Haider Raad - Fundamentals of IoT and Wearable Technology Design-Wiley-IEEE Press (2021)

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Fundamentals of 

IoT and Wearable Technology Design


IEEE Press
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Piscataway, NJ 08854

IEEE Press Editorial Board


Ekram Hossain, Editor in Chief

Jón Atli Benediktsson David Alan Grier Elya B. Joffe


Xiaoou Li Peter Lian Andreas Molisch
Saeid Nahavandi Jeffrey Reed Diomidis Spinellis
Sarah Spurgeon Ahmet Murat Tekalp

Technical Reviewers
Khalid Abed, PhD, Professor, Department of Electrical & Computer Engineering
and Computer Science, Jackson State University, MS, USA
Tareef Al-Mahdawi, PhD, Sr. Principal Scientist II. BAE Systems Fast Labs, USA
John B. Anderson, PhD, Professor in Digital Communication Emeritus Electrical
and Information Technology, Lund University, Sweden
Ali Hammodi, PhD, Project Manager, Amphenol Inc, USA
Fundamentals of IoT and Wearable
Technology Design

Haider Raad

Department of Physics, Engineering Physics Program


Xavier University
Copyright © 2021 by The Institute of Electrical and Electronics Engineers, Inc. All rights
reserved.
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Library of Congress Cataloging-in-Publication Data:


Names: Raad, Haider Khaleel, author.
Title: Fundamentals of IoT and wearable technology design / Haider Raad.
Description: First edition. | Hoboken, New Jersey : John Wiley & Sons,
Inc., [2021] | Includes bibliographical references and index.
Identifiers: LCCN 2020042822 (print) | LCCN 2020042823 (ebook) | ISBN
9781119617532 (hardback) | ISBN 9781119617549 (adobe pdf) | ISBN
9781119617556 (epub)
Subjects: LCSH: Wearable technology. | Internet of things.
Classification: LCC TK7882.W435 R33 2021 (print) | LCC TK7882.W435
(ebook) | DDC 621.381–dc23
LC record available at https://lccn.loc.gov/2020042822
LC ebook record available at https://lccn.loc.gov/2020042823

Cover Design: Wiley


Cover Image: © yosart / Shutterstock

Set in 9.5/12.5pt STIXTwoText by SPi Global, Pondicherry, India

10  9  8  7  6  5  4  3  2  1
To my family with love
vii

Contents

About the Author  xv


Preface  xvii
Acknowledgment  xxi

1 Introduction and Historical Background  1


1.1 ­Introduction  1
1.1.1 IoT and Wearables Market Size  2
1.1.2 The World of IoT and Wearables  2
1.1.2.1 What Is an IoT Device?  3
1.1.2.2 Characteristics of IoT Systems  3
1.1.2.3 What Exactly Is a Wearable Device?  4
1.1.2.4 Characteristics of Wearable Devices  7
1.1.2.5 IoT vs. M2M  7
1.1.2.6 IoT vs. Wearables  8
1.1.3 IoT: Historical Background  10
1.1.4 Wearable Technology: Historical Background  12
1.1.4.1 The Wearables We Know Today  15
1.1.5 Challenges  19
1.1.5.1 Security  19
1.1.5.2 Privacy  20
1.1.5.3 Standards and Regulations  21
1.1.5.4 Energy and Power Issues  21
1.1.5.5 Connectivity  22
1.2 ­Conclusion  22
Problems  22
Interview Questions  23
Further Reading  24

2 Applications  27
2.1 ­Introduction  27
2.2 ­IoT and Wearable Technology Enabled Applications  27
viii Contents

2.2.1 Health care  27


2.2.2 Fitness and Well-being  29
2.2.3 Sports  30
2.2.4 Entertainment and Gaming  31
2.2.5 Pets  32
2.2.6 Military and Public Safety  33
2.2.7 Travel and Tourism  34
2.2.8 Aerospace  34
2.2.9 Education  35
2.2.10 Fashion  36
2.2.11 Business, Retail, and Logistics  36
2.2.12 Industry  37
2.2.12.1 The Industrial Internet of Things (IIoT)  37
2.2.13 Home Automation and Smart Living  38
2.2.14 Smart Grids  39
2.2.15 Environment and Agriculture  40
2.2.16 Novel and Unusual Applications  41
2.3 ­Smart Cities  42
2.4 ­Internet of Vehicles (IoV)  44
2.5 ­Conclusion  44
Problems  45
Interview Questions  46
Further Reading  46

3 Architectures  53
3.1 ­Introduction  53
3.2 ­IoT and Wearable Technology Architectures  54
3.2.1 Introduction  54
3.2.1.1 The Motivations Behind New Architectures  54
3.2.1.2 Edge Computing  56
3.2.1.3 Cloud, Fog, and Mist  57
3.2.2 IoT Architectures  59
3.2.2.1 The OSI Model  60
3.2.2.2 Why Does the OSI Model Matter?  60
3.2.2.3 Data Flow Across the OSI Model  62
3.2.2.4 Common IoT Architectures  62
3.2.2.5 Layer 1: Perception and Actuation (Sensors and Actuators)  67
3.2.2.6 Layer 2: Data Conditioning and Linking (Aggregation,
Digitization, and Forwarding)  67
3.2.2.7 Layer 3: Network Transport (Preprocessing, Preliminary
Analytics, and Routing)  68
3.2.2.8 Layer 4: Application (Analytics, Control, and Archiving)  69
Contents ix

3.2.3 Wearable Device Architecture  69


3.3 ­Conclusion  70
Problems  71
Technical Interview Questions  72
Further Reading  72

4 Hardware  77
4.1 ­Introduction  77
4.2 ­Hardware Components Inside IoT and Wearable Devices  77
4.2.1 Sensors  78
4.2.1.1 Sensor Properties  79
4.2.1.2 MEMS Sensors  80
4.2.1.3 Commonly Used Sensors in IoT and Wearable Devices  81
4.2.1.4 Wireless Sensors  83
4.2.1.5 Multisensor Modules  84
4.2.1.6 Signal Conditioning for Sensors  85
4.2.2 Actuators  85
4.2.3 Microcontrollers, Microprocessors, SoC, and Development
Boards  86
4.2.3.1 Selecting the Right Processing Unit for Your IoT or Wearable
Device  89
4.2.4 Wireless Connectivity Unit  90
4.2.5 Battery Technology  91
4.2.5.1 Power Management Circuits  94
4.2.6 Displays and Other User Interface Elements  95
4.2.7 Microphones and Speakers  95
4.3 ­Conclusion  95
Problems  96
Technical Interview Questions  97
Further Reading  97

5 Communication Protocols and Technologies  101


5.1 ­Introduction  101
5.2 ­Types of Networks  101
5.3 ­Network Topologies  103
5.3.1 Mesh  103
5.3.2 Star  104
5.3.3 Bus  104
5.3.4 Ring  104
5.3.5 Point to Point  104
5.4 ­Protocols  105
5.4.1 Application Layer Protocols  105
x Contents

5.4.1.1 Constrained Application Protocol (CoAP)  106


5.4.1.2 Message Queuing Telemetry Transport (MQTT)  106
5.4.1.3 Extensible Messaging and Presence Protocol (XMPP)  106
5.4.1.4 Data Distribution Service (DDS)  106
5.4.1.5 AMQP (Advanced Message Queuing Protocol)  107
5.4.2 Transport Layer Protocols  107
5.4.2.1 Transmission Control Protocol (TCP)  107
5.4.2.2 User Datagram Protocol (UDP)  107
5.4.3 Network Layer Protocols  107
5.4.3.1 IPv4 and IPv6  107
5.4.3.2 6LoWPAN  107
5.4.3.3 RPL  108
5.4.3.4 Thread  108
5.4.3.5 LoRaWAN  108
5.4.4 Protocols and Technologies in Physical and Data Link Layers  108
5.4.4.1 Short Range  109
5.4.4.2 Medium Range  110
5.4.4.3 Long Range  110
5.5 ­Conclusion  112
Problems  112
Technical Interview Questions  113
Further Reading  114

6 Product Development and Design Considerations  119


6.1 ­Introduction  119
6.2 ­Product Development Process  119
6.2.1 Ideation and Research  120
6.2.2 Requirements/Specifications  120
6.2.3 Engineering Analysis  120
6.2.3.1 Hardware Design  120
6.2.3.2 Software Development  121
6.2.3.3 Mechanical Design  121
6.2.3.4 PCB Design  122
6.2.4 Prototyping  122
6.2.5 Testing and Validation  123
6.2.5.1 Review and Design Verification  123
6.2.5.2 Unit Testing  123
6.2.5.3 Integration Testing  123
6.2.5.4 Certification and Documentation  124
6.2.5.5 Production Review  124
6.2.6 Production  124
Contents xi

6.3 I­ oT and Wearable Product Requirements  124


6.3.1 Form Factor  125
6.3.2 Power Requirements  126
6.3.2.1 Energy Budget  126
6.3.3 Wireless Connectivity Requirements  127
6.3.3.1 RF Design and Antenna Matching  127
6.3.3.2 Link Budget  128
6.3.4 Cost Requirements  131
6.4 ­Design Considerations  131
6.4.1 Operational Factors  131
6.4.2 Durability and Longevity  131
6.4.3 Reliability  132
6.4.4 Usability and User Interface  132
6.4.5 Aesthetics  132
6.4.6 Compatibility  132
6.4.7 Comfort and Ergonomic Factors  133
6.4.8 Safety Factors  133
6.4.9 Washing Factors (Wash-ability)  133
6.4.10 Maintenance Factors  134
6.4.11 Packaging and Material Factors  134
6.4.12 Security Factors  134
6.4.13 Technology Obsolescence  135
6.5 ­Conclusion  135
Problems  135
Interview Questions  136
­Further Reading  137

7 Cloud and Edge: Architectures, Topologies, and Platforms  139


7.1 ­Introduction  139
7.2 ­Cloud  140
7.2.1 Why Cloud?  140
7.2.2 Types of Cloud  140
7.2.2.1 Private Cloud  140
7.2.2.2 Public Cloud  141
7.2.2.3 Hybrid Cloud  141
7.2.2.4 Community Cloud  141
7.2.3 Cloud Services  141
7.2.3.1 Infrastructure as a Service (IaaS)  141
7.2.3.2 Software as a Service (SaaS)  142
7.2.3.3 Platform as a Service (PaaS)  142
7.2.3.4 Functions as a Service (FaaS)  142
xii Contents

7.2.4 OpenStack Architecture  142


7.2.4.1 Components of OpenStack  142
7.3 ­Edge and Fog  144
7.3.1 The OpenFog Reference Architecture  145
7.3.2 Fog Topologies  147
7.4 ­Platforms  148
7.4.1 Criteria for Choosing a Platform  150
7.5 ­Data Analytics and Machine Learning  151
7.6 ­Conclusion  151
Problems  152
Technical Interview Questions  152
References  153
Further Reading  154

8 Security  157
8.1 ­Introduction  157
8.2 ­Security Goals  158
8.3 ­Threats and Attacks  159
8.3.1 Threat Modeling  160
8.3.2 Common Attacks  161
8.4 ­Security Consideration  162
8.4.1 Blockchain  164
8.5 ­Conclusion  166
Problems  166
Technical Interview Questions  167
Further Reading  168

9 Concerns, Risks, and Regulations  171


9.1 ­Introduction  171
9.2 ­Privacy Concerns  171
9.3 ­Psychological and Social Concerns  173
9.3.1 Psychological Concerns  174
9.3.2 Social Concerns  176
9.4 ­Safety Concerns  177
9.5 ­Health Concerns  177
9.5.1 Electromagnetic Radiation and Specific Absorption Rate  177
9.5.2 Diseases and Effects  181
9.5.2.1 Cancer  181
9.5.2.2 Fertility  182
9.5.2.3 Vision and Sleep Disorders  182
9.5.2.4 Pain and Discomfort  182
Contents xiii

9.5.2.5 Other Risks  183


9.5.3 Recommendations  183
9.6 ­Regulations  184
Further Reading  186

10 Detailed Product Design and Development: From Idea


to Finished Product  189
Scott Tattersall, Mustafa Kamoona, and Haider Raad

10.1 I­ ntroduction  189


10.2 ­Product I (IoT): Vineyard Monitor  189
10.2.1 Product Requirements and Design Considerations  190
10.2.2 Communication Network/Technology Selection  190
10.2.3 Hardware Selection and Breadboarding  191
10.2.3.1 Breadboarding Example  192
10.2.4 Prototyping  196
10.2.4.1 Fritzing  196
10.2.5 Power Consumption  197
10.2.6 Software, Cloud, Platforms, API, etc.  198
10.2.6.1 Sigfox Callback  198
10.2.6.2 RESTful Web Services  199
10.2.7 Microcontroller Coding  201
10.2.7.1 Sigfox Messages  203
10.2.7.2 Bit Packing  205
10.2.7.3 IFTTT Integration  207
10.2.8 From Breadboard to PCB  207
10.2.8.1 Hand Soldering the Surface Mount Components (SMCs)  209
10.2.9 Testing and Iteration  212
10.2.10 PCB to Finished Product  216
10.3 ­Product II (Wearable): Fall Detection Device  220
10.3.1 Product Requirements and Design Considerations  220
10.3.2 Design Block Diagram  220
10.3.3 Flowchart  222
10.3.4 Unified Modeling Language (UML)  223
10.3.5 Hardware Selection  223
10.3.6 Hardware Implementation and Connectivity  225
10.3.6.1 Hardware Modules and Interfaces Overview  229
10.3.7 Software Implementation  229
10.3.7.1 Fall Detection Algorithm  234
10.3.8 Smartphone iOS App  238
10.3.9 Cloud Solution  243
xiv Contents

10.3.9.1 Cloud versus Edge Computing  244


10.3.10 Security  245
10.3.11 Power Consumption  245
10.3.12 Delivery  247
10.4 ­Conclusion  247
References  247
Further Reading  249

Index  251
Solution Manual  257
xv

About the Author

Haider currently serves as the director of the Engineering Physics program and
the Wearable Electronics Research Center (XWERC) at Xavier University in
Cincinnati, OH, USA. He was previously affiliated with California State University
and the University of Arkansas, Little Rock between 2008 and 2015.
Haider received the Ph.D. and M.S. degrees in Systems Engineering, specializ-
ing in RF Telecommunication and Wireless Systems from the University of
Arkansas at Little Rock (UALR), and the M.S. degree in Electrical and Computer
Engineering from New York Institute of Technology (NYIT).
Haider teaches several courses such as Electronic Circuits, Microprocessors
and Digital Systems, Communication Systems, Antenna Engineering, and Control
Theory. He has given over 50 lectures at universities around the world and is a
frequent speaker at international conferences. Professor Raad is also connected to
the industry through his engineering consulting firm.
Haider has published five books in the fields of Wearable Technology,
Telemedicine, and Wireless Systems. He has also published over a hundred peer-
reviewed journal and conference papers on research fields of his interest which
include: Flexible and Wearable Wireless Systems, Telemedicine and Wireless
Body Area Networks, IoT, Metamaterials, and Biomedical Electronics. He is also
the recipient of the 2019 Outstanding Teaching Award, the 19th International
Wearable Technology Conference Best Paper Award in 2017, the E-Telemed
Conference Best Paper Award in 2016, Sonoma State University’s Research
Fellowship Award in 2015, and AAMI/TEAMS Academic Excellence Award
in 2012.
Haider loves spending quality time with his family. In his free time, he enjoys
composing world, rock, and smooth jazz music. He also enjoys street photography
and artistic activities.
xvii

Preface

Everything will be connected. This is one of the rules that will govern the future.
And contrary to popular belief, the impact of Internet of Things and Wearable
Technology will be much greater than a smart light bulb or a fitness tracker.
Connecting everything will dramatically reshape our world in ways we can barely
imagine.
Locating a wandering Alzheimer’s patient by sensors embedded within lighting
poles in a smart city, or detecting if a driver is having a heart attack by analyzing
vital signs and facial expressions by a system integrated within a vehicle’s
­dashboard, are just a couple of scenarios these technologies will be capable of
doing. We will also witness the fantasy of fully automated smart cities and driver-
less vehicles work in coordination with one another fairly soon.
Today, IoT and Wearable Technology are recognized as two of the fastest-­
growing technologies and hottest research topics in academia and research and
development centers. Wearable devices, which are characterized by being light-
weight, energy-efficient, ergonomic, and potentially reconfigurable are expected to
substantially expand the applications of modern consumer electronics. Similarly,
there has been a massive interest in smart objects that can be connected to the
Internet  allowing remote access, processing, and control, which enable innovative
services and applications. Such objects are utilized in smart homes, healthcare, power
grids, transportation, and numerous other industrial applications.
Although IoT and wearable devices are electronic systems by definition, the
study of these interrelated technologies is multidisciplinary and borrows concepts
from electrical, mechanical, biomedical, computer, and industrial engineering, in
addition to computational sciences. Having worked in this field for almost 12 years
in both academic and industrial capacities, I feel the need to compile a compre-
hensive technical resource that academically tackles the various design aspects of
these technologies.
The aim of this book is to provide an extensive guide to the design and proto­
typing of IoT and Wearable Technology devices, in addition to introducing their
xviii Preface

detailed architecture and practical design considerations. The book also offers a
detailed and systematic design and prototyping processes of typical use cases,
­covering all practical features. It should be noted that this book attempts to address
the design and prototyping aspects of these technologies from an engineering/
technical perspective rather than from a maker/hobbyist perspective.
The intended audience of the book encompasses both undergraduate and grad-
uate students working on projects related to IoT and Wearable Technology. The
book also serves as an extensive resource for research and development scientists,
university professors, industry professionals, and practicing technologists.
It is worth noting that familiarity with fundamental computer programming,
mathematics, electricity laws and properties, digital and information theories,
and basic networking and computer architecture is required to understand the
topics covered in this book.
Chapter  1 of this book helps the reader understand what IoT and wearables
exactly are and examine their characteristics. The chapter also provides an over-
view of the history and beginnings of IoT and Wearable Technology and aims at
demystifying the differences between the two.
Chapter 2 covers the applications of IoT and wearables in various fields. It also
provides an insight on the roles these applications could play in practice and dis-
cusses the challenges and key success factors for their adoption.
Various architectures used in IoT and wearable devices along with important
architecture concepts will be discussed in Chapter 3. Further, simplified and ver-
satile architectures are proposed to help the reader articulate the key functions
and elements of IoT and wearable devices.
Chapter 4 highlights the capabilities, characteristics, and functionality of sen-
sors and actuators with an understanding of their limitations and their role in IoT
and wearable systems. Criteria for selecting microprocessors and communication
modules will be discussed next. Additionally, deciding on a suitable energy source
with a matching application-specific power management design is discussed.
Finally, the reader will gain an understanding on how to bring these foundational
elements together to realize a smart devices that makes most IoT and wearable
use cases possible.
Chapter 5 takes a look at the characteristics and basics of the communication
protocols that IoT and wearables employ for their data exchange, along with a
dive into some of the most common technologies being deployed today.
Chapter  6 discusses the development process and design considerations that
developers must follow to guarantee a successful launch of IoT and wearable
products.
Chapter 7 provides an overview of cloud topologies and platforms, and an archi-
tectural synopsis of OpenStack cloud. Next, Edge topologies and computing tech-
nologies will be presented. It will be shown that the maximum value from an IoT
Preface xix

or wearable technology project can only be gained from an optimal combination


of cloud and edge computing, and not by a cloud-only architecture.
Chapter 8 examines security goals that every designer should aim to achieve.
Next, an overview of the most important security challenges, threats, attacks, and
vulnerabilities faced by IoT and wearable devices is provided. Finally, a list of
security design consideration and best practices and ideas that have historically
worked are discussed.
Chapter 9 first addresses the privacy issues and concerns arising from IoT and
Wearable Technology, including those related to health data and data collected
from children. The chapter next turns to safety and health issues then discusses
the social and psychological impacts of these technologies. Finally, this chapter
examines regulatory actions in the United States performed by the federal
­government, including the Federal Trade Commission (FTC), National
Telecommunications & Information Administration (NTIA), as well as the ones
performed by the private sector practicing self-regulation within the industry. As
a means of comparison, this chapter next discusses the regulatory actions taken
by the European Union.
Finally, the aim of Chapter 10 is to apply the knowledge learned in previous
chapters to design two complete IoT and Wearable Technology products from
scratch. This chapter will take the reader from concept and engineering require-
ments through breadboarding, microcontroller coding, PCB design, PCB printing,
surface mount considerations all the way to a finished product.

Haider Raad, Ph.D.


Xavier University, USA
xxi

Acknowledgment

The author would like to thank Scott Tattersall and Mustafa Kamoona for their
efforts in co-authoring Chapter 10 of this book. He also would like to thank Colin
Terry for his help in developing the book’s solution manual, and all the book’s
reviewers for their constructive feedback.
1

Introduction and Historical Background

1.1 ­Introduction

We live in a connected world where billions of computers, tablets, smartphones,


buildings, wearable gadgets, medical devices, gaming consoles, and other smart
items are constantly acquiring, processing, and delivering information. In the
midst of this, the topics of Internet of Things (IoT) and wearable technology have
begun to enjoy tremendous popularity thanks to the rapid advancements in digi-
tal systems, communication and information technologies, and innovative manu-
facturing and packaging techniques.
IoT and wearable devices have managed to swiftly gain a notable position in the
consumer electronics market and are now making their way to become the new
go-to technologies to address the needs of many industries. For instance, the retail
industry has begun to use innovative inventory tracking and theft prevention
devices based on IoT. The smart tag system enables self-checkout and allows busi-
ness owners to track and manage their inventory in real time. The construction and
mining sectors are increasingly investing in the use of wearable devices for hazard
and health management by monitoring the environmental quality, detecing of
approaching hazards, and assessing the physiological parameters of workers. IoT-
based solutions are already being utilized in agriculture. Such systems are used to
evaluate field variables such as soil condition, atmospheric parameters, and bio-
logical signals from plants and animals. They are also used to analyze and control
variables such as temperature, PH levels, humidity, and vibrations, while being
transported. Moreover, wearables are emerging as a solution to make healthcare
accessible in remote areas (i.e. telemedicine). A plethora of wearable devices is
already being used by medical professionals to aggregate physiological, behavioral,
and biochemical data for diagnosing, treating, and managing chronic diseases.

Fundamentals of IoT and Wearable Technology Design, First Edition. Haider Raad.


© 2021 by The Institute of Electrical and Electronics Engineers, Inc.
Published 2021 by John Wiley & Sons, Inc.
2 1  Introduction and Historical Background

IoT and wearable technology are all about enabling connectivity among
humans and objects and unobtrusively delivering information and services to
the right person at the right time. Their potential benefits are virtually limit-
less, and their applications are radically changing the way we live and are
opening new opportunities for growth and innovation. This is just the tip of a
massive iceberg.
This chapter presents a general overview and characteristics of IoT and weara-
ble technology followed by a historical background; and finally, challenges that
face these technologies are discussed.

1.1.1  IoT and Wearables Market Size


With around 18 billion devices connected to the Internet as of 2018, Cisco Systems
predicts that this number will reach 50 billion by 2020. A recent report by the
United Kingdom government speculates that this number could be even higher,
in the range of 100 billion “things” connected.
A recent market analysis reports that the combined markets of IoT and weara-
bles will grow to about $520 billion in 2021, compared to $235 billion spent in
2017. Another report indicated that the global shipments of wearables reached
49.6 million units in 2019, 55.2% up from 2018, with smart watches and wrist-
bands continuing to dominate the wearables landscape, accounting for 63.2% of
all devices shipped in that year. It is anticipated that the global wearables market
share will exceed $51.50 billion by 2022.
What these numbers mean is that IoT and wearables will primarily shift the
way people and businesses interact with their surroundings. Management and
monitoring smart objects and systems using real-time connectivity will enable an
entirely new level of data-driven decision making. This in turn will yield to
­optimized processes and deliver new services that save time and money for both
people and enterprises.

1.1.2  The World of IoT and Wearables


The capability of IoT and wearable devices to communicate, process, and
exchange information is the basis of their operation dynamics. These devices
encompass a wide range of electronic components, sensors, actuators, comput-
ing technologies, in addition to communication and information protocols.
Such technologies and protocols include but are not limited to wireless sensor
networks, edge and cloud computing, big data analytics, embedded systems,
security architectures, web services, and semantic search engines. However,
this is also true for several other existing devices and technologies, so what
makes them different?
1.1 ­Introductio 3

1.1.2.1  What Is an IoT Device?


We have been connecting devices and “things” to the Internet and other networks
for decades. Technologies such as automated teller machine (ATM), wireless sen-
sor networks (WSN), machine to machine (M2M), and other connected devices
are not new at all. However, this does not mean by definition that all these systems
and devices are part of what we know today as the IoT. In other words, not all con-
nected devices are IoT devices; however, all IoT devices are connected devices.
Furthermore, in IoT we use the Internet Protocol (IP), IPv6,1 in particular. Hence,
we only pronounce the word Internet of Things when “things” are uniquely
addressable.
There are many IoT definitions, and there isn’t a universal one. It depends from
which angle it is being looked at: Technology angle, application angle, or the
industry angle.
However, from a general perspective IoT could be defined as the interconnec-
tion of devices with embedded sensing, actuating, and communication capabili-
ties. Data in IoT are collected, processed, coordinated, and communicated through
embedded electronics, firmware, and communication technologies, protocols,
and platforms.

1.1.2.2  Characteristics of IoT Systems


We can also define the IoT as a network of connected devices, which have embed-
ded and/or equipped with technologies that enable them to perceive, aggregate,
and communicate meaningful information about the environment in which they
are placed in, and/or themselves. The key characteristics of IoT from a broad-view
perspective are as follows:
Unique Identity: As mentioned above, IoT is a network of connected devices with
unique identifiers. It should be noted, however, that not all IoT devices are
directly connected to the Internet. It is not always possible or even desirable to
do so. In fact, a good number of IoT devices in a smart home or a factory setting
communicate via a non-IP link such as ZigBee or low-power wide-area network
(LoRaWAN), which enables these devices to communicate over distances with
gateways that interface to standard IP networks. It should also be noted that
when such devices use IP, it does not by default mean they are using the public
Internet. There could be home and enterprise networks that use IP with data
traffic that may never touch the public Internet. Also, even if there is a cluster

1  IPv6 (Internet Protocol version 6) is a network protocol launched in 2012 that enables data
communications over a packet-switched network. The explosive growth in connected devices has
driven a need for additional unique IP addresses. The previous standard IPv4 supported a
maximum of approximately 4.3 billion unique IP addresses, while IPv6 supports a theoretical
maximum of 3.4 × 1038 addresses.
4 1  Introduction and Historical Background

of non-IP devices communicating with an aggregation gateway, beyond that


gateway, the expectation is that the traffic will be IP-based. Hence, all the
“nodes” of the IoT are expected to create some sort of IP traffic, whether
directly, or through some gateway.
Sensing and Actuating: Sensors and actuators are two crucial elements in IoT
­systems. Sensors are used to perceive and gather information about some
dynamic activity (pressure, temperature, altitude, etc.). The collected informa-
tion is resulted from the interaction of the sensor with the environment.
A more general expression for a sensor is a transducer. A transducer is any device
that converts one form of energy into another. A microphone, for instance, is a
transducer that takes sound energy and converts it to electrical energy in a
­useful manner for other components in the system to correlate with.
An actuator is another type of transducer that is found in the majority of IoT
­systems. Actuators operate in the reverse manner as sensors. They typically
take a form of energy and convert it into a physical action. For example, a
speaker takes an electrical signal and converts it into a diaphragm vibration
which replicates an audio signal.
Connectivity, Communication, and Data Distribution: IoT devices are connected to
the Internet either directly or through another device (gateway) where network
connections are used for transporting data and interacting with users. Also,
these devices allow users to access information and/or control devices remotely
using a variety of communication protocols and technologies.
Automation: Regardless of the application, most IoT devices are about automa-
tion, such as in industrial automation, business process automation, or home
automation. Thus, such devices can generate, exchange, and produce data with
minimal or no human intervention.
Intelligence: Intelligence in IoT lies in the knowledge extraction from the gener-
ated data and the smart utilization of this knowledge to solve a challenge, auto-
mate a process, or improve a situation. There is no real IoT benefit without
artificial intelligence, machine learning, Big Data2 analytics, and cognitive
algorithms.
Figure 1.1 depicts the abovementioned IoT characteristics.

1.1.2.3  What Exactly Is a Wearable Device?


The term “wearable devices” generally refers to electronic and computing technolo-
gies that are incorporated into accessories or garments which can comfortably be

2  Big Data is a term that describes the diverse and large volumes of data that grow at an
increasing rate. It encompasses the volume of information, the speed at which it is created,
aggregated, and collected, and the variety of points being covered. Typically, Big Data comes
from multiple sources and takes multiple formats.
1.1 ­Introductio 5

Sensing &
Unique actuating
Connectivity
identity

IoT

Communication
Automation & data
distribution
Intelligence

Figure 1.1  Characteristics of the Internet of Things.

worn on the user’s body. These devices are capable of performing several of the
tasks and functions as smartphones, laptops, and tablets. However, in some cases,
wearable devices can perform tasks more conveniently and more efficiently than
portable and hand-held devices. They also tend to be more sophisticated in terms of
sensory feedback and actuating capabilities as compared to hand-held and portable
technologies. The ultimate purpose of wearable technology is to deliver reliable,
consistent, convenient, seamless, and hands-free digital services.
Typically, wearable devices provide feedback communications of some sort to
allow the user to view/access information in real time. A friendly user interface is
also an essential feature of such devices, so is an ergonomic design. Examples of
wearable devices include smart watches, bracelets, eyewear (i.e.: glasses, contact
lenses), headgears (i.e.: helmets), and smart clothing. Figure 1.2 depicts the most
important possible forms of wearable devices.
While typical wearable devices tend to refer to items which can be placed exter-
nal to the body surface or clothing, there are more invasive forms as in the case of
implantable electronics and sensors. In the author’s opinion, invasive implanta-
bles, i.e. ingestible sensors, under the skin microchips, and smart tattoos, which
are generally used for medical and tracking purposes, should not be categorized as
wearables since they have different mechanisms and operation requirements. The
reader should seek other resources which are dedicated to the design and proto-
typing of such devices.
Forms of
wearable
technology

Headwear Eyewear Earwear Bodywear Arm, Wrist, & Footwear


Hand-wear

Helmets & Clothing and Smart Watches, Wristbands,


Glasses Earrings Shoes and Insoles
Headsets Textile & Jewelry

Hats & Ear inserts Accessories & Gloves &


Contact lenses Socks
Headbands skin patches armbands

Figure 1.2  Forms of wearable technology.


1.1 ­Introductio 7

1.1.2.4  Characteristics of Wearable Devices


The uses of wearables are far reaching and have exciting potentials in the fields of
medicine, well-being, sports, aging, disabilities, education, transportation, enter-
prise, and entertainment. The main objective of wearable technology in each of
these fields is to smoothly incorporate functional and portable electronics into the
users’ daily routines. Prior to their existence in the consumer market, wearables
were primarily employed in the fields of military technology and health sector.
Generally speaking, wearables share many aspects of the sensing, connectivity,
automation, and intelligence characteristics with IoT devices. However, there are
a few major differences worth highlighting which will be discussed in the follow-
ing sections.
Form factor is a hardware design aspect in electronics packaging which spec-
ifies the physical dimensions, shape, weight, and other components specifica-
tions of the printed circuit board (PCB) or the device itself. Although wearable
devices have a small form factor in general, it is practically dependent on the
type and the way they are worn (rings and wristbands, as opposed to glasses
and clothing).
Smaller form factors may offer reduced usage of material, easy handling, and
simpler logistics; however, they typically give rise to higher design and manufac-
turing costs in addition to signal integrity issues and maintenance constraints.
Moreover, durability, comfort, aesthetics, and ergonomic factors are important
when it comes to designing a wearable device. Weight, shape, color, and texture
must be carefully considered. The general characteristics of wearable technology
are presented in Figure 1.3.

1.1.2.5  IoT vs. M2M


M2M describes the technology that enables the communication between two or
more machines. With M2M, one could connect machines, devices, and appliances
in a wired or wireless fashion via a variety of communications techniques to
deliver services with limited human intervention.
The difference between machine to machine (M2M) and IoT can be confusing
to many. In fact, the misconception that M2M and IoT are the same has been a
continuing subject of debate in the realm of tech industry.
Both M2M and IoT are connectivity solutions that provide remote access to
machine data. They both have the capability of exchanging information among
machines without human intervention. Thus, the two terms have been mistak-
enly interchanged often. However, M2M is a predecessor to IoT and had revolu-
tionized enterprise operations by enabling them to monitor and manage their
machines and hardware components remotely. M2M set the underlying basis of
machine connectivity on which IoT built upon. Nevertheless, IoT is the ultimate
manifestation when it comes to connectivity.
8 1  Introduction and Historical Background

Sensing
Low power Connectivity

Wearable
technology

Comfort &
Fashionability
ergonomics
Intelligence

Figure 1.3  Characteristics of wearable technology.

The main objective of M2M is to connect a machine/device to another machine


(typically in an industrial setting) via cellular or wired network so that its status
can be monitored and its data can be collected, remotely. IoT is more of a univer-
sal market technology that aims at serving consumers, industries, and enterprises.
Consumer IoT connects users to their devices and enables remote access. On the
other hand, enterprise and industrial IoT take it further by allowing tracking, con-
trol, and management.
IoT and M2M diverge immensely when it comes to the way they access devices
remotely. M2M relies on point-to-point communications enabled by dedicated
hardware components integrated within the machine. The communication
among these connected machines is made possible via wired or conventional
­cellular network and dedicated software. IoT, on the other hand, typically uses IP
networks and integrates web applications to interface device/machine data to a
middleware, and in the majority of cases, to cloud.
It is worth noting that IoT is intrinsically more scalable than M2M since cloud-
based architectures do not need additional hard-wired connections and subscriber
identification modules (SIM) which are required in M2M.

1.1.2.6  IoT vs. Wearables


Despite the commonalities, it is clear that there are substantial differences when
we speak about wearable technology in the context of fitness trackers as opposed
1.1 ­Introductio 9

to when IoT is used in the context of manufacturing processes or smart cities.


In fact, many experts in the field argue that wearables fall under the umbrella of
IoT. One key difference worth highlighting here is that most wearables rely on a
gateway device, such as a smartphone, for configuration and connectivity, and in
most cases to enable features and process data. It is this M2M aspect that makes
wearables a separate class of devices, and that’s why we prefer to treat these as two
technologies with two sets of characteristics.
It is also worth noting that not all wearable devices require connectivity, for
example, a simple pedometer and an ultraviolet monitor could operate offline.
Other wearables require minimal connectivity only.
Although IoT and wearable devices have a lot in common in terms of design
aspects, components, and technologies and protocols used, there are still some
real differences that architects and designers need to be aware of. Figure 1.4 shows
a table summarizing the main differences between M2M, IoT, and Wearable
Technology.

M2M IoT Wearable tech.

A concept where two or more An ecosystem of internet Electronic devices that can be
machines communicate and connected devices with the worn or incorporated with
perform functions without ability to collect and transfer clothing to collect, process and
human intervention information over a network to conveniently deliver data and
provide automated decision services to the user
Definition making

Mainly industrial: Industrial and consumer: Mainly consumer:


ATM Smart appliances Fitness tracking
Smart utility meters Samart thermostat Smart watches
Vending machines Smart home assistant VR and AR headsets

Typical applications

Mainly point to point Through IP network Not necessarily connected


Non IP based if connected, usually requires
could use cloud but not a gateway device
IP based
necessarily Typically non-IP based
Could use cloud if connected
Connectivity & Typically cloud based
communication

Mainly stationary Could be stationary, mobile, Typically mobile


and portable

Typically not scalable or less More scalable due to its cloud Could be scalable if based on
scalable than IoT based architecture cloud
Mobility &
Scalability

Figure 1.4  A summary of the main differences between M2M, IoT, and Wearable
Technology.
10 1  Introduction and Historical Background

1.1.3  IoT: Historical Background


The term “IoT” has not been around for so long. However, the idea of machines
communicating with one another has been brewing since the telegraph was devel-
oped in early 1800s.
The first wireless transmission over a radio took place in 1900, bringing about
endless innovations. This crucial ingredient of the future IoT was complemented
by the inception of computers in the 1950s.
An essential component of the IoT is the Internet itself which was initiated as
part of the Defense Advanced Research Projects Agency (DARPA) in 1962 and
then progressed into ARPANET in 1969. In the 1980s service providers started
promoting the commercial use of ARPANET, which matured into today’s
Internet.
The term IoT was not officially coined until 1999 when Kevin Ashton, the exec-
utive director of Auto-ID Labs at MIT, was the first to describe the Internet of
Things in a presentation for Procter & Gamble. During his speech, Ashton stated:

Today computers, and, therefore, the Internet, are almost wholly depend-
ent on human beings for information. Nearly all of the roughly 50 peta-
bytes of data available on the Internet were first captured and created by
human beings by typing, pressing a record button, taking a digital picture
or scanning a bar code. The problem is, people have limited time, attention,
and accuracy. All of which means they are not very good at capturing data
about things in the real world. If we had computers that knew everything
there was to know about things, using data they gathered without any help
from us, we would be able to track and count everything and greatly reduce
waste, loss and cost. We would know when things needed replacing, repair-
ing or recalling and whether they were fresh or past their best.

Kevin Ashton also pioneered the radio-frequency identification (RFID) use in


supply chain management and believed that it was essential for the deployment of
the IoT. He concluded if all devices were uniquely identified, computers could
then manage, track, and inventory them.
A foundational element in realizing the IoT concept was the creation of IPV6.
Steve Leibson of Intel Corporation once stated: “The address space expansion
means that we could assign an IPV6 address to every atom on the surface of the
earth, and still have enough addresses left to do another 100+ earths.” In other
words, we have enough IP addresses to uniquely identify all the objects in the
world, for hundreds of years to come.
One of the early examples of an Internet of Things is from 1982, when four
students from the School of Computer Science department installed switches in a
Coca Cola machine at the Carnegie Melon University. The students would
1.1 ­Introductio 11

connect by ARPANET to the appliance and remotely check the availability of the
drink, and if it was cold, before making the trip to the machine. This experiment
had inspired numerous inventors around the world to devise their own connected
appliances.
After the invention of the World Wide Web by the British scientist Tim Berners-
Lee in 1989 and the launching of commercial Global Positioning System, inven-
tors had been able to develop interconnected devices way more efficiently. One of
the first examples was an Internet-connected toaster introduced by John Romkey
in 1990, which is considered by many as the first “real” IoT device.
In 1991, two academicians who worked at the computer laboratory in the
University of Cambridge set up a camera to provide live picture of a coffee pot
(known as the Trojan Room coffee pot) to all desktop computers on the office net-
work to save people working in the building time and from getting disappointed of
finding the coffee pot empty after making the trip. This invention was a true inspi-
ration for the world’s first webcam. A few years later, the coffee pot was connected
to the Internet and gained international fame until it was retired in 2001.
In the year 2000, LG announces Internet Digital DIOS, the world’s first Internet-
enabled refrigerator. The refrigerator became a buzzword despite its commercial
failure.
In 2004, Walmart Inc. required its top suppliers to assign RFID tags to cases and
pallets in place of barcodes by 2005 to enhance their supply chain operations. The
suppliers were unhappy with the new requirements as Electronic Product Code
(EPC) tags were pricey and seemed unnecessary. Walmart, subsequently, offered
the suppliers to disclose point of sales information which led to a decreased mer-
chandise thefts and labor requirements. Currently, EPC is one of the international
standards, connecting billions of “things” worldwide.
The year 2005 witnessed the first Internet-connected robot, the Nabaztag rabbit.
The bunny-shaped robot is capable of gathering weather reports, news, and stock
market updates through Wi-Fi connectivity and reading them to the consumer.
Despite its retirement in 2015 due to technological impediments, Nabaztag proved
that IoT can be integrated into everyday lives.
The First International Conference on the Internet of Things took place in
Zurich, Switzerland, in 2008. The event was the first conference of its kind with
participants from 23 countries. The same year marked the first time where more
“things” are connected to the Internet than people. A year later, Google started the
first testing of self-driving cars while St. Jude Medical officially became an adop-
ter of IoT for healthcare.
The year 2010 marks the first time IoT was recognized on a governmental level
where China’s head of government Wen Jiabao decided to pay special attention to
IoT as one of the remedies to his country’s financial crisis and adopting it across
top strategic industries. The same year also marks the first implementation of
12 1  Introduction and Historical Background

machine learning techniques in IoT devices. Nest smart thermostat was the first
IoT product to adapt to the user’s habit and thus optimizing the air conditioning
schedule.
By the year 2013, IoT had evolved into a system that utilizes multiple technolo-
gies, ranging from embedded systems and wireless communication to electrome-
chanical sensors and control systems.
In 2014, Google Inc. acquires Nest after spotting the potential behind IoT and
smart home devices in particular. Moreover, Google’s self-driving car prototype
was ready for testing on public roads but would not perform the official test drive
until the following year.
On the 6th November of the same year, Amazon releases Echo, the first
­commercially successful voice-controlled ambient device and IoT hub. It is also
anticipated that Amazon’s device will be one of the most disruptive technologies
in the next generation of enterprise IoT solutions.
The Global Standards Initiative on IoT takes place in 2015. The event’s main
objective was to establish a unified approach to the development of IoT technical
standards and to support the adoption of the technology, globally.
In 2016, the automotive giant General Motors invests $500 million in Lyft aim-
ing at developing a network of self-driving cars. In the same year, Apple show-
cases HomeKit products at the Consumer Electronics show. HomeKit is a platform
that allows developers to utilize a comprehensive list of software tools for smart
home application. In the meantime Google releases Google Home, another smart
ambient device competing with Amazon’s Echo. This year also witnessed the
emergence of the first IoT malware.
In 2017, Microsoft launches Azure IoT edge that allows IoT devices to deploy
complex processing and analytics locally, while Amazon offers advanced security
features, Google releases Cloud IoT Core which allows an easier connectivity to
the cloud. Witnessing such initiatives from giant technology leaders, one can real-
ize that IoT is here to stay.

1.1.4  Wearable Technology: Historical Background


The beginning of this decade has surely witnessed the increasing number of wear-
able devices where one can spot numerous variations of smart watches, health
assistive gadgets, fitness trackers, and smart clothes on the shelves. The growing
number of these sleek devices since then along with their expanding applications
clearly indicates that wearables are thriving. But one may ask: When and how did
it all begin?
Here, we are not discussing the first ubiquitous wearable technology: the
eyeglasses, which dates back to the thirteenth century, nor the abacus ring
which dates back to the early days of China’s Qing dynasty in the seventeenth
1.1 ­Introductio 13

century. We are specifically addressing smart wearables that have digital


­computational power!
One may be surprised to learn that much of the history of wearables is found in
a “smart” shoe used to cheat at roulette tables in casinos! In 1961, Edward Thorp
and Claude Shannon3 built computing devices that could predict where the ball
would land on a roulette wheel which could improve the chances of winning a bet
by up to 44%. Obviously, Thorp and Shannon’s apparatus was not illegal at the
time of invention. One of devices was concealed in a shoe, while the other in a
pack of cigarettes. It is worth mentioning that Edward Thorp credits himself as
the inventor of the first wearable computing device. Other variations of such
apparatus were designed and built in the 1960s and 1970s targeting the casino
business, perhaps the most widely known is “George,” a shoe-based wearable
device designed by Keith Taft who used his toes to operate it. The smart shoe was
used to gain an advantage at Blackjack tables.
Previously, in 1938, Aurex Corp., a Chicago-based electronics firm, developed
the first electronic hearing aid device, marking one of the first innovations in the
biomedical wearables industry. In 1958, the world’s first pacemaker was invented
by Earl Bakken. One might argue that these are not “smart technologies” since
they are not based on a digital computing system; however, they gave rise to their
smart counterparts we know today.
On the other hand, the first “smart watch” was first launched in 1975 holding
the brand name “Pulsar.” The smart watch was primarily a wearable calculator
that also tells time in a digital format. The Pulsar became a widely adopted gadget
by electronics enthusiasts and math geeks all over the world! Despite their drastic
popularity decline, these watches are still being produced by many manufacturers
to this day (Figure 1.5).
Some might argue that the iconic Walkman music player was the first ever
wearable technology that truly went mainstream. The Japanese brand SONY
launched the Walkman in 1979 and was followed by a triumphant commer-
cial success as it significantly transformed the music listening routines for
millions of consumers around the world. SONY’s Walkman production line
was discontinued indefinitely in 2010 with over 220 million machines sold
worldwide.

3  Claude Shannon is also known as the father of information theory with his legendary paper
“A Mathematical Theory of Communication” published in 1948. He is also well known for
founding the digital circuit design and cryptanalysis theories in 1930s when he was in his early
twenties as a master’s student at the Massachusetts Institute of Technology (MIT).
Edward Oakley “Ed” Thorp was an American mathematics professor at the University of
California, Irvine between 1965 and 1977, author of the books (Beat the Dealer and Beat the
Market), and blackjack player. He is best known as the “father of the wearable computer.”
14 1  Introduction and Historical Background

Figure 1.5  The pulsar calculator LED watch released in 1975. Source: Photo courtesy of
Piotr Samulik.

In 1981, Steve Mann, a high school student, incorporated an Apple II (6502)


computer into a steel-framed backpack to control a photography apparatus
attached to a helmet. It is also worth mentioning that Steve Mann is also known
for creating the first wearable wireless webcam in 1994 and as the first lifelogger.4
He has also pioneered many innovations in the fields of wearable technology and
digital photography (Figure 1.6).
In the realm of health care, the first practical and fully digital hearing aid device
was invented by Engebretson, Morley, and Popelka. Their patent, “Hearing aids,
signal supplying apparatus, systems for compensating hearing deficiencies, and
methods” filed in 1984 served as the basis of all subsequent digital hearing aid
devices, including those produced today.
The mid-1990s marked the brainstorming period for wearable technology where
conferences and expos on wearables and smart textiles began to see a rise in popu-
larity. The DARPA held its forward-thinking workshop in 1996 entitled “Wearables
in 2005.” One of DARPA’s galvanizing predictions included computerized gloves
that could read RFID tags. However, wearables were overshadowed by the smart-
phone revolution between the late 1990s and mid-2000s, smartphones were sim-
ply the consumer’s gadget of choice, due to obvious reasons.

4  A lifelogger is a person who uses/wears a recording apparatus or a computer in order to


capture a substantial portion of his/her life.
1.1 ­Introductio 15

Figure 1.6  Steve Mann wearing one of his wireless wearable webcam. Source: Glogger,
https://commons.wikimedia.org/wiki/File:SteveMann_with_Generation-4_Glass_1999.jpg.
Licensed Under CC BY-SA 3.0.

In 2003, the Garmin Forerunner, a watch that tracks the user’s performance,
emerged which was immediately followed by popular fitness trackers we all know
today such as the Nike+, Jawbone, and Fitbit.
Toward the end of 2000s, several Chinese companies started producing Global
System for Mobile (GSM) phones integrated within wristbands and equipped with
mini displays. On the other hand, the first smart watch, Pebble, came to the scene
in 2012, followed by the much-hyped Apple Watch in 2014.
Future wearables may enable new functions and services that one could barely
imagine, but it is clear to see how early wearables evolved into the fascinating
devices we enjoy today.

1.1.4.1  The Wearables We Know Today


One of the most publicized wearables today is the Apple Watch. The watch incor-
porates activity and health tracking capabilities with other Apple applications.
The primary goal of the Apple Watch was to improve the way users interact with
their iPhones and introduce extra convenience (Figure 1.7). The birth of the
Watch began when Kevin Lynch was recruited by Apple to create a wearable tech-
nology for the wrist. He said: “People are carrying their phones with them and
looking at the screen so much. People want that level of engagement. But how do
we provide it in a way that’s a little more human, a little more in the moment
when you’re with somebody?”.
Resonating with today’s technological advancement, modern consumers take
an active role in utilizing wearables to track and record data of their active life-
styles. Nowadays, wearable fitness and health trackers are capable of monitoring
16 1  Introduction and Historical Background

Figure 1.7  The Apple watch. Source: Photo courtesy of Apple Inc.

the user’s biometric data including heart rate, blood pressure, temperature,
­calories, and sleep patterns.
Another hot wearable, Fitbit, is capable of measuring personal fitness metrics
such as the number of steps walked or climbed, heart rate, sleep patterns, and
even stress levels (Figure 1.8).
On the other hand, many argue that the most innovative wearable device of the
decade is the Google Glass, which is fundamentally a pair of glasses equipped
with a built-in microprocessor and a bundle of peripherals such as a mini display
embodies by a 640 × 360 pixels prism projector that beams out a viewing screen
into the user’s right eye, a gesture control pad, a camera, and a microphone. The
Glass runs a specially designed operating system (Glass OS) and has 2 GB of RAM
and 16 GB of flash storage, in addition to a gyroscope, an accelerometer, and a
light sensor. Through such peripherals, the user could connect to his/her smart-
phone, access mobile Internet browser, camera, maps, and other apps by voice
commands. It accesses the phone through Wi-Fi and Bluetooth which are enabled
by the wireless service of the user’s mobile phone.
1.1 ­Introductio 17

Figure 1.8  Fitbit Surge smart watch fitness tracker. Source: Photo courtesy of Fitbit©.

Google released the consumer version of Glass in 2013 amid much fanfare, but it
failed to gain commercial success. The Glass also faced serious criticism due to con-
cerns that its use could violate current privacy laws. In 2017, Google launched the
Glass Enterprise Edition after deciding that the Glass was better suited to workers
who need hands-free access to information, such as in health care, manufacturing,
and logistics. In 2019, Google has announced a new version of its Enterprise Edition
which has an improved processor, camera, charging unit, and various other updates.
One can imagine a considerable number of applications this technology is capa-
ble of creating. In fact, the Glass is already being utilized in a number of areas once
considered “futuristic.” For example, Augmedix, a San Francisco based company,
developed a Glass app that allows physicians to livestream the patient visit. The
company claims that electronic health record problems will be eliminated, and
their system would possibly save doctors up to 15 hours a week.
In 2013, Rafael Grossmann was the first surgeon to demonstrate the use of Google
Glass during a live surgical procedure. In the same year, the Glass was used by an
Ohio State University surgeon to consult with another colleague, remotely.
Obviously, such technology could have a positive impact on the lives of people
with disabilities. For example, one application is designed to enable parents to
swiftly access sign language dictionary through voice commands in order to
­communicate effectively with their deaf children.
18 1  Introduction and Historical Background

Figure 1.9  Explorer edition of Google Glass©. Source: Photo courtesy of Google Inc.

Using a smart glass technology in the tourism and leisure industry, the experi-
ence of tourists could be substantially improved. Attractions and museum tours
can be immensely enhanced by displaying text or providing audible information
when recognizable buildings, sculptures, and artwork are detected. Users will also
be able to capture photographs and videos more conveniently, i.e. via voice com-
mand or a wink of an eye. Another helpful application dedicated to break the
language barriers when traveling provides instantaneous translation. Any text vis-
ible to the Glass field of view can be translated via voice commands (Figure 1.9).
Boeing is using the Glass to help their assembly crew in the connecting aircraft
wire harnesses, which is a very lengthy process that requires a high volume of
paperwork. The crew now could have a hands-free access to the needed informa-
tion using voice commands.
Stanford University is conducting a breakthrough research dedicated to help
autism patients read the emotions of others using the Glass by utilizing facial
recognition software to determine the emotions expressed on the people’s faces
projected within the display.
In 2014, Novartis and Google X (now X)5 started the testing of a smart contact lens
in the field of telehealth.6 The lens is equipped with a miniaturized glucose sensor
that continuously tracks blood sugar levels through the diabetic patient’s tears and
communicates the data to a smartphone through a wireless module. In 2018, Verily

5  X is an American semi-secret R&D center founded by Google in 2010 with the name Google
X. The company’s first project was Google’s self-driving car. It is located about 0.5 mile from
Google’s headquarters in Mountain View, California.
6  Telehealth, also known as Telemedicine, is providing healthcare services from a distance through
the use of telecommunication and information technologies. It came as a solution to improve
access to healthcare services that would not be readily available, especially in remote regions.
1.1 ­Introductio 19

Soft contact lens


encapsulates electronics

Sensor
detects glucose in tears

Chip and antenna


receives power and sends info

Figure 1.10  Infographic photo of the Google Smart Lens©. Source: Photo courtesy of
Google Inc.

