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www.zigbee.org
October 2013
Foreword
Since its inception, the ZigBee Alliance has worked with a singular focus: to create a muchneeded global wireless language capable of connecting the myriad of everyday devices that pervade our living and work environments as we go about our daily lives. This focus is aimed at the ubiquitous devices often overlooked in an IT-centric world such as lights, switches, thermostats, security sensors, electricity meters and remote controls. In addition, there are more complex sensor devices found abundantly in the health care, commercial building and industrial automation sectors. By connecting these everyday devices, a Machine-to-Machine (M2M) network or Internet of Things is created that significantly enhances comfort, convenience, security and control for consumers and businesses alike. The more than 400 ZigBee Alliance members have created a smart set of global, open, low power wireless standards offering extraordinary control, expandability, energy efficiency, security, and ease of use by enabling connectivity of billions of everyday devices and transforming how we experience and control our environments in the 21st century. Today, organizations are using ZigBee technology to deliver innovative solutions for a variety of applications including consumer electronic device control, energy management and efficiency, health care, telecom services, home and commercial building automation and industrial automation. The ZigBee Alliance is a thriving ecosystem with over 400 members. It offers a strong ecosystem of companies and products across the value chain helping create the Internet of Things that is going to dramatically alter the way we are going to live and work in the future. Retail can now use this technology as well to enhance the shopping experience while improving operational efficiencies and reducing costs at the same time.
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October 2013
Table of Contents
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Defining a New Customer Shopping Experience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 ZigBee Retail Services Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Key Use Cases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Location engine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 The Better Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Payment Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Retail Employee Use Case . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Electronic Shelf Labels and Electronic Shelf Edges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 In-home scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
List of Figures
Figure 1: Holistic approach to the retail ecosystem . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Figure 2: Customer or Cart Interactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Figure 3: System-level diagram of a Retail Services implementation. . . . . . . . . . . . . . . . . . . . . . . . . . 6 Figure 4: General System Diagram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Figure 5: Location Engine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Figure 6: Customer Payment Experience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Figure 7: Electronic Shelf Label Interactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Figure 8: In Home Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
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October 2013
1. Introduction
ZigBee Retail Services helps retailers reinvent the shopping experience for a customer-centric process by layering new control capabilities into everyday tasks. With this innovative technology, ZigBee Retail Services enables retailers to increase productivity, strengthen customer loyalty and streamline operations with the underpinnings of a comprehensive data-driven infrastructure tailored to the retail environment. The underlying mesh network infrastructure provided by ZigBee is ideal for implementing the retail service components of a system that enhances the shoppers experience and brings greater efficiencies to retailers. Standardized retail services solutions enable retailers to build networks incrementally and cost-effectively with components, and to scale by adding additional devices with specific functions without expanding the network infrastructure or integrating new software into the retail systems back-end servers.
In order to facilitate shoppers active participation and retailer efficiencies, we envision enabling many of the key components of the retail space with ZigBee systems, creating a holistic wireless network that includes the shoppers themselves, Intelligent Shopping Carts, and shelf tags.
The ZigBee Alliance-defined components automate the retail environment to enhance shoppers experience, such as:
More consumer control Help in remembering what to buy Locating products easily Determining the price of an item Finding help easily when needed Reduced wait time to pay and bag items
October 2013
customer quickly assisted by the location engine. Finally, the customer is able to breeze through checkout as the items in the cart have already been scanned.
customer receives an alert on the mismatch and instructions on how to correct the discrepancy. The system tracks if a particular customer is having trouble by registering a high number of discrepancies and it dispatches a retail associate to help based on location information from the shoppers handheld device. As the customer continues to shop, the retail server builds the invoice for the cart, as well as other logistical data about the customers path through the store. The system recognizes that the customer is ready to leave when the customer enters a checkout area. The retail server transmits the invoice through the retail enterprise network to a POS system that enables the customer to complete the transaction. The customer can then leave the store with the items. When the Personal Shopping Assistant leaves the holistic retail network, the relationship between the cart and the Personal Shopping Assistant is severed.
