COVER PAGE

Title of Proposal GiraffSense

List of participants

Participant No * Participant organisation name Country 1 SU (Coordinator) Stockholm University SE 2 HIB HI Iberia ES 3 DS Danderyds Sjukhus SE 4 PIAP Przemysłowy Instytut Automatyki i Pomiarów PIAP PL 5 AP-HP Assistance Publique-Hôpitaux de Paris FR 6 ALM Almende B.V. NL 7 Giraff Giraffe Technologies SE 8 SK Sundbyberg stad SE 9 AGE AGE Platform Europe BE

Abstract GiraffSense will advance service robotics solutions by merging them with ambient assisted living environments. The goal is to sustain both multimodal accessibility application support and daily life support to frail and impaired elderly and their significant others. This is provided throughout impairment development stages, thus extending the years to live independently in the home. GiraffSense will address the physical and cognitive impairments of elderly people ranging from those who manage well to those who are mildly and moderately frail. Affordable support will be provided for activities of daily living, such as medication intake, nutrition, physical exercise, community life, well being, home safety and health awareness.

The Giraff mobile service robot platform, dubbed the “Most Promising 2011 AAL Innovation”, the SALIG++ platform and the ReAAL-UNIVERSAAL technology are combined to bring about the necessary technological progress. An open and extensible Future Internet-compliant service architecture will be created. An intelligent knowledge generator will allow switching between different impairment stages. A verification methodology will be developed to evaluate the applications in trials in living-labs and clinical environments with end-users - all reconfigurable and applicable across Europe.

GiraffSense will demonstrate its concept viability through its open data research and stakeholders’ platform early on and long after the project. The service robot reference architecture will enable rapid automatic installation and integration of devices. The accessibility support and the knowledge generator will reduce admissions and days spent in care institutions. The quality of life of elderly and carers will be enhanced through stimulating bi-directional communication. The outreach of GiraffSense through its solutions, open data and stakeholders’ platform, scientific excellence and contact with standardisation bodies will ensure global market take-up.

[GiraffSense] 1 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund Contents 1 Excellence ...... 4 1.1 Objectives ...... 4 1.2 Relation to the work programme ...... 6 1.3 Concept and approach ...... 7 1.4 Ambition ...... 12 2 Impact ...... 14 2.1 Expected impacts ...... 14 2.2 Measures to maximise impact...... 19 2.2.1 Joint and individual dissemination ...... 19 2.2.2 Joint and individual exploitation ...... 23 3 Implementation ...... 26 3.1 Work plan — Work packages, deliverables and milestones ...... 26 Table 3.1a: Work package description ...... 27 Table 3.1b: List of work packages ...... 38 Table 3.1c: List of Deliverables ...... 38 Table 3.2a: List of milestones ...... 40 Table 3.2b: Critical risks for implementation ...... 42 Table 3.4a: Summary of staff effort in person-month per work package ...... 43 Table 3.4b: ‘Other direct cost’ items (travel, equipment, other goods and services, large research infrastructure) ...... 43 3.2 Management structure and procedures ...... 44 3.2.1 Objectives ...... 44 3.2.2 GiraffSense General Assembly (GA) ...... 44 3.2.2 GiraffSense Management Committee (MC) ...... 45 3.2.3 GiraffSense Project Coordinators ...... 45 3.2.4 GiraffSense Project Office...... 46 3.2.5 Work Packages (WP) ...... 46 3.2.6 Work Package Leaders ...... 46 3.2.7 Quality Approach/External Reviews ...... 46 3.2.9 Management of Knowledge and IPR ...... 47 3.2.8 Miscellaneous ...... 47 3.2.9 Main Management Processes ...... 47 3.3 Consortium as a whole ...... 49 3.4 Resources to be committed ...... 49 4 Section 4: Members of the consortium ...... 51 4.1 Participants (applicants) ...... 51 4.1.1 Stockholm University (SU) ...... 51 4.1.2 HI-Iberia (HIB) ...... 53

[GiraffSense] 2 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund 4.1.3 Danderyds Sjukhus (DS) ...... 55 4.1.4 Przemysłowy Instytut Automatyki i Pomiarów (PIAP) ...... 57 4.1.5 Assistance Publique des Hôpitaux de Paris ; - Broca Hospital (AP-HP) ...... 58 4.1.6 Almende B.V. (ALM) ...... 59 4.1.7 Giraff Technologies (GIR) ...... 62 4.1.8 Sundbyberg Stad (SK) ...... 64 4.1.9 AGE Platform Europe (AGE) ...... 65 4.2 Third parties involved in the project (including use of third party resources) ...... 66 5 Section 5: Ethics and Security ...... 66 5.1 Ethics...... 66 5.2 Security ...... 69 5.3 References ...... 69

[GiraffSense] 3 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund 1 Excellence Promoting health and independent living among older adults is a public health priority in European countries. Indeed, this segment of the population is at higher risk of cognitive impairment, frailty and social exclusion than younger populations. The latter conditions can significantly reduce the number of Healthy Years of Life (HYL) in older adults and have negative impacts on their independence as well as their quality of life. Additionally, they increase workload and physical and mental health and stress of informal and formal caregivers. All this and the economic sustainability of health and care systems require next generation service robotics to be put in place in ambient assisted living environments.

The GiraffSense project offers novel solutions based on service robotics in combination with ICT-support for self-care by user, which includes a range of needs as outlined above besides healthy elderly. In doing so it maximizes the bidirectional awareness and interaction between user and informal carers in collaboration with formal care in order to promote and prolong the well-being of user in living at home. The GiraffSense project makes it possible for carers to, for example, visit the home of the user from a distance and experience it as if they were actually there. One of the primary benefits is that carers become fully informed about the status of the user, her medical status as well as her home and devices (such as stove and faucets) while moving with the user within the home. In addition, GiraffSense brings user and carers closer to each other by supporting continuous interaction between them. This also means that user become more present in the lives of informal carers and that both become mutual social assets.

In order to maintain the autonomy of the elderly at home, it is necessary to have an effect on various geriatrics diseases causing loss of autonomy. Indeed malnutrition, sarcopenia, lack of physical activity, social isolation are factors playing a major role in the loss of autonomy. With GiraffSense, the elderly will be able to invest their health and thereby limits its pathologies that can lead to fragility and subsequently to the loss of independence.

1.1 Objectives

Generally, elderly people prefer to live independently in their own homes as long as possible. However, demographic changes, rising costs linked to health and social care provision, and socio-cultural changes related to family structures and elderly care within the family are increasing the demands for new care solutions. Encouraging patient-empowerment regarding his/her own healthcare needs and better supporting informal carers will play both a key role in these new health-care models. On the one hand, future health and home care of patients with cognitive impairment, frailty or social exclusion issues living on their own require a multidimensional management strategy, co-created and validated with the older adult, focusing on nutrition, physical activity, medication intake, social participation and everyday life functioning both at home and in other settings. On the other, better supporting informal carers involves addressing a number of issues such as reducing the impact of physical distance, optimizing informal carer’s presence in the daily life of user and supporting cooperation between formal and informal carers to foster complementarity. GiraffSense addresses these challenges by developing a new breakthrough solution for active and assisted living based on service robotics. In the developed countries, older people (60 years and older) will constitute 33% of their population in 2050 as opposed to 19% today. Furthermore, data from the SHARE survey (Survey of Health, Aging and Retirement in Europe), showed that, in 2050 one in three European citizen will be 60 years old and one in ten 85 years old or older. The estimation of the prevalence of frailty elderly depends currently on the definition used. Analysis of literature found a prevalence of frailty elderly of 10% but variations can range from 5 to 58% depending on the country (Santos-Eggimann et al., 2009), for example, the prevalence of frail elderly in France would be around 10%. Cognitive impairment, including Alzheimer’s disease and related dementias affects almost 7 million people in Europe, and about 20 million caregivers (European Commission, 2009). Besides, the ALCOVE Project (Alzheimer Cooperative Valuation in Europe), estimates that in 2040 10,186 million European elderly citizens will be concerned by cognitive impairment.

[GiraffSense] 4 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund From this analysis and implied needs follow new service robot capabilities, facilitated by seamless and interaction with devices within the home, are required:

1. Awareness of living patterns through participation of significant others (friends, family, professional careers, etc.) through added sensing and vision capabilities in combination with data analysis. The importance of this innovation lies in the ability to alert of significant event, detect abnormal behaviour, and a possibility to provide guidance in these situations. 2. Automatic installation, integration of new devices or addition of devices capabilities in the services offering through a modular and adaptive design. The importance of this innovation lies in removal or minimized need of expertise and effort to introduce the capabilities in the home. 3. Multimodal interaction with the mobile service robot (Giraff), sensing, vision, audio and touch interface guided by the pose and movements of older adults transforms the mobile service robot into an autonomous mobile portal for older adults as well as significant others towards collaborative virtual co- location, information and guidance.

Because Giraff’s commercial potential was awarded “Most Promising Innovation” of 2011 by the AAL organization this mobile platform has been selected to service robot innovations about and the GiraffSense projects pursues the following objectives:

The specific objectives for the project are: 1. To create a platform for Service Robot applications for supporting home health and social care in assisted living environments which can help older adults to remain active and independent for longer. The project thus innovates and extends service capabilities of the Giraff Service Robot platform towards a. Reduced or minimized costs through automatic installation, integration or addition of devices and devices capabilities in the services offering through a modular and adaptive design. b. Bidirectional awareness of living patterns in collaboration with formal and informal caregivers and family members enhancing safety and social factors. c. Multimodal interaction with the mobile service robot (Giraff) towards an autonomous mobile portal for collaborative virtual co-location, information and guidance. 2. To maximize the utility of a platform for Service Robot applications for home health and social care in assisted living environments through trials and evaluations in living-lab and clinical environments with end-users. To this end, the project derives a reference architecture and methodology through the iterative assessment of needs and analysis of requirements out of realistic scenarios and use cases of real-world settings. 3. To maximize the impact of the overall solution with Dissemination and Exploitation through dissemination in a Stakeholders platform and federated testbed for GiraffSense services, including open data on order to promote further collaboration and innovation as well as assess market maturity of GiraffSense

[GiraffSense] 5 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund GiraffSense addresses these objectives by developing a new breakthrough solution for active and assisted living based on service robotics, providing in particular specific application support for cognitively impaired and frail elderly and significant others (see Table 1).

Physical Managing Well Vulnerable Mildly Frail Moderately Cognitive Frail A. None B. Mild Support for IADL* Nutrition Nutrition Support for Physical exercise Physical exercise medication Support for IADL* Support for IADL* Community life Support for medication Support for Community life medication Community life C. Moderate Nutrition Nutrition Nutrition Physical exercise Physical exercise Physical exercise Support for IADL* Support for IADL* Support for IADL* Support for Support for medication Support for medication Check well being medication Check well being safety at home Check well being Community life health awareness safety at home Community life health awareness Community life D. Severe  *IADL : instrumental activities of daily living  Table 1 GIRAFFSENSE application support objectives wrt Care of Elderly with Functional Impairments 1.2 Relation to the work programme The GiraffSense project focuses on service robotics in assisted living environments, which helps an ageing population to remain active and independent for longer. GiraffSense builds on advances in this domain by extending the capabilities of the GIRAFF as a service robot integrating it with Internet-of-Things service infrastructure in order to create bidirectional-awareness with significant others in a mobile care situation at home, with guidance, safety and well-being functions. The project entails multi-disciplinary research involving behavioural, sociological, health and other relevant disciplines. Characteristics of the solutions are developed with special attention to modularity, cost-effectiveness, reliability, flexibility in being able to meet a range of needs and societal expectations, applicability to realistic settings, safety and acceptability to end-users, including potential gender and ethical issues.

Topic How the proposal addresses the specific challenge and scope Specific challenge: Citizens in an ageing European population are at greater risk of cognitive impairment, frailty and social exclusion with considerable negative consequences for their independence, quality of life, that of those who care for them, and for the sustainability of health and care systems. The challenge is to develop The project innovates and extends service capabilities of the Giraff Service new breakthroughs for Robot platform towards active and assisted living - Reduced or minimized costs through automatic installation, integration or based on advanced ICT addition of devices and devices capabilities in the services offering. solutions. - Bidirectional awareness of living patterns in collaboration with significant others significantly enhancing safety and social factors, as well as independency in view of moderate cognitive and physical impairments. Scope: Proposals should focus on service robotics in assisted living environments, which can help an ageing population to remain active and independent for longer.

[GiraffSense] 6 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund Proposals should build on To maximize the utility of a platform for Service Robot applications in advances in this domain, home health care in assisted living environments through trials and and should combine multi- evaluations in living-lab and clinical environments with end-users (APHP, disciplinary research DS, SK), with expertise and studies from sociological (SU), health (APHP, involving behavioural, DS, SK), service robotics (GIR, PIAP) as well as information and sociological, health and communication technologies (SU, HIB, ALM). other relevant disciplines. Characteristics of the To create a Giraff Service Robot platform resulting in reduced or minimized solutions developed should costs through automatic installation, integration or addition of devices and be their modularity, cost- devices capabilities in the services offering through a modular and effectiveness, reliability, adaptive design. Federation of the service safeguards flexibility and flexibility reliability of the total solution. Characteristics of the To this end, the project derives a reference architecture and methodology solutions developed should through the assessment of needs and analysis of requirements out of be able to meet a range of realistic scenarios and use cases of real-world settings. needs and societal - Bidirectional awareness of living patterns in collaboration with significant expectations, applicability others enhancing safety and social factors. to realistic settings, safety - Multimodal interaction with the mobile service robot (Giraff) towards an and acceptability to end- autonomous mobile portal for collaborative virtual co-location, users. information and guidance. Gender and ethical issues The projects ensures appropriate balance between the protection of the should be paid due rights of the individual and the protection of society, and pays due attention. attention to gender and ethical issues in user studies during the requirements phase and evaluations.

1.3 Concept and approach

Concept People prefer to live Personal SmartRobot independently in their own homes for as SmartSensing sphere long as possible. However, demographic

changes, rising costs and new family Sensing Caretaker Significant others structures are increasing the demands for new care solutions. Self-care and informal carers will play a key role in these new Platform Sensor Info Context Info Management Portal solutions. In order to support the ability of informal carers it becomes essential to Distributed & Scalable Overlay reduce the impact of physical distance, Formal Care

increase informal carer presence in the Community ProActive Care Reasoner daily life of elderly and to support Management Information Systems cooperation between formal and informal carers to foster complementarity. To Figure 1 Overview address these challenges, new care solutions should go beyond state of the art and enhance presence, awareness and complementarity.

The key idea of GiraffSense is the merger of the mobile & stationary sensing, actuation and identification techniques of ambient assisted living environments, in support of remote presence and awareness, guidance, well-being and safety functions and the mobile service robot “Giraff”.

Giraff - The Giraff mobile telepresence system is the result of nearly 5 years of progressive work in the domain of ambient assisted living. Its development was partly financed by the AAL “ExCITE” and FP7 “GiraffPlus” projects. It is essentially a physical avatar that allows someone from a remote location to

[GiraffSense] 7 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund “visit” a home or other care location via the Internet, and move freely about that location, interacting with the local residents there via high-definition audio/video conferencing, just as if they were physically present. The platform consists of several three basic technical components: 1. Giraff is a remotely controlled mobile avatar integrated with a videoconferencing system 2. Pilot is a computer application that allows users/visitors to access and control the Giraff over a standard Internet connection. 3. Sentry is a call management and administration system that manages Giraffs and Pilot visitors, and allows administrators to configure Giraffs, alarms and communications options.

The Giraff device consists of a robotic base that carries a touch screen monitor, speakers, a monitor and a high-resolution camera with HD and selectable zoom capability. It is powered by four motors that can propel the device in any direction, tilt the display section up and down and adjust the avatar’s height to a standing or sitting position. The base hosts a Windows 7 embedded OS (Intel Core i7, 4GB RAM) that controls the motors, runs the videoconferencing application, receives the input from the touch screen and displays the output. The motors for motion, display tilt and height adjustment can also be controlled by a third-party application through an API. The Giraff supports WiFi communication through 802.11x protocols and USB2 connection. The device can automatically undock at the beginning of a visit, and dock at the end of a visit once it is within sight of the charging station.

These service robotics solutions within ambient assisted living environments are introduced in the home as self-managed extensions to existing home audio visual equipment such as a networked media centre and surround systems, thereby widely advancing the utility of and extending the capabilities of mobile service robots. GiraffSense uses adaptive multimodal interaction by utilizing auxiliary media such as mobile devices and does not place new requirements on the elderly to handle complex techniques and new technical devices.

There with the GiraffSense project offers novel solutions based on ICT-support for self-care by elderly and the bidirectional awareness and interaction between elderly and informal carers in collaboration with formal care (i.e., significant others) in order to promote and prolong the well-being of elderly in living at home. GiraffSense makes it possible for carers to, for example, visit the home of the elderly from a distance and experience it as if they were actually there. The primary benefit is to contribute to independent living of the users and secondly supporting informal carers become fully informed about the status of the elderly, her medical status as well as her home and devices (such as stove and faucets). In addition, GiraffSense brings elderly and carers closer to each other by supporting continuous interaction between them. This also means that elderly become more present in the lives of informal carers and both can constitute a mutual social asset.

Approach GiraffSense is a three-year project staged in three phases involving end-users in each phase. The first commercially available GiraffSense applications and services on market are foreseen not more than two years after project finish. The following research and innovation action areas are identified for the project:

 Support for elderly helping older adults (frail, with cognitive impairment and/or isolated) living independently at home and outside home

 Support for elderly/caregivers professional and informal caregivers of elderly persons with a particular focus on & encouraging interactions between the primary user (elderly) and his/her elderly/caregivers

[GiraffSense] 8 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund Support for elderly independently at home and outside home Area Description Application Promote To increase communication between the primary user (older adult Videoconference, social and with frailty and/or cognitive impairment living at home) and Route Planning community his/her significant others (family, friends). A communication Application, life application will be used to make possible a “virtual visit”. The Agenda and primary user can also access a user-friendly directory with main Calendar contacts (family, friends, and professional services).

GiraffSense will also promote social and community participation in targeted end-users by integrating an application that motivates these users to go out, it can be either by walking or by using adapted transportation means. This application will provide information related to local activities (museums, cinemas and places of interest) matching the interests of the user. Practical information can also be displayed after personalization of the system (pharmacy, general practitioner). A sort of simplified web mapping service application (e.g., similar to Google maps) will show the user the simplest ways to get to the location where the activity takes place and provides him/her with relevant useful information (e.g., walking distance, recommended paths, transportation systems). It might also be useful to identify bus stops or taxi stands close to home and provide other related information (e.g., taxi’s phone number was displayed or the time of the next bus). Support for elderly/caregivers & interactions between elderly/caregivers Area Description Application Check well- Through the GIRAFFSENS system local home care services can Videoconference, being check at distance primary user well-being with the frequency communication required or desired. If there was a significant change on the main program user’s overall health status, the primary caregiver will be notified via SMS. Emergency If an emergency situation is detected at the user’s home, the home Alarm situations care personnel can use the robot GiraffSense for the assessment of the situation. Professional caregivers can evaluate the nature of the emergency and talk to the user in order to identify what kind of help her/she needs. They can talk to her until helps arrive. Significant others can also be notified. Physical Falling is one of the most current accidents in elderly people. The Kinect sensor, activity and GiraffSense is able to automatically detect falls through a Kinect- Bracelet fall based application and notify the home care service. Care personnel monitoring will use the robot GiraffSense to assess what kind of help the user system needs, reassure him/her and keep contact with him/her until personal help arrives. Significant others can also be notified. Physical activity monitoring can also be conducted through the use of an activity bracelet regarding the user’s physical activity and sleep patterns to motive him/her to accomplish adapted physical exercises supervised by the practitioner and monitor day/night activity patterns. This bracelet could be connected to the robot, in order to read or share the information. Management GiraffSense will include a smart pillbox with a medication reminder Smart pillbox, of function. If the primary user forgets to take his/her medication at check list for

[GiraffSense] 9 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund medication pre-set schedules, he/she will automatically receive a voice medication reminder. If after the reminder the user does not take the medication, a caregiver (informal or formal) will be notified by SMS. The robot GiraffSense can also be used to check medication intake and guide the user for taking the correct amount of medication. For more independent users, the medication management application may only display the list of medications to be taken by time of day (morning, lunch, dinner) and the user will only be required to confirm medication intake on the robot’s screen. Nutritional The GiraffSense system will support nutrition-related activities Nutritional support support aimed at improving frailty symptoms (e.g. weight loss) and overall program, shopping health status. On the one hand, Kinect sensors will be used to list application identify if the primary user eats his/her meals at pre-set times and provide necessary reminders. The robot will also motivate the user to have his/her meals. Caregiver notification is also allowed if necessary. On the other hand the GiraffSense can assist the user when preparing meals to help him/her improve his nutritional state. This application could provide the user with ideas to cook, step by step recipes, tips to enrich food, and train him/her on foods that are rich in proteins or vitamins. This application could be linked with a shopping list application that can be used either by the user him/herself or with the help of the home care service. Safety The GiraffSense solution will also include applications to support Videoconference, functions at home safety, for instance, with reminders to turn off the stove and communication home water faucet and close the door of the refrigerator using adapted program sensors. The user will automatically receive a voice reminder if the stove is left on or the water or that the door of the refrigerator is open. The robot GiraffSense will be used to remind and guide the user to handle home equipment and appliances. Caregiver notification is also allowed if necessary. Guidance in The user can use the robot to call her significant others or the Videoconference, everyday home care service when she needs support occasional support in communication activities everyday activities (e.g. . For example, support to finding her program glasses lost items or guidance to use the computer) Bidirectional Improve information and communication from the home care Videoconference, Health service. The home care service uses the robot if they are not on communication Awareness time or if there is new personnel who are coming to visit her. program

The evaluation of the GiraffSense solution will take place in two countries with their own specific health- and home care situations, namely France and Sweden.

