The document discusses how IEEE and open source communities are working together to solve real-world problems. It provides an overview of IEEE's global reach and technical breadth in standards development. It then describes IEEE-SA Open, a platform for open source software, hardware, and data projects, and how it can bridge standards development and open source communities. Examples are given of how open source projects are being used in conjunction with IEEE standards development.

1. Open Source and Standards
Communities Coming
Together to Solve Real World
Problems
19 October 2021
Copyright © 2021 IEEE and IEEE-ISTO All Rights Reserved

2. IEEE Advancing Technology for the Benefit of Humanity
2
Global Reach
• 420,000+ Members
• 160 Countries
• 46 Technical Societies and
Councils
Technical Breadth
• 1800 Annual Conferences
• 4,000,000 Technical
Documents
• 1300+ Active Standards
Social Impact
• Global Humanitarian
Efforts
• Global Public Policy
• Ethics in Technology

3. IEEE SA Raising the world’s standards
Consensus-building organization that develops and advances global
technologies—through facilitation of standards development and
collaboration to market adoption and use
Promotes innovation, enables creation and expansion of international
markets; helps protect health and public safety
Drives functionality, capabilities and interoperability of a wide range of
products and services that transform the way people live, work and
communicate
• More than 1400 standards and 300 new standards projects currently
active
• 10,000+ standards participants
3

4. IEEE Standards Selected Technology Areas
• Computing
• Artificial Intelligence Standards Committee
• Blockchain and Distributed Ledgers
Standards Committee
• Cloud Computing Standards Committee
• Cybersecurity & Privacy Standards
Committee
• Design Automation Standards Committee
• LAN/MAN (IEEE 802) Standards Committee
• Learning Technology Standards Committee
• Microprocessor Standards Committee
• Online Gaming Standards Committee
• Simulation Interoperability Standards
Organization SAC
• Smart Manufacturing Standards Committee
• Software & Systems Engineering Standards
Committee
• Test Technology Standards Committee
4
• Communications
• Applications of Nanotechnology in
Communications
• Autonomic Communications
• Cloud Communications and Networking
• Human Centric Sensing and
Communications
• Innovation and Standards in Information
and Communication Technologies (ISICT)
• Nano-Scale, Molecular, and Quantum
Networking
• Smart Grid Communications
• Social Networks
• Vehicular Networks and Telematics
Applications
• Engineering in
Medicine & Biology
• Bioinformatics
• 3D Modeling
• Medical wearables
• Neurofeedback

5. What is ISTO
5
§ ISTO is a Federation of Member Programs founded in 1999 by IEEE as a
separate independent entity
§ Global not-for-profit organization serving industry alliances/consortia
§ A place for industry fast track collaboration: standards, specifications,
marketing and conformance
Vision
To be the premier trusted partner of the global technology community
for the development, adoption and certification of industry standards.

6. Sampling of ISTO Programs

7. Standards: benefiting the public
Decreasing the cost of goods/services
Minimizing market fragmentation and the burden on industry of complying
with agency-specific standards that may differ on a regional/country basis
Promoting efficiency and economic competition through global
harmonization of standards
Facilitating the ability to keep pace with current technology
Providing opportunities/economic incentives (e.g. economies of scale) to
establish standards that serve national needs through involvement in global
standardization activities
Facilitating trade and economic growth
Fostering global interoperability
Reflecting the expertise of IEEE’s large global technical community
7

8. WHY IEEE AND OPEN SOURCE
IEEE
OPEN
SOURCE
Transparent Fast and
secure
Reliable Cost
effective
Community-
based
Scalable
Facilitating
technological
research,
advancement and
change for decades
Grounded in
principles of
openness,
transparency,
consensus and
inclusion
A diverse
community of
thousands across
many technical
disciplines
and fields
Strong industry
ties through
standardization
Established
and trusted
governance
processes
and policies
Dedicated to
collaborative
solutions
that make a
difference in
the world

9. IEEE and Open Source
9
Why IEEE SA Open Source?
Software, Hardware (design), Data
■ IEEE standards contain software, both normative and informative
■ IEEE standards communities use and develop software to create, model
changes to, test and implement standards
■ IEEE standards include guides and best practices including in security and
software test and engineering
■ Second bullet level, click “increase indent” three times
■ Third bullet level, click “increase indent” four times
To return to the main body text style, click “decrease indent” until
the right style appears

10. 10
standards.ieee.org/initiatives/opensource
HOW IT STARTED IEEE SA Open has the potential
to serve the greater good
by providing opportunities to
inspect, replicate, and validate
software and hardware designs
used in many applications
furthering its commitment
to advancing technology
for humanity.
The market demand for the inclusion
of open source in standards
IEEE could serve as a neutral and trusted
provider of managed open source services
Led to the development of IEEE SA Open
IEEE SA Corporate members recognized these trends