(a former division of Google X) announced that the lens project has been dismissed
due to the lack of correlation between blood glucose and tears (Figure  1.10).
However, competitors started to take advantage of Google’s lens failures to work on
developing their own smart eye wearables. For example, EPGLMed is working with
Apple, to develop a smart lens that corrects vision on-demand by changing the
­curvature of the lenses through a smartphone app.
In summary, the applications of wearable technology are extremely powerful
and they are evolving rapidly. It is crystal clear that this technology is here to stay.

1.1.5  Challenges
While the IoT and wearable technology continue to transform our lives in the
twenty-first century, significant challenges that could stand in the way of realizing
its full potential are coming to light. Below are the major challenges that require
full attention:

1.1.5.1  Security
Security is one of the cornerstones of the Internet and is the most significant chal-
lenge for IoT and wearable devices. The hacking of fitness trackers, security cam-
eras, baby monitors, and other abuses has drawn the attention and serious
concerns of major tech firms and government agencies across the world.
While security considerations are not new in the realm of information technol-
ogy, the characteristics of many IoT and wearable technology deployments intro-
duce new and unprecedented security challenges. Addressing these challenges
and ensuring secure IoT and wearable products and services must be a top
20 1  Introduction and Historical Background

priority. As these technologies are becoming more pervasive and integrated into
our daily lives, users need to be assured that these devices and associated data are
secure from vulnerabilities such as cyber-attacks and data exposure.
The more consequential shift in security will come from the fact that IoT and
wearable technology will become more integrated into our daily activities.
Concerns will no longer be limited to protecting our sensitive data and assets.
Our own lives and health can become the target of malicious attacks.
This challenge is further amplified by other considerations such as the mass-scale
production of identical devices, the ability of some devices to be automatically
paired with other devices, and the potential deployment of these devices in unsecure
environments.

1.1.5.2  Privacy
While many of the emerging IoT and wearable technologies are giving rise to a
spectrum of new applications and innovative uses, as well as promising and
attractive benefits, they also pose privacy concerns that are largely unexplored.
In fact, a new research area concerning the security and privacy of these tech-
nologies has recently emerged. Additionally, the need for the majority of wear-
able devices and a good number of IoT systems to interact and share data with
an access point (i.e. a smart watch to smartphone, medical monitoring device
to a home server, smart bulb to an ambient home assistant) along with other
sensors and peripherals would certainly create a new class of privacy and secu-
rity hazards.
Some IoT and wearable devices deploy various sensors to collect a wide
spectrum of biological, environmental, behavioral, and social information
from and for their users. Clearly, the more these devices are incorporated into
our daily lives, the greater the amount of sensitive information will be trans-
ported, stored, and processed by these devices, which also elevate privacy
concerns.
Moreover, integrated voice recognition or monitoring features are continuously
listening to conversations or video record activities and selectively transmit
such potentially sensitive data to a cloud service for processing, which
sometimes involves a third party. Handling and interacting with such infor-
mation unveil legal and regulatory challenges facing data protection and
privacy laws.
One specific privacy concern associated with the emerging smart glasses is that
they allow users to simultaneously record and share images and videos of people
and their activities in their range of vision, in real time. This problem will soon be
intensified when such devices are integrated with facial recognition programs
which will allow users to see the person’s name in the field of view, personal infor-
mation, and even visit their social media accounts.
1.1 ­Introductio 21

1.1.5.3  Standards and Regulations


The lack of standards and best practices documentations poses a major limitation
to the potential of IoT and wearable devices. Without standards to guide manufac-
turers and developers, these products that often operate in a disruptive manner
would lead to interoperability issues and might have negative impacts if poorly
designed and configured. Such devices can have adverse consequences on the net-
work resources they connect to and the broader Internet. Unfortunately, most of
this comes down to cost constraints and the pressuring need to release a product
to the market quicker than competitors. Moreover, there is a wide range of regula-
tory and legal questions surrounding the IoT and wearable technology, which
require thoughtful consideration.
Legal issues with IoT and wearable devices may include conflicts between gov-
ernmental surveillance and civil rights; policies of data retention and destruction;
legal liability/penalty for unintended uses; and security breaches or privacy
abuses. Furthermore, technology is advancing much faster than the associated
policy and regulatory environments which might render policies and regulations
to be inappropriate.
Big data presents another serious challenge. The analysis, extraction, manipula-
tion, storage, and processing of substantial amounts of data may pose other legal
problems as in profiling, behavior analysis, and monitoring. Big data may require
new protection policies, international coordination, and infrastructure manage-
ment, among others.
Furthermore, the cloud and even the Internet itself are not tied to one specific
geographic location. Moreover, the sheer amount of IoT and wearable devices
originate from a number of different sources, including international partners
and vendors, which makes it impossible for a localized regulatory authority to
enforce quality control or standardized tests.
As yet, these challenges have been minimally acted upon by policy makers.
However, they reflect a pressing necessity to seek government solutions to both
pronounce the strengths of these technologies and deploy policies to minimize
their risks.

1.1.5.4  Energy and Power Issues


The increase in data rates and the number of Internet-enabled services and the
exponential growth of IoT and wearable devices are leading to a substantial
increase in network energy consumption.
Moreover, the push toward smaller size and lower power is creating more signal
and power integrity problems in IoT and wearable devices. Common issues
include mutual coupling, distortion, excessive losses, impedance mismatch, and
generator noise. Failure to deal with these issues can have detrimental effects on
these devices.
22 1  Introduction and Historical Background

1.1.5.5  Connectivity
According to recent research reports, around 22 billion IoT and wearable devices
will be connected to the Internet by 2020. Thus, it is just a matter of time before
users begin to experience substantial bottlenecks in IoT connectivity, proficiency,
and overall performance.
Currently, a big percentage of connected devices rely on centralized and server/
client platforms to authenticate, authorize, and connect additional nodes in a given
network. This model is sufficient for now, but as additional billions of devices join
the network, such platforms will turn into a bottleneck. Such systems will require
improved cloud servers that can handle such large amounts of information traffic.
This is already being addressed by the academic and industrial community which is
pushing toward decentralized networks. With such networks, some of the tasks are
moved to the edge, such as using fog computing, which takes charge of time-sensi-
tive operations (this will be discussed in detail in chapter 7), whereas cloud servers
take on data assembly and analytical responsibilities.

1.2 ­Conclusion

IoT and wearable devices are enabled by the latest developments in smart sensors,
embedded systems, and communication technologies and protocols. The fundamen-
tal premise is to have sensors and actuators work autonomously without human
involvement to deliver a new class of applications. The recent technological revolu-
tion gave rise to the first phase of the IoT and wearable devices, and in the next few
years, these devices are expected to bridge diverse technologies to enable novel appli-
cations by connecting physical objects together in favor of intelligent decision making.
Benefits are substantial, but so are the challenges. This will require businesses, gov-
ernments, standards bodies, and academia to work together toward a common goal.
In short, IoT and wearable technology are representative icons of the most
recent industrial revolution. Given that we advance and evolve by transforming
data into information, knowledge, then into wisdom, these technologies have the
potential to change the world as we know it today, in new and exciting ways.

Problems
1 What are the main differences between IoT and wearable technology?

2 What is it meant by “things” in Internet of Things?

3 What are the main differences between IoT and M2M?


Interview Questions 23

4 Can you think of other potential challenges found in IoT and wearable tech-
nology other than the ones mentioned in this chapter?

5 Give examples of wearable devices/applications that do not require Internet


connectivity.

6 List five real-world examples of smart clothing.

7 List five real-world examples of the headwear form in wearable technology.

8 List four components common between IoT and wearable devices (an appli-
cation of your choice).

9 Are wearable devices a form of M2M? Why?

10 If you are asked to add more somewhat essential characteristics to IoT, what
would they be? Why?

Interview Questions

1 In simple words, explain the term IoT.

2 Who are the key players in the field of IoT?

3 Who are the key players in the field of wearable technology?

4 What is M2M? Where does IoT intersect with M2M?

5 How is wearable technology expected to have an impact on our daily life?

6 How is 5G technology going to affect the deployment of IoT?

7 What will happen in terms of jobs losses and required skills as IoT makes
devices more intelligent?

8 How would wearable technology affect businesses?

9 What is the difference between the “Things” in “Internet of Things” and sensors?

10 What is the connection of IoT to Big Data?


24 1  Introduction and Historical Background

­Further Reading

Aazam, M. and Huh, E.-N. (2014). Fog computing and smart gateway based
communication for cloud of things. Proceedings of the 2nd IEEE International
Conference on Future Internet of Things and Cloud (FiCloud ’14), Barcelona, Spain
(August 2014), pp. 464–470.
Atzori, L., Iera, A., and Morabito, G. (2011). SIoT: giving a social structure to the
Internet of Things. IEEE Communications Letters 15 (11): 1193–1195.
Bertolucci, J. (2010). Reliability report card: grading tech’s biggest brands. PC World
27 (2): 82–92. Chan, J. November 4.
Erfinder, A., Engebretson, A.M., Morley, R.E. Jr., and Popelka, G.R. (1984). Hearing
aids, signal supplying apparatus, systems for compensating hearing deficiencies,
and methods. US Patent 4548082.
Guo, B., Zhang, D., Wang, Z. et al. (2013). Opportunistic IoT: exploring the
harmonious interaction between human and the internet of things. Journal of
Network and Computer Applications 36 (6): 1531–1539.
Hayes, A. (2017). A brief history of wearable computing. Bradley Rhodes - MIT
Media Lab, MIT Wearable Computing Project. https://www.media.mit.edu/
wearables/lizzy/timeline.html (accessed January 2017).
Holland, J. (2016). Wearable Technology and Mobile Innovations for Next-Generation
Education. Hershey, PA: IGI Global, ISBN-13:9781522500698.
Khaleel, H.R. (2014). Innovation in Wearable and Flexible Antennas. Southampton,
UK: WIT Press.
Liang, G., Cao, J., and Zhu, W. (2013). CircleSense: a pervasive computing system for
recognizing social activities. Proceedings of the 11th IEEE International Conference
on Pervasive Computing and Communications (PerCom ’13) (March 2013). San
Diego, CA: IEEE, pp. 201–206.
Mashal, I., Alsaryrah, O., Chung, T.-Y. et al. (2015). Choices for interaction with
things on Internet and underlying issues. Ad Hoc Networks 28: 68–90.
MISTRAL (2011). The sensor cloud the homeland security. http://www.
mistralsolutions.com/hs-downloads/tech-briefs/nov11-article3.html (accessed
March 2020).
NIEPMD (2014). National Institute for Empowerment of Persons with Multiple
Disabilities (Manual), ISBN: 978-81-928032-1-0.
Peña-López, I. (2005). Itu Internet Report 2005: the Internet of Things, Report no. 7.
Popat, K.A. and Sharma, P. (2013). Wearable computer applications a future
perspective. International Journal of Engineering and Innovative Technology (IJEIT)
3 (1): 213–217.
Raad, H. (2017). The Wearable Technology Handbook. Ohio: United Scholars
Publications.
­Further Readin 25

Raj, P., Raman, A.C., Nagaraj, D., and Duggirala, S. (2015). High-Performance Big
Data Analytics: The Solution Approaches and Systems. London, UK: Springer-
Verlag http://www.springer.com/in/book/9783319207438 (accessed July 2019).
Said, O. and Masud, M. (2013). Towards internet of things: survey and future vision.
International Journal of Computer Networks 5 (1): 1–17.
Schnell-Davis, D.W. (2012). High tech casino advantage play: legislative approaches
to the threat of predictive devices. University of Nevada, Las Vegas Gaming Law
Journal 3: 299–346, Fall.
Sheng, Z., Yang, S., Yu, Y. et al. (2013). A survey on the IETF protocol suite for the
internet of things: standards, challenges, and opportunities. IEEE Wireless
Communications 20 (6): 91–98.
Thorp, E.O. (1969). Optimal gambling systems for favorable games. Review of the
International Statistical Institute 37: 273–293.
Thorp, E.O. (1979). Systems for Roulette I. Gambling Times (January/February 1979).
Thorp, E.O. (1984). The Mathematics of Gambling. Secaucus, NJ: Lyle Stuart.
Vermesan, O., Friess, P., Guillemin, P. et al. (2011). Internet of things strategic
research roadmap. In: Internet of Things: Global Technological and Societal Trends,
vol. 1 (eds. O. Vermesan and P. Friess), 9–52. Aalborg, Denmark: River Publishers.
27

Applications

2.1 ­Introduction

As emerging technologies, IoT and wearables have given rise to a number of inno-
vative applications and enabled the integration of smarter functionalities to out-
dated technologies. Not too long ago, such technology integrations were considered
science fiction. This chapter covers the applications of IoT and wearables in vari-
ous fields. It also provides an insight on the roles these applications could play in
practice and discusses the challenges and key success factors for their adoption.

2.2  ­IoT and Wearable Technology Enabled Applications

2.2.1  Health care


IoT is indisputably transforming the healthcare sector by redefining the capacity
of devices and people interactivity in delivering healthcare solutions. IoT has sub-
stantial applications in this sector that benefit patients, guardians, physicians,
hospitals, and insurance firms.
In 2018, data from clinical trials of 357 head and neck cancer patients were
presented at the American Society of Clinical Oncology (ASCO) annual meeting.
The trials utilized a Bluetooth-based weight scale and blood pressure cuff, along
with a smartphone app for symptom tracking which sends updates on symptoms
and responses to treatment to their physicians every weekday. The patients who
used this monitoring system experienced less illness and treatment side effects
severity compared to the control group who maintained routine weekly physician
visits with no additional monitoring at home. ASCO’s president, Bruce E. Johnson,
said that this technology “helped simplify care for both patients and their care

Fundamentals of IoT and Wearable Technology Design, First Edition. Haider Raad.


© 2021 by The Institute of Electrical and Electronics Engineers, Inc.
Published 2021 by John Wiley & Sons, Inc.
28 2 Applications

providers by enabling emerging side effects to be identified and addressed quickly


and efficiently to ease the burden of treatment.”
Thanks to their partnership with General Electric (GE) Healthcare and IoT-
based software, known as AutoBed, Mt. Sinai Medical Center in New York City
was able to effectively reduce the wait time by 50% for their emergency room
patients. The system tracks occupancy among 1200 units and factors in 15 differ-
ent metrics to assess the needs of individual patients.
Apart from monitoring patients’ health, there are many other innovative uses
where IoT devices are proven very useful in hospitals. IoT devices are used for
tracking real-time locations of medical equipment such as wheelchairs, defibrilla-
tors, oxygen pumps, and other monitoring systems, in addition to asset manage-
ment like pharmacy inventory control. Medical staff deployment at different
locations can also be monitored and coordinated in real time. IoT-driven hygiene
monitoring equipment is also used to help in preventing infections in patients.
In the health insurance sector, IoT can play a vital role in the underwriting and
claims operations. Data gathered by health monitoring devices will enable the
insurance companies to detect fraud claims and could bring transparency between
the companies and customers in the processes of underwriting, pricing, claim
handling, and risk management.
The first wearable hearing aid device was developed in 1938, which is consid-
ered as one of the early milestones in modern biomedical engineering.
Nowadays, healthcare firms are realizing the potentials of wearable technology
and IoT in treating some of the most common chronic diseases, such as, diabetes,
congestive heart failure, hypertension, chronic obstructive pulmonary ­disease
(COPD), and pain management. For example, a California-based ­medical tech
company has developed a biosensor that monitors the patient’s heart and respira-
tory rates and temperature, in addition to body posture. The device is also
equipped with a fall detection capability and could be used in a home or a hospital
setting. A wearable device developed by another healthcare firm is capable of
continuously monitoring the glucose level in diabetic users. On the other hand,
the FDA-approved Medtronic hybrid closed-loop system is capable of monitoring
and adjusting glucose levels by automatically dispensing basal insulin, mimick-
ing an actual function of a pancreas.
Another device, developed by iRhythm technologies Inc., is capable of detecting
abnormal heart activity. The device is based on water-proof electrocardiogram
patches which continuously collect heart data for two weeks. The collected data
are then forwarded to the company’s clinical app for processing and diagnosis.
In the pain management area, Quell is an FDA-approved wearable device aimed
at reducing pain. The device utilizes an accelerometer which computes and
assesses the user’s activity level, and fires its pain reduction stimulation with a
relevant intensities.
2.2  ­IoT and Wearable Technology Enabled Application 29

Another device available in the market is a pulse oximeter1 which is developed


for patients with asthma and COPD. The device can be used in either a hospital or
home setting which allows remote and extended monitoring of the patient’s oxy-
gen level and heart rate.
There is also a wearable device that enables fetal monitoring for users with high
body mass index (BMI). Another pregnancy device is designed to assist women in
determining when they are ovulating and most fertile time for conception. The
wearable device is inserted into the vagina where the biosensor monitors the basal
body temperature.
Telemedicine is broadly defined as providing medical and healthcare services
through telecommunication technologies. The first use of telemedicine dates
back to the telephone invention in 1876, with medical consultations conveyed
over the phone. Clearly, the recent breakthroughs in wearable technology and IoT
have delivered medical care to virtually all corners of the world. With telemedi-
cine, patients can access medical services that may not be available locally. Thus,
transportation and geographic barriers are minimized. Moreover, it is widely
acknowledged that cultural and social barriers may also prevent patients from
seeking necessary mental health services in many cultures. Recent research find-
ings have confirmed that telemedicine is very effective in diminishing such barri-
ers. This area of telemedicine is known as tele-psychiatry.
Remote health care is now also available for pets. For example, the PetPace col-
lar, an activity and wellness tracker designed for dogs and cats, can be linked to a
network service where the pet’s health parameters such as heart and respiration
rates, temperature, and activity levels can be accessed by veterinary clinics.

2.2.2  Fitness and Well-being


The demand for fitness trackers that come packed with different types of sensing
and wireless capabilities is growing at a rapid rate. Fitbit, Apple, Samsung,
Jawbone, and Garmin are just a few brand names in today’s market. These track-
ers measure fitness and well-being-related metrics such as the number of steps
walked or climbed, heart rate, and sleep and stress patterns. Most trackers now
also have the capability to determine the user’s location.
A new trend started by many firms and organizations is the use of wearable
devices to track the health and activity parameters of their employees as part of a
well-being program. The aggregated data are then forwarded to their health insur-
ance providers which, as an incentive, offer a reduced policy premium in return.
According to one technology research and advisory firm, around 10 000 companies
across the world offered the use of fitness trackers to their employees in 2014.

1  An oximeter is a noninvasive device for monitoring a user’s oxygen saturation levels.


30 2 Applications

It is worth noting that several studies agree that placing fitness trackers on the
user’s hip or foot rather than the wrist would result in more accurate readings.
Even the most accurate fitness trackers in the market could overestimate step
count in some scenarios and misinterpret exaggerated gestures as steps. This fact
has motivated some wearable tech companies to design smart socks, bras, and
undergarments. For example, one smart health tracking socks is capable of track-
ing the user’s personal health metrics and offering higher accuracy in measuring
steps, velocity, altitude, and burnt calories through their unique foot-landing and
weight distribution techniques. The device consists of a cuff-shaped fitness tracker
which magnetically connects to the product’s running-friendly fabric. The product
can also communicate with a smart phone app, keep logs of the user’s activities,
and guide them via audio cues during an activity.
Another wearable product in the area of well-being is a wristwatch that utilizes
ultraviolet sensors to track the levels of sunlight exposure received by the body.
The data are then visualized via LED lights that start to flicker when the user’s
ultra violet exposure is within the dangerous level. Such device would be very
practical in countries with high skin cancer rates (i.e., Australia, New Zealand,
Argentina, Denmark, and parts of USA) due to excessive exposure to ultravio-
let energy.
One of the main reasons IoT technology has had such an impact on the fitness
industry is the visibility it offers. Regardless of the user’s exercise goals, their pri-
mary objective is to improve in some area and be able to quantify such improve-
ments. Through continuous data collection, analysis, and visualization, IoT
provides the users with unprecedented visibility to track personal growth. For
example, IoT-driven smart home bikes and elliptical workout machines that fea-
ture streaming workouts, cycling classes, and other digitally connected features
are on the rise. Such equipment offers flexibility for people with no time to go to a
gym and the sense of participating in real classes. Such demand has also triggered
software enterprises, such as Kaa, to develop IoT platforms that deliver produc-
tion-ready capabilities into smart sport and fitness products. Such platforms allow
manufacturers to automatically aggregate and analyze data from virtually any
sensors, fitness trackers, and smart sports equipment, and then visualize it on
equipment displays and/or mobile devices.

2.2.3  Sports
Today, IoT and wearable technology play a vital role in sports through athlete
development and safety, and fan engagement and experience. Organizations are
investing billions of dollars on smart stadiums where IoT is used to improve digi-
tal engagement and in-arena experience. Fans can have an immersive experience
with their favorite teams and athletes like never before.
2.2  ­IoT and Wearable Technology Enabled Application 31

In the area of player development, IoT is transforming the way coaches coordinate
training, manage players, and address essential situations in every game.
Integrating advanced game analytics with sensors, coaches can easily access vast
amounts of processed data to obtain players’ efficiency and performance metrics,
in addition to opponent shortcomings to develop a more educated in-game strat-
egy. Moreover, embedded sensors and microchips offer sport physicians and ther-
apists real-time health tracking which provides a holistic view of the athlete’s
state, allowing them to make a more informed decision for the athlete’s longevity
and health status.
For example, Adidas is working with professional soccer teams in parts of the
United States to monitor the heart rate and other metrics of players using its
miCoach wearable technology. The aggregated data are analyzed by coaches to
track the athletes’ performance and have the best decision on scheduling breaks
to minimize the risk of injury. Other sensing devices are worn underneath the
athletes’ garments and used to monitor other key parameters including velocity,
orientation, acceleration, blood pressure, and heart rate, which then sent to the
coach’s console.
Another sports wearable device is designed for alpine sports with onboard pro-
cessing power, sensory, and networking capabilities comparable to that of a smart-
phone. The wearable gear is intended for skiers and snowboarders to stay
connected. It is capable of displaying the user’s speed and altitude, route maps,
and social network profiles and locations of other skiers in the resort. It simply
gives the user the power of a smartphone integrated into their field of vision,
hands-free.
There are other wearable products available for hobbyists which are capable of
tracking heart rate, muscle tension, and breathing patterns, and alert the users via
text or push notification. Other products include smart sport apparatus such as a
baseball that can detect and display the speed, spin rate, and pitching trajectory
when thrown.

2.2.4  Entertainment and Gaming


Technologies like virtual reality (VR), augmented reality (AR), and haptics2 are
redefining the way we experience and make movies, music, and video games. For
example, Oculus Rift, a virtual reality gadget, is being used to create immersive
movies that are unparalleled to what we have experienced before.

2  Haptics, also known as kinesthetic communication, is aimed at reconstructing the sense of


touch by applying forces, vibrations, or motions to the user through motors and other actuators
for the purpose of interacting with computer applications.
32 2 Applications

Wearable devices with haptic feedback and gesture control are now used to
make innovative forms of music. For instance, Imogen Heap, an English singer
and composer, introduced smart gloves which utilize gestures and motions to cre-
ate digital music.
Some theme parks around the world started to employ wearable technology to
enhance the entertainment experience of tourists. For example, Disney intro-
duced a smart wristband to help tourists navigate their theme parks. The tourist
information is linked to a database by the smart band which also serves as an
admission ticket, hotel key, and credit card. Tourists are able to schedule their
visits to each theme park and preorder food without the need to wait in the
extremely long lines.
Market research reports that the global market for the wearable interfaces of
virtual reality is estimated to reach 1 billion US dollar by 2020. It is also expected
that the use of wearables such as wristbands, earbuds, and eyewear will increase
exponentially in gaming platforms as control devices for the virtual reality and
biometric gaming market due to their potential to accurately track the gamer’s
movements. According to one company that develops biometric technology for
wearables, an exciting potential application in immersive gaming may include
action games that require gamers to hold their breath while the character is under
water. Another application would be for the user’s heart rate to directly affect their
accuracy in a shooting-based game.

2.2.5  Pets
In 2017, American Humane organization reported that around 10 million cats and
dogs are either stolen or lost in the United States every year. It is also estimated
that about 60% of cats and 56% of dogs in the United States are either obese or
overweight. Such statistics have driven innovators to find IoT and wearable solu-
tions dedicated to pets.
According to a recent market report, the global revenue of pet wearables market
was $1.4 billion in 2018, and is expected to reach 2.36 billion US dollar by 2022.
The growth in pet ownership and expenditure is expected to push product demand
over the forecast period. Moreover, the increased awareness toward pet health is
driving substantial investment for research and development of even more
advanced wearable products for pets. One example of a pet wearable is an on-
collar tracker that is able of collecting data of the pet’s physical activity through a
smartphone app and keeping records of its behavior. Such behavioral data allow
pet owners to determine whether the pet is potentially ill or has some condition;
it also allows owners to track the location of their pets.
While most IoT products emphasize on the health and security for pets, there
are other areas in which IoT can be helpful for pet owners, such as pet toys and
2.2  ­IoT and Wearable Technology Enabled Application 33

feeders. Feeders can help automate the precise portion that a pet should have
while also dispensing food when the owner is away. Some apps even have the
capability to remotely unlock and lock home doors to allow access for dog walkers
and pet sitters.

2.2.6  Military and Public Safety


Internet of Battlefield Things (IoBT) or Internet of Military Things (IoMT) uses
sensing, communication, and computing devices embedded within the soldiers’
combat suits, helmets, weapons, and other equipment to provide them with addi-
tional sensory perception, situational understanding, and a better response time.
Wearable technology has become a fundamental component of the connected
soldier system that offers a tactical edge, tracking, and improved safety. The
research and development arena is dedicating greater efforts in this field to
advance lightweight electronics and miniaturized antennas, and to produce more
effective radio communication systems with an eye toward improving soldier
mobility and system scalability. Such systems involve a variety of physiological
sensors that monitor heart rate, breathing patterns, body temperature, and blast
effects. The data would be available for real-time wireless transmission to head-
quarters or for immediate analysis.
In addition to worn devices, the US Army Research Laboratory (ARL), aca-
demia, and industry are collaborating to investigate how other stationary and
mobile devices’ connectivity and infrastructure can be utilized to improve
military operations. ARL has been testing various protocols and technologies
to bring devices and sensors together in a cohesive network. In addition to
soldiers, ships, planes, tanks, drones, and weapons are all entities of such
network.
On the other hand, many law enforcement departments are already using wear-
able headsets which include a camera, an ear phone, and a microphone, used
when on duty. For instance, London Metropolitan Police had deployed wearable
systems aiming at regaining the public trust after the department’s involvement in
controversial cases following the killing incidents that led to the London riots in
2011. In spite of the escalated privacy concerns, the plan seems to have exhibited
success in documenting offense evidences which resulted in a sped up justice
process. The author predicts that virtually every police officer in the United States
will be equipped with a wearable system which could include a camera and
recording unit by 2025. They will most likely be equipped with a wrist or eyewear
for accessing information, hands-free.
Recent studies report that wearable technology can be crucial in field commu-
nications and would enhance situational awareness in civil defense and public
safety applications. This would promote multitasking and ultimately results in an
34 2 Applications

improved decision making process. One example is represented by a wearable


device developed by Vienna University of Technology which was designed to
aggregate data captured by firefighters. The device is capable of mapping the fire-
fighters’ surroundings on a given site by a color-coded representation. The tem-
perature mapping is then used to identify the location of people through smoke
and help in deciding whether specific rooms are safe to gain access to. This is
accomplished by wearable cameras and sensors integrated within the firefight-
er’s helmet.

2.2.7  Travel and Tourism


The travel and tourism industry has not been shy about investing in IoT and wear-
able technology. The sector spent about $128.9 million on these technologies in
2015. IoT is now being used to streamline the end operations and maximize opera-
tional efficiency of hotels, airlines, and travel agencies by interconnecting smart
devices, systems, and processes. For example, hotels and airlines can track supply
chains more effectively through sensor-enabled cargos, which enables them to
account for any contingencies and prevent service disruptions to travelers.
Many studies report that wearable and mobile technologies are starting to play
a vital role in many aspects of the travel and tourism field. For examples, several
deployments of Google Glass in the airline business have been recently reported.
Also, in 2014, Virgin Atlantic staff at Heathrow Airport has used the Google Glass
to provide an enhanced customer service. The Glass enabled the airlines’ employ-
ees to offer weather information and language translations to their customers.
The hospitality industry is another sector adopting wearable technology. For
instance, Starwood Hotels developed a technology that enables their preferred
guests to use virtual room keys instead of physical ones. It also offers directions to
the hotel and allows access to their reservations and star point balances.

2.2.8  Aerospace
Until recent times, astronauts relied on printed instruction manuals in case of
emergency or system error. Such issues force the crew to call the ground station
for guidance. However, telecommunication becomes impractical the farther a
spacecraft is away from earth. For example, it could take up to 25 minutes for a
message to travel from Mars to Earth. To overcome such problems, the U.S. National
Aeronautics and Space Administration is developing smart glasses for astronauts
that can guide them through a repair process or conducting an experiment in
outer space, hands-free.
IoT is revolutionizing the aerospace industry, both on the ground and in the air.
Real-time analytics via IoT are already pushing improvements in quality and
2.2  ­IoT and Wearable Technology Enabled Application 35

manufacturing efficiency in this sector. For example, IoT-enabled power meters


can provide information on energy usage in aircraft production, which could lead
to significant cost reductions and a more sustainable operation. According to
Airbus, advanced analytics algorithms analyze the energy usage and suggest
energy-saving measures which could result in 20% cost saving.
IoT can also offer a more in-depth insight into how an entire assembly line is
operating. In one aircraft factory, data from machines and conveyors are fed into
a live visual hub to enable supervisors to track operations in real time, as well as
implement highly accurate simulations to obtain the most optimized ways of
improving operations.

2.2.9  Education
Many educators are starting to realize that the emerging digital technologies could
offer an opportunity to enhance the learning experience instead of being a distrac-
tion. In fact, many studies are confirming the advantageous potential of using IoT
and wearable technology as pedagogical tools.
For more than three decades, Microsoft’s PowerPoint has served educators in
almost every discipline as an indispensable illustrative tool. However, postmillen-
nial generations will most likely enjoy a more immersive classroom and learning
experience that go beyond a simple slideshow. In response to this, hundreds of
classrooms across the world have already started to deploy wearable and IoT plat-
forms to transform the learning experience of students. For example, Google
Expeditions, an educational initiative introduced by Google, uses folded card-
board with a pair of specially designed lenses to turn a smartphone into a virtual
reality headset. This gadget lets students have an immersive visual learning expe-
rience. The gadget serves as a great tool for active and hands-on learning where a
user can virtually explore places such as the Great Wall of China, the Grand
Canyon in the United States, or Rome in Italy.
“The creativity we have seen from teachers, and the engagement from students,
has been incredible.”, as reported by Google’s product manager for Expeditions.
This is one example where technology in education, if used properly, can enhance
the student’s creativity and learning experience without distractions.
IoT could also help schools improve the safety of their campuses, keep track
of essential resources, and improve access to information. Connected devices
can be used to monitor students, staff, and equipment at a reduced operat-
ing cost.
Last but not least, using IoT-enabled devices is an effective way to provide edu-
cational assistance to disabled students. Hearing-impaired students may utilize a
system of smart gloves and a tablet or a smartphone to translate from sign lan-
guage to verbal speech, and vice versa.
36 2 Applications

2.2.10  Fashion
Today, when we discuss the topic of wearable technology, the first thing that
comes to mind is the plain-looking smartwatches and fitness trackers which, from
the fashion critics’ perspective, are still lacking in “style.” As wearable technology
is marching toward becoming mainstream, developers realize that collaborating
with fashion designers is crucial to create trendy products people would actually
want to buy.
One of the first wearable industry–fashion collaborations was between Martian
and Guess to produce the Guess Connect Smart Watch. Tory Burch has also
designed various accessory that go with Fitbit fitness tracker. Swarovski is also
collaborating with Misfit trackers on the Misfit Shine fitness wristband which can
be controlled by a large Swarovski crystal. More interestingly, there is a solar pow-
ered version, which utilizes light refracted by the crystal to power the tracker.
Tag Heuer’s first smartwatch released in 2015 was one of the most significant
collaborations between a watchmaker and a high tech company. The Tag Heuer
Connected was a collaborative work of Intel and Google, running Android Wear
embodied by custom Tag Heuer skins.
The fashion guru Ralph Lauren has also entered the scene with the Polo Tech
Shirt. The smart shirt has sensors woven into the shirt fabric which are capable of
tracking metrics such as heart rate, pressure, temperature, and breathing patterns.
Needless to say, such smart shirts come with a hefty price tag.

2.2.11  Business, Retail, and Logistics


According to a recent survey conducted by Forbes which involved 700 executives,
60% of enterprises are using IoT to expand or transform new lines of business,
with 63% of these enterprises already supplying their customers with new or
updated services utilizing IoT-enabled capabilities. Such capabilities provide busi-
nesses with preventive maintenance, automated product updates, in addition to
inventory tracking. Sensors located in production systems, assembly lines, ware-
houses, and vehicles generate data that help management understand how opera-
tions are moving along and to gain greater insights into the productivity and
performance of their systems and processes, which ultimately offer opportunities
for innovation and growth.
On the other hand, giant firms and medium-sized businesses are taking initia-
tives in harnessing the benefits of wearable technology in the workplace. The prom-
ise of data captured from monitoring staff movements to improve productivity and
efficiency might be very tempting to management, but it comes with a pressing
issue: privacy concerns, which will be discussed in Chapter 9 of this book.
Retailers have worked with RFID for decades. However, the opportunities
to improve operations and offer personalized and immersive experiences for
2.2  ­IoT and Wearable Technology Enabled Application 37

customers would not be possible without IoT. For example, the jewelry maker
Swarovski is using virtual reality to create new forms of customer experiences,
such as watching the process of product creation, or making a purchase at the
store, all while wearing a virtual reality headset.
Smart mirrors, for example, are being used by high-end retailer Neiman Marcus
in New York City. Smart mirrors allow customers to search for other sizes or colors
when trying a product, suggest matching items, or even show how a product
might fit without physically trying them. By providing immersive experience, sup-
plemental information, and a fluid customer experience, Neiman’s smart mirror
was able to expand sales.
It is obvious that with several IoT applications in areas such as dynamic pricing,
smart shelves, and inventory management it is possible to accomplish multiple
potential outcomes. IoT is also capable of facilitating the ongoing optimization of
business processes and even shaping the employee engagement and performance.
In some industries, IoT is already being used in supply chains to autonomously
execute transactions when certain conditions are met.

2.2.12  Industry
In industrial settings, the potential market for wearable technology solutions is
expected to exceed that of the general smart living consumer market. Firms in the
field of services have already witnessed the impact of wearable technology, with
technicians and engineers wearing camera-based headsets while on field jobs. For
example, Vuzix produces a variety of glasses and headsets that offer innovative
solutions for warehouse management systems. Fujitsu, on the other hand, is
focusing on a smart glove product designed for industrial maintenance and on-
site operations. The glove is integrated with a Near Field Communication (NFC)
tag reader and features a gesture-driven input controller.

2.2.12.1  The Industrial Internet of Things (IIoT)


The application of the IoT in the industrial sector commonly referred to as IIoT is
becoming extremely pervasive and is revolutionizing the manufacturing and
industrial processes by enabling more efficient acquisition and accessibility of
data, at greater speeds. Whether by enabling analytics to detect erosion inside a
refinery pipe, offering real-time production data to pinpoint untapped potential
capacity in a plant, predicting maintenance, improving safety, or accelerating new
product development by feeding back operative data into the product design cycle,
IIoT is driving powerful outcomes.
IIoT aims at bringing together machines, advanced analytics, workers, and
managers. In essence, it is a network of industrial units connected by communica-
tions technologies that result in systems that are capable of monitoring, gathering,
38 2 Applications

analyzing, and delivering invaluable insights that can help drive smarter and
faster business decisions.
IIoT tool-based advanced analytics solutions help industries increase asset reli-
ability and availability while minimizing maintenance costs and preventing oper-
ational risks. For example, one tool is designed to increase field service efficiency
and improve customer experience. The tool enables dispatchers to schedule and
dispatch servicing jobs, while guiding technicians to accomplish an optimized
service delivery by providing expert instructions, equipment data, and customer
information. Another tool developed by General Electric (GE) is aimed at helping
operators take the right actions to take every time utilizing model-based high per-
formance Human–Machine Interface (HMI) for faster response and development.
Such IIoT solutions are helping industrial organizations drive substantial gains
in productivity, availability, and longevity.

2.2.13  Home Automation and Smart Living


Home automation may encompass centralized control of lighting, air condition-
ing systems, appliances, security units, and other devices to provide improved
convenience, comfort, and energy efficiency. The concept of home automation
has been around for decades, and products have been available to the consumer
for a long time.
Arguably, the first generation of smart homes had almost nothing to do with
intelligence and was more about remote control, often through a smartphone or a
computer, with only a slight automation. Today, however, a good number of mod-
ern living spaces have blinds that can adjust its angle to maintain a certain
­brightness or a thermostat that can adapt to a temperature setting learned from
observing a user’s habits and determine consumption patterns using complex
algorithms. These insights then help the users personalize their experience at a
microlevel. This indeed is a “smart” home. For example, some smart thermostats
available in the market use sensor data and special algorithms to automatically
adjust schedules, and monitor the user’s location in real time to turn the air
­conditioner on and off accordingly. Moreover, smart fridges are capable of preor-
dering milk and egg, and check the expiration dates on the products to help the
user optimize their shopping list.
The market of IoT tools and services for smart home is very broad and diverse.
Some manufacturers focus on specific areas of the household environment, for
example, lighting, and temperature regulation. Others develop complete hubs for
a smart home that are able to connect and communicate with other smart devices,
such as Amazon Echo or Google Home virtual assistants.
IoT-driven smart home systems enable transparency to the user’s household
which results in optimized utility spending. Using insights generated from smart
2.2  ­IoT and Wearable Technology Enabled Application 39

Security

Lighting Locks

Thermostat Appliances

Irrigation
Power

Connectivity

Figure 2.1  Areas of the smart home concept.

home devices on electricity, water, and gas consumption, users can easily identify
the energy-wasting points and habits and adjust usage accordingly (Figure 2.1).

2.2.14  Smart Grids


Smart Grid technology is arguably one of the greatest implementations of IoT in
the field of energy, which could tremendously help with energy resources
conservation.
According to the U.S. Department of Energy (DoE), current power outages and
interruptions cost Americans at least $150 billion each year. As the world’s popu-
lation continues to grow, the classical grids will not be able to keep up with the
rising demands. Smart Grids are designed to lower costs through IoT-driven mon-
itoring and source rerouting once a power failure is detected.
The Smart Grid is part of an IoT framework, which can be used to monitor and
manage everything from lighting, traffic signals, parking spaces, and early
40 2 Applications

detection of power influxes resulting from seismic activities or extreme weather.


This is enabled by a network of transmission lines, smart meters, sensors, substa-
tions, and data analytics.
Smart Grid technologies contribute to efficient energy management solu-
tions and are integral to establishing a smart city. The two-way communication
between connected devices and systems that can sense and dynamically
respond to user demands is what makes smart grids superior to the existing
framework. Smart energy analytics can gather data on power loads, water flow,
pressure, temperature, and other parameters to help users keep track of their
consumption habits.

2.2.15  Environment and Agriculture


The agriculture sector has witnessed a number of technological transforma-
tions over the last few decades, becoming more industrialized and technology-
driven. By using various smart machinery and instrumentation, farmers have
attained better livestock and crop management, which led to improved
productivity.
The term “Smart agriculture” is often used to denote the application of IoT solu-
tions in agriculture. Although it is not as popular as consumer connected devices,
the adoption of IoT solutions in agriculture is constantly growing. According to a
recent market study, the global smart agriculture market size is expected to reach
$15.3 billion by 2025, compared to around $5 billion in 2016.
Crop management is one area IoT is used in agriculture. Sensor-enabled sta-
tions are placed in the field to collect data specific to crop from temperature,
humidity, and precipitation to plant water potential and overall crop health. Thus,
crop growth and any anomalies can be monitored to effectively prevent any dis-
eases or infestations.
Cattle monitoring and management are another application where sensors are
attached to the farm animals to monitor their health and performance. For exam-
ple, one product available in the farming market today uses smart collar tags that
are capable of delivering temperature, health, activity, and nutrition insights on
each individual cow as well as cumulative information about the herd.
A more advanced application of IoT-based agriculture can be represented by
the farm productivity management system which includes a number of sensors
and communication units installed on the field premises, in addition to a user
interface with analytical capabilities. Such systems allow the user to remotely
monitor the farm and streamline its business operations. Other IoT-driven agri-
culture use cases include vehicle tracking, greenhouse automation, and storage
management.
2.2  ­IoT and Wearable Technology Enabled Application 41

It is also anticipated that IoT will have a positive impact on the environment.
Gadgets that give us insights and help people conserve energy, water, and
resources, or sensors that measure radiation, air and water quality, or detect
hazardous chemicals, already exist in the market, but there are also more
­innovative ways IoT is used, such as in preservation of biodiversity, prevention of
deforestation, and poaching. For example, deforestation accounts for 15% of global
emissions from carbon. Some organizations have initiated IoT projects aiming at
preventing further deforestation by stopping illegal activities through smart
­sensors attached to trees that allow them to remotely monitor and detect illegal
logging and poaching.

2.2.16  Novel and Unusual Applications


The reader might not think that wearables have found an intuitive use in baby
diapers, but Huggies, a leading diaper manufacturer has developed a moisture
sensor tag that can be attached to the outside of a baby’s diaper. The tag links to
the parent’s smartphone and sends a notification when the diaper needs to be
changed. While the device is mainly aimed at helping parents, there is also a mar-
keting catch to it.
A smart fabric startup is utilizing galvanic skin response, with sensors placed
on the user’s hands to analyze signals that determine their mood. The compa-
ny’s smart shirt, the Mood Sweater, has a collar of LED lights which changes
color to reflect the wearer’s mood. Another company has developed a printed
electro-biochemical sensor which gives the user information about blood and
biomarkers such as pH and sodium levels by applying a temporary tattoo on to
the user’s skin.
Pollution poses significant health risks, and it is a major issue in many urban
cities. The Climate Dress developed by Diffus might be the first wearable tech-
nology aimed at raising awareness and alerting users to avoid places with high
levels of pollution via sensors that measure the Carbon Dioxide concentration
in the air.
The Hug Shirt designed by CuteCircuit allows people to send hugs to loved ones
over distance. The shirt is equipped with sensors and actuators that garner and
emulate the strength, duration, and location of the hug. Moreover, the skin
warmth and the heart rate of the sender can also be reproduced.
Statistics report that one in eight women will develop breast cancer during their
lifetime. Regular self-examination and regular physician visits are of paramount
importance since early detection can be a lifesaver. However, a large percentage of
women either forget about the self-examination or are unaware of the conse-
quences. This fact triggered Nestle` to create the Tweeting Bra which is activated
42 2 Applications

by a concealed mechanism under the bra’s hook. Every time the bra is taken off, it
notifies the user’s smartphone, which in turn generates a tweet. The tweet, for
example, will read: “Kelly has just unhooked her bra. When you do the same,
don’t forget about your self-exam.”
The Aurora Dreamband is the first smart wearable gadget designed to enhance
the awareness and perception of rapid eye movement (REM) dreaming. Aurora
analyzes the user’s brainwaves and body movements using an accelerometer,
EEG, ECG, EMG, and EOG sensors.
There are also the connected egg tray that notifies the user when they’re about
to be out of eggs, and smart water bottles that could pair with an app over
Bluetooth, then constantly remind the user to stay properly hydrated!

2.3  ­Smart Cities

Cities and metropolitan areas are vital to global economic development. The con-
centration of people and businesses in cities promotes ideal conditions that give
rise to new industries and technological innovation. In the United States, urban
metropolitan areas are home to 85.7% of the country’s population, 87.7% of total
employment, 87.9% of total income, and 98.9% of the increase in Gross Domestic
Product (GDP), which is a monetary measure of the market value of goods and
services. However, cities are under a rising pressure due to the exponential growth
in urban population which is leading to drained infrastructure and resources. For
instance, most densely populated cities suffer from traffic congestion, which in
turn gives rise to air pollution and health issues. Other challenges facing urban
areas include public safety and the difficulties experienced by an aging society.
Cities need to make determined efforts to deal with such issues in order to main-
tain economic success and remain attractive to citizens. To achieve this, many cit-
ies are investing in smart city projects to improve efficiency, handle complexity,
and enhance the citizens’ quality of life.
The term “smart city” was conceived toward the end of the past century. It is
based on the implementation of information and communication technologies in
applications dedicated for future cities and their development. Smart cities pro-
mote progressive social and technological innovations and link existing infra-
structures with an eye toward optimizing the quality of life. They incorporate
novel energy, traffic, and transportation concepts with minimal adverse effects on
the environment. They also focus on new forms of governance and public involve-
ment, and finding remedies to the current global challenges, such as climate
change and shortage of resources.
2.3  ­Smart Citie 43

Functional areas of smart cities include but are not limited to:
●● Traffic and transportation which include smart ticketing, smart parking, and
autonomous transport systems.
●● Energy and resources which include smart grid, environmental sensors, and
irrigation management.
●● Urban infrastructure which includes smart street lighting, smart buildings, and
waste management systems.
●● Smart Governance which includes consolidated services platforms and report-
ing systems.
●● Safety and security which include integrated video surveillance and predictive
analytics.
●● Health care which includes telemedicine and remote patient monitoring.
Figure 2.2 depicts the major areas where a smart city can incorporate.

Education

Energy Health care

Environment Transportation

Smart
city Homes
Governance and
Buildings

Living Infrastructure

Resources
and Facilities
services

Figure 2.2  Functional areas of smart cities.


44 2 Applications

2.4  ­Internet of Vehicles (IoV)

Internet of Vehicles (IoV) is envisioned to serve as a key sensing and processing


platform for data in smart transportation systems. A vehicle will be equipped with
a sensor network, acquiring information from the roads, other vehicles, and the
driver and employ it for safe navigation and traffic management. IoV comprises
vehicles that communicate with each other (vehicle-to-vehicle (V2V)), vehicle-to-
road (V2R), vehicle-to-human (V2H), and vehicle-to-sensor (V2S) interconnec-
tivities, forming an intelligent network of objects and users.
In addition to autonomous (self-driving) cars, IoV has various functional appli-
cations which include the following:
Driving Safety: This is often portrayed by a collision avoidance system that
employs various sensor technologies to detect impending collisions and imme-
diately alerts the driver.
Traffic Control: Aims at bringing improvement to traffic congestion manage-
ment, transport and logistics, and metropolitan traffic.
Crash Response: Connected vehicles can autonomously send real-time data
about a crash along with vehicle location to first respondents.
Convenience: Being able to remotely access a vehicle makes services such as
remote door unlock and vehicle location in case of theft possible.
In-Vehicle Infotainment (IVI): In the automotive industry, this term refers to
vehicle systems that deliver information and entertainment to drivers and pas-
sengers. IVI systems use audio and video interfaces, touchscreens, keypads,
and other devices to provide services such as toll collection, personal commu-
nications, traffic guidance system, navigation, smart vehicle control, and crash
prevention.
The concept of IoV is no longer a matter of information technology application
in the automotive industry; it has become a global interest. With time, IoV will
become an integral part of our life, and will allow us to enjoy a safer and a more
convenient traffic service. Figure 2.3 depicts the major areas that could be ena-
bled by IoV.

2.5  ­Conclusion

IoT and wearable technology are ripe for new and creative ideas to add to the
applications already in use. They provide a nearly endless supply of opportunities
to interconnect our devices and equipment. When it comes to innovation, this
field is wide open, and such connectedness will substantially reshape our world in
ways we can barely imagine.
Problems 45

Accident
detection

Autonomous Driving
driving behavior

Safety Location
and and
insurance tracking

Infotainment
Maintenance and
services communication

Figure 2.3  The major areas of IoV.

Problems

1 Can you think of more applications (other than the ones listed in this chapter)
that could benefit from IoT and wearables?

2 Create a novel scenario where drivers and/or pedestrians could benefit


from IoV.

3 Create a novel scenario where governments could benefit from IoV.

4 Create a scenario where home automation is utilized in the field of safety.

5 Could you think of more potential applications of IIoT?

6 List five unusual applications where IoT and wearables are utilized. Keep effi-
ciency and practicality in mind, and make sure that no products exist that
support such applications (through an internet search).
46 2 Applications

7 List 10 applications where wearables are used in health care.

8 Write a one page scenario where at least ten of the applications mentioned in
this chapter are utilized in a typical day.

Interview Questions

1 Talk about some popular platforms of Industrial IoT.

2 What impacts will the Internet of Things have on infrastructure and


Smart Cities?

3 What are the key differences between Consumer IoT and Industrial IoT?

4 What are the different sectors where the IoT can actually add value to the cur-
rent processes?

5 What are the main areas that could benefit from IoV?

6 What is a smart city and why do you think IoT is a crucial enabler of this concept?

7 What are the main areas in home automation?

8 Which IoT and wearable sector has the most impact/revenue share?

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53

Architectures

3.1 ­Introduction

Complexity is one of the biggest challenges that face the designer when planning
an IoT or wearable solution. A characteristic solution involves a number of het-
erogeneous IoT devices, with sensors that generate data which is then analyzed to
provide insights. Further, a myriad of IoT and wearable devices are connected
through a gateway device to a network. The job of a gateway is to enable the
devices to communicate with each other and with Cloud services and applica-
tions. Thus, we need to develop a process flow for a concrete framework over
which an IoT or a wearable solution is built.
The architecture portrays the structure of IoT and wearable solutions including
the physical aspects (i.e. devices, sensors, actuators) and the virtual aspects (i.e.
services, protocols).
There is no single IoT architecture that is agreed upon universally by the technical
communities. Various architectures have been proposed by different researchers
and technical bodies. However, adopting a multilayered architecture allows the
designer to focus on improving the understanding about how all of the aspects of
the architecture operate independently before they are integrated into an
application. Such modular approach supports managing the complexity of the
IoT and wearable solutions.
For data-driven IoT applications, a basic three-tiered architecture, which will be
discussed later in this Chapter, can be used to understand the flow of information
from smart devices, through a networking element(s), and out to the Cloud ser-
vices. A more elaborate IoT architecture would include additional vertical layers
that cut across the other layers, such as data management and information
security.

Fundamentals of IoT and Wearable Technology Design, First Edition. Haider Raad.


© 2021 by The Institute of Electrical and Electronics Engineers, Inc.
Published 2021 by John Wiley & Sons, Inc.
54 3 Architectures

In this Chapter, various architectures used in IoT and wearable devices along
with important architecture concepts will be discussed. Further, simplified and
versatile architectures are proposed to help the reader articulate the key functions
and elements of IoT and wearable devices.

3.2  ­IoT and Wearable Technology Architectures

3.2.1 Introduction
Because of the outstanding opportunities IoT and wearable devices promise, more
enterprises call for their inclusion in their business and processes. However, no
proliferating technology has ever grown without adhering to certain standards.
Hence, establishing reliable architectures for IoT and wearable technology
becomes inevitable.
IoT and wearable technology protocols and platforms are in a state of flux; how
these technologies grow and what options emerge for innovative designs will have
a tremendous effect on how they expand as we move forward.
As most designers know, even the simplest project requires careful planning
and an architecture that comply with a set of standards. Furthermore, when pro-
jects become more complex, detailed architectural plans are often required by law.
IT network architectures have evolved significantly over the past 15 years and
are generally well-developed and understood; however, the network architectures
of IoT and wearable technology are new and need a fresh perspective. It is worth
noting that while some similarities between the network architectures of IT and
connected devices do exist, in most cases, the challenges and requirements of IoT
and wearable systems greatly differ from those of conventional IT networks.
IT networks are essentially concerned with the infrastructure that transports
data, regardless of its type. The main goal of IT networks is the reliable and
uninterrupted support of enterprise applications such as email, websites, and
­databases. On the other hand, networks of connected devices are about the data
generated by sensors and how it is used. Thus, the core of such architectures is
about how the data is transported, aggregated, processed, and eventually
acted upon.