Evaluation procedure in France During the first phase, patients, caregivers and professionals will be asked about their needs and expectations with regard of these applications. A moderator and an observer will be present during the focus group. The questions will be open-ended questions to provoke dialogue among participants. Each session will be filmed. Dialogues will be transcribed in writing. The analysis of these records will cover both the verbal and the non-verbal. Analysis of transcription of speech will be carried out. A statistical analysis of textual software will be used. There will be approximately 8 participants per focus group and 3 sessions per focus group. For example: we would like to recruit 8 patients by focus group. A patient can participate in

[GiraffSense] 10 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund several focus groups and give its opinion on several applications, recruitment required 8 patients minimum and a maximum of 32 patients. Recruitment of caregivers or health professionals will take place in the same way. A meeting will be conducted at the end to give the first results to participants.

During the second phase, the mock ups and component of the application will be tested. We propose to recruit 4 focus groups of 6 patients. Each focus group tests each of the four applications (nutrition, communication, medication intake, physical exercise), testing one application per session. For caregivers, we propose to recruit 12 participants and to use 2 focus groups of 6 participants to test one application by session. We propose to recruit 12 professionals and make 2 focus groups. The first and the second session will be short and will cover the use of application. The last session will focus on how data recovery and ethical issues raised by such a process.

In the third phase, a Giraff Robot will be lent to participants (6 participants) during 3 months at home to explore its application in real life. Participants will have the opportunity to call a nurse to ask any questions. She may intervene remotely via a computer to answer their requests.

Evaluation procedure in Sweden In the evaluation of the GiraffSense in Sundbyberg municipality, 2-3 persons from home care services for elderly people will participate as end-users during 3 months. Two to three persons with various disabilities will also be participate in the evaluation for 3 months. Occupational therapists, physiotherapists, nurses and carers will use GiraffSense to support all the different end-users in their daily lives when they need support assistance or service in their home environment. In the iterative development process of the GiraffSense patients, significant others and health professionals will participate. An ethical application will be sent to the Regional Ethical Board in Stockholm. Questionnaires will be analyzed with descriptive statistics. Interviews will be analyzed with qualitative content analysis.

During the first phase of the project elderly persons with cognitive impairment and significant others and health-care professionals will be invited to participate in focus groups at DS living lab. There will be 4-6 persons per focus group. There will be 2 focus groups with elderly, 2 focus groups with significant others and 2 focus groups with care givers. An interview guide will be developed for the focus groups with questions regarding their needs and requirements with regard of GiraffSense. A moderator and observer will be present during the focus groups. Each focus group will be tape-recorded. Descriptive data will be collected in order to describe the participants. All participants will receive oral and written information about the project. Furthermore, they will be informed that participation is voluntary and that all collected data from the tests will be used anonymously. Informed consent will be collected from all participants.

In the second phase, the participants will evaluate mock-ups and components of the application at DS living lab in the same way as in the first phase.

In the third phase, 8-10 elderly patients with cognitive impairment after acquired brain injury will stay in the hospital living lab for four days each in order to test and evaluate the GiraffSense. At the inpatient ward at the hospital two occupational therapists, 20 nurses and 10 assistant nurses will use the GiraffSense in order to support the patient in their everyday activities and safety at their stay in the living lab. The occupational therapists and nurses will also participate in the evaluation of GiraffSense. All participants will receive oral and written information about the project. Furthermore, they will be informed that participation is voluntary and that all collected data from the tests will be used anonymously. Informed consent will be collected from all participants.

[GiraffSense] 11 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund 1.4 Ambition GiraffSense distinguishes two areas in which it will make significant progress beyond the state of the art, namely, service robotics reference architecture and service robot accessibility and recommendation support for elderly with functional impairments.

Service robotics reference architecture for elderly health- and home-care - In the ambient assisted living domain there has been developed the UNIVERSAAL [2] platform to provide basic individual services to elderly that want to live at home independently at or move around home and their carers. Currently this platform is further implemented and deployed for example in the ReAAL [1] project. This platform is not yet made Future Internet proof or service robotics proof like the SALIG++ [3] platform. FI-WARE [4] should address this but their infrastructure and networking management services are far from adequate to guarantee the required SLAs. Service robotic type of applications requires even higher levels of security, privacy and application services management in case of off-loading services to public or private clouds (edges); safety of elderly and their and carers’ security and privacy concerns demand truly robust and reliable QoS management in place for the federated cloud infrastructure and networking to be in place. In addition, the middleware services need to open up for new service robotic platforms to ensure component interoperability and integrability. GiraffSense will extend the UNIVERSAAL [2] platform and the SALIG++ [3] platform to enable those future (possibly SDN-based) cloud management functions.

Service robot accessibility and recommendation support for elderly with functional impairments – In the literature the scaling up or down of the elderly’s or carer’s support given the deterioration or improvement of the developments of the physical or cognitive health and well being of the elderly is not yet studied in relationship to health- and home care service robotics. For ICT tools there have also been carried through studies for dedicated so-called point e-inclusive / accessibility and recommendation support solutions GiraffSense will develop using existing COTS monitoring and recommendation support solutions a knowledge generation enabler based on (reinforcement) learning that allows determining for which elderly and therewith the carers to scale up or down the care support if the elderly’s functional impairment changes over time. For example, the monitoring and proactive support functionalities provided by the SALIG++ [3] platform for classifying the daily activities, such as eating, etc., the health status and wellbeing of the elderly will be reused and extended to fit and enhance the Giraff system capabilities. The SAILG++ [3]robust and real-time multi-scale (rotational and translational invariant) spatio-temporal activity classification modules using (stereo-) video and other multimodal data streams stemming from the Giraff, mobile phones and home appliances will be extended to enable the knowledge generation enabler.

Numerous ICT support solutions for elderly care are commercially available today including Giraff. And although Giraff is the only commercial mobile telepresence solution in Europe, there are now other U.S. providers that are starting to experiment with elderly care applications. Furthermore, there are numerous dedicated – so-called point solutions that address many of the individual components of the GiraffSense proposal, including alarms for emergency situations, fall detection, medication management and nutritional support. Unfortunately, it is left to the caregivers to identify, procure, implement and manage these individual products and services at their own sites. This is true for the technical and operational aspects but more importantly also for the coordination and integration of care across the products and caregivers. Perhaps the most difficult part of this coordination is dealing with the disparate data sources, each with its own protocol, target caregiver and security requirements differing per country through Europe. The task becomes even more delicate as the needs of the resident change over time - for example introducing a new device such as a smart pillbox into the mix and integrating that new information into the overall care process. Some caregivers (particularly in the U.S.) turn to integration organizations to manage all of this, but the added cost works against the very reason this technology is implemented in the first place.

[GiraffSense] 12 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund Specific examples of these point solutions and integration attempts include:

 VGo, a mobile telepresence solution in the U.S. that is being trialled in some home care scenarios for basic ICT support, checking in and social contact.  PivoTell, a smart pillbox in Sweden with GSM connection to report data on what and when doses are taken.  Tynetec, a fall detector in the UK that signals a home hub unit when a fall is detected.  MD.2, a smart pillbox product in the U.S.  IdealLife, a telehealth platform in the U.S. specifically designed for diabetes management  LivHOME, a care manager in the U.S. that will monitor and coordinate various technologies used in a given home care scenario.

These point products are all designed for a specific care requirement but are not integrated from an architecture perspective or from a care activities perspective.

GiraffSense takes on the ambitious of task integrating the technology and care processes into a single solution that can address communications and social contact, home and health care services, medication and nutritional management and data transaction. In fact, one could describe GiraffSense as a “third- generation” platform building and extending existing AAL platforms such as the UNIVERSAAL [2] and SALIG++ [3] platforms, where the first generation is represented by stand-alone ICT products (e.g. the AAL “ExCITE” project and original Giraff concept), the second generation by platforms that begin to integrate various elements of a larger home care solution (e.g. the FP7 “GiraffPlus” project that creates an integrated smart home platform), and now the third generation GiraffSense platform that integrates the care activities themselves and allows everyone involved in the process to build a “care network” around the individual living at home, specifically focusing on functional impairments stemming from limited physical or cognitive impairment and configure it for their specific sites across Europe.

In addition, GiraffSense brings the ambient assisted living support systems for elderly with functional impairments that want to live independently at home and their carers to the next levels by pursuing to create a generic knowledge generation enabler that provides intervention support to both the elderly as well as the carers if the development of his/her or the elderly’s impairment asks for it. In order to compare the effectiveness, efficiency, safety and other quality aspects of this particular enabler, the multimodal accessibility support applications as well as recommendation support applications for cognitive impaired and frail elderly and their carers developed by third parties GiraffSense also aims to deliver a sustainable open research data platform. Almende and SU have a lot of experience in Open Data projects, but providing such a platform on a truly European scale is a new challenging endeavour.

[GiraffSense] 13 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund 2 Impact 2.1 Expected impacts

The big picture shows that many communications tools for elderly, including the commercial Giraff service, have been developed and even introduced to the market. The expectations are that these systems will support independence, well-being and safety for the elderly and persons with disabilities and will enhance communication and interaction between user and informal/formal care givers. However, only a few studies have investigated the acceptance and usability of service robots from the end users point of view. The experience of the care givers with the use of robots have only been studied in laboratory environments. Further research in this area has been long a waited.

We restate here the fundamental goals of our society with respect to caring for a rapidly growing elderly population, as it is useful to test each user requirement we uncover and the corresponding services we propose to develop in the project against these goals.

The first goal is to preserve and enhance the quality of life (QoL) for elderly person. The key elements of QoL include maintaining a dignified manner of life, living with emotional, physical and economic confidence, maintaining relationships with family and friends, and remaining as self-sufficient as possible. For the vast majority of elderly this goal translates to a desire to live at home as long as possible while minimizing the burden of care on family and friends.

The second goal is to manage and reduce care costs, which includes both social care and health care costs. Again, in the vast majority of cases this goal translates to keeping an elderly person living at home and delaying transition to full-time institutional care as long as possible. It also means implementing measures to reduce clinical visits especially including hospital admissions and re-admissions. And very importantly it means leveraging the resources of informal caregivers (who do not factor directly into the cost of care) as much as possible.

It is critical to understand the organizational and cost structures of both social and health care in this context because 1. They share the same two fundamental goals as stated above, and 2. These goals directly drive both forms of care to take place in the home environment as much as possible. As social and health care merge into one seamless care fabric the home becomes the most important care delivery location for our elderly population. Therefore, nothing about the care of our elderly is more important than delivering services that enhance the provision of total care for elderly at home as much as possible.

The ambitious objectives of GiraffSense are quite well-aligned with these goals and well advance what today’s commercial services can deliver (including Giraff). GiraffSense will increase the confidence of both elderly and their caregivers with tools to check well-being, deal effectively with urgent situations, manage health and nutritional requirements, increase health awareness and promote social and community life beyond what simple ICT solutions can provide. These objectives directly support the big-picture goals for elderly care and help professionals, family and friends to build together a “network of care” around a person living independently at home.

The Stakeholder Diagram or Value Chain

There is no single value chain for elderly home care because there are certain parameters that greatly affect the structure. The three most important ones are: 1. the structure of the social and health care systems in the country/region (or lack thereof); 2. the person or organization that is financially responsible for care; and 3. the profile of the elderly resident in terms of health and social care needs, including the location of family members and their willingness and ability to participate in the care process.

[GiraffSense] 14 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund Even with these 3 parameters precisely defined there are still variations driven by user choice (e.g. choosing who will provide their care), how the care will implemented (especially technology components) and whether supplementary services such as a 24-hour call centre are needed. Players can even be customers in one value chain and distributors or providers in another. As a result the value chain is exceedingly complex and one can only provide examples showing where a commercial version of the GiraffSense platform would add value. A commercial marketing plan must first choose the target market (geography and focus care conditions) and then develop the value chain (and go- to-market plan) based on an understanding of the social and health care systems, and where in the value chain the commercial entity wants to participate. Below are two such examples: The first example is the “classic” (if there is such a thing) EU model. The elderly person and their family are the users or clients, and the municipality is the coordinating care entity. The health/medical care organization is usually organized at a higher (regional or state) level and is also a care provider in many of the care scenarios the GiraffSense project envisions serving. GiraffSense provides the platform, primarily Software as a Service (SaaS) but also including strategic hardware components such as the Giraff robot platform, and its customer is the municipality. In more advanced care scenarios there may also be another service provider involved in the value chain such as a 24-hour support center (Tunstall in this example).

Figure 2 Stakeholder relations (Example of European value chain)

The second example shows a quite different value chain from the U.S. market, driven primarily by the fact that there is no strong social care system in that country. In this case the elderly person and/or their family are the customer, and GiraffSense provides its SaaS + hardware platform directly to them via a local retail organization that is responsible for implementation and support. In other words, this value chain is essentially a consumer play. In this case an Accountable Care Organization (ACO) might be responsible for delivering integrated social and health care, and therefore an important partner for GiraffSense. A further critical difference between this value chain and the previous one is that the family does not have a local trusted entity such as the municipality to endorse the service; therefore they must look to a national organization that has branded itself over time as a trustworthy recommender of services. In the U.S. the American Association of Retired Persons (AARP) is one such organization.

Figure 3 Stakeholder relations for AARP (Example of U.S. value chain)

[GiraffSense] 15 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund The Lead Users

Based on the value chain description above, Lead Users are clearly commercial organizations who are interested in providing technology-based service for home care, both in social and health care scenarios. This category of Lead Users is nearly synonymous with telecare and telehealth platform providers, of which many exist in Europe and the U.S. today. Those most likely to take the output of GiraffSense and move it into the commercial market are those that are interested in providing general platforms – i.e. who are not focused on specific care scenarios or medical conditions. Specific examples of those Lead Users are:

 Caretech (Norway) – a telecare platform provider that integrates devices already in the commercial market (including alarms, sensor, biometrics and communications including surveillance and fixed videoconferencing) and provides complete solutions to their customers (primarily Norwegian municipalities).

 Caretech (Sweden) – unrelated to the above company, this is a platform that combines environmental sensors and actuators with a 24-hour monitoring service. They are also planning to expand their platform to include biometric devices and communications options. Caretech focuses on independent living and their customers include municipalities (primarily in Sweden), private care organizations and even individuals.

 Care Technology Systems (USA) – a telecare platform that integrates environmental sensors with biometric devices such as a blood pressure cuff, weight scale, glucometer and pulse oximeter. The entire system is integrated with a personalized interface and monitoring service. They also offer a nurse call system that allows a resident to simply pull a cord on a device to receive assistance.

 GrandCare Systems (USA) – perhaps the telecare platform that is closest to the ambition of GiraffSense. It is a SaaS platform that integrates wireless sensors and alarms as well as biometric devices and dose management, and provides personalized interfaces for activity monitoring and health information. The system also provides a “socialization” feature that allow caregivers to add photos, messages, music, video etc. to the resident’s online portal.

From the perspective of the Lead Users themselves the outputs are enhancements to their existing platforms and services with components from GIRAFFPLUS, thus increasing the end user population that can benefit from such solutions. It is also quite possible that some may adopt the GiraffSense platform entirely and simply customizer it to their target market and customer base. This could be the output of an existing player or a new one via a venture-funded startup.

From the perspective of end users (the Lead Users’ customers) the outputs are: 1. Increased quality of life for the elderly person, and indirectly for their family as well, and 2. Economic benefit through reduced cost care and cost avoidance.

Elderly and disabled resident - Enables continued independent life at home (that this is a desired outcome is nearly an axiom in our society) - Provides confidence and peace of mind, knowing they are safe and can get support as they need it - It does so without placing any significant technology burden on the elderly resident - Improved and easier communication with the caregiver and family and friends that leads to a perception of being less alone and to be in a sense of context(=Kasam, Aaron Antonovsky)

Family and friends (informal care network) - Confidence and peace of mind that their loved one is safe (this is a major driver in any commercial marketing plan) - Cost savings, when the family is financially responsible for care [GiraffSense] 16 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund

Care organization - More efficient care delivery, better use of human resources - Ability to leverage a (free) informal care network - Cost avoidance, specifically by postponing transition to a 24-hour care facility, and by reducing hospital admissions and re-admissions. - Better care to those patients who really need it.

The expected impacts of the GiraffSense project for value network stakeholders are two-fold; first, a validation of the integrated approach to managing care activities and the underlying technology platform that supports them; and second, the foundation for a commercial service that could be implemented very soon after project completion. This service will be offered to both care organizations and individuals (where the family acts as the care organization). Both of these stakeholder groups seek such a solution because they want to extend time living at home, increase the quality of life during that time, and reduce care costs by making care more efficient, postponing more expensive care scenarios (e.g. a full-time nursing home) and reducing hospital admissions. Dissemination to these stakeholders is straightforward because they clearly understand and live with the problem today, and are aware at some level of the commercially available solutions today and their shortcomings. One impact of the project is to have a hardware and software platform that is complete and robust enough such that relatively little additional development effort will be required to commercialize it. It is expected that the additional steps needed to commercialize will focus more on operational considerations, and marketing and sales activities than basic development work. In the table below are the main expected impacts for the end-users and stakeholders are summarised.

Outputs Lead User Outcomes Impact (End of Project) Lead Stakeholder (Short Term) (Long Term) Improve knowledge Scientist New research Improvement of health related to implementation Health care professional Publications care delivery practices of robotics solution for Guidelines health Evaluation results Health care professional Application Better welfare Social/medical New research Social changes organizations Competitiveness

Improved care services Social/medical Standard Better welfare organizations Cost-effective care strategies Software Programmer Algorithm, Code Competitiveness Prototype Integrator Tool Growth, jobs Specifications Vendor Application Savings Scientist New research Social changes Social/medical Political changes organisations Standards Committee Table 1 GriraffSense’s Expected impacts of outcomes for lead users and stakeholders

Having GiraffSense impacts spelled out in the following how the project contributes to the expected impacts listed in the work programme is elaborated on; any barriers/obstacles, and any framework conditions that restrict their achievement are indicated.

[GiraffSense] 17 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund Evidence for the benefits of service robotics developed, based on proof of concept and involvement of relevant stakeholders Over the last years several robotic platforms, either task-specific or generic specific, have been designed to support health and social care in elderly adults. These robotic applications cover a wide range of areas including: rehabilitation, support for hospital/home care professionals and informal caregivers, motivational coaching, and assistance for housework and domestic chores and socialisation, among others. Studies conducted in the area of service robotics suggest that elderly individuals can benefit from robotics- based interventions to improve health, psychological and social status (e.g., healthier nutrition, improved mood, encouraged communication) because of the strong relationship they can establish with a robot (Kidd and Breazel, 2008; Bemelmans et al., 2012). Still, issues regarding the definition of an intervention framework for the use of robots for this target group, including instructions for care staff and informal caregivers should be better studied in order to add a real value and exceeding the level of an entertainment gadget.

The GiraffSense project will proprerly addresse these issues. Consequently, orientations to maximise the impact of the solution include focusing on design principles and robot qualities for success identified by previous work in this area (Dahl & Kamel Boulos, 2013), such as: - Having an adequate personalization regarding technical features and functionalities to match different user profiles - Being motivating and personable regarding social capabilities - Guaranteeing safe user-robot interaction - Assuring proper navigation - Being reliable and robust - Being interoperable

Furthermore ethical issues related to usability and user-acceptance will be carefully examined and managed in order to ensure a positive impact of the solution, particularly regarding the potential reduction in the amount of personal/human contact that the older adult receives, loss of control and personal liberty, or the loss of individual and household privacy.

Reduction of admissions and days spent in care institutions, and prolongation of time spent living in own home when ageing with emerging functional impairments

Age, disability and the availability of informal care (predominantly delivered by the spouse, but children are also important), appear to be the main predictors of institutionalization. By addressing these three factors the GiraffSense project has the potential to reduce institutionalization in this population.

GiraffSense can support independent living for elderly persons and provide a comprehensive picture of the elderly’s well-being. Informal and formal caregivers can use GiraffSense to reduce burden. GiraffSense can be used for guidance in everyday activities in different areas in the home, e.g. bathroom, kitchen etc. It is possible to monitor safety hazards and provide appropriate support at a distance.

Improvement in quality of life of older persons and of their carers

Concerning indicators of public health the use of the GiraffSense system is expected to have an overall positive impact on health status and quality of life of older persons and their informal caregivers by particular improvement of the following areas: functional autonomy, nutritional status, physical health, medication intake, mood and social participation and to reduce caregiver burden.

Several scales will be used to demonstrate the effectiveness of the use of GiraffSense on the achievement of activities of daily living in elderly. Activities of daily living scale and instrumental activities of daily living scale (ADL, IADL Lawton & Brody, 1969) will be used at the beginning and the end of the 3 months at home. To evaluate the benefit of using GiraffSense on the nutritional status, the Mini Nutritional Assessment scale

[GiraffSense] 18 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund (Guigoz et al., 1997) will be completed at the beginning of the evaluation of GiraffSense at home and after 3 months of use. Albumin blood will be measured at baseline and after 3 months of use. Weight and body mass index will also be monitored during the study.

