Structure & Role of Standards Groups December 2007

Structure & Role of Standards GroupsDecember 2007

Agenda • Organizational Structure • Industry Action Group • Joint Requirement Groups • Adoption and Implementation Groups • Technical Action Groups • Summary

EPCglobal Board Technology Committee Strategic Direction Committee (SDC) President EPCglobal Staff Architectural Review Committee (ARC) Joint Strategy and Planning Committee (JSPC) • Industry Action Groups (IAG) • Joint Requirements Groups (JRG) • Technical Action Groups (TAG) • Cross Industry Adoption and • Implementation Groups Virtual Organization 2500+ Organizational Structure Business Steering Committee Technical Steering Committee • Auto ID Labs • MIT • Fudan • Keio • St Gallen • ITU • Cambridge • Adelaide • Public Policy • USA • Europe (EWG)

Technical Action Groups (TAG) Industry Action Groups (IAG) Technical Steering Committee Business Steering Committee Healthcare and Life Sciences (HLS) Transportation and Logistics (TLS) Retail Supply Chain (RSC) Hardware Action Group (HAG) Software Action Group (SAG) Interest/ Working Groups Interest/ Working Groups Working Groups Interest/ Working Groups Working Groups Sub-work Groups Sub-work Groups Work Streams Work Streams Work Streams Joint Strategic and Planning Committee Joint Requirement Groups (JRG) Adoption and Implementation Groups (AIG)

Architecture Review Committee (ARC) Mission: The ARC has responsibility for the creation, documentation and maintenance of the EPCglobal Network Architecture per the strategic direction of the EPCglobal Board of Governors. They are encouraged to work closely with the TSC and BSC to ensure understanding of and alignment to that Architecture.

Joint Strategic Planning Committee(JSPC) • Composed of Action Group, Policy, MO Leadership • Responsibilities include: • Ensure that EPCglobal strategies and work plans reflect the most current end user priorities of each of the industries engaged with EPCglobal • Proactively identify strategic issues and contribute to the plan to resolve those issues • Ensure that the objectives as defined by each Industry Action groups are successfully met on a timely basis • Rationalize priorities and work efforts within the EPCglobal Work Plan. • Discuss any issues/challenges/opportunities that should be addressed on a more immediate basis

Business Steering Committee (BSC) Mission: • Identifies and addresses cross-IAG areas of synergy or conflict • Advises the EPCglobal President on End User priorities • Final review and recommendation of technical standards to be ratified by Board of Governors • Initial review and prioritizing standards requests (End User business requirements communicated through Use Cases and other requirements documents) for forwarding to EPCglobal President, who then forwards as appropriate to the Architecture Review Committee (ARC) • Makes recommendations to EPCglobal President on formation of additional Industry Action Groups Members: Industry Action Group Co-chairs

Industry Action Groups (IAG) • Helps determine business drivers and use cases for either the Technical Action Groups or the Joint Requirement Groups. • Currently, three Industry Action Groups (formerly caused Business Action Groups) • Retail Supply Chain • Healthcare and Life Sciences • Transportation and Logisitics • All have interest or working groups. • Interest Groups= no IP or opt-in required • Working Group= IP and opt-in required

Retail Supply Chain (RSC) • Co-Chairs • Mike O’Shea, Kimberly Clark Corporation (US Manufacturer) • Dr. Gerd Wolfram, The METRO Group (European Retailer) • Mission: To establish business requirements and use cases for the Consumer Packaged Goods (CPG) and the Apparel, Fashion and Footwear (AFF) Industries to facilitate supply chain efficiency.

Retail Supply Chain (RSC) • EPCglobal Fast Moving Consumer Goods Business Action Group formed in 2004 • Currently over 316 Companies are members of the RSC IAG • Major Global Manufacturers • Major Global Retailers

RSC Interest Groups Overview • Apparel, Fashion, and Footwear Interest Groups: • Store Level Operations & Processes (AFF SLOP) • This group describes the internal store level processes and will define the technical requirements for new customer applications. Beyond this, the group will discuss customer benefits based on RFID and develop a simple communication strategy in close cooperation with the PPSC group. • Supply Chain Processes (AFF SCP) • The group will work on the description of the supply chain processes from manufacturer to store delivery including reconditioning processes. Based on this information they will define the business requirements regarding the RFID-technology. • Tagging, Requirements, Information and Processes (AFF TRIP) • This group will develop physical tag requirements, define the requirements regarding information encoded on tags and labels, define best practices for tagging of different product categories and evolve use cases for lost, unreadable tags within the SC.