The ZigBee Retail Services standard defines the messages being exchanged between the Personal Shopping Assistants, the carts and the retail server. The ZigBee PRO specification, the base networking system, handles the joining and authentication process, which is guided by notes in the ZigBee Retail Services standard. With messaging, the retail tunnel cluster covers the specific application messages between the Personal Shopping Assistant and the retail server, and the ZigBee Telecom Services location cluster covers location services. All are standard ZigBee messages. As the customer shops, scanned items and Personal Shopping Assistant information are communicated to the retail server through retail tunnel messages. As the back office receives UPC messages from the customers Personal Shopping Assistant, it compares the weight change reported by the load cell in the Intelligent Shopping Cart with the known weight of the item through its UPC code. If the weights match, the item is accepted and a text message or another feedback mechanism displays on the Personal Shopping Assistant. However, if there is a discrepancy, the
In the scenario described above, much of the complexity of the mobility of the Personal Shopping Assistant and the cart is hidden from the customer. For example, in cellular networks, mobile devices that are end nodes move about and need to migrate from router to router or access point to access point depending on the specific network implementation. This mobility causes the mobile devices to roam various access points as they move, and this, in turn, causes the holistic retail networks routing tables to be in continual flux. ZigBee in general, and the ZigBee Retail Services and ZigBee Telecom Services in particular, are designed to handle complexity of this mobility, making it possible to have mobility and efficient network use in the same dynamic environment. This use provides customers with an in-store experience that enables them to shop at their own pace, check prices easily, view their running financial total as they shop, locate products, scan and bag products their way, and minimizes the touching of items by others, pay for goods with minimal store associate interaction and experience minimal audit
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processes. In addition, it allows for payment with minimal associate interaction, and minimizes audit processes. This experience carries over to at-home shopping uses that enable the creation of shopping lists, price comparisons, and coupon offers. It also reduces out-of-stock situations when customers arrive at the retailer. Additional services could include support for pharmacy services or allergy alerts. What this really boils down to is an experience where the customers have complete control of their shopping experience, at their own pace with opportunities, gently aided by the technology, to save time and/or money.
The ZigBee Retail Services network also extends into the shoppers home, enabling the shoppers handheld Personal Shopping Assistant or ZigBeeequipped smartphone to interact with the retailers enterprise network through an in-home gateway device. This would enable the customer to take control of their shopping experience even before they have left their home.
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October 2013
is then verified and added to the ongoing list of items the shopper has collected and may trigger customized purchase recommendations, sales or special offers. If the incremental weight reported by the shopping cart correlates with the recorded weight of the item scanned, the Personal Shopping Assistant adds it to the shopping list. If, on the other hand, the weight does not correlate with the item, the customer receives a message on the Personal Shopping Assistant directing the customer to either rescan the item or return it to the shelf. It would also trigger an alert to the support staff of the retail facility to assist the customer if necessary, for instance if the customer is scanning an item multiple times but the PSA is not adding it to the shopping list which would indicate some technical glitch. The Personal Shopping Assistant can exchange a broad range of information with the retailers back-end servers and personalize a customers shopping experience. For example: Current shopping and loyalty (if applicable) information Daily sales information Forthcoming sales opportunities Real-time customer information (e.g, notice to/from pharmacy such as prescription is ordered/ready) Special retail offers for preferred customers Help requests to/from Retail Associates, product location services
The Personal Shopping Assistant also provides twoway voice and text or short messaging service (SMS)like communication with store personnel.
2) Customer-Centric Personal Shopping Assistant Used at Multiple Retailers: In some situations, the customer owns the Personal Shopping Assistant instead of the retailer. As such, the shopper would carry the device home as well as to other retail locations and potentially competitive retailers. Some scenarios include the use of the Personal Shopping Assistant in retail mall environments or at different retailers within the same complex. The Personal Shopping Assistant becomes an essential part of the customer shopping experience as the shopper moves from store to store. A variation of this general case is the use of the Personal Shopping Assistant at multiple locations of the same retailer, potentially even internationally. Here, the retailers enterprise systems allows shoppers information and system access credentials to be distributed to a specific store location when shoppers visit with their Personal Shopping Assistant. 3) Customer Retail At-Home Experience: With a customer-centric handheld ZigBee device at home, the customer can build shopping lists or inquire about product availability using the Personal Shopping Assistant through a gateway device that communicates with the retailers enterprise services over the Internet. Further, when a customer arrives at a store with a preloaded shopping list, the Personal Shopping Assistant guides the customer through the store using the most efficient path. This eliminates the need to walk up and down aisles looking for specific items or looking for help finding specific items. 4) Asset Tracking and Customer Behavior: The shoppers Personal Shopping Assistant and Intelligent Shopping Cart are tracked thereby gathering critical shopping behavior data and tracking of store assets. Retailers gain insight