On physical activity, the kinect system and the bracelet will gather information on the user’s physical activity which can be monitored by the practitioner. The number of falls will also be noted. For medication intake a questionnaire evaluating the satisfaction of the use of the application will also be filled at the end of the study. Improve the social network of the elderly is also a goal of GiraffSense. To evaluate this need, the UCLA loneliness scale will be used (Russell et al., 1978). To assess caregiver burden, we will use the ZARIT scale at the beginning and the end of the study (Zarit et al., 1980). To assess the experience of elderly in using new technologies we will use the technology experience questionnaire (Czaja et al., 2006).

Elderly patients with cognitive impairments after acquired brain injury can test their ability with respect to independent living in a safe living lab environment before discharge from Danderyd University Hospital. GiraffSense enables safety monitoring and support at a distance by the care givers. It also provides adequate information regarding the patients need for guidance, assistive technology, further rehabilitation and support at home in early phase of their rehabilitation. This might reduce days spent in the hospital, facilitate care planning and unburden informal caregivers.

Global leadership in advanced solutions supporting active and healthy ageing GiraffSense service robot reference architecture within ambient assisted living environments, its verification methodology for the validation and evaluation of the multimodal accessibility and recommendation support applications and its knowledge generator for adapting those support applications depending on the development of the frailty and / or the cognitive impairment of elderly ensures the continuous further development of ever more advanced solutions supporting active and healthy ageing not outside but also at home and in interaction with their environment or social networks. In addition, the excellence of the consortium partners in the domain of ambient assisted living, multimodal human system interaction, the Future Internet and service robotics together with the commercial viability of Giraff guarantees a high competitive edge.

2.2 Measures to maximise impact

2.2.1 Joint and individual dissemination

Joint dissemination plan

The GiraffSense project will disseminate the results on its website, through leaflets, posters, newsletters, and media campaigns including press releases. It will publish and participate in conferences and events, like the AALIANCE conference, the national Fora on Ambient Assisted Living, the AAL Forum and Investment Forum meetings. Synergies with existing initiatives and AAL projects will be pursued to avoid reinventing the wheel and to assure effective take-up of GiraffSense results. In addition, the GiraffSense project will provide the generic presence and awareness prototypes as open source. GiraffSense applications may also be offered for trial and public evaluation upon project completion pending decisions for extended pilot groups.

Communication activities will be targeted towards all the important communities: industry, SMEs, academia, governments (local, regional, national, European) and the general public.

During the project, as well as after its completion, the outcome from the project will be publicly available on the project website, along with general information on the project. The website will be updated and developed along with the project. Furthermore, dissemination activities will include direct presentations of

[GiraffSense] 19 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund the project results to interested parties. A project-specific 2-sided flyer, along with the presentation will be used on various European and national conferences, workshops and meetings attended and/or organized by the project participants to seek input and feedback as well as to promote GiraffSense.

Mainly addressing the scientific community, project results will be presented through the publication of papers in major scientific conferences, satellite workshops and journals. Dissemination will particularly occur through specific articles and publications in scientific journals such as Geron technology journal – the International journal on the fundamental aspects of technology to serve the ageing society, ITS Magazine, Journal on Ambient Intelligence and Smart Environments, Journal of Pervasive and Mobile Computing, Personal and Ubiquitous Computing Journal, etc., also addressing social care and pervasive health aspects in appropriate journals.

Importantly, the project will set up and maintain a stakeholder platform as part of the open research data store developed by SU and Almende for collecting, accessing, verifying and reusing GIRAFFSENSE research knowledge and technology foreground by third-parties during and after the project (month 6) in line with subsequently yearly updated data management plan.

There are numerous existing and emerging standards in the telecare space that the consortium must understand, track and make decisions regarding compliance at key development points, as driven by the organizations that influence those decisions. These include potential customers, regulatory bodies and the standards organizations themselves. These standards represent opportunities to accelerate adoption of the GIRAFFSENSE service by achieving compliance with relevant organizations and by broadening the devices that can be adapted to the service. However, the obvious risk they pose is to create a barrier to deployment when compliance is technically difficult or costly but required.

The following are the standards (and proposed standards) we know today are relevant to the platform but we do not assume this is a comprehensive list. In WP1 we will survey the entire industry and assess which standards are both technically and commercially important to follow: - Connected devices o Continua X73 – the USB reference system from Continua Health Alliance o Zigbee – the emerging 2.4 GHz wireless standard for home and biometric devices o – 2.4 GHz short-range wireless standard - System architecture o universAAL – AAL platform reference architecture o AALOA – AAL Open Association reference architecture - Database management and record transfer o IHE – integrating the healthcare enterprise, reference for how databases and healthcare systems share information o HL7 – Health Level 7, framework for management of electronic health information o OneCare – primary healthcare partnership that provides guidelines and standards for managing relationship between patient and doctor - Applications o OSGi Alliance REG – dynamic component system for Java, provides modular architecture and standard for embedded applications; REG is residential expert group o W3C – open web platform for application development - Security o Directive 95/46/EC & OECD (organization for economic co-operation and development), directive on protection and privacy of individuals’ personal data o WPA2 PSK / Enterprise – WiFi standard for wireless access, pre-shared key o NIST 800-63 – U.S. standard for user authentication o SSLv3 – TLSv1.0 – client-server handshake authentication

[GiraffSense] 20 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund There are also key regulatory requirements that could pose additional challenges to compliance. Basic CE certification in the EU and its equivalent UL certification in the U.S. are not likely to be barriers for any of the hardware components, but are simply a matter of cost to complete the certification processes. Furthermore, attached devices to the platform that are judged to be Class 1 medical devices will presumably already be certified if they are on the market. However, should any core components of the GIRAFFSENSE platform be judged as medical devices they would also require Class 1 certification, which can be a lengthy and expensive process, especially if they require any fundamental changes to the platform’s architecture or protocols. Finally, regulations for protection and privacy of patient information will certainly be a challenge to comply with, both in the EU (Commerce Directive 2000/31/EC) and in the U.S. (HIPPA). We will mitigate these risks by gaining early insight into the importance of each standard and regulation and the requirements they impose upon system design. In this way we can design compliance – or at least flexibility – into the basic architecture from the beginning. We will also monitor changes and new emerging standards over the course of the project and continually update the system design as needed.

Individual dissemination plans

SU disseminates the results of the facility inclusion will be published in an international publication (journal, conference, professional magazines, ...) such as:

 Conference on Mobile Augmented Reality  Journal of Virtual World Research (http://jvwresearch.org/)  IEEE IoT Journal  IEEE International Workshop on Measurements & Networking (M&N)  Demonstrations of test bed in IEEE Conference on Local Computer Networks (LCN 2013)  International Conference on P2P, Parallel, Grid, Cloud and Internet Computing  International Workshop on Middleware for Large Scale Distributed Systems  International Workshop on Simulation and Modelling of Engineering & Computational Systems  International Workshop on the Internet of Intelligent Things (IoT)  ERCIM (European Research Consortium for information and mathematics)  Computer of the IEEE Computer Society,  IEEE Pervasive Computing explores the many facets of pervasive and ubiquitous computing

HIB disseminates the project results at national and international workshops and conferences, technological platforms and fairs. In particular, HIB will participate to events, fairs and forums (AAL Forum, eVIA Forum, CEBIT etc) and will foster liaison activities among projects and initiatives with similar objectives.

DS will disseminate the project results at national and international workshops and conferences, e.g., International Conference on NeuroRehabilitation, International Conference on Ambient Assistive Technology, International and national Conference on Occupational Therapy for people with disabilities, and in peer reviewed scientific journals about disabilities and technology, e.g. Disability and Rehabilitation: Assistive Technology, Technology and Disability, Scandinavian Journal of Occupational Therapy, BMC Geriatrics. Furthermore, the project will be presented at scientific events, such as “Hjultorget” (www.hjultorget.se), Stroketeamkongressen, (www.stroketeamkongressen.se).

PIAP organizes every year conferences, workshops and exhibitions of newest solutions in automation and robotics. This is a good occasion for dissemination of results achieved in project GiraffeSense. For the dissemination purposes PIAP will use mainly organized by itself AUTOMATICON® fairs - the most important trade fair for automation, control, measurement and robotics in Poland. Our mission of the event will be to promote results of GiraffeSense. Every year there is a good occasion to see new products, software, components and measuring devices, as well as the most attractive for many - complete applications. We

[GiraffSense] 21 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund will organize accompanied by the AUTOMATICON® a series of seminars, lectures and presentations which attract hundreds of specialists from all over the country. The statistics of 20-years long history of the event showed that more than 10.000 visitors attend the Fair every year and all of them are just the right "Target Public" - people from wide range of industries, from Poland, as well as from our neighboring countries. GiraffeSense will be disseminated on a PIAP stand and on a seminar during the event. PIAP will also present GiraffeSense and their aspects of AAL on the AUTOMATION - the conference intended to provide a forum for the presentations of achievements of domestic and international research and industrial centres in the area of practical applications of automation and robotics as well as measuring devices and systems. Additionally PIAP is going to disseminate the project during the seminars taking place every two weeks in PIAP facilities. This is a great chance to present GiraffeSense to research specialists and professors from the Institute and from other research institutes and universities. PIAP is also going to prepare some papers on distributed sensing, robotics, intelligent home, man robot interface and present them in some international journals (i.e. in the Journal of Automation, Mobile Robotics & Intelligent Systems) and Polish magazines (i.e. PAR Pomiary Automatyka Robotyka).

AP-HP will disseminate the project results by:

- Publication of papers, journals and articles. - Holding of end-users forums with the participation of AD family representatives at national level (France Alzheimer). - Holding of workshops for professionals in the French geriatric society and gerontechnological societies both at national SFTAG (French Society for Gerontechnology) and international level (International Society for Gerontechnology – www.gerontechnology.info). - Participation in international conferences in the following fields:

o Autonomy: . The International Conference on Aging, Disability and Independence (ICADI) . The Gerontechnology Forum . The International Conference on Computers Helping People with Special Needs (ICCHP) . The European Conference for the Advancement of Assistive Technology (AAATE) o Smart homes: . Connections Europe . 'Net@home . The International Conference On Smart homes and health Telematic (ICOST) o Robotics : . International Conference on Intelligent Robots and Systems (IROS) . European Conference on Mobile Robots (ECMR)

ALMENDE disseminates the project results at national and international workshops and conferences, e.g., International Joint Conference on Neural Networks, International Conference on Intelligent Robots and Systems, International Conference on Self-Organization and Adaptation of Multi-agent and Grid Systems, International Conference of Complex Systems, and in journals on fundamental and application-oriented robotics system research, e.g., Journal of Robotic Systems, Journal of Intelligent and Robotic Systems, IEEE Transactions on Systems, Man and Cybernetics, Part B, Robotics and Automation, IEEE Transactions on Pattern Analysis and Machine Intelligence, and Journal on Intelligent Service Robotics, and at scientific events, such as ICT Research Event Netherlands (http://www.ictonderzoek.net/), ICT platform for Professionals in Care (http://www.ictzorg.com/domotica-telezorg/), Domotica Platform. NL (http://www.domotica.nl/aktiviteiten.php), Nationaal kenniscentrum domotica & slim wonen (http://www.smart-homes.nl/), and Living Tomorrow (http://www.livtom.nl/). In addition, material will be published on its own and the project web site, YouTube and in popular science magazines. ALMENDE disseminates the exploitable project’s results towards industry by organizing networking events, exhibition

[GiraffSense] 22 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund and information stands at upcoming ICT Events and in workshops and seminars at ALMENDE’s premises for its own daughter companies as well as those of partners.

Giraff is a commercial service provider in the target industry, and as such has many opportunities for dissemination both at the industry and customer level. Industry events which Giraff has presented at previously and expects to participate again to disseminate information and results from GIRAFFSENSE include: the AAL Forum, an EU-wide event that meets in a different city each year in late September, and provides an opportunity both for exhibition and paper submissions; national AAL events such as the annual AAL Congress in Berlin (usually in January), and similar events in Sweden supported by VINNOVA (the Sweden national partner for AAL) and SIAT (Swedish Institute for Assistive Technology); AALOA (AAL Open Association), an EU organization that promotes standards for the AAL industry; euRobotics, a coordination program supported by FP7; ICT, an annual EU (but attracts many attendees from around the world) exhibition with an entire exhibit section dedicated to robotics, as well as several conference sessions; RoboBusiness, a global organization (that also has a dedicated European sub-organization) focusing on applications and business opportunities for robotics; HRI (Human Robotic Interaction), also a global organization with major exhibitions and conferences in the U.S. and Europe annual conference is held in a different EU country; EUROP (European Robotics Technology Platform), an industry-driven framework to strengthen Europe’s competitiveness in robotic R&D, as well as global markets. Giraff also participates in countless customer events including community presentations, political committee briefings and municipality “mini-fairs.”

SK disseminates the project results at regional and national workshops and conferences, e.g., Carpes National Conference (http://www.project.carpe.se) Material will be published at the project website of Carpe. The elderly care administration have different kind of regional and national network and conferences where they mainly together with SKL can disseminate the result of the GiraffeSense project; The Swedish Association of Local Authorities and Regions, which represents the governmental, professional and employer-related interests of Sweden's 290 municipalities and 20 county councils (www.skl.se). SK also cooperate/ is a member of FOU (www.fou.se) which is a authority for research and development. They have a lot of conferences where we can participate and disseminate the result of the GiraffeSense project.

AGE will publish short reports on ongoing activities and project outcomes elaborated in AGE monthly online magazine CoverAGE (sent to more than 2.000 contacts across the EU, including MEPs, European Commission officials and Permanent Representations) and on AGE dedicated webpage. AGE will disseminate the project material via International cooperation. AGE is involved in more than 20 European projects for improving the quality of life of older people. AGE moreover works at European policy level, advocating for older people’s rights and for voicing their needs and concerns. Therefore AGE deems communication as key. In the light of the project, AGE will disseminate project material to projects’ partners, to regional and local public authorities, national and EU policy makers, researchers and academics, and other relevant stakeholders including AGE network of older people’s organisations. AGE will further disseminate project material to relevant EU and national events in which AGE participate and to AGE statutory meetings (Council and General Assembly).

2.2.2 Joint and individual exploitation

Joint exploitation plan

A detailed plan for individual exploitation activities will be firstly developed. Based on it, the next step is the identification of the overall exploitation strategy, building on partners’ market knowledge and business contacts, to maximise the opportunities for market adoption of the project results. After determining and settling background IPR in settled in the Consortium Agreement and foreground IPR acquired by the GiraffSense consortium through regulations, a shared revenue model for the latter foreground IPR is developed for future exploitation by the whole consortium within different market segments and niches.

[GiraffSense] 23 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund GiraffSense will set up a stakeholder platform for presenting GIRAFFSENSE research knowledge and technology foreground towards third-parties during and after the project to ensure rapid market introduction and take-up. The applications and services can not only be configured by the service provider to meet the specific presence, awareness and complementarity needs of the elderly, but they can also be adapted to and enriched for the prevalent social and organisational structures, protocols and procedures in place throughout the European member states. In all member states, GiraffSense requirements engineering, design and implementation and evaluation are performed to make explicit the possible differences across Europe. Subsequently, generic GiraffSense services are developed, integrated, tested and deployed. The services can subsequently be tuned to, e.g., medical protocols & procedures and loosely coupled to related medical systems applicable for the local pilot sites across Europe. This technological flexibility allows diversification of the GiraffSense product and service portfolio and adaptation to the different needs in the various European countries. In particular, the presence of end-users trial locations in the different countries with different environments guarantees that different social and cultural environments will be taken into account for the first GiraffSense solutions and positively impact the commercial viability in those countries and subsequently across Europe.

Executing market research and field tests in the different countries in addition ensures that the GiraffSense systems and services will be European-wide viable. This will also provide a basis for the adaptation to country specific and personalized requirements.

Sweden and France have a fast growing elderly population with the associated impairments and forms therewith foremost as potential market for take up of the GiraffSense solutions. Moreover, these populations, despite the economic crises, own a large part of the European wealth – which is freed as they are paying off their mortgages, etc. Thus, they form a large potential market for the GiraffSense solutions. After the first year of tests, the first prototype GiraffSense applications and services are ready to be marketed. In the second and third years, these applications and services are extended and fine-tuned to meet the needs and demands of the various customer groups and the medical regulations in the various countries. The first commercially available GiraffSense applications and services on market are foreseen not more than two years after project termination.

Nevertheless, the time distance to market could be reduced in particular by involvement of other stakeholders than currently in the consortium, such as care funders including national and European governments. These could provide incentives to participate financially in the roll-out as well as financing GiraffSense applications and services. Furthermore, user acceptance could be stimulated and sustained by offering personalized GiraffSense applications and services.

The GiraffSense knowledge and technology assets promise take up in other care market segments as they can be applied with minor changes to other end-users such as:

 Primary stakeholders (users and carers) - physically or mentally impaired youngsters and their careers, physically or mentally impaired adults living independently, adults with mild intellectual deficits living independently (e.g., people with Down’s syndrome capable of independent living with some support); adults with mental disorders living in communal homes in the community; adults with mental disorders living with their families and their primary carer.

 Secondary stakeholders (organizations offering services): Social services, Mental Health service providers, Health insurances, and others serving the above mentioned primary users.

New user and application service models merely have to designed for the specific needs of the primary user in each case or adapted for use by their primary carer. GiraffSense results can also serve youngsters with or without impairments or physical disabilities and disorders – obesity or anorexia - or people with e.g. HIV finding and being connected to their own relatives, friends and medical professionals. Even for the large group of people with no or minor health issues, the presence and awareness support are valuable.

[GiraffSense] 24 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund

Individual exploitation plans

SU (Stockholm University) has several channels for dissemination by virtue of the fact that it is one of the largest universities in Sweden and the Department of Computer and System Sciences (DSV/SU) is by far the largest department within the university. DSV/SU is part of the ICT cluster located in Kista, Stockholm, which is the ICT centre of Scandinavia. The GiraffSense platform will interoperable with the Swedish eGovernment national virtualization test bed of next-generation e-government services hosted and operated by DSV/SU to offer further synergies and visibility through the DSV/SU Outreach program.

The research focuses on enabling new ways for participation in society, and allows us to rethink application areas such as culture, public decision-making, transport, healthand care services etc. The test bed for extension with GiraffSense will be use within several EU projects by project partners throughout Europe. The objective is to maximize the visibility of how results in GiraffSense at DSV/SU, in collaboration with partners in and outside, help address societal challenges in key areas - such as health, transport and eGovernment - and bring the results to the attention of international delegations as well as authorities, municipalities, and key players in the IT industry present in Kista, Stockholm.

HIB is a SW development SME that is highly focused to the development of innovative services and products to gain competitive advantage. The R&D department is especially focused on the research and development of services to target e-health challenges for improving care processes and for healthy ageing and wellbeing. In this innovation direction, HI Iberia plans to exploit the results of the project improving the services that are currently being offered to the company's clients, mainly in National Spanish Framework, and, at the same time, gaining access to a wider European market currently not exploited regarding care management and processes.

DS is a rehabilitation clinic at a University Hospital. The GiraffSense will be used in clinical practice in our training apartment. A lot of international and national health care professionals visit DS training apartment and it is a great opportunity to disseminate our knowledge how to implement GiraffSense in clinical practice. Furthermore, Health care students are also visiting the apartment during their education, which increases the dissemination of the GiraffSense system.

PIAP is a research institute. After the end of the project PIAP will continue the development of sensors used for GiraffeSense within the scope of Institute research activities. Further development of a robot RENUS for rehabilitation assistance is also considered. PIAP has already worked within some AAL projects and is cooperating with some senior and nursery homes in different parts of Poland. Thus the exploitation can be carried out all over the country, in different senior homes, i.e. SENIOR in Warsaw, ZOJA in Szpakowo.

AP-HP is the Paris area’s University Medical Center (UMC) and the leading UMC in Europe. The GiraffSense solution will be integrated to APHP clinical practice, first within the Geriatrics department at Broca Hospital site, followed by a generalization to other clinical departments. Contents of the GiraffSense solution will be used in next generation therapeutic education programs intended to teach patients how to better manage their treatment, how to prevent specific complications and improve their quality of living. Other area of exploitation concerns best practices for user-centred design process focusing on elderly with frailty and/or cognitive impairment and for the assessment of clinical and psychosocial benefits of assistive robotics solutions for the target population and their informal and formal caregivers. Guidelines and recommendations on this topic could be exploited among Living Labs, health and social care institutions and other relevant stakeholders interested in health care innovation practices.

ALMENDE is a research SME. The business model is built on the fact that research leads to basic technology that can be transformed or used in products for different domains. The commercial activities take form within spin-off companies, to ensure maximum focus on research at ALMENDE. In relationship with [GiraffSense] 25 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund GriraffSense, ALMENDE plans at approximately 2 years after the end of the project to further develop and commercialize the results and experiences gained regarding robust vision and self-learning of the accessibility and recommendation support applications. More specifically, ALMENDE aims at application of the insights and technology from GiraffSense to products and services of its daughter companies, Sense Observation Systems, ASK CS and DOBots. They will further develop and market the intelligent elderly health-home care systems exploit ingthis knowledge and technologies in order to monitor and assist elderly in a seamless multimodal manner to better align patients/elderly, service robots, smart home environments, other medical support systems, caregivers or medical professionals over various communication network technologies when needed. Giraff: The new platform envisioned by GIRAFFSENSE is a natural evolution of Giraff’s current commercial service and even its planned next phase based on the results of the FP7 GiraffPlus project. Therefore it is exceedingly clear that the exploitation plan for Giraff is nothing less than commercialization of the GIRAFFSENSE platform. Such an ambition clearly requires funding, which therefore means we will develop a business plan tailored to the expectations of venture capital funds, make contacts to funds with known interest in the space, engage in dialogues and support due diligence with the goal to secure funding. From there we will develop an operational and execution plan covering development, financial planning, production, marketing, sales and other operational activities.