RSC Interest Groups Overview • Other Interest Groups: • Media & Entertainment (M&E) • Identifies business and use cases for the media and entertainment industry that delivers content in the form of an optical disc or other medium to facilitate supply chain, store execution and reverse logistics efficiency • Reusable Transport Items (RTI) • To create an implementation guide that identifies data guidelines for the tagging of reusable assets and to propose data exchange flows underpinning the efficient and safe management of RTIs. • - User Specification is completed and is with the ARC • - Phase 2 is planned as a Joint Requirement Group

Healthcare & Life Sciences (HLS) Tri-Chairs: • Ramesh Murthy (CVS) • Mike Rose (Johnson & Johnson) • Ron Bone (McKesson) Mission: • Identify end-user business requirements to the EPCglobal standards development process for the Healthcare & Life Sciences industry • Promote the global adoption and implementation of EPC • Focused on patient safety, ePedigree requirements, track-and-trace of for a safer, secure supply chain

EPC in the Healthcare Industry • EPCglobal Healthcare Action Group formed in 2004 • US members represent 38 of 40 largest manufacturers • 3 largest distributors • Major retailers • Formed in association with HDMA, NACDS and others • Active participation in all key supply chain roles • Manufacturers, Distributors, Retailers, Hospitals • Focused on addressing critical needs: • Pedigree Management (including a Pedigree Messaging Standard) • Air Interface Standard for item level tagging • Serialization (the format of the EPC on the tag) • Decommissioning of tags • Network Security • EPCglobal helped form and supports the Unified Pedigree Coalition

HLS Work Groups Overview • Working Groups: • Information • Identify data to be exchanged for ePedigree • Process • Identify business functional requirements for ePedigree • Technology • Identify means for managing ePedigree process • Track and Trace • Identify forward and reverse logistics business processes with use cases supporting ability to ‘track’ the product as it moves through the end-to-end supply chain • Medical Device • Identify requirements for Med Device scenarios for forward & reverse logistics; produce guideline for data and events to manage consignment inventory • Task Groups • Serialization Task Group • HLS Adoption Task Group

Transportation & Logistics (TLS) Co-Chairs: • Mogens Bak, DHL • Naotaka Ishizawa, NYK Lines Mission: • The TLS IAG will work towards the successful deployment of RFID utilizing the EPCglobal Network in supply chain applications, such that the use of specific standards (data sets, RFID technology/frequencies, exchange interfaces, etc.) are transparent to trading partners • This technology deployment needs to be done in such a manner that it is not solely dependent on specific market vertical applications or the countries or theatres that the products or assets are managed. • All standards will be fully transparent between trading partners (supplier, freight forwarder, carrier, manufacturer, retailer, air and sea freight, 3PL/LLP, consolidators, trucking, rail, integrators, terminal operators, customs, postal)

TLS Workgroups Overview • Working Groups: • Transportation • Identify benefits of EPC RFID in transportation and develop specifications to enable organizations to improve visibility, performance, security, quality, and communications. • 4 Walls • Deliver requirements for management of assets and material during storage, transfer or value added services • Integration • Identify continuity and types of data permitting visibility to • the chain of custody at each transport unit level • Import / Export (Customs) • Streamline import and export procedures with RFID • Task Groups: • Global Pilot Task Group

Joint Requirement Groups (JRG) “ Teamwork divides the task and multiplies the success.” author unknown • While there are significant differences between industries, there is actually a great deal of commonality across these groups • By capitalizing on these similarities, EPCglobal can form global multi- industry standards. • Minimizing the difference and increasing the commonality will help improve the quality of the tags and readers, increase cross-industry use, and reduce the overall costs. • A pre-requisite to joining the group is education of the work completed to that point.

JRG Points • Consolidates Industry Requirements and co-develops more unified and refined Business/User Requirements that feed the Functional Requirement development described in a specification by a TAG. • Development of specific use cases will result in a very specific set of requirements that a specification will need to be considered. • JOINT – mean Cross Industry and/OR Cross Action • EX: HLS, TLS, FMCG, Apparel – develop the EPCIS Business Vocabulary Standard • EX: HLS, TLS with advisory from HAG members – develop Active Tag Requirements • EX: HLS, and members from TDS (sag) develop Serialization requirements for Pharma Products

JRG Overview • Sensors & Batteries (S&B): To gather end-user business requirements for developing a specification for passive tags with small battery capabilities and on-board sensing capabilities. • Tag Data (User memory) (TD): To develop requirements for specifying data structures for those portions of tags that contain TID and User Memory • Item Level Tagging Phase 2 (ILT): To develop use cases and requirements for item level tagging for all industries. • Active Tagging (AT): To gather end-user business requirements for developing a specification for active (as opposed to passive) RFID tags. These are fully battery-powered tags. • Data Exchange (DE): To validate the Industry Action Groups EPC-related data requirements and their use in EPC Business Processes.

Adoption & Implementation Groups (AIG) • Their goals are to drive adoption and implementation. • Regional specific concerns and issues are discussed.