3.2.1.1  The Motivations Behind New Architectures


Typically, the scale of IT network is in the order of a few thousand devices (i.e.
printers, laptops, servers, hand-held computers). The conventional networking
model, with architectures for wide area network (WAN), Wi-Fi, data centers, and so
on, is well defined. But when the scale of a network goes from a few thousand nodes
to several millions, then this is a different story. In many scenarios, IoT would
3.2  ­IoT and Wearable Technology Architecture 55

introduce a model where a utility such as in IIoT, IoV, and smart cities could easily
be required to support a network of such scale. Obviously, Internet Protocol ver-
sion 6 (IPv6) is the natural foundation for networks with a scale of this order.
Moreover, conventional models of IT security are certainly not suitable for
the new attacks connected devices (i.e. IoT, wearables) are prone to. Connected
devices require rigorous mechanisms of authentication, encryption, and
­intrusion prevention that match the dynamics of industrial protocols and are
capable of responding to attacks on critical infrastructure. However, the end-
points of connected devices are usually located in wireless sensor networks
that are operated by unlicensed bands and are visible to the world through
spectrum analysis equipment.
There will be a massive amount of data generated by connected devices.
Although most data generated by such devices is unstructured, the insights it pro-
vides through analytics can radically transform processes and is able to create new
business models. However, such vast data could become difficult to be accommo-
dated and analyzed effectively. Hence, unlike IT networks, connected devices
should be designed to handle data consumption throughout the architecture itself
by filtering and reducing unnecessary data traveling upstream to provide the fast-
est possible response.
Lastly, most sensors in connected devices are designed to perform a single task,
and they are typically small, inexpensive with limited power, processing, and
memory resources. They often have a low duty cycle meaning that their transmis-
sion duration is small compared to their “idle” time, unless when there is a major
event to report.
Because of the substantial scale of these devices and the large heterogene-
ous environments where they are typically deployed, the networks that pro-
vide connectivity tend to support very low data rates compared to IT networks,
which enjoy connection speeds in the orders of gigabits per second (Gbps)
and nodes with powerful CPUs. Thus, connected devices require a new class
of connectivity technologies that meet both the scale and power constraint
limitations.

3.2.1.1.1  Centralized vs. Decentralized Network  At the beginning of the IoT


journey, the architecture was not adequately equipped for the surge of data
transfer that will accompany the exponential growth of connected devices. The
centralized layout of data handling was not sufficiently robust or fast for real-time
processing needs of IoT and wearable systems.

3.2.1.1.2  What Is the  Difference Between Centralized and  Decentralized


Networks?  From the consumer point of view, the Internet is based on centralized
servers which receive, process, and return data to the end user. Centralized
56 3 Architectures

systems are now overwhelmed with data processing needs with the exponential
rise in real-time data processing required by connected devices. A decentralized
network is needed, and a decentralized Internet is crucial to the evolution of
connected devices.
In general, a decentralized network architecture distributes workloads among
several entities, instead of relying on a single entity such as a central server. This
trend is enabled thanks to the rapid improvements in the computational power of
microprocessors which now offer a performance well beyond the needs of most
applications of connected devices.
Analysts at Gartner, Inc. stated that 8.4 billion devices were connected to the
Internet in 2017, a rise of 31% from the previous year. They also expected this
number to reach 20.4 billion by 2020. The number is expected to balloon further
to 500 billion by 2030, according to a market analysis by Cisco.
A self-driving car generates roughly ten gigabytes of data per mile. If self-driving
vehicles continue to grow in number, it will be impossible to send data to central-
ized servers for processing every time a vehicle encounters a stop sign or a pedes-
trian. A microsecond of time is of significant importance in such scenarios. Here
is where Edge computing comes into play.

3.2.1.2  Edge Computing


The increasing number of IoT devices at the edge of the network (i.e. closer to the
source of the data being generated) is giving rise to an enormous amount of data
to be computed at the data centers, pushing network bandwidth requirements to
the limit.
The aim of Edge Computing is to bring computing, and data filtering and
storage closer to the devices where it’s being collected, rather than relying on
a central site that can be thousands of miles away. This is done so that data do
not suffer from latency issues that can affect an application’s performance.
Moreover, enterprises can save money by having the processing performed
locally, reducing the amount of data that needs to be processed at the Cloud.
Edge Computing describes the work that happens at the edges of the IoT
­network, where the physical devices exploit mobile phones, smart devices, and/or
network gateways to perform tasks and provide services on behalf of the Cloud. With
an emphasis on reducing latency, improving privacy and security, and minimizing
bandwidth costs within data-driven IoT applications, Edge computing architec-
tures are becoming increasingly common in the realm of IoT and wearable devices.
Fog and Mist computing, which are relatively new terms specific to IoT, also
refer to extending computing to the edge of the network. Let’s find out the main
differences between these terms.
3.2  ­IoT and Wearable Technology Architecture 57

3.2.1.3  Cloud, Fog, and Mist


3.2.1.3.1  Cloud Computing  In IT networks, the data used by a node or a server is
typically generated by the client/server communications model, and it satisfies
the needs of the application. In sensor networks, however, most of the generated
data lacks structure and is of little use on its own.
A logical space for such activity is the Cloud where data processing is central-
ized. The main advantage of this model is simplicity. Smart things only need to
connect to a central cloud application where all IoT nodes are overseen and all
analytics are processed. However, as data volume along with the number of het-
erogeneous objects connecting to the network increase, new requirements emerge
such as minimizing processing latency, conserving bandwidth traffic, and increas-
ing efficiency. As mentioned previously, these requirements drive the need for
data analysis much closer to the IoT node.
Thus, an important consideration is to think of an IoT architecture design
that is capable of handling this amount of data in an efficient way such that it
can be swiftly analyzed and lead to the envisioned business benefits. The vol-
ume of data generated by IoT nodes can be large enough that it can inundate
the Cloud. For example, a network of 1 million smart meters will generate close
to 1 TB of data per day. This could easily pose a challenge for the network and
application server that are not prepared to deal with this amount of data traffic,
analysis, and storage.

3.2.1.3.2  Fog Computing  The solution to the abovementioned challenges is


to decentralize data management and distribute it throughout the IoT
system, between the Cloud and endpoint. Within the realm of IoT, this
decentralization is widely known as Fog computing. A Fog node can be any
device with computing and storage capability, and network connectivity.
Switches, routers, gateways, and servers are some examples of Fog nodes.
Instead of making the journey to the Cloud, analyzing IoT data close to
where it is generated could minimize latency, and offloads substantial traffic
from the network.
An advantage of this redistribution is that the Fog node allows control and ana-
lytics closer to the endpoint which gives rise to better performance over constrained
networks. Another advantage of this is that the Fog node has circumstantial
awareness of the sensors it is handling due to its proximity. For example, there
might be a Fog router on a hydroponic garden that monitors all the sensor activity
in that garden. Because the Fog node is capable of analyzing information from all
the ­sensors in that garden, it can provide contextual analytics of the data it is
receiving and may decide to dispatch only the relevant/important information to
58 3 Architectures

the Cloud over the backhaul network. Thus, a great reduction of data volume sent
to the Cloud is achieved.1

3.2.1.3.3  Mist Computing  As mentioned in the previous section, a natural place


for a Fog node is in the network device that sits within a close proximity to the IoT
device, and these nodes are typically spread throughout the network. More
recently, however, the concept of Fog computing has been pushed even further to
the extreme edge of IoT network and in many cases sits directly in the sensors and
IoT endpoints themselves. As mentioned previously, if a Cloud exists in the sky,
and Fog resides near the ground, then Mist is what actually sits on the ground.
Fog, Mist, and Edge computing could be viewed as interchangeable terms in the
literature, but we would rather refer to Edge computing as a concept whereas Fog
and Mist as standards. One could think of Fog as the upper part of the Edge, while
Mist represents the lower part. Thus, the concept of Mist is to push computing to
the furthest point possible, right into the IoT device or sensor itself. Thanks to
rapid advancements in microprocessors and sensor technologies, some new gen-
erations of IoT endpoints have sufficient capabilities to perform basic computa-
tions, filtering, and low-level analytics to make initial decisions. For example,
consider a smart city setting where level sensors are used in public trash cans.
While a Fog node residing on an electrical pole at the distribution network may
have an excellent view of all the trash cans on a certain avenue, a node on each
can would have clear view of a garbage level and would be able to swiftly issue an
alert. The Fog node, on the other hand, would have a broader perspective and
would be able to decide whether a garbage truck is needed because a large num-
ber of cans are filled due to, for instance, a heavy pedestrian traffic. Lastly, a more
refined data is sent to the Cloud for historical and statistical analysis.
It is important, however, to emphasize that Fog and Mist computing in no way
could take the place of the Cloud. They quite complement each other, and a pleth-
ora of applications actually require firm cooperation between these layers. Mist
and Fog layers simply act as a first resort for filtering, and analysis which saves the
Cloud from being accessed in each and every event. Thus, only time-sensitive data
are analyzed on the Mist or Fog node closest to the endpoints generating the data.
Data that can wait longer for analysis (i.e. seconds or minutes) is forwarded to an
aggregation node and then sent to the Cloud for big data analytics and long-term

1  The concept of Fog computing was first coined by Flavio Bonomi and Rodolfo Milito of Cisco
Systems. The term gets its name from a comparative analogy to Cloud computing. If the Cloud
exists at a higher layer (in the sky), then the Fog layer resides closer to the physical layer (near
the ground). An interesting fact is that the term “Fog” was actually suggested by Ginny Nichols,
Milito’s wife. Although she was not involved in this project, she had a great understanding of
what the team was developing. One day she said: “why don’t we call it the “fog” layer? And,
there it was!
3.2  ­IoT and Wearable Technology Architecture 59

High latency

Cloud Big data analytics, archiving

Data centers

Low latency

Fog Basic/contextual analytics

Network nodes, i.e., routers, acccess points, gateways

Real time

Mist Light-weight computing, basic decision making

Sensors, embedded systems

Figure 3.1  A comparison between Cloud, Fog, and Mist computing.

storage. To conclude, when thinking of designing an IoT network, one should not
only consider the amount of data to be analyzed, but also the time sensitivity of
this data. Understanding these considerations will help in deciding whether
Cloud computing is enough or whether Mist or Fog computing would improve
the efficiency of the system. In essence, Fog and Mist are standards that enable
reproducible structure in the Edge computing concept, so businesses can push
the computing out of Clouds for a more efficient and more scalable performance.
Figure 3.1 summarizes the differences between Cloud, Fog, and Mist.

3.2.2  IoT Architectures


The new challenges and requirements of IoT are driving an entirely new area
of network architecture. In the past decade, architectural standards and frame-
works have materialized to address the challenge of deploying extremely large-
scale IoT networks. The underlying concept in all these architectures is to
support data, processes, and functions that IoT devices would perform. In the
following sections, some of the widely known architectures will be discussed.
60 3 Architectures

However, the reader must first be familiar with the Open Systems
Interconnection (OSI) model in order to understand the IoT architectures pre-
sented in the following sections.

3.2.2.1  The OSI Model


The OSI model is a conceptual model created by the International Organization
for Standardization which enables heterogeneous communication systems to
communicate using standardized protocols. The OSI model can be viewed as a
universal language for computer networking. It is based on the concept of divid-
ing a communication system into a stack of seven abstract layers. As shown in
Figure 3.2, each layer of the OSI model handles a specific job and communicates
with the layers above and below.

3.2.2.2  Why Does the OSI Model Matter?


Although the modern Internet does not strictly follow the OSI model, it is still
very helpful when it comes to troubleshooting network problems. The OSI model
can help in isolating the source of the problem. A lot of unnecessary work can be
avoided once the problematic issue is narrowed down to one certain layer of
the model.
The seven abstraction layers of the OSI model (top to bottom) can be defined as
follows:

Application layer

Presentation layer

Session layer

Transport layer

Network layer

Data link layer

Physical layer

Figure 3.2  The OSI reference model.


3.2  ­IoT and Wearable Technology Architecture 61

3.2.2.2.1  7. The Application Layer  This is the only layer that interacts with the
user’s data directly. Software applications rely on this layer to actuate
communications. However, it should be noted that client software applications
(i.e. web browser, email clients) are not part of the application layer; rather the
application layer is responsible for the governing protocols and manipulating the
data that the software application relies on to present meaningful data to the user.
Application layer protocols include Hypertext Transfer Protocol (HTTP) as well as
Simple Mail Transfer Protocol (SMTP).

3.2.2.2.2  6. The Presentation Layer  This layer is responsible for data conditioning


including data translation, encryption, and compression, in order to be used by
the application layer. For example, if two communicating devices are using
different encoding methods, this layer takes care of translating the incoming data
into a syntax comprehensible by the application layer of the receiver. Another
example is that if the devices are communicating over an encrypted connection,
the presentation layer would be responsible for integrating the encryption on the
sender’s end in addition to decoding the encryption on the receiver’s end so that a
readable data can be presented at the application layer.
This layer is also responsible for data compression when it is received from the
application layer before forwarding it to the layer below (session layer), which
promotes communication speed and efficiency.

3.2.2.2.3  5. The  Session Layer  This layer is primarily responsible for enabling
and terminating communication between the two devices. The time between
when the communication is enabled and terminated is known as “session.” The
session layer ensures that the session stays enabled as long as the data is being
exchanged; this layer is also responsible for data transfer synchronization.

3.2.2.2.4  4. The  Transport Layer  This layer is responsible for an end-to-end


communication over a network. This involves taking data from the session layer
and breaking it up into smaller segments before delivering it to the layer below
(network layer). On the receiving end, the transport layer is responsible for
re-assembling these segments into data the session layer can utilize. The transport
layer also performs flow and error control by ensuring that the data received is
complete, and requesting a re-transmission if this is not the case.

3.2.2.2.5  3. The Network Layer  The network layer is in charge of facilitating data


transfer between two separate networks. This layer is unnecessary if the devices
communicating are on the same network. The network layer breaks up the
segments received from the transport layer into smaller chunks, called packets,
and reassembles these packets on the receiving device. The network layer is also
62 3 Architectures

in charge of routing, i.e., finding the best physical path for the data for delivery to
its final destination.

3.2.2.2.6  2. The Data Link Layer  Data link handles the flow of data into and out
of a physical link in a network identifying and correcting errors occurred in the
physical layer. As mentioned previously, the network layer is unnecessary when
the two communicating devices are on the same network. The data link layer
comes into play when the two devices are on the same network. This layer takes
packets from the network layer and breaks them into smaller fragments called
frames. Flow and error control are also performed in this layer.

3.2.2.2.7  1. The Physical Layer  The physical layer includes the actual hardware
used in the data transfer, such as the cables, switches, and network interface cards
(NICs). This is also where the data gets converted into a stream of binary bits.

3.2.2.3  Data Flow Across the OSI Model


For human-readable information to be transported from one device to another
over a network, the data must travel down the seven OSI layers on the sending
device and then travel up the seven layers on the receiving one.
For example: User A wants to send User B an email. User A composes a message
in an email application client on their laptop and then presses the “send” button.
The email application (i.e. Microsoft Outlook) will pass the message over to the
application layer, which will use SMTP and forward the data to the presentation
layer. The presentation layer will in turn compress the data and forward it to the
session layer, which will initiate the communication session.
The data are then segmented at the sender’s transport layer. These segments
will be broken up into packets at the network layer where the optimal path is
determined. The segments are then broken down even further into frames at the
data link layer. The data link layer then delivers those frames to the physical layer,
where data are converted into a stream of binary bits to be transferred through a
physical medium such as a cable or an antenna.
Once User B’s computer receives the bit stream through the physical equip-
ment, the data will flow through the same series of layers on their end, but in the
opposite order, all the way to the application layer which will feed the human-
readable data along to User B’s email software application, allowing User A’s
email to be read on User B’s laptop screen.

3.2.2.4  Common IoT Architectures


While we cannot cover all of the architectures reported in the literature, the fol-
lowing list should give the reader a solid understanding of the core design consid-
erations and typical layers in an end-to-end IoT stack.
3.2  ­IoT and Wearable Technology Architecture 63

Figure 3.3  Basic three-layer IoT


architecture.
Application

Network

Perception

3.2.2.4.1  Basic Three-Layer IoT Architecture  While there is a multitude of


components that build a complete end-to-end IoT architecture, this one simplifies
it down to three fundamental blocks:
Perception layer: Sensors, actuators, and embedded systems that interact with
the environment.
Network Layer: This is where data are aggregated, devices are connected over a
network, and information is routed to the application layer.
Application Layer: Data processing, analytics, and archiving.
Figure 3.3 depicts an overview of the basic three-tier IoT architecture.

3.2.2.4.2  oneM2M Architecture  The aim of the M2M Technical Committee which
was created by the European Telecommunications Standards Institute (ETSI) in
2008 was to establish a common architecture that would lead to an accelerated
adoption of M2M devices. A few years later, the scope has expanded to include
IoT. Other organizations also started to create their own versions of architectures,
which triggered the need for a unified standard for M2M. Recognizing this need,
ETSI and other founding entities launched oneM2M architecture in 2012 as a global
initiative designed to advance efficient M2M and IoT communication systems. The
main goal of this architecture is to establish a common services layer, which can be
embedded in field devices to enable communication with the application servers.
This architecture emphasizes on the services, platforms, and applications of IoT
which include telemedicine, IoV, smart grids, and smart city automation.
By developing a horizontal platform architecture, oneM2M promotes standards
that solve one of the main challenges in designing an IoT architecture: Interoperability,
i.e. dealing with the diversity of devices, operating systems, and access methods.
64 3 Architectures

The oneM2M architecture splits up IoT functions into three key layers: the
application layer, the services layer, and the network layer. While simple, this
architecture promotes a wide range of IoT technologies and supports interopera-
bility through a set of routines, protocols, and tools for building software applica-
tions. Such framework and Application Program Interface (API) allow end-to-end
IoT communications in a consistent way, regardless of how diverse the net-
works are.

3.2.2.4.3  Layers of oneM2M Architecture


Applications layer: This layer includes the application layer protocols and
gives significant attention to connectivity between devices and their applications.
Services layer: Modules such as the physical network that the IoT applications
are enabled by, the management protocols, and all hardware are represented by
this layer.
The physical portion of the communications network between the central back-
bone and the individual local networks such as the cellular, Multiprotocol Label
Switching (MPLS)2 networks, virtual private networks (VPNs) are a few examples.
An interfacing sub-layer also exists in this layer which adds APIs and middleware
that enable third-party services and applications. One of the goals of this architec-
ture is to “develop technical specifications which address the need for a common
M2M Service Layer that can be readily embedded within various hardware and
software nodes, and rely upon connecting the myriad of devices in the field area
network to M2M application servers, which typically reside in a Cloud or data
center.”
Network layer: This layer includes the communication devices and networks
that link them. Manifestations of such communications infrastructure include
wireless mesh technologies, wireless point-to-multipoint systems, and wired
device connections.

3.2.2.4.4  The IoT World Forum (IoTWF) Architecture  In 2014, a seven-layer IoT
architectural reference model was published by the IoTWF architectural
committee which was led by Cisco, IBM, Rockwell Automation, and other key
players in the industry. This architecture offers a polished, yet simplified
perspective on IoT. More importantly, it includes Edge computing, data storage,
and accessibility. It also offers a concise way of visualizing IoT from a technical
point of view. Each of the seven layers is subdivided into specific functions, and

2  MPLS is a routing technique in telecommunications networks that transports data from one
node to another based on short path labels instead of network addresses, thus avoiding complex
lookups in the routing table and increasing the speed of traffic flows.
3.2  ­IoT and Wearable Technology Architecture 65

security is encompassed across the entire model. The IoTWF reference model is
shown in Figure 3.4.
The seven layers of the IoTWF reference model are defined as follows:
Layer 1: Physical Devices and Controllers
This layer comprises the “things” in the Internet of Things, which includes the
various endpoint devices, sensors, and actuators. The size of these “things” can
range from microelectromechanical sensors (MEMS) to massive machines and
equipment. Their primary function is generating meaningful data about a pro-
cess and capability of being controlled over a network.

Figure 3.4  IoT reference model


reported by the IoT World Forum. Collaboration and processes
(people and business processes)

Application
(reporting, analytics, and control)

Data abstraction
(aggregation and access)

Data accumulation
(storage)

Edge computing
(data analysis and transformation)

Connectivity
(communication and processing)

Physical devices and controllers


(things)
66 3 Architectures

Layer 2: Connectivity
The primary function of this IoT layer is the reliable and prompt transmission of
data. The connectivity layer encompasses all networking elements of IoT, and
its functions include communication among Layer 1 entities, switching and
routing, protocol translation, and network-level security.
Layer 3: Edge Computing
The focus of this layer is on data reduction and converting data flows in the net-
work into information that is ready for processing and/or storage by higher
layers. The characteristic principle of this layer is that the processing of infor-
mation is initiated as early and as close to the edge of the network as possible.
Another important function that takes place at this layer is the assessment of
data to decide if it will be filtered or aggregated before forwarding to a
higher layer.
Layer 4: Data Accumulation
At this layer, data are accumulated and stored so it could be used by applications when
needed. Also, event-based data are converted here to query-based processing.
Layer 5: Data Abstraction
At this layer, multiple data formats are restored, and consistency is ensured for
data coming from different sources.
Layer 6: Application
At this layer, software applications are used to interpret data. Reports are provided
based on the analysis of data. Moreover, control and monitoring actions take
place at this layer.
Layer 7: Collaboration and Processes
The information created by IoT systems is useless unless it yields action, which
often requires collaborative efforts from people and processes. At this layer,
multistep communication and collaboration occur where application informa-
tion is shared and consumed.
It should be noted that in addition to the three IoT reference models already pre-
sented in this section, a plethora of other models exist. These architectures are
endorsed by standards bodies and organizations and are often specific to ­certain
industries or applications. Widely used IoT architectures the reader needs to be
aware of include Software Defined Networking (SDN) Based Architecture, Quality
of Service (QoS) Based Architecture, Service Oriented Architecture, Mobility First
Architecture, CloudThings Architecture, IoT-A Architecture, S-IoT (Social IoT)
Architecture, Purdue Model for Control Hierarchy, and Industrial Internet
Reference Architecture (IIRA).

3.2.2.4.5  A Simple and Versatile IoT Architecture  Although significant differences


exist between the reference models discussed in the previous section, they each
tackle IoT from a layered perspective. What’s common between these models is
3.2  ­IoT and Wearable Technology Architecture 67

that they all acknowledge the interconnection of the “things” in IoT to a network
that transports the data that will be eventually used by applications, in the cloud,
or somewhere in between.
It is not the intention of this book to promote any of the aforementioned IoT
architectures, and it should also be noted that IoT reference models may vary
based on the industry, application, or the technology being deployed.
In this section, an IoT reference model that highlights the primary building
blocks common to most IoT frameworks is presented, which is intended to help
the reader in designing an IoT product.
In essence, IoT reference models include numerous elements such as sensors,
actuators, protocols, and services. The framework presented here is a simplified
IoT architecture that contains the most basic building blocks (layers) which can
be used as a foundation to understand key design and deployment principles.
These basic layers can be expanded on as needed based on the industry-specific
use cases. If needed, the reader is referred to one of the more complex reference
models covered in this book or in the literature.

3.2.2.5  Layer 1: Perception and Actuation (Sensors and Actuators)


This layer includes the sensing or “perception” system where data is collected from
the environment, a process, or a smart object performing a certain function, to be used
in decision making or analytics. An actuator can also be present at this layer that
allows the smart objects to perform an action (i.e. to switch on or off a light, adjust
an airflow of a valve, to increase or decrease an engine’s rotation speed and more).
Some limited data processing (Mist computing) can occur at this layer if an
immediate response is necessary. However, if more in-depth processing of data is
needed, which requires more computational power and time then the data needs
to be moved to the upper layers (Fog, Cloud/Data centers).

3.2.2.6  Layer 2: Data Conditioning and Linking (Aggregation, Digitization,


and Forwarding)
One can think of this layer to have two ends. One end which sits in close ­proximity
to the sensors and actuators, is responsible for aggregating the data and convert-
ing it into digital streams (analog to digital conversion) for further processing in
the upper layers. The other end, which sits closer to layer 3, contains the Internet
gateway which receives the aggregated and digitized data and routes it over a
wireless or wired network to the upper layers for further processing.
The significant importance of this stage lies in preprocessing the voluminous
amount of analog information collected from the sensors in the previous stage and
compressing it to the optimal size for further analysis. Moreover, the aggregated
analog data have specific timing and structural characteristics that require special
treatment.
68 3 Architectures

Data travel back and forth from smart things to the Cloud through gateways. A
gateway is a part of the IoT and wearable technology solution that provides con-
nectivity between the smart things and the Cloud. To reduce the volume of the
data aggregated from the sensors, preprocessing and filtering are also performed
here before the data is moved to the Cloud. Control commands going from the
Cloud to the actuators of the smart things are also passed through the gateway.
Using gateways prolongs battery life and lowers latency. Gateways also enable
connecting devices without a direct Internet access and provide an additional
layer of security by protecting data moving in both directions.
Advanced gateways could have additional capabilities such as analytics, secu-
rity, and data management services. Although providing insights from the data is
somehow less immediate at the gateway than it would be when delivered directly
from the sensor-actuator area, the gateway has the computational power to render
the information in a more useful form to the end user.

3.2.2.7  Layer 3: Network Transport (Preprocessing, Preliminary Analytics,


and Routing)
Once IoT data have been digitized and aggregated, it is ready to travel to the Cloud
or data center. However, the data may require further processing before this step
is initiated. As infrastructure can be physically located closer to the data source, it
is easier and faster to act on the IoT material in or close to real time and provide
an output. Thus, only the larger pieces of data that need the computational and
analytical power of the Cloud would be forwarded. By minimizing network utili-
zation, security can be significantly enhanced, while improved response times
and reduced bandwidth consumption could contribute to more efficient IoT sys-
tems. For example, rather than forwarding raw vibration data from pumps, data
can be filtered, and preprocessed, then only projection data are sent as to when
each pump will fail or need service.
The data at this level may be communicated to a data center, a cloud, or to
another IoT device on the network. To allow for such communication diversity, an
open and standard-based network protocol with specific characteristics needs to
be implemented to accommodate diverse industries and various media structures.
Accommodating an enormous number of sensors in a single network along with
data security are also required here.
IP is flexible enough to be embedded in smart objects of very different classes,
and to exchange data over very different media and network types.
Multiple protocols have been created to optimize IoT data communications. Some
networks are based on a push model (a sensor reports to the application at a regular
interval or based on a local stimulation), whereas other networks rely on a pull model
(where an application queries the sensor); other hybrid approaches are also possible.
One very common protocol used in IoT products is Message Queue Telemetry
3.2  ­IoT and Wearable Technology Architecture 69

Transport (MQTT), which is a standard lightweight, publish–subscribe network pro-


tocol that transports messages between devices. The sensor can be set up to be a
publisher (publishes the required information), the application can be set as the sub-
scriber (receives the information), and an intermediate system is set up to act as a
broker to relay the information between the publisher and the subscriber.

3.2.2.8  Layer 4: Application (Analytics, Control, and Archiving)


Non time-sensitive data that needs more in-depth processing, gets forwarded to
this layer (typically, a data center or Cloud-based system), to be analyzed, man-
aged, and securely archived. This layer is also used to control the smart objects
when necessary. Moreover, this layer instructs smart objects to adapt to certain
conditions based on deeper insights gained from historical analysis. Figure  3.5
illustrates the layers of the simplified IoT reference model and their relevance to
the Cloud, Fog, and Mist.

3.2.3  Wearable Device Architecture


One could utilize one of the IoT architectures discussed in the previous section to
design sophisticated wearable devices. It should be noted, however, that due to the
size constraints, and limited computational power of wearables, a typical system
architecture would include a gateway to the Internet (i.e. a smartphone) with a
dedicated application used for configuring the device and for processing the per-
ceived data. The gateway device is also used for data visualization purposes where
relevant processed data are translated into a graphical representation. The per-
ceived data are forwarded wirelessly using a low power transceiver (i.e. Bluetooth
Low Energy (BLE)) for basic processing. A more thorough and insightful data

Data
Network Perception &
Application conditioning &
transport actuation
linking

Analytics Pre-processing Aggregation

Sensing
Control Preliminary analytics Digitization
Actuating
Archiving Routing Forwarding

Cloud Fog Edge Mist

Figure 3.5  Simplified IoT architecture.


70 3 Architectures

Analytics
Cloud archiving
management

Configuration
Gateway basic analytics
connectivity

Perception
Wearable device control
feedback

User

Figure 3.6  A basic architecture for wearable devices.

processing takes place in the Cloud. Processed data are then transferred back to
the wearable device for feedback while a copy of it is archived at the data center.
Obviously, the gateway provides the means of network connectivity for such back
and forth communication. An architecture for a typical wearable device is depicted
in Figure 3.6.
It should be noted that wearables can be either simpler or more complex than
what’s shown in Figure 3.6. For instance, some wearable navigators used by pro-
fessional hikers connect directly to a Global Positioning System (GPS), thus
bypassing the gateway layer. On the other hand, some early fitness trackers relied
only on a smartphone for processing and feedback without the need to use a
Cloud service.

3.3  ­Conclusion

The requirements of IoT systems are giving rise to new architectures that address
the emerging constraints and data management aspects of IoT. To address these
needs, a number of IoT-specific reference models have been proposed in the
Problems 71

literature. The features shared between these models are the interconnection of IoT
endpoints, the networks that connect them, and the applications that manage them.
Due to the unique requirements of IoT, centralized data management is no
longer as practical as it is in traditional IT networks. It is simply not practical to
send data to the Cloud over a backhaul connection for processing. Before it is sent
to the Cloud, data in IoT systems are filtered, aggregated, and pre-analyzed in lay-
ers close to the edge of the network. This drives new concepts: Fog and Mist com-
puting, where services are delivered very close to the IoT endpoints.
This Chapter presented a simplified IoT framework broken down into its most
basic building blocks which can be used as a foundation to understand key design
and deployment principles that can be applied to industry-specific manifesta-
tions. It was also shown that a wearable device can be designed based on an IoT
architecture, depending on how complex the functionality is. A basic model is
also reported in this Chapter. It was shown that due to various constraints, a
­typical wearable device architecture would include a gateway device layer which
is used for configuring the device and for processing the gathered data, whereas a
more in-depth data processing takes place in the Cloud.

Problems

1 Why an architecture is needed for connected devices (IoT and wearables)?

2 What is the difference between centralized and decentralized networks?

3 List three published IoT architectures and research three more from the literature.
Compare the six architectures using a table.

4 Give an example of an IoT device and explain its operation using the simplified
IoT architecture reported in this chapter.

5 What is Edge Computing? Give four examples of IoT and wearable devices
and explain their operation within the context of Edge.

6 What is the difference between Cloud, Fog, and Mist? Explain using two practical
examples (one IoT device, and one wearable device).

7 What are the main differences between IT and IoT networks?

8 How is the OSI model related to IoT and wearable technology architectures?
72 3 Architectures

9 Design a basic wearable fitness tracker using the wearables architecture


described in this chapter.

10 Design a basic IoT garden monitor using the simplified architecture described
in this chapter.

11 Sketch a smart home system and link each component that you use (software
and hardware) to an architecture of your choice.

Technical Interview Questions

1 What are the layers of OSI?

2 What is IoT Contiki?

3 What are the pros and cons of MQTT and HTTP?

4 What AWS services are used for Edge computing?

5 What is Microsoft Azure?

6 What is Edge? Why is it popular in IoT and wearables?

7 What is the difference between Cloud and Fog computing?

8 Tell us what you know about Quality of Service (QoS) Based Architecture.

9 Tell us what you know about S-IoT (Social IoT) Architecture.

10 Tell us what you know about Software-defined networking (SDN)-Based


Architecture.

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77

Hardware

4.1 ­Introduction

The core functionality of IoT and wearable devices starts with data acquired or an
action performed by a device. These devices are called endpoints, and they are the
“Things” in Internet of Things. The value of IoT and wearable devices is in the
data collected by these endpoints, so it is important to understand how they
acquire, process, transmit, and receive data.
The designer should ask: What type of sensor, actuator, or microcontroller
should be considered for the application/problem in hand? What energy source
should be used? What communication module should be considered?
This Chapter highlights the capabilities, characteristics, and functionality of
sensors and actuators with an understanding of their limitations and their role in
IoT and wearable systems. Criteria for selecting a microprocessor and communi-
cation module will be reviewed next. Additionally, deciding on a suitable energy
source with a matching application-specific power management design is dis-
cussed. Finally, the reader will gain an understanding on how to bring these foun-
dational elements together to realize a smart device that makes most IoT and
wearable use cases possible.

4.2  ­Hardware Components Inside IoT and Wearable Devices

In spite of the variety and types of IoT and wearable devices, the majority share
elemental functionalities that must be implemented in the design process. Most
smart endpoints have the following components:
●● At least one sensor to perceive an analog quantity (typically physical, chemical,
biological, or environmental).

Fundamentals of IoT and Wearable Technology Design, First Edition. Haider Raad.


© 2021 by The Institute of Electrical and Electronics Engineers, Inc.
Published 2021 by John Wiley & Sons, Inc.
78 4 Hardware

●● A conditioning circuit that filters, amplifies, and converts the perceived signal
into a digital one (analog-to-digital conversion (ADC)).
●● A processing unit along with a memory and embedded system that serves as the
brain power of these smart devices where all computations and processing
take place.
●● A connectivity unit to transmit the captured data or receive an action com-
mand to and from another layer (a mobile phone, cloud, server, etc.) using,
typically, one of the wireless communication technologies such as Wi-Fi and
Bluetooth.
●● Input and output elements for device user interface which may include a but-
ton, gesture pad, microphone, camera for input; an LCD display, LED lights,
speaker, or other motor-based actuators for output.
●● An energy source and most likely a power management system.
Noticeably, the first generation of smart connected devices has been assembled
utilizing smartphones components and technologies. For example, in the beginning
of the past decade, the sensors and microprocessors of wrist and head-mounted
wearable devices have been drafted off smartphones parts. This would, for many,
make perfect sense since using tested components with a proven success in a newly
introduced technology would help manufacturers balance features, functionality,
and price for an uncertain new market. However, electronics manufacturers today
are introducing new components designed specifically for wearables. Power-
efficient microprocessors and performance-bound hardware of smaller form factor
are being driven by the requirements of the next generation of IoT and wearable
devices. Figure 4.1 depicts the anatomy of a generic connected device.

4.2.1 Sensors
A sensor is a device that detects a change or an event in an object or environment
and converts it to usually an electrical signal. The sensor then forwards the con-
verted signal to a microprocessor unit for analysis to provide a useful output that
can be consumed by intelligent devices or humans.
Analog (continuous, nondigital) sensors are very common in biomedical and
healthcare devices. Biometric sensors such as heart rate, blood pressure, and elec-
troencephalogram (EEG) are examples of such sensors. It should be noted that an
analog front-end (AFE) unit is needed in analog sensors, which is responsible for
amplifying, filtering, and conditioning the signal, and converting it to digital,
using an ADC, so that it can be processed by a microprocessor.
There are a number of ways to categorize sensors including the following:
a) Active or Passive: Active sensors require an external power source to operate,
while passive sensors simply detect energy and operate without the need of a
power source.
4.2  ­Hardware Components Inside IoT and Wearable Device 79

Data I/O User interface Display Audio I/O

Microprocessor
Energy source
and power Memory
management RF module
circuit
Sensor & actuator hub

Conditioning circuit

Sensor Actuator

Figure 4.1  Anatomy of a generic smart connected device.

b) Invasive or Noninvasive: Invasive sensors are transducers that come into


direct contact with the process (i.e. a sensor immersed in a fluid). Noninvasive
transducers, on the other hand, do not come into direct contact with the
process (i.e. an ultrasonic level sensor).
c) Deflection or Null: The signal produces some physical effect (i.e. movement)
closely related to the measured quantity such as in a pressure gauge where the
value being measured is displayed in terms of the amount of pointer move-
ment. In null type, which is more accurate but more complex than the deflec-
tion type, the signal produced by the sensor is counteracted to minimize the
deflection. That opposing effect necessary to force a zero deflection has to be
proportional to the signal of the quantity to be measured.
Sensors can also be categorized based on their area of application, mechanism,
and quantities they measure.

4.2.1.1  Sensor Properties


A sensor should satisfy certain characteristics before integration within a system.
Below are typical properties used to characterize sensors:
a) Resolution: The resolution of a sensor is defined as the smallest change in the
input under test that can be perceived by the sensor. A high-resolution sensor
80 4 Hardware

is one that is able to detect a very small change in the input variable. Electronic
and thermal noise in the sensor and interface circuitry can highly impact the
resolution. For example, an analog temperature sensor with a resolution of 10
bits represents a range of temperature readings between 0 and 1023.
b) Sensitivity: It is defined as the ratio between the output signal and measured
property. For example, if a temperature sensor has a voltage output, the sensi-
tivity is then a constant with the units [v/k].
c) Accuracy: Accuracy can be described as the maximum difference between the
actual value measured via a standard reference and the value indicated at the
output of the sensor terminals. A difference value of zero indicates the highest
accuracy.
d) Precision: It describes the reproducibility of the measurement of a given sen-
sor and also refers to the closeness of the measurements to each other in a
given scale.
e) Drift (Stability): Drift is a change in the sensor’s reading or set point value
over extended periods due to electronic aging of components or reference
standards in the sensor.
f) Hysteresis: Ideally, a sensor should be capable of tracking the changes in the
input variable regardless of which direction the change is made; hysteresis is
the measure of this feature.
g) Response Time (Responsiveness): Response time refers to the ability of a
sensor to respond to fast changes in inputs.
h) Dynamic Range: It refers to the full range from minimum to maximum val-
ues a sensor can measure. For example, a given temperature sensor may have
a range of −40 to +120 °C.

4.2.1.2  MEMS Sensors


Today, the majority of IoT and wearable devices are based on microelectrome-
chanical sensor (MEMS) technology. MEMS is a technology based on miniatur-
ized electromechanical structures which are made using microfabrication
techniques. The dimensions of MEMS devices typically range from one micron to
a few millimeters. The dynamics of MEMS are controlled by the microelectronics
integrated within the device.
Inertial measurement units (IMUs)1 found in most modern wristband weara-
bles are perhaps one of the most popular MEMS examples. Depending on the
complexity of the wearable device, it could have a single, a few MEMS sensors, or
a dedicated sensor fusion interface.

1  An inertial measurement unit (IMU) is a self-contained electronic device that measures


linear and angular motion, force, and magnetic field. It is typically based on a combination of
accelerometers, gyroscopes, and magnetometers.
4.2  ­Hardware Components Inside IoT and Wearable Device 81

The most challenging aspect in such sensors, however, lies in converting raw
data into useful information. As mentioned previously, sensor fusion is the pro-
cess of collecting multiple output data from multiple sensors to obtain a better
total insight. A good example here is the use of data from single 3-axis accelera-
tion along with data from a 6-axis IMU rotation sensor in fitness trackers to have
a more accurate information on the user’s motion.

4.2.1.3  Commonly Used Sensors in IoT and Wearable Devices


Below is a description of the most common sensors used in IoT and wearable
devices:

4.2.1.3.1 Accelerometers  An accelerometer is an electromechanical device used


to measure static and dynamic acceleration forces due to gravity, motion, and
vibration. By measuring acceleration, the angle of the device is oriented with
respect to the earth can be found in addition to the direction of motion. In IoT,
applications like indoor climate systems and security systems in smart homes are
enabled by accelerometers, while in wearables they are the most commonly used
sensors. Most modern accelerometers are based on MEMS.

4.2.1.3.2 Gyroscopes  Gyroscopes are used to measure and\or maintain


rotational motion and angular velocity. They are used to maintain equilibrium
and determine direction and orientation of an object.

4.2.1.3.3 Magnetometers  A magnetometer is a device that measures magnetic


fields. Today’s digital compasses are based on magnetometers which provide an
orientation relative to the earth’s magnetic field. A device equipped with a
magnetometer will always have the Magnetic North as a reference.

4.2.1.3.4  Hall Effect Sensors  The Hall effect sensor is used to detect a magnetic
field. The Hall element is comprised of a thin sheet of an electric conductor with
output terminals perpendicular to the direction of current flow. When a magnetic
field is present, it produces an output voltage proportional to its strength. The voltage
is in microvolts; hence, it needs to be amplified to be of use. Beside a magnetic field,
the sensor can be used as a sensor for current, temperature, pressure, etc.

4.2.1.3.5 Altimeters  Most altitude sensors can determine altitudes based on the


atmospheric pressure. Besides determining the user’s altitude, altimeters have
higher processing accuracies when implemented in fitness trackers. For example,
the altimeter enables fitness trackers to determine whether the user is climbing
stairs through sensing the height changes, which allows for a more realistic calorie
loss calculation.
82 4 Hardware

4.2.1.3.6  Flex Sensors  Flex sensors are passive resistive devices that changes
resistance when bent which can be used to detect flexing or bending of an object.

4.2.1.3.7  Galvanic Skin Response (GSR) Sensors  Galvanic skin response (GSR)
measures the continuous variation of electrical impedance of human skin which
enables the detection of psychological, emotional, and physiological parameters.

4.2.1.3.8  Temperature Sensors  Low-power temperature sensors drive an electric


signal (voltage) that is proportional to the ambient temperature. Most small factor
temperature sensors are based on thermocouples, temperature-dependent
resistors, often called thermistors, or temperature-dependent transistors.

4.2.1.3.9  Biochemical Sensors  Integrating biochemical sensors within IoT and


wearable technology is the focus of many companies who are looking for
innovative ways to capture and analyze new health-related data.
Research has shown that monitoring the sodium concentration in human sweat
serves as an indicator of the person’s electrolytic balance and general well-being.
To that point, recent studies report the potentials of epidermal transfer tattoo-
based potentiometric sensor attached to a compact wireless transmitter for nonin-
vasive sweat monitoring. Another recent study reports a sensor that measures the
acetone concentration in breath which is released as a metabolism byproduct to
determine whether the user is burning fat.

4.2.1.3.10  Electroencephalograph (EEG) Sensors  The EEG sensor is essentially a


signal amplifier for detecting a brain’s electrical activity from the head’s surface
where the neurons generate extremely small amplitudes of voltage.

4.2.1.3.11  Optical Heart Rate Sensors  Based on the pulse oximetry technique,
these optical sensors distinguish between the optical features of the oxygenated
and de-oxygenated hemoglobin. The monitor consists of a red LED and optical
detector which measures the light reflectance or absorbance during the
oxygenation and de-oxygenation cycle, and the heart rate is then determined.

4.2.1.3.12  Gesture Sensors  Gesture sensors aim at enhancing the user interface
in an electronic device which is usually achieved by enabling a coherent display
and touchless communication. Most modern gesture sensors used in wearables
utilize four directional photodiodes to sense infrared energy to convert direction,
distance, and velocity information to digital information. Other gestures sensors
are based on an RGBC sensor, which provides red, green, blue, and clear light
sensing which in turn detects light intensity under different lighting conditions.
Digital ambient light sensing (DALS), on the other hand, incorporates a
photodiode, an amplifier, and an analog-to-digital convertor, in a single chip.
4.2  ­Hardware Components Inside IoT and Wearable Device 83

4.2.1.3.13  Proximity Sensors  Proximity sensors detect the presence of objects


without a physical contact and produce an output in the form of an electromagnetic
field or electric signal, while analyzing changes in the return signal. These sensors
use light, sound, or ultrasonic sensitive components to detect objects and consist
of an emitter and a receiver.

4.2.1.3.14  Capacitive and  Inductive Sensors  These sensors are based on a high
frequency oscillator that creates a field in the immediate proximity of the sensing
surface. The presence of an object in this proximity creates a change of the
oscillation amplitude where the positive and negative peaks are identified by
another unit that triggers the change of the sensor’s output. The operation of
many sensors and interface components is based on capacitive and inductive
sensors, including position, humidity, fluid level, and acceleration sensors, in
addition to trackpads and touch screens.

4.2.1.3.15  Passive Infrared (PIR)  A passive infrared sensor is used to measure


infrared light radiating from objects. They are commonly used in security alarms
and auto lighting systems.
PIRs are made of a pyroelectric detector, which is an infrared-sensitive element.
The sensor in motion detectors is wired as two halves to avoid measuring average
IR levels. For a static object emitting IR, the produced voltages from the two halves
cancel each other out. If one half detects more or less IR radiation than the other,
a voltage will be produced to indicate a motion.

4.2.1.3.16 LiDAR  LiDAR, also known as laser altimetry, is an acronym for light


detection and ranging. It refers to a remote sensing technology that emits a focused
light wave and calculates the time it takes for the reflected wave to be detected by
the sensor in order to find ranges or distances. In theory, LiDAR is similar to the
old radar (radio detecting and ranging) technology, except that it is based on
discrete pulsing of laser. The object’s coordinates are obtained from the time
difference between the transmitted laser and the received, the angle at which the
laser was transmitted, and the reference location of the sensor.

4.2.1.4  Wireless Sensors


A crucial aspect of the sensor system is the ability to provide means of transmit-
ting the perceived information to an external processing unit or an actuator.
Obviously, a wireless transmission provides mobility, portability, and convenience
and enables the sensor to be deployed more flexibly.
Moreover, wireless sensors can be grouped together to form a network in order
to provide a more sophisticated set of data and/or to communicate and exchange
information. Sensors in a common network (wireless sensor network (WSN))
share data either through nodes that combine information at a gateway or where
84 4 Hardware

each sensor connects directly to gateways which act as bridges that connect the
sensors to the Internet.

4.2.1.5  Multisensor Modules


Multisensor modules combine a wide range of sensors in addition to a limited-
power processing unit, communication capability, cloud connectivity, and other
peripherals. These modules are typically used as development platforms for the
design and prototyping of IoT systems.
The Texas Instruments (TI) CC2650 SensorTag powered by a single coin cell
battery, for example, is one of the most commonly used modules, and features the
following components in a single package:
Sensor input
Ambient light sensor (TI Light Sensor OPT3001)
Infrared temperature sensor (TI Thermopile infrared TMP007)
Ambient temperature sensor (TI light sensor OPT3001)
Accelerometer (Invensense MPU-9250)
Gyroscope (Invensense MPU-9250)
Magnetometer (Bosch SensorTec BMP280)
Altimeter/Pressure sensor (Bosch SensorTec BMP280)
Humidity sensor (TI HDC1000)
MEMS microphone (Knowles SPH0641LU4H)
Magnetic sensor (Bosch SensorTec BMP280)
Push-button GPIOs
Reed relay (Meder MK24)
Output components
Buzzer/speaker
LEDs
Communications
Bluetooth Low Energy (Bluetooth Smart)
ZigBee
6LoWPAN
The module uses a processing module that includes an extremely low-power
CPU (ARM Cortex M3) with a 128 KB of flash memory and 20 KB of static RAM
(SRAM). While power-efficient, this limits the amount of processing and
resources on this system. Typically, such limited-power devices will need to be
supplemented by a gateway, router, smartphone, etc. Another module used for IoT
­prototyping is the PRISM introduced by Eleco with the following specification:
Communications: Bluetooth 4.0 (BLE)
Microcontroller: ARM Cortex-M0+ 32 bit
4.2  ­Hardware Components Inside IoT and Wearable Device 85

Power source voltage: +2.35–3.3 V


Consumption current: 5 mA (Peak current)
Standby current: 8 μA
Accelerometer: 3-axis ±2G (max. ±16G)
Compass: 3-axis ±1300 μT
Thermometer: −40 to +120 °C
Hygrometer (A hygrometer is a sensor used to measure humidity and water vapor
in the atmosphere, in soil, or in confined spaces): 0–100%
Barometer: 300–1200 hPa
Illuminometer: 0–128 kLx
UV meter: UV index 0–11+

4.2.1.6  Signal Conditioning for Sensors


The voltages produced by analog sensors are extremely small (ranges from pico-
volts to millivolts). Thus, they need to be amplified before they can be used as an
input to the analog-to-digital conversion stage. Such amplification is only one part
of the signal conditioning process. Impedance matching, input-output isolation,
and filtering may also be required before the signal can be processed and analyzed.

4.2.2 Actuators
Unlike sensors that provide information about a process/environment, actuators
provide action. Actuators typically receive some type of control signal based on
sensors’ data that triggers a physical effect.
Actuators can also vary in type, function, and area of application. Some com-
mon categorizations are based on power, motion, and industry.
The most powerful use cases in IoT and wearable technology are those where
sensors and actuators work together in an intelligent, complementing, and har-
monious fashion. Such combination can be utilized to solve problems by simply
elevating the data that sensors provide to actionable insight that can be acted on
by work-producing actuators.2 Examples of actuators include motors, relays,3
speakers, and lights. Just like a sensor, an actuator may need a conditioning and/
or driving circuit. Figure 4.2 depicts a signal flow in a sensor/actuator-based system.

2  Haptics, also known as kinaesthetic communication refers to the recreation of touch


experience by applying forces, vibrations, or motions to the user using a variety of actuators.
3  A relay is a binary actuator that has two stable states, either latched (when energized) or
unlatched when de-energized. The most popular relays are as follows: electromagnetic relays,
which are constructed with electrical, mechanical and magnetic components, and have
operating coil and mechanical contacts; solid-state relays, which use solid-state components to
perform the switching mechanism without moving any parts; and hybrid relays.
86 4 Hardware

Communication
module

Processing unit Energy source

ADC and DAC

Signal conditioning
and driving

Sensor and/or
actuator

Figure 4.2  Sensor and actuator signal flow in a system.

4.2.3  Microcontrollers, Microprocessors, SoC,


and Development Boards
The most essential component and what makes IoT and wearables a smart tech-
nology is either a microprocessor or a microcontroller.
A microprocessor incorporates the functions of a computer’s central processing
unit (CPU) in a single integrated circuit (IC) chip. It accepts digital data as input,
processes it according to a sequence of instructions stored in the memory, and
delivers results as output. Microprocessors are used in everything from the small-
est handheld devices to the most powerful supercomputers. Microcontrollers,
4.2  ­Hardware Components Inside IoT and Wearable Device 87

on the other hand, also have a RAM, ROM, and other peripherals integrated
within a single chip along with the CPU.
The choice of the microprocessor in IoT and wearables is driven by the application,
industry, and functions performed by the device. For most applications, a general
purpose microprocessor unit would suffice; however, highly specialized devices
would most likely require a dedicated application processor. It should be noted
that nowadays microprocessor manufacturers incorporate most of the functions
in a single chip which is crucial in reducing the overall size and cost of a wearable
device. For example, the 32-bit ARM processor, which is a reduced instruction set
computer (RISC) architecture developed by Advanced RISC Machines (ARM), is
very common in IoT and wearables as it provides a sufficiently powerful compu-
tational performance and energy efficiency.
Another popular microcontroller is the Programmable System on Chip (PSoC)4
developed by Cypress Semiconductor which integrates programmable analog
and digital functionalities in a single chip utilizing the power of an ARM cortex-M
core architecture.
It is also worth mentioning that some advanced devices have a separate coproc-
essor (sensor hub) dedicated to handle the sensors’ data. This is critical when the
device has a large amount of sensors data that needs to be processed in real time,
which requires an uninterrupted CPU attention. This function is widely known as
“sensor fusion.”
It should also be noted that based on the features offered by the IoT or wearable
product, the device may or may not require a specific operating system. For
instance, a light-weight RTOS (real-time operating system) may be more than suf-
ficient to operate a wristwatch that measures temperature, tracks a user’s move-
ment using a simple accelerometer, and displays time on a basic LCD display. On
the other hand, a sophisticated smart watch that serves as an extension of a user’s
mobile phone needs to run an advanced operating system such as an iOS or
Android.
A development board, on the other hand, is a prototyping solution that features
a low-power CPU which typically supports various programming environments.
The board, in essence, is a printed circuit board containing a microcontroller unit,
interfacing circuitry, power management unit, and communication capability.