SK: Sundbyberg Individual and care administration municipality. The GiraffSense will be recommended in clinical practice. To using opportunity in international and national health care professionals visiting to disseminate our knowledge how to implement GiraffSense in clinical practice.

AGE AGE can organize one final event at European level to present project outcomes to EU policy makers (European Parliament, European Commission, Council and permanent representations) Through engagement in various European research projects and European Advisory Boards, AGE will contribute to reinforce and enlarge the project’s network, to liaise between projects and policy-oriented initiatives, and to leverage the lessons learnt at European level for improving the quality of life of older people.

3 Implementation 3.1 Work plan — Work packages, deliverables and milestones The work plan and work flow of the GiraffSense three year project is structured as shown in figure 4. WP1, WP2, WP3 and WP4 build a yearly cycle which produce the results and outcomes channelled to stakeholders and the scientific community in WP5 “Dissemination, Standardization, Exploitation (incl. Business Assessment & Stakeholders Platform)”.

GIRAFFSENSE PROJECT OVERVIEW WP1 Scenarios, Use Cases, Ref. Architecture and Methodology

WP2 GiraffSense Services Platform

WP3 GiraffSense Accessibility and WP4 System Integration, Methodology, Recommendation Applications Testing and Evaluation

WP6 Management and Coordination WP5 Dissemination and Exploitation

[GiraffSense] Figure 4 Implementation plan26 and inter-dependencies Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund From WP1 “Scenarios, Use-Cases, (Ref.) Architecture and Verification Methodology”, the project develops the design of the GiraffSense Services Platform, followed by the modelling and design of GiraffSense Accessibility and Recommendation Applications in WP3, which are subsequently integrated and evaluated in WP4 “System Integration, Methodology, Testing and Evaluation”. WP6 “Management and Coordination” spans the entirely length of the project and produces reports at regular intervals marked by milestones. The GiraffSense project applies a user-centred approach involving end-users throughout the development lifecycle. Three basic principles of this approach will be followed: (a) an early focus on users and their needs, (b) evaluation and measurement of product usage, and (c) iterated design. Therefore, end- users organizations participating in the project (DS, APHP, SK) will use a variety of techniques and methods to take into account user’s needs for the design of the solution including: (a) focus groups and other qualitative/quantitative methods to identify end-users needs and define technical specifications (WP1), (b) iterative co-development and assessment of early prototypes of the solution at the Living Lab (WP3 and WP4), and (c) evaluation of the final solution in real life conditions (users’ homes, hospital) (WP4).

Figure 5 shows the GANTT Diagram with Milestones (MS) and Deliverables (D).

Year 1 Year 2 Year 3 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 MS1 MS2 MS3 MS4 MS5 MS6 MS7 PHASE 1 PHASE 2 PHASE 3

WP1 Service Robot Scenarios, Use Cases, Reference Architecture, and Verification Methodology T1.1 D1.1 D1.1 D1.1 T1.2 D1.2 D1.2 D1.2 T1.3 D1.3 D1.3 D1.3 T1.4 D1.4 D1.4 D1.4 WP2 GiraffSense Services Platform T2.1 D2.1 D2.1 D2.1 T2.2 D2.2 D2.2 D2.2 T2.3 D2.3 D2.3 D2.3 T2.4 D2.4 D2.4 D2.4 WP3 GiraffSense Accessibility and Recommendation Applications T3.1 D3.1 D3.1 D3.1 T3.2 D3.2 D3.2 D3.2 WP4 System Integration, Methodology, Testing and Evaluation T4.1 D4.1 D4.1 D4.1 T4.2 D4.2 D4.2 D4.2 D4.3 D4.3 D4.3 T4.3 D4.4 WP5 Dissemination & Exploitation T5.1 D5.1 D5.1 D5.1 T5.2 D5.2 D5.2 D5.2 WP6 Management and Coordination T6.1 D6.1 T6.2 D6.2 T6.3 D6.3 D6.3 D6.3

Figure 5 GANTT Diagram with Milestones (MS) and Deliverables (D). Table 3.1a: Work package description For each work package:

Work package number 1 Start Date or Starting Event M1 Work package title Service Robot Scenarios, Use Cases, Reference Architecture, and Verification Methodology Participant number 1 2 3 4 5 6 7 8 9 Short name of participant SU HIB DS PIAP APHP ALM GIR SK AGE Person/months per 12 12 17 12 21 12 12 16 2 participant:

Objectives 1 To identify target groups (patients, families, healthcare professionals), assessment of their needs and preferences with regard to the services initially considered for the GiraffSense solution, and definition of high-level scenarios taking into account cultural and context factors and ethical issues related to technology acceptance and usage behaviour. 2 To derive technical use cases based on the high-level scenarios as well as related end-user and technical requirements

[GiraffSense] 27 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund 3 To design the GiraffSense system, network and service infrastructure and applications on the basis of the technical use cases and requirements 4 To develop a design process of the GiraffSense solution in which users’ feedback will be used to improve the solution at each stage of the project.

Description of work (where appropriate, broken down into tasks), lead partner and role of participants This work package identifies GiraffSense scenarios, use cases, and end-user and technical requirements. For this purpose end-users from all pilot countries will be directly involved in the process by using different iterative and participatory methods (surveys, focus groups, observations). It also determines the GiraffSense system specifications and the design of the interaction between GiraffSense services, applications, devices and end-users.

T1.1 Scenario development and use cases for frailty and cognitive impairment (APHP, DS, HIB, PIAP) Definition of high-level scenarios for self-care at home as well as for stimulating and supporting daily activities at home. These scenarios will be updated throughout the project taking into account end users (elderly, informal and formal caregivers) feedback following their interaction with mock-up and prototype versions of the system as well as interest and needs of other relevant stakeholders. This task describes scenarios on the basis of interviews, questionnaires, participatory design studies and usability studies (DS, APHP).

On the basis of the developed scenarios, this task will also identify a set of use cases (DS, APHP) for the GiraffSense privacy and security (enhancing), interaction, cooperation and activity support functionalities and features. The corresponding end-user requirements will be further analysed in Task T1.2 and specified in Task T1.3.

T1.2 Domain specific & interaction requirements ( HIB; DS,ALM, SU) On the basis of the use cases identified in Task T1.1, this task will in depth analyse the end-user requirements in order to retain the technical requirements on the GiraffSense system that will have to be met by the final pilot applications. It determines the technical requirements of the GiraffSense system and interaction that adhere to the requirements and the use cases features determined in Task T1.1. Both functional and non-functional requirements will be defined, including component performance for sensors infrastructure modelling user (profile including privacy) modelling (PIAP, HIB), context modelling (Almende), application service modelling (SU), and interaction and usability modelling (HIB, DS). The requirements will include those for interface prototypes between services, applications, devices and end-users. The output of this task serves as input to the GIRAFFSENSE AAL compliant service robot reference architecture and interaction design in Task T1.3 and as guide for the applications development in WP3.

T1.3 AAL service robot reference architecture & service components specification (ALM, SU, GIR, PIAP, HIB, APHP, DS) This task specifies the GiraffSense service robot reference architecture as well as the service components, embracing and extending elements of the open service platform universAAL [2] and using protocols and open source APIs compliant with AAL standards (www.aaliance.eu). This reference architecture and component service specification will be implemented in WP2 and composed to applications in WP3.

Subtask T1.3.1 Reference architecture (SU, ALM, PIAP, GIR, HIB) This subtask defines, specifies and maintains the GiraffSense service robot reference architecture based on AAL standards and architecture choices for easy integration with other external frameworks and platforms, and its service components of which the requirements are defined by Task T1.1 and T1.2.

Subtask T1.3.2 Middleware services (SU, ALM, PIAP, HIB) This subtask specifies the services ensuring the interoperability and interworking of the GiraffSense functional system components and other open source or commercial solutions.

[GiraffSense] 28 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund

Subtask T1.3.3 Robot services (ALM, ALM, SU, PIAP, GIR, HIB, DS, APHP, SK) This subtask specifies the standard provided GS services with possible extensions GS services (GIR, ALM, PIAP); the home-care network services for daily activity support (HIB, DS, APHP, SK) and for well-being support concerning social cohesion and communication services (SU, ALM, DS, APHP, SK), multimodal robot human interaction (GIR, HIB, ALM, PIAP, APHP, SK) and navigation and orientation (ALM, HIB, ALM, PIAP, DS, SK); health care network services for functional (physical and mental) impairment development monitoring and guidance support services (HIB, ALM, GIR, PIAP, APHP, DS, SK) and medication intake and nutrition support (ALM, APHP, DS); GS service robot knowledge generation for ensuring ready intervention support for scaling down or up services in case there are changes in the frailty or cognitive impairments of the elderly (HIB, ALM, SU, PIAP, GIR, DS, APHP, SK )

Subtask T1.3.4 Medical data transaction security and privacy enhancing services (PIAP, SU, ALM, HIB, DS, APHP, SK) This subtask specifies the security and privacy enhancing component services (PIAP, ALM, HIB) to be interwoven with the core GIRAFFSENSE services and the used enabling infrastructure such communication, storage, and computing networks in the cloud and at home or hospital or care-organization. DS, APHP and SK will provide input on the specific end-users requirements and needs of the pilot sides in order to increase the usability of the GiraffSense system.

Subtask T1.3.5 Application life-cycle management services (SU, HIB, ALM, DS, APHP, SK, GIR). This subtask specifies application management services (SU, HIB, ALM, GIR) for creating, updating and maintaining applications and keeping alive sessions for elderly and stakeholders related to the specific classes of frailty and cognitive impairments identified in task T1.1 and T1.2 and guaranteeing associated Service Level Agreements (SLAs), such as response times and up-times. Specific pilot side requirements on GiraffSense system are taking into account and ensured (DS, APHP, SK).

Task T1.4 Verification Methodology (HIB, ALM, PIAP, DS, SK) This task develops a common verification methodology in order to validate and evaluate whether or not the GiraffSense system complies with the end-users (PIAP, DS, SK) and technical requirements (HIB) identified in Task T1.1 and T1.2 and therewith also the GiraffSense architecture and component services specifications of Task T1.3 (ALM, PIAP). On the one hand the task develops validation and evaluation frameworks specifying the metrics or key performance indicators to be met by the component services or applications. On the other hand it designs and plans a set of iterative verification tests such as module, integration and system tests, with the objective of ensuring that the GiraffSense system is being built according to all the expected requirements and specifications. The output of this task is a report about the verification methodology to be followed and implemented in Task T4.1, T4.2 and T4.3 for testing the GiraffSense modules and applications.

Deliverables (brief description and month of delivery) D1.1 Scenarios, Use Cases and Requirements (M6, M17, M28) D1.2 Domain and service robot interaction requirements (M6, M17, M28) D1.3 AAL service robot reference architecture (M9, M18, M29) D1.4 Verification Methodology (M9, M18, M29)

[GiraffSense] 29 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund Work package number 2 Start Date or Starting Event M4 Work package title GiraffSense Services Platform Participant number 1 2 3 4 5 6 7 8 9 Short name of participant SU HIB DS PIAP APHP ALM GIR SK AGE Person/months per 18 10 0 9 0 15 9 0 0 participant:

Objectives 1 To develop GiraffSense middleware 2 To develop GiraffSense service robot enablers 3 To develop GiraffSense service robot security and privacy 4 To develop GiraffSense service robot support application life-cycle management

Description of work (where appropriate, broken down into tasks), lead partner and role of participants

This work package implements all the components services specified in Task T1.3 and combines to useful enablers of the Giraff applications developed in WP3. For the home- and health care data distribution services the GiraffSense applications will integrate with and use the existing platform called SALIG++. This platform offers already standard daily activity monitoring and classification tools and allows to integrate information between elderly as well as informal and formal carers and to interact with the GiraffSense system.

Task T2.1 GiraffSense Middleware (SU; ALM, PIAP) On the basis of the reference architecture and component services defined in Task T1.3, this task further implements the middleware needed for the interoperability and interworking of the GiraffSense functional system components and existing open source solutions mixed with proprietary cutting edge software provided by consortium partners.

Task T2.2 GiraffSense Service Robot Enablers (SU, HIB, ALM, PIAP) This ask develops the basic enablers implementing and combining the service robot home- and health care components services defined in task T1.4; these enablers will be composed to the core GiraffSense service robot cognitive & physical impairment support and recommendation applications in WP3.

Subtask 2.2.1 Home, elderly and care network monitoring (ALM, SU, HIB, PIAP) This subtask develops a monitoring system that acquires the wireless or wired sensor-actuator network data and the GiraffSense service robot session data streams related to the states of home devices and to those of the elderly, relatives and caregivers. In addition the module processes, fuses and classifies the data streams in terms of meaningful ontological concepts that coincide with the service component concepts used in the applications developed in WP3 and identified in WP1. For example, availability of caregiver to line up for providing elderly assistance at home can this way be corroborated and be used to contextualise the GiraffSense robot service management. The monitoring system stores the acquired streams in a database to learn to classify e.g. cognitive and physical activities of elderly in terms of behaviours of a person or the situations at home (see subtask T2.2.3), and to provide effect GiraffSense robot service support, implicit and/or explicit feedback data.

Subtask 2.2.2 Service robot support (SU, HIB, ALM, PIAP) This subtask develops a proactive service robot support system that reasons on the basis of the classification schemes applied to the actual monitored home, elderly and care network data streams and related stored models, which GiraffSense service robot support scheme to trigger, e.g. raise alarms to caregivers if needed and provide more useful information for the formal and informal caregivers.

[GiraffSense] 30 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund

Subtask 2.2.3 Service robot knowledge generation (HIB, ALM, PIAP) This subtask develops a (reinforcement) learning system that derives and updates processing, fusing and classification models / schemes on the basis of the stored training and annotated data streams gathered after installation of the monitoring system. This system creates these models not merely for characterizing the home, elderly and care network. It rather combines those data streams with the GiraffSense robot service session data streams to derive the proper proactive GiraffSense service robot support models / schemes (see subtask T2.2.2). It comprises besides the frailty and cognitive impairment and recommendation modelling, also the profiling of the elderly as well as informal and formal carers preferences and privacy and security concerns on the basis of the collected and analysed real-time application interaction and feedback data.

Task 2.3 GiraffSense security and privacy management enablers (PIAP, SU, ALM, HIB) This task develops the basic components enabling the security and privacy services defined in task T1.4; these enablers will be interwoven with the GiraffSense service robot cognitive & physical impairment support applications in WP3. It develops a manager for enforcing privacy and security throughout personal and care networks of the elderly and stakeholders independent of the platforms and infrastructures used.

Task T2.4 GiraffSense application life-cycle management enablers (SU, HIB, ALM, GIR) This task develops a system that allows automatic configuration and management of GiraffSense service robot applications with the necessary security and privacy protocols enforced.

Deliverables (brief description and month of delivery) D2.1 GiraffSense middleware (M12, M25, M33) D2.2 GiraffSense Service Robot Enablers (M12, M25, M33) D2.3 GiraffSense security and privacy management enablers (M12, M25, M33) D2.4 GiraffSense application life-cycle management enablers (M12, M25, M33)

Work package number 3 Start Date or Starting Event M4 Work package title GiraffSense Accessibility and Recommendation Applications Participant number 1 2 3 4 5 6 7 8 9 Short name of participant SU HIB DS PIAP APHP ALM GIR SK AGE Person/months per 12 16 6 7 16 15 6 4 2 participant:

Objectives 1. To model and build the GiraffSense content accessibility application for cognitive impaired and frail elderly or those with little device interaction skills or capabilities 2. To model and build the GiraffSense recommendation support applications for medication intake for instance involving not only elderly but also their carers

Description of work (where appropriate, broken down into tasks), lead partner and role of participants

According the usability and accessibility specifications and using the Giraff enablers implemented in WP2 this work packages creates the following components for:  User models for the stakeholders on the basis of actually collected behaviour patterns and feedback, and

[GiraffSense] 31 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund  Application service models for the reconfiguration and adaptation of the web-based applications including interfaces on the basis of the context and user models.

The GRAFFESENSE security and privacy management and application life-cycle management enablers will be interwoven with these GiraffSense applications.

Task T3.1 GiraffSense accessibility support application (HIB, ALM, SU, GIR, PIAP, DS, APHP, SK) This task develops a Content Adaptation Application to facilitate the use of GiraffSense system by people with cognitive and physical impairments or little computer experience. This application provides a multimodal adaptive User Interface (HIB) on GiraffSense (GIR) that allows the reconfiguration (SU) and adaptation of the web-based applications (ALM) for each person according to his/her limitations and personal preferences such as privacy (PIAP), and to network load issues (SU). It allows multimodal interaction with other devices via GiraffSense in order to support accessibility of the available and diverse communication and interaction means at the pilot sites (DS, APHP, SK).

Task T3.2 GiraffSense recommendation support applications (HIB, ALM, SU, PIAP, DS, APHP, SK) This task develops a set of applications to improve or stimulate the everyday life of elderly people involving the carers when and where needed: 1. Medication Intake and Nutrition Application, which displays the list of medications and allows the elderly to validate when medication has been taken and to balance this intake with his / her nutrition and cooking behaviour, providing them recipes and tips how to cook a healthy meal. It also notifies carers and professionals about the development of the physical health status and social and cognitive well-being of the elderly and recommends carers about switching to another intervention schemes for stimulation elderly for example to contact their family or vice versa (ALM, SU, PIAP, DS, APHP, SK). 2. Agenda and Calendar Application, which facilitates communication between the end user and their careers, arranging readily appointments without too much hustle, and allows elderly people to be reminded of relevant appointments with for instance with specialists at the hospital, either automatically or by their carers (HIB, SU, PIAP, DS, APHP, SK). 3. Shopping List Application, which allows elderly to create the shopping list and send it to their carers or take it with him/her if he/she likes to do it him/herself (HIB, SU, PIAP, DS, APHP, SK). 4. Route Planning Application, which provides to the elderly the easiest way to reach known places outside home such as supermarkets avoiding stressful situations like cross roads where there is a traffic jam (ALM, SU, PIAP, DS, APHP, SK).

Deliverables (brief description and month of delivery) D3.1: GiraffSense accessibility support application (M12, M25, M33) D3.2: GiraffSense recommendation support applications (M12, M25, M33)

[GiraffSense] 32 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund Work package number 4 Start Date or Starting Event M4 Work package title System Integration, Methodology, Testing and Evaluation Participant number 1 2 3 4 5 6 7 8 9 Short name of participant SU HIB DS PIAP APHP ALM GIR SK AGE Person/months per 12 12 24 12 31 9 6 23 2 participant:

Objectives 1. To integrate GiraffSense system components with the existing ICT infrastructures at the pilot sites and the platforms brought in by the consortium partners 2. To test whether non-functional and functional requirements on the GiraffSense system specification are met 3. To evaluate GiraffSense system for usability and accessibility

Description of work (where appropriate, broken down into tasks), lead partner and role of participants The work package is carried out in three iterations in order to support end-user involvement and to ensure that feedback from end-users is available and used to shape the GRAFFESENSE concept.

Task T4.1 System integration (PIAP, HIB, ALM, SU, GIR) Early on this task defines an open data management plan that will be further maintained by WP5 and sets up an Open Research Data store (Almende, SU). Next, this task specifies and documents the deployment architecture of the GIRAFFSENSE system (GIR) integrated with the existing infrastructures. In addition, GIRAFFSENSE applications developed in WP3 are configured for and adapted to the specific pilot site ICT infrastructures and protocols (SU, HIB, ALM). Using the verification methodology led down by WP1 tests are performed to guarantee that hardware components prevail under real-world conditions and meet accessibility requirements, and the integrated GIRAFFSENSE software components meet the functional and performance interactivity requirements (PIAP, SU). This system including the open research data store serves as input for WP3 for carrying out user and application service modeling but also dissemination of the project’s built up foreground to external third-parties from the industry, general public and scientific communities in WP5.

Task T4.2 Integrated platform validation (GIR, SU, PIAP, ALM, HIB) This task develops and executes the verification tests on the GiraffSense integrated platform itself. This includes verifying the interoperability of all components, and in particular that interoperation follows the defined architecture for protocols, middleware, data storage, user interfaces, etc.

Task T4.3 Applications Validation (HIB, SU, ALM, PIAP) This task develops the verification tests (defined in the Task T1.5) for different applications and extensions developed in WP3 in order to evaluate whether or not the GiraffSense system complies with the technical requirements and system specifications stipulated in Task T1.1, T1.2 and T1.3. This task builds upon the basic platform validation in T4.2 and reports on the collected test results.

Task T4.4 Applications evaluation (PIAP, APHP, DS, SK) An ethical application will be sent to the Regional Ethical Board in Stockholm and by Paris-Descartes University ethical committee and the national ethical board (CNIL, CCTIRS). All participants will receive oral and written information about the project. Furthermore, they will be informed that participation is voluntary and that all collected data from the tests will be used anonymously. Informed consent will be collected from all participants (DS, SK, APHP).

Elderly persons with cognitive impairment and frailty, health-care professionals and other stakeholders will

[GiraffSense] 33 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund be invited to evaluate the usability of the GiraffSense system at DS living lab and the SK and APHP pilot sites. An interview guide will be developed for the evaluation sessions with questions regarding satisfaction of the system and the design. Observations and interviews will be conducted to examine how easy the features are to use and understand in order to carry out the required tasks etc. Descriptive data will be collected in order to describe the participants (APHP, DS, SK).

