of Waterloo, Canada, creating a parallel debugger for parallel software and produced a prototype that were ready-to-use for educational purposes. In December 1996, he joined the Technical University of Darmstadt, where he is currently pursuing his PhD. Over the last years, he did intensive research in the area of charging and pricing for packet-switched network communication and published several papers and articles about this topic.

      6. Telenor, NO
        1. Organisation Description
        2. TELENOR: The Telenor group (Telenor) comprises the state-owned joint stock company Telenor AS and its subsidiaries. Telenor is Norway’s major telecommunications operator with about 18,700 employees in Norway and 2,700 abroad.

          Today, Telenor is the only company in Norway that offers a full range of services within telephony, data, mobile and satellite communications, Internet and IT. The company’s international strategy is focusing on the following areas: Satellite communications, directory services, Internet operations and mobile communications.

          TELENOR R&D: Telenor Research and Development(R&D) is a separate unit within Telenor AS and its main objective is to lay the foundations for Telenor’s long term development, through highly qualified research within Telenor’s core areas. R&D is concentrating on long term research within three main areas: networks, services and applications and has established a multi-disciplinary programme for the next generation of the Internet which incorporates expertise in infrastructure, middleware services, and multimedia.

        3. Participant CVs

    Dr Ragnar Andreassen obtained his master degree in Physics at the University of Oslo in 1988, and his Ph.D in Telecommunication Engineering at the Norwegian University of Science and Technology, Trondheim, in 1997. He has since 1988 been with the research department of Telenor, working in the fields of data communication protocols, multimedia systems and network traffic engineering. He is currently responsible for Telenor research activities on Internet pricing and charging schemes. International experience includes standardisation activities in ETSI and ITU, and participation in the previous EU/ACTS project AC039 CA$hMAN. Ragnar Andreassen led the work in the field of experimentation and trials for usage based ATM charging carried out in that project.

    Dr. Terje Jensen is a senior research scientist at Telenor Research and Development. His main interests include teletraffic modelling and analyses applied on various aspects of telecommunication networks and service provision. After obtaining his MEEE degree from the Norwegian Institute of Technology in 1986, he was engaged by Telenor. From 1987 until 1991 his duties covered regional administration of network planning and operation support. He received his Ph.D. degree from the Norwegian Institute of Technology in 1995. From 1994 he has been working at Telenor R&D.

    Activities in recent years are related to network dimensioning, performance evaluations, quality of service framework, techno-economic analyses and technology strategy. Several of these activities are carried out as parts of international engagements, including projects within ACTS (Advanced Communications Technologies and Services) and EURESCOM (European Institute for Research and Strategic Studies). Co-ordinating roles within these projects have also been undertaken. He has taken part of the authorship of more than 50 publications and lectures for international and national conferences and journals.

     

  2. Appendix B: Contract Preparation Forms

(The complete, final and signed version of the Contract Preparation Forms will be inserted here.)