4  A System on Chip (SoC) refers to a grouping of all the components of an electronic system
in a single-integrated circuit. In addition to the processing unit, memory, and bus, a SoC may
contain a sensor(s), communication capability and other components that deal with data
compression, data filtering, etc.
88 4 Hardware

A supporting firmware in addition to data transfer to a cloud-based server is


typically included.
Developing IoT and wearable applications is now more accessible with the
growing availability of low-cost, off-the-shelf development boards, platforms, and
prototyping kits. Such modular hardware offers greater flexibility to the designer.
While a microcontroller is a SoC that provides data processing and storage capa-
bilities, a single board computer (SBC) is a step-up from microcontrollers. It
allows the user to connect peripheral devices like keyboards and screens, in addi-
tion to offering more processing power and memory.
Sensors and actuators connect to the microcontroller and microcomputer
through analog and digital general purpose input/output (GPIO) pins or through
a bus. Standard communication protocols like SPI and I2C are used for in-device
communication.
The ARM Cortex-M processors are very widely used in IoT and wearables. They
support multiple clock and power domains. They also support advanced low-
power techniques and provide different sleep modes. Below is a comparison
between different M processors:
Cortex-M0 processor: The smallest ARM processor which makes it ideal for
low-cost microcontrollers for general data handling and simple input–output con-
trol tasks.
Cortex-M0+ processor: The most energy-efficient ARM processor. It features
the same instruction set as Cortex-M0; in addition to IoT and wearable applica-
tion, it is suitable for general data handling and input–output operations.
Cortex-M3 processor: This one is by far the most popular ARM processor used
in high-performance microcontrollers that are also energy efficient.
Cortex-M4 processor: This processor features all the functions of the Cortex-M3
processor, with additional instructions to support Digital Signal Processing (DSP)
operations.
Cortex-M7 processor: The highest performance processor with open memory
interface options and a more powerful DSP performance.
Cortex-M23 processor: This processor is similar to the Cortex-M0+ processor,
but features a newer architecture version called ARMv8-M, which adds a security
extension and several additional instructions.
Cortex-M33 processor: This processor is similar to the Cortex-M3/M4 processor
but also supports ARMv8-M architecture in addition to enhanced system level
features.
FPGA (field-programmable gate arrays), on the other hand, are integrated cir-
cuits which are groups of programmable logic gates, memory, and other elements.
FPGAs could be coupled with a processor to interface with the outside world, to
provide lowest power, lowest latency and best determinism, and to leverage more
4.2  ­Hardware Components Inside IoT and Wearable Device 89

Figure 4.3  The arm MPS2 + FPGA prototyping board. The platform offers a large FPGA
for prototyping Cortex-M based designs with a range of debug options. Source: Photo
courtesy of ARM.

advanced software functions such as web services or security packages.


Figure 4.3 shows a typical FPGA development board.

4.2.3.1  Selecting the Right Processing Unit for Your IoT


or Wearable Device
There are a plethora of development boards, microcontrollers, and microproces-
sors available in the market and selecting the right one is dependent on a number
of factors and is highly bounded by the targeted application. Below are some
important factors the product developer should be aware of:
●● Compatibility: Does the unit support the sensors and actuators required in
your project?
●● I/O Support: The number of Input/Output ports determines the number of
sensors and actuators that can be used in the project.
●● Architecture: Can the architecture handle the complexity of your project?
Selecting the right architecture depends on the functional requirements of your
project and how much computing power your application will need.
90 4 Hardware

●● Clock Speed and Memory: Is the processing unit equipped with adequate
memory for your project? Also, some IoT or wearable applications will run ade-
quately at low speeds, some will run the processor at higher speed to achieve a
more demanding task, and some may have different clock needs depending on
the dynamics of the application. The designer needs to make an informed deci-
sion concerning this before prototyping.
●● Power Requirement: How much power will the unit need? What is its power
consumption while in action and during idle time? Energy efficiency is
extremely important for wearables and mobile/portable (nonwired) IoT
applications.
●● Customer and Community Support: Is good documentation for your unit
available? Is customer support reputable and reliable? This is crucial when
it comes to making informed decisions on how to professionally use
your unit.
●● Add-On Capabilities: Some wearable and IoT applications may require DSP
capability for analysis and modification of signals. Hence, a dedicated digital
signal processor may be required onboard.
●● Connectivity: IoT and most wearables must have a form of connectivity. The
availability of connectivity type(s), such as Ethernet, WLAN, and BLE, needed
for the project on board is a great advantage.
●● Security: Security is of paramount importance in IoT and wearable devices.
Hardware support for security may be required or preferred in some applications.
Because IoT and wearable technology cover a wide spectrum of applications,
processing and wireless requirements vary drastically. For example, some weara-
ble devices perform a small amount of processing and merely upload data to the
cloud. Such devices use low-cost, low-power microcontrollers. The wireless con-
nectivity is typically integrated within the board. Other devices, such as smart
watches and security cameras, require upper-scale processors for data analysis or
driving a display.
It is also worth noting that many smart devices in the market today use repur-
posed smartphone processors. However, other companies have gone the extra
mile and designed processors dedicated for IoT devices and wearables.

4.2.4  Wireless Connectivity Unit


Clearly, wireless connectivity is of paramount importance in IoT and wearable
devices as most of them need to interact with a networking device. Supporting
one or more wireless communication protocols such as Wi-Fi, BLE, and IEEE
802.15.4 LR-WPAN (Low Rate Wireless Personal Area Network) is typically
required in these devices.
4.2  ­Hardware Components Inside IoT and Wearable Device 91

Obviously, no wireless transmission is possible without an antenna, and thus,


the functionality and efficiency of any IoT or wearable device with a wireless con-
nectivity are primarily dependent on the properties of the integrated antenna unit.5
In general, the nature of small-form factor IoT and wearable devices requires
the integrated wireless connectivity components to be compact, light-weight, low-
profile, and mechanically robust, simultaneously. They also must exhibit reliabil-
ity, high efficiency, and desirable radiation characteristics.
In wearable technology, there are a number of additional challenges that engineers
face when designing antennas and wireless systems that do not exist in conventional
wireless units which will be discussed in Chapter 6.
Designers must choose between laying out their own RF transceiver chip,
antenna, and impedance matching circuit in the form of a chip or a PCB or going
for off-the-shelf RF modules. Designing a dedicated PCB that meets the require-
ments of electromagnetic compatibility (EMC), electromagnetic interference (EMI),
and regulations could be a very lengthy and expensive process.
The commercially available system-in-package (SiP) RF modules integrate all the
necessary components, including the antenna, and they typically come pretested
and precertified. This minimizes a lot of design complexity and reduces development
time, energy, and risks, which allow developers to focus on their target ­applications.
Figures 4.4 and 4.5 show a printed monopole antenna and typical radiation patterns
of monopole/dipole, and microstrip antennas, respectively.

4.2.5  Battery Technology


When designing an IoT or a wearable product, it is important to consider through-
out the design process how the performance of the device will affect its energy
budget. Energy consumption, battery capacity, and duty cycles are among the key
components of the energy budget.
Although computer architects are thriving to produce ultra-low-power micro-
processors and microcontrollers, the power demand is still high due to a larger
size, higher resolution displays, and multiple apps that are in use simultaneously.
Unfortunately, there is no version of Moore’s law that applies to batteries as the
annual improvement rate in battery capacity does not exceed 8%.

5  Antennas are electromagnetic radiators that convert electrical currents to electromagnetic


waves at the transmitting end and from electromagnetic back to electrical currents on the
receiving end. The most common types of antennas in terms of radiation are omni-directional
and directional antennas. Omni-directional antennas radiate its energy in all directions equally
except top and bottom (donut-shaped radiation pattern), whereas a directional antenna will
focus its energy in a certain direction. Common antennas in IoT and wearable devices are as
follows: chip, PCB, and wire antennas.
92 4 Hardware

Figure 4.4  Printed monopole antenna intended for integration within flexible
electronics.

According to a recent study, one-third of Americans who have a wearable device


stop using it within the first six months due to battery life limitation.6
Lithium-based rechargeable batteries have become the obvious choice in hand-
held applications since its commercial debut in the early 1990s. There are several
reasons attributed to its dominance: higher cell voltage compared to Ni-based bat-
teries, lighter weight, higher energy density, relatively simpler manufacturing
process, and higher recharge-ability rate. It should be noted that the principal
difference between lithium ion and lithium polymer (the main Li-based battery
technologies) is that lithium ion has a higher capacity, whereas the lithium poly-
mer is lighter in weight.
On the other hand, both flexible and printed batteries offer promising compact
solutions for wearable devices such as in transdermal drug delivery patches, tem-
perature sensors, and RFID tags. These include polymeric lithium, solid-state,
printed zinc-based batteries, in addition to flexible supercapacitors.

6  Moore’s law refers to an observation pointed out by Gordon Moore (a co-founder of Intel
Corp.). His observation concludes that the number of transistors per square inch in integrated
circuits is doubled each year. Although the rate seemed to hold true from 1975 until around
2012, the rate started to slow in 2013, and in 2015, Gordon Moore himself stated that the growth
rate would reach saturation in the following decade.
dBi dBi
2.22 7.19
1.94 6.29
1.66 5.39
1.39 4.49
1.11 3.59
y 0.832 2.7
0.555 z 1.8
0.277 0.898
0 0
–4.72 –4.1
–9.45 –8.2
–14.2 –12.3
–18.9 –16.4
–23.6 –20.5
–28.3 y –24.6
–33.1 –28.7
–37.8 –32.8

y
z
Phi
x y
x
z
x

Figure 4.5  Omni directional radiation pattern (left), and semi-directional (hemi-spherical radiation pattern (right).
94 4 Hardware

Another compact option is using a miniaturized packaging of traditional batter-


ies, as in the battery offered by Panasonic that is available in a cylindrical package
of 3.5 mm diameter and 2 cm length.
It is also worth noting that wireless battery charging is already available in the
market for smartphones and related accessories and will be naturally adopted by
IoT and wearable devices. Wireless charging provides efficient power transfer to
batteries through either RF power over a distance or via inductive coupling where
a transmitting coil provides an electromagnetic field that transfers energy to a
closely positioned receiving coil.
In some applications, the relatively short battery life adds significant cost to a
given system over its lifetime. The battery unit itself may be inexpensive, but the
costs associated with the system downtime when the battery is drained (or during
replacement) can add additional costs over a product’s lifecycle.
Solar energy is potentially capable of harvesting significantly more power than
many other alternative energy sources like thermoelectric and piezoelectric trans-
ducers, electrodynamic switches, and ambient RF signals. Hence, integrating a
solar panel into IoT, and in some applications, wearables, could be a tangible solu-
tion. Solar panels can harvest light energy both indoors and outdoors providing a
source of consistent power, thus increasing the lifetime of the product while
reducing the total cost for the end user.

4.2.5.1  Power Management Circuits


Embedding signal conditioning within the sensor provides some considerable
advantages. The data that are sent to the microcontroller unit will be swiftly and
easily interpreted by the application, which gives rise to less power being con-
sumed by the microcontroller.
Depending on the type of battery used in the device, there is often a require-
ment for step-up boost converters or boost-switching regulators.7 A careful choice
can make a huge impact on the system’s overall power consumption.
For more complex devices, a power management integrated circuit (PMIC) pro-
vides a more precise control over the entire system. From a single power source,
one can derive multiple voltage rails to power different components of an embed-
ded system. A PMIC may also offer additional functionality for general system
control, such as timers, voltage sequencing, and reset capability.
It is also worth noting that in addition to using low-power semiconductor com-
ponents, utilizing software techniques, including stacks, encryption, and data
processing, are key considerations. Each of these design factors can have a signifi-
cant impact on the system’s overall power budget.

7  Step-up switching converters, also called boost switching regulators, enable a higher
voltage output than the input voltage. The output is regulated, as long as the power draw is
within the specified output power.
4.3  ­Conclusio 95

4.2.6  Displays and Other User Interface Elements


How a user interacts with an IoT or wearable device is an essential design aspect.
Complexity should be minimized, and the interactive experience should be as
intuitive as possible.
Inherited from mobile phones and handheld electronics, displays with capaci-
tive touch screen capability are the obvious choice in providing a user with a feed-
back and/or a user interface platform.
The emergence of flexible and curved displays is considered as the major break-
through in wearable display technology, and their introduction to the electronics
market was certainly driven by wearables.
Organic light-emitting diode (OLED)-based displays, which emits light from an
organic compound layer in response to electric current, has substantial perfor-
mance advantages in wearables. By only powering the active pixels, a considera-
ble amount of energy can be saved. Furthermore, OLED offers a borderless and
semitransparent projection which gives rise to an improved user experience espe-
cially in smart glasses applications.
Another noteworthy example of wearable technology-driven development in
display technology is the digital light processing (DLP). It has many performance
gains over traditional Liquid-crystal display (LCD)-based projectors since it ena-
bles noise-free, precise image quality, and color reproduction capability.
In addition to touch screens, buttons, switches, knobs, and sliders, there are
other ways a user can electronically interact with the smart device. Other impor-
tant elements used in IoT and wearables include buzzers and vibrating motors
which are essential in alerting the user when certain activities take place. For
instance, the vibrating motor in smart watches is utilized to alert a user when a
message is received. LEDs and digital segment displays are also very commonly
used in wearables to provide feedback.

4.2.7  Microphones and Speakers


Many IoT devices and wearables have integrated microphone and speaker to per-
form voice commands through a user interface platform. Different types of micro-
phones and speakers can be embedded in these devices including piezoelectric
MEMS microphones and microspeakers.

4.3  ­Conclusion

Advancement across the various disciplines of electrical engineering offers unique


advantages and opportunities to interact with and influence our environment.
This is the basis of IoT and wearable technology, and it opens up a world of novel
and innovative possibilities. Embedding sensors and/or actuators within ordinary
96 4 Hardware

objects and networking them is a great way to enable advanced and well-coordinated
automations that improves efficiency, saves costs, and convenience.
This Chapter introduced sensors and actuators and their characteristics. It also
included descriptions and practical examples of microprocessors and basic guide-
lines to choose the right one for a given application. Additionally, discussions on
wireless communication modules, energy sources and management circuits, and
various other peripheral components in IoT and wearable devices were provided.

Problems

1 Based on the anatomy of a general connected device depicted in Figure 4.1,


sketch a similar diagram pertaining a smart watch.

2 Based on the anatomy of a general connected device depicted in Figure 4.1,


sketch a similar diagram pertaining a smart camera-based smart lock and
doorbell system.

3 Pick a wearable or IoT device of your choice, then list all of the device’s com-
ponents (external and internal).

4 What is a MEMS sensor? Research five examples from the literature and
compare between their mechanisms of operation.

5 What are the different types of accelerometers? How would you characterize
a typical one?

6 What are some of the most common types of thermocouples?

7 Research the most common types of motors used in IoT and wearable
applications.

8 What would be a good choice of an antenna topology for a fitness


tracker? Why?

9 What would be a good microprocessor/microcontroller choice for a wearable


device that makes one heart rate reading every six hours? Justify your choice.

10 You are tasked to prototype a virtual home assistant (i.e. similar to Amazon Echo
Dot). Make a list of all the tasks needed to create such a device, along with a list
of all the components needed based on what you have learned in this chapter.
­Further Reading 97

Technical Interview Questions

1 What is the difference between microprocessors, microcomputers, and


microcontrollers?

2 What are some of the common errors found in embedded systems?

3 What is the difference between an active and a passive transducer?

4 What are the elements of a conditioning circuit? Why is it needed in sensing


systems?

5 What is a PMIC? Why is it needed in IoT and wearable devices?

6 Draw a functional block diagram of a sensing system.

7 In antennas, what is a return loss and VSWR? How are they related?

8 Sketch a physical design and PCB with all the necessary components for a
smart light bulb.

9 You are given a PCB, explain the potential sources of noise.

10 Which type of technology would you choose for a touch screen on a con-
nected device?

11 What is a nonlinear phase filter? Derive group delay for this filter.

12 There is a new sensor being developed. What is your approach to test it?

13 What are the electrical and mechanical properties of flex cables?

14 How is a pressure sensor fabricated?

15 What is the difference between TTL and CMOS?

­Further Reading

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Interfacing of proximity sensor with My-RIO toolkit using labVIEW. International
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Ahson, S.A. and Ilyas, M. (2011). Near Field Communications Handbook (Internet and
Communications). Boca Raton, FL: CRC Press Taylor and Francis, 23 September).
ISBN-10: 1420088149.
Atzori, L., Iera, A., and Morabito, G. (2010). The internet of things: a survey.
Computer Networks 54 (15): 2787–2805.
Azuma, R., Behringer, R., Feiner, S. et al. (2001). Recent advances in augmented
reality. Computers & Graphics 21: 34–47.
Banaee, H., Ahmed, M.U., and Loutfi, A. (2013). Data mining for wearable sensors in
health monitoring systems: a review of recent trends and challenges. Sensors 13
(12): 17472–17500.
Bennett, T.R., Jafari, R., and Gans, N. (2014). Motion based acceleration correction
for improved sensor orientation estimates. 2014 11th International Conference on
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Bierl, L. (1996). Precise Measurements with the MSP430. Dallas, TX: Texas
Instruments.
Bilal, M. (2017). “A review of internet of things architecture”, technologies and
analysis smartphone-based attacks against 3D printers. arXiv preprint
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Botterman, M. (2009). For the European commission information society and media
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Cox, D. (2012). Implementing Ohmmeter/Temperature Sensor; Microchip
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restaurant applications. Proceedings of The 1st IEEE International Conference on
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101

Communication Protocols and Technologies

5.1 ­Introduction

IoT and most wearable devices must connect to a network for their data to be
transported and utilized. In addition to the wide range of components that make
up these devices, there are also several communication technologies and protocols
used to connect them.
Protocols ensure that data from one device or sensor are reliably and securely
delivered and understood by another device or system. Given the diverse array of
IoT and wearable devices available, using the right protocol in the right context is
of paramount importance.
There exists an overwhelming number of connectivity options for designers
working on products and systems for IoT and wearable technology. How protocols
and standards support secure and reliable data exchange in the ecosystem is a
question that any serious designer should know the answer to. It is important to
take into account the application requirements, architecture, and factors that
impact signal quality, bandwidth, and range.
This Chapter takes a look at the characteristics and basics of the communica-
tion protocols that IoT and wearables employ for their data exchange, along with
a dive into some of the most common technologies being deployed today.

5.2  ­Types of Networks

As we saw in the previous chapters, IoT and wearable system in general use a three‐
layer architecture: devices, gateways, and data centers/cloud. The communication
can be between the devices themselves, a device and gateway, a gateway to a data
center, or between data centers.

Fundamentals of IoT and Wearable Technology Design, First Edition. Haider Raad.


© 2021 by The Institute of Electrical and Electronics Engineers, Inc.
Published 2021 by John Wiley & Sons, Inc.
102 5  Communication Protocols and Technologies

Computer networks are typically categorized based on the range they provide. The
size of a network in IoT and wearables can vary from connecting two devices within
the user’s body to two smart systems communicating across the world. Below is a list
of the most popular types of networks used in IoT and wearable technology:
Body Area Network (BAN): A network that connects devices within or inside
the user’s body such as wearables, insertables, and implants. This type of network
is also known as a wireless body area network (WBAN), body sensor network
(BSN), or medical body area network (MBAN).
Personal Area Network (PAN): A network that connects devices within a
room or a radius of a person’s workspace such as wearables, laptops, and personal
gadgets powered by Bluetooth and ZigBee communication protocols. A wireless
PAN (WPAN) covers anywhere between a few inches and a about 30 ft.
Local Area Network (LAN): A network that connects devices within a prem-
ise or building. Ethernet and Wi‐Fi are LAN’s two most common technologies.
Campus/Corporate Area Network (CAN): A network that combines smaller
local area networks within a limited geographical area such as a university, school
district, or an enterprise.
Metropolitan Area Network (MAN): A network that connects multiple
LANs within a metro city into a bigger network.
WAN (Wide Area Network): A network that integrates multiple LANs and MANs
into a single large network laid out across a wide geographical area such as a country.
Figure 5.1 depicts the major types of networks.
An example of a LAN setup is depicted below in Figure 5.2.

WAN

MAN

CAN

LAN

PAN

BAN

Figure 5.1  Types of computer networks.


5.3  ­Network Topologie 103

Internet

Modem

Ethernet PC2

Wireless router

PC1
Wi-Fi

Laptop 1 Wi-Fi smartwatch Smartphone IoT utility IoT


lightbulb

Figure 5.2  An example of a local area network with a diversity of devices.

5.3  ­Network Topologies

Networks can also be categorized according to their connectivity configuration,


i.e. topology. A network topology refers to how computers, printers, and other
devices are connected, and describes the layout and routing paths of such
­connections in a given network. When referring to topology in the context of IoT
and wearable technology, it describes how sensors, actuators, gateways, and serv-
ers communicate with one another. There are a number of common topologies
used in the field of IoT and wearable technologies, including point to point,
mesh, bus, ring, and star.

5.3.1  Mesh
Mesh topology is a type of connection where all nodes work together to distribute
data in a network. The primary advantage of this topology is that it uses low power
and shorter links (typically less than 100 ft), which promotes a longer battery life.
104 5  Communication Protocols and Technologies

The main disadvantage, however, is that if one node goes down, an entire piece of
the network can fail due to the interconnected nature of mesh networks. This
topology is commonly found in IoT deployments and typically used in home auto-
mation and smart buildings utilizing protocols such as ZigBee, Thread, and
Z‐Wave.

5.3.2 Star
The star network is one of the most common network topologies. In this topology,
every host is connected to a central hub that acts as a conduit to transmit mes-
sages. An advantage of star topology is that all the complexity in the network is
driven to a central node, which also introduces a single point of failure.

5.3.3 Bus
Bus topology is a simple and easy to install network configuration in which each
node is connected to a common cable (bus). Data is transmitted in either direction
along the bus until it reaches its intended destination. However, there is a single
point of failure: If the bus fails, the entire network fails. This topology can be used
in sensor networks that are physically wired together.

5.3.4  Ring
A ring topology, which is not common in IoT and wearable technology but worth
mentioning here, is technically a bus topology arranged in a closed loop where
data are transmitted around the ring in one direction. When one node passes data
to a destination, the data have to go through each intermediate node. These
­intermediate nodes retransmit the data (acting as a data repeater) which keep the
signal strong over a long distance.

5.3.5  Point to Point


A point‐to‐point network topology is very common in wearable technology where
a direct connection is established between two nodes in a network. An example
of this type of network is a Bluetooth link between a smartphone and a fitness
tracker.
Low cost and simplicity are the main advantages of point‐to‐point topology;
however, the network is not scalable beyond these two nodes; therefore, it is not
suitable for typical IoT applications where a multitude of nodes (i.e. sensors,
smart objects) exists in the network and in need of communicating with each
other. Figure 5.3 shows some common types of network topologies.
5.4 ­Protocol 105

Bus Ring

Star Mesh

Tree

Figure 5.3  Common types of network topologies.

5.4 ­Protocols

5.4.1  Application Layer Protocols


The reader may ask: why are there other protocols outside of HTTP to transport
data across a network? HTTP, the underlying protocol used by the World
Wide Web, has provided outstanding services and abilities for the Internet
in the past three decades, yet it was designed and aimed for general purpose
computing in client/server models. IoT and wearable devices, on the
other hand, can be very constrained in terms of power and bandwidth, which
triggers the need for a more efficient, secure, and scalable protocols for
managing different types of devices communicating via different network
topologies.
The application layer serves as the interface between the device and the end
user. Below are some widely used application layer protocols:
106 5  Communication Protocols and Technologies

5.4.1.1  Constrained Application Protocol (CoAP)


CoAP is an application layer protocol designed for use in resource‐constrained
Internet devices. While the existing Internet infrastructure is freely available and
can be used by any connected device, it often renders too heavy and power‐con-
suming for most applications in IoT and wearable technology. Conceived to sim-
plify the integration of HTTP‐based IoT systems with the web, CoAP relies on the
User Datagram Protocol (UDP) for ensuring secure and low overhead communi-
cation between network nodes.

5.4.1.2  Message Queuing Telemetry Transport (MQTT)


Probably the most widely adopted standard in the realm of IoT and wearables.
MQTT is a lightweight messaging protocol aimed for battery‐operated connected
devices; it has been especially designed for unreliable communication networks
in order to serve the growing number of low‐power smart objects.
MQTT is based on subscriber, publisher, and broker model. As mentioned in
Chapter 3, the sensor can be set up to be a publisher (publishes the required infor-
mation), the application can be set as the subscriber (receives the information),
and an intermediate system is set up to act as a broker to relay the information
between the publisher and the subscriber.
Despite its advantages, MQTT can be problematic in some applications due
to the dependency on TCP for transmission of messages and managing long
topic names. Moreover, MQTT does not support a well‐defined data represen-
tation and a structure model for device management, which leaves the imple-
mentation of its capabilities for data and device management platform to be
vendor‐specific.

5.4.1.3  Extensible Messaging and Presence Protocol (XMPP)


XMPP is an open standard and is based on Extensible Markup Language (XML)
for real‐time communication with proven scalability and security. XMPP has been
around for a while, and before its use in IoT, it has been used widely in other
applications including Voice over IP (VoIP) and instant messaging.
XMPP is accessible through any programming language which makes it very
flexible; however, it has a larger overhead compared to lightweight protocols such
as MQTT. Another drawback of XMPP is that it does not offer quality of service
(QoS) or end‐to‐end encryption.

5.4.1.4  Data Distribution Service (DDS)


DDS is a peer‐to‐peer protocol developed by the Object Management Group
(OMG) for real‐time, scalable, and high‐performance communications in IoT and
M2M. DDS aims at simplifying deployment, increasing reliability, and reducing
complexity.
5.4 ­Protocol 107

5.4.1.5  AMQP (Advanced Message Queuing Protocol)


AMPQ is an open application layer protocol designed to enable interoperability in
message‐oriented middleware environments.

5.4.2  Transport Layer Protocols


This layer is responsible for an end‐to‐end communication over a network across
multiple layers.

5.4.2.1  Transmission Control Protocol (TCP)


TCP is the dominant protocol in the Internet world. It breaks down large sets of
data into packets that can be forwarded and reassembled as needed.

5.4.2.2  User Datagram Protocol (UDP)


UDP is used primarily for establishing low‐latency and lossless connections over
the network.

5.4.3  Network Layer Protocols


The network layer provides data routing paths for network communication and
is responsible for packet forwarding including routing through intermediate
routers.

5.4.3.1  IPv4 and IPv6


IPv4 and IPv6 are the two major versions of the Internet Protocol responsible for
the delivery of data packets between computing nodes over the Internet and for
uniquely identifying these nodes using IP addresses. Data packets include head-
ers, which are metadata related to the data packet in addition to the actual data
itself. The metadata includes important information such as sender and recipient
IP addresses.
Due to the exponential increase in connected devices, we started to run out of
IPv4 addresses. The solution is for IPv6 with a 128‐bit destination address size to
accommodate this increase along with improved routing and security.

5.4.3.2  6LoWPAN
6LoWPAN stands for IPV6 over low‐power wireless personal area networks. It’s a
standard aimed at enabling battery‐operated IoT and wearable devices, which
often operate under constrained power budget to communicate using IPV6 pack-
ets. 6LoWPAN uses header compression and other power saving techniques
allowing devices to communicate over IEEE 802.15.4 networks which defines the
operation of low‐rate WPANs.
108 5  Communication Protocols and Technologies

5.4.3.3 RPL
RPL is a routing protocol designed for low power and networks with low‐power
devices which may experience packet loss (lossy networks). RPL is optimized for
multi‐hop and many‐to‐one communication, but also supports one‐to‐one
messages.
RPL protocol is typically implemented in wireless sensor networks, and the
most used operating system for its realization is Contiki which is an open‐source
OS developed for use in lower‐end computers and microcontrollers.

5.4.3.4  Thread
A relatively new IP‐based open‐standard networking protocol, Thread, is a low‐
power wireless mesh networking protocol designed for smart home applications.
Thread allows IoT devices to connect directly to the cloud with improved security
and reliability.

5.4.3.5  LoRaWAN
LoRaWAN (long‐range wide area network) is a network protocol designed with
low power IoT devices in mind. LoRaWAN is a medium access control (MAC)
layer (a sublayer of the data link layer) protocol but acts mainly as a network layer
protocol for managing communication between gateways and end‐point devices.
Stacks for the Web and connected devices are shown in Figure 5.4.

5.4.4  Protocols and Technologies in Physical and Data Link Layers


The physical and data link layers comprise devices and physical networks
connecting them with other devices, network, and/or gateways. When designing

HTTP, FTP, SMTP Application MQTT, CoAP, AMPQ, XMPP


layer

UDP, TCP Transport UDP


layer

IPv6, IPv4 Network IPv6, 6LoPAN, RPL, thread


layer

Physical & data


Wi-Fi, Ethernet Wi-Fi, ZigBee, BLE, cellular
link layer

Figure 5.4  Typical TCP/IP stack (left), IoT/wearable devices protocol stack (right).
5.4 ­Protocol 109

a new connected product, there are a bewildering number of protocols, standards,


and technologies to choose from.
In a perfect world, networks would consume extremely small amount of power,
offer a very wide range of coverage, and have a very large bandwidth. Unfortunately,
this does not exist at the moment.
The available connectivity options are all governed by a trade‐off between
power consumption, range, and bandwidth (data rate). Without focusing on wired
technologies1, below are some of the popular physical and data link layer wireless
protocols and technologies:

5.4.4.1  Short Range


5.4.4.1.1  Bluetooth (Short Range, High Data Rate, Low Power)  Bluetooth is a short‐
range wireless communications technology standard that can be found in most
smartphones and portable devices, which offers a major advantage for wearables
and other personal gadgets.
Bluetooth has been a well‐known technology for a long time, but not long
ago a new WPAN technology introduced by the Bluetooth Special Interest
Group (Bluetooth SIG) aimed at novel applications in the healthcare, weara-
bles, security, and home entertainment industries. Compared to the legacy
Bluetooth, Bluetooth Low Energy (BLE), formerly known as Bluetooth Smart,
provides considerably reduced power consumption and cost while maintain-
ing a comparable range.
Bluetooth can run various applications over different protocol stacks; however,
each one of these stacks uses the same Bluetooth link and physical layers.

5.4.4.1.2  NFC and RFID (Short Range, Low Data Rate, Low Power)  NFC (Near Field
Communication) offers a set of communication protocols and technologies using
electromagnetic fields that enable simple and secure two‐way interaction between
electronic devices.
NFC has its origins in radio‐frequency identification (RFID) technology, which
uses electromagnetic radiation to encode and receive information. Any NFC‐ena-
bled device has a microchip that is activated when it gets in close proximity to
another NFC‐enabled device (typically less than10 cm).
NFC solves many of the challenges associated with IoT and wearable devices
such as offering a simple tap‐and‐go mechanism which makes it easy and intuitive
to connect two different devices. Also, the short range feature of NFC prevents
against unauthorized access.

1  Ethernet for IoT is a simple and inexpensive wired connection solution that provides fast
data connection and low latency in stationary IoT applications.
110 5  Communication Protocols and Technologies

5.4.4.1.3  Z-Wave (Short Range, Low Data Rate, Low Power)  Z‐Wave is a low‐
power wireless communications technology that is primarily designed for IoT
products such as smart lighting, smart locks, and security and alarm among
many others.
This sub‐1 GHz band technology is designed for reliable and low‐latency com-
munication of small data packets. It is scalable (supports up to 232 devices) and
supports mesh networks without the need for a coordinator node.

5.4.4.2  Medium Range


5.4.4.2.1  Wi-Fi (Medium Range, High Data Rate, High Power)  The same good old
technology that connects most of our computers and gadgets to the Internet can
be used to connect IoT and wearable devices as well. Because Wi‐Fi consumes a
relatively higher energy compared to other technologies, it is often overlooked for
battery‐operated devices, but its pervasiveness and low cost make it a viable option
for certain applications. Wi‐Fi, depending on the operating frequency (2.4 and
5 GHz bands) and number of antennas can offer different ranges (up to 70 m
indoors), and data rates (600 Mbps maximum, but 150–200 Mbps is more typical).

5.4.4.2.2  ZigBee (Medium Range, Low Data Rates, Low Power)  ZigBee‐based
networks are characterized by low‐power consumption, low data rates (up to
250 kbps), and a line of sight connectivity range of up to 300 m, and 100 m for
indoors.
The ZigBee standard is a relatively simple, easy to install, scalable to thousands
of nodes, resistant to communication errors and unauthorized readings, and has
high security and robustness. Typical applications include wireless sensor networks
(WSNs) in M2M, IoT, and wearable technology applications.

5.4.4.3  Long Range


5.4.4.3.1  LPWAN and  LoRa (Long Range, Low Data Rate, Low Power)  Low‐power
wide‐area network (LPWAN) is a type of network that serves the needs of
applications requiring long‐distance communications but also with limited
power budget.
LoRa (Long Range) is an LPWAN technology that uses license‐free subgiga-
hertz bands like 433, 915, and 923 MHz. LoRa enables long range (2–5 km in urban
areas, 15 km in suburban areas) with low‐power consumption.

5.4.4.3.2  Sigfox (Long Range, Low Data Rate, Low Power)  Sigfox is an ultra‐
narrowband (UNB) technology based on binary phase‐shift keying (BPSK). Sigfox
encodes the data by taking very narrow slices of spectrum and changes the phase
of the RF carrier signal. This allows the receiver to only tune in to a small slice of
the spectrum aiming at mitigating the effect of noise. Achievable data rate in
5.4 ­Protocol 111

Sigfox is modest (up to 1 kbps) but it can support a wide range of up to 50 km in
open areas with a very low‐power consumption.

5.4.4.3.3  Cellular Technology (Long Range, High Data Rate, High Power)  Cellular
technology is the basis of mobile phone networks but it could also serve as a
platform for IoT applications that require long‐distance communication. Cellular
technology is capable of transferring large amounts of data but at the expense of
high‐power consumption and cost.
Global System for Mobile Communications (GSM) has also been used for IoT
systems represented by Extended Coverage GSM IoT (EC‐GSM‐IoT) which is a
standard‐based low‐power wide area network technology. It is based on e‐General
Packet Radio Services (eGPRS) and implemented as a long‐range, high capacity,
and low energy cellular system for IoT communications. 4G Long Term Evolution
(LTE) networks also support IoT. However, the exponential growth in IoT market
has kept LTE networks struggling to keep up with the resource demands. The

Analytics and user interface

JSON, REST
API

Cloud
Internet and web

TCP, UDP,
transfer

Gateway HTTP, CoAP,


IPv6,
6LoWPAN

Network

ZigBee, Wi-Fi,
BLE

IoT/wearable device

Figure 5.5  An example of an end-to-end IoT/wearable device connectivity.


112 5  Communication Protocols and Technologies

solution is: 5G. As described by the International Telecommunication Union


(ITU), all usage scenarios for 5G networks support IoT devices: massive Machine‐
Type Communications (mMTC), enhanced Mobile Broadband (eMBB), and
Ultra‐Reliable and Low‐Latency Communications (URLLC).
Examples of cellular IoT include Cat‐1 networks which are easy to set up
and offer a great solution for voice‐ and browser‐based applications and NB‐
IoT/Cat‐M2 which uses Direct‐Sequence Spread Spectrum (DSSS) modulation
to send data directly to data centers without the need for a gateway. Although
NB‐IoT is not a cost‐effective solution, eliminating the need for a gateway
compensates for it.
Figure 5.5 shows a stack example of an end‐to‐end connection.

5.5 ­Conclusion

Today, IoT and wearable devices support a plethora of different protocols. In light
of this, many technical bodies have started to call for a universal protocol stand-
ardization. However, being inherently scattered, the market of IoT and wearables
will probably never be in real need of a unifying standard. Just as there are newer
applications and use cases emerging within the industry, necessary protocols for
their deployment will continue to materialize along the way.
On the other hand, selecting the appropriate type of connectivity is an inevita-
ble part of any IoT or wearable technology project. It was demonstrated in this
Chapter that the available connectivity options are governed by a trade‐off
between power consumption, range, and bandwidth.

Problems

1 You have narrowed down your choice for a network topology to either a full
mesh topology or a star topology. Determine how your final decision will
affect deployment cost and communication speed.

2 Based on a literature research, comment on how IP addresses are arranged


and displayed.

3 You are designing a fitness tracker. What would your protocol and topology
choices be?

4 Sketch a protocol stack for a smart IoT‐based thermostat.


Technical Interview Questions 113

5 Sketch a protocol stack for a smart watch. Compare the flow of data with the
one you sketched in the previous question.

6 Explain why it is better to use 6LoWPAN‐UDP‐CoAP stack in IoT instead of


a stack of IPv6‐TCP‐HTTP.

7 A network with all the nodes acting as both servers and clients. A PC can
access files located on another PC but also delivers files to other PCs on the
network. Which network architecture is that?

8 Which of the following is NOT an advantage of a star network topology?

a) There is no central point of failure


b) Easy to add or remove a node as it has no effect on any other node
c) Reasonable security, i.e. no node can interact with another without pass-
ing through the server first
d) A few data collisions as each node has its own connection to the server

9 Which layer does the Ethernet and Wi‐Fi protocols belong to?

10 What happens to the packet as it is passed from the application layer to


the transport layer? What about from the transport layer to the net-
work layer?

Technical Interview Questions

1 What is a three‐way handshake in TCP?

2 What is the importance of the physical layer in the OSI model?

3 What is the difference between UDP and TCP?

4 What are the different layers in the OSI model?

5 What is a VLAN? Explain the VLAN trunking protocol.

6 What are the differences between Unicasting, Anycasting, Multicasting, and


Broadcasting?
114 5  Communication Protocols and Technologies

7 What are the differences between Hub, Switch and Router?

8 What are the most important topologies in computer networks?

9 What is the main difference between baseband and broadband


transmission?

10 Draw a diagram of a network you have worked on, and explain it in detail.

11 What are the advantages and disadvantages of mesh topology.

12 What are the primarily used protocols in IoT?

13 What are two of IoT protocols based on REST architecture?

14 Name an important IoT protocol based on Publish – Subscribe scheme.

15 Explain various types of networks based on their sizes?

16 What are some transport layer protocols used in IoT, how do they work?

17 Explain Bluetooth Low Energy protocol for IoT and wearable technology?

18 How is wireless sensor network (WSN) applied in IoT?

19 Define ZigBee? Why is it important in IoT?

20 State the differences between the client‐server model and the P2P model.

­Further Reading

Aazam, M. and Huh, E.‐N. (2014). Fog computing and smart gateway based
communication for cloud of things. Proceedings of the 2nd IEEE International
Conference on Future Internet of Things and Cloud (FiCloud ’14) (August 2014).
Barcelona, Spain, pp. 464–470.
Atzori, L., Iera, A., and Morabito, G. (2010). The internet of things: a survey.
Computer Networks 54 (15): 2787–2805.
Baronti, P., Pillai, P., Chook, V.W.C. et al. (2007). Wireless sensor networks: a survey
on the state of the art and the 802.15.4 and ZigBee standards. Computer
Communications 30 (7): 1655–1695.
  ­Further Readin 115

Bonomi, F., Milito, R., Natarajan, P., and Zhu, J. (2014). Fog computing: a platform
for internet of things and analytics. In: Big Data and Internet of Things: A Road
Map for Smart Environments, Studies in Computational Intelligence book series SCI,
vol. 546 (eds. N. Bessis and C. Dobre), 169–186. Berlin, Germany: Springer.
Chang, K.‐H. (2014). Bluetooth: a viable solution for IoT? (industry perspectives).
IEEE Wireless Communications 21 (6): 6–7.
Colitti, W., Steenhaut, K., De Caro, N. et al. (2011). Evaluation of constrained
application protocol for wireless sensor networks. Proceedings of the 18th IEEE
Workshop on Local and Metropolitan Area Networks (LANMAN ’11) (October
2011). Chapel Hill, NC: IEEE, pp. 1–6.
Culler, D. and Chakrabarti, S. (2011). 6lowpan: incorporating IEEE 802.15. 4 into the
IP architecture, IPSO Alliance. White Paper, 2009.
Eisenhauer, M., Rosengren, P., and Antolin, P. (2009). A development platform for
integrating wireless devices and sensors into ambient intelligence systems.
Proceedings of the 6th IEEE Annual Communications Society Conference on Sensor,
Mesh and Ad Hoc Communications and Networks Workshops (SECON Workshops
’09) (June 2009). Rome, Italy: IEEE, pp. 1–3.
Gomez, C., Oller, J., and Paradells, J. (2012). Overview and evaluation of bluetooth
low energy: an emerging low‐power wireless technology. Sensors 12 (9):
11734–11753.
Gubbi, J., Buyya, R., Marusic, S., and Palaniswami, M. (2013). Internet of Things
(IoT): a vision, architectural elements, and future directions. Future Generation
Computer Systems 29 (7): 1645–1660.
Han, D.‐M. and Lim, J.‐H. (2010). Design and implementation of smart home energy
management systems based on ZigBee. IEEE Transactions on Consumer Electronics
56 (3): 1417–1425.
Hanes, D. (2017). IoT Fundamentals: Networking Technologies, Protocols, and Use
Cases for the Internet of Things. London, UK: Pearson Education.
https://azure.microsoft.com/en‐us/overview/internet‐of‐things‐iot/
iot‐technology‐protocols/
Hui, J.W. and Culler, D.E. (2008). Extending IP to low‐power, wireless personal area
networks. IEEE Internet Computing 12 (4): 37–45.
Hunkeler, U., Truong, H.L., and Stanford‐Clark, A. (2008). MQTT‐S— a
publish/subscribe protocol for wireless sensor networks. Proceedings of the
3rd IEEE/Create‐Net International Conference on Communication System
Software and Middleware (COMSWARE ’08) (January 2008). Bangalore,
India, pp. 791–798.
Katasonov, A., Kaykova, O., Khriyenko, O. et al. (2008). Smart semantic middleware
for the internet of things. Proceedings of the 5th International Conference on
Informatics in Control, Automation and Robotics (ICINCO ’08) (May 2008).
Funchal, Portugal, pp. 169–178.
116 5  Communication Protocols and Technologies

Khan, W.Z., Xiang, Y., Aalsalem, M.Y., and Arshad, Q. (2013). Mobile phone sensing
systems: a survey. IEEE Communications Surveys & Tutorials 15 (1): 402–427.
Lane, N.D., Miluzzo, E., Lu, H. et al. (2010). A survey of mobile phone sensing. IEEE
Communications Magazine 48 (9): 140–150.
Liu, H., Bolic, M., Nayak, A., and Stojmenovic, I. (2008). Taxonomy and challenges of
the integration of RFID and wireless sensor networks. IEEE Network 22 (6): 26–32.
Locke, D. (2010). MQ telemetry transport (MQTT) v3. 1 protocol specification, IBM
developer Works Technical Library. http://www.ibm.com/developerworks/
webservices/library/wsmqtt/index.html.
Mashal, I., Alsaryrah, O., Chung, T.‐Y. et al. (2015). Choices for interaction with
things on Internet and underlying issues. Ad Hoc Networks 28: 68–90.
Mitrokotsa, A. and Douligeris, C. (2009). Integrated RFID and sensor networks:
architectures and applications. In: RFID and Sensor Networks: Architectures,
Protocols, Security and Integrations (eds. Y. Zhang, L.T. Yang and J. Chen), 511–535.
Boca Raton, FL: Auerbach Publications.
Noury, N., Herve, T., Rialle, V. et al. (2000). Monitoring behavior in home using a
smart fall sensor and position sensors. Proceedings of the 1st Annual International
IEEE‐EMBS Special Topic Conference on Microtechnologies in Medicine and Biology
(MMB ’00) (October 2000). Lyon, France, pp. 607–610.
Pantelopoulos, A. and Bourbakis, N.G. (2010). A survey on wearable sensor‐based
systems for health monitoring and prognosis. IEEE Transactions on Systems, Man
and Cybernetics Part C: Applications and Reviews 40 (1): 1–12.
Razzaque, M.A., Milojevic‐Jevric, M., Palade, A., and Cla, S. (2016). Middleware for
internet of things: a survey. IEEE Internet of Things Journal 3 (1): 70–95.
Schmidt, A. and Van Laerhoven, K. (2001). How to build smart appliances? IEEE
Personal Communications 8 (4): 66–71.
Serrano, M., Barnaghi, P., Carrez, F. et al. (2015). Internet of Things Semantic
Interoperability: Research Challenges, Best Practices, Recommendations and Next
Steps. Oslo, Norway: European research cluster on the internet of things, IERC.
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(CoAP). Tech. Rep., IETF document RFC 7252.
Sheng, Z., Yang, S., Yu, Y. et al. (2013). A survey on the ietf protocol suite for the
internet of things: standards, challenges, and opportunities. IEEE Wireless
Communications 20 (6): 91–98.
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internet of things. Proceedings of the 2nd International Internet of Things
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Stanford‐Clark, A. and Linh Truon, H. (2008). MQTT for sensor networks (MQTT‐S)
protocol specification, International Business Machines Corporation Version 1.
  ­Further Readin 117

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sub 1 GHz. Journal of ICT Standardization 1 (1): 83–108.
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Alliance.
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power link layers for IP smart objects. White Paper, IPSO Alliance. 24 Journal of
Electrical and Computer Engineering.
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low power and lossy networks. Internet Protocol for Smart Objects (IPSO)
Alliance 36.
Vermesan, O., Friess, P., Guillemin, P. et al. (2011a). Internet of things strategic
research roadmap. In: Internet of Things: Global Technological and Societal Trends,
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research agenda. In: Internet of Things ‐Global Technological and Societal Trends
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things. Proceedings of the 3rd International Conference on Advanced Computer
Theory and Engineering (ICACTE ’10) (August 2010). Chengdu, China: IEEE,
vol. 5, pp. V5‐484–V5‐487.
119

Product Development and Design Considerations

6.1 ­Introduction

The world of IoT and wearable technology is rapidly growing and steadily ­pushing
for new innovative products. If these devices did not provide the potential of an
immense value at a low cost, there would not be discussions about developing
solutions based on these technologies in the first place. In fact, the demand is
ongoing and the market is very exciting; however, product engineers and design-
ers face new challenges and design constraints.
With more connected devices coming to the market every day, it is extremely
important to ensure their functionality, security, and interoperability. Whether
creating a new smart connected product or incorporating a new technology into
existing products, there are key considerations to make. For example, wearables
are generally characterized by portability, flexibility, and multi-functionality com-
pared to handheld devices. Moreover, particular performance capabilities must be
integrated into compact form factors. Therefore, the design process, materials
selection, and manufacturing and packaging methods could be quite unconven-
tional at times and need to be addressed and evaluated.
This chapter discusses the development process and design considerations that
developers must follow to guarantee a successful launch of IoT and wearable products.

6.2 ­Product Development Process


When developing a new product, there is a set of steps that must be followed to
turn an innovative idea into a product available for sale. Some steps can have mul-
tiple iterations, which is typical when it comes to developing technically complex
products based on hardware and software systems.

Fundamentals of IoT and Wearable Technology Design, First Edition. Haider Raad.


© 2021 by The Institute of Electrical and Electronics Engineers, Inc.
Published 2021 by John Wiley & Sons, Inc.
120 6  Product Development and Design Considerations

6.2.1  Ideation and Research


The development process starts with identifying an idea for a new product, which
could be either an enhanced version of an existing product, or a nonexistent prod-
uct driven by a need. This step is typically followed by research and feasibility
study which involves identifying the technology, materials, and methods to realize
the end product.

6.2.2  Requirements/Specifications
The outcome of the previous step results in particular design specifications, a set
of engineering requirements, along with an estimate of the cost of the end prod-
uct. Section  6.3 of this chapter discusses the general product requirements
in detail.

6.2.3  Engineering Analysis


Engineering analysis involves the application of scientific principles and analyti-
cal methods to understand and analyze the properties and mechanisms of a sys-
tem. This is enabled by breaking the system down into basic components to
understand their features and relationships with each other. In the development
of modern electronic devices development, this step is generally divided into three
sections:
●● Hardware\Electrical design
●● Software\Embedded System Design
●● Mechanical Design
A large number of activities take place during this phase of the project. Many of
them need to be carried out and coordinated in parallel. It should also be noted
that when developing an electronic device, it is important to develop a test and
production strategy alongside.1 The realization and acquiring of the equipment
needed in the design and development process may take place during this stage.

6.2.3.1  Hardware Design


This is often the main emphasis of the development process. It begins with the
top-level design, and then the requirements are broken down into smaller subsec-
tions. At this stage an electrical schematic diagram is created, the layout for a

1  Design for manufacture (DFM) is the aspect of the design process where consideration is
given to ensure ease of manufacturing processes aiming at minimizing the production cost.
6.2  ­Product Development Proces 121

printed circuit board (PCB) is designed, and the first draft of Bill of Materials
(a list of components to be used in the product development) is generated.
Controls, functionalities, and user interface design are all designed in this step.

6.2.3.2  PCB Design


Generally, the PCB realization is a major step of the electronics hardware develop-
ment, and is often, the most time-consuming. Signal integrity analysis is also con-
ducted as part of this step.2
IoT and wearable products come in all shapes and sizes, and to meet the form-
factor and ergonomic requirements of specific applications, it becomes inevitable
to use multiple PCBs.
Some of the drawbacks that come with using multiple PCBs are
●● occupying additional space
●● introducing additional point(s) of failure
●● introducing additional assembly steps
●● additional costs due to PCB connectors and cables
To overcome such drawbacks, rigid-flex PCBs are increasingly being used
­ owadays. These PCBs utilize a flexible polyimide layer embedded in the stack-up
n
to hold interconnecting copper layers between the different sections allowing the
finished assembly to be folded. Components are then mounted on the rigid sec-
tions in the traditional way, but the flexible sections can be buried internally
within the rigid section.
Obviously, PCBs are designed using PCB CAD software packages and hardware
tools. Also, many modern professional PCB CAD systems support 3D mechanical
designs to be imported for a more realistic consideration. It is worth noting that if
any RF component, such as the antenna feeding element, is incorporated in the
PCB then the CAD system must support RF design parameters, in particular,
impedance matching and return loss.

6.2.3.3  Software Development


Determining the operating system platform and the requirements for the device’s
software is a crucial step in the development process. Well-defined software speci-
fications at this step will not only reduce the number of iterative test cycles, but

2  Signal integrity deals with the electrical performance of the wires, conductive tracing, and
other structures used to carry signals within an electronic product. At high bit rates (high-
frequency clock), various effects can degrade these signals to the point where errors take place,
and the system could fail. Signal integrity engineering deals with analyzing and mitigating such
effects. It is an essential task at all levels of electronics packaging and assembly.
122 6  Product Development and Design Considerations

will also provide a clear perspective of what the essence of the product is. This
step should start with the top-level design, breaking down the requirements to
smaller tasks that can be tackled separately.
One of the most important decisions to make before the start of product devel-
opment is determining whether an operating system will be used. The choice of
real-time operating system (RTOS), or high-level operating system (HLOS), devel-
opment packages, programming languages, use of third-party libraries such as
networking stacks, and GUIs must be determined as well. Such decisions will
have an impact on selecting the microprocessor and memory of the product.

6.2.3.4  Mechanical Design


The mechanical design is also an important step in the overall device develop-
ment process. It does not only deal with designing a mechanical enclosure or
packaging, but important aspects such as heat flow and cooling analysis, force
distribution, and mechanical interfaces are all evaluated in this step. This is usu-
ally done using mechanical modeling and simulation software packages.
It should also be noted that for those working in regulated industries, it is even
more critical to use product lifecycle management (PLM)3 to push requirements
that comply with regulatory and safety standards.
Next, schematic diagrams of each block of the system of the electronic design
are laid out. Once schematics are ready, the design for the actual PCB is created.
The PCB serves as the physical platform that holds and connects all of the inte-
grated circuits and electronic components. Moreover, code pieces are verified, and
all product materials are determined in this step.

6.2.4  Prototyping
Prototyping generally refers to creating a sample model of a new product or pro-
cess for testing and evaluation purposes. Prototyping provides specifications for a
physical, working system rather than a virtual, theoretical one.
Some preliminary prototypes are basic and simple, and intended to visualize
how a product might work, while others represent an actual representation of the
end product. The selected order of a prototype, which is cost-dependent, must fit
the specific requirements of the tests. The device enclosure, user interface designs,
and the software deployment, which was defined in the previous step, are also
implemented in this phase.