Various stakeholders at the living lab or the pilot sites evaluate the deployed GiraffSense applications developed in WP3. In particular, implicit and explicit feedback is gathered from the elderly as well as informal and formal carers concerning the non-functional performance of the cooperation and daily activity support provided.

The explicit user feedback consolidated (DS, SK, APHP) serves as input for WP1 to extend, refine or adapt the GiraffSense scenarios, use cases and requirements and as input for WP5 to determine business proposition and marketing strategy in the different member states. The implicit user feedback data consolidated (PIAP) serve directly the user and application service modelling in WP3.

The output of this task is a set of reports about explicit and implicit user feedback with respect to the usability and accessibility of the application support (PIAP, SK, DS, APHP).

Deliverables (brief description and month of delivery) D4.1: GiraffSense deployment architectures, integration and tests (M15, M27, M36) D4.2: GiraffSense Integrated platform and applications validation (M15, M27, M36) D4.3: GiraffSense applications evaluation (M15, M27, M36) D4.4: Data management plan and open research data store (M6)

Work package number 5 Start Date or Starting Event M1 Work package title Dissemination and Exploitation Participant number 1 2 3 4 5 6 7 8 9 Short name of participant SU HIB DS PIAP APHP ALM GIR SK AGE Person/months per 6 4 4 2 6 2 6 2 8 participant:

Objectives 1. To develop a dissemination including standardization strategy for GiraffSense 2. To develop an exploitation strategy and assess market maturity of GiraffSense

Description of work (where appropriate, broken down into tasks), lead partner and role of participants

Task T5.1 Dissemination (SU, GIR, HIB, DS, ALM, PIAP, APHP, SK) All will contribute to the dissemination of project through the participation to fairs, conferences and workshops, specific events within a commercial context, other collaborative projects in the same area, scientific publications, promotion and e-mailing, and marketing and sales force commercial activities. This task is responsible for the maintenance of data management plan initially developed in Task T4.1 throughout project duration; at the end of each period it reports on the use of the open research data store by third-parties and feedback and on plans for improvements of the data store. In addition, this task determines the standardization strategy to be performed regarding security (HIB) and robotics (GIR). The

[GiraffSense] 34 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund standardization activities will include a survey of existing standards and protocols in the security and robotic domain. Opportunities for reuse or contributions of the GiraffSense enablers to those standards and protocols are reported and actively communicated to the respective bodies or initiatives.

Task T5.2 Exploitation and Assessment (GIR; ALM, APHP, DS, PIAP, SU, HIB) This task aims at management of exploitation, knowledge, IPR and Commercialisation of GiraffSense service robotics concepts in the health care domain by pursuing the following objectives:  Identify the potential actors for the GiraffSense outcomes.  Identify how GiraffSense systems and products can be exploited: channels, content providers.  Identify copyright issues: Once channels and providers have been identified, assess what are the current issues in terms of copyright, access to remote databases, etc.  Identify what are the exact GiraffSense outcomes: technology, content, systems, interfaces…  Identify what are the various commercial modes (licensing, other?)  Produce an exploitation plan that will detail the results of the researches conducted for the exploitation of GiraffSense outcomes.  Provide a knowledge management platform for the project partners, to share documents and other management related information.

In order to come up with a sensible exploitation plan and tool first a market analysis study together with an investigation of existing AAL standards is performed followed by an investigation of viable business models is carried out applicable in the various stakeholder countries.

In the last phase of the project the consortium plans to have a public system evaluation, involving external companies and institutions across Europe. GiraffSense will be put online and publicly accessible too. Analysis of the feedback of companies, institutions and public and implementation of the GiraffSense platform will be further explored with local parties, healthcare insurers and companies.

Deliverables (brief description and month of delivery) D5.1: Dissemination in health-care service robotics (M12, M24, M36) D5.2: GiraffSense “Goes Live” (M12, M24, M36)

Work package number 6 Start Date or Starting Event M1 Work package title Management and Coordination Participant number 1 2 3 4 5 6 7 8 9 Short name of participant SU HIB DS PIAP APHP ALM GIR SK AGE Person/months per 18 1 1 1 1 1 1 1 1 participant:

Objectives  To ensure the appropriate and timely implementation of activities such that the consortium will reach the objectives of the project.

Description of work (where appropriate, broken down into tasks), lead partner and role of participants This WP provides overall coordination in the administrative and technical domains of the project. The multi- disciplinary approach of the project necessitates an efficient internal coordination. Therefore, reliable communication among project partners and effective efficient internal coordination and procedures for reporting progress to the EC are given high priority.

[GiraffSense] 35 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund The work is carried out throughout the duration of the project with SU taking the lead and assisted by all of the other GiraffSense partners. Its main actions will be the following:  To organise the project as a whole.  To define and implement all administrative and contractual tasks that are required, in particular those related to report to the EC on technical and financial aspects.  To take care of project start-activities and to ensure that the time schedule is followed. In case revisions in the schedules may be necessary, it will adopt appropriate actions with the agreement of the partners and the approval from the EC.  To support the technical progress of the project by maintaining task lists that includes responsibilities and deadlines.  To provide administrative instructions, technical advice, and suggestions.  To establish a thorough communication structure among partners, allowing efficient exchange of information and expertise in order to promote and establish contacts with other relevant projects.  To take the necessary administrative and contractual steps to ensure efficient exploitation and dissemination of the project results and presentation of the final deliverables.  To ensure that all ethical issues during the project are detected and controlled

Project management will consist of a project manager, a Project Steering Committee (PSC), and one team leader per WP. The project’s communication flow, decision-making procedures, planning, and monitoring are detailed as required in Section 3.2 of the proposal.

Task 6.1. Overall Project Management (SU, HIB, DS, PIAP, APHP, ALM, GIR, SK, AGE)) This task performs effective and efficient management of all the activities related to the coordination of the project work, such as overall consortium management, local management, and administration. Coordinating activities will include assistance for the financial and administrative aspects of the project as well as the overall technical supervision. For facilitating the smooth project execution and awareness of the project management procedures in place a Project Handbook will be established.

This task is arranged in three sub-tasks:

Sub-Task 6.1.1: Strategic project management  Overseeing that each single project component complies with general project strategy and completes successfully and timely with the features and functions as spelled out in foreseen deliverables; Consortium Meetings for monitoring and overseeing progress against the project work plan shall be held every 6 months and be called by the CB.  Project controlling and coordination at the consortium level and conflict resolution.  Overseeing and handling scientific, societal and ethical issues, eventually arising within the project activities; on a regular basis progress status meetings shall be held by WP leaders and reported to PMB.

Sub-Task 6.1.2: Administrative, financial and legal management  Overall administrative, financial, legal and contractual management of the consortium.  Receiving pre-financing, intermediate and final payments from the Commission, transferring the payments to the partners and keeping appropriate records;  Validating technical and financial reports, integrating and harmonizing inputs on planned and actual delivered efforts from the WP leaders into the official templates and transferring them to the Commission, according to project plan schedule.  Preparing, sharing with the participants, updating and managing the consortium agreement with special regards to the use of background, foreground and IPRs matters.  Acquiring external (from subjects do not taking part in the Consortium) background in terms of resources, services and authorizations to attain the project scope in terms of foreground.

[GiraffSense] 36 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund Sub-Task 6.1.3: Contingency planning and risk management This sub-task deals with monitoring and handling any incident that might jeopardize the successful and in- time project component completion:  Quarterly internal project monitoring of the activities aimed at i) collecting data for verifying the status of implementation of the initiative as well as at ii) identifying possible issues or constraints causing delays or preventing actors from putting in place the scheduled or needed contingency actions and iii) measuring the rate of achievement of project results and objectives;  Bring identified difficulties or constraints to the attention of the management bodies of the project, namely the General Assembly in order to share possible adjustments and contingency planning;  Decision making for overcoming possible difficulties revealed in the monitoring phase, if necessary re-orienting the activities before expected results and objectives, and re-defining them in order to maximize project effectiveness and efficiency at the given conditions;  Assuring that the project timetable is respected in terms of activities implementation and deliverables/milestones releasing;  Ensuring that possible mitigation strategy and corrective actions are harmonized with the needed human, material and financial resources reallocation within the budget.

Task 6.2. Communication Management (SU, HIB, DS, PIAP, APHP, ALM, GIR, SK, AGE) This task manages accurate and prompt communication of the project progress and formal project reporting deliverables. It includes i) the periodic (yearly) technical and financial reports to the EC, ensuring proper liaison and interaction with the European Commission, ii) the correct and prompt forward to the Commission’s services of any needs of clarification or questions that both administratively or technically could arise within the Consortium, iii) the necessary follow-up and prompt feed-back on the above mentioned matters and iv) the assurance that the decision making process is well-established and shared at Consortium level. At the above-mentioned purposes a good circulation of data, information and project state-of-the-art must be guaranteed. For communication a web site and other ICT tools shall be established. For effective decision making and significant financial and time savings, the project shall utilize on-line communication and document management tools such as consortium work package mailing lists and a Project-internal Wiki site, respectively.

Task 6.3. Knowledge Management (SU, AGE) This task performs the following:  Ensuring that the Consortium Agreement clearly reflects the factual and actual initial position on knowledge and its ownership within the consortium.  Identifying knowledge as it is created (foreground), managing each identified knowledge and know- how in compliance with the Consortium Agreement and, in any case, in full accordance with the PMB and the consortium participants, as a whole.  Overseeing the transfer, ownership and utilisation of foreground within the project consortium.  Advising and reporting to the project consortium on IPRs sensitive matters.

T6.4 - Quality & Ethics Management (SU, HIB, DS, PIAP, APHP, ALM, GIR, SK, AGE) This task involves  Agreeing and defining the project’s quality standards, targets and evaluation criteria.  Establishing the project’s quality assurance processes and quality plan.  Controlling the quality assurance process (incl. initiation of reviews and audits).  Advising and reporting on quality matters to the project.  All partners will be called upon to report on potential risks and mitigation plans if due.  The constitution of an Ethical review board, with at least one expert representative of patients, informal caregivers, formal caregivers, medical professionals, medical ethicists and legal experts. This ethical board will make sure that ethical and legal procedures are in order for each test site, review deliverables and, in particular, communication material, and finally provide general recommendations on

[GiraffSense] 37 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund ethical issues that may arise. This is will be a parts of project report and will be communicate in the periodic project progress deliverables.

Deliverables (brief description and month of delivery) D6.1 Quality and ethics assurance plan (M6) D6.2 Project Handbook and Web Site (M3) D6.3 Periodic project progress (M18, M27, and M36)

Table 3.1b: List of work packages

WP Work Package Title Lead Lead Person- Start End month No Participant Participant Months Month No Short Name 1 Service Robot Scenarios, Use 5 APHP 116 M1 M36 Cases, Reference Architecture, and Verification Methodology 2 GiraffSense Services 1 SU 61 M4 M30 Platform 3 GiraffSense Accessibility and 2 HIB 84 M6 M36 Recommendation Applications 4 System Integration, 4 PIAP 131 M8 M36 Methodology, Testing and Evaluation 5 Dissemination and 6 GIR 40 M10 M36 Exploitation 6 Management & 1 SU 26 M1 M36 Coordination TOTAL PM: 458

Table 3.1c: List of Deliverables1

Deliver- Deliverable name Work package Short name Type Dissemination Delivery able (No.) number lead part. level date D1.1 Scenarios, Use WP1 APHP R CO M6, M17, Cases and M28 Requirements D1.2 Domain and service WP1 HIB R CO M6, robot interaction M17,M28 requirements D1.3 AAL service robot WP1 ALM R CO M9, M18,

1 If your action taking part in the Pilot on Open Research Data, you must include a data management plan as a distinct deliverable within the first 6 months of the project. This deliverable will evolve during the lifetime of the project in order to present the status of the project's reflections on data management. A template for such a plan is available on the Participant Portal (Guide on Data Management). [GiraffSense] 38 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund reference M29 architecture D1.4 Verification WP1 HIB R CO M9, M18, Methodology M29 D2.1 GiraffSense WP2 SU R CO M12, Middleware M25, M33 D2.2 GiraffSense Service WP2 SU R CO M12, Robot Enablers M25, M33 D2.3 GiraffSense WP2 GIR R CO M12,M25 security and ,M33 privacy management enablers D2.4 GiraffSense WP2 SU R CO M12, application life- M25, cycle management M33 enablers D3.1 GiraffSense WP3 HIP R CO M12, accessibility M25, support application M33 D3.2 GiraffSense WP3 ALM R CO M12, recommendation M25, support M33 applications D4.1 GiraffSense WP4 PIAP P CO M15, deployment M27, architectures, M36 integration and tests D4.2 GiraffSense WP4 GIR R CO M15, Integrated M27, platform and M36 applications validation D4.3 GiraffSense WP4 ALM P CO M15, applications M27, evaluation M36 D4.4 Data management WP4 ALM R CO M6 plan and open research data store D5.1 Dissemination in WP5 SU R CO M12, health-care service M24, robotics M36 D5.2 GiraffSense “Goes WP5 GIR R CO M12 Live” M24 M36 D6.1 Quality and ethics WP6 SU R CO M6 assurance plan D6.2 Project Handbook WP6 SU R CO M3 and Web Site

[GiraffSense] 39 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund D6.3 Periodic project WP6 SU R CO M18, progress M27, M36

KEY Deliverable numbers in order of delivery dates. Please use the numbering convention ..

For example, deliverable 4.2 would be the second deliverable from work package 4.

Type: Use one of the following codes: R: Document, report (excluding the periodic and final reports) DEM: Demonstrator, pilot, prototype, plan designs DEC: Websites, patents filing, press & media actions, videos, etc. OTHER: Software, technical diagram, etc.

Dissemination level: Use one of the following codes: PU = Public, fully open, e.g. web CO = Confidential, restricted under conditions set out in Model Grant Agreement CI = Classified, information as referred to in Commission Decision 2001/844/EC.

Delivery date Measured in months from the project start date (month 1)

Table 3.2a: List of milestones

Milestone Milestone Related work Estimated date Means of number name package(s) verification MS1 Initial design 2 M6 R+S MS2 Initial system 2, 3 M12 R evaluation and business assessment MS3 Intermediary 4,5,6 M15 R+S design MS4 Intermediary 2,3 M25 R system evaluation and business assessment MS5 Overall system 4,5,6 M27 R evaluation & Business assessment MS6 Final design 2,3 M33 R+S MS7 Final system 4, 5, 6 M36 R evaluation and business assessment

[GiraffSense] 40 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund

KEY Estimated date Measured in months from the project start date (month 1)

Means of verification Show how you will confirm that the milestone has been attained. Refer to indicators if appropriate. For example: a laboratory prototype that is ‘up and running’; software released and validated by a user group; field survey complete and data quality validated.

[GiraffSense] 41 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund Table 3.2b: Critical risks for implementation

Description of risk WP(s) Impact Proposed risk-mitigation measures involved /Probability Loss of key partner WP4 Low / High Reorganization of tasks or adding new partner or outsourcing. IPR Conflicts WP6 Low/Medium The management will develop an IPR asset management program to help manage the intellectual property created in the GiraffSense project. The purpose of this program is to maximize the value of the project’s IP, to enable competitive advantage to be derived from it, and to minimize infringement risks. Partners fail to agree WP2,WP3 Low/High Partners have discussed about the consortium on the consortium agreement during proposal preparation and major agreement issues are solved. The consortium agreement will be agreed and signed at the beginning of the project. Project objectives WP1,WP2 Low/High Careful composition of the proposal with intensive unclear, not communication and feedback between consortium understood or open members. Progress reviews are included in the to misinterpretation project plan. Technical coordination of the project will constantly ensure sharing of common visions. Role and WP1,WP2 Low/High Extensive discussions and consensus building responsibilities of ,Wp3, between partners during project preparation. each team member WP4 Provisions for increasing communication and unclear, not consensus building in the project plan. Clear and understood or open continuously monitored task assignments. to misinterpretation Expertise risks (e.g. a WP3,WP4 Low/Medium SALIG++ consortium is composed so that at least key person with a two expert partners are assigned to each task in the specific expertise work plan. leaves the project) Failure to exploit and WP5 Low/High The consortium includes large companies as well as market the project small-medium size companies that have good results knowledge of the real needs of the market. Exploitation is explicitly addressed by the project. Difficulties in pilot WP4 Low/Medium Start planning pilots from project start. tests Decide early premises and infrastructure to be used, and off-the shelf equipment. Otherwise, simplify technological solutions used. Weak end users WP3,WP4 Low/High Appropriate user involvement procedure will be involvement followed at the beginning of the project, especially thanks to informed consent that will have to be signed by the end-users and will specifies their rights and duties as well as exit strategies. Technology WP4 Low/Medium Certify the reliability of GiraffSense before problems during evaluation evaluation

[GiraffSense] 42 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund Table 3.4a: Summary of staff effort in person-month per work package

Participant WP1 WP2 WP3 WP4 WP5 WP6 Total person- Number/Short Name months

1 SU 12 18 12 12 6 18 78 2 HIB 12 10 16 12 4 1 55 3 DS 17 0 6 24 4 1 52 4 PIAP 12 9 7 12 2 1 43 5 APHP 21 0 16 31 6 1 75 6 ALM 12 15 15 9 2 1 54 7 GIR 12 9 6 6 6 1 40 8 SK 16 0 4 23 2 1 46 9 AGE 2 0 2 2 8 1 15

Total person-months 116 61 84 131 40 26 458

Table 3.4b: ‘Other direct cost’ items (travel, equipment, other goods and services, large research infrastructure)

Participant No.7 Cost (€) Justification GIR Travel 12000 4 trips/year to project meetings and dissemination activities Equipment 97000 10 GIRAFF robots à 9700 Other goods and 11000 Shipping 5000, Materials 2000, Audit 4000 services Total 120000

Participant No.9 Cost (€) Justification AGE Travel 12000 5 trips/year to project meetings and dissemination activities Equipment Other goods and 12000 Dissemination costs 8000, Advisory Board 4000 services Total 24000

[GiraffSense] 43 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund 3.2 Management structure and procedures

3.2.1 Objectives The management of the project has the following objectives:  To ensure that the project is conducted in accordance with EC rules and the Grant Agreement.  To reach the objectives of the project within the agreed budget and time scale  To co-ordinate the work and ensure effective communication between the partners  To ensure the quality of the work performed as well as the quality of the deliverables  To maximise the potential for exploiting results  To ensure that decisions are made on the basis of data and factual information  To solve any problem or conflicting situation  To establish a quality policy, including quality objectives for the project  To ensure that an infrastructure is set up in order to support the above.

GiraffSense is organised around the following management entities:  General Assembly (GA)  Management Committee (MC)  Project Office  Project Coordinator  Technical Coordinator  Work Packages (WP) The overall organisation of the project is shown in the figure below .

General Assembly

Project Project Technical Office Coordinator Coordinator

Management Committee

WP1 Use cases, Require- WP2 Service platform, WP3 Support ments, Architecture, middleware, service Design, Verification applications, Robotics robot adapters extensions methodology WP5 Dissemination, WP4 System Integration standardization, WP6 Management, Pilot testing and exploitation coordination evaluation

The rest of this section will describe the tasks, responsibilities, members and operations of these entities. Decision-making procedures will be described in more detail in the GiraffSense consortium agreement.

3.2.2 GiraffSense General Assembly (GA) The tasks and responsibilities of the GA are the following.  agreeing on the general budget of the project and its execution plan  deciding actions against defaulting partners  deciding the addition/removal of partners  deciding the launch/stop of a work-package or a task or other major changes to the Description of Work  resolving major conflicts in the consortium

[GiraffSense] 44 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund In terms of membership, the GA will consist of one representative of each partner. GA shall be chaired by the Project Coordinator (SU) and meet at least once a year. Between physical meetings, decisions may be made per capsulam. In terms of operation, decisions will be taken by consensus whenever possible; if not possible, decision will be taken by voting. In case of a tie, the vote of the Project Coordinator decides.

3.2.2 GiraffSense Management Committee (MC) MC has the overall responsibility for the technical, financial, administrative and exploitation aspects of the project according to the grant agreement and the decisions of the GA in particular, but not restricted to, the following issues:  co-ordinating, monitoring and controlling progress of the work  monitoring the budget in accordance with the EU Grant agreement  deciding on minor changes to the Description of Work  ensuring adequate user involvement  proposing the addition/removal of partners  launching call for tenders  producing publications, press releases and carrying out public relation activities  managing IPR issues  ethical issues  developing and updating dissemination and exploitation plans  controlling knowledge management  proposing budgets and execution plans  proposing actions against defaulting partners

In terms of membership, MC will consist of  the Project Coordinator, acting as Chair  the Technical Coordinator  Work package leaders Other project participants may be asked by the MC to attend its meetings as required. In case of conflict or decisions beyond the MC’s authority, the MC will refer to the General Assembly.