AIG Overview • Implementation Sharing (IS) The group will collects issues identified related to EPC/RFID pilot or implementation projects. Implementation Sharing does not produce or create pilots, but gathers the learning’s and identifies issues once the pilots have moved out from under a JRG or IAG. The Group identifies possible sources where solutions can be found or developed (working groups under IAG, HAG, and SAG). It works with other Workgroup and Interest Groups to track progress and update status on the high priority issues. • Asian Adoption Programme (AAP) Helps Asian Pacific business to extract maximum business benefit from the use of EPCglobal technology as quickly as possible and with greatest benefits. Helps educate and promote EPCglobal standards in this region. • European Adoption Programme (EAP) Helps European business to extract maximum business benefit from the use of EPCglobal technology as quickly as possible and with minimum problems and without duplicating the work of other EPCglobal or EAN.UCC work groups. Works closely with European Public Policy Working Group.

Technical Steering Committee (TSC) Mission: • Initial review of standards requests and functional requirement statements from the ARC (Technical Feasibility Assessment) • Ensures that the proposed technical solution is consistent with the EPCglobal Network principles, vision and architecture • Propose standards development activities based on general technology requirements • Assigns technical development tasks to specific TSC Action Groups or Auto-ID Labs • Advises the EPCglobal President and the ARC on strategic technical initiatives • Makes recommendations to EPCglobal President on formation of additional TSC Action Groups Members: Technical Action Group Co-chairs

Technical Action Groups • The JRG ultimately works with one or more Software Action Group (SAG) or Hardware Action Group (HAG) WG’s that will develop the specifications from very specific User/ Business Requirements. • The JRG continues to exist while the SAG or HAG WG(s) does (do) their work. • The ARC and TSC will assist in mapping JRG’s to SAG/ HAG WG’s through development of the appropriate charters. • Only develop specifications that meet the requirements coming from the JRG. • Will reconcile the specification to the requirements in conjunction with the JRG.

Hardware Action Group (HAG) • Co-Chairs Steve Halliday, High Tech Aid Chris Diorio, Impinj • Mission To define the interfaces between hardware components (primarily RFID tags and readers) in the EPCglobal Network.

HAG Workgroups Overview Workgroups: • HF Air Interface Working Group (HF AI WG): To develop HF specification to meet JRG requirements for item-level tagging. • UHF Air Interface 1and2 Working Group (UHFAI WG): To build extensions for user memory and security to Gen 2 to meet JRG requirements for item-level tagging. • UHF Gen 2 Interoperability Working Group: To develop, review, and finalize a Gen 2 interoperability test plan

HAG Workgroups Overview Workgroups: • UHF Gen 2 Testing and Certification Working Group: To develop conformance documents for Gen2 and to review Gen 2 Certification Test Plans for conformance testing • Tag, Label, Reader and Printer Performance Working Group: To develop performance guidelines for read points specified by end-users. This work includes metrics for tags, readers, labels, and printers that characterize the performance of tags and readers, and guidelines for testing against the metrics developed. • HAG Ad Hoc Committees: HAG Ad Hoc Committee to ETSI, Health & Science Ad Hoc Committee

Software Action Group (SAG) • Co-Chairs: Margaret Wasserman, Thing Magic Bryan Tracey, Globe Ranger • Mission: Define the software interfaces and other standards to allow interoperability with the EPCglobal Network and elements of distributed enterprise systems.

SAG Workgroup Overview Workgroups: • Filtering and Collection 1.1 (Application Level Events) Working Group: Continue to develop technical specifications that address the need to minimize bandwidth requirements, encapsulate complexity, respond to events in a timely fashion and facilitate the distribution of processing. Assist EPCglobal Certification group with the creation of certification test cases for the ratified ALE specifications • EPC Information Service Phase 2 (EPC IS) Working Group: Create one or more normative technical specifications that will facilitate the development of interoperable EPCIS systems with Data Capture and Data Query • Reader Management Working Group: Define a set of standard functions that enable configuration, provisioning, monitoring, and alarm notification of individual RFID readers identifying standard objects that need to be managed by all RFID readers, a set of operations that can be performed on the objects and An extensible object model

SAG Workgroup Overview Workgroups: • Reader Operation Working Group: Develop the 2nd-generation EPCglobal Reader Protocol, which will provide the means for control of RFID Reader device operation, and seeks to include all capabilities expressed by features of the air protocols supported by a device • Tag Data & Translation Standards Working Group: Develop technical specifications that address the need to define types of data and encoding and decoding rules to be used in EPCglobal compliant Radio Frequency Identification software and hardware tag products. • Drug Pedigree Messaging Working Group: Finalize a formal collection of XML schemas and associated usage guidelines under a Drug Pedigree Specification that can be standardized by EPCglobal and adopted by members of the pharmaceutical supply chain

Summary • IAGs highlight the process opportunities • Active Tags Needed for Ocean Freight (High level process, pain points, reasoning identified) • JRG develop use cases and supporting business requirements for specification development • Very specific Use Cases • Very specific Requirements • TAG WG develop functional requirements for standard specification • Meets the requirements from the JRG • Only develops specification based on requirements from a JRG • REMEMBER – JRGs are Cross Industry and/or Cross Action Groups

Questions?

Structure & Role of Standards Groups December 2007