3  Product life cycle management (PLM): The development of IoT and wearable devices
requires electrical, mechanical, and software design teams to collaborate together beginning
from the earliest stages of the project. Product life cycle management (PLM) solutions are
particularly designed to help bring all teams and designs together into a single system to enable
faster design approvals and improved traceability from concept to final product launch.
6.2  ­Product Development Proces 123

6.2.5  Testing and Validation


Testing and validation involve evaluating the prototype to determine whether the
product satisfies all the requirements and specifications defined in the second
step. Testing is carried out at the very end of the hardware and software develop-
ment process and is usually assigned a relatively smaller amount of time.4
Most testing and validation procedures encompass the following:

6.2.5.1  Review and Design Verification


At this stage, all the processes carried out previously are reviewed before starting
the actual testing. This test is often called the Test Readiness Review (TRR).
Design verification ensures that the theoretical design meets the product
requirements within the expected manufacturing and component tolerances.
Specific areas of inspection typically include:
●● Power supply check: Ensuring that voltages, currents, and power dissipations
are correct. Supply rail sequencing and reset timings must also be checked.
●● High-speed interfaces: Checking USB, Serial Advanced Technology Attachment
(SATA), and memory interfaces.
●● RF subsystem: Ensuring RF components are working in the design within their
recommended operating conditions.

6.2.5.2  Unit Testing


Unit testing involves taking individual components and modules of the product,
isolating them from the rest, and making sure they are functioning exactly as
intended. This step is essential to ensure that each component of the main ­sections
(software, hardware, and mechanical) meets its specifications to prevent issues
during the final assembly.

6.2.5.3  Integration Testing


In this step, components and modules that have been tested individually are inte-
grated and tested as a single unit. This step ensures that the interface and interac-
tion between all parts of the device are appropriate and error-free. Life cycle
testing may also take place at this point.5

4  Regulatory Pre-compliance Testing: The goal of this testing is to detect in the early stages
if there are EMC or safety issues that need to be fixed. Preparation from the development team
who typically support a variety of test modes is required for both pre-compliance and official
compliance testing.
5  Life cycle testing: typically involves testing the product under operating conditions
significantly beyond the norm. This type of testing in the design phase is commonly known as
highly accelerated life testing (HALT), and when conducted on production samples is known as
highly accelerated stress screening (HASS).
124 6  Product Development and Design Considerations

6.2.5.4  Certification and Documentation


Safety and compliance certifications, such as FCC, FDA, and CE, are generally
required for new electronic products. These certifications provide verification that
all the regulatory compliance requirements have been satisfied in order for a prod-
uct to be distributed and sold legally. For example, in Canada and Europe, elec-
tronic products require both electromagnetic compatibility (EMC) and safety
testing before they can be marked for sale, while this is regulated by the Federal
Communications Commission (FCC) in the United States. At this stage of testing,
the class of the device must be defined and appropriate testing organizations must
be identified.

6.2.5.5  Production Review


A production readiness review should be conducted before the product is for-
warded to production. This review marks the last step of the testing phase which
is intended to ensure that the product development has been satisfactorily
completed.

6.2.6 Production
The product can enter the production phase once a production readiness review is
completed. The purpose of this stage is the industrial production of the device and
making it available for purchase to the end user. Figure 6.1 depicts a general prod-
uct development process diagram for modern electronic devices.

6.3 ­IoT and Wearable Product Requirements

When pursuing a new product development, it is essential to define the require-


ments which are typically captured from trial users, end customers, or market
assessments.
The requirements are typically documented and serve as an agreement
between the client and the product engineering team. The document can be
used towards the product delivery time as a checklist for product complete-
ness upon delivery.
While IoT and wearable technology could help create greater user experiences
and better customer satisfaction, there also exists a need to handle the require-
ments that define how the capabilities of the design will work in the first place.
On the other hand, in the rush to get innovative products to the overly competitive
market, some key requirements can be overlooked, putting security and other
design features at risk. Below are some major requirements the product design/
development team should pay attention to:
6.3  ­IoT and Wearable Product Requirement 125

Ideation and
research

Requirements

Engineering
analysis

Hardware design Mechanical design Software design

PCB design Material selection Code verification

Prototyping

Testing &
Functionality Compliance
validation

Production

Figure 6.1  A general modern electronic product development process diagram.

6.3.1  Form Factor


Form factor is a hardware design aspect in electronics packaging which specifies
the physical dimensions, shape, weight, and other components specifications of
the PCB or the device itself.
Although wearables have a small form factor in general, it is truly dependent on
the type and the way they are worn (i.e., rings and wristbands, versus glasses and
jackets). This is also true for IoT devices, i.e., a compact smart metering device as
opposed to a smart appliance or industrial equipment.
Devices with smaller form factors may offer reduced usage of material, easy
handling and use, and typically low power consumption; however, they are
126 6  Product Development and Design Considerations

typically associated with higher design and manufacturing costs in addition to


maintenance constraints.

6.3.2  Power Requirements


Although some IoT and wearable devices operate autonomously such as the solar-
powered trackers, the majority are dependent on batteries as an energy source.
The choice of battery type and size in compact portable IoT devices and
light-weight wearables is vital and is strongly dependent on the operational
needs (expected operational duration, display utilization, computational
power, etc.).
Another factor to be considered is recharge-ability. Typically, the battery is
charged by plugging the device into an adapter or a powered USB port. However,
the demand for wireless charging has increased recently since it offers additional
convenience. For instance, users find it easier to just drop their charge-needing
smartwatches on a charging base rather than plugging it into a wall adapter.

6.3.2.1  Energy Budget


As mentioned earlier, wearables and hand-held IoT products are typically pow-
ered by a battery. IoT and wearable applications will be rendered useless, if battery
life is unreliable and/or short. The capacity of a battery (typically in Ampere hour)
is a measure of the amount of charge stored by the battery and is determined by
the mass of the chemically active material inside the battery. The capacity indi-
cates the maximum amount of energy that can be delivered by the battery under
specified conditions. A battery with a capacity of 2000 mAh (milli Ampere hours)
means that the battery can deliver 2000 mA current within one hour, 1000 mA for
two hours, or 500 mA for four hours, etc.
The power budget deals with the analysis of how much power a given device
requires for operation. Here, this analysis is required to determine how long a port-
able IoT or wearable device will operate from a battery of a given capacity before
turning off. This is determined by calculating how much time a device will spend in
each of its operating modes and then summing the energies expended in each mode.

Example  A primitive wearable device operated by a CR2032 battery with a


capacity of 0.225 Ah. The device consumes 1 ms operating time (on) for every two
seconds with a run current Irun of 8.2 mA and sleep current Islp of 1 μA. How long
can the device be used before the battery has to be replaced?
Sleep time tslp = 1.999 s
Run time trun = 0.001 s
Sleep current Islp = 1 μA
Run current Irun = 8.2 mA
6.3  ­IoT and Wearable Product Requirement 127

Islp * tslp I run * trun


Average current (Iavg) =   = 5.1 μA
tslp trun
CR2032 battery capacity C = 0.225 Ah
Average device current Iavg = Battery capacity/operating time
5.1 × 10−6 = 0.225 Ah/Operating Time
→Operating time = 44 117 hour
44 117 hour = approximately five years6

6.3.3  Wireless Connectivity Requirements


With most IoT and wearable products having one or more wireless interfaces, an
important decision to make is whether or not the onboard wireless systems should
utilize original equipment manufacturer (OEM) modules or if they should undergo a
custom design. Another factor to consider is software support, i.e., modules may be
provided with a certified protocol stack (such as BLE, cellular, and WiFi) that can
significantly reduce the amount of overhead for software development and testing.
In wearable technology, there is a number of additional challenges that engineers
face when designing antennas and wireless systems that do not exist in conventional
wireless system design. For example, the degradation in the resonant frequency and
return loss of wearable antennas need to be considered since they are prone to shift/
deterioration due to impedance mismatch if the antenna unit is flexed or bent.
Moreover, radiation patterns distortion and gain deterioration are also likely to occur.
Another crucial constraint that needs to be accounted for is the close proximity of the
antenna to the user’s body, which implies two issues: degrading the impedance
matching of the antenna due to the high water content (higher electrical conductiv-
ity) of the human tissues; and the increased amount of electromagnetic power depo-
sition in the tissues, which gives rise to health hazards due to hyperthermia.
Designers must also ensure that no over-limit radiation of electromagnetic
waves is taking place, which is characterized using a standard procedure known
as Specific Absorption Rate (SAR) test. It is also worth mentioning that other fac-
tors need to be considered in some situations where the antenna must withstand
higher temperature, pressure, and humidity.

6.3.3.1  RF Design and Antenna Matching


Having a high RF radiation efficiency is extremely important in battery-powered
IoT and wearable products. Without efficiency optimization driven by the imped-
ance matching, the antenna and its RF circuitry can waste significant amounts of

6  Note: In practice, the designer should pay attention to the battery self-discharge rate which is
a phenomenon in batteries in which internal chemical reactions decrease the stored charge
(capacity) of the battery even when not used in a circuit.
128 6  Product Development and Design Considerations

power. For wireless designs with antenna(s) mounted on the PCB, both the
feeder(s) and the antenna(s) will require impedance matching to ensure maximum
radiation efficiency and minimize signal reflection back to the transceiver.
The integration of the RF transceiver with other subsystems in close proximity
within a small-form factor product poses a major challenge: electromagnetic
interference. The negative impacts are summarized below:
●● Interference due to the coupling of unwanted signals into the antenna and its
feeding port, which compromises the range either as a result of reduced receiver
sensitivity or lowered signal to noise ratio
●● Electronic and thermal noise caused by the microcontroller/microprocessor,
power supplies or other subsystems being coupled into RF system through their
control interfaces.
The reader is referred to antenna design and RF circuits books for theory and
design procedures.

6.3.3.2  Link Budget


Link budget is a commonly used metric to evaluate the range of a wireless system.
All gains and losses from the transmitter to the receiver over the air-interface must
be taken into consideration in order to calculate the link budget.
Link budget accounts for the attenuation of the transmitted signal due to propaga-
tion, cable and connector losses, radiation efficiency, in addition to gains from
antenna topology, repeaters, and amplifiers. Effects of channel fading should also be
taken into account and can be manipulated by using techniques such as antenna
diversity and multiple input multiple output (MIMO), and frequency hopping.
The basic equation for a link budget is based on Friis equation, and given as:
Received power dB Transmitted power dB Gains dB Losses dB

First, one should start with the transmitted power at the source then add in the
gain from antennas and repeaters. Next, the losses of the cables, connectors, and
anything the transmitted signal passes through (channel) are subtracted.
Friis equation is used in telecommunications engineering, where the received
power by the receiving antenna is calculated under idealized conditions due to a
specific power transmitted by another antenna some distance away. Friis’ trans-
mission equation for free space propagation is given below:

Pr Pt Gt Gr 20 log 20 log D
4
where Pt is the transmitted power, Pr is the received power, Gt is the transmitting
antenna gain, Gr is the receiving antenna gain, λ is the wavelength,7 and D is the

7  Wavelength can be obtained from the frequency of the electromagnetic wave: C = λ × F,
where C is the speed of light.
6.3  ­IoT and Wearable Product Requirement 129

distance between the transmitter and the receiver. For example, a link budget of
120 dB at 433 MHz gives a range of approximately 2 km.
It should be noted that the decibel (dB) scale is widely used in electronics, signal
analysis, and communication systems. The dB is a logarithmic way of describing
a ratio especially when the range is extremely wide. The ratio may be power, volt-
age, some intensity, etc.
When we convert a value V into decibel scale, we always divide by a reference
value Vref, thus the quantity is dimensionless since it represents a ratio:

V
Vref

The value in dB is given as:


V
V in dB 10 log
Vref

Power is normally measured in Watt (W) and milliwatt (mW). The correspond-
ing dB conversions are dBW and dBm. The reader should be familiar with such
conversions when working in this area.
For example: Sensitivity level (the threshold of receiving a signal) of a GSM
receiver is 6.3 × 10−14  W which is equivalent to −132 dBW or −102 dBm;
Bluetooth transmitted power is 10 mW which is equivalent to −20 dBW or
10 dBm; GSM mobile transmitted power is 1 W which is equivalent to 0 dBW or
30 dBm, etc.
Figure  6.2 expresses a link budget elaboration between a transmitter and a
receiver.

6.3.3.2.1 Tips
●● A 6 dB improvement gives rise to doubling the range.
●● Doubling the frequency gives rise to half the range.

Propagation loss
Transmitted power Received power

Transmitter Receiver
Antenna gain Antenna gain

Feed circuit Feed circuit


loss loss

Figure 6.2  A link budget elaboration between a transmitter and a receiver.


130 6  Product Development and Design Considerations

Example  A 2.4 GHz antenna of an access point has a gain of 10 dBi, a transmitting


power of 20 dBm (equivalent to 100 mW), and a receiving sensitivity of −89 dBm.
Five kilometers away, there’s a stationary IoT device equipped with a 2.4 GHz
antenna of 14 dBi gain, a transmitting power of 30 mW (15 dBm), and a receiving
sensitivity of −82 dBm. The cables and connectors have a loss of 2 dB at each end.
Is the communication link feasible?
Adding up all the gains and subtracting all the losses for the access point to the
IoT device link gives:
20 dBm Transmit Power of access point 10 dBi Access Point Anttenna Gain
2 dB Cable Losses for Access Point Antenna
144 dBi IoT Antenna Gain 2 dB Cable LossesIoT
40 dB Total Gainn

The path loss for a 5 km link (λ is equal to 0.125 m at 2.4 GHz), considering
only the free space loss is:

Path Loss 20 log 20 log 5000 113 dB


4
Subtracting the path loss from the total gain
40 113 dB 73 dB

Since −73 dB is greater than the minimum receive sensitivity of the IoT device
(−82 dBm), the signal level is sufficient for the IoT antenna to be able to receive the
access point’s signal. There is only 9 dB of margin (82 − 73 dB) which will likely work
fine in fair weather, but may not be enough during extreme weather conditions.8
Next, we calculate the link from the IoT device back to the access point:
15 dBm Transmit Power IoT device 14 dBi Antenna Gain IoT device
2 dB Cable LossesIoT Device 10 dBi Antenna Gain Access Poin
nt
2 dB Cable Losses Access Point 35 dB Total Gain

Obviously, the path loss is the same in the opposite direction. Thus, the received
signal level on the access point side is:
35 113 dB 78 dB

Since the receive sensitivity of the access point is −89 dBm, this leaves us with
a margin of 11 dB (89 − 78 dB). One could conclude that the link is feasible.

8  Fading is often modeled as a random process. A fading channel is a communication channel


that experiences attenuation due to weather, obstacles, reflection, etc. Fading models based on
statistical methods are available in the literature.
6.4  ­Design Consideration 131

6.3.4  Cost Requirements


The cost of the product includes the initial outlay for the hardware and associated
components (i.e., sensors, microcontrollers, etc.) as well as their ongoing operat-
ing costs, such as maintenance and replacement. Licensing fees for platforms,
components, and device drivers should also be considered.

6.4 ­Design Considerations

Design considerations are factors that may affect the product or system require-
ments, design, or operational concept and should be part of the systems engineer-
ing process.

6.4.1  Operational Factors


Operational requirements deal with the device’s essential capabilities and perfor-
mance measures such as effectiveness, speed, accuracy, resolution, and consist-
ency. Generally, the hardware and software design steps satisfy such factors.

6.4.2  Durability and Longevity


The device’s durability depends heavily on the mechanical robustness of the pack-
aging/enclosure material and the components quality of the internal circuitry.
The potential failure points of devices associated with structure and component
deterioration should be identified and well documented. For feasibility purposes,
this could be achieved by testing a sample until failure (typically after a device has
successfully survived the target lifetime).
For example, in some applications, smart devices have to operate in harsh envi-
ronments (extreme temperatures, pressure, operation under water, vibration,
­corrosion, humidity, etc.). In other applications, devices could be deployed in
remote, hard to reach locations making maintenance and reconfiguration very
costly. Hence, rugged designs must be considered to prevent any service interruption.
It is also worth noting in wearable applications that when operating on the
human body, bending, flexing, and twisting become inevitable. Due to these
effects, the performance of the internal components of the device could poten-
tially deteriorate. Hence, some tests are necessary to ensure operative reliability.
For example, flexibility tests are conducted by repeated trials of the prototype
under bending, stretching, and twisting to monitor for any deformations or dis-
continuities, and to ensure there are no wrinkles or permanent folds introduced
which might compromise the functionality and aesthetics of the device.
132 6  Product Development and Design Considerations

6.4.3  Reliability
For a smart device to be successful, it must be precise, consistent, punctual, and
reliable. This is essential for the user to establish confidence and trust in the
device. Any error tolerances must be identified by the manufacturer before
the release of the product and must be clearly disclosed to the user. Moreover, all
the system components should be accurately integrated and field-tested to ensure
a reliable performance. For example, the problem of electromagnetic interference
(EMI) typically arises when multiple components are integrated in compact form
factors which could negatively impact the device’s performance.
EMI can also affect the accuracy of data acquisition and measurement in
addition to the reliability of the communication signals. These risks can be
eliminated by embedding all components within a specially designed low-EMI
enclosure.

6.4.4  Usability and User Interface


Usability, within the context of consumer electronics, is often defined as the ease
of use, handling, and learnability of an electronic device. When designing IoT and
wearable devices, it is imperative for the device to swiftly deliver the task requested
by the user. Moreover, the ability to easily navigate through the device’s user inter-
face strongly influences the user’s engagement and interaction.
The majority of people think of user interfaces as just software or apps on
smartphones. In reality, a user interface could be anything from voice and gesture
control, switches and buttons, to touch screens and control panels. Designing a
highly responsive, user-friendly device ensures higher adoptability rates and
pleasure of experience.

6.4.5  Aesthetics
Users’ tastes vary based on psychological, societal, and cultural perceptions. Users
also differ physically in built and complexion. To establish an emotional connec-
tion between the wide spectrum of users and the product, wearables and applicable
IoT devices with different styles and fashion personalities may need to be offered
to the consumers.

6.4.6  Compatibility
As mentioned in the previous chapters, IoT and wearable devices are, in many
cases, synced to a gateway (i.e., a smartwatch connected to a smartphone or tab-
let) for data processing and forwarding. The connection is typically carried out via
6.4  ­Design Consideration 133

WiFi, Bluetooth Low Energy (BLE) or Near Field Communication (NFC).


Sometimes even when products operate under the same protocol but use different
versions can cause interoperability issues. Hence, these devices must be compat-
ible with different operating systems that could be encountered when a connec-
tion is established (i.e., Android versus iOS).

6.4.7  Comfort and Ergonomic Factors


This is one of the most important design aspects especially in wearables and
portable IoT devices. The device’s weight, shape, size, and texture must be
carefully considered.
Devices should fit users comfortably enabling usage and movement without
any constraints.9 For example, stretch-ability, temperature and breathe-ability bal-
ance in textile-based wearables play a vital role in the commercial success of such
devices.

6.4.8  Safety Factors


Wearables and IoT devices are meant to enhance the quality of users’ lives and
must be designed with specific product safety requirements in mind. Physical and
psychological harm due to misuse and/or abuse of the device, in addition to
potential operation, manufacturing, and assembly hazards must be carefully eval-
uated. Examples include tests for device overheating, accidental electric shocks,
excessive electromagnetic radiation, and material toxicity. It should be noted that
the long-term physiological effects of these devices are not established yet and
need to be properly researched. The psychological and social impacts of wearables
will be covered in Chapter 8 of this book.

6.4.9  Washing Factors (Wash-ability)


Wearables that are based on fabrics are usually exposed to dirt, dust, and sweat,
which might compromise their performance. Obviously, the operation and perfor-
mance of wearables are required to be consistent after it is washed or soaked
in water.

9  Ergonomics is a relatively new discipline that deals with designing products, systems, or
processes with an eye towards ensuring a proper, comfortable, and convenient handling and
interaction between the device and the user.A proper ergonomic design requires researching
other disciplines such as anthropometry, which deals with studying body sizes and shapes of a
population, biomechanics, environmental physics, and applied psychology.
134 6  Product Development and Design Considerations

6.4.10  Maintenance Factors


The expected shelf life of the product is often determined in the design phase. It is
also determined if the product will be maintenance-free, or would require routine
maintenance, and whether the maintenance is to be performed by the end user or
by a professional technician.
When the product is released to the market, support provided by the releasing
company is essential to evaluate and resolve any errors or bugs detected in the
product. This process is also vital for improving the quality and usability of the
product.

6.4.11  Packaging and Material Factors


This deals with the selection and assessment of the material types used in IoT and
wearable devices (plastic, rubber, metal, fabric, wood, etc.). The material of the
device enclosure, for example, must be strong enough to protect the internal elec-
tronic circuitry. Hence, developers must consider the mechanical factors that
affect the end product quality such as, the tensile strength, density, rigidity,
­durability, hardness, flexibility, and stretch-ability. Further, wearable devices are
typically in direct contact with the user; hence, the effects of the selected materi-
als on the device usability such as the toxicity and biocompatibility issues must be
evaluated (i.e., skin-related allergies and irritations).

6.4.12  Security Factors


As mentioned previously, IoT and wearable devices collect and share data across
a variety of systems and platforms. Protecting these connected devices requires an
understanding of the risks and impacts of cyber-attacks, awareness of vulnerabili-
ties and the placing of plans to mitigate such scenarios without compromising
the design.
Moreover, functionality in many cases presents a trade-off over security. Realizing
a product that is secure but not practically usable can be as problematic as a product
that is less secure but practical. Software, hardware, and information security must
be planned carefully before a product is setup.
Related security requirements include:
●● Ensuring the product has enough memory and computational power to be
able to encrypt and decrypt data at the rate they are transmitted and
received
●● Ensuring the libraries of the software development support the required author-
ization and access control mechanisms
Problems 135

●● Adopting standard devices that implement management protocols for securely


registering new devices as they are added to a network to avoid spoofing,10 and
procure security updates

6.4.13  Technology Obsolescence


Ensuring the availability of all components used in the bill of materials when
mass production begins is of paramount importance. It is also important to esti-
mate the availability of components during the lifetime of the product to ensure
continuity. Another important consideration is the lifetime of the component
itself; as a rule of thumb, it should match or exceed the expected product lifetime.

6.5 ­Conclusion

In a competitive industry, the development of a new product may involve risks but
also creates business opportunities. The stages of product development may seem
like a long process, but they are introduced to save time and resources. A careful
planning for a new product development processes along with testing and validation
of prototypes are essential steps toward ensuring that the new product will meet the
target market needs. This chapter discussed key engineering requirements and con-
siderations for designing and deploying successful IoT and wearable products.

Problems

1 A smart thermostat system uses a temperature sensor and a microcontroller


with a Bluetooth connectivity. What is the capacity of the battery that you would
choose for the device to last at least six years? Assume that the processor clock
frequency is 50 MHz, communication current is 3.5 mA, data logging current is
25 μA, sleep mode current is 2 μA, and wakeup time is 140 μs. Communications
run for 0.25 s every hour, data logging runs for 20 ms every second.

2 A battery-operated IoT device must run for two years without replacing the
battery, at Irun = 25 mA, with 1 ms operation for every two seconds and sleep
current Islp = 1 μA. Determine the required battery capacity?

10  Spoofing is the act of impersonating another device or user on a network in order to gain
illegitimate advantage (i.e., steal data, inject malware, or bypass access controls).
136 6  Product Development and Design Considerations

3 Pick a wearable device of your choice then list three battery candidates avail-
able commercially for a reasonable operating time. Justify your battery
choice according to the energy budget of the wearable device.

4 What is the wavelength at 900 MHz, 2.45 GHz, and 60 GHz? What is the path
loss over 1 m, 100 m, and 1 km for these frequencies?

5 What is the maximum range of a fitness tracker connected to a smartphone


using BLE. Explain in terms of link budget analysis.

6 A WiMax base station transmits at power levels of 43 dBm, with an antenna


gain of 14 dBi, and a receiving sensitivity of −92 dBm. An IoT irrigation sys-
tem is located two miles away with a dipole antenna of 1.76 dBi gain, a trans-
mitting power of 16 dBm, and a receiving sensitivity of −88 dBm. The cables
and connectors have a loss of 3 dB at each end. Is the communication link
feasible?

7 Sketch a flow diagram for the development process of a basic fitness


tracker.

8 List all the possible design considerations you believe they are appropriate for a
smart T-shirt that measures heart rate, breathing rate, and temperature.

9 Sketch a flow diagram for the development process of an IoT-based secu-


rity system.

10 List all the possible design considerations you believe appropriate for an
automatic dog feeder. The device lets you feed your dog remotely, schedule
meals, and control the portion size.

Interview Questions

1 What is the relationship between dBm, dBW, and Watt?

2 What are some of the basic checks that need to be made when laying out a
microcontroller-based design?

3 How’s the antenna gain related to path loss/wireless coverage?

4 What would you do to improve the link budget?


­Further Reading 137

5 What are the components of a battery management system?

6 Describe a flow of a complete PCB design.

7 You are given a physical product (i.e., a fitness tracker). What do you like
about the design, and what you dislike? How would you improve it?

8 What design considerations would you list for designing a smart baby crib
that detects if the baby is fussing, choking, having a fever, or a wet diaper?

9 Draw an RF/antenna circuit schematic and describe how you would lay it
out on a PCB.

10 What are the main steps in the UI design process?

­Further Reading

Arora, S., Yttri, J., and Nilsen, W. (2014). Privacy and security in mobile health
(mHealth) research. Alcohol Research: Current Reviews 36 (1): 143–151.
Balakrishnan, A. (1998). Concurrent engineering: models and metrics. Master
dissertation. McGill University, Canada.
Belliveau, P., Griffin, A., Somermeyer, S., and Meltzer, R. (2002). The PDMA Toolbook
for New Product Development. New York: John Wiley & Sons.
Campbell, J.L., Rustad, L.E., Porter, J.H. et al. (2013). Quantity is nothing without quality:
automated QA/QC for streaming environmental sensor data. BioScience 63 (7): 574–585.
Cooper, R. (2001). Winning at New Products: Accelerating the Process from Idea to
Launch, 3e. Cambridge, MA: Perseus Publishing.
Cooper, R. and Edgett, S. (2008). Maximizing productivity in product innovation.
Research Technology Management 51 (2): 47–58.
Damm, O. and Wrede, B. (2014). Communicating emotions: a model for natural
emotions in HRI. HAI ’14 Proceedings of the Second International Conference on
Human-Agent Interaction, Tsukuba Japan, pp. 269–272.
Khaleel, H.R. (2014). Innovation in Wearable and Flexible Antennas. Southampton,
UK: WIT Press.
Lallemand, C. (2011). Toward a closer integration of usability in software
development: a study of usability inputs in a model-driven engineering process.
EICS ’11 Proceedings of the 3rd ACM SIGCHI Symposium on Engineering Interactive
Computing Systems, Pisa, Italy, pp. 299–302.
Lilien, G., Morrison, P., Searls, K. et al. (2002). Performance assessment of the lead
user idea generation process for NPD. Management Science 8 (8): 1042–1059.
138 6  Product Development and Design Considerations

Marshall, R. (2019). IoT hardware from prototype to production, a guide to launching


hardware based IoT products for startups and scaleups, Xitex Ltd Lawrence
Archard Product Development, uPBeat, Steve Hodges.
Morabad, A.D. (2018). Key considerations for successful new product development.
HCL White Paper.
Patel, S., Park, H., Bonato, P. et al. (2012). A review of wearable sensors and systems
with application in rehabilitation. Journal of Neuro Engineering and
Rehabilitation 9: 21.
Scarpino, M. (2014). Designing Circuit Boards with EAGLE: Make High-Quality PCBs
at Low Cost, 1e. Upper Saddle River, NJ: Prentice Hall.
Sullivan, S. (2017). Designing for Wearables: Effective UX for Current and Future
Devices (Book). Sebastopol, CA: O’Reilly Media.
Ulrich, K.T. and Eppinger, S.D. (2011). Product Design and Development. New York:
McGrawHill.
Vogel, D. (2010). Medical Device Software Verification, Validation and Compliance
(Book). Boston, MA: Artech House.
Weinger, M.B., Wiklund, M.E., and Gardner-Bonneau, D.J. (2010). Handbook of
Human Factors in Medical Device Design. Cleveland, OH: CRC Press.
Wiklund, M.E., Kendler, J., and Strochlic, A.Y. (2015). Usability Testing of Medical
Devices, 2e. Cleveland, OH: CRC Press.
139

Cloud and Edge: Architectures, Topologies,


and Platforms

7.1 ­Introduction

After your IoT or wearable technology project is up and running, devices will start
to generate vast amounts of data. An efficient, scalable, and cost-effective means
will be needed for managing those devices and handling all that information and
deliver the desired outcomes for you. When it comes to long-term storage, pro-
cessing, and data analysis, nothing can beat the cloud.
By minimizing the need for on-premises infrastructure, the cloud has enabled
businesses to go beyond the conventional applications of IoT and wearable devices
and accelerated the large-scale deployment of these technologies. Moreover, as
data from the physical world comes in various formats, cloud platforms offer a
wide range of management solutions from unstructured bits of data, such as
images or videos, to structured entities, and high-performance databases for
telemetry data.
On the other hand, Edge computing where data are processed closer to the end-
points is increasingly being employed in IoT and wearable technology in order to cut
down the latency and expedite the decision making process. Current deployments
often employ a mix of cloud and Edge computing to get the best of the two worlds.
For example, health monitors and other healthcare wearable devices can save
lives by instantaneously alerting medical staff when help is needed. Moreover,
smart surgical assistive devices must be able to analyze data swiftly, safely, and
accurately. If these devices strictly rely on transmitting data to the cloud for deci-
sion making, the results could be disastrous.
This Chapter provides an overview of cloud topologies and platforms, and an
architectural synopsis of OpenStack cloud. Next, Edge topologies and computing
technologies will be presented. It will be shown that the maximum value from an

Fundamentals of IoT and Wearable Technology Design, First Edition. Haider Raad.


© 2021 by The Institute of Electrical and Electronics Engineers, Inc.
Published 2021 by John Wiley & Sons, Inc.
140 7  Cloud and Edge: Architectures, Topologies, and Platforms

IoT or wearable technology project can only be gained from an optimal combination
of cloud and edge computing, and not by a cloud-only architecture.

7.2 ­Cloud
7.2.1  Why Cloud?
IoT and wearable technology cloud comprises the services and standards neces-
sary for connecting, managing, and securing a wide spectrum of devices and
applications enabled by these technologies, in addition to the underlying infra-
structure required for processing and storing the data produced by these devices.
The cloud enables businesses to leverage the potential of these technologies with-
out having to build the necessary infrastructure and services from the ground up.
The cloud offers a more efficient, scalable, and flexible model for bringing the
infrastructure and services to power IoT and wearable devices and their applica-
tions. Most of IoT is virtually limitless in scale, unlike most organizations’
resources. The cloud computing model effectively takes in the ever-expanding
scale of IoT and wearable devices, and it can do so in a cost-effective manner.

7.2.2  Types of Cloud


A number of cloud models, types, and services have evolved over the years to offer
organizations the right solution for the right needs. Cloud computing is usually
classified on the basis of model or on the service being offered.
Cloud models can be categorized into three major types: public, private, and
hybrid. Sometime a fourth category appears in the literature, that is, community
cloud. Depending on the type of data an organization is dealing with, they will
want to compare these models in terms of the different levels of security and man-
agement required.

7.2.2.1  Private Cloud


A private cloud is one in which an organization has exclusive access to its ­infrastructure
resources. Clients can choose to have the private cloud located on-premises or hosted
by a third-party service provider.
The main advantage a private cloud model is that it provides greater security and
assurance compared to a public cloud model since it is guaranteed that information
is confined strictly to systems managed by the client. A major disadvantage of this
model is that it can be expensive to install. Additionally, organizations are restricted
to cloud infrastructure resources as specified in a legal agreement. The strict
security of a private cloud can make it harder to access remotely too.
7.2 ­Clou 141

7.2.2.2  Public Cloud


Public clouds provide the infrastructure and services over the Internet and are
hosted at the vendor’s premises. The client has limited visibility and control over
where the service is hosted. However, services can be used, and access is granted
anytime and anywhere, as needed.
In addition to delivering services over the web, the public cloud model offers
several other advantages including low cost of ownership, automated deploy-
ments, scalability, and reliability. Also, organizations do not have to worry about
installation and maintenance.
One drawback of a public cloud, however, is that it is not the most viable model
in terms of security, and often cannot meet some security regulatory compliance
requirements. This is due to the fact that servers are dispersed geographically
across multiple countries with various security regulations. Moreover, while this
model is generally cost-effective, expenses can rise exponentially for large-scale
usage. Amazon, Google, IBM, and Microsoft are among the major players in the
public cloud realm.

7.2.2.3  Hybrid Cloud


The hybrid model uses both private and public clouds, held together by technolo-
gies that enable them to share data and applications. For example, the most
important applications can be hosted on a private cloud to keep them more secure
and to allow greater flexibility and more deployment options, while secondary
data applications can be hosted on public clouds.

7.2.2.4  Community Cloud


A community cloud is collaborative endeavor in which infrastructure is shared
between a number of organizations that have common goals, interests, and con-
cerns. The shared infrastructure could be managed internally or by a third party.

7.2.3  Cloud Services


Based on the types of resources that are accessed as services, clouds are associated
with different delivery models. Each model introduces additional services. These
offerings are the value-add of cloud technology. These services should at least off-
set the capital expense an organization has to deal with when purchasing and
maintaining such servers and data equipment. Cloud service models are catego-
rized as follows:

7.2.3.1  Infrastructure as a Service (IaaS)


IaaS offers the most flexibility and scalability in the deployment of storage
and virtualized computing resources toward supporting custom solutions.
142 7  Cloud and Edge: Architectures, Topologies, and Platforms

Organizations may choose this model in order to benefit from lower prices, the
ability to cluster resources, in addition to customized security. The most promi-
nent examples of IaaS service are Amazon Web Services (AWS) and Microsoft Azure.

7.2.3.2  Software as a Service (SaaS)


SaaS is a method for delivering software applications and services over the web
normally just by logging in and is generally charged on a subscription basis or as
a pay per use. SaaS providers host and manage the software application and asso-
ciated infrastructure and handle related maintenance such as software and secu-
rity updates.

7.2.3.3  Platform as a Service (PaaS)


PaaS refers to cloud services that provide an on-demand environment for securely
developing, testing, deploying, and managing software applications. PaaS pro-
vides developers with everything they need without having to worry about the
provisioning of the underlying infrastructure. Services could be one or a mix of
middleware, database management, analytics, operating system, etc. Examples of
PaaS providers include Google App Engine, Oracle Cloud Platform, and Heroku.

7.2.3.4  Functions as a Service (FaaS)


FaaS, sometimes referred to it as server-less architecture, overlaps with PaaS by add-
ing another layer of abstraction and focusing on building app functionality without
spending time managing the infrastructure, setup, and other logistics. FaaS applica-
tions consume no IaaS resources until a specific function or event takes place.

7.2.4  OpenStack Architecture


OpenStack is an open-source framework for building and managing cloud com-
puting platforms for public and private clouds. OpenStack is managed by the
OpenStack Foundation and backed by some of the biggest players in the software
development and web hosting industry. OpenStack supports the deployments of
both private and public clouds. It is characterized by flexibility, scalability, sim-
plicity of implementation, and high configurability.
As shown in the previous section, cloud computing can refer to different service
models, OpenStack falls into the Infrastructure as a Service (IaaS) category.
Providing infrastructure means that OpenStack makes it easy for clients to swiftly
deploy new instances.

7.2.4.1  Components of OpenStack


OpenStack is made up of many different components. Because it is an open-
source framework, anyone can add additional components to OpenStack based on
7.2 ­Clou 143

a given need. However, nine key components have been identified by the
OpenStack community. These components are part of the OpenStack’s core and
are “pre-packaged” within any OpenStack system. They are also officially main-
tained by the OpenStack community.
It is worth noting that all communications within the OpenStack components
are performed through Advanced Message Queueing Protocol (AMQP) mes-
sage queues.
●● Nova is the main computing engine behind OpenStack. It is used to identify
computation resources based on demand, and for deploying and managing the
virtual machines and other instances to handle computing tasks.
●● Swift is a widely used object storage system designed to store files, backups,
photographs and videos, analytics, web content, etc. Rather than referring to
files by their location on a disk drive, clients can instead refer to a unique identi-
fier pertaining to the file or data cluster and let OpenStack decide where to store
it. This promotes scalability since developers do not have to worry about the
capacity on systems behind the software.
●● Glance provides discovery, registration, and delivery services for disk and
server images (virtual copies). The ability to immediately capture a server image
and store it away is a powerful feature of the OpenStack cloud. Stored images
can be used as a template to quickly deploy new servers. Glance can also be
used to store and classify an unlimited number of backups. Glance interacts
with Swift (the object store) to retrieve or store the images, while the Glance
application program interface (API)1 provides an interface for querying infor-
mation about these images and allows clients to stream the images to new
servers.
●● Cinder, the block storage component in the OpenStack, acts as a storage and as
a service for scenarios involving databases. It dynamically expands file systems,
such as data lakes, which are of paramount importance in IoT and wearable
technology applications.
●● Neutron provides the networking capability for OpenStack. Its main objective
is to ensure that each OpenStack component can intercommunicate quickly
and efficiently. The entire network is configurable and provides services such as

1  Application Programming Interface (API): An API is a set of routines, protocols, and


tools for creating software applications. In IoT and wearable devices, an API lets the user access
the status, configure, and control the functionality of a device, such as tank level or heart rate
readings. Of special relevance is API REST. Representational state transfer (REST) is a software
architectural approach that defines a set of criteria to be used for creating Web services. REST
based Web services, aka RESTful, provide interoperability between internet devices. RESTful
API enables an interface through HTTP calls, to retrieve data or indicate the execution of some
operation on the data.
144 7  Cloud and Edge: Architectures, Topologies, and Platforms

Domain Name Services (DNS), Dynamic Host Configuration Protocol (DHCP),


management of VLANs, firewalls, and gateways, and many other services.
●● Keystone provides identity management services for OpenStack which is
responsible for establishing user credentials, API client authentication, service
discovery, and high-level authorization. It provides multiple means of access
and maintains a central directory of users and their access privileges. Keystone
supports Lightweight Directory Access Protocol (LDAP), Open Authorization
(OAuth), OpenID Connect, and Structured Query Language (SQL).
●● Ceilometer provides telemetry services, which enable data gathering, resource
metering, and billing solutions to individual users of the cloud. It also maintains
certifiable tracking of usage of each component of an OpenStack deployment.
●● Heat provides the coordination of infrastructure resources to OpenStack
deployments. It allows clients to store the requirements of a cloud application
in a text file that dictates what resources are needed for a given application.
Heat also provides an auto-scaling service that can be integrated with the
OpenStack telemetry services.
●● Horizon is the web-based dashboard for OpenStack. It allows the clients to
view the various components of OpenStack discussed in this section. Clients
can access all of the components of OpenStack individually through an API;
moreover and however, Horizon provides an alternative user interface to show
what happens in the cloud and to manage it as necessary. Horizon allows a third
party to customize their GUI and to add their interactive tools and widgets to
the dashboard. Most IoT and wearable applications that use cloud deployments
will integrate some form of a dashboard with a set of features.

7.3 ­Edge and Fog

As we saw earlier, clouds are located at the last station of the data train originating
from the IoT or wearable device, and sits over the WANs.
It should be noted that most wearables and some IoT devices utilize non-IP-based
protocols such as ZigBee and BLE when operating within PANs, otherwise, the data
travel through IP-based protocols on its way to the cloud. This is where the Edge gate-
way comes into play. It acts as a coordinator and translator between the two.
The above is not the only reason an Edge layer is needed. Latency and response
time are crucial effects that triggered the need for Edge. As we saw in the previous
chapters, latency of a millisecond can have disastrous effects in some applica-
tions, and that the cloud component introduces extra latency over the WAN.
Fog computing draws a parallel from the success of Hadoop and MapReduce,
which are open-source software utilities that facilitate the operation of networks
of too many nodes to solve problems involving significant amounts of data and
7.3  ­Edge and Fo 145

Milli
Cloud
seconds

Micro
Latency

seconds Edge gateway

Nano
seconds

VR headset Smartwatch IoT measurement IoT utility IoT


lightbulb

Figure 7.1  Latency comparison between edge and cloud.

computation. Hadoop is an open-source framework while MapReduce is a method


of mapping. Hadoop is based on the MapReduce algorithm.
MapReduce is based on three steps: map, shuffle, and reduce. The map process
applies computing functions to local data. During the shuffle phase, data are
redistributed as needed. The reduced process applies processing across all the
nodes in parallel.
In summary, MapReduce works to bring processing to where the data and not vice
versa. This scheme effectively eliminates communication overhead and bottlenecks
in systems that have massive amounts of structured or unstructured datasets (big
data) which is also the case in the realm of IoT and wearables (Figure 7.1).

7.3.1  The OpenFog Reference Architecture2


The OpenFog Consortium, established by the industry’s major players such as
ARM, Cisco, Dell, Intel, and Microsoft, published the OpenFog Reference
Architecture, a universal framework designed to fulfill the demanding

2  In-depth details of the full OpenFog reference architecture are published in a 160-page
document [1].
146 7  Cloud and Edge: Architectures, Topologies, and Platforms

requirements of smart devices, 5G, and artificial intelligence (AI) applications. As


mentioned previously, a system-level architecture brings computing, storage,
­control, and networking functions closer to the data-generating sources as needed.
The objective of such system-level architecture is to enable high-performance,
interoperability, and security for the applications in reference.
The OpenFog Consortium was founded on the principle that proprietary vendor
solutions would slow down the adoption of new technologies and further innova-
tions. An open architecture will provide a robust platform for product develop-
ment, promote better quality, and innovation through competition in an open
environment which in turn leads to reduced product costs and improved market
adoption.
The OpenFog Reference Architecture consists of layers extending from sensors
and actuators at the bottom, to application services on top. The architecture has
some common attributes with cloud architecture such as the OpenStack, and con-
tains a medium to high-level view of system architectures for fog nodes (IoT and
wearable devices) and networks, and deployment and hierarchy models. OpenFog
is based on eight core technical attributes, referred to as “pillars”. These pillars are
as follows: security, scalability, openness, autonomy, reliability–availability–
serviceability (RAS), agility, hierarchy, and programmability.
The OpenFog architecture provides a generic Fog platform that can be applied
to any application and market. It aims at adding business value for IoT and wear-
able applications that are bound by network constraints, and providing real-time
decision making, low data propagation latency, and improved security.
The OpenFog provides a full stack that comprises the following layers:
●● Application Services: This layer acts as a connector to other services, a host
for data analytics packages, a user interface if needed, and as a provider of core
services.
●● Application Support: This layer defines the components of the infrastructure
required to build the final customer solution. Forms of support may include:
runtime engines, login tools, application and web servers, application manage-
ment, security services, and databases.
●● Node Management and Software Backplane: This is also known as In-Band
(IB) management which oversees how a fog node communicates with other
nodes in the same domain. Through this interface, nodes are managed for
upgrades, status check, and deployment. The software backplane can include
the node’s operating system along with necessary drivers and firmware, com-
munication protocols and file system control.
●● Hardware Virtualization: Just as in typical cloud systems, OpenFog refer-
ence architecture deals with the hardware as a virtualization layer. Applications
should not be only compatible with specific sets of hardware.
7.3  ­Edge and Fo 147

●● OpenFog Node Security: This layer defines the hardware security portion of
the stack. In a given topology, upper level fog nodes should be able to oversee
lower-level nodes as part of the hierarchy. Peer nodes should be able to monitor
their neighboring nodes to the right and left. Encryption, physical tampering
monitoring, and packet inspection are also among the responsibilities of
this layer.
●● Network: This is the first slice of the hardware layer. The network layer is
aware of the Fog topology and routing, and has the role of physical routing to
other fog nodes. This is a major distinction from typical cloud networks which
virtualize all their internal interfaces. Here, the geographical location of the
network has an impact on the performance of an IoT deployment.
●● Accelerators: Another aspect of OpenFog that does not exist in cloud architec-
tures is the use of accelerators such as general-purpose graphics processing
units (GPGPUs) and field-programmable gate arrays (FPGAs) to provide ser-
vices for imaging, digital signal processing, machine learning, and encryption
and decryption.
●● Compute: The compute slice of the stack is similar to the compute functional-
ity in OpenStack. The key functions of this layer include task execution, resource
provisioning, and load balancing.
●● Storage: The storage portion of the architecture supports the low-level inter-
face to the fog storage. This layer is also responsible of managing all the tradi-
tional types of storage devices, such as disk drives and RAM arrays.
●● Hardware Platform Infrastructure: This layer does not deal with the actual
software or hardware of the fog node but more with the physical structure and
mechanical support. For example, fog devices could be installed in harsh and
remote areas, and hence, they must be rugged and mechanically robust.
●● Protocol Abstraction: The protocol abstraction layer bonds the bottom ele-
ments of the system (sensors or actuators) with other layers of the fog node and
the cloud. By abstracting the interface between the layers, a heterogeneous
combination of sensors can be deployed within a single fog node.
●● Sensors, Actuators, and Control Systems: This is the bottom layer of the
stack where the physical objects are laid. All of these objects (sensors, actua-
tors, control elements, etc.) communicate with the fog node which has the
responsibility to service, secure, and manage that device.

7.3.2  Fog Topologies


Fog topologies can exist in several forms, and a number of aspects such as cost,
processing load, manufacturer interface need to be considered when designing an
end-to-end fog system. A fog network can be as simple as an edge router
148 7  Cloud and Edge: Architectures, Topologies, and Platforms

connecting sensors or actuators to a cloud service, or as complex as a multi-tier fog


hierarchy with different levels of computation capability at each tier simultane-
ously. Modeling factors are determined based on the following:
●● Data Reduction: For example, is the smart system solution tasked with aggregat-
ing unstructured video data from thousands of cameras, and looking for specific
events in real time? If this is the case then the data reduction will be crucial as tens
if not hundreds of terabytes will be generated daily, and the fog nodes will need to
make a critical decision (i.e. yes or no) based on this massive amount of data.
●● Number of Devices: If the IoT or wearable device is simplistic (i.e. based on
one sensor), then the generated data will be very small and a fog node is not
needed. However, if the number of sensors changes depending on different sit-
uations, then the fog topology may need to scale up or down accordingly.
●● Reliability: Forms of failure must be considered in IoT and wearable applica-
tion. If one fog node fails, another has to fill in to perform the necessary action
or service. This case is important in life-dependent applications that require
real-time decision making (e.g. seniors remote health monitoring).
The most basic fog solution could be an edge processing unit (i.e. gateway,
router) installed in close proximity to an array of sensors where a fog node can be
used as a gateway to a WPAN network which communicates to a host.
Another topology may include the cloud as the parent over the entire fog net-
work. Here, the fog node would aggregate data, enforce security, and perform the
processing required to communicate with the cloud.
Multiple fog nodes can also be deployed which would be responsible for ser-
vices and edge processing where each node is connected to a set of sensors. Each
node is serviced by the cloud and has a unique identity in order to provide a
unique set of services based on location.
Another model, which builds on the second one discussed in this section, can
be established by enabling multiple fog nodes to communicate securely and pri-
vately to multiple cloud vendors. For example, in a smart city setting, a number of
areas may be covered by different counties. Each county may favor one cloud ven-
dor over the other, but all counties are required to use one approved security cam-
era vendor. In this case, the camera vendor would have their single cloud instance
coexist with multiple counties. Utilizing the referenced model, the fog nodes are
able to steer data to multiple cloud service providers.

7.4 ­Platforms

A cloud platform for IoT and wearable technology is an essential component of


their massive ecosystem. Since not all wearable devices need cloud services, we
typically refer to such platforms as IoT platforms as an umbrella term.
7.4  ­Platform 149

An IoT platform is a multi-layer technology that facilitates provisioning,


automation, and management of connected devices. It essentially connects a
diversity of hardware to the cloud utilizing enterprise-grade security mechanisms,
data processing capabilities, and connectivity options. An IoT platform provides a
set of ready-to-use features for developers that could considerably speed up the
development of applications for IoT and wearable devices, and cut down signifi-
cant costs. Moreover, platforms are perfect when it comes to scalability and device
heterogeneity.
Initially, IoT platforms were intended to act as a middleware, i.e. to function as
a mediator between the hardware and application layers. To be practical, IoT mid-
dleware is expected to support interfacing with any type of connected devices and
merge in with third-party applications without any issue.
Below are some of the popular IoT platforms available in the market today:
●● Amazon Web Services (AWS)
The cloud services provided by Amazon comprise an IoT suite that supports all
aspects and needs of IoT applications. Examples of IoT services provided by
AWS include AWS IoT Core, which deals with building IoT applications; AWS
IoT Device Management which allows straightforward addition and organiza-
tion of devices; AWS IoT Analytics, which provides a service for automated ana-
lytics of large amounts of diverse types of data that comes from different types
of devices; and AWS IoT Device Defender, which supports the configuration of
security mechanisms for connected devices.
●● Google Cloud IoT
Google Cloud is another global platform that supports IoT solutions. Its IoT
package enables the developers to create and manage systems regardless of size
and complexity. Dedicated IoT services include: Cloud IoT Core, Cloud Pub/
Sub, and Cloud Machine Learning Engine.
●● Microsoft Azure IoT Suite
Microsoft Azure is another global cloud service provider in the same league as
AWS and Google Cloud Platform. Azure IoT Suite offers both preconfigured
and customizable solutions. Service packages similar to the ones offered by
AWS and Google are available too.
Other major platforms include SAP, Salesforce IoT, Oracle Internet of Things,
Cisco IoT Cloud Connect, IBM Watson Internet of Things, GE predix, Autodesk
Fusion Connect, ThingWorx (now acquired by PTC), and Xively Platform.
Fog platforms also exist. For example, AWS IoT Greengrass extends AWS to
edge devices so they can operate locally on the data they generate, while the cloud
is still used for management, analytics, and archiving/storage purposes. With
AWS IoT Greengrass, IoT and wearable devices can run AWS Lambda functions,
use machine learning models, sync data in devices, and establish secure commu-
nication with other devices, even when they are not connected to the Internet.
150 7  Cloud and Edge: Architectures, Topologies, and Platforms

With AWS IoT Greengrass, you can use familiar programming languages and
models to create and test your device software in the cloud and then deploy it.
AWS IoT Greengrass can be programmed using familiar languages and program-
ming models to filter device data, manage the device data, and only send neces-
sary information back to AWS. AWS IoT Greengrass Connectors can also be used
to connect to third-party applications, on-premises software, and other AWS
services.
AWS IoT Greengrass lets the developers create IoT solutions that connect differ-
ent types of devices with the cloud and each other. Devices that run Linux, such
as Raspbian, Arm, and x86 architectures can host AWS IoT Greengrass Core
which enables the local execution of AWS Lambda code, security, messaging, and
data management.

7.4.1  Criteria for Choosing a Platform


As seen from the previous section, there are numerous IoT platform options to
choose from, which makes it difficult to find the best solution for the project in
hand. Below are the major criteria for choosing an IoT platform:
●● Cost and Payment Model: Some platforms use the pay-as-you-go model
where the client is charged only for the resources they actually consume (i.e.,
AWS IoT Core), while other platforms use the subscription model with a flat fee
monthly bill (i.e., Salesforce). Depending on the project needs, one should
choose the payment model that works best.
●● Platform Stability: With so many platforms in the market, it is likely that
some will go down at some point. It is important to choose a platform from a
reputable vendor that will likely be around for several years.
●● Platform Scalability and Flexibility: In many cases, the project needs will
change with time. Developers have to make sure that the chosen platform can
accommodate the needs of the project if scaled up. In addition to scalability, the
platform should be flexible enough to keep up with the newly emerging tech-
nologies, protocols, and features. Flexible platforms are often those that are
built on open standards and are committed to keeping pace with the rapidly
changing protocols and standards. It is also crucial that the platform is unbound
to hardware and network.
●● Time to Market: As mentioned previously, one of the greatest advantages
of using an IoT platform is that it accelerates the time to market. A realis-
tic estimate of how long the deployment process takes to get to market
should be inquired prior to making the deal. Data analytics capabilities
and data ownership are also important factors to consider when choosing
a platform.
7.6  ­Conclusio 151

7.5 ­Data Analytics and Machine Learning

One of the core subjects in IoT and wearable technology is how to make sense of
the massive amount of data that is generated. As mentioned previously, the real
impact of data coming from smart devices is realized only when the analysis of
the data leads to actionable business insights.
Because much of this data can seem beyond grasp, specialized algorithms and
tools are needed to find the data relationships that will lead to useful insights. This
brings us to the topic of machine learning.
Machine learning is part of a larger set of technologies commonly grouped
under the umbrella of artificial intelligence (AI). Once collected data are ana-
lyzed, intelligent actions need to be taken. Performing such analysis manually is
close to impossible or very impractical.
The most useful feature of machine learning in IoT and wearable technology is
that it can detect outliers and abnormal activities and trigger necessary actions
accordingly. As it learns more and more about an event or activity, it gets more
accurate and efficient. Moreover, machine learning algorithms can create models
which predict future events precisely by identifying the factors that lead to a par-
ticular result.
The difficulty, however, lies in determining the right algorithm and the most
appropriate learning model for each use case. Such analysis goes beyond the scope
of this chapter, and the reader is referred to a couple of resources that can be
found in the references section of this chapter ([2, 3]).