In conjunction with the location engine that is part of the holistic retail network, the Personal Shopping Assistant updates information on items that the shopper is approaching based on the shoppers projected path through the store. The announcements on the Personal Shopping Assistant could also be tailored using shopper-specific profiles that determine the level and variety of announcements that the shopper wants to receive. These announcements might be:
Product advertisement Alerts (such as health and ingredient conflicts)
2013 ZigBee Alliance. All rights reserved. 7
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into how and where customers move through the retail floor space, how long they pause at a specific location, locations where they do not shop and how quickly or slowly they travel through specific areas. This data provides feedback into how well areas of the retail floor plan are performing and how and where to improve merchandising and increase marketing opportunities. In an emergency, specific tracking data helps to locate customers in distress. Alternately, using this same location feature for the Intelligent Shopping Cart, it provides asset tracking of the cart itself or other items in the store that are mobile and in jeopardy of being removed. 5) Personnel/Inventory Tracking: As with the Personal Shopping Assistant, retail associates use an enhanced version of the device to track items on the shelf for stocking or re-stocking. With the device location feature, management monitors associates effectiveness at specific tasks using real-time interaction with the retail back-end server to provide detailed task management and reporting. 6) Electronic Shelf Labels and Shelf Edges: Shelf labels, the electronic versions of price tags, product information, and sales information seen on the retail shelf today, allows for two-way radio contact with the retailers back office. The primary goal is to enable the retailer to update pricing and other critical information displayed on the shelf tags in real time and at the push of a button. More advanced scenarios have the shelf tags interacting with the back-end server location engines to personalize shelf tags when customers approach the item in question. A use case for this is to flash the display on the tag when an approaching shopper has that item on the handheld shopping list, thereby drawing attention to the items location. 7) ZigBee is ideal to accomplish the sensing and communications processes required for tasks associated with supply chain management. Managing this side of the retail equation improves the way a company finds the raw materials it needs to make a product or service and deliver it
to customers. In the context of the retail environment, it involves: Obtaining raw materials for production of marketable goods Asset tracking (e.g., people, forklifts, hand trucks, pallets, tractor trailers, special materials) Just-in-time inventory Virtual demand and predictive inventory Cold chain management Delivery loading/unloading Warehousing/location of raw materials and products Monitoring temperatures, humidity, unusual motion, salinity, spills, etc. Monitoring sort systems in warehouses Monitoring activities for safety and security (e.g, video) Maintain telematics information for trucks and other vehicles Return/exchange strategy These factors are the critical elements of successful supply chain management. As an example, ZigBee technology is already being used for monitoring the integrity of refrigeration in truck fleets transporting perishables. Wireless sensors deployed in pallets to monitor that the correct temperature is maintained from origin to destination can be mesh networked using ZigBee and the information can be sent regularly to the central servers. Since ZigBee technology is ultralow power it is well suited even for long distance transportation. When the trucks reach their destination the monitoring data for the trip can be sent to the systems in the receiving facility and any pallet that was not maintained at the right temperature through the trip can be easily identified and not offloaded at all. This proactive ability to identify refrigeration failures can help minimize spoilage, avoidable paperwork like insurance claims etc. The same network can also be leveraged to identify spillage en route. This can have a huge impact on businesses in reducing operating costs and quality issues. 8) Other ZigBee standards, including ZigBee Building Automation, ZigBee Health Care, ZigBee Smart Energy and ZigBee Light Link, specifically relate to retail operations, safety and security. These inclue:
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October 2013
Food Safety Management to report storage temperatures, humidity conditions in coolers, meat lockers and more. Temperature alerts for other appropriate areas as required (such as meats or dairy) HVAC systems monitoring Open/close restricted entrances, windows, etc. monitoring Health hazards/high-risk areas monitoring Safety alerts (for fire, flooding, earthquakes, etc.) Shelf-stocking issue monitoring The efficient operation of lighting systems, control of temperatures and preventive maintenance can represent significant savings for any retailer. For larger retail chains that can include thousands of stores and other facilities, it can result in substantial savings. Large retailing leaders such as Kroger are very committed to supporting food at safe temperatures, which entails very accurate and reliable monitoring of coolers, produce, meat and other perishables. This has an impact on safety for consumers and also the lifespan of products. For example, strawberries should last four to five days after purchase but if they have been exposed to higher temperatures, they will not last that long. Not only does ZigBee technology enable retailers to keep out of specification products from being sold to customers, but also assists in preventive maintenance of devices reducing spoilage and energy wastage. Energy savings can translate into big dollars and in fact, studies have shown that the energy saved is equivalent to one years payback of infrastructure cost. Linking the monitoring and control of the physical plant to other aspects found in the ZigBee Retail Services standard such as personnel tracking, can yield further benefits in terms of safety, reporting, and risk mitigation.