3.2.3 GiraffSense Project Coordinators The Project Coordinator is Gunnar Fagerberg from SU. In addition to those resulting from the EC contract, he will have the following responsibilities:  all GiraffSense-related contacts with the Commission  representing GiraffSense in other external contacts  chair of the GA and the MC  administration, preparation of minutes of the GA and the MC and internal project documents such as handbooks  operational follow-up of decisions  transmission of any documents and information connected with the project between the partners The Technical Coordinator is Theo Kanter from SU with the following responsibilities:  ensuring that GiraffSense scientific and technical objectives are met,  monitoring and assessing GiraffSense achievements in terms of innovation, and possibly identifying readjustments request to report to the project leader  At an operational level, o ensuring that the same terminology is used, that a common understanding is reached; creating, highlighting and possibly identifying synergy and dependencies, highlighting exchanges within the project, highlighting GiraffSense objectives and innovation. o reviewing and possibly reshaping accordingly internal as well as official deliverables

[GiraffSense] 45 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund 3.2.4 GiraffSense Project Office A Project Office comprising a staff familiar with administrative, legal, financial, communication and IPR issues will support the Project Coordinator in all the above responsibilities. The Project Office will get advice from financial, legal, IPR, etc specialists whenever required. Specifically, the Project Office  manages the delivery and the flow of administrative and financial documents,  manages the delivery of deliverables and reports to the Commission  is a permanent contact point for the Coordinator and all the Partners regarding their participation in the project, responding to any relevant requests and maintaining a high level of communication within the Consortium  prepares the project meetings in cooperation with the Technical Coordinator and hosting partner.

3.2.5 Work Packages (WP) The tasks and responsibilities of WPs are the following:  Carry out the contracted work  Implement the decisions of the MC and/or the GA as well as results thereof, communicated by the MC, that apply to the SP or WP in question.  Propose to the MC changes regarding any issue within the limits of its technical activities and budget

3.2.6 Work Package Leaders Work package leaders have the following responsibilities:  Monitor progress of the WP work  Coordinate WP work, where necessary  Liaison with the Project and Technical Coordinators  Report to the MC

3.2.7 Quality Approach/External Reviews Quality will be addressed by  pro-active management  review of the management process itself,  review of individual subprojects/group of subprojects. In terms of pro-active management for quality, the following activities will be carried out  Identifying and handling interdependency processes:  Coordinating the phasing between the technology development and the Field Trials o enforcing the synchronisation of specific tasks o identifying additional synchronisation tasks o closure of completed processes.  Monitoring and control, i.e. taking corrective actions concerning expenses, resources and schedules versus plans (i.e. technical and financial annexes to the EC Grant agreement).  Root causes for deviations, be it shortages or excesses, in costs, resources and schedules shall be identified, recorded and used as input for continual improvement.  Determining possible impacts of schedule changes on the budget and resources of the project and on the quality of the product. In terms of reviewing the management process itself, it will be submitted to periodical reviewing with relation to:  Adequacy of the project management, including IPR management and results dissemination,  How well the project processes are synchronised and inter-linked,  Identification and evaluation of activities and results that would adversely affect the achievement of the project objectives,  Process improvement in the project by identifying deviations and changes.

[GiraffSense] 46 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund The review of the management process will be mainly a self-assessment. In terms of reviewing work packages or deliverables:  When determined by MC, reviews of work packages or deliverables will be carried out. o The timing will not necessarily be periodic or synchronised with project status reports. GiraffSense is likely to organize reviews according to technology development and Field Trial phasing, or when synchronization tasks have been completed. o Reviewers will be selected for specific interest (social, industrial, technical). o Reviewers will be persons not directly involved in the activity to be reviewed. They can be employees of companies in the consortium, but they can also be external to the consortium. o A budget will be set aside for reviews to cover reasonable expenses for reviewers, when needed and requested.  Each WP Leader will provide project status reports every month. They will be reviewed by the Management Committee.  Deliverables will be subject to a review process described in detail in the Project Handbook.

3.2.9 Management of Knowledge and IPR Management of knowledge and IPR extends over the whole project duration with the following main objectives:  Inventory and respect of the background brought by the GiraffSense partners  Continuous monitoring of innovation throughout the project  Identifying where potential intellectual property is generated (as a foreground item) and encourage partners or groups of partners to take appropriate measures (patent filing etc.)  Liaison with the standardisation bodies to orient main knowledge advances towards the standardisation bodies once the IPR protection is completed. The main industrial partners offer the support of their patent attorneys to advise SME’s and universities to undertake the correct measures concerning IPR.

3.2.8 Miscellaneous Meetings and Travels management - Meetings are organised as efficiently as possible and reasonable. Travel is organised to create and maintain the co-operation momentum, but is always target-driven. Internet and telephone meetings will be the main communication medium.

GiraffSense Web Site - The Consortium will use an interactive web-site for internal communications. This site will be secured and enable the Consortium to manage the diffusion of the information and exchanges between partners. At the project website the Consortium will disseminate results and progress of GiraffSense publicly. The project will also use social media and networks when needed.

Documentation- Documents produced by the project will be properly managed. ● Common electronic formats will be agreed. ● Terminology, graphic profiles etc will be defined in a project handbook. ● A document management tool will be provided and managed throughout the project.

3.2.9 Main Management Processes The following section describes briefly how some main management processes will be handled in GiraffSense. These processes will also be included and further specified in the Consortium Agreement and the Project Handbook. 1. Contractual changes a. Adding a new partner  Any partner can initiate the process of adding a new partner by contacting the Management Committee, providing justification for the addition.

[GiraffSense] 47 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund  The Management Committee will propose to the General Assembly that a new partner be added.  The General Assembly will decide whether or not to add a new partner.  If the GA decides to add a partner, criteria for the new partner will be developed by the Management Committee after discussions with the WP leaders and other partners concerned.  The General Assembly will approve the criteria.  All partners will be invited to nominate candidates.  The Management Committee will assess the candidates and present a proposal, based on the competence, previous record and potential of the candidates.  The General Assembly will make the decision to add a specific partner. b. Removal of a partner  Every effort should be made to avoid the forced removal of a partner.  If all other means have failed, the Management Committee will make a proposal with justification to the General Assembly, after hearing the partner concerned.  The General Assembly will decide after giving the partner concerned the opportunity to present its opinion to the GA.  Following the GA decision, the Coordinator will request to the Commission to terminate the participation of the Beneficiary concerned, in accordance with the Grant Agreement. c. Other major changes to the Grant Agreement  The Management Committee will make a proposal, in coordination with the partners concerned  The General Assembly will decide  Following the GA decision, the Coordinator will submit a request for amendment to the Grant Agreement to the Commission, in accordance with the relevant articles in the Grant Agreement.  Major changes include, but are not limited to:  Duration of the project  Community contribution  Reporting periods  Complementary pre-financing  Intermediate pre-financing percentage  Addition or removal of one or more special clauses  Change of banking details  Modification of Annex I, including annual updates  Transfer of rights and obligations d. Minor changes to the Grant Agreement  The Project Coordinator will make a proposal, in coordination with the partners concerned  The Management Committee will decide  The Coordinator will notify the Commission  Minor changes include, but are not limited to:  Change of address, telephone number, etc of Beneficiary  Change of personnel at GiraffSense Beneficiary  Change of legal name of Beneficiary

[GiraffSense] 48 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund 2. Approval of deliverables and financial statements The Project Handbook will include requirements and guidelines for deliverables. Each deliverable will be checked by the respective WP leader, Technical Coordinator and Project Coordinator. Financial statements will be checked by the Project Coordinator. 3.3 Consortium as a whole Experienced partners used to European collaboration The GiraffSense consortium consists of nine partners, each with a unique competence in their respective field. These partners are from three types of organizations, internationally leading universities, research organizations, and commercial companies/SMEs. All partners are very experienced in international research collaborations and projects and all of them have prior experience of earlier or on-going EU projects. Many of the partners of GiraffSense have collaborated before, for example SU, ALM, HIB, PIAP and DS. This experience with both prior EU projects as well as in collaborating with each other, guarantees that the work within the GiraffSense consortium will be effective and efficient. Complementing expert in three basic principle and domains Three major types of domain expertise are needed for performing the GiraffSense project, and each partner may contribute to one or more principle and domains: 1. An early focus on users and their needs, End- users organizations participating in the project (DS, APHP, SK) will use a variety of techniques and methods to take into account user’s needs for the design of the solution. 2. Evaluation and measurement of product usage, by management and use of iterative co-development and assessment of early prototypes of the solution at the Living Lab. 3. Iterated Design, for the design of the solution including (a) focus groups and other qualitative/quantitative methods to identify end-users needs and define technical specifications (WP1), (b) iterative co-development and assessment of early prototypes (WP3) and WP4), and (c) evaluation of the final solution in real life conditions (users’ homes, hospital) (WP4). In each principle and domain there are several partners, but there is no unnecessary overlap of knowledge or skills within the consortium. The above list illustrates in a general fashion the distribution of competencies in the different principle domains. The partners have different roles in their participation in the different principle and domains. DS, APHP, SK participate in requirements, the field trials and evaluations which enable further exploitation and impact. Equally importantly, there is a number of SMEs in the consortium such as to safeguard additional exploitation opportunities for business growth. The consortium has capabilities for exploitation of the outcomes. To ensure exploitation of the results and to achieve the specific measures which are proposed, each partner provide individual exploitation plan of the results of the project in section 2.2. Streamlined management Finally, since all partners are very experienced in international collaboration and Multidisciplinary research, it will be possible to quickly set up and maintain a streamlined and straightforward management and communication process ensuring an effective workflow within the consortium. Please refer to the next section 4.1 for a more detailed description of each partner’s profile and expertise related to the GriafSense project. 3.4 Resources to be committed The vast majority of the direct costs (90,8% or 2 903 725 euro) are allocated to personnel while other direct costs are only 9,2% or 293 425 euro. The main other costs are: - travel 108 000 - equipment (Giraff robots) 97 000 - field trials 46 925 - financial certificates 24 000.

[GiraffSense] 49 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund The remaining other costs are mainly devoted to dissemination.

In terms of efforts, the person months are almost equally distributed (the coordinator excluded) between the “technology” partners (HIB, PIAP, ALM and GIR) with 192 PM and the “user” partners (DS, APHP, SK and AGE) with 188 PM.

No large infrastructure costs are planned.

Further information can be found in tables 3.4a and 3.4b.

[GiraffSense] 50 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund 4 Section 4: Members of the consortium 4.1 Participants (applicants)

4.1.1 Stockholm University (SU) Description of the legal entity Stockholm University (SUN) With over 50,000 undergraduate and master students, 1,800 doctoral students, 6,000 employees and a turnover of SEK 3.8 billion, Stockholm University (SU) is one of the largest universities in Sweden. SU’s Department of Computer and Systems Sciences cooperates with more than thirty universities and has participated in a large number of projects funded by EU, the Swedish International Development Cooperation Agency (Sida), the World Bank, and many other international and national funding agencies and organizations. DSV is placed in the Stockholm suburb of Kista and is integral part of Kista Science City, which is one of the most advanced and leading ICT clusters in the world. DSV fosters both research and education in new types of interplay in e-societies, man-machine communication, including health informatics extending into sensor- based services.

Main tasks matching its profile SU has experience and is actively involved in open data store projects used in E-government (http://www.egovlab.eu/), service and ambient assisted living commercial and research projects, SALIG++. SU will be the project coordinator of GiraffSense. SU will also lead WP2 and be very active in WP3, in terms of modelling and focusing on crowd-sensing of concept service model upon a Context Overlay (via MediaSense) has been facilitated by the deployment of pervasive devices IoT services. The platform will be able to connecting network information to IoT service infrastructure connected to AAL service systems. SU mainly contributes to the following tasks:  Task 1.2 Domain specific & interaction requirements.  Task 1.3 AAL service robot reference architecture & service components specification.  Task 2.1 GiraffSense Middleware  Task 2.2 GiraffSense Service Robot Enablers  Task 2.3 GiraffSense security and privacy management enablers  Task 2.4 GiraffSense application life-cycle management enablers  Task 3.1 GiraffSense accessibility support application  Task 3.2 GiraffSense recommendation support applications  Task 4.1 System integration  Task 4.2 Integrated platform validation  Task 4.3 Applications Validation  Task 5.1 Dissemination  Task 5.2 Exploitation and Assessment  Task 6.1 Overall Project Management  Task 6.2 Communication Management  Task 6.3 Knowledge Management  Task 6.4 Quality Management

Key Personnel

[GiraffSense] 51 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund Prof. Dr. Ing. Theo Kanter (M) earned a technical doctorate in computer communications, from the Royal Institute of Technology in Stockholm, Sweden in 2001. During his career, Theo has held a number of leading positions in telecommunications research. Between 1999 and 2007, he was a senior scientist at Ericsson Research in the area of Service Layer Technologies focusing on Adaptive Mobile Services and Mobile Presence. From September 2007, Theo holds the position of full Professor of Computer Science within the Department of Information Technology and Media at the Mid-Sweden University. He is also guest professor at the Department of Computer and System Sciences of Stockholm University, where he leads research in adaptive & context-aware mobile communication, -service architectures, & -self-organizing application infrastructures.

Gunnar Fagerberg (M) graduated in electrical engineering from Chalmers Institute of Technology, Gothenburg, Sweden. He has led research and development work at the Swedish Institute of Assistive Technology, The University of Western Ontario, Canada and the Royal Institute of Technology in Sweden. During 2001-2004, Fagerberg was Principal Scientific Officer in the eInclusion unit in the Information Society DG of the European Commission. He is past president of the International Society for Augmentative and Alternative Communication (ISAAC) and the Association for the Advancement of Assistive Technology in Europe (AAATE). Fagerberg has been coordinator and project partner in a number of European and international projects and committees, including coordinator of the Integrated Project MonAMI funded by the EU Sixth FP.

Dr. Rahim Rahmani (M) is an Associate Professor of Computer Science, focusing on QoS and optimization for management of cloud computing infrastructure and wireless sensor networks, such as OpenFlow. He earned a technical doctorate at the Mid Sweden University in adaptive Active Queue Management (AQM) algorithms for access routers in heterogeneous networks. He has served as reviewer and in technical committees of international conferences. He is a member of the editorial board of International Journal of Wireless Networking and Communications.

Dr. Gustaf Juell-Skielse (M) received a PhD from Stockholm University in 2011 and a M.Sc. in Industrial Engineering from the Royal Institute of Technology in 1989. He is the director of the unit for Information Systems at Stockholm University where he holds a position as senior lecturer. His research is concentrated on the effective use of enterprise systems and services. In addition, he has fifteen years of experience as management consultant with Accenture and Acando and has been a project leader for several projects on e-government and enterprise systems. Relevant publications, and/or products, services 1. B. Xiao, T. Kanter, and R. Rahmani, “Generic Distributed Sensing in Support of Context Awareness in Ambient Assisted Living”, Accepted for the 8th International Conference on Multimedia and Ubiquitous Engineering, Zhangjiajie, China, May 28-31, 2014.Hasibur.R, R. Rahmani & T.Kanter”Enabling Scalable Publish/Subscribe for Logical-Clustering in Crowdsourcing via MediaSense” IEEE, Science and Information Conference 2014, London UK. 2. J. Walters, T. Kanter, and R. Rahmani, “Supporting Context-Centric Relationships in Heterogeneous Environments”, International Journal of Computer Science Issues, ISSN: 1694- 0784, 1694-0814 (Journal) IJCSI International Journal of Computer Science Issues, Vol. 10, Issue 5, No 1, September 2013 3. H. Rahman, R. Rahmani, and T. Kanter, “Network Traffic Efficiency Analysis for Logical Clustering of Flow-Sensors, International Journal of Advancements in Computing Technology (IJACT), September 2013 4. S. Forsström and T. Kanter, “Enabling ubiquitous sensor-assisted applications on the internet-of- things”, Personal and Ubiquitous Computing, ISSN: 1617-4909, Springer, Germany, August 2013. 5. Jamie Walters, Theo Kanter and Rahim Rahmani, ” Establishing Multi-criteria Context Relations supporting ubiquitous Immersive Participation” International Journal of Ad hoc, Sensor & Ubiquitous Computing (IJASUC), 2013, ISSN:0976-1764.

[GiraffSense] 52 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund

Relevant previous projects or activities, SALIG++[3] is an European AAL Project approved in the AAL 5th Call. The European consortium is led by Stockholm University and consists in 7 other partners. The objective is to offer ICT-based solutions for self-care by elderly and the bidirectional awareness and interaction between elderly and informal caregivers in collaboration with formal care in order promote and prolong the well- being of elderly in living at home. The primary benefit is that caregivers become fully informed about the status of the elderly, her medical status as well as her home and devices.

Previous experience relevant to those tasks Research at SU has a strong European dimension, with almost 100 project participations within the EU’s FP6 including 12 as coordinator (incl. Marie Curie actions). SU has a strong presence in FP7, participating in about 73 projects including 19 as coordinator (incl. Marie Curie actions and ERC). The project team at DSV have a thorough experience as project leaders, managers, coordinators or co-applicants of numerous international projects. eGovlab (http://egovlab.eu/) at DSV will provide open data stores in unconventional research and methods to visualise the impact of ICT on government transformation towards inclusion, transparency, efficiency and change management.

Significant infrastructure and/or any major items of technical equipment, MEDIASENSE is a crowd-sensing platform and that can be used to generate personal context awareness from distributed sensing network. The output of personal context awareness model (personal state) can be associated with object states and used for context modelling. Other supporting documents NA

4.1.2 HI-Iberia (HIB) Description of the legal entity HIB Ingenieria y Proyectos SL is a Software Development SME founded in 1999 and integrated into HIB engineering group (HIB Ingeniería y Proyectos SL, Seaplace SL and Howards Ingeniería SL). Nowadays the group accounts more than 200 professionals, from which 130 belong to HIB. The R&D Department, HI-Research, is centered in the following R&D areas: Mobile communications and embedded systems; Simulation environments; Security; e-Inclusion; Business models; OS developments. Special interest is paid to the application of the aforementioned research topics to the HEALTH area. In these fields, HI-Research hoards large experience and teams a large and qualified number of professionals, committed in delivering the foundations for new company products. HI Iberia is an established participant of European R&D space, and is currently involved in more than a dozen FP7, Artemis and AAL running projects, coordinating several of them. Moreover, HIB is member of eVIA, the Spanish technological platform for Health, Ageing Well and Inclusion.

Main tasks matching its profile In the project, HIB takes charge of the development of the Health information portal and of the system integration tasks, besides playing an active role in the definition of the project exploitation plans. HIB has a long experience as software developers for web portals and information management systems especially in e-health areas. HIB is therefore aware of the policies and guidelines that apply for protecting the access to personal data and hold therefore the expertise required for these tasks.

[GiraffSense] 53 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund In particular, HIB will:  Participate to the WP1, helping identifying use case scanarios and system requeremnts.  Contribute to WP2, especially to Task T2.2 Adaptive Profiling & Community Mgmt enablers and T2.5 Application life-cyle management enablers.  Contribution to WP3, especially with the T3.2 Recommendation Support Application.  Contribute to WP4 of Integration.  Contribute to the WP5 in Dissemination and Exploitation actions. Key Personnel Ms. Inmaculada Luengo holds a Telecommunications Engineering degree from Carlos III University. She has also gained a Master Degree in R&D Management by La Salle International Graduate School (2011). She started her R&D activities as Researcher in the Multimedia Department in the Carlos III University; then working in Telefonica R&D participating in different European Projects. In 2009 she continues her R&D activity in Planet Media as Head of R&D Department. Currently, she is Head of the R&D Department, leading the department activities and being project coordinator in several projects especially in the E-health area such as WayFiS (AAL2010), GoldUI (AAL2010), MyGuardian (AAL2011), Animate (AAL2013) besides being project leader in several other ICT projects like SALIG++ (AAL2012), and in the field of embedded systems Demanes (ARTEMIS2011), ACCUS (ARTEMIS2012), and ARGOS (FP7- 313217) projects. Mr.Raúl Santos de la Cámara holds a Telecommunications Engineer degree from Universidad Politécnica de Madrid (2005) and is a PhD. candidate in the same University. He worked since 2006 at Telefónica I+D participating in FP6, FP7 and internal R&D projects. Currently he is R&D Project Leader in HI-Research leading efforts in the ARTEMIS 2011 projects CRAFTERS, VARIES and PaPP. He has published papers and served as member of scientific committees at conferences (Coling ’08, BAI2011-13) and was a co-recipient of the ‘Best Demo Award’ at AAMAS2010. Dr. Anna Mereu (F) has a the Master degree in Electronic Engineering at the University of Cagliari, Italy, in 2006 and a Ph.D. in Industrial Engineering at the same Institution in 2010. Since April 2010, she has joined HI-IBERIA , where she is working in the R&D Department participating in several national and international projects in the field of ICT such as EcoGem (FP7-GC PPP), SafeCity (FP7 FI- PPP), Savasa (FP7-SEC), in the field of e-health such as WayFiS (AAL, Call3), GoldUI (AAL, Call3) and MyGuardian (AAL, Call4), and in the field of embedded systems (ARTEMIS, Demanes). Relevant publications, and/or products, services 1. Inmaculada Luengo, contribution to AAL workshop titled “Raising the awareness of AAL JP activities and AAL JP projects and Fostering exchange of experiences among European regions on the issues of assisted living and demographic change”, Vienna, Austria, 4 November 2013. 2. Inmaculada Luengo, MyGuardian: A Pervasive Guardian for Elderly with Mild Cognitive Impairments, Annual Congress of Spanish Psychogeriatric Association, poster presentation, November 2013. 3. Inmaculada Luengo, AAL Forum 2013, Norrköping, Sweden, 24-26 September 2013: a. Presentation on the Idea creation method: Wizard of OZ – MyGuardian, B1: Results of the support action ”End User Study”; b. Poster in the Dementia and Chronic conditions PS2 session. i. Session on End User Study where MyGuardian introduce the “Idea creation method: Wizard of Oz” (figure below) ii. Session A5 “ICT for independence & wellbeing of informal carers” in which MyGuardian was invited to introduce how MyGuardian could help informal caregivers. 4. Inmaculada Luengo, Finding your way with WayFiS, A6: Supporting mobility of older adults by ICT, Norrköping, Sweden, 24-26 September 2013. Relevant previous projects or activities;

[GiraffSense] 54 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund 1. SALIG++ [3] is an European AAL Project approved in the AAL 5th Call. The European consortium is led by Stockholm University and consists in 7 other partners as well as HIB. The objective is to offer ICT-based solutions for self-care by elderly and the bidirectional awareness and interaction between elderly and informal caregivers in collaboration with formal care in order promote and prolong the well-being of elderly in living at home. The primary benefit is that caregivers become fully informed about the status of the elderly, her medical status as well as her home and devices.