11. 11
standards.ieee.org/initiatives/opensource
WHAT IT IS A vendor-neutral, inclusive, open source platform—for all, from independent
software developers and start ups to industry, academic and research institutions
Supports open source software, open
hardware, open data and open standards
Flexible, open and feature driven to
support all aspects of projects
Fosters community advancement and success through:
• Clear, uniform and fair governance policies and procedures
• Strong infrastructure, with tech support and training
• Multiple funding models to provide support from initial development to enterprise level implementation
• Unique ability to provide both a global accredited standards process and a legal alliance for
implementation of open source projects

12. 12
standards.ieee.org/initiatives/opensource
THE PLATFORM
Designed to be open
from the ground up.
IEEE SA's self-hosted GitLab
combined with Mattermost
and Pages allow for a
trusted toolchain that will
adapt and grow to meet the
needs of our open source
communities.
• Project planning and management features
• Source code management
• Testing, code quality, and continuous integration features
• Docker container registry and Kubernetes integration
• Application release and delivery features
• Integrated Mattermost chat forum w/slash commands;
(android and iphone apps are fully supported)
• Capable of bridging the gap between Standards development
and open source communities to allow for the advancement
of nimble and creative technical solutions at a faster pace
• A safe open space with an enforced code of conduct
Core functionality includes:

13. FLEXIBLE AND GROWING
IEEE SA Open has unique models and great flexibility for growth.
Help us imagine the future of the platform.
13
standards.ieee.org/initiatives/opensource
IEEE SA Open
Community
• Platform for academic or
research projects
• Dozens of student members
have already created
repositories on the platform
IEEE SA Open Platform
• Open source software, open
hardware, and open data project
platform using GitLab; includes
technical, community, governance,
and licensing modules which are
customized to your specific needs
• Community creation
collabortation and development
across organizations in technical
areas of interest
Open Implementation
• Support OSPO++ collaboration
and development
• Code can be taken from a
research artifact to implementation
• Alliance implementation
formation and support
Current models

14. IEEE Standards Community Characteristics - Musings
14

15. IEEE Standards Community Characteristics - Musings
15
■ Participation open to all interested individuals/entities
■ Transparent documented (audited) and mature process for development of
technical content
■ Comment resolution
■ Global participation
■ Individual voting/1 company 1 vote dependent on project
■ Mature process and procedures to avoid dominance
■ Well understood and accepted IPR model and processes
■ Safe community, documented policies with hotline for reporting
■ Required project reconsideration at regular intervals
■ Slow?
■ Old?
■ Pay to play?

16. Open Source Community Characteristics - Musings
16

17. Open Source Community Characteristics - Musings
17
■ Open to all
■ Focus on working code
■ Fast
■ Process lite
■ Documentation lite
■ Policies and safety vary widely
■ Dominance level varies widely, sometimes benevolent dictator

18. IEEE Standards OS Use Case
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IEEE 1752.1-2021 - IEEE Standard for Open Mobile
Health Data--Representation of Metadata, Sleep, and
Physical Activity Measures
Provides standard semantics to enable meaningful description,
exchange, sharing, and use of such mHealth data. Data and
associated metadata complying to this standard will be
sufficiently clear and complete to support their use for a broad set
of consumer health, biomedical research, and clinical care need

19. IEEE Standards OS Use Case - Project Page
19
• Includes a link to the OS
project
• Notes license type to help
participants know at outset
license requirements

20. IEEE Standards OS Use Case – Published on approval w/OS
reference
20
• Note of dataset and Open Source Code availability in the publication
page in IEEE Xplore Library

21. IEEE Standards OS Use Case – The repository
21
• CLA required to
contribute including
contributing changes
for standards
comment period.
• Final repo published
from final WG version
after comment
resolution and
standard approval

22. IEEE Standards OS Use Case – The repository uses data model to
make it easier to use and maintain
22
• All projects have pages,
Mattermost and base
Community Management
support
• Project broad participation
across medical tech industry.
• Lead maintainer had no open
source or software dev
experience. Community
management provided guidance
and support as they learned
everything from CI, developing
JSON APIs etc.
• Decided UML model would make
the project clear for users and
maintainers

23. IEEE SA – ISTO Open Venture Use Case
23

24. SA – ISTO Open Venture Use Case – ISTO Program with
Customized SA Open Platform Instance
24

25. Download and install/merge learning modules into new
repoo for use
25
New platform with content setup and
ready for use in ~2 weeks!

26. IEEE SA OPEN Standards and Open Source Communities
Open for All
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• Volunteer
• Contribute
• Create Projects & Program
• Learn by contributing to projects, documentation, test, use
• Teach
• Membership not required!
Talk to us at Booth 57 or the Virtual Booth
Contact us at: saopen.ieee.org
Consortia/alliance program: ieee-isto.org

27. THANK YOU
27
Websites: saopen.ieee.org ieee-isto.org
Git: opensource.ieee.org
Twitter: twitter.com/ieeesa
Facebook: facebook.com/ieeesa
LinkedIn: linkedin.com/company/ieee-sa-ieee-standards-association
Instagram: instagram.com/ieeesa
Adam Newman
COO IEEE-ISTO
Sr. Director IEEE Standards
Association
@geekdad412