7.6 ­Conclusion

The cloud offers a wide range of functions and solutions; however, certain analy-
sis should be performed on the edge, closer to the devices where data are being
generated to solve security, cost, and latency issues found in cloud.
Selecting the cloud service models and frameworks, fog topology, and analytics
modules is an important task where much literature dives deep into the minute
details of creating and deploying them. The design team must have an under-
standing of the topology and framework and be able to choose the best architec-
ture to address the data needs of the project in hand with possible future scaling
in mind.
It was demonstrated in this chapter that the maximum gain from IoT or wear-
able technology projects can only be achieved from an optimal combination of
cloud and edge computing where both work together to achieve the desired out-
comes of the project.
152 7  Cloud and Edge: Architectures, Topologies, and Platforms

Problems

1 Research examples of IoT and wearable devices with each example utilizing
one of the cloud types mentioned in this chapter.

2 Research examples of IoT and wearable devices with each example utilizing
one of the cloud service models mentioned in this chapter.

3 You are working on developing a new smart home virtual assistant. Research
five of the IoT platforms mentioned in this chapter, then narrow down your
selection for this project to two candidates. Justify your choices.

4 List five applications or device ideas that could benefit from a fog layer. Justify
your answer.

5 Research five open-source API platforms and compare between their func-
tionalities, features, and related criteria in a comparison table.

6 Comment on the mechanism of a simple REST client example for retrieving


API data from an IoT or wearable device.

7 Pick an IoT or wearable technology application and comment on how involv-


ing a machine learning algorithm will lead to more useful insights.

8 Compare through a table the differences between the OpenStack and OpenFog
architectures

Technical Interview Questions

1 What are the main service models in cloud computing?

2 What would be your potential choices of platforms to be used in a project


based on large-scale cloud computing?

3 What are some of the cloud computing platform databases used in the indus-
try? What would your choice be for a fitness tracking project?

4 Describe the process of cloud migration.

5 How would you move workloads to the cloud using Azure?


References 153

6 Why Application Programming Interfaces (APIs) are used in cloud services?

7 What are some of the important questions you would ask a client if you were
tasked with migrating a high traffic on-premise data and application to
the cloud?

8 How would you move 1 billion files from an on-premise data center to
the cloud?

9 How have you used DevOps3 in a project and how has it added value to your
clients?

10 Describe a deployment of cloud computing for an IoT project.

11 Describe cloud application security requirements.

12 How are XML and JSON used in cloud computing?

13 Comment on the importance of a database in Edge computing.

14 What are the three types of data used in cloud computing?

15 What are the cloud architecture layers used in AWS?

16 What is the difference between elasticity and scalability in cloud computing?

References

1 OpenFog Consortium (2017). OpenFog reference architecture for fog computing,


Produced by the OpenFog Consortium Architecture Working Group. https://
www.openfogconsortium.org/wp-content/uploads/OpenFog_Reference_
Architecture_2_09_17-FINAL.pdf.
2 Kapoor, A. (2019). Hands-on Artificial Intelligence for IoT: Expert Machine
Learning and Deep Learning Techniques for Developing Smarter IoT Systems.
Birmingham, UK: Packt.
3 Al-Turjman, F. (2019). Artificial Intelligence in IoT. Lüneburg, Germany: Springer.

3  DevOps is a set of practices that integrate software development and IT operations aiming at
shortening the project development life cycle.
154 7  Cloud and Edge: Architectures, Topologies, and Platforms

Further Reading

Accenture (2010). Cloud computing and sustainability: the environmental benefits of


moving to the cloud, Accenture, Dublin.
Binz, T., Breiter, G., Leyman, F., and Spatzier, T. (May 2012). Portable Cloud Services
Using TOSCA. IEEE Internet Computing 16 (3): 80–85.
Binz, T., Breitenbücher, U., Kopp, O. et al. (2013). Improve resource-sharing through
functionality- preserving merge of cloud application topologies. Proceedings of the
3rd International Conference on Cloud Computing and Service Science, CLOSER
2013. Aachen, Germany: SciTePress.
Breitenb Ucher, U., Binz, T., Kopp, O., and Leymann, F. (2013). Pattern-based
Runtime management of composite cloud applications. Proceedings of the 3rd
International Conference on Cloud Computing and Service Science, CLOSER 2013.
Aachen, Germany: SciTePress.
Chen, X., Jiao, L., Li, W., and Fu, X. (2016). Efficient multi-user computation
offloading for mobile-edge cloud computing. IEEE/ACM Transactions on
Networking 24: 2795–2808.
Coraid (2013). The fundamentals of software-defined storage – Simplicity at scale for
cloud architectures. A white paper by Coraid.
Grindle, M., Kavathekar, J., and Wan, D. (2013). A new era for the healthcare
industry - Cloud computing changes the game. A white paper by Accenture.
Khan, A.M. and Freitag, F. (2017). On edge cloud service provision with distributed
home servers. Proceedings of the IEEE International Conference on Cloud Computing
Technology and Science (CloudCom), Hong Kong (11–14 December 2017).
Li, F., Ogler, M.V., Claeß ens, M., and Dustdar, S. (2013). Efficient and scalable IoT
service delivery on cloud. 6th IEEE International Conference on Cloud Computing,
(Cloud 2013), Industrial Track, Santa Clara, CA, USA.
Li, F., Vögler, M., Sehic, S. et al. (2013). Web-scale service delivery for smart cities.
IEEE Internet Computing 17 (4): 78–83.
Lin, J., Yu, W., Zhang, N. et al. (2017). A survey on internet of things: architecture,
enabling technologies, security and privacy, and applications. IEEE Internet of
Things Journal 4: 1125–1142.
Liu, H., Eldarrat, F., Alqahtani, H. et al. (2017). Mobile edge cloud system:
architectures, challenges, and approaches. IEEE Systems Journal 12 (3): 1–14.
Miluzzo, E. (2014). AT&T labs research, I’m cloud 2.0, and I’m not just a data center.
IEEE Computer Society 18 (03): 73–77.
OASIS (2013). Topology and orchestration specification for cloud applications
(TOSCA).
Östberg, P.O., Byrne, J., Casari, P. et al. (2017). Reliable capacity provisioning for
distributed cloud/edge/fog computing applications. Proceedings of the 2017
Further Reading 155

European Conference on Networks and Communications (EuCNC), Oulu, Finland


(12–15 June 2017), pp. 1–6.
Ren, J., Pan, Y., Goscinski, A., and Beyah, R.A. (2018). Edge computing for the
internet of things. IEEE Network 32: 6–7.
Satyanarayanan, M. (2017). The emergence of edge computing. Computer 50: 30–39.
Simmhan, Y. (2013). Cloud-based software platform for big data analytics in smart
grids. Co-published by the IEEE CS and the AIP, California, USA: University of
Southern California.
Wang, W. (2012). Integrating sensors with the cloud using dynamic proxies. IEEE
23rd International Symposium on Personal Indoor and Mobile Radio
Communications (PIMRC), Sydney, Australia.
Wang, L., Jiao, L., Kliazovich, D., and Bouvry, P. (2016). Reconciling task assignment
and scheduling in mobile edge clouds. Proceedings of the IEEE 24th International
Conference on Network Protocols (ICNP), Singapore (8–11 November 2016), pp. 1–6.
Wang, N., Varghese, B., Matthaiou, M., and Nikolopoulos, D.S. (2017). ENORM: a
framework for edge node resource management. IEEE Transactions on Service
Computing Sustainability 2018: 10.
Wettinger, J., Behrendt, M., Binz, T. et al. (2013). Integrating configuration
management with model-driven cloud management based on TOSCA. Proceedings
of the 3rd International Conference on Cloud Computing and Service Science,
CLOSER 2013. Aachen, Germany: SciTePress, pp. 437–446.
Xu, L. (2012). Cloud-based monitoring framework for smart home. IEEE 4th
International Conference on Cloud Computing Technology and Science,
Taipei, Taiwan.
Xu, J., Palanisamy, B., Ludwig, H., and Wang, Q. (2017). Zenith: utility-aware
resource allocation for edge computing. Proceedings of the IEEE International
Conference on Edge Computing (EDGE), Honolulu, HI, USA (25–30 June 2017),
pp. 47–54.
Yerva, S.R. (2012). Cloud-based social and sensor data fusion. The International
Conference on Information Fusion, Singapore.
Zhang, Y., Huang, H., Xiang, Y. et al. (2017). Harnessing the hybrid cloud for secure
big image data service. IEEE Internet of Things Journal 5 (5): 1380–1388.
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networks into internet of things. 2010 IEEE/IFIP International Conference on
Embedded and Ubiquitous Computing, Hong Kong, China, pp. 347–352. [4]
Tridium, “JACE Controller.”.
157

Security

8.1 ­Introduction

While many of the emerging IoT and wearable technology applications are giving
rise to beneficial and innovative uses, they also pose security and privacy concerns
that are largely unexplored. In fact, a new research area concerning the security of
these technologies has recently emerged.
According to a recent study on ten commercially available smartwatches, it was
found that all of them exhibit a form of vulnerability which includes poor authen-
tication, weak encryption techniques, and privacy-related issues. For instance,
only 50% of the surveyed devices offered a screen lock mechanism by either a PIN
or a custom pattern, while 70% transmitted data without any form of encryption.
It was recently reported that a hacker could control the mechanism of an insulin
regulator wirelessly from hundreds of feet away to deliver a lethal dose to a user.
Further, it was demonstrated that a hacker could deliver a lethal voltage shock to
a patient with a pacemaker. One can think of other horrifying scenarios!
The infrastructure of IoT and wearable systems encompass a wide spectrum of
components and technologies, and each is susceptible to a number of vulnerabili-
ties and threats. It is crucial to ensure that each component is safe and secure.
Compared to laptops, smartphones, and tablets, which were swiftly embraced
by consumers, IoT and wearable devices are being adopted on a relatively slower
pace. However, it is never too early to pay particular attention to the inevitable
security risks that come with these technologies. These concerns will be more
serious in the coming years as these devices become more mainstream, and with-
out the right security controls, data exchanged and shared by IoT and wearable
devices could end up being used in ways never intended or even imagined. New
forms of identity theft, harassment, stalking, and fraud are already emerging.

Fundamentals of IoT and Wearable Technology Design, First Edition. Haider Raad.


© 2021 by The Institute of Electrical and Electronics Engineers, Inc.
Published 2021 by John Wiley & Sons, Inc.
158 8 Security

This Chapter examines the security goals that every designer should aim to
achieve. Next, an overview of the most important security challenges, threats,
attacks, and vulnerabilities faced by IoT and wearable devices is provided. Finally,
a list of security design consideration and best practices that have historically
worked are discussed.

8.2 ­Security Goals

The goals of information security are defined best by the CIA triad. Not to be con-
fused with the U.S government agency, CIA stands for Confidentiality, Integrity,
and Availability. The goals of information security, and its largest branch, cyberse-
curity, are to protect the confidentiality of information, the integrity of informa-
tion from unauthorized changes, and to ensure the availability of information to
the users at the expected performance level. The term information and data in the
CIA triad has a broad definition, and it spans from high-level user information to
metadata clues.
With IoT and wearable solutions maturing and taking on key responsibilities,
security becomes a critical issue. Like everything else, makers of IoT and wearable
devices are forced to develop their products within the boundaries of the informa-
tion security goals which apply to both data in motion (during transmission) or
data at rest (stored data or system configuration). However, these devices create
new entry points for attackers to get into the system which requires additional
security goals on top of the CIA:
Confidentiality: Confidentiality is an important security feature in IoT, but it
may not be mandatory in some scenarios where data is presented publicly.
However, in most cases and scenarios data is sensitive and must not be dis-
closed or read by unauthorized entities. Sensitive data include, but not limited
to, personal biometric data from wearables and smart home applications,
patient data, private business data, and military data.
Integrity: Integrity models ensure that data remain clean and trustworthy by
protecting against intentional or accidental changes to the system data.
Availability: Availability models keep data, services, and resources available
for authorized users at any given time or situation (i.e. during natural disas-
ters). Different hardware and software components in IoT and wearable
devices must be able to provide services even in malicious environments or
adverse situations. Different applications have different availability require-
ments, for example, remote health monitoring systems would most likely
have higher availability requirements than a farm soil moisture monitor-
ing system.
8.3  ­Threats and Attack 159

Authentication and Authorization: Authentication is the process of identifying


the device and confirming the device’s ID is valid, while authorization provides
a mechanism to associate a specific device to certain permissions. Different
authentication and authorization requirements call for different solutions in
different applications.
Auditing: Auditing refers to the systematic evaluation of the security of a device
by assessing how well it performs when it is tested under an established crite-
ria. In IoT and wearable devices, the need for auditing depends on the type of
application and its value. IoT auditing services are actually offered by a number
of businesses in the industry where every feature in the device is tested for a list
of security vulnerabilities.
Nonrepudiation: Nonrepudiation serves as a definitive proof of the validity and
origin of all data transmitted and received. In other words, it ensures that a
sender cannot deny having sent the data, nor the receiver can deny having
received the data. It is worth noting that this has limited applications in IoT and
wearable technology.

8.3  ­Threats and Attacks

The sophistication of cyberattacks targeting IoT and wearable devices is on the


rise. In fact, 2016 witnessed the emergence of an IoT-based botnet1 that almost
paralyzed the Internet.
Besides botnets, the following years witnessed a growing increase in malwares,
and cryptominers that can be used to target cryptocurrency. It is also worth men-
tioning that cloud storage poses threats with high impact due to the large amount
of Personally Identifiable Information (PII). Moreover, attacks on the cloud are
normally sophisticated, coordinated, planned well ahead of time and are con-
ducted by professional cyber attackers.
The motivations behind cybercrimes can be quite simple: money and informa-
tion. According to one study, financial and espionage-driven motivations make up
about 93% of attacks. Attacks driven by large-scale disruption and destruction
such as terrorism and revenge attacks are among other motivations.
Some of the most notable attacks including malware based (such as Mirai,
Satori, and VPNFilter), exploit kits, and advanced persistent worms such as
Stuxnet. Cybercriminal and state-sponsored activities which are exploited to
access sensitive data, instill operational, or cause a reputational damage are pos-
sible due to system vulnerabilities such as:

1  A botnet is a number of devices connected to the Internet that can be used to perform
Distributed Denial-of-Service (DDoS) attacks, access device data, send spam, etc.
160 8 Security

a) Weak authentication mechanisms


b) Weak password standards
c) Poor cryptography implementation which promotes man-in-the middle
attacks, and session and protocol hijacking

8.3.1  Threat Modeling


To better illustrate the threat landscape in the realm of IoT and wearable technol-
ogy, we can use threat modeling.
Threat modeling is a structural and systematic way by which potential threats
can be identified, prioritized, and eventually mitigated. The objective of such
modeling is to provide cybersecurity teams with a systematic perspective of the
potential attacker’s profile, attack vectors, and the assets most likely to be targeted
by an attacker.
There are various ways and methodologies of establishing threat models, we
will adopt one model created by Microsoft, called STRIDE:
Spoofing: A spoofing attack takes place when an attacker pretends to be someone
they’re not. An attacker may be able to pull out cryptographic key data from a
device, then accesses the system with another device using the stolen identity
of the device the key has been taken from.
Tampering: Tampering refers to maliciously modifying processes, data at rest, or
data in-transit. An attacker may partially or fully replace the software running
on the device, which can potentially have adverse consequences if the attacker
is able to add or remove some functional elements, or modify or destroy impor-
tant data.
Repudiation: Repudiation refers to denying that an activity or an event has taken
place. Attackers often try to hide their malicious actions, to avoid getting
detected. For example, they might try to erase their illegal activities from the
logs or spoof the credentials of another user.
Information Disclosure: Information Disclosure refers to data leaks or data
breaches. Attackers may try to run a modified software on the compromised
system which could potentially help leak data to unauthorized parties. In IoT
and wearable applications, the attacker may try to gain access into the commu-
nication path between the device and gateway, or gateway to cloud to extract
information.
Denial of Service: Denial of Service refers to degrading or denying a service or
network resources to users. In some cases, attackers would benefit from prevent-
ing users to access a system, for example as a way to blackmail and coerce them.
Elevation of Privilege: Elevation of Privileges refers to gaining access to
resources that one is not allowed. Once a user is identified on a system, they
8.3  ­Threats and Attack 161

typically have some form of privileges, for instance, they are authorized to
­perform some actions or access some resources, but not necessarily all of them.
Therefore, an attacker might attempt to gain additional privileges, for example
by spoofing a user with higher privileges or by tampering the system to upgrade
their own privileges.

8.3.2  Common Attacks


Common cyberattack types in IoT and wearable technology based on such threat
models include:
1) SQL Injection Attacks: An attacker can use an SQL (Structured Query
Language) injection to bypass the authentication and authorization mecha-
nisms of a web application mainly to access the contents of a database. It can
also be used to modify the records in a given database (which affects data integ-
rity) and to provide an attacker with unauthorized access to sensitive informa-
tion including: PII, which is information that can be used to identify, contact,
or locate a user, customer data, and other sensitive data.
2) Account Brute Force Login Attacks2: This is one of the oldest and most
common attacks performed against Web applications. The goal of a brute force
attack is to penetrate user accounts by repeatedly attempting to guess the pass-
word of a user.
3) Distributed Denial-of-Service (DDoS) Attacks: a DDoS attack is an attempt
to force an online service to be unavailable via overwhelming it with excessive
traffic. Due to low computational power and memory capabilities, the majority
of IoT devices are vulnerable to such attacks.
4) Default Password and Dictionary Attacks: are the most common large-
scale attacks. Failing to change the vendor’s default password is a substantial
security risk. It is worth noting that some computing devices, such as routers,
typically come with a unique default password printed on a sticker (affixed on
the back of the device), which is considered a more secure option. However,
some manufacturers derive the password from the device’s MAC address using
a standard algorithm, in which case passwords could be easily reproduced by
cybercriminals. Dictionary attacks, on the other hand, are performed by trying
possible combinations of letters and numbers to guess the password.
5) Back Door Attacks: A backdoor attack is a way of accessing a system program
through bypassing its security mechanisms. A code developer may intentionally
install a back door so that the program can be accessed for troubleshooting

2  Brute Force Attack: is a trial and error technique used by application algorithms to decode
encrypted data such as passwords or Data Encryption Standard keys.
162 8 Security

purposes. However, hackers often make use of back doors as a part of a malicious
exploit.
6) Physical Attacks and Theft: This type of attack deals with tampering with
the hardware components. IoT devices are more susceptible to such attacks
than wearables due to their unattended and geographically distributed
nature. Moreover, IoT devices operate in outdoor environments in many
applications which make them more prone to tampering and theft.

8.4 ­Security Consideration

Security for IoT devices has to be considered from the first phase of design and not
retrofitting it at the end since it would be too late at that point. Security also needs
to be viewed both holistically and atomistically from the “thing” to the cloud.
Each component in the system should have a list of security parameters and
enablers.
A plethora of lists of security considerations and ideas that have traditionally
worked exist in the literature. For example, enabling safe over-the-air updates to
maintain security codes up to date, securing sensitive data and safeguarding regu-
latory compliance, managing the lifecycle of each device, and using the most cur-
rent operating system and libraries with all relevant patches have all been
recommended as good practices during the design phase.
Biometric user authentication has also been considered as a possible solution to
some common threats. Biometric authentication offers more convenience in
wearable devices, especially in compact platforms where passwords and PIN
codes would be less appropriate. However, this solution will cover specific aspects
of the raised privacy and security concerns, but could certainly trigger more.
In addition to the functional aspects, security solutions for IoT and wearable
technology have to also be scalable and flexible enough to be integrated with plat-
forms of enterprise systems in cost-effective manner.
In 2019, the European Union Agency for Cybersecurity (ENISA) published a
document entitled “Good Practices for Security of IoT.” The aim of the report was
to provide guidelines and recommendations for designers and developers for
countering and mitigating the threats impacting IoT. The report recognizes that
securing IoT can be a tough task for software developers if hardware is not
equipped with security capabilities. For instance, when integrating a powerful
cryptographic algorithm in the software stack, a Trusted Platform Module (TPM)
is used in the hardware to ensure that the private key will not be compromised.
Therefore, the underlying hardware cannot be neglected when developing IoT
projects. In fact, the security approach is conceived as a set of requirements where
the design of hardware influences the design of software.
8.4 ­Security Consideratio 163

A comprehensive view of the Secure IoT Software Development Life Cycle


(SDLC) landscape which indicates the areas that require protection are classified
into three main groups:
●● People: Security considerations that could impact every stakeholder involved
in the life cycle of a product, from the developer(s), to the end users.
●● Processes: This involves all security aspects of the software conception, devel-
opment, to deployment in the market.
●● Technologies: This involves technical procedures and elements used to reduce
vulnerabilities and deficiencies during the software development process.

In this section, we will list the measures that are most relevant to the design of
IoT and wearable devices.

1)  Test the Third Party Process: Prior to integrating components or services from
third party suppliers, a process must be defined to test their security
performance.
2)  Define an Incident Management Plan: A plan to manage vulnerabilities and
updates must be defined, including third-party components, along with the
necessary actions to combat security incidents during software development.
3)  Implement Configuration Management and Authorization Policy: The integ-
rity of the system has to be appropriately managed by ensuring that only
authorized changes can be made to the configuration. A privilege based
scheme has to also be established to prevent unauthorized users from access-
ing restricted resources.
4)  Define Security Metrics: Security metrics have to be defined and implemented
to ensure that the security requirements are fulfilled throughout the lifecycle.
5)  Provide a Secure Framework: A framework to implement security by design
must be defined and implemented throughout the solution lifecycle.
6)  Specify Security Requirements: To include features that ensure regulatory
compliance and avoid vulnerabilities; security requirements must be identi-
fied prior to development.
7)  Perform Risk Assessment: Risks throughout the software development
process have to be identified by analyzing all the data sources, storage,
applications, or third parties, if any.
8)  Implement Data Classification: Data has to be classified based on their level
of sensitivity to establish appropriate protection measures.
9)  Ensure That the Hardware Requirements Derived from Software Requirements
are Considered: Additional requirements stemming from hardware
implementation must be defined and documented.
10)  Implement Authorization: In an IoT system, access control must be imple-
mented to verify that users and applications have the right permissions.
164 8 Security

11)  Secure Storage of Users’ Credentials: User credentials of IoT devices must be
protected from disclosure, i.e. using hash functions for storing passwords.
12)  Use Libraries and Third-Party Components that are Patched for Latest Known
Vulnerabilities: Software libraries and frameworks to be included in the pro-
ject must be verified that they are patched for the latest known security vul-
nerabilities. An upgrade roadmap for libraries and third-party components
must also be established.
13)  Use Secure Communication Protocols: It must be ensured that communica-
tions will not be compromised by utilizing encrypted channels and authenti-
cated connections in order to share data between IoT devices.
14)  Use Proven Encryption Techniques: System data should be protected using
encryption algorithms that are proven to be secure.
15)  Implement Secure Web Interfaces: Web interfaces or technologies used in IoT
systems should also be secured in order to be used.
16)  Implement Secure Coding Practices: During the design process, the software
under development must be tested to ensure that the authentication mecha-
nism conforms to globally accepted practices and that queries use parameteri-
zation to avoid code injections.
17)  Implement Anti-Tampering Features: Countermeasures have to be deployed to
prevent unauthorized code modification in all steps of the development process.
18)  Perform IoT SDLC Tests: A penetration test has to at least be carried out when
the software development is complete.
19)  Enforce the Change of Default Settings: Change of default settings must be
ensured at first user interaction with the device.
20)  Use Substantiated Underlying Components: Component customizations
must be restricted in order to not compromise security functionalities.
21)  Implement Interoperability Open Standards: This is done to enhance secure
integration processes.
22)  Provide Audit Capability: Security events must be ensured that they are regis-
tered in software logs.

8.4.1  Blockchain
A blockchain is a series of time-stamped records of data that are linked and
secured using cryptography. Each block contains a cryptographic hash of the pre-
vious block, and transactions are managed by a cluster of computers not owned by
any single entity.
Characteristics of blockchain are:
1) Data contained in a blockchain is resistant to modification.
2) Transactions between two parties are recorded permanently and verifiably by
an open, distributed ledger.
8.4 ­Security Consideratio 165

3) A blockchain is typically managed by a peer-to-peer network conforming


to a protocol for inter-node communication that constantly validates
new blocks.
4) Once the data contained in a block is recorded, it cannot be altered retroac-
tively without altering the entirety of all subsequent blocks, which requires
consensus from the majority in a given network.
Blockchain nodes are somewhat similar to how smart objects and systems are
connected in a network. It treats the data transaction the same way it would treat
financial transactions on a Bitcoin network, and hence, IoT and wearable systems
utilizing blockchain would allow secure, consensus-based messaging between
nodes in a network. This will lead to simplifying business processes, improving
transparency, providing autonomy, saving costs, and making connected objects
such as cars and appliances more reliable and secure.
Here is how blockchain and smart devices can work together:
●● Security: The ledger used in blockchain cannot be manipulated or tampered
with which adds another layer of security if implemented in an IoT or wearable
system. Moreover, the autonomous security solution blockchain provides makes
it a perfect element for IoT and wearable solutions.
●● Decentralization: The power of a blockchain lies in the fact that there is no
single entity controlling the state of transactions. Furthermore, redundancy is
enforced in the system by ensuring that every node using blockchain maintains
a copy of the ledger. Assuming trustless messaging between nodes in a block-
chain network, the system must live by consensus.
●● Encryption and Distribution: The use of encryption and storage distribution
in blockchain allow data to be recorded securely in IoT and wearable systems
without any human interference which preserves the data integrity allowing it
to be trusted by all parties involved in the network.
●● Communication Assurance: Blockchain allows IoT and wearable devices
to securely communicate and exchange transactions with a very high assur-
ance that everything will be processed as per the predefined terms of
contract.
●● Cost Saving: Since no middleman is needed in exchanged and shared block-
chain data, significant costs can be saved in the transaction chain. Using smart
contracts, blockchain can allow IoT and wearable devices to automate data
transactions across various networks.
●● Tracking: Blockchain can keep unalterable records of the history of an IoT or
wearable device. In a network, this property would allow smart devices to
autonomously function without the need for a centralized authority. This is just
like in cryptocurrencies where direct payment services are provided without the
need of any third-party handler.
166 8 Security

Blockchain and IoT are two technologies that will continue to thrive as they
both become more pervasive and mainstream.
The aim of this section was to introduce blockchain technology, and there is cer-
tainly much more material to cover but it is beyond the scope of this book. The reader
is referred to some suggested books specialized in this vital topic (in the Further
Reading section). It is crucial that one understands the complexities involved in
blockchain deployment before launching into using it for IoT or wearable projects.

8.5 ­Conclusion

IoT and wearable technology face a number of threats that must be recognized for
proactive measures to be taken. These technologies comprise a conglomeration of
components, and each of these components is subjected to a number of vulnera-
bilities and threats. It is crucial to ensure that each component is safe and secure.
Security is a process that must be considered in the first phase of design and
applied throughout the lifecycle of product. To achieve security, the design and
development team must be able to define risks and make informed decisions about
how to best address them. Fortunately, much of what is needed to minimize risks
from threats is already available. Networks can be secured with the right equipment,
configuration, practices, and policies. Threats and attacks from risky practices of
unaware users can be identified and mitigated with the right techniques and training.

Problems

1 How would cybersecurity affect the development and implementation of the


IoT and wearable technology globally?

2 Research the commercially available security solutions dedicated for IoT and
wearable technology. Compare between their effectiveness based on the tar-
geted area.

3 You are working on prototyping a smart garden moisture sensor. Assuming


you are still in the early stages of the prototype (breadboarding), what would
you do to secure a) software, b) hardware?

4 Create a table that maps the security goals against threats and attacks men-
tioned in this chapter.

5 You are designing a wearable device that controls a pacemaker. What are the
possible threats and attacks? What is your risk assessment strategy?
Technical Interview Questions 167

6 You are working on a project that involves designing a smart door lock
that can be controlled remotely. What are most important security
considerations?

7 How would you prevent brute force attacks when planning your IoT
projects?

8 Research how Mirai and Satori attacks are related. What can you do to
prevent such attacks in the future?

9 Research the different deployment models a DDoS mitigation provider may


offer. What would you choose for an IoT-based smart home project?

10 Would your soil moisture monitor project benefit from blockchain technol-
ogy? Why, or why not?

Technical Interview Questions

1 What is the difference between encoding and encryption?

2 What is the difference between encryption and hashing?

3 What are some of the most common cyberattacks?

4 Talk about cognitive cybersecurity?

5 What is SQL injection? How would you prevent it?

6 How would you detect IoT security incidents on your product?

7 What are the differences between Vulnerability Assessment and Penetration


Testing?

8 What is the difference between Intrusion Detection System and Intrusion


Prevention System?

9 What is the difference between symmetric and asymmetric encryption?


Which one would you use for an IoT or wearable project?

10 What are the main assets you would focus on in your security strategy for
developing an IoT project?
168 8 Security

F
­ urther Reading

Abomhara, M. and Køien, G.M. (2015). Cyber security and the internet of things:
vulnerabilities, threats, intruders and attacks. Journal of Cyber Security and
Mobility 4 (1): 65–88.
Andreev, S. and Koucheryavy, Y. (2012). Internet of things, smart spaces, and next
generation networking. Proceedings of 12th International Conference, NEW2AN
2012, and 5th Conference, ruSMART 2012, St. Petersburg, Russia (27–29 August
2012). LNCS, Springer, vol. 7469, 464.
Ansari, S., Rajeev, S., and Chandrashekar, H. (2002). Packet sniffing: a brief
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171

Concerns, Risks, and Regulations

9.1 ­Introduction

In 2015, a father walked into his three-year-old son’s room, hearing a voice of an
adult male coming through the baby monitor, saying “Wake up little boy, daddy’s
looking for you.” The kid’s family found out that the baby monitor had been
remotely hacked by a stranger, which was also able to control the camera of the
baby monitor and spy on the family.
While IoT and wearable technology are giving rise to a spectrum of new appli-
cations and innovative uses, as well as promising super attractive user benefits,
they also pose new concerns that are largely unexplored.
This chapter first addresses the privacy issues and concerns arising from IoT and
wearable technology, including those related to health data and data collected from
children. The chapter next turns to safety and health issues, then discusses social
and psychological impacts of these technologies. Finally, the chapter examines
regulatory actions in the United States set by the federal government, including the
Federal Trade Commission (FTC), National Telecommunications and Information
Administration (NTIA), and by private companies practicing self-regulation within
the industry. As a means of comparison, this chapter next discusses the regulatory
actions taken by the European Union.

9.2 ­Privacy Concerns
The topic of privacy concerns in technology is not new, and it is certainly not lim-
ited to digital technologies. In fact, it has been discussed as early as in the nine-
teenth century by Louis Brandeis and Samuel Warren who defined in their work
“The Right to Privacy” the protection of the private domain as the founding basis

Fundamentals of IoT and Wearable Technology Design, First Edition. Haider Raad.


© 2021 by The Institute of Electrical and Electronics Engineers, Inc.
Published 2021 by John Wiley & Sons, Inc.
172 9  Concerns, Risks, and Regulations

of individual freedom in the modern age in response to the capacity elevation of


government, press, and their related institutions to invade facets of personal activ-
ities that became accessible under new technological change.
However, privacy issues related to mobile and emerging technologies are rela-
tively new, and complex to study and analyze. Furthermore, IoT and wearable
devices that continuously collect information utilizing peripherals and sensors
such as: microphones, cameras, and Global Positioning Systems, add newer chal-
lenges to the user’s privacy.
Compared to laptops, smartphones, and tablets, which were swiftly embraced
by consumers, IoT and wearable devices are being adopted on a relatively slower
pace. However, it’s never too early to pay particular attention to the inevitable
privacy risks that they will bring. New forms of identity theft, harassment, stalk-
ing, and fraud are already emerging.
Previous studies show that most users are not aware of what data are being col-
lected and how they are processed. For example, whenever an Apple phone user
asks Siri a question, their voice is sent as a file to the data servers at Apple’s head-
quarter for analysis. The file is then given a number that associates the phone to
the question asked. These data are then stored on Apple servers for up to two years
for testing purposes, though the file number is deleted after six months.
The FTC has addressed the privacy concerns associated with IoT devices due to
the fact that they collect a large amount of sensitive information, including biom-
etric data, geolocations, and financial information. The FTC has also reported that
if 10 000 households use an IoT-based home automation product from a single
company they can collectively generate 150 million data points each day. In 2014,
the FTC Bureau of Consumer Protection addressed the potential privacy risks of
geolocation data collected from wearables and discussed how location data could
potentially expose highly personal information about an individual, such as
whether a user has visited an AIDS clinic, a hospital, or a worship facility. Clearly,
such data can be misused if accessed by malicious attackers, if traded with
­companies, or if gathered by stalking apps. Geolocation data can also facilitate
criminal activities such as stalking, robbery, and even kidnapping, as such data
can easily pinpoint a user’s current or future location.
Another study conducted by FTC on twelve health-related apps showed that
sensitive health conditions such as pregnancy status, gender, and ovulation infor-
mation were transmitted to 76 third parties including advertisement and analytics
firms. Further, a recent study estimated that the information obtained from health
records holds about fifty times more value than credit card information as such
information can be easily used in identity theft and other fraudulent activities.
Furthermore, the privacy violations of the glasses-based wearables are widely
acknowledged. One survey showed that the vast majority of surveyed individuals
indicated that they would feel uncomfortable if a smart glass user records a video
9.3  ­Psychological and Social Concern 173

or snaps a photograph of them without their consent and considered it as a


­violation of their privacy. It is also worth mentioning that many entertainment
businesses such as movie theaters and casinos have banned the use of such devices
in their facilities due to privacy, and security, and copyright related concerns.
In a workplace environment, storing and transferring sensitive data using
wearables could violate privacy laws such as The Health Insurance Portability
and Accountability Act (HIPAA)1 or the firm’s Intellectual Property. One pro-
posed solution from business leaders is to create new organizational rules and
update the firm’s network security infrastructure in order to detect and poten-
tially control the data traffic from and to wearables. Another possibility is to
consider implementing a mobile device management (MDM) system to man-
age what features are enabled or disabled on the wearable device and the
smartphone. Furthermore, advanced security solutions could enable the analy-
sis of data flows and could aid in identifying the type of device transmitting any
data. For example, in platforms where wearable devices exist, a network admin-
istrator could be alerted when an out of network data communication takes
place. Even if this technique may not be able to block the communication,
detecting the transmission generated from the wearable device may be suffi-
cient to inform a network administrator that an unauthorized device is being
used on the network.

9.3 ­Psychological and Social Concerns

The twenty-first century is witnessing substantial technological changes which


have given rise to new social and psychological implications.
Along with the growth that IoT and wearable technology have undergone in the
past decade come new behavioral trends which may be indicative of social and
psychological influences among users. Hence, it is never early to address and con-
sider the potential adverse impacts of such effects and influences created by cur-
rent and foreseeable trends.
For example, while it is widely accepted that smartwatches greatly enhance our
connectivity, and allow us to attain regular tasks more conveniently, we have to bear
in mind that such technology is becoming increasingly invasive. It is also important
to consider the degree to which this could elevate stress levels and anxiety.

1  The Health Insurance Portability and Accountability Act (HIPAA) generally sets the
US standards for protecting health information, which may consist of electronic and other
forms of media containing identifiable information concerning an individual’s past, current, or
future physical or mental health that is generated or received by healthcare providers or
employers.
174 9  Concerns, Risks, and Regulations

Studies show that the average smartphone user unlocks their device 110 times a
day, a number that would undoubtedly increase once wearables become more
mainstream. Another study shows that the current generation spends about half of
their time thinking about something other than what they are intended to be doing
which affects their happiness and satisfaction levels. This is largely attributed to
the device’s distraction which diverts an individual from being immersed in a
genuine experience such as being sincerely engaged in a conversation, appreciating
a scenic view, or enjoying a good meal, to focusing on the continuous interruptions
from a phone’s text, app, or a social media notification.
Despite the many lifestyle benefits associated with IoT and wearable technol-
ogy, we need to also consider their potentials to disrupt users’ lives and the adverse
effects they cause on their social and mental well-being, which will be the discus-
sion topic of this section.

9.3.1  Psychological Concerns


While it is generally agreed that modern communication technologies are use-
ful and helpful, and make the lives of people easier, they may undeniably
make us restless, anxious, subject to frequent distractions, and always in need
for constant entertainment. What is not helping is that the pace at which tech-
nology is progressing is so fast that our psychological processes are not
keeping up.
In a book titled “iDisorder,” the author hypothesizes that many technology
users today could be diagnosed with what he calls an iDisorder. The author
describes the psychological disorder as follows: “An iDisorder is where you
exhibit signs and symptoms of a psychiatric disorder such as Obsessive–
Compulsive Disorder (OCD), narcissism, addiction or even Attention Deficit/
Hyperactivity Disorder (ADHD), which are manifested through your use, or
overuse, of technology.” A compulsive desire to check for text messages or
emails, a desperate need to constantly update your Facebook status, or an
obsessive addiction to iPhone games are all indications of iDisorder. There is no
doubt that technology is affecting the way our brains function, whether or not
these behavioral changes due to technology use are classified as a disorder, or a
form of mental illness.
Smartphones have brought a groundbreaking level of convenience to people’s
lives. On the flipside, they make us accessible at any minute to colleagues, employ-
ers, friends, and relatives which may not always be ideal.
The way in which technology now is integrated within our lives means that it is
becoming harder to achieve a work–life balance. The key challenge today is about
attaining the willpower to withstand checking or responding to work-related
9.3  ­Psychological and Social Concern 175

emails while at home or on vacation. With more enterprises implementing


­wearable technology and other smart devices, new workplace culture would
­further lengthen and intensify the working day, which may turn the minor mental
issues into real mental health problems.
For example, in the case of Swisscom Chief Executive Carsten Schloter’s suicide,
media reports suggest that he had become dangerously addicted to his smart-
phone. While this may represent an extreme outcome of the pressures resulted
from being constantly connected, psychological studies confirm that smartphones
are indeed introducing a new form of stress for users at home, work, and in social
environments.
To prevent a new age of connected workplaces from further affecting the
employee’s mental health, employers will need to invest in tracking the extent of
technology-related mental health issues, such as email addiction, that arise across
the workplace. Employees need to be educated about the potential risks associ-
ated with using wearable technology, including the potential of being addicted to
the device. This can be done through seminars and workshops offered at the
workplace as a preventative measure as well as providing resources for employees
that may have developed an addiction already.
A recent study shows that more than one third of children under the age of 2
use some form of mobile media. While another report confirms that as children
age, this percentage dramatically increases with 95% of US teens (12–17) spending
around nine hours online on average, while the average is about six hours per day
for kids between the ages of 8 and 12.
Another study reports that the use of technology can modify the actual wiring
of the brain. The time spent with technology alters the way teens’ brains work.
For instance, the study shows that while videogames may condition the brain to
pay attention to several stimuli simultaneously, they may lead to distraction and
reduced memory. Kids who constantly use search engines may excel at finding
information, but are not good at remembering it. Moreover, the study reports
that kids who use technology excessively may not have sufficient opportunities
to use and develop their imaginative side or to read and deeply reflect about a
given material.
Results of a recently published research show that higher levels of texting are
correlated with poorer quality of sleep more likely because the study subjects felt
obliged to respond to texts received during the night. Furthermore, excessive tex-
ting activity was correlated with elevated difficulties in stress management for
those already experiencing some form of stress. It can certainly be predicted that
the use of IoT-based personal assistants and wearable devices that enable hands-
free operation and immediate access to unlimited information will likely promote
the severity of the abovementioned issues.
176 9  Concerns, Risks, and Regulations

9.3.2  Social Concerns


Although the majority of people enjoy a moderate use of social networking, a
percentage of users have problems controlling the amount of time spent online.
Many psychologists relate the urge to visit social media sites to addictive behav-
iors. Users who are addicted to social media often prefer online communication
over face-to-face communication. They spend a disproportionate amount of time
on their smartphones, tablets, or wearables because it enables them to control
social interactions and avoid many of the possible uncertainties involved in direct
face-to-face contact.
The social media addiction or overuse has intensified with the widespread avail-
ability of internet-enabled mobile phones and other handheld devices. Many
users visit their social media accounts while walking down the street, attending a
business meeting, or dining at a restaurant, taking advantage of the unconstrained
connectivity. The emergence of wearables gives users even more accessibility to
social media sites which would undoubtedly further intensify the addictive side
effects. In fact, social science researchers and professionals warn that some users
may become very dependent on online social media to the point of neglecting
essential aspects of their off-line existence, such as their jobs, family, friendships,
and health.
A recent study conducted on two groups of sixth graders revealed that the group
who abstained from the use of any electronic devices for five days achieved better
scores at picking up on emotions and nonverbal gestures of photographs of faces
than the other group that used electronic devices. The increase in face-to-face
interaction that the first group experienced resulted in them being more sensitive
to facial expressions. The study concludes that the use of technology can affect a
child’s ability to empathize.
Another study found that kids who use videogames and online media for more
than four hours a day do not have the same perception of well-being compared to
those who used that technology for less than one hour. Many social experts agree
that with less physical contact, kids will have difficulty developing social skills
and emotional responses.
The increasing use of mobile devices and their wearable complements (i.e.
smart watch) at events, restaurants, and other social venues has generated a sub-
stantial criticism as well.
In conclusion, it is clear that IoT and wearable technology will revolutionize the
twenty-first century, and will continue to permeate our society. At the same time,
it is very probable that, like earlier technological trends, these technologies will
introduce unprecedented social and mental health issues. Hence, it would be
smart to take a proactive approach to address the psychological and social impacts
of these technologies. One way to do this is for researchers in the technical, social,
9.5  ­Health Concern 177

and psychological science fields to collaborate in conducting research on the


possible effects and impacts of these transformative technologies.

9.4 ­Safety Concerns
IoT and wearable technology are taking the concept of safety to a completely dif-
ferent level. Physical contact becomes optional in a connected world, and verbal,
even gestural, commands can be used to operate and control devices, which give
rise to new safety implications that have to be taken into consideration.
For example, IoT products can increase the risks of overheating, electric shocks,
auditory hazards, etc. Moreover, controlling operations remotely means that such
hazards are no longer limited by physical proximity. For example, an IoT-based
oven that can be turned on and off remotely can become dangerous if a faulty
command is received when no one is present to monitor it.
Regulations and standards that address the abovementioned hazards are being
continuously created and revised. Smart appliances and home devices such as
smart cooking pots, light bulbs, and thermostat are the frontline candidates in IoT
safety. Self-driving cars, drones, and robotic assistants with the capability of injur-
ing people or causing damage to properties and assets are also being considered.
As IoT and wearable technology continue to evolve, it is important to stay informed
about risks and safety standards and make sure products meet regulatory
requirements.

9.5 ­Health Concerns

This section reports the major health concerns that come with using IoT and
wearable technology raised by research studies from academia and health organi-
zations, in addition to recommendations on ways to minimize such potential risks.

9.5.1  Electromagnetic Radiation and Specific Absorption Rate


With the emergence of IoT and wearable devices, more reports have surfaced dis-
cussing the potential hazards of being around continuous RF electromagnetic
radiation. This is the same type of energy radiated by cell phones, tablets, and
laptops, and studies have been around for some time which allow for safety com-
parisons between old and new technologies.
Most wearable products utilize BLE technology, which emits lower levels of RF
energy compared to cell phones and other WiFi-enabled devices. While it is
178 9  Concerns, Risks, and Regulations

confirmed that exposure to electromagnetic radiation from wireless devices


induces heating in the area where they are held, experts argue that wearables are
much safer since they radiate lower energy levels than cellular and WiFi-based
devices.
However, new research is beginning to reveal inconvenient findings about the
nonthermal effects caused by radiation, and hundreds of experts are calling on
governments to issue precautionary statements and adopt regulations that protect
consumers from these risks.
Electromagnetic waves in the radiofrequency range (3 KHz–300 GHz) are what
enable transmission of wireless telecommunications including cellular networks,
television, and radio broadcasting, in addition to IoT and wearable devices. These
waves are radiated by antennas which are designed with different sizes and shapes
to allow for different frequencies of operation and radiation patterns which spec-
ify the direction and distribution of the radiated energy.
It should be noted that the human body absorbs some of the electromagnetic
energy radiated from wireless devices. The amount of the absorbed energy is cal-
culated using a measure called “Specific Absorption Rate (SAR),” which is
expressed in Watts per Kilogram of body weight. The Federal Communications
Commission (FCC) mandates that every wireless device sold in the United States
must be tested and verified to have a SAR less than 1.6 Watts/Kilogram (W/Kg)
before it can go on sale. Canada’s regulations also mandate a 1.6 W/Kg limit, while
the European Union and Australia require 2.0 W/Kg.
It is worth noting that SAR measurements have received a great deal of criticism in
the past few years, and many organizations consider SAR as an unreliable measure
of whether or not a wireless device is safe. A mobile phone, for example, may have a
SAR of 0.9 W/Kg, but that may not be any safer than a device with 1.2 W/Kg. A
phone’s SAR value, for example, can vary widely during a call as the device alternate
between transmission channels and as the distance from a cellular tower is increased.
The FCC Guide “Specific Absorption Rate (SAR) For Cell Phones: What It
Means for You” states: “ALL cell phones must meet the FCC’s RF exposure stand-
ard, which is set at a level well below that at which laboratory testing indicates,
and medical and biological experts generally agree, adverse health effects could
occur. For users who are concerned with the adequacy of this standard or who
otherwise wish to further reduce their exposure, the most effective mean to reduce
exposure is to hold the cell phone away from the head or body and to use a speak-
erphone or hands-free accessory. These measures will generally have much more
impact on RF energy absorption than the small difference in SAR between indi-
vidual cell phones, which, in any event, is an unreliable comparison of RF expo-
sure to consumers, given the variables of individual use.” Moreover, SAR limits set
by the FCC do not take into consideration that the human body is also sensitive to
9.5  ­Health Concern 179

the power amplitudes and frequencies responsible for the microwave hearing
effect, also known as the Frey effect that occurs with exposures of 400 μW/cm2,
which is well below FCC’s SAR limits.
The Frey effect, which was first reported by individuals working in the vicinity
of radar transmitters during World War II, consists of audible clicking and buzz-
ing induced by pulsed radio frequencies. These audible clicks are generated inside
the head without the need of any receiving antenna. The cause is thought to be the
thermoelastic expansion of parts of the middle and inner ear.
It should be noted that many IoT and wearable devices use BLE technology,
which emits much lower power than classic Bluetooth, and significantly less
than cell phones. In fact, in some cases, ultra-low power devices are not
required by the FCC to be tested for SAR as opposed to cell phones and laptops
which must pass a rigorous testing. However, most IoT devices and some
wearables do not limit their on-board wireless capability to Bluetooth and may
use WiFi too, which is comparable to cell phones in terms of electromagnetic
energy radiation.
As mentioned previously, antennas are what enable wireless communication
in electronics. In wearables, antennas are required to be compact, lightweight,
and mechanically robust. They are also preferred to be flexible with a low pro-
file (thin); yet, they must express high efficiency and desirable radiation
characteristics.
To minimize SAR in wearable devices, antennas are preferred to have a uni-
directional (hemi-spherical) radiation pattern, radiating away from the user’s
body to reduce the user’s exposure to electromagnetic radiation. However, anten-
nas that offer such characteristics, like microstrips, suffer from a relatively narrow
bandwidth which is a function of the platform (substrate) thickness. Thus, the
majority of handheld electronics designers choose printed monopole\dipole
antennas which offer a simple, thin, compact, and cost-effective solution, but also
exhibit an omni-directional radiation pattern (i.e. radiates in all directions includ-
ing the user’s body) (Figure 9.1).
Many antenna designs have been proposed in the literature to resolve the SAR
and thickness trade-off. One design proposed by the author of this book features
a low profile printed monopole antenna integrated with a compact artificial
­magnetic conductor (AMC) ground plane which is utilized to provide the desired
uni-directional radiation pattern while keeping a thin antenna profile. The proposed
design offers a 65% reduction in SAR while maintaining a relatively large bandwidth
and a compact design.
Lastly, it should be noted that there are no enough studies have been conducted
on the adverse effects of 5G-enabled devices which use much higher frequencies
than the conventional wireless technologies.
dBi dBi
2.22 7.19
1.94 6.29
1.66 5.39
1.39 4.49
1.11 3.59
y 0.832 2.7
0.555 z 1.8
0.277 0.898
0 0
–4.72 –4.1
–9.45 –8.2
–14.2 –12.3
–18.9 –16.4
–23.6 –20.5
–28.3 y –24.6
–33.1 –28.7
–37.8 –32.8

y
z
Phi
x y
x
z
x

Figure 9.1  Omni-directional radiation pattern (left), and semi-directional (hemi-spherical) radiation pattern (right).
9.5  ­Health Concern 181

9.5.2  Diseases and Effects


9.5.2.1 Cancer
Exposure to ionizing electromagnetic radiation such as X and Gamma rays is
known to increase the risk of cancer. However, the numerous studies that have
examined the potential effects of nonionizing RF radiation on health from
microwave ovens, cell phones, radars, and other wireless transmitting sources
confirm that there is no consistent evidence that it could increase the risk
of cancer.
The only recognized biological effect of RF energy at this time is hyperthermia,
which is defined as an increase in body temperature that occurs when the body
generates or absorbs more heat than it dissipates. The ability of microwave ovens
to heat water particles in food is one example of the effect of RF energy.
However, some studies report that even radiation from low energy devices could
be problematic due to the blood–brain barrier effect. According to these studies,
exposure to low energy radiation could trigger the opening of the blood–brain bar-
rier which allows toxins in the blood stream to penetrate the brain tissues even
with low exposure to electromagnetic radiation.
The International Agency for Research on Cancer (IARC), a WHO entity, clas-
sifies the use of cell phones as “possibly carcinogenic,” based on limited evidence
from human and rodent subjects and inconsistent results from mechanistic stud-
ies. While the National Institute of Environmental Health Sciences (NIEHS)
reported that the current scientific evidence that associates cell phone use with
any negative health effects is not conclusive, and NIEHS did state that more
research is needed.
The U.S. Food and Drug Administration (FDA), on the other hand, stated that
human epidemiologic studies claiming biological changes linked to RF energy
exposure have failed to be replicated, while the U.S. Centers for Disease Control
and Prevention (CDC) reported that no scientific evidence conclusively answers
whether cell phone use leads to cancer.
The Federal Communications Commission (FCC) confirmed that there is no
scientific evidence to establish a link between radiation from wireless devices and
cancer. The European Commission Scientific Committee echoes the FCC’s report
and also concluded that epidemiologic studies do not indicate an elevated risk for
other malignant diseases, including childhood cancer.
Other European studies concluded that talking on a mobile phone for extended
periods could triple the risk of brain cancer. In contrast, a study published in the
British Medical Journal found that there was no proof of increased cancer.
However, it is worth noting that the researchers behind the reported study
acknowledged that a small to moderate increase in cancer risk must not be ruled
out, especially among heavy cell phone users.
182 9  Concerns, Risks, and Regulations

9.5.2.2  Fertility
Several epidemiological studies have found reductions in sperm quantity, motility,
and viability in male subjects using mobile phones for more than a few hours per
day. The production of reactive oxygen species (ROS) which can potentially cause
damage to cell membranes and DNA was a common finding associated with the
reported effects. Another study echoes these findings which found that ejaculated
semen from healthy donors exhibited reduced viability and motility, and an ele-
vated ROS levels after one hour of exposure to a cell phone in talk mode.
A more recent study found that exposing ejaculated sperms to WiFi radiation
from a laptop for four hours had led to reduced sperm motility and increased DNA
fragmentation when compared to samples exposed an identical laptop with the
WiFi capability turned off. It should be noted that to date, there has been no strong
evidence that cell phone radiation affects female fertility.
While most wearables utilize low energy communication schemes, it is the hub
such devices need to forward, store, and process information (i.e. cell phone and
tablet) that emit higher electromagnetic energy which could trigger the aforemen-
tioned effects.