2.MYGUARDIAN (AAL4). HIB leads the project with an international consortium with participation of Switzerland, France, The Netherlands and Spain. The objective is to create ICT-based tools to facilitate safe and secure mobility of seniors with mild cognitive impairments while preserving their autonomy and dignity, and thereby enable seniors to increase their mobility (while increasing their self-confidence) and consequently to take part in the self-serve society. www.myguardian- project.eu.

3.GoldUI, European AAL Project approved in the AAL 3rd call. HIB was the project coordinator. The objective of the project has been the creation ICT-based tools to foster the e-inclusion of senior citizens and foster their active participation in the New Digital Society. www.goldui.eu

4.WayFiS: Way Finding for Seniors, European AAL Project approved in the AAL 3rd call leaded by HIB. WayFiS objective has been the development of a personalized route planning and elderly guiding in complex path indoor/outdoor/pedestrian/public transport) based in accessibility through mobile android devices and web platform. http://www.wayfis.eu/ Description of any significant infrastructure and/or any major items of technical equipment, relevant to the proposed work; Other supporting documents NA

4.1.3 Danderyds Sjukhus (DS) Description of the legal entity The Department of Rehabilitation Medicine, Danderyd University Hospital (DS) is owned by Stockholm County Council (SLL). Danderyds University Hospital has 3 400 employees and a turnover of SEK 3,1 billion. SLL has the overall responsibility for caring for the county´s inhabitants, and must meet the target of the Swedish Health and Medical Services. SLL has more than 41 000 employees with a budget of 68 billion. Danderyds University Hospital works together with Karolinska Institutet in research. DS has long term experience and is actively involved in projects, sensor based technology for independent life, robotics, assistive technology, rehabilitation technology, living lab assessments. DS has valuable knowledge concerning end-users requirements, needs and wishes of technology for improving their independent living and quality of life. DS is mainly involved in the following tasks: T 1.1. Scenarios, Use Cases and Requirements T 1.2. Domain and service robot interaction requirements T 1.3 AAL service robot reference architecture T 1.4 Verification Methodology T 3.1 GiraffSense accessibility support application T 3.2 GiraffSense recommendation support applications T 4.4 Applications evaluation T 5.1 Dissemination T 5.2 Exploitation and assessment

[GiraffSense] 55 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund Key Personnel Inga-Lill Boman (F) has a PhD and she is registered occupational therapist as well. She received her PhD in medical science from Karolinska Institutet, Stockholm in 2009. She did her post-doc at the Royal Institute of Technology. Inga-Lill is involved in several research projects regarding new technologies for people with disabilities and elderly. Aniko Bartfai (F) has a PhD in neuropsychology. She is currently a senior specialist in neuropsychology at the Department of Medical Rehabilitation, Danderyd Hospital, associate professor, 50% research, affiliated to KIDS (Department of Clinical Sciences, Danderyd Hospital, Karolinska Institutet). She has had a number of senior clinical and administrative positions within the field of brain injury rehabilitation. She has a large teaching experience and is the author and coauthor of several teaching texts. She has an extensive experience of research within the field of assistive technology and cognitive impairment starting 1998 with the EU-projects FACILE and NJORD. She was awarded the 2012 Stora Psykologpriset (Major Psychology Award). Relevant publications, and/or products, services 1. Boman, I-L, & Bartfai, A. The first step in using a robot in brain injury rehabilitation: Patients and health professionals’ perspective. (Submitted). 2. Boman, I-L, Health professionals´ perception of the robot “Giraff” in brain Injury rehabilitation. In: Encarnacao, P., Azevedo, L., Gelderblom, J., Newll, A., Mathiassen, N-E. (Eds.)Assistive Technology: From Research to Practice. Vol. 33. pp.115-119. IOS Press 2013. 3. Boman, I-L., Nygård, L., & Rosenberg, L. (2013). Users’ and professionals’ contributions in the process of designing an easy-to-use videophone for people with dementia. Disability & Rehabilitation: Assistive Technology. Early Online. 4. Boman, I-L., Borell, L,Tham, K., Bartfai, A., & Hemmingsson, H. (2010). Support in everyday activities with a home-based electronic memory aid for persons with memory impairments. Disability & Rehabilitation: Assistive Technology, 5, 339-350. 5. Boman, I-L., Lindberg.Stenvall, C., Hemmingsson, H., & Bartfai, A. (2010). A training apartment with a set of electronic memory aids for patients with memory difficulties after acquired brain injury. Scandinavian Journal of Occupational Therapy, 17, 140-148. Relevant previous projects or activities 1. SALIG++ is an European AAL Project approved in the AAL 5 th Call. The European consortium is led by Stockholm University and consists in 7 other partners as well as DS. The objective is to offer ICT-based solutions for self-care by elderly and the bidirectional awareness and interaction between elderly and informal caregivers in collaboration with formal care in order to promote and prolong the well-being of elderly in living at home. www.salig.eu 2. We are involved in a national research project “DISCO”. The objective is to develop a stroke rehabilitation tool for home rehabilitation. DS is one of four partners. DS is responsible for the tests and evaluation of the product www.robotdalen.se/sv/halsa-tekniska-losningar-varden-sa- att-aldre-kan-bo-kvar-hemma. Description of any significant infrastructure and/or any major items of technical equipment

The hospital training apartment “@home“ was developed during an European project FACILE, 1997- 2000.The objective was to build a training apartment equipped with new technology for patients with cognitive impairment and test their ability with respect to independent living in a safe environment before discharge from an inpatient ward. The training apartment is used in rehabilitation for patients with acquired brain injury and for developing, testing and evaluating new products for example, the robot Giraff www.ds.se/traningslagenhet. Other supporting documents NA

[GiraffSense] 56 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund 4.1.4 Przemysłowy Instytut Automatyki i Pomiarów (PIAP) Description of the legal entity PIAP is a leading Polish public research institute, which belong to the top ten of Polish Research Institutes, developing new technologies since 1965. Presently employs 250 people, among them more than 150 scientists. PIAP specialists have wide, interdisciplinary experience in realization of unique solutions in the field of information technology, environmental technologies, satellite monitoring, transport, robotics, mechatronics, security, telemetry as well as artificial intelligence. Activities include the realization of dedicated, customized technical solutions, integration and R&D work. PIAP also specializes in realization of the unique technical solutions for monitoring and telemetry systems based on different methods of data transmission, utilizing GSM/UMTS network and low power radio telemetry as well as satellite data transmission.

Key Personnel

Artur Wieczyński received Ph.D. degree from Bradford University UK., Head of Satellite Monitoring Department of Security & Defence Systems Division within PIAP. He has experience in R&D within wireless and satellite applications. He participated and coordinated many national and international projects in the field of mobile communication, Transport along the East –West Trans-European Corridors, personal safety. He published over 30 publications and scientific papers. Piotr Szynkarczyk, Prof. Extraordinarius PhD Eng. is PIAP Deputy Director. He was a coordinator of a number of scientific and R&D projects financed by international bodies (i.e. Swiss National Science Foundation, European Commission) and Polish National Science Foundation. He published over 70 technical papers in national and international journals and conference proceedings. He is author and co-author of 12 technical patents. He is project inventor for new-generation of robotic services. Maria Baczyńska(F) studied both Computer Science and Robotics at Warsaw University of Technology. Currently she is employed in Satellite Systems Department in the Industrial Research Institute for Automation and Measurements PIAP. Her academic and professional interests include issues of mobile navigation systems, aspects of satellite communication, human machine interfaces and cryptographic methods. Arkadiusz Perski, (senior researcher) He started his work in PIAP from 2000 after graduating from Poznan University of Technology. Since then he has been working in many interdisciplinary international projects and he is responsible in PIAP for positioning methods especially including GNSS technologies. He has been involved in several EU projects as a R&D expert. List of up to 5 relevant publications, and/or products, services (including widely-used datasets or software), or other achievements relevant to the call content; Relevant previous projects or activities,

Team involved in the GiraffSense project took part in development of Galileo/GPS solution for monitoring of elderly and handicapped (Alzheimer disease) people ("IEGLO-GALILEO Infrastructure- Augmented EGNOS/Galileo Receiver for personal mobility project"). The team is currently also involved in realization of "SALIG++ [3] Smart Assisted Living involving Informal careGivers" project. Description of any significant infrastructure and/or any major items of technical equipment, relevant to the proposed work; Other supporting documents NA

[GiraffSense] 57 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund 4.1.5 Assistance Publique des Hôpitaux de Paris ; - Broca Hospital (AP-HP) Description of the legal entity Broca Hospital is a public University Hospital in Geriatrics and belongs to the biggest European university hospital network, named Assistance Publique des Hôpitaux de Paris (AP-HP) gathering 37 Parisian and suburb hospitals. Broca hospital activities focus on medical care, research and training activities in Geriatrics. The hospital associates different services that address all the healthcare needs of older adults: (1) Day care hospitalisation, (2) Memory clinic, (3) Acute care and rehabilitation, (4) Long-term hospitalisation, (5) Dementia Care Unit. Broca Hospital is associated to an academic research team (EA4468 Paris Descartes) specifically focused on dementia risk factors, neuropsychology, and care for patients with dementia and their families. Main tasks in the proposal: As a healthcare institution including a Living Lab, APHP will contribute to the development of the GiraffSense solution, its implementation and clinical evaluation with frail older adults and those with mild-to-moderate cognitive impairment. In particular, APHP will participate in the following tasks: assessment of end-users needs (patients, professional and informal caregivers), evaluation of technology acceptance, usability and effectiveness of the GiraffSense system (prototypes, stand- alone devices and final solution) under controlled settings (Living Lab) and field trials (users’ home), and the analysis of ethical issues regarding the use of implementation of GiraffSense.

Key Personnel Anne-Sophie Rigaud (F) (MD, PhD in Neurosciences) is a geriatrician and psychiatrist. She is a Professor in Geriatrics in University Paris Descartes. She heads the geriatric department at Broca hospital and the Research Unit EA 4468 including LUSAGE Living Lab. She has expertise in dementia and gerontechnology. She is responsible for education in geriatrics in Paris Descartes University. She co-heads the Memory Centre of Resources and Research for Alzheimer Disease in Ile de France and the French National Centre of Expertise for Cognitive Stimulation (CEN STIMCO). She participated as chief researcher or coinvestigator in about 40 research projects (PHRC, European projects) medical trials. Maribel Pino (F) (PhD Cognitive Ergonomics). Since 2009 Mrs Pino has a full-time research associate position at Broca Hospital (LUSAGE Living Lab). Her research focuses on the development, use, and implementation of assistive technology solutions to support frail elderly and older adults with cognitive impairment and their carers. Her experience in Living Lab activities include: requirement gathering practices, design and assessment of user interfaces; user research involving older adults (focus groups, user tests, surveys) including the collection, processing, and analysis of experimental data, and ethical analysis procedures. Clémence Boully (F) (MD, MSc public health) is graduated in general medicine and geriatrics and has a Master in Public Health, biomedical research and biostatistics. One of her main areas of work is the diagnosis and treatment of memory-related diseases, having a university degree in industrial development methods for improving dementia care. She works in Broca hospital as co-head of the geriatrics unit of acute care. She participates in consultations (memory disorders, frailty, balance and walk disorders, falls). Within the research unit EA 4468, she participates in various industrial and academic research protocols. She also has an academic at the medical school of Paris Descartes, where she teaches medicine and coordinates a University Degree for training coordinators practitioners of nursing homes. Relevant publications, and/or products, services 1. C. Granata, M. Pino, G. Legouverneur, J.-S. Vidal, P. Bidaud and A.-S. Rigaud. Robot services for elderly with cognitive impairment: Testing usability of graphical user interfaces. Technology and Health Care 21 (2013) 217–231 217. 2. Bloch F, Gautier V, Noury N, Lundy JE, Poujaud J, Claessens YE, Rigaud AS. Evaluation under

[GiraffSense] 58 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund real-life conditions of a stand-alone fall detector for the elderly subjects. Ann Phys Rehabil Med. 2011 Sep;54(6):391-8. 3. Pino, M., Benveniste, S., Kerhervé, H., Picard, R., Legouverneur, G., Cristancho-Lacroix, V., … Rigaud, A. S. (2013). Contribution of the Living Lab approach to the development, assessment and provision of assistive technologies for supporting older adults with cognitive disorders. Studia informatica Universalis, (2013) 2, 34-62. Retrieved from http://studia.complexica.net/Art/RI110204.pdf 4. Pino M, Beneveniste S, Rigaud AS; Jouen F. Key Factors for a Framework Supporting the Design, Provision,and Assessment of Assistive Technology for Dementia Care. Assistive Technology: From Research to Practice, 2013, 1247-1252. doi:10.3233/978-1-61499-304-9- 1247 Relevant previous projects or activities, COMPANIONABLE : European FP7 project coordinated by the University of Reading (2008-2012). The aim of this project was to evaluate the benefit of a system combining a mobile robot and automation environment for older adults with cognitive disabilities (especially MCI) at home. Services provided by the robot included cognitive stimulation, support in everyday life , detection of emergency situations (falls) (http://www.companionable.net/).

VAssist: European project aimed at developping adapted and simplified vocal interfaces providing tele-medicine and communication applications. The interface will be multilingual and combined with a supportive graphical user interfaces as well. The project targets older adults at home (Ambient Assisted Living European project (2011-2013), 119 783€). Description of any significant infrastructure and/or any major items of technical equipment, Infrastructure and technical equipment Lusage Living : APHP in coordination with Paris Descartes University have created the LUSAGE, a Living Lab specialized in the development and assessment of psycho-social interventions and assistive technologies for older adults. LUSAGE work is conducted within a multi-dimensional framework including medical, social and ethical expertise and using user-centered approaches. Up to date LUSAGE has participated as partner or coordinator in more than 20 national and international research and/or innovation projects, clinical trials, and other collaborations. LUSAGE is member of the European Network of Living Labs (EnoLL). LUSAGE is dedicated to the co-creation of technologies (robots, computers, computer programs) with end-users (older adults especially with cognitive impairment), health and academic professionals, companies and other stakeholders.

4.1.6 Almende B.V. (ALM) Description of legal entity Almende B.V. is a high-tech commercial research company investigating and developing self- organized critical agent-based solutions to sustain and improve the coalition formation and coordination of communication and collaboration across evolving networks of humans and existing ICT infrastructures. It performs basic research in multi-agent system theory and self-organised criticality of complex networks. In addition it performs related applied research in robotics, logistics, transports, crisis management, data centre management, building management, energy grids and home/health care network management.

Almende B.V. has gained and acquires continuously ample experience in several national and European projects on research and development of ICT tools and systems for integrated agent- based management and decision support with humans in the loop. Its subsidiaries ASK Community

[GiraffSense] 59 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund Systems, Deal Services, DOBots, LUNA, Sense Observation Systems and Rotterdam Community Solutions further develop and integrate the research findings into innovative product and service portfolios for diverse sectors. In particular, DOBots, ASK Community Systems and Sense Observation Systems do so for the service robotics and health- and home-care sector. Last but not least, Almende B.V. created and maintains open data stores in the Netherlands, e.g. Open Data Portal for Amsterdam, Eindhoven and Rotterdam, via its subsidiary Rotterdam Community Solutions.

Main tasks matching its profile Almende has ample experience and is actively involved in open data store projects, (service) robotics and ambient assisted living commercial and research projects, viz. ROD 2.0, REPLICATOR, ReAAL, and SALIG++. As Almende currently acquires a lot of experience about how to extend the UNIVERSAAL platform it leads Task T1.3 AAL service robot reference architecture & service components specification. Besides to this task Almende mainly contributes to the following tasks:

 Task T2.2 GIRAFFSENSE Service Robot Enablers (Service robot knowledge generation)  Task T3.2 GIRAFFESENSE recommendation support applications (Medication Intake and Nutrition Application and Route Planning Application)  Task T4.1 System integration (Open research data store)

Key Personnel Alfons H. Salden holds a M.Sc. in Experimental Physics (1992) and Ph.D. in Computer Science (1996) both from Utrecht University, The Netherlands. During his masters he performed florescence experiments to determine order parameters for quantum molecular dynamics of membrane systems and psychophysical experiments to map the sensitivity of human perception of the direction of movements in the visual field. During his Ph.D. he developed field-consistent scale- space theories for computer vision problems. He held a post-doc position at INRIA-Sophia-Antipolis, working on multi-scale geometric flow theories for knots and heterogeneous co-dimensional structures embedded in high-dimensional medical images or videos (1996-1998). Next, he held an ERCIM fellowship at INRIA-Rocquencourt and at GMD-FIRST, developing a mathematical-physical framework for sustainable complex systems and multi-scale data-assimilation techniques for feeding reliable satellite image data into air pollution forecast systems (1998-2000). Subsequently, he was member of the scientific staff of the Telematica Institute. He worked in various research fields ranging from psychophysics, cognitive science, computer vision, multimedia system theory and applications, multi-scale physics, ambient intelligence, mobile computing to communication and system research (2000-2006). As of 2006 he heads the basic and applied research within Almende on multi-agent systems and self-organized criticality theory.

Andries Stam (M) holds a Ph.D. in Computer Science (2009) from the University of Leiden. His Ph.D. thesis concerned the modeling of interaction in distributed evolving software systems. For six years, he worked as a consultant for various companies in The Netherlands (Telegraaf Amsterdam, ING Nederland, Ordina Holding, KLPD Zoetermeer, ICTU Scheveningen, etc.). Currently, he is heading system development of both Almende B.V. and its subsidiaries. In addition, he actively manages and contributes to many of the national and European projects. His research interests include model- driven and interaction centric software development, virtualization and cloud computing, and smartphone and wireless sensor programming. He has published in the areas of software engineering, coordination languages, and enterprise architecture.

Anne C. van Rossum (M) has a B.Sc. in Electrical Engineering and a M.Sc. in Media & Knowledge Engineering both from the Technical University Delft. He is currently doing his PhD student at Tilburg University in the field of emerging self-organized critical control of metamorphosis of robotic organisms.

[GiraffSense] 60 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund

Feifei Huo (F) holds a Master degree in Electrical Engineering from Xidian University, China and a M.Sc. in Media & Knowledge Engineering from Delft University of Technology (TU Delft), the Netherlands. In addition, she holds a Ph.D. form the Technical University of Delft, The Netherlands (2013). She conducted research on 3D person detection, tracking and modelling - she developed algorithms for multiple people tracking and pose estimation from multiple cameras.

Relevant publications, and/or products, services 1. Feifei Huo, Emile A. Hendriks: Multiple people tracking and pose estimation with occlusion estimation. Computer Vision and Image Understanding 116(5): 634-647 (2012). 2. Anne C van Rossum, Ted P Schmidt, Alfons H Salden (2010) The Interplay between Cognitive Sensor Fusion and Morphodynamics International Conference on Cognitive and Neural Systems (ICCNS), Boston, United States. 3. Feifei Huo, Emile A. Hendriks, Pavel Paclík, Augustinus H. J. Oomes: Markerless human motion capture and pose recognition. WIAMIS 2009: 13-16 4. L Preucil, P Stepan, T Krajnik, K Kosnar, Anne C van Rossum, Alfons H Salden (2010) Cognitive Approach in Artificial Organisms In: Symbiotic Multi-Robot Organisms: Reliability, Adaptability, Evolution Edited by:Paul Levi, Serge Kernbach. 165-228 Berlin Heidelberg: Springer isbn:978-3- 642-11691-9. 5. S. Iacob & A. Salden, "Attention and Anticipation in Complex Scene Analysis – An Application to Video Surveillance Systems", In IEEE International Conference on Systems, Man and Cybernetics, October 10-13, 2004, The Hague, Netherlands.

Relevant previous projects or activities 1. REPLICATOR (FP7), Robotic Evolutionary Self-Programming and Self-Assembling Organisms, in which Almende developed distributed (audio-visual) object and scene recognition algorithms for swarm and organism robotics. 2. ROD 2.0, in which Almende initiated and created Rotterdam Open Data Store in line with Digitale agenda.nl, the Dutch government's ICT-policy for 2011-2015. 3. SALIG++ (AAL5), Smart Assisted Living involving Informal careGivers, in which Almende models daily activity activities of user such as cooking, cleaning, doing exercises, taking medication, and sleeping, and dangerous events such as falls using 3D computer vision-based pattern recognition. 4. ReAAL (AAL), “Roll-out with 7000 users in real life: Active & Independent Living applications on top of the open service platform universal”, in which Almende as subcontractor of Zorgportaal Rijnmond integrates its CommonSense platform sensor data processing capabilities within the UniversAAL platform and develop a smartphone application to monitor a user's physical and social well-being.