5. Location engine
A key component of ZigBee Retail Services is the location engine, a system which tracks the location of all radio-enabled elements, or more typically, tracking the location of the mobile elements, the Personal Shopping Assistant and the Intelligent Shopping Cart. The devices which require location tracking can use the Location Cluster from the ZigBee Cluster Library. This cluster provides a means for exchanging Received Signal Strength Indication (RSSI) information among one-hop devices as well as messages to report RSSI data to a centralized device that collects all the RSSI data in the network.
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October 2013
The example below displays the usage of the RSSI location cluster:
and unnecessary message status transmissions reduce battery life. ZigBee devices operate on a secure network allowing devices to enter and exit the network. Each one of these ZigBee devices only operates with another secure device in the network. ZigBee networks use robust mesh technology with built in redundancies and no single point of failure, versus a star network used by 802.11. ZigBee routing devices pass data, allowing a small number of devices to achieve greater total range than any 802.11 network. 802.11 devices use a star network, requiring the receiving device be within range of the transmitting device with potential for points of failure.
7. Payment Scenario
Figure 5: Location Engine
This mechanism forms the basis for all the tracking mechanisms in the ZigBee Retail Services standard from customer tracking through asset tracking and has a significant impact on the quality of service being delivered by the retailers.
When the customer reaches a Point-of-Sales (POS) station, an invoice for the items scanned and added to the Intelligent Shopping Cart is presented automatically to the shopper with payment options. The retail systems back end communicates the information for the invoice to the POS system. The location engine in both the customers Personal Shopping Assistant and the Intelligent Shopping Cart triggers the checkout process as the shopper enters the checkout area. With the handoff completed, the POS system, which is not specifically part of the retail services profile but still an essential part of the overall system, takes over, enabling the shopper to speedily pay for the items and exit the store.
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that certain events did or did not happen, for example, that an associate was present at a particular spot at a particular time. In the extreme case, this data may be used for legal purposes, and thus, needs to provide sufficient tamper protection due to the varying requirements of the different retail applications, ZigBee Retail Services allows devices to either rely on networklevel security alone, or add application level security for applications with higher security requirements. Devices under the control of the device owner (e.g., devices taken home by the customers) are especially vulnerable to attacks. Ultimately all ZigBee Retail Services devices support network-level security (i.e. the network keys shall not be well known). This network key communicates with the devices through a set of encrypted messages to a site-specific Trust Center link key. The Trust Center Link keys are under the direct control of retailers. Using network-level security provides protection against sniffer devices that are not part of the network while also providing protection from rogue devices trying to disrupt the network. The network can provide additional security at the application layer using application layer link keys which provide peer-to-peer encryption and authentication and/or retailer-specific encryption that can be applied to the retail tunnel payload.
11. Security
The data generated by ZigBee Retail Services devices contains confidential information with respect to health care and mobile payment, money-sensitive information regarding pricing and offers, and other important information regarding the control of equipment used to store goods and track assets. While security requirements differ slightly with different types of data, all of it should be protected from unauthorized usage with respect to confidentiality, integrity, and authenticity.
Confidentiality: For Consumer Privacy, some of the information transferred in the network is relevant for consumer privacy. Thus, confidentiality of the whole data flow needs to be protected for a medium timeframe. Fraud Protection: Some information directly linked to transactions that have monetary value should be protected in terms of integrity and authenticity, and should be capable of standing up in court. Associates who may try to manipulate the system in order to manipulate their work schedule, may also commit fraud. Protection of Control Networks: The network sends control information to both devices and associates. This information should be authenticated.
12. Summary
ZigBee Retail Services benefits both the retailer and the customer with enhanced services through automation of many retailer operations and customer touch points. Retailers benefit from using new technology that helps increase productivity, encourage customer engagement, increase quality of service and revenues, reduce spillage and spoilage, save on energy costs and reduce the number of devices needed to perform daily operations. Additionally, ZigBee Retail devices increase security, enables real-time price advertising updates, increase customer interaction and automate store infrastructure for lighting, refrigeration and security systems. New customer-specific devices empower the customer to take control over their
Court Provability (where allowed): Some of the data collected by the system can be used to demonstrate
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shopping experience, create their shopping lists at home, load coupons, and use their list for guidance within the store. Customers also benefit from an enhanced customer experience by automating the scanning and checkout processes. ZigBee Retail Services is a standard designed to help retailers deliver the next generation shopping experience to customers while improving the operational efficiencies of the enterprise. The benefits of the new way of shopping is good for the customers, good for the retailers and good for the environment.
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