9.5.2.3  Vision and Sleep Disorders


A plethora of studies have found that the blue light emitted from electronics such
as cell phones, tablets, and laptops reduces the production of the sleep-regulating
hormone: melatonin. Research findings are clear that people who excessively use
their laptops and smartphones are more prone to experience symptoms of
insomnia.
Moreover, some studies report that blue light may cause retinal damage which
could lead to macular degeneration, a known cause of blindness. Although this
damage is attributed to direct exposure which is a far greater level of exposure
than a user would get from the display of a handheld or a wearable device,
researchers have just begun to understand the effects of blue light exposure on
vision. Hence, caution should be used especially with emerging head-mounted
wearables that use projectors and augmented and virtual reality technologies.
Furthermore, screens on mobile and handheld electronics tend to be smaller
than computer displays, which likely force users to squint and strain their eyes
while reading messages or navigating an app. According to The Vision Council of
America, more than 70% of Americans are not aware or are in denial that they are
prone to digital eye strain, which is a temporary discomfort that follows a few
hours of digital device (with a display) use.

9.5.2.4  Pain and Discomfort


Some studies correlate joint pain and inflammation to the unnatural rapid
movement of hands during the use of handheld device and wearables. Back
9.5  ­Health Concern 183

and neck pain is also common with prolonged cell phone use, especially if it is
held between the neck and shoulders as the user multitasks. One study reported
that long hours of cell phone use cause users to arch their bodies in an unnatu-
ral posture which can lead to back and neck pain. The abovementioned sce-
narios are also applicable to wearables that may influence unnatural postures
and orientation changes.
Additionally, the findings of some studies suggest that excessive electromag-
netic radiation could also stimulate the production of adrenalin and cortisol
which may cause headaches, cardiac arrhythmia, high blood pressure, and trem-
ors. However, these effects are generally triggered by high power radiators such as
cellular base stations and are less likely to be caused by low power radiation from
wearables.

9.5.2.5  Other Risks


One study on fetal development reports that fetuses exposed to electromagnetic
radiation from their pregnant mothers’ phones can trigger childhood behaviors
such as hyperactivity, reduced short-term memory, and ADHD.
Although contradicted by other studies, the secretion of cortisol, which is often
referred to as the stress hormone, has been shown in one study to be affected by
RF exposure. It is assumed that RF radiation may serve as a stressor evident from
the elevated cortisol concentrations reported in a number of studies involving ani-
mals and humans.
Effects of RF energy localized to the head have been studied repeatedly. Results
suggest that RF energy exposure on blood flow in the brain has no hazardous
effects. Some studies suggested that RF energy might affect the metabolism of
glucose, but follow-up studies that examined glucose metabolism inside the brain
after cell phone exposure showed inconsistent findings.
Lastly, when it comes to hygiene, the continuous touching of handheld and
wearable electronics can foster germs on the device. The greasy residue a user’s
hand leaves on the device after a day of use can accumulate more disease-causing
germs than those found on a toilet seat. For example, one study found that 92% of
the 390 smart phones sampled had bacteria on them, 82% of the users’ hands had
bacteria, and 16% of smart phones and corresponding hands had Escherichia Coli.
fecal matter. This would still apply to wearable devices and other gadgets even if
it’s to a different extent.

9.5.3  Recommendations
Unlike cell phones, wearables are intended to be in close contact with the user’s
body and for far more extended durations. While there are established data on the
effects of using cell phones, not enough time has elapsed for research to agree on
184 9  Concerns, Risks, and Regulations

the health risks and exact impact of wearable devices; hence, it is recommended
to use caution and common sense.
More people nowadays are abandoning their landline service and are exclu-
sively relying on their mobile phones. Also, driving laws are regulating the use of
mobile devices which has resulted in higher use of Bluetooth ear phones while
driving. Therefore, it is advisable to use the built-in hands-free feature (available
in most modern cars), wired earphones, or smart home units to minimize low
energy radiation effects whenever possible. It is also recommended to avoid posi-
tioning any wearable or mobile device in close proximity to the reproductive
organs for extended periods of time. These devices should be kept out of pants’
pockets. For female users, it is recommended to not place a wearable device within
15 cm of the breast.
The use of mobile phones and cellular-based wearables should be limited to
areas with excellent reception. The weaker the reception, the more power the
cellular-based IoT or wearable device will have to emit, which means higher elec-
tromagnetic energy deposition in the user’s body. Obviously, children would be at
higher risk from radiation due to their thinner skulls and still developing nervous
systems. WHO has stated that the farther away a wireless device is from the user’s
head, the less harmful it would be.
Lastly, wearing head-mounted wearable devices while asleep and placing IoT
and wearable devices on the nightstand next to the head or under the pillow
should be completely avoided.

9.6 ­Regulations

IoT and wearable devices are still largely unregulated, with no specific laws or
regulations governing how data from these devices are collected or used by parties
other than the user. In light of the security and privacy concerns associated with
these technologies, several bodies have called on the US government, including
federal agencies and Congress, to undertake a more active role in coordinating
regulation and standards.
Several U.S. agencies including the Department of Commerce, Department of
Defense (DoD), and Department of Justice have some form of IoT regulation, but
this has led to overlapping responsibilities which created bureaucratic challenges.
The need for one inclusionary authority is obvious.
Moreover, experts argue that it is difficult for the industry to develop industry-
wide standards due to the fact that the privacy and security of IoT and wearable
technology fall upon several actors, including manufacturers, network providers,
software developers, and other third parties.
9.6  ­Regulation 185

In response to such challenges, the FTC, National Telecommunications and


Information Administration (NTIA), Food and Drug Administration (FDA), the
National Institute of Standards and Technology (NIST), and representatives from
the U.S. Senate and House of Representatives took the initiative to address IoT
privacy and security concerns by conducting several meeting between 2016 and
2018. Moreover, a public–private sector working group assembled by the NTIA
finalized a guidance document addressing how manufacturers should convey
information to consumers concerning security updates for IoT and wearable
devices.
Moreover, in 2017, a bipartisan bill aiming at improving the cybersecurity of IoT
devices supplied to the U.S. government was introduced by the senate. The bill
comprised several provisions, including requirements that supplying vendors
guarantee that devices are governed by industry standard protocols, are not based
on hard-coded passwords, and do not have any known security vulnerabilities.
The FTC has viewed IoT security as a priority. They provided a set of recom-
mendations for best practices businesses can enforce in order to protect the pri-
vacy and security of consumers. In fact, the FTC not only supported giving notice
to users about what data are being collected, but also providing them a choice of
how their data are to be collected and shared.
Regulation proponents believe that standards applied to every product would
help protecting the security of users if the government is to regulate IoT and wear-
able technology. Others, however, expressed concerns if IoT is to be regulated by
the government. These concerns include the elimination of smaller businesses
which would compromise market competition and consumer choice, innovation
impediment due to bureaucracy, and the lack of government expertise to effec-
tively regulate these technologies.
In addition to calling on the federal government to regulate the IoT and
wearable technology, experts have also urged the private sector to engage in
self-regulation.
One action was that some of the major industry players such as Google and Sprint
backing the British chip designer ARM’s security framework referred to as the
Platform Security Architecture (PSA). The objective was to create a common indus-
try framework for every IoT product. According to ARM, about 100 billion devices
are already using their designs, and this number is expected to double by 2021. PSA
consists of “threat models, security analyses, hardware and firmware architecture
specifications, and an open source firmware reference implementation,” which,
collectively, provide a foundation for security to be consistently integrated into the
devices at the hardware and firmware levels.
On the other hand, the European Union (EU) has also taken action concerning
IoT and wearable devices, such as passing the General Data Protection Regulation
186 9  Concerns, Risks, and Regulations

(GDPR) and the ePrivacy Regulation. Another action was by the European
Parliament (EP) where they recommended passing the Privacy Impact Assessments
concerning the RFID applications privacy and data protection framework to weara-
bles. The EP also recommended deleting raw data once processed, and immediately
informing the user once a data compromise risk is detected.
These regulations exemplify the different approaches pursued by the EU and
the United States. The EU uses a holistic approach, providing European citizens
with certain privacy rights across all platforms and sectors. The United States, on
the other hand, has an agglomeration of privacy laws specific to different indus-
tries. Furthermore, the U.S law typically balances privacy rights and interests
against freedom of expression, which is driven by the First Amendment, while the
EU firmly asserts that privacy is a fundamental right, and the way personal data
are used by third parties should be governed by regulation, controls, and transpar-
ency, which requires government supervision.

­Further Reading

Bergman, N. and Rouse, J. (2013). Hacking Exposed Mobile: Security Secrets &
Solutions, vol. 1. New York: McGraw-Hill.
Bowman, J.D., Kelsh, M.A., and Kaune, W.T. (1998). Manual for Measuring
Occupational Electric and Magnetic Field Exposires. Washington, DC:
U.S. Department of Health and Human Services.
Buenaflor, C. and Kim, H.-C. (2013). Six human factors to acceptability of wearable
computers. International Journal of Multimedia and Ubiquitous Engineering 8 (3):
295–300.
Cellular Phone Towers (2015). Center for health, environment & justice. FactPack -
PUB 129.
Clayton, R.B., Leshner, G., and Almond, A. (2015). The extended iSelf: the impact of
iPhone separation on cognition, emotion, and physiology. Journal of Computer-
Mediated Communication https://doi.org/10.1111/jcc4.12109.
Common Sense Media (2011). Zero to eight: a common sense media research study
children’s media use in America. FALL.
Dart, P., Cordes, K., Elliott, A. et al. (2013) Biological and Health Effects of
Microwave Radio Frequency Transmissions: A Review of the Research Literature.
A Report to the Staff and Directors of the Eugene Water and Electric Board.
Desai, N.R., Kesari, K.K., and Agarwa, A. (2009). Pathophysiology of cell phone
radiation: oxidative stress and carcinogenesis with focus on male reproductive
system. Reproductive Biology and Endocrinology 7: 114.
European Commission (2011). Privacy and data protection impact assessment
framework for RFID applications.
  ­Further Readin 187

Federal Communications Commission (2016) SAR for cell phones: what it means for
you, consumer guide. Federal Communications Commission.
Frey, A.H. (1962). Human auditory system response to modulated electromagnetic
energy. Journal of Applied Physiology 17 (4): 689–692.
FTC Staff Report (2015). Internet of Things, Privacy & Security in a Connected
World, FTC Staff Report.
Goh, J.P.L. (2015). Privacy, security, and wearable technology. Landslides, ABA
Section of Intellectual Property Law 8 (2): 493–498.
Goldsworthy, A. (2012) The biological effects of weak electromagnetic fields
problems and solutions.
Hardell, L., Carlberg, M., Söderqvist, F., and Mild, K.H. (2007). Long-term use of
cellular phones and brain tumours: increased risk associated with use for more
than 10 years. Occupational and Environmental Medicine 64 (9): 626–632.
Robert P. Hartwig, Claire Wilkinson, Cyber Risk:Threat and Opportunity, Insurance
Information Institute, New York, 2015.
Hartwig, V., Giovannetti, G., Vanello, N. et al. (2009). Biological effects and safety in
magnetic resonance imaging: a review. International Journal of Environmental
Research and Public Health 6 (6): 1778–1798.
Harvard Health Letters (2012). Blue light has a dark side, what is blue light? The
effect blue light has on your sleep and more. Harvard University, Harvard Health
Letters (May 2012). http://www.health.harvard.edu/staying-healthy/
blue-light-has-a-dark-side.
Irish Council for Bioethics (2009). Biometrics: Enhancing Security or Invading
Privacy? Dublin, Ireland: The Irish Council for Bioethics.
Kahina, C. (2015). Security issues in wireless sensor networks: attacks and
countermeasures. Proceedings of the World Congress on Engineering 2015 Vol I,
WCE 2015, London, UK (1–3 July 2015).
Ke, W.C. and Singh, M.M. (2016). Wearable technology devices security and privacy
vulnerability analysis. International Journal of Network Security & Its Applications
(IJNSA) 8 (3).
Kirtley, J. and Memmel, S. (2018). Rewriting the “book of the machine”: regulatory
and liability issues for the internet of things. Minnesota Journal of Law, Science &
Technology 19 (2): 455–513.
Knight, J.F. and Baber, C. (2005). A tool to assess the comfort of wearable computers
- human factors. The Journal of the Human Factors and Ergonomics Society 47
(1): 77–91.
Kuss, D.J. and Griffiths, M.D. (2011). Online social networking and addiction—a
review of the psychological literature. International Journal of Environmental
Research and Public Health 8 (9): 3528–3552.
Lanhart, A., Purcell, K., and Smith, A. (2010). Social Media and Mobile Internet Use
Among Teens and Young Adults. Washington, DC: Pew Research Center.
188 9  Concerns, Risks, and Regulations

Murphy, D.L., Timpano, K.R., Wheaton, M.G. et al. (2010). Obsessive-compulsive


disorder and its related disorders: a reappraisal of obsessive-compulsive spectrum
concepts. Dialogues in Clinical Neuroscience 12 (2): 131–148.
Peart, K.N. (2012). Cell phone use in pregnancy may cause behavioral disorders in
offspring. Yale News (Article) (15 March 2012).
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compact AMC based antenna for telemedicine applications. IEEE Transactions on
Antennas and Propagation 61 (2): 524–531.
Shih, P.C., Han, K., Poole, E.S., and Rosson, M.B. (2015) Use and adoption challenges
of wearable activity trackers. iConference, Newport Beach, CA, USA, pp. 1–12.
Shokri, S., Soltani, A., Kazemi, M., and Sardari, D. (2015 Summer;). Effects of Wi-Fi
(2.45 GHz) exposure on apoptosis, sperm parameters and testicular
histomorphometry in rats: a time course study. Cell Journal 17 (2): 322–331.
Subrahmanyam, K., Kraut, R.E., Greenfield, P.M., and Gros, E.F. (2000). The impact
of home, computer use on children’s activities and development. Children and
Computer Technology 10 (2): 123–144– Fall/Winter.
The Vision Council (2015) Digital Eye Strain Report.
Uhls, Y.T., Michikyanb, M., Morrisc, J. et al. (2014). Five days at outdoor education
camp without screens improves preteen skills with nonverbal emotion cues.
Computers in Human Behavior 39: 387–392.
Vermesan, O. and Friess, P. (2013). Internet of Things: Converging Technologies for
Smart Environments and Integrated Ecosystems. Aalborg, Denmark: River
Publishers.
Volkow, N.D., Tomasi, D., Wang, G.-J. et al. (2011). Effects of cell phone
radiofrequency signal exposure on brain glucose metabolism. JAMA 305 (8):
808–813.
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(5): 193–220.
Yano, K., Ara, K., Watanabe, J. et al. (2015). Measuring happiness using wearable
technology, technology for boosting productivity in knowledge work and service
businesses. Hitachi Review 64 (8): 517–524.
189

10

Detailed Product Design and Development:


From Idea to Finished Product
Scott Tattersall, Mustafa Kamoona, and Haider Raad

10.1 ­Introduction

Now that we have learned the ins and outs of IoT and Wearable Technology, it is
time to apply the knowledge learned in the previous chapters to design and
develop two complete practical products. This chapter will take the reader, step by
step, from concept and engineering requirements through bread‐boarding, micro-
controller coding, PCB design, PCB printing, soldering, and surface mount con-
siderations all the way to a finished product.
The first product is an IoT connected device aimed at helping vineyard owners
to remotely monitor the moisture level of the vineyard soil as well as ambient
conditions such as temperature, humidity, and light levels at various points dur-
ing the day. The second product is a wearable solution that can reliably detect an
elderly person’s accidental fall, and contact emergency for help. While some of the
steps discussed in the design and consideration chapter were not used/needed in
one product, it is hoped that the processes and methodologies used in the two
products complement each other collectively.

10.2  ­Product I (IoT): Vineyard Monitor

The product that will be designed and developed in this section is a device that
helps vineyard owners monitor the moisture level of the vineyard soil as well as
ambient conditions such as temperature, humidity, and light levels at various
points during the day. This will help vineyard owners track the conditions for
their vines and understand the best and most efficient watering strategy, which is
a key consideration from a quality perspective of grape/wine production and also
from an environmental impact perspective.

Fundamentals of IoT and Wearable Technology Design, First Edition. Haider Raad.


© 2021 by The Institute of Electrical and Electronics Engineers, Inc.
Published 2021 by John Wiley & Sons, Inc.
190 10  Detailed Product Design and Development: From Idea to Finished Product

The functionality choices here allow for a good demonstration of how to design
hardware with multiple components and how to integrate the outputs from these
components together into one neat package.

10.2.1  Product Requirements and Design Considerations


As mentioned in Chapter  6, when pursuing a new product development, it is
essential to define the requirements and any necessary design considerations.
The high‐level product requirements that usually come from the customer are
broken down into measurable and verifiable components. Depending on the appli-
cation and its complexity, this list can range from a few requirements in relatively
simple projects to numerous requirements in complex industrial solutions. The
vineyard monitor system requirements and design considerations are listed below:
●● Accurate data on moisture levels
●● Accurate temperature and humidity measurements
●● A relative measure of light level throughout the day
●● Must work on a battery since the device will be used outdoors
●● Must be small and easy to manage
●● Must have a way to send information to the cloud for analysis and alerting
●● Must be inexpensive since ideally a vineyard owner would deploy a number of
these devices to monitor the different conditions at various parts of the vineyard
●● It must be possible to weatherproof this device since it will be outdoors, so ide-
ally there would be no exposed electronic components, or external antenna that
would need to be connected manually
●● Since the device must run from a battery, it is important that its components
should have exceptionally low power consumption and/or have a sleep mode
that can be used when the component is not needed

10.2.2  Communication Network/Technology Selection


Based on the above requirements, one potential communication network to
receive message data from the device is Sigfox. As shown in Chapter 5, Sigfox is
one of the leading IoT service providers with a global network that allows billions
of devices to connect to the Internet. Sigfox devices can send a small amount of
data (12‐byte message packets, which is perfect for the message data this device
will be sending) a very long distance (up to 30 miles), with extremely low energy
usage. Moreover, the Sigfox message costs are comparatively low, and hardware
costs for Sigfox chips are low also, making it an attractive choice of communica-
tions technology. The following diagram shows the end‐to‐end building blocks of
the solution, catered to the use case described in this section (Figure 10.1):
10.2  ­Product I (IoT): Vineyard Monito 191

Sigfox cloud
User cloud servers
servers

Secure connection LPWAN (sigfox


(HTTPS) message)

IoT device

Figure 10.1  Vineyard monitor system block diagram.

10.2.3  Hardware Selection and Breadboarding


As all good electronics projects usually start, here we begin with Breadboarding
out a conceptual circuit. A “Breadboard” is a plastic board with conductive lines
underneath, and holes for fitting wires or plated‐through‐hole (PTH) compo-
nents, which allows the developer to quickly connect components together and
electrically test their operation before designing a PCB schematic.
Breadboarding involves working out functions you want your device to have
and to achieve a proof of concept. For this project, we want the device to:
1) Consume low power. One reasonable choice of a microcontroller unit would
be the ATMEGA328P, which is the same chip that an Arduino Pro Mini uses.
2) Have the ability to send messages over the Sigfox network. We chose Wisol
SFMR10 for the following reasons:
a) It is low power and has a small form factor
b) It has versions for multiple Sigfox coverage regions
c) There is a development kit (DevKit) available for it, which is very useful for
breadboarding and prototyping
We will also need to attach the Wisol chip with an antenna in order for it to be
able to wirelessly send the messages to the Sigfox base stations. There are many
antenna options available for the Sigfox network bandwidth, from PCB trace
antennas, onboard antennas, and external antennas. For the small form factor
we are considering, we will choose an onboard antenna from Proant (antenna
shown in Figure 10.2). This antenna has a gain of 1.7 db and 2.4 dBi depending
on the transmitting frequency (which is different for different Sigfox geo-
graphic zones).
3) Have three basic sensors:
a) Temperature and humidity. We will consider using the DS18B20
b) Light level. We will use a Light Dependent Resistor “LDR”
c) Soil moisture sensor, one option could be the SEN‐13322
4) Have a form of user interaction: The device may also need some way for the
user to interact (reset/send message/self‐test, etc.), but to avoid any mechani-
cal components, we will use a magnetic sensor instead of a button.
192 10  Detailed Product Design and Development: From Idea to Finished Product

Figure 10.2  Proant 868/915 antenna. Source: Photo courtesy of Proant.

10.2.3.1  Breadboarding Example


Below is an example of the general process of how to breadboard a single compo-
nent, in this case, it will be the DS18B20 sensor that we will use in this project:
1) Read the datasheet [1] for the component you want to connect. From this, you
may find that the component needs additional hardware, such as a smoothing
capacitor or a pull‐up or pull‐down resistor in order for it to work correctly.
Oftentimes, the datasheet will include a handy example schematic of how the
device should be used, which will show you if any necessary components are
needed. In this case, the datasheet includes the following example schematic
(Figure 10.3):

DS18S20
VDD
(External supply)
VPU VDD
GND DQ
μP
4.7 kΩ

1-Wire BUS To other


1-Wire devices

Figure 10.3  Sample schematic from DS18B20 datasheet. Source: [1]. © 2019 Maxim
Integrated Products, Inc.
10.2  ­Product I (IoT): Vineyard Monito 193

2) Next, we take an existing Arduino microcontroller, such as an Uno, or a Pro


Mini if the component is 3.3 V only, and hook the component up to the relevant
Arduino pins using a breadboard. Here, we will use an Arduino Uno, since the
DS18B20 is able to run at 5 V and so our connections through the breadboard
would look like this (Figure 10.4):

Figure 10.4  Breadboarding example showing DS18B20 connections.

3) Now we just need to write some Arduino code to read the temperature data
at the right Arduino pin. Here, we may need to reference some external
libraries; in this case for the temperature sensor, we will need to use the
DallasTemperature library. To do this, simply select “Include Library” from
the sketch menu and find the “DallasTemperature” by using the search box,
and then click install. Once available, some sample code for printing out
temperature data from this component, hooked up to the Arduino on Pin 2,
would look like this:
194 10  Detailed Product Design and Development: From Idea to Finished Product

// Include the libraries


#include <OneWire.h>
#include <DallasTemperature.h>
// set pin on Arduino receiving temperature data
#define TMP_PIN 2
// setup OneWire
OneWire temp_sensor(TMP_PIN);
// Pass reference to Dallas Temperature.
DallasTemperature sensors(&temp_sensor);
// Arduino Setup code
void setup(void)
{
// start serial
Serial.begin(9600);
Serial.println("DS18B20 DEMO starting");
// Start up the Dallas Temperature library
sensors.begin();
}
// main Arduino loop code
void loop(void)
{
Serial.print(" Requesting temperatures...");
sensors.requestTemperatures(); // get readings

Serial.print("Current tmp: ");


Serial.print(sensors.getTempCByIndex(0));

delay(1000); // wait 1 second before continuing the


main loop
}

The same kind of process can be used for all the other components we want to
interface with as part of the project (for example, the light sensor and the soil
moisture sensor). The result of this process should be a functional (if often somewhat
messy!) set of components on a breadboard, in this case (Figure 10.5):
10.2  ­Product I (IoT): Vineyard Monito 195

Figure 10.5  Initial working but untidy attempt at breadboarding.

However, it is recommended to spend a little extra time putting together a neater


version using special breadboard “jumper” wires when you have everything working
(see below) (Figure 10.6):

Figure 10.6  Tidier breadboard using jumper wires.


196 10  Detailed Product Design and Development: From Idea to Finished Product

10.2.4  Prototyping
Once you are happy that your breadboarded solution is functional and working
reliably, it is time to start thinking about designing the schematic from your bread-
board. But before getting stuck into custom designing a PCB circuit for your
device, it is very worthwhile trying to nail down a smaller, neater prototype cir-
cuit. Here, we opt for a stripboard version of this circuit.
Stripboard is a board consisting of a regular set of holes all connected along a
row with copper (but each row is distinct from each other row). In this way, it is
easy to solder components together in a layout that more closely matches how you
want your end product to look. Also, the stripboard can be cut to size so you get a
good idea of the necessary dimensions of your final product.
The end result should be a much neater and tighter version of the circuit, which
is very useful in helping trim down the final PCB design (remember as a rule of
thumb: the larger the PCB the higher the cost). It also gives you a good idea about
what sort of housing may be required for your product.

10.2.4.1  Fritzing
Fritzing is a great piece of software for laying out Stripboard or Veroboard cir-
cuits, allowing you to completely produce a virtual circuit, which you can then
simply copy on your stripboard. There are good tutorials on Fritzing, for exam-
ple, see [2].
The prototype circuit for this project looks like this in Fritzing (Figure 10.7):

Figure 10.7  Frizing layout of stripboard.


10.2  ­Product I (IoT): Vineyard Monito 197

Which leads to this actual (working) circuit (note how close the real board is to
the Fritzing output) (Figure 10.8):

Figure 10.8  Final stripboard prototype.

10.2.5  Power Consumption


This is a surprisingly difficult but particularly important part of the process to
complete. For this device, we want it to be ultra‐low power so that it can work
from a small battery (a 900 mAh CR2 battery was chosen in the end) for as long as
possible. This means making sure that the Quiescent current (the constant cur-
rent draw) is as small as possible, down into the low μA range, while accounting
for the occasional higher current draw during message sending.
Quiescent Current can be defined as the amount of current used by an IC when
in a Quiescent state. The Quiescent state being any period when the IC is in either
a no load or non‐switching condition yet is still enabled.
198 10  Detailed Product Design and Development: From Idea to Finished Product

While there are a number of circuits and methods of assessing the current require-
ments of a circuit, most do not have a good resolution for the very low end and man-
ual mechanisms (such as an ammeters connected across the power supply lines) are
cumbersome to use and also only give snapshots of the current usage at a given time,
and in some cases, do not react fast enough for any reliable measurement.
One solution to this problem is to use a dedicated low power measurement
module, for example, the Power Profiling Kit from Nordic Semiconductor [3]. It is
not too expensive (at around $100 for both the Power Profiler Kit (PPK) and the
baseboard) and it works very well.
It produces both a constant view of the power consumption down to a very low
resolution (<1 μA) and a running average for a time window (which is exactly
what we need for our battery life calculations). Here is a sample output showing
the Quiescent current draw as well as the power spike when a message is sent (due
to the higher power requirement of the Wisol chip and RF communications in
general) (Figure 10.9):

Figure 10.9  Example screenshot of power profiler. Source: nordicsemi.

10.2.6  Software, Cloud, Platforms, API, etc.


So far in this project, we have built a device, and it sends messages on the Sigfox
network (essentially to the Sigfox servers), now we need to process those messages
and do something useful with them.

10.2.6.1  Sigfox Callback


The first thing to do is to have the Sigfox server forward any messages received from
your device to some web server/web services that you control. There are many
10.2  ­Product I (IoT): Vineyard Monito 199

options with the Sigfox system on how to do this but probably the easiest is to build
your own RESTful web services and have the Sigfox servers make an HTTP(S)
request to your new services with the message data (see the next section). This can
be done within the Sigfox backend by using a Callback Mechanism for your device,
where you can specify the posted variables or URL parameters as needed from a list
of available variables, including the raw message data (Figure 10.10):

Figure 10.10  Example screenshot from Sigfox backend. Source: Sigfox.

10.2.6.2  RESTful Web Services


RESTful web services are the modern API. They are ubiquitous on the web, and there
are many ways to create them. Here, we show an example of a web service API writ-
ten in Go (a rapidly growing language used for Web Services currently). The basic
structure of a web service (saving to a MongoDB database) in Go looks like this:

// Handler for HTTP Post - "/sensordata"


// Register new sensor data
func NewSensorData(w http.ResponseWriter, r *http.
Request) {
var dataResource Sensor
// Decode the incoming Task json
err := json.NewDecoder(r.Body).
Decode(&dataResource)
if err != nil {
200 10  Detailed Product Design and Development: From Idea to Finished Product

common.DisplayAppError(
w,
err,
"Invalid Sensor Data format",
500,
)
return
}
sensorData := &dataResource.Data
context := NewContext()
defer context.Close()
c := context.DbCollection("SensorData")
repo := &db.SensorDataRepository{c}
// Insert a sensor data document
repo.Create(sensorData)
if j, err := json.Marshal(Sensor {Data: *sensor-
Data}); err != nil {
common.DisplayAppError(
w,
err,
"An unexpected error has occurred",
500,
)
return
} else {
w.Header().Set("Content-Type", "applica-
tion/json")
w.WriteHeader(http.StatusCreated)
w.Write(j)
}
}

It is worth noting that most of the simple web services you might build for basic
data processing of raw data from the Sigfox servers would be of a similar structure.
One thing that would be of particular use for Sigfox message parsing would be
the bit unpacking, which will be discussed in further detail in Section 10.2.7.2.
Since Sigfox messages are a maximum of 12 bytes, you really need to be squashing
as much data as possible into the message, and as such you will probably be bit
packing data. The corresponding Go code for unpacking the data, that was bit
packed with the earlier Arduino code, looks like this:
10.2  ­Product I (IoT): Vineyard Monito 201

func bit(n uint64) uint64 {


return 1<<n
}
func bit_set(y uint64, mask uint64) uint64 {
return y | mask
}
func bit_clear(y uint64, mask uint64) uint64 {
return y & ^mask
}
func bit_flip(y uint64, mask uint64) uint64 {
return y ^ mask
}
func bit_mask(len uint64) uint64 {
return bit(len) - 1
}
func Bf_mask(start uint64, len uint64) uint64 {
return bit_mask(len) << start
}
func Bf_prep(x uint64, start uint64, len uint64) uint64 {
return (x & bit_mask(len)) << start
}
func Bf_get(y uint64, start uint64, len uint64) uint64 {
return (y>>start) & bit_mask(len)
}
func Bf_set(y uint64, x uint64, start uint64, len uint64)
uint64 {
return (y & ^Bf_mask(start, len)) | Bf_prep(x,
start, len)
}

10.2.7  Microcontroller Coding


Next is writing the basic code to get your breadboarded device to do what you
want it to do. Some of this is very standard and included in many of the existing
example code for each component, for example, getting the temperature from a
DS18B20, covered well in [4], looks like this:
202 10  Detailed Product Design and Development: From Idea to Finished Product

#include <DallasTemperature.h>
#include <OneWire.h>
// Data wire is plugged into port 2 on the Arduino
#define ONE_WIRE_BUS 2
// Setup a oneWire instance to communicate with any OneWire
devices (not just Maxim/Dallas temperature ICs)
OneWire oneWire(ONE_WIRE_BUS);
// Pass our oneWire reference to Dallas Temperature.
DallasTemperature temp_sensor(&oneWire);
void setup(){
Serial.begin(9600);
temp_sensor.begin();
Serial.println("DS18B20 Temperature Test\n\n");
delay(300);//Let system settle
}//end "setup()"
void loop(){
Serial.print("Requesting temperatures...");
temp_sensor.requestTemperatures(); // Send the command
to get temperatures
Serial.print("Temperature is: ");
float temp_reading = temp_sensor.getTempCBy-
Index(0);
Serial.println(temp_reading);
delay(1000);
}// end loop()

For low power usage of an Arduino pro mini, there are a number of options
in terms of third party libraries. For this project, we will choose the open‐
source low power library by RocketScream [5] available on GitHub [6]. There
is a good article on using this library [7, 8], and the sample usage for this
project would be:
10.2  ­Product I (IoT): Vineyard Monito 203

// **** INCLUDES *****


#include "LowPower.h"
void setup()
{
// No setup is required for this library
}
void loop()
{
// Enter power down state for 8 s with ADC and BOD
module disabled
LowPower.powerDown(SLEEP_8S, ADC_OFF, BOD_OFF);
// Do something here
// Example: Read sensor, data logging, data
transmission.
}

10.2.7.1  Sigfox Messages


The Wisol chip chosen for this project can be communicated with using standard
AT commands (basic examples are included with the product datasheet). For this
project, we need only two functions:
●● Send Message: A wrapper for the low‐level AT commands used for communi-

cation with the Wisol chip is included below, this allows for easier command
sending such as to test the device and sending messages (here we use the
AltSoftSerial library, since the main Serial of the ATMEGA chip is used for com-
municating debug information with the PC):

String send_at_command(String command, int wait_time){


altSerial.println(command);
delay(wait_time);
return recv_from_sigfox();
}
204 10  Detailed Product Design and Development: From Idea to Finished Product

void test_sigfox_chip(){
Serial.println("Sigfox Comms Test\n\n");
altSerial.begin(9600);
delay(300);//Let system settle
Serial.println("Check awake with AT Command...");
chip_response = send_at_command("AT", 50);
Serial.println("Got reponse from sigfox module: " +
chip_response);
Serial.println("Sending comms test...");
chip_response = send_at_command("AT", 50);
Serial.println("Comms test reponse from sigfox mod-
ule: " + chip_response);
chip_response = send_at_command("AT$I=10", 50);
Serial.println("Dev ID reponse from sigfox module: "
+ chip_response);
chip_response = send_at_command("AT$I=11", 50);
Serial.println("PAC Code reponse from sigfox module:
" + chip_response);
}

●● Enter Low Power (Sleep) Mode: For this, we opted for the basic sleep mode,
though this chip also supports a “deep sleep” option. The rationale behind this
choice is that it is not worth moving from ~1.5 to <1 μA as a 1.5 μA Quiescent
current drain was more than acceptable for the purposes of this project. The
sleep/wake cycle code looks like this:

//Sigfox sleep mode enabled via AT$P=1 command


// to wake need to set UART port low (see AX-SIGFOX-
MODS-D.PDF for further details)
void set_sigfox_sleep(bool go_sleep){
String chip_response;
if (go_sleep){
//send go sleep AT command
chip_response = send_at_command("AT$P=1", 100);
Serial.println("Set sleep response: " + chip_
response);
}else{
//wake up sigfox chip
altSerial.end();
pinMode(TX_PIN, OUTPUT);
10.2  ­Product I (IoT): Vineyard Monito 205

digitalWrite(TX_PIN, LOW);
delay(100);
altSerial.begin(9600);
}
}

10.2.7.2  Bit Packing


One thing that would be of particular use for Sigfox message sending is bit packing [9],
since Sigfox messages are a maximum of 12 bytes you really need to “stuff” as much
data as possible into the message. For example, assume the “temperature” returned by
the temperature sensor is going to be a float between −40 and +80 °C, such as 22.46 or
−4.67 or something. A float in C++ uses 4 bytes of memory, but you don’t want to use
up 4 bytes of your 12‐byte message sending a number like this if it is not necessary. For
most purposes, you only need to know a temperature value to a half degree of accuracy,
so if your range of possible temperatures is from −40 to +80 for example, and you only
need accuracy to a half degree then you only have 240 possible values you might need
to send, so you have squashed them all into 8 bits (1 byte), essentially:

0b00000000 [0] = −40
0b00000001 [1] = −39.5
0b00000010 [2] = −39

0b11101111 [239] = 79.5
0b11110000 [240] = 80

For this project, we will choose to use only 7 bits for temperature (−10 to +50 in
half degree accuracy), 11 bits for light level (from 0 to 1000 essentially) and a sin-
gle bit for open/close or device move, and 4 bits for a message sequence number
so we can spot any missed messages.
A set of bit packing functions (original code here [10]) is adapted to that we
would take all the sensor data as well as the number of bits we want to use for
each and pack them into a single 12‐byte value:

#define BIT(n) ( 1UL<<(n) ) //UL =


unsigned long, forces chip to use 32bit int not 16
#define BIT_SET(y, mask) ( y |= (mask) )
#define BIT_CLEAR(y, mask) ( y &= ~(mask) )
#define BIT_FLIP(y, mask) ( y ^= (mask) )
/*
Set bits Clear bits Flip bits
y 0x0011 0x0011 0x0011
mask 0x0101 | 0x0101 &~ 0x0101 ^
--------- ---------- ---------
result 0x0111 0x0010 0x0110
*/
//! Create a bitmask of length \a len.
#define BIT_MASK(len) ( BIT(len)-1 )
//! Create a bitfield mask of length \a starting at
bit \a start.
#define BF_MASK(start, len) ( BIT_MASK(len)<<(start) )
//! Prepare a bitmask for insertion or combining.
#define BF_PREP(x, start, len) ( ((x)&BIT_MASK(len))
<< (start) )
//! Extract a bitfield of length \a len starting at
bit \a start from \a y.
#define BF_GET(y, start, len) ( ((y)>>(start)) &
BIT_MASK(len) )
//! Insert a new bitfield value \a x into \a y.
#define BF_SET(y, x, start, len) \
( y= ((y) &~ BF_MASK(start, len)) | BF_PREP(x, start, len) )
namespace BitPacker {
static uint32_t get_packed_message_32(unsigned int
values[], unsigned int bits_used[], int num_vals){
uint32_t retval = 0x0;
int j = 0;
for (int i=0;i<num_vals;i++){
BF_SET(retval, values[i], j, j + bits_
used[i]);
j += bits_used[i];
}
return retval;
}
static uint64_t get_packed_message_64(unsigned int
values[], unsigned int bits_used[], int num_vals){
uint64_t retval = 0x0;
int j = 0;
for (int i=0;i<num_vals;i++){
BF_SET(retval, values[i], j, j + bits_used[i]);
j += bits_used[i];
}
return retval;
}
}
10.2  ­Product I (IoT): Vineyard Monito 207

10.2.7.3  IFTTT Integration


In terms of making your device accomplish something beyond data logging, prob-
ably the easiest way to integrate it with other devices or ecosystems is to make use
of the existing infrastructure for integration and use If This Then That (IFTTT)
which is an amalgamation of many different APIs and systems. Once you connect
your device to this system, all the existing follow on actions become available. For
example, “If [your device sends x] then [send email to y] or [make Alexa say Y] or
[Turn on Philips lights in Z room]” or any myriad of other options. There are good
references on how best to connect into the IFTTT system, for example, see [11].

10.2.8  From Breadboard to PCB


Once the breadboard, Veroboard, and other prototyping platforms are complete, we have
to get onto the PCB design itself. This is where we want to take the working prototype and
produce a PCB that can be soldered together into a neat piece of electronics that will
achieve the goal of the product. Ultimately something like this is the goal (Figure 10.11):

Figure 10.11  Final board layout, fully routed.

The general process is to design the PCB schematic first, and once everything is
connected the way it needs to be (i.e.: matching your prototype/breadboard cir-
cuit) you will spend time placing all the components on a PCB and routing all the
appropriate connections.
There are many different software packages for PCB design, here we use
Autodesk Eagle [12], which is an excellent piece of software and free to use for
208 10  Detailed Product Design and Development: From Idea to Finished Product

small boards (<80 cm). There are lots of component libraries, including third
party libraries (for example: all the SparkFun and AdaFruit components).
There are some very useful resources available from SparkFun, including
several tutorials for how to get started designing your own PCB based on your
breadboard design. Learning how to use this software is too large of a topic for this
Chapter, but most of what you need to begin laying out circuits using Eagle can be
found in the following set of tutorials, which are highly recommended:
1) Install and setup [13]
2) Creating schematics [14]
3) Board layout and routing [15]
It takes some time to complete all three, but they are well worth it. Some addi-
tional tips we would suggest:
●● Save often!
●● Always run a Design Rule Check (DRC) after every change, no matter how
small. Recheck after a “ground pour”, or “Ratsnest” command even if the
change “should” not have affected the ground connections. It is easy to miss
how a single new trace can cut off a ground connection from a ground pour or
via, so always run this check after any change before creating Gerber files for
PCB printing (see Section 10.2.10 later)
●● When routing with very small components (e.g.: FPGA surface mount compo-
nents), try not to have any holes underneath the component. While this is allowable
in manufacturing and should work fine, it becomes an issue when you are hand
soldering/surface mounting components for prototype testing in the absence of
professional tooling (e.g.: solder reflow ovens, pick & place machinery, etc.). It is
hard to be sure when hand applying solder/solder paste that it does not sit under the
component and flow into a routing hole underneath (where you cannot see), and it
is easy to forgot when routing just how small some of these components are.
i.e.: Instead of this…
10.2  ­Product I (IoT): Vineyard Monito 209

… Do this

As above, but with larger components, try not to have a via too near any compo-
nent legs/pads for the same reason (unless the via is also connected to that
pad/leg).
Here is the resulting Eagle schematic for this project board (Figure 10.12)

10.2.8.1  Hand Soldering the Surface Mount Components (SMCs)


This can be a daunting question: How to build prototypes that include surface‐
mounted components? It is clearly much easier to use plated through hole
(PTH) components for prototyping (e.g.: breadboarding) but you wouldn’t
choose PTH components for a final product as SMCs are smaller and neater. So
what happens when you design your PCB layout with your ideal SMCs compo-
nents and you get it printed and you want to put it all together and test it, but
you don’t have any Surface Mount machinery like a pick and place machine or
a solder reflow oven?
Luckily, most SMC components can be hand soldered with a little patience and
the right tools (e.g.: a good quality solder iron and a hot air gun).
The YouTube channel EEVBlog covers much of the basics of how to do SMC
soldering [16] by hand, and it is certainly possible to hand soldering everything
down to 0402 size components (so small you will lose them if you breathe too
heavily on them!). See component size comparison chart to understand the differ-
ent standard package components (Figure 10.13):
It would not be recommended to use 0402 components in your circuit as they
are particularly difficult to solder, and in fact 0602 components are way easier
to solder while remaining very small and neat. It is recommended that when
ordering your PCB printing to order an extra couple of boards in the first batch
purely for soldering practice as you will very likely make a mess of your first
attempt!
Figure 10.12  Product I final schematic.
10.2  ­Product I (IoT): Vineyard Monito 211

Metric Imperial
comparison code code comparison
0.1×0.1 mm 0402 01005 0.1×0.1 in
0603 0201 (10×10 mils)

1005 0402
1608 0603

1×1 mm 2012 0805


0.1×0.1 in
2520 1008 (100×100 mils)
3216 1206
3225 1210
4516 1806
4532 1812
5025 2010
6332 2512
1×1 cm
Actual 0.5×0.5 in
size (500×500 mils)

Figure 10.13  Various SMC component sizes.

Finally, in terms of tools needed:


●● Soldering iron: a good soldering iron is essential. It is worth paying a bit more
for a quality iron as the cheaper ones are just not good enough.
●● Hot air soldering gun: This can make soldering some of the smaller VFLGA
package ICs like the LIS3DH much easier. It also makes removing components
easier when you mess something up.
●● Digital multimeter: An essential piece of equipment for any electronics work. It
will help with everything from checking for short circuits, voltages, currents,
the certain connections are correctly in place, to verifying the correct resistance
of components.
●● Tweezers: A good quality, fine tip set of tweezers is essential as you will be pick-
ing up some very small components.
●● Eye loupe/magnifying glass: You will need to be zooming in on your soldering
to check for bad solder, solder bridges, blobs, missed pins, etc. A jeweler’s loupe,
preferably with a built‐in light, is especially useful.
212 10  Detailed Product Design and Development: From Idea to Finished Product

10.2.9  Testing and Iteration


Once the Eagle design is completed, and the board is routed, and then sent off to
a PCB printer to get printed, you will have to hand solder the resulting board
together and start testing. It is likely that the schematic or board layout will need
some minor fixes and updates in order for it to work exactly as intended. It is
important to label your board with a version number for each printing, as they
will often look very similar when printed as some iterations can be only minor
changes, or even simply routing changes that are hard to see.
Here is a soil moisture monitor assembled PCB and test setup (Figure 10.14):

Figure 10.14  Testing soil moisture level and sensor processing.

During testing, it was found that the simple temperature sensor (the DS18B20)
did not give reliable enough readings, and it was felt that a more advanced module
that also included other weather data (like accurate humidity and atmospheric
pressure) would be a better long‐term solution. So, the schematic was updated and
the DS18B20 was replaced with a Bosch BME280. This emphasizes both the
importance of testing devices in the field and not to be afraid of making changes
to a design to improve wide use cases for the device.
The interface for extracting useful information from the Bosch sensor is a little
more complicated, but luckily, there is a good library from Adafruit that does all
the hard work for the user, available here [17]. For example, here is how to get
simple temperature readings from a Bosch BME280 (code taken from the Adafruit
Github linked above):
10.2  ­Product I (IoT): Vineyard Monito 213

/*****************************************************
This is a library for the BME280 humidity, temperature
& pressure sensor
Designed specifically to work with the Adafruit BME280
Breakout
----> http://www.adafruit.com/products/2650
These sensors use I2C or SPI to communicate, 2 or 4
pins are required
to interface. The device's I2C address is either 0x76
or 0x77.
Adafruit invests time and resources providing this
open source code,
please support Adafruit and open-source hardware by
purchasing products from Adafruit!
Written by Limor Fried & Kevin Townsend for Adafruit
Industries.
BSD license, all text above must be included in any
redistribution
See the LICENSE file for details.
******************************************************
#include <Wire.h>
#include <SPI.h>
#include <Adafruit_Sensor.h>
#include <Adafruit_BME280.h>

#define BME_SCK 13
#define BME_MISO 12
#define BME_MOSI 11
#define BME_CS 10

#define SEALEVELPRESSURE_HPA (1013.25)

Adafruit_BME280 bme; // I2C

unsigned long delayTime;

void setup() {
Serial.begin(9600);
while(!Serial); // time to get serial running
Serial.println(F("BME280 test"));
214 10  Detailed Product Design and Development: From Idea to Finished Product

unsigned status;
// default settings
status = bme.begin();
if (!status) {
Serial.println("Could not find a valid BME280
sensor");
while (1) delay(10);
}
Serial.println("-- Default Test --");
delayTime = 1000;
}

void loop() {
printValues();
delay(delayTime);
}

void printValues() {
Serial.print("Temperature = ");
Serial.print(bme.readTemperature());
Serial.println(" *C");

Serial.print("Pressure = ");
Serial.print(bme.readPressure() / 100.0F);
Serial.println(" hPa");

Serial.print("Approx. Altitude = ");


Serial.print(bme.readAltitude(SEALEVELPRESSURE_
HPA));
Serial.println(" m");

Serial.print("Humidity = ");
Serial.print(bme.readHumidity());
Serial.println(" %");

Serial.println();
}
10.2  ­Product I (IoT): Vineyard Monito 215

And the code used during the testing of the soil moisture sensor specifically (taken
from the SparkFun soil sensor guide [18]):

/* oil Mositure Basic Example


S
This sketch was written by SparkFun Electronics
Joel Bartlett
August 31, 2015
Basic sketch to print out soil moisture values to the
Serial Monitor
Released under the MIT License(http://opensource.
org/licenses/MIT)
*/
int val = 0; //value for storing moisture value
int soilPin = A0;//Declare a variable for the soil
moisture sensor
int soilPower = 7;//Variable for Soil moisture Power
void setup()
{
Serial.begin(9600); // open serial over USB
pinMode(soilPower, OUTPUT);//Set D7 as an OUTPUT
digitalWrite(soilPower, LOW);//Set to LOW so no power
is flowing through it
}
void loop()
{
Serial.print("Soil Moisture = ");
//get soil moisture value from the function below
and print it
Serial.println(readSoil());
delay(1000);//take a reading every second
}
//This is a function used to get the soil moisture content
int readSoil()
{
digitalWrite(soilPower, HIGH);//turn D7 "On"
delay(10);//wait 10 milliseconds
val = analogRead(soilPin);//Read the SIG value
form sensor
digitalWrite(soilPower, LOW);//turn D7 "Off"
return val;//send current moisture value
}
216 10  Detailed Product Design and Development: From Idea to Finished Product

10.2.10  PCB to Finished Product


At various stages, from breadboarding to bulk manufacturing, you will need to
make use of a variety of resources:
●● Hardware components: To breadboard your circuit, you will need compo-
nents such as resistors, capacitors, sensors, integrated circuits, etc. You can find
some of these in mainstream sites like Amazon, but it is recommended to use
some of the hardware‐specific sites such as DigiKey, Mouser, or Farnell.
●● Gerber files: In order for a PCB manufacturer to print your PCB, you will need
to send them the files in the format they need for manufacturing, which is typi-
cally a set of “Gerber” files. The Gerber files are an open ASCII format for
printed circuit boards which include the necessary information like Pad sizes,
drill sizes, top and bottom copper traces, and pours, etc., that will allow a PCB
manufacturer to produce this board. In Eagle, the software used in this project,
there is support for automatically creating the Gerber format from your board
by choosing the computer‐aided manufacturing (CAM) processor option from
the menu bar. Then you should either use the default settings, or better yet, ask
your manufacturer for their CAM settings file and use that instead, as then you
will know for sure your board can be printed without any issues by your chosen
manufacturer.
●● PCB printing: Once you have designed your PCB and created the Gerber files,
you will need someone to print this for you. Multi‐CB in Europe are particularly
good, efficient as well as very competitively priced, and Advanced Circuitry
International and Onboard Circuits if you are in the USA. Depending on where
you are based, there may be other PCB manufacturers available to you, there is
a section in [19] under “Picking a PCB Manufacturer” that might be worth a look.
●● Compliance: It may be necessary to put your product forward for various tests
to be compliant with laws around resale of electronic devices in the countries
you plan to market your device. Some likely areas of compliance to be aware of:
–– FCC (US): Ensuring your device meets the necessary RF standards where it
uses radio frequencies in certain ranges.
–– CE mark (Europe): A certification mark that indicates your device con-
forms to EU health and safety laws. There are many firms that can help you
gain this certification.
–– Sigfox certification: If using the Sigfox network, as the device in this project
does, you will need to gain Sigfox certification in order to sell your device as
a “Product” on their website. This process also ensures that your device has
sufficient power and reliability to send messages that will be received prop-
erly by the Sigfox base stations.
10.2  ­Product I (IoT): Vineyard Monito 217

–– Enclosure: A finished PCB is the most important part of the process, but in
real terms, to use a product like this in the field, it will need to be protected
from the elements within some kind of enclosure. It is possible, through a
number of small project websites, to engage a 3D modeler to create a set of
CAD files for a design to fit your product and to your specifications. For
example, below is a 3D model of the design that will fit the product built in
this section, which can be 3D printed online, or in bulk (Figure 10.15):

(a) (b)

Figure 10.15  Enclosure, side view (a), rear view (b).