Significant infrastructure and/or any major items of technical equipment 1. Common Hybrid Agent Paradigm (CHAP) with a toolkit consisting of a number of open-source software libraries following for embodying self-organised critical features into agent technology, visualization tools and artificial intelligence modules (TRL 4-5) is brought in as knowledge and technology assets for free into the project. REPLICATOR and SALIG++ computer vision and multimodal data pattern classification systems consolidated on CHAP are brought in for free too. 2. Common Sense development platform and health and home-care apps (TRL 10), and UiversAAL related results (TRL 5) are brought in as knowledge and technology assets for free (APACHE License 2.0) into the project. 3. Tools for building Open Data Portals (TRL 10). Almende will bring in these knowledge and technology assets for free (APACHE License 2.0) via its subsidiary Rotterdam Community

[GiraffSense] 61 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund Solutions.

Other supporting documents NA

4.1.7 Giraff Technologies (GIR) Description of the legal Giraff Technologies AB is a Swedish company that develops and supports a mobile telepresence platform for home care. The company has fours experience in supporting its service in home and health care environments both commercially and via several multi-national research projects. Giraff is the only mobile telepresence system in the world that is specifically focused on home care. Giraff Technologies has delivered nearly 100 systems in 9 EU countries.

Key Personnel Mårten Scherlund,(M) senior software developer. Mårten has over 15 years of professional experience in software planning, architecture, development and testing. His specific experience includes development of an application suite for mobile phones and real-time image processing at CellaVision AB. His key systems and language experience include Visual Studio, C, C++, C #, Eclipse, Netbeans, Java, J2ME, J2EE, ClearCase, JBoss, CVS, JSP, Tomcat, XML and DbVisualizer. Mårten has a Master of Engineering Physics from Lund University, Sweden in 1997. Patrik Björkman,(M) hardware and electronics developer. Patrik has 5 years of experience in mechanical design including SolidWorks, electronics design, CE technical certification, Java and C++ programming. He was a founding member of Robyn Robotics AB, a startup company that developed a service robot for use in museums. Patrik is the principal hardware designer of the Giraff device. He has a Master of Science in Robotics Mälardalen University, Sweden in 2010. Stephen Von Rump,(M) CEO. Stephen has extensive international experience in product and service development, business planning, marketing and sales, manufacturing, customer support, intellectual property and patents, and fund raising for grants and venture capital. He is also a veteran of multi- national projects in both the EU Framework Seven Programme (FP7) and the EU Ambient Assisted Living Joint Programme (AAL). He has extensive user experience in technology for elderly care at all levels including elderly residents, caregivers and care organizations. Stephen holds an M.S. Electrical Engineering degree from Washington University in the U.S. Relevant publications, and/or products, services Giraff has an existing commercial service upon which the GIRAFFSENSE platform will be based. It consists of several three basic technical components: 1. Giraff is a remotely controlled mobile, human-height physical avatar integrated with a videoconferencing system (including a camera, touch-screen display, speaker and microphone). It is powered by four motors that can propel the device in any direction, tilt the display section up and down and adjust the avatar’s height to a standing or sitting position. 2. Pilot is a computer application that allows users/visitors to access and control the Giraff over a standard Internet connection. From a remote location a person with no prior computer training can “visit” a home or other care location and intuitively navigate the Giraff down hallways, through doorways and around tables and chairs. 3. Sentry is a call management and administration system that manages Giraffs and Pilot visitors, and allows administrators to configure Giraffs, alarms and communications options.

[GiraffSense] 62 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund Relevant publications: 1. Combining social interaction and long term monitoring for promoting independent living, Silvia Coradeschi, Amedeo Cesta, Gabriella Cortellessa, Luca Coraci, Javier Gonzalez, Lars Karlsson, Francesco Furfari, Amy Loutfi, Andrea Orlandini, Filippo Palumbo, Federico Pecora, Stephen von Rump, Ales Štimec, Jonas Ullberg and Britt Ötslund, 6th International Conference on Human System Interaction (HSI), Gdansk, Poland, 2013 2. Ecological Long-term Evaluation of a Telepresence Robot for the Elderly: Methodology and Experiments, Amedeo Cesta, Gabriella Cortellessa, Andrea Orlandini, Lorenza Tiberio, Knowledge Based Systems, Elsevier, January 2014 3. Towards Measuring Quality of Interaction in Mobile Robotic Telepresence Using Sociometric Badges, Kristoffersson, S. Coradeschi, K. Severinson-Eklundh and A. Loutfi, Paladyn Journal of Behavioral Robotics, 2013 4. Long-term deployment of a telepresence robot at elderly homes, Silvia Coradeschi, Amedeo Cesta, Gabriella Cortellessa, Cipriano Galindo, Javier Gonzalez, Andrey Kiselev, Annica Kristoffersson, Amy Loutfi, Andrea Orlandini, Stephen von Rump, Lorenza Tiberio, AAL Joint Programme, “ExCITE” Project Summary, 2013 4. Psychophysiological Methods to Evaluate User's Response in Human Robot Interaction: A Review and Feasibility Study, Lorenza Tiberio, Amedeo Cesta, Marta Olivetti Belardinelli, Robotics 2(2): 92-121, 2013Psychophysiological Methods to Evaluate User's Response in Human Robot Interaction: A Review and Feasibility Study, Lorenza Tiberio, Amedeo Cesta, Marta Olivetti Belardinelli, Robotics 2(2): 92-121, 2013 Relevant previous projects or activities 1. ExCITE–Enabling Social Interaction Through Embodiment Evaluate user requirements of social interaction through mobile telepresence AAL Joint Programme Call 2, 2010-2013 Winner of AAL Forum’s 2011 “Most Promising Innovation” Award 2. GiraffPlus, Develop smart home architecture that increases capabilities as elderly’s needs grow FP7 ICT Challenge 5: ICT for Health, Ageing Well, Inclusion and Governance, 2012-2014 3. VictoryaHome Develop tools for a care network around an individual living independently at home AAL Joint Programme Call 5, 2013-2016 4. TERESA Develop a socially intelligent remote telepresence device for home care FP7 ICT-10-2.1, 2013-2016 Significant infrastructure and/or any major items of technical equipment , The Giraff mobile telepresence system is the result of nearly 5 years of progressive work in the domain of ambient assisted living. Its development was partly financed by the AAL “ExCITE” and FP7 “GiraffPlus” projects. Because of Giraff’s commercial potential was awarded “Most Promising Innovation” of 2011 by the AAL organization.

The company also has extensive operational resources to support system integration and field trials. It has a code repository system, a project development management system and an online user support system. The company has also developed a complete set of user documentation for all aspects of the Giraff platform and its support components. Other supporting documents NA

[GiraffSense] 63 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund 4.1.8 Sundbyberg Stad (SK) Description of the legal entity Sundbyberg is Sweden’s smallest municipality when it comes to surface area and is adjacent to the capital city of Stockholm. The municipality has 1,870 employees and 42,500 inhabitants and has a turnover of 1,863 billion. Because of rapid residential construction the population is the fastest growing in the country, and is expected to increase to 67,600 people by 2027. The proportion of senior citizens aged 65-79 is expected to increase by 70 percent during the same period, while the age group 80-89 years is projected to increase by 51 percent. The city has five departments, two of which will be involved in the project GiraffSense. Individual and care administration provides support to people with disabilities, or problems with social, psychological or substance abuse. The elder care administration provides home care services to seniors and others in need of help in the home; the administration is also responsible for nursing homes and other support activities for older people and their relatives. The city’s elderly board has recently decided to gradually shift to digital technology for improved security and service in the home for those in need of support and help. Based on this, the administration is working with a long term plan for the financing, organization and collaboration of e-health services. Main tasks in the project: In the Girraffesense project SK takes charge of examining the end- users(elderly and disabled persons) needs and requirements of a service robot, test and evaluation of the Giraffesense system in their home.

Key Personnel Heidi Glassel (M) is a licensed occupational therapist and has worked in the care sector in Sundbyberg for eleven years. Mrs. Glassel works with people with intellectual, neuropsychiatric or psychosocial disabilities, her work includes identifying early signs of cognitive impairments, such as dementia and other diseases. Furthermore she is a preceptor for the care staff in motivational interviewing and she is a system manager for an art program designed for people with cognitive difficulties. Torbjörn Ekevik (M) is a licensed occupational therapist and head of four group homes for people with intellectual, neuropsychiatric or psychosocial disabilities. Mr. Ekevik has previously been head of the daily activities of the above target groups and has experience of rehabilitation of persons with psychological difficulties in the workplace. Relevant publications, and/or products, services Relevant previous projects or activities Individual care administration is participating in the EU funded Carpe 2 program, where the aim is professional development of the employees. 23 municipalities and two companies are involved. The administration also participates in the EU project Consensio, dealing with training and skills development for the employees. The project is supported by the European Social Fund and managed by the Swedish Social Insurance Agency, the Employment Service, several Stockholm municipalities and other organizations. Significant infrastructure and/or any major items of technical equipment, In 2014 SK participate in a project led by Mälardalens Högskola to test a robotcat in home environment for disabled persons Other supporting documents. NA

[GiraffSense] 64 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund 4.1.9 AGE Platform Europe (AGE) Description of the legal entity AGE Platform Europe is a European network of around 170 organizations of and for people aged 50+ representing directly over 30 million older people in Europe in the EU28. Its work focuses on a wide range of policy areas that impact on older and retired people. These include issues of anti- discrimination, employment of older workers and active ageing, social protection, pension reforms, social inclusion, health, elder abuse, intergenerational solidarity, research, accessibility of public transport and of the build environment, and new technologies (ICT). The Platform takes also active part in several EU projects. The majority of these projects are funded by the 7th Framework Programme. The purpose of its work is to voice and promote the interests of the 150 million inhabitants aged 50+ in the European Union and to raise awareness of the issues that concern them most. AGE seeks to give a voice to older and retired people in the EU policy debates, through the active participation of their representative organizations at EU, national, regional and local levels, and provides a European platform for the exchange of experience and best practices. It also aims to inform older people on their rights as EU citizen or resident and on EU policy making processes and recent EU policy development. AGE is involved in key European initiatives such as the European Innovation Partnership on Active and Healthy Ageing, the Financial Services Users Group and in several EU wide networks such as the European Anti-Poverty Network (EAPN) and the European Public Health Alliance (EPHA). AGE is also involved in the drafting of some key documents such as the upcoming Accessibility Act. AGE Platform Europe receives funding from the European Union PROGRESS programme to represent the voice of older people at EU level. In addition to its general policy work programme, AGE is involved in several EU research projects dealing with the promotion of healthy ageing, independent living, transport, employment of older workers, demographic change and housing wealth. AGE will support the project’s dissemination activities, coordinating the consortium’s inputs to social media, as well as informing it about possible relevant events where the project could gain further visibility. Given its role at European level, AGE will be the link between the project and the EIP AHA, besides promoting the projects among a wide range of other European projects and European conferences.

Key Personnel Ilenia Gheno (F) is Research Project Manager at AGE Platform Europe. Since 2009 she assures the coordination of the Research Projects in which AGE participates. She is responsible for the elaboration of projects' activity plans, budget expenditure, financia reporting and accounting, mainly related to 7FP and CIP PSP European Projects. She is moreover directly involved in specific projects, especially within the realm o the new technologies and health care (DOREMI, ASAPS), as well as liaising with the development of the EIP AHA (European Innovation Partnership on Active and Healthy Ageing) through the ENGAGED and AFE-INNOVNET thematic networks on age-friendly environments. She manages the participation of AGE in tenders and call for proposals, and the engagement of AGE experts on European projects in particular related to Universal Design, Health and e-health, Accessibility and ICT. She contributes to the monitoring of user involvement in projects and ensures a wide dissemination of project results. Her expertise is related to accessibility, acceptance of technology, access to services, safety and security, independent living and ethical issues. Contact: [email protected] Maude Luherne (F) is Policy and Project officer working for AGE since October 2009. She coordinated the EUSTaCEA project (2008-2010) and the WeDO project (2010-2012) which developed a European Charter on the rights and responsibilities for older people in need of care and assistance and an EU quality framework long term care services. She has monitored the follow up of these projects through the WeDO partnership, an EU wide informal network of organizations

[GiraffSense] 65 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund committed to improve quality care and fight against elder abuse. She followed research projects in the field of AAL and assistive technologies (AALIANCE2, Atis4all), e-accessibility (eAccess+), ICT for integrated care (SmartCare) and families (FamiliesandSocieties). The main topics she works on are long term and integrated care, prevention and fight against elder abuse and support to carers. Through her work in WeDO, she developed a great knowledge on online sustainable networks and the use of a participatory approach. She is working from a distance from Rennes, France. Contact: [email protected] Ophélie Durand (F) is Project Officer and European Parliament Liaison Officer since April 2012. She is responsible for the liaison with the European Parliament and the Intergroup on Ageing and Intergenerational Solidarity, where she follows all relevant dossiers for AGE (transport, health, gender equality, ICT, social protection, employment, lifelong learning…) and establishes contacts with MEPs to provide support to the Policy team in their advocacy work. Besides, she is involved in several EU projects on ICT and health (IROHLA, Prosperity4All, JamToday), in which she follows the drafting of deliverables, meetings and dissemination activities. She can then ensure the liaison between the project and the latest EU policy developments and legislation. She is also working on the brochure on the involvement of older people in research activities. Contact: [email protected] Relevant publications, and/or products, services Relevant previous projects or activities AGE was involved in both projects.http://www.oasis-project.eu/ (with respect to the integrated open architecture) as well as http://www.homesweethome-project.be/ (with respect to the integrated systems for patients' monitoring and the pilots) Significant infrastructure and/or any major items of technical equipment With regard to the “infrastructure”, AGE has been working ICT-related projects for providing the perspective of older users. Besides that AGE is currently working in a thematic network, ENGAGED, funded by the CIP PSP, establishing a community for Active and Healthy Ageing. Moreover AGE is coordinating the AFE-INNOVNET thematic network for establishing a covenant on demographic change, implementing at local level those best practices that can help making our European societies age-friendly by 2020. Other supporting documents NA

4.2 Third parties involved in the project (including use of third party resources)

No third parties are involved.

5 Section 5: Ethics and Security 5.1 Ethics The GiraffSense project aims at supporting autonomy, social inclusion and quality of life of primary end-users (elderly persons with cognitive impairment and/or frailty, informal and formal caregivers). Hence, it involves the assessment of the feasibility, acceptability, security, robustness, reliability, and accessibility of the GiraffSense systems and services, addressing the relevant legal, ethical and privacy issues. Indeed, the GiraffSense solution is based on technical systems, including monitoring systems (sensors and cameras), which might be perceived as intrusive by primary end-users. The solution also focuses on technology-mediated care delivery and a greater involvement of citizens in their own health management. These topics require a comprehensive ethical examination. Accordingly, all research activities within the GiraffSense project will be carried out so as to ensure

[GiraffSense] 66 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund the appropriate balance between the protection of the rights of the individual and the protection of society.

Globally, the GiraffSense project will observe European Union and national Ethics regulations regarding:

- General bioethics principles: solidarity, freedom, tolerance, equal opportunity, social justice and human dignity. - The handling of personal information and protection of the individual's right to privacy. - Voluntary participation in research activities (informed consent, decision to end the participation) and self- determination. - Identification and management of risks associated to the participation in research activities. - The “No Harm” and beneficence principle.

- Responsible dissemination of research findings, products and services.

In this regard, reference ethical guidelines and privacy regulations will include but not be limited to: - Charter of the fundamental rights of the European Union (2000/C354/01). - The 95/46 /EC Directive on the processing of personal data - Universal declaration of Bioethics and Human Rights - The International Medical Informatics Association (IMIA) code on Health Information Professionals (HIP) - Equal accessibility rights for persons with disabilities - Alzheimer’s Europe guidelines on the use of assistive technology by/for people with dementia - Convention for the Protection of Human Rights and Dignity of the Human Being with regard to the Application of Biology and Medicine: Convention on Human Rights and Biomedicine (Council of Europe, Oviedo, 4.IV.1997)

More specifically, all the activities (assessments, focus groups, surveys) involving end-users would be approved by the relevant Research Ethical Committees in each country in which evaluations will be conducted (FR, SU). Prior to the conduction of any activity involving end-users, ethical clearance will be obtained from the concerned authorities (local Ethics Committees, external bodies and experts); in France these include: the AP-HP Ethical Committee (CHU Cochin), the CCTIRS “Consultative Committee for research about information focusing the health information data” (Comité Consultatif pour le Traitement de l’Information en matière de Recherche dans le domaine de la Santé), and the CNIL is the National Public Authority in charge of personal Data protection. In Sweden these include the Regional Ethical Board in Stockholm.

Furthermore, the GiraffSense project will establish an Ethics Board responsible for managing and monitoring all ethical aspects of the project and ensuring strict compliance of research outcomes with national/European rules concerning privacy, data protection, voluntary participation in the project, and monitoring of data handling and findings dissemination. Ethical aspects will also include the promotion of gender equality. The committee will be composed of a responsible, belonging to the Consortium, and external experts (medical professionals, bio ethicists, policy makers, philosophers, representatives of end‐users groups etc.) who will act as consultants to the project. The project partners, especially APHP, DS and SK, will propose candidates for membership. The final membership will be decided by the General Assembly, which will make every effort to ensure balanced representation of different points of view. Ethical issues will be taken into account and dealt with in the evaluation and user trials documents.

Identification and management of ethical issues related to user’s involvement

[GiraffSense] 67 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund

Concerning users’ involvement in the GiraffSense project it has been defined that end-users recruited should be able to fully understand the project goals. In any case the GiraffSense project will not involve subjects under 18 years old.

Prior to their participation in any of the project’s activities, all end users will receive oral and written information about the project. Furthermore, they will be informed that participation is voluntary and that all collected data from the tests will be used anonymously. Informed consent will be collected from all participants. They will receive at the same time an information sheet describing: the nature of the study, objectives, procedures and timing. This paper will also state that participation is voluntary and free (except for reimbursement of travel expenses for patients with walking difficulties and transportation by the agreement with cooperatives, if needed) and that withdrawal from the study is possible at any time without any reason or penalty.

Information provided to participants will be formulated with specific focus on the target groups, meaning the information provided to elderly participants, caregivers and professionals will be adapted to suit their needs. A particular attention will be given to the involvement of persons with cognitive impairment in research activities, consequently researchers from end-users organizations of the GiraffSense consortium will consider and use user’s involvement methods which correspond to the cognitive and psychological capacities of these end users. Overall supervision of the experimental activities will be under the responsibility of the project Ethical Board and local Ethical Committees.

Handling of personal information and protection of the individual's right to privacy

A protocol for the management of personal will be established before the conduction of any activity involving end-users. Data collected during the field tests that are personal, including sensor-data regarding movements, activities etc., will be used anonymously and for the interest of each particular person and/or his/her significant others also included in the project activities and after approval. In this way, no personal data or other possible intrusive information will be possible to access for other persons within or outside the project. Participants' personal data will be collected, processed and stored according to existing legislation on privacy (e.g. EU legislation Article 29 workgroup paper n°WP131 on The Processing of Personal Data Relating to Health in Electronic Health Records).

Privacy issues must be carefully considered and respected. For example, it is important to ensure respect for privacy while monitoring an elderly person at home. Otherwise monitoring could be a threat to his/her integrity. It is important that the older adults feel that their privacy is well protected. For this purpose, activities including remote monitoring will be planned and discussed with potential end-users and then submitted for approval to the project’s Ethics Board, and local Ethical Committees (FR, SU).

Responsible dissemination of research findings, products and services

GiraffSense partners involved in dissemination activities will take the necessary measures to check the validity or trustworthiness of their conclusions. A statement of possible conflicts of interest will accompany all published work resulting from the project’s activities. Finally, partners from the GiraffSense consortium will be willing to submit their findings to expert scrutiny if justifiable reasons for such scrutiny are provided.

[GiraffSense] 68 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund Other ethical issues

GiraffSense aims at providing a better healthcare, quality of life, independence and social inclusion of primary end-users, by an innovative solution integrating an assistive robot and a smart home environment. Consequently, the ethical approach must ensure a high level of quality in design and services matching with the real needs and preferences of end users, and meeting relevant usability, effectiveness and accessibility standards (e.g. taking into account possible difficulties with sight, hearing, mobility and dexterity). With consideration to all inclusive design principles agreed for the project, special attention should be paid to the potential performance and quality of services that make daily living activities accessible; noting the relevant customization of the system to the personal context. Also, the GiraffSense project raises broader ethical questions, concerning the impact of technology-mediated care on individuals, families, healthcare organizations, and general society.

5.2 Security2 The GiraffSense project will NOT involve activities or results raising security issues. The GiraffSense project will NOT involve 'EU-classified information' as background or results.

5.3 References

[1] ReAAL (AAL), “Roll-out with 7000 users in real life: Active & Independent Living applications on top of the open service platform universal. [2] www.universaal.org [3] http://salig.eu/ [4] http://www.fi-ware.org/

2 Article 37.1 of Model Grant Agreement. Before disclosing results of activities raising security issues to a third party (including affiliated entities), a beneficiary must inform the coordinator — which must request written approval from the Commission/Agency; Article 37. Activities related to ‘classified deliverables’ must comply with the ‘security requirements’ until they are declassified; Action tasks related to classified deliverables may not be subcontracted without prior explicit written approval from the Commission/Agency.; The beneficiaries must inform the coordinator — which must immediately inform the Commission/Agency — of any changes in the security context and — if necessary —request for Annex 1 to be amended (see Article 55)

[GiraffSense] 69 Doknr: ION-0043/2014-1 Diariedatum: Godkännare: Marianne Saur Hedlund