However, it will often be less expensive to find an existing, workable enclosure


of the right size, and tailor your PCB to fit it instead (e.g. by adding mounting
holes to the PCB at the correct points). We will leave it up to the reader to decide
on this as it depends largely on how the end product should look and the accept-
able final cost.
●● PCB manufacturing: Once your PCB has been printed, everything is soldered
together, tested and all is working perfectly, the next consideration might be
where to have a large number of boards manufactured. PCB Cart in China is
good and reasonably priced. The price can include assembly and the program-
ming of the Atmega chip with a default program.
●● BOM: You will also need to produce a Bill of Materials, or BOM, for your
product that details exactly how many of each component, and their desig-
nation on your schematic, are needed to produce the final product. This also
gives you a good idea of the per unit cost of the device, on top of the per unit
manufacturing cost. For example, the BOM for the product built in this sec-
tion is below, giving materials input total cost per device (per 100 devices
manufactured) of €13.140.
Item Schematic ref Device Quantity Manufacturer P/N Indicative cost (per 100) Total cost

1 C1 C2 C3 C8 C10 0.1UF‐0603‐25V‐5% 7 CL10F104ZA8NNNC €0.0065 €0.046


C11 C13
2 C4 0.6PF‐0402‐50V‐0.1PF 1 GRM1555C1HR60WA01D €0.0528 €0.053
3 C5 2.2PF‐0402‐50V0.1PF 1 GRM1555C1H2R2WA01D €0.0308 €0.031
4 C6 0.7PF‐0402‐50V‐0.1PF 1 GRM1555C1HR70WA01D €0.0528 €0.053
5 C7 RESISTOR0402 1 RC0402JR‐070RL €0.0032 €0.003
6 C9 10NF‐0603‐50V‐10% 1 GRM188R71H103KA01D €0.0570 €0.057
7 C12 100PF‐0603‐50V‐5% 1 GRM1885C1H101JA01D €0.0581 €0.058
8 C15 10UF‐0603‐6.3V‐20% 1 GRM188C81C106MA73D €0.1353 €0.135
9 D1 LED‐RED0603 1 LTST‐C191KRKT €0.0943 €0.094
10 HALL1 AH9246‐W7 1 AH9246‐W‐7 €0.3006 €0.301
11 J1 6_PIN_SERIAL_TARGET 1 GRPB061VWVN‐RC €0.3170 €0.317
12 J2 CONN_12 1 PEC12SAAN €0.4693 €0.469
13 J3 CONN_03 1 GRPB031VWVN‐RC €0.1656 €0.166
14 R1 330OHM‐0603‐1/10W‐1% 1 RC0603FR‐07330RL €0.0051 €0.005
15 R2 PHOTOCELLPTH 1 PDV‐P8103 €0.3904 €0.390
16 R3 1KOHM‐0603‐1/10W‐1% 1 RC0603FR‐071KL €0.0051 €0.005
17 R5 100KOHM‐0603‐1/10W‐1% 1 RC0603FR‐07100KL €0.0051 €0.005
18 R4 R6 R7 10KOHM‐0603‐1/10W‐1% 3 RC0603FR‐0710KL €0.0051 €0.015
19 SFM1 WISOL Sigfox Chip 1 WSSFM10R1 €2.8400 €2.840
20 U1 ATMEGA328P_TQFP 1 ATMEGA328P‐AU €1.4884 €1.488
21 Y1 RESONATOR‐8MHZSMD_3.2X1.3 1 CSTCE8M00G55‐R0 €0.2734 €0.273
22 ANT1 PRO‐OB‐471 1 PRO‐OB‐471 €1.0446 €1.045
23 BATT1 CR2‐BATTERY‐HOLDERPTH 1 BH‐CR2‐PC €1.3900 €1.390
24 Q1 MOSFET P‐CH 20V 5.3A SOT‐23 1 SI2323DDS‐T1‐GE3 €0.3600 €0.360
25 U4 BME280 1 BME280 €3.5400 €3.540
Total: €13.140
220 10  Detailed Product Design and Development: From Idea to Finished Product

10.3  ­Product II (Wearable): Fall Detection Device

The idea of this example project is to design a wearable product that can reliably
detect an elderly person’s accidental fall, and then, if a fall is detected, the device
would promptly contact emergency for help. A smartphone application should
enhance the product’s capabilities by offering a cloud connectivity, which would
make use of a cloud solution to log the events. It would also potentially extend the
product use case based on future requirements, for instance, updating the device
location information.

10.3.1  Product Requirements and Design Considerations


As mentioned in Chapter  6, the requirements are documented and serve as an
agreement between the client and the product engineering team. The document
can be used towards the product delivery time as a checklist for product complete-
ness upon delivery.
In this sample wearable project, a subset of some important system require-
ments and design considerations is picked as shown below:
●● Accuracy: The system should accurately detect sudden falls
●● Usability: The system should be relatively easy to configure and use
●● Size: The system should be small, preferably less than 2″ × 2″ × 0.5″ (L × W × H)
●● Weight: The system should be light, preferably lighter than 50 g (1.77 oz.)
●● Power: The system should maintain operation for at least eight hours per charge

10.3.2  Design Block Diagram


The following diagram shows the end‐to‐end building blocks of the wearable
solution, catered to the use case described in this section (Figure 10.16).
●● Wearable device
–– Microprocessing unit (MPU): The MPU periodically runs an algorithm to
process accelerometer and gyroscope data to detect fall events. It also man-
ages the communication with the user’s smartphone over BLE.
–– Fall detection sensors: e.g., accelerometer and gyroscope sensors to detect
sudden changes in acceleration and orientation.
–– Bluetooth Low Energy (BLE) module: Interfaces with smartphone to
send fall detection alarm signals to the intended party.
●● Smartphone: Receives fall detection alarm signals from the wearable device,
contacts emergency, and provides Internet connectivity to the cloud to log events.
●● Cloud: Event logging and potential reactive capability (i.e.: event‐based or
­criteria‐based action triggers).
●● User: A person wearing the fall‐detection device
Logging / display
Wearable device

Cloud Contact emergency Gyro / accelerometer


post to cloud sensors
show cloud data

WiFi / cellular Bluetooth low MPU


Secured connection Smartphone
AP energy (BLE) Fall-detection

User
User

Figure 10.16  Fall-detection system block diagram.


222 10  Detailed Product Design and Development: From Idea to Finished Product

Main
Contact
emergency

Log in and
system Gather information
config. & contact emergency

Measure Log event


sensors
values

Return

No
Sudden impact
detected?

Yes

Contact
emergency

Figure 10.17  Program execution flowchart.

10.3.3  Flowchart
A flowchart is a good way to illustrate the execution steps the system software will
take in a two‐dimensional format, especially in visualizing conditional execution
and function calls. Flowcharts are equally useful at the initial system design stages
as well as the final documentation stage of a project (when the system is opera-
tional) in order to aid in its use, maintenance, modification, and expansion.
Figure 10.17 shows the software execution steps where the execution starts with:
1) System powers up.
2) User enters their credentials to login to the system.
10.3  ­Product II (Wearable): Fall Detection Devic 223

3) System configuration starts which entails setting up the input/output inter-


faces, the communication links, and the emergency contact info.
4) Measurement routine starts, and the sensors values are periodically evaluated
to detect a user falling event.
5) Once a fall‐detection event is asserted, the device will trigger the contact emer-
gency subprocess.
6) As part of the contact emergency sub‐process, a text message will be sent to the
preconfigured emergency contact and the event will be logged to the cloud.
7) This system will be running forever until it is reset or powered off, this is a typi-
cal process for embedded systems.

10.3.4  Unified Modeling Language (UML)


Unified modeling language is a standardized general‐purpose modeling language
that is also used for developing software in a visual way. In this example, the UML
was used to visually illustrate the product use case and how the components relate
to each other. The use case UML diagram in Figure 10.18 is translated from the
system diagram and flowchart to describe the user and system components
interactions.

10.3.5  Hardware Selection


As seen from the system requirements section, the device of choice should be on
the lower side of the power consumption, has a small form factor, light in weight,

Fall detection system

Log in

System configuration

Senior Contact emergency


Emergency contact

Figure 10.18  Use case UML diagram.


224 10  Detailed Product Design and Development: From Idea to Finished Product

accurate in its reading of sensor measurements and ultimately detecting a fall


event, and relatively easy to setup and use.
There are numerous off‐the‐shelf development boards available, and each has
its own strength points and uses. For this example, the Mikroelektronika‐NXP
Hexiwear is used. This modular development board can be a complete develop-
ment solution. It uses the power efficient 120 MHz K64F 32‐bit ARM cortex M4
processor and has an elegant smartwatch design. It also has six accurate sensors
including the accelerometer and gyroscope sensors which are used in this project.
It also includes a chip for BLE connectivity to communicate with the smartphone
and has the flexibility to add more modules if a docking station is used. Figure 10.19
shows the Hexiwear wearable development board.
The Hexiwear accelerometer and gyroscope sensors are used to get the raw
measurements for the user’s movements. The firmware on K64f MPU runs an
algorithm to detect a fall and trigger an alarm which will be communicated to the
smartphone app that will in turn trigger a preconfigured SMS message.
It is important to understand that picking the right development board that has
most, if not all, of the components needed for a prototype can save a tremendous
amount of time during the hardware and software implementation phases later,
as will be seen in the following sections.
The Hexiwear development board features more than traditional MCU develop-
ment platforms. It is ideal for connected applications since it includes the follow-
ing components:
●● Kinetis K64F MCU
●● Bluetooth Low Energy (BLE) SoC (Kinetis KW40z)
●● 6‐axis Accelerometer and Magnetometer combo (FXOS8700CQ)
●● 3‐axis Gyroscope (FXAS21002CQ)
●● Pressure sensor accurate up to Altitude sensing (MPL3115A2)
●● Temperature and humidity combo (HTU21D)
●● Ambient light sensor (TSL2561)
●● Optical Heart rate sensor (Maxim MAX30101)

Figure 10.19  Hexiwear wearable development board. Source: Photo courtesy of


MikroElektronika.
10.3  ­Product II (Wearable): Fall Detection Devic 225

FRDM-K64F FRDM-KW40Z FRDM-STBC-AGM01 OLED 1.1’’ screen

Hexiwear 2’

2’

Figure 10.20  Development boards constituting the Hexiwear platform. Source: Photo
courtesy of MikroElektronika.

●● 1.1″ OLED color display


●● 190 mAh 2C Li‐Po battery with a charger (MC34671)
The platform combines the functionality of (FRDM‐K64F, FRDM‐KW40Z,
FRDM‐STBC‐AGM01, and OLED 1.1″ Screen) development boards into a single
compact module. Figure 10.20 shows the different development boards constitut-
ing the Hexiwear platform.
Figure  10.21 shows a block diagram of the components inside the Hexiwear
development platform and the optional components if a docking station is used.
The docking station is used to program the Hexiwear and debug the running
firmware.
Figure  10.22 shows a list of the MPUs capabilities and their peripheral
connections.
Figure  10.23 lists the sensors and their specifications and communication
interfaces.

10.3.6  Hardware Implementation and Connectivity


As seen from the previous section, the Hexiwear has all the MPUs, sensors, and
wireless connectivity modules needed for this example project on the same devel-
opment board. This choice has the substantial advantage of eliminating the need
to add any external components along with the breadboard and wiring which in
turn might add development complexity to the hardware implementation (and
software complexity as will be seen in the following section). Having the hardware
User RGB LED
8MB Serial flash 1.1” Color OLED haptic feedback 6x Touch button
memory display vibration motor

Micro-B USB
190mAh Li-Po battery

External docking station

Micro-B USB MC34671


Battery Kinetis K64F Kinetis KW40Z
K64F/KW40 switch
Expansion port

Kinetis K20 charger MCU BLE SoC


OpenSDA MCU
K64F/KW40 reset

3x Click sockets (SPI, I2C, UART, AN, PWM, IO)

Micro-SDHC and I2S

MEAS-SPEC TAOS MAXIM


HTU21D TSL2561 MAX30101
FXOS8700CQ FXAS21002 MPL3115A2 Humidity & temp Ambient light Optical heart rate
Combo acc. / mag. Gyroscope Barometer & Temp sensor sensor sensor
Non-NXP sensor sensor sensor
part

Interface

Figure 10.21  Hexiwear default and optional components. Source: Courtesy of ARM.
8MB Serial flash 1.1” Color OLED User RGB LED Haptic feedback
memory display 6x Touch button vibration motor

MK64FN1M0VDC12
ARM® Cortex®-M4 up to 120MHz
1MB flash and 256KB RAM

UART, SPI, I2C, USB communications


Kinetis K64F Kinetis KW40Z
Sensor (6) Connection (2* I2C) MCU BLE SoC
RGB and vibration motor (4* GPIO)

External interfaces (dock station)


UART (2), SPI (1), I2C (1), PWM (3), AN (3), GPIO (6)
SDHC and I2S MKW40Z160VHT4
ARM® Cortex®-M0+ up to 48MHz
160KB flash and 20KB RAM

2.4 GHz transceiver compatible


part
FXOS8700CQ FXAS21002 MPL3115A2 bluetooth® low energy v4.1 and 802.15.4
Non-NXP Combo acc. / mag. Gyroscope Barometer & temp
part sensor sensor sensor Capacitive touch (6 electrodes)

UART and SPI communications


Interface

Figure 10.22  Hexiwear MPUs capabilities and their peripheral connections. Source: Courtesy of ARM.
HTU21D TSL2561 MAX30101
Fully-calibrated humidity sensor Light to digital converter Pulse oximeter and hear rate sensor
+/−3%RH tolerance @55%RH 0.1 to 40,000 Lux dynamic range high sensitivity with 16-bit ADC
inc. both infrared and full spectrum diodes
Fully-calibrated temperature tensor
Consumption
±0.3°C accuracy from –40 to + 125°C
Consumption down to 600μA in active mode
down to 240μA in active mode
Consumption
12C digital interface
down to 450μA in active mode
12C digital interface up to 400kHz
12C digital interface up to 400kHz
up to 400kHz dual-mode

FXOS8700CQ FXAS21002CQ MPL3115A2


3-axis linear accelerometer 3-axis gyroscope Absolute pressure sensor
±2 g/±4 g/±8 g dynamic range ±250/500/1000/2000°/s dynamic range calibrated 50–110 kPa range
altitude accuracy down to 0.1 m
3-axis magnetometer
Consumption
±1200 μT range Consumption
down to 2.7 mA in active mode
down to 8.5 μA (capt.) max 2 mA (with conv.)
Low-power consumption
12C digital interface Autonomous data-logging
down to 80 μA with both sensor active
up to 800 Hz 32-sample FIFO up to 12 days
I2C digital interface
up to 400 Hz dual, 800 Hz single-mode 12C digital interface
up to 400 Hz

MEAS-SPEC TAOS MAXIM


HTU21D TSL2561 MAX30101
FXOS8700CQ FXAS2100CQ MPL3115A2 Humidity & temp Ambient light Optical heart rate
Combo acc. / mag. Gyroscope Barometer & temp sensor sensor sensor
sensor sensor sensor

Figure 10.23  Hexiwear sensors specification and communication interfaces. Source: Courtesy of ARM.
10.3  ­Product II (Wearable): Fall Detection Devic 229

implementation ready out of the box gives an advantage when it comes to the
time‐to‐prototype and hence to market.

10.3.6.1  Hardware Modules and Interfaces Overview


As shown in Figure  10.24, the K64F MCU ARM® Cortex®‐M4F interfaces with
both the 3‐axis accelerometer sensor (FXOS8700) and the 3‐axis Gyroscope sensor
(FXAS21002) using the interintegrated circuit (I2C) interface, denoted by I2C1.
The K64F interfaces with the K40 over the Universal Asynchronous Receiver
Transmitter (UART) interface, which in turn relays to the outside world using the
on‐chip BLE module. This is going to be used to communicate with the smart-
phone app which acts as a gateway to the outside world. As mentioned in
Chapter  5, BLE is a more power efficient version of Bluetooth, it is also more
energy efficient than ZigBee and classic Wi‐Fi. It provides a reliable short range of
up to 400 m, and a data rate of 2 Mbit/s. This makes BLE a popular protocol of
choice for IoT wireless communications, especially for PANs. This Hexiwear con-
nection with the smartphone is an example of a PAN. The smartphone uses the
cellular service to send the emergency text message and uses the Wi‐Fi or cellular
service to post the data to the cloud.
Figures  10.25–10.28 show the Hexiwear fall‐detection wearable device,
Hexiwear docking station, Hexiwear beside an apple watch for the purpose of size
comparison, and a Hexiwear worn by a user, respectively:

10.3.7  Software Implementation


Development boards in general are designed with the time‐to‐prototype in mind.
That means they come with all the open‐source libraries necessary to start the
development out of the box. Since the board of choice is manufactured by NXP,
and many of the low‐level drivers for the hardware components are available as
part of the Kinetis Software Development Kit (KSDK), the Kinetis Design Studio
(KDS) IDE is going to be used to build and run the firmware source code.
A link to the Hexiwear user manual, which includes the steps to install the IDE
and SDK, and the steps to import projects are provided in [20] in the “References”
section.
It is usually easier to start with a working example program than to start from
scratch. And it is part of the software/firmware developer’s responsibility to find a
suitable example that works, and then modify/improve it to accommodate the
specific use case of their project.
In the fall‐detection sample project, a working example is used and modified to
have the K64F Cortex M4 processor read the two sensors values (accelerometer
and gyroscope), run the fall‐detection algorithm, and communicate alarms over
BLE. By design, the stock firmware, provided with the Hexiwear, comes with an
Figure 10.24  Hexiwear K64F interfaces with internal docking station sensors. Source: Courtesy of ARM.
Figure 10.25  (Hexiwear) fall-detection wearable device.

Figure 10.26  Hexiwear docking station.


232 10  Detailed Product Design and Development: From Idea to Finished Product

Figure 10.27  Hexiwear beside an apple watch.

Figure 10.28  Hexiwear worn.

example of a working prototype that fetches readings from the six onboard sen-
sors and output to the OLED and BLE modules. A link to the stock firmware
binaries and source code is provided in [21].
Once the IDE software and the SDK are installed and the project is imported, it
should look like the snapshot in Figure 10.29:
10.3  ­Product II (Wearable): Fall Detection Devic 233

Figure 10.29  KDS stock firmware project import. Source: [22].

The control flow starts at the main function, ‘void main()’, in main.c, by initializ-
ing the low‐level Hardware and the OSA real‐time operating system (RTOS). Second
comes the activation of the Cortex M3 exceptions (events and interrupts). The con-
trol then goes to the third function, ‘HEXIWEAR_Init()’, which configures multiple
interfaces including the output GPIO pins (OLED, flash, power, VIBRO, KW40,
other LEDs), input GPIO pins (battery and tap). The ‘HEXIWEAR_Init()’ function
also initializes the task to continuously read sensors data, initializes the accelerom-
eter sensor, turns on the sensor tag and haptic feedback, initializes structures neces-
sary for the RTOS run, and finally it turns on the system clock.
The last function, ‘HEXIWEAR_Start()’, starts the RTOS scheduler and the
­system runs forever until powered off (a typical embedded system operation).
Our objective here is the following:
1) Find the point in code where accelerometer and gyroscope data are being read
from hardware.
2) Come up with a relatively short real‐time algorithm that detects a fall based on
the values read.
3) Once a fall is detected, an alarm signal is sent to the smartphone via BLE.
234 10  Detailed Product Design and Development: From Idea to Finished Product

For point (1), a good probing point for the sensors readings is just before send-
ing the formatted data to the BLE. The location is in file ‘sernsor_drive.c’, at func-
tion ‘sensor_PushData()’.

10.3.7.1  Fall Detection Algorithm


It is a good practice to explore the studies that have been published regarding
these kinds of algorithms. In order to choose an adequate fall‐detection algorithm,
the firmware developer needs to verify that the algorithm of choice (or a modified
version of it) is implementable on the MPU of the development board. In this
example, the selection was to use an algorithm that has already been tested and
verified to work as part of a study published in [22]. The study reports that the
algorithm accuracy is as high as 100% in the best‐case scenario (walking), and
86.67% in the worst‐case scenario (going downstairs). Taking that into considera-
tion, this would be a reasonably accurate algorithm to implement.
Equations (10.1)–(10.5) show the algorithm mathematical calculations:
Based on the value generated by the accelerometer, axis made on the magnitude
of these axes were denoted as:

ATt aX t 2 aYt 2 aZ t 2 (10.1)


Meanwhile, the gyroscope applies the same formula as:

GTt gX t 2 gYt 2 gZ t 2 (10.2)


After discovering the magnitude of the sensor, the next step is to find the maximum
and minimum value of the sensor. Below is the formula to find the maximum and
minimum values:

MAX ATt ATt and MIN ATt ATt (10.3)


n n

MAX GTt GTt and MIN GTt GTt (10.4)


n n

Once the maximum and minimum values are obtained, the following is the
formula to find the value sought:

aX t 2 aYt 2
Angle arccos (10.5)
aZ t 2

g is the constant of gravity that is 9.8 m/s2
Figure 10.30 shows the flowchart of the adopted algorithm:
10.3  ­Product II (Wearable): Fall Detection Devic 235

Start

ATt = aXt2 + aYt2 aZt2

GTt = gXt2 + gYt2 gZt2

Angle = arccos aXt2 + aYt2


aZt2

ATt > t M

∆AT = MAX – MIN > t AT


and
∆GT = MAX – MIN > t GA
and
angle > t i

Alarm and alert


system

Finish

Figure 10.30  Fall-detection algorithm flowchart. Source: Reproduced from [22].


236 10  Detailed Product Design and Development: From Idea to Finished Product

The following code snippets show the algorithm implementation:

/**
* Detect a fall and alarm smartphone
* depending on the sensors's values
*/
static inline void detect_Fall(hostInterface_packet_t
sensorPacket){
if ((packetType_accel == sensorPacket.type) ||
(packetType_gyro == sensorPacket.type)){
static int64_t accel_x_pwr2 = 0;
static int64_t accel_y_pwr2 = 0;
static int64_t accel_z_pwr2 = 0;
static int64_t max_a_t = INT64_MIN;
static int64_t min_a_t = INT64_MAX; // max value
static int64_t a_t_i = 0; //ATi
static uint64_t delta_a_t = 0;
static bool acc_exceeded_thrs = false;
static uint32_t accel_sample_count = 0;
static int16_t angle = 0;
static int64_t gyro_x_pwr2 = 0;
static int64_t gyro_y_pwr2 = 0;
static int64_t gyro_z_pwr2 = 0;
static int64_t max_g_t = INT64_MIN;
static int64_t min_g_t = INT64_MAX; // max value
static int64_t g_t_i = 0; //ATi
static uint64_t delta_g_t = 0;
static uint32_t gyro_sample_count = 0;
static uint32_t gyr_exceeded_thr = 0;
if(packetType_accel == sensorPacket.type){
accel_x_pwr2 = motionData.accData[0] * motionData.
accData[0];
accel_y_pwr2 = motionData.accData[1] * motion-
Data.accData[1];
accel_z_pwr2 = motionData.accData[2] * motion-
Data.accData[2];
a_t_i = sqrt(accel_x_pwr2 + accel_y_pwr2 +
accel_z_pwr2); // ATi
if (accel_sample_count < 10000) { // Calibration
max_a_t = ( a_t_i > max_a_t )? a_t_i : max_a_t;
10.3  ­Product II (Wearable): Fall Detection Devic 237

min_a_t = ( a_t_i < min_a_t )? a_t_i : min_a_t;


accel_sample_count++;
}else{ // check for threshold
if (a_t_i > 9){ // TODO: Get a more accurate
value for tm from experiment
delta_a_t = max_a_t = min_a_t;
if (delta_a_t > 4.2) // TODO: Get a more
accurate value for tAT from experiment
acc_exceeded_thrs = true;
}else{
acc_exceeded_thrs = false;
}
}
}
if (packetType_gyro == sensorPacket.type) {
gyro_x_pwr2 = motionData.gyroData[0] * motion-
Data.gyroData[0];
gyro_y_pwr2 = motionData.gyroData[1] * motion-
Data.gyroData[1];
gyro_z_pwr2 = motionData.gyroData[2] * motion-
Data.gyroData[2];
g_t_i = sqrt(gyro_x_pwr2 + gyro_y_pwr2 + gyro_z_
pwr2); // GTi
if (gyro_sample_count < 10000) { // Calibration
max_g_t = ( g_t_i > max_g_t )? g_t_i : max_g_t;
min_g_t = ( g_t_i < min_g_t )? g_t_i : min_g_t;
}else{ // check for threshold
if (delta_g_t > 3) { // TODO: Get a more
accurate value for tGA from experiment
gyr_exceeded_thr = true;
}else{
gyr_exceeded_thr = false;
}
}
}
238 10  Detailed Product Design and Development: From Idea to Finished Product

In addition to the fall‐detection algorithm implementation, the code needs to


­generate an alarm signal and send it to the smartphone. The maximum values will
be set and reported for accelerometer x‐axis as an alarm signal to the smartphone
to trigger the process to contact emergency. The following code snippet implements
the fall‐detection alarm signal:

// Check for accumulative


if ((true == acc_exceeded_thrs) && (true == gyr_ex-
ceeded_thr)) {
angle = acos(sqrt(accel_x_pwr2 + accel_y_pwr2) /
motionData.accData[2] /* accel_z */) * (180/3.14);
/* Set max value as a signal to the Smartphone
2^15 - 1 -> max value possible for type int16_t */
if (angle > 60) // TODO: get a more accurate
value for T_i from experiment
{
motionData.accData[0] = ((1 << 15) - 1);
}
}
return;
}
}

10.3.8  Smartphone iOS App


In this project, the smartphone is used as a gateway for the wearable device. It
receives the sensors’ values, including the signal of a potential fall‐detection, and
then does two things: Firstly, it sends a programmable text to an emergency con-
tact of choice via SMS if a fall‐detection signal is received. Secondly, it logs the
acquired data to the Thingspeak cloud platform. Figure  10.31 shows different
views of the smart app.
The source code was downloaded from the outdated original Hexiwear Swift
version 3 iOS app on GitHub (no need to start from scratch). Then the code was
migrated to the newest Swift version at the time this section was written, Swift
version 5. Some code was needed to be added since the IoT platform of choice was
changed to Thingspeak. The app can post data to the IoT platform and has a view
to see a graph of the values versus time. A new module was also added to handle
the emergency contact SMS communication.
10.3  ­Product II (Wearable): Fall Detection Devic 239

Figure 10.31  Smartphone app different screens.

Once the app is installed, the user can login using the username ‘demo’ and
password ‘demo’, then they can enter the Thingspeak channel number and the
write‐API‐key so that the smartphone app can post to the cloud IoT platform. The
user should also enter the emergency contact number and the SMS text to be sent
in case of emergency.
The snippet below shows the Swift code that checks the sensor value and com-
pares it to a threshold to send the emergency text message. The Webkit library is
used for reading the cloud channel whereas Alamofire, which is an HTTP net-
working library written in Swift, is used for sending the SMS text.

var thingSpeakWriteValue: Int = 0


let accXAlarmThresold = 4.0
@IBOutlet weak var accountUsernameSIDF: UI-
TextField!
@IBOutlet weak var authTokenF: UITextField!
@IBOutlet weak var emergencyNumberF: UITextField!
@IBOutlet weak var userNumberF: UITextField!
@IBOutlet weak var textBodyF: UITextField!
func sendEmergencyText() {
240 10  Detailed Product Design and Development: From Idea to Finished Product

var accountUsernameSID = accountUsernameS-


IDF.text!
var authToken = authTokenF.text!
var emergencyNumber = emergencyNumberF.text!
var userNumber = userNumberF.text!
var textBody = textBodyF.text!
let url = #"https://api.twilio.com/2010‐04‐01/
Accounts/\#(String(describing: accountUsernameSID))/
Messages"#
let parameters = ["From": emergencyNumber,
"To": userNumber, "Body": textBody]
AF.request(url, method: .post, parameters:
parameters)
.authenticate(username: accountUsername-
SID, password: authToken)
.responseJSON { response in
debugPrint(response)
}
RunLoop.main.run()
}
func checkValueThreshold(accX: Double) {
if accX > accXAlarmThresold { // accXAlarmThresold = 4.0
sendEmergencyText()
thingSpeakWriteValue = 1
}
}
@IBOutlet weak var field: UITextField!
@IBOutlet weak var apiKey: UITextField!
func postDataToCloud() {
print(#"https://api.thingspeak.com/update?api_
key=\#(String(describing: apiKey.text!))&field\#(String(des
cribing: field.text!))=\#(String(thingSpeakWriteValue))"#)
let url = URL(string: #"https://api.thingspeak.
com/update?api_key=\#(String(describing: apiKey.text!)
)&field\#(String(describing: field.text!))=\#(String(t
hingSpeakWriteValue))"#)!
10.3  ­Product II (Wearable): Fall Detection Devic 241

let task = URLSession.shared.dataTask(with:


url) {(data, response, error) in
guard let data = data else { return }
print("The response is : ",String(data: data,
encoding: .utf8)!)
//print(NSString(data: data, encoding:
String.Encoding.utf8.rawValue) as Any)
}
task.resume()
}

The following code snippet shows the Swift code that displays a field from a
Thingspeak channel:

import UIKit
import Foundation
import WebKit
internal class ShowLinkController: UIViewController {
// MARK: ‐ fileprivate Properties ‐
// UI
internal lazy var linkView: ChannelLinkView = {
let view = ChannelLinkView()
view.delegate = self
return view
}()
override func viewDidLoad() {
super.viewDidLoad()
setupViews()
}
}
// MARK: ‐ fileprivate Setup Helper Functions ‐
fileprivate extension ShowLinkController {
func setupViews() {
setupMainView()
}
func setupMainView() {
242 10  Detailed Product Design and Development: From Idea to Finished Product

linkView.translatesAutoresizingMaskIntoCon-
straints = false
linkView.widthAnchor.
constraint(equalToConstant: 200).isActive = true
view.addSubview(linkView)
linkView.topAnchor.constraint(equalTo: view.
topAnchor, constant: 40).isActive = true
linkView.centerXAnchor.constraint(equalTo:
view.centerXAnchor).isActive = true
}
}
extension ShowLinkController: ChannelLinkViewD-
elegate {
func userDidTapOnCannelLink(from: ChannelLinkView) {
let linkFullView = UIView()
view.addSubview(linkFullView)
linkFullView.translatesAutoresizingMaskInto-
Constraints = false
linkFullView.heightAnchor.
constraint(equalToConstant: 230).isActive = true
linkFullView.widthAnchor.
constraint(equalToConstant: UIScreen.main.bounds.width
- 17).isActive = true
linkFullView.topAnchor.constraint(equalTo:
linkView.bottomAnchor, constant: 20).isActive = true
linkFullView.centerXAnchor.constraint(equalTo:
view.centerXAnchor).isActive = true
let jscript = "var meta = document.
createElement('meta'); meta.setAttribute('name',
'viewport'); meta.setAttribute('content', 'width=420',
'height=300'); document.getElementsByTagName('head')
[0].appendChild(meta);"
let userScript = WKUserScript(source: jscript,
injectionTime: .atDocumentEnd, forMainFrameOnly: true)
let wkUController = WKUserContentController()
wkUController.addUserScript(userScript)
let wkWebConfig = WKWebViewConfiguration()
wkWebConfig.userContentController = wkU-
Controller
10.3  ­Product II (Wearable): Fall Detection Devic 243

let webView = WKWebView(frame: linkFullView.


bounds, configuration: wkWebConfig)
webView.autoresizingMask = [.flexibleWidth,
.flexibleHeight]
linkFullView.addSubview(webView)
webView.allowsBackForwardNavigationGestures = true
let myURL = URL(string: "https://thingspeak.
com/channels/1081530/charts/2?bgcolor=%23ffffff&color
=%23d62020&dynamic=true&results=60&title=Fall+detectio
n&type=line")
let myRequest = URLRequest(url: myURL!)
webView.load(myRequest)
}
}

The user can get the app from the Appstore with the name “Hexifall” or get the
updated source code from the GitHub link provided in the “References” section.

10.3.9  Cloud Solution


A cloud IoT platform is used to receive and store fall events data, visualize that
data, and potentially control those devices and/or react to certain triggers by per-
forming a certain action.
As shown in Chapter 7, there are several cloud platforms for the IoT, and they
come with different capabilities when it comes to cost, scalability, ease of use, con-
nectivity, and other features. Some of the best IoT cloud platforms include the
Microsoft Azure IoT Suite, Google Cloud IoT Platform, IBM Watson IoT Platform,
Amazon AWS IoT Platform, Cisco IoT Cloud Platform, Thingspeak IoT Platform,
Oracle IoT Platform, and many more.
The Thingspeak IoT platform is chosen for this example project. It is an open‐
source platform that provides a way for users to log IoT/wearable device readings
on the cloud and visualize the collected data in the form of graphs or charts or
other plugins. It can also execute MATLAB® code in order to perform online anal-
ysis and processing of the data as it comes in. ThingSpeak is often used for proto-
typing and proof of concept IoT systems that require analytics. It also has the
capability to collaborate with web services, social media networks, and other APIs.
It has a relatively simple user interface, and a RESTful API for the IoT device (or
a smartphone in this case) to send data to it.
To send data to a Thingspeak channel, the user needs to sign‐up and create a
channel then define the fields that will log the data. Once the channel is created,
244 10  Detailed Product Design and Development: From Idea to Finished Product

Figure 10.32  Thingspeak channel configuration. Source: The MathWorks, Inc.

the platform will provide you with the channel ID to read the channel data, and a
write‐API‐key for the device to write data to the channel. Note that a read‐API‐key
will be needed to read the private fields of a channel. A link to a walkthrough to
get started with Thingspeak is provided in the “References” section.
Figures  10.32 and 10.33 show snapshots of the configuration of a typical
Thingspeak channel:

10.3.9.1  Cloud versus Edge Computing


As mentioned in Section 3.2.1.3 of Chapter 3, cloud computing does most of the
processing at a centralized location. On the other hand, edge computing architec-
ture, or simply edge architecture, is where most of the processing takes place as
close to the IoT/wearable device as possible (i.e. close to the data source). Fog
computing is the standard that defines the details of the edge architecture. Edge
computing has the advantage of limiting the system load which helps in scaling
up the number of devices. It is also used for time‐sensitive applications since it
lowers the system latency by reducing the time it takes for the data to travel to the
node where it gets processed. In this project, a hybrid solution is used, edge com-
puting processes the data as soon as possible to trigger an action, and the cloud
solution is added for logging purposes with the potential to extend or modify the
system capabilities as requirements change.
10.3  ­Product II (Wearable): Fall Detection Devic 245

Figure 10.33  Thingspeak channel visualization.

10.3.10  Security
Hexiwear uses BLE to communicate data to the smartphone; hence, all BLE
security features are inherited by that interface. Data within the payload is
encrypted with the AES‐128 block cipher to ensure confidentiality. The smart-
phone, which acts as a gateway to the internet, uses the restful HTTP API
mentioned in Section  10.2.6.2 (RESTful Web Services) to post to the cloud.
Additionally, the packets are secured by the SSL/TLS security layer to provide
authentication and data integrity which are two of the information security
pillars.

10.3.11  Power Consumption


The device’s power consumption can be determined using NXP MCU Power
Estimation tool as shown in Figure 10.34. Entering the battery information from
the Li‐pol battery datasheet and enabling the UART and I2C peripherals give a
maximum operation time of 15 hours and five minutes, which is longer than the
time specified in the requirement section.
Figure 10.34  Battery life estimation using NXP MCU power estimation tool. Source: NXP Semiconductors.
References 247

It should be noted that taking into consideration the Bluetooth Smart application
example in the MKW40Z Power Consumption Analysis [22], the power consump-
tion of the K40Z board is very low and can be ignored in the practical application
of this prototype.

10.3.12  Delivery
By going through the requirements listed in the requirements section, we can see
that the prototype satisfies all the criteria:
1) Accuracy: The system can reliably detect a person falling (up to 100% in the
walking scenario).
2) Usability: The system can easily be configured using the user‐friendly smart-
phone app.
3) Size: The device is reasonably small, around 1.9″ × 1.75″ × 0.5″.
4) Weight: The device is reasonably light in weight, it weighs 40 g.
5) Power: The device can maintain operation for at least eight hours.

10.4  ­Conclusion

Hopefully, during the course of this Chapter, the reader has gained a good under-
standing of the process of moving from a concept for an IoT/wearable electronic
device, through defining requirements, design, PCB printing, and soldering and
all the way through to the software and cloud implementation. There are many
further resources available to the reader on this subject, and the code and hard-
ware used in this Chapter are all documented, please see the [23, 24] links in the
References section.

References

DS18B (2019). DS18B datasheet. https://datasheets.maximintegrated.com/en/ds/


1
DS18B20.pdf (accessed June 2020).
2 Fritzing (2010). Fritzing tutorials. http://fritzing.org/learning/tutorials (accessed
May 2020).
3 NORDIC Semiconductor Power profiler kit. https://www.nordicsemi.com/eng/
Products/Power‐Profiler‐Kit (accessed May 2020).
4 Boy, T.G. (2016). Arduino CC DS18B20 digital temperature sensor. https://create.
arduino.cc/projecthub/TheGadgetBoy/ds18b20‐digital‐temperature‐sensor‐and‐
arduino‐9cc806 (accessed May 2020).
248 10  Detailed Product Design and Development: From Idea to Finished Product

5 RocketScream (2018). Rocketscream blog. http://www.rocketscream.com/blog/


(accessed May 2020).
6 RocketScream (2018). Low power lab. https://github.com/LowPowerLab/
LowPower (accessed May 2020).
7 Home Automation Community (2020). Atmega328p low power guide. http://
www.home‐automation‐community.com/arduino‐low‐power‐how‐to‐run‐
atmega328p‐for‐a‐year‐on‐coin‐cell‐battery/ (accessed May 2020).
8 Rohner, A. (2015). How to modify Arduino Pro Mino for low power. https://
andreasrohner.at/posts/Electronics/How‐to‐modify‐an‐Arduino‐Pro‐Mini‐clone‐
for‐low‐power‐consumption/ (accessed May 2020).
9 Codeplea (2009). Optimal bit packing. https://codeplea.com/optimal‐bit‐packing
(accessed January 2020).
10 Coranac (2008). Working with bits and bitfields. http://www.coranac.com/
documents/working‐with‐bits‐and‐bitfields/ (accessed May 2020).
11 IFTTT IFTTT documentation. https://platform.ifttt.com/docs (accessed
May 2020).
12 Autodesk Autodesk Eagle overview. https://www.autodesk.com/products/eagle/
overview (accessed May 2020).
13 SparkFun (2009). Eagle installation guide. https://learn.sparkfun.com/tutorials/
how‐to‐install‐and‐setup‐eagle (accessed May 2020).
14 SparkFun (2009). Using Eagle schematics. https://learn.sparkfun.com/tutorials/
using‐eagle‐schematic (accessed May 2020).
15 Sprakfun (2009). Using Eagle board layout. https://learn.sparkfun.com/tutorials/
using‐eagle‐board‐layout (accessed May 2020).
16 EEVBlog (2011). SMC soldering. https://www.youtube.com/
watch?v=b9FC9fAlfQE (accessed March 2020).
17 Adafruit (2017). Adafruit BME280 library. https://github.com/adafruit/Adafruit_
BME280_Library (accessed March 2020).
18 Sparkfun (2014). Soil moisture sensor hookup guide. https://learn.sparkfun.com/
tutorials/soil‐moisture‐sensor‐hookup‐guide (accessed March 2020).
19 Sparkfun (2009). Generating gerber files. https://learn.sparkfun.com/tutorials/
using‐eagle‐board‐layout#generating‐gerbers (accessed May 2020).
20 Hexiwear (2016). Hexiwear user manual. https://www.mikroe.com/blog/
hexiwear‐user‐manual (accessed June 2020).
21 MikroElektronika/HEXIWEAR (2017). Hexiwear stock firmware source code.
https://github.com/MikroElektronika/HEXIWEAR/tree/master/SW/MK64%20
KDS (accessed June 2020).
22 Rakhman, A.Z., Nugroho, L.E., Widyawan, W., and Kurnianingsih, K. (2014). Fall
detection system using accelerometer and gyroscope based on smartphone. 2014
The 1st International Conference on Information Technology, Computer, and
Electrical Engineering, Semarang, pp. 99–104.
Further Reading 249

3 GitHib (2020). GitHib link. https://github.com/mkamoona/FundametnalsOfIoT


2
(accessed May 2020).
24 Github (2020). All source code and Eagle schematics for this chapter are available
here. https://github.com/statts/siguino (accessed March 2020).

Further Reading

Valvano, JW (2014) Embedded Systems: Introduction to ARM®CORTEX‐M


Microcontroller, 5e, vol 1 Texas, US: Valvano.
Freescale Semiconductor (2015a) FXOS8700CQ 6‐axis combo accelerometer and
magnetometer datasheet https://osmbedcom/media/uploads/GregC/fxos8700cq_
ds_rev6pdf (accessed March 2020)
Freescale Semiconductor (2015b) FXAS21002CQ 3‐axis gyroscope datasheet https://
osmbedcom/media/uploads/GregC/nxp_fxas21002cq_datasheetpdf (accessed
March 2020)
Freescale Semiconductor, Inc (2015) Kinetis K64F MCU data sheet https://
osmbedcom/media/uploads/GregC/k64f_ds_rev6pdf (accessed March 2020)
MikroElektronika Li‐Pol battery datasheet https://downloadmikroecom/documents/
datasheets/HPL402323‐2Cpdf (accessed May 2020)
MikroElektronika/HEXIWEAR (2017) Hexiwear stock firmware binary https://
githubcom/MikroElektronika/HEXIWEAR/tree/master/SW/MK64%20KDS/
HEXIWEAR_MK64/binary (accessed May 2020)
Multi‐cb Multi‐CB index https://wwwmulti‐circuit‐boardseu/en/indexhtml (accessed
May 2020)
NXP Semiconductors (2016) MKW40Z power consumption analysis https://
wwwnxpcom/docs/en/application‐note/AN5272pdf (accessed March 2020)
Thingspeak (2014a) Walkthrough to get started with Thingspeak https://
wwwcodeprojectcom/Articles/845538/An‐Introduction‐to‐
ThingSpeak?fbclid=IwAR1l6_as4F4g1FxtxfHRhZ‐yhrELW73Ul8ieiz0jLDnHiU35e
4B0EQzqT‐o (accessed May 2020)
Thingspeak (2014b) Getting started with Thingspeak (cloud solution) https://
wwwcodeprojectcom/Articles/845538/An‐Introduction‐to‐
ThingSpeak?fbclid=IwAR1l6_as4F4g1FxtxfHRhZ‐yhrELW73Ul8ieiz0jLDnHiU35e
4B0EQzqT‐o (accessed May 2020)
251

Index

a binary phase‐shift keying


Advanced Research Projects Agency (BPSK)  110
Network (ARPANET)  10, 11 Bluetooth Low Energy (BLE)  69, 84,
Advanced RISC Machines (ARM)  87, 90, 109, 127, 133, 144, 177, 179, 220,
146, 185 224, 229, 232–234, 245
Advanced Message Queuing Protocol body area network (BAN)  102
(AMQP)  107, 143 body mass index (BMI)  29
Amazon Web Services (AWS)  142, 149, body sensor network (BSN)  102
150, 243
American Society of Clinical Oncology c
(ASCO)  27 Campus/Corporate Area Network
analog front‐end (AFE)  78 (CAN)  102
analog‐to‐digital conversion (ADC)  78 Centers for Disease Control and
application program interface (API)  64, Prevention (CDC)  181
143, 144, 199, 239, 243–245 central processing unit (CPU) 
Army Research Laboratory (ARL)  33 55, 86
artificial intelligence (AI)  4, 146, 151 chronic obstructive pulmonary disease
artificial magnetic conductor (AMC)  179 (COPD)  28, 29
Attention Deficit/Hyperactivity Disorder cloud computing  57
(ADHD)  174, 183 Computer Aided Design (CAD)  121
augmented reality (AR)  31 computer‐aided manufacturing
automated teller machine (ATM)  3 (CAM)  216
Confidentiality, Integrity, and
b Availability (CIA)  158
big data  2, 4, 21 Constrained Application Protocol
Bill of Materials (BOM)  121, 135, 217 (CoAP)  106

Fundamentals of IoT and Wearable Technology Design, First Edition. Haider Raad.


© 2021 by The Institute of Electrical and Electronics Engineers, Inc.
Published 2021 by John Wiley & Sons, Inc.
252 Index

d Extended Coverage GSM IoT


Data Distribution Service (DDS)  106 (EC‐GSM‐IoT)  111
Defense Advanced Research Projects Extensible Markup Language
Agency (DARPA)  10, 14 (XML)  106
Department of Defense (DoD)  184 Extensible Messaging and Presence
Department of Energy (DoE)  39 Protocol (XMPP)  106
Design for manufacture (DFM)  120
Design Rule Check (DRC)  208 f
development kit (DevKit)  191 Federal Communications Commission
digital ambient light sensing (FCC)  124, 178, 179, 181, 216
(DALS)  82 Federal Trade Commission (FTC) 
digital light processing (DLP)  95 171, 185
digital signal processing (DSP)  90 field‐programmable gate arrays (FPGA) 
Direct‐Sequence Spread Spectrum 88, 89, 147, 208
(DSSS)  112 Food and Drug Association (FDA)  28,
Distributed Denial‐of‐Service (DDoS)  161 181, 185
Domain Name Services (DNS)  144 fog computing  56, 57, 71
Dynamic Host Configuration Protocol Functions as a Service (FaaS)  142
(DHCP)  144
g
e Galvanic skin response (GSR)  41, 82
edge computing  56 General Data Protection Regulation
e‐General Packet Radio Services (GDPR)  185
(eGPRS)  111 General Electric (GE)  28, 38
electrocardiography (ECG)  42 general‐purpose graphics processing unit
electroencephalography (EEG)  (GPGPU)  147
42, 78, 82 general purpose input/output (GPIO) 
electromagnetic compatibility (EMC)  88, 233
91, 123, 124 gigabits per second (Gbps)  55
electromagnetic interference (EMI)  Global Positioning System (GPS)  11, 70
91, 132 Global System for Mobile (GSM)  15,
electromyography (EMG)  42 111, 129
Electronic Product Code (EPC)  11 graphical user interface (GUI) 
electrooculography (EOG)  42 121, 144
enhanced Mobile Broadband Gross Domestic Product (GDP)  42
(eMBB)  112
European Telecommunications h
Standards Institute (ETSI)  63 Health Insurance Portability and
European Union (EU)  185 Accountability Act (HIPAA)  173
European Union Agency for high‐level operating system
Cybersecurity (ENISA)  162 (HLOS)  122
Index 253

highly accelerated life testing Lightweight Directory Access Protocol


(HALT)  123 (LDAP)  144
highly accelerated stress screening Liquid crystal display (LCD)  78, 87, 95
(HASS)  123 Local Area Network (LAN)  102
Human–Machine Interface (HMI)  38 long‐range wide area network
Hypertext Transfer Protocol (LoRaWAN)  3, 108
(HTTP)  61, 105, 106, 199, 239, 245 Long Term Evolution (LTE)  111
Low‐power wide‐area network
i (LPWAN)  110
If This Then That (IFTTT)  207 Low Rate Wireless Personal Area
In‐Band (IB)  146 Network (LR‐WPAN)  90
Industrial Internet of Things (IIoT) 
37, 54 m
Industrial Internet Reference machine learning  4, 7–9, 12
Architecture (IIRA)  66 machine to machine (M2M)  3, 63, 64
Inertial measurement units (IMU)  80 Massachusetts Institute of Technology
Information Technology (IT)  54, 55 (MIT)  10, 12
Infrared (IR)  83 massive Machine‐Type Communications
Infrastructure as a Service (IaaS)  (mMTC)  112
141, 142 medical body area network
integrated circuit (IC)  86, 197 (MBAN)  102
interintegrated circuit (I2C)  229 medium access control (MAC) 
International Agency for Research on 108, 161
Cancer (IARC)  181 Message Queue Telemetry Transport
International Telecommunication Union (MQTT)  68, 106
(ITU)  112 Metropolitan Area Network (MAN)  102
Internet of Battlefield Things (IoBT)  33 microelectromechanical sensors
Internet of Military Things (IoMT)  33 (MEMS)  65, 80, 81
Internet of Vehicles (IoV)  44, 54 mist computing  56–59, 71
Internet Protocol (IP)  3, 8, 10, 68, 107 mobile device management
Internet Protocol version 6 (IPv6)  3, (MDM)  173
10, 55, 107 multiple input multiple output
In‐Vehicle Infotainment (IVI)  44 (MIMO)  128
IoT World Forum (IoTWF)  64, 65 Multiprotocol Label Switching
IPV6 over low‐power wireless personal (MPLS)  64
area networks (6LoWPAN)  84, 107
n
l National Institute of Environmental
light detection and ranging (LiDAR)  83 Health Sciences (NIEHS)  181
Light Emitting Diode (LED)  30, 41, 78, National Institute of Standards and
82, 84, 233 Technology (NIST)  185
254 Index

National Telecommunications and q


Information Administration (NTIA)  Quality of Service (QoS)  66, 106
171, 172, 185
Near Field Communication (NFC)  r
37, 109, 133 radio‐frequency identification (RFID) 
network interface cards (NICs)  62 10, 11, 14, 36, 92, 109, 186
Random Access Memory (RAM) 
o 16, 147
Object Management Group (OMG)  106 rapid eye movement (REM)  42
Obsessive–Compulsive Disorder reactive oxygen species (ROS)  182
(OCD)  174 real‐time operating system (RTOS)  87,
oneM2M Architecture  63, 64 122, 233
Open Authorization (OAuth)  144 red, green, blue and clear (RGBC)  82
OpenID Connect  144 reduced instruction set computer
Open Systems Interconnection (OSI)  (RISC)  87
60, 62 reliability–availability–serviceability
Organic light‐emitting diode (OLED)  (RAS)  146
95, 225, 232, 233 routing protocol for low‐power and lossy
original equipment manufacturer networks (RPL)  108
(OEM)  127
s
p Serial Advanced Technology Attachment
Passive Infrared (PIR)  83 (SATA)  123
Personal Area Network (PAN)  102, Simple Mail Transfer Protocol
144, 229 (SMTP)  61, 62
Personally Identifiable Information single board computer (SBC)  88
(PII)  159 smart city  42
plated‐through‐hole (PTH)  191, 209 Social IoT (S‐IoT)  66
Platform as a Service (PaaS)  142 Software as a Service (SaaS)  142
Platform Security Architecture Software Defined Networking
(PSA)  185 (SDN)  66
product lifecycle management Software Development Life Cycle
(PLM)  122 (SDLC)  163, 164
Programmable System on Chip Specific Absorption Rate (SAR)  127,
(PSoC)  87 178, 179
power management integrated circuit static RAM (SRAM)  84
(PMIC)  94 Structured Query Language (SQL) 
Power Profiler Kit (PPK)  198 144, 161
printed circuit board (PCB)  7, 91, 121, Subscriber identification
122, 128, 189, 191, 196, 207, 209, 212, modules (SIM)  8
216, 217, 247 Surface Mount Component (SMC)  209
Index 255

system‐in‐package (SiP)  91 virtual private networks (VPN)  64


System on Chip (SoC)  87, 88 virtual reality (VR)  31
Voice over IO (VoIP)  106
t
Test Readiness Review (TRR)  123 w
Transmission Control Protocol wide area network (WAN)  54,
(TCP)  107 102, 144
Trusted Platform Module (TPM)  162 wireless body area network
(WBAN)  102
u Wireless Fidelity (Wi‐Fi)  54, 78, 90,
Ultranarrowband (UNB)  110 127, 177, 179, 182
Ultra‐Reliable and Low‐Latency Wireless Local Area Network
Communications (URLLC)  112 (WLAN)  90
unified modeling language (UML)  222 wireless PAN (WPAN)  102, 107,
Universal Asynchronous Receiver 109, 148
Transmitter (UART)  229, 245 wireless sensor networks (WSNs) 
User Datagram Protocol (UDP)  3, 83, 110
106, 107
U.S. National Aeronautics and Space x
Administration  34 XMPP (Extensible Messaging and
Presence Protocol)  106
v XML (Extensible Markup
vehicle‐to‐human (V2H)  44 Language)  106
vehicle‐to‐road (V2R)  44
vehicle‐to‐sensor (V2S)  44 z
vehicle‐to‐vehicle (V2V)  44 ZigBee  3, 84, 102, 104, 110, 144
257

Solution Manual

­Chapter 1 Homework Problems:

1 What are the main differences between IoT and Wearable Technology?
A Communication is IP based in IoT, while it’s not necessary in wearables.
B Most wearables rely on a gateway device, such as a smartphone, for con-
figuration and connectivity, and in most cases to enable features and pro-
cess data. This is not always true in IoT devices.
C IoT devices are mainly stationary, wearables on the other hand are mobile
since they are worn/ integrated within the user’s body or clothing.

2 What is it meant by “things” in Internet of Things?


The core functionality of IoT and wearable devices starts with data acquired
or an action performed by a device. These devices are called endpoints, and
they are the “Things” in Internet of Things. The value of IoT and wearable
devices is in the data collected by these endpoints, so it is important to under-
stand how they acquire, process, transmit, and receive data.

3 What are the main differences between IoT and M2M?


A Communication is IP based in IoT, while it’s usually not in M2M.
B M2M is mainly point to point while this is not true when it comes IoT.
C M2M devices are stationary, IoT could be stationary, or portable/mobile.

4 Can you think of other potential challenges found in IoT and wearable tech-
nology other than the ones mentioned in this chapter?
A There are several other challenges besides the ones mentioned in the
chapter which include: Design based challenges, safety, longevity, compat-
ibility, etc.

Fundamentals of IoT and Wearable Technology Design, First Edition. Haider Raad.


© 2021 by The Institute of Electrical and Electronics Engineers, Inc.
Published 2021 by John Wiley & Sons, Inc.
258 Solution Manual

5 Give examples of wearable devices/applications that do not require internet


connectivity.
Ultraviolet exposure wearable device, a simple pedometer, smart socks, GPS
enabled hiking helmets, etc.

6 List five real world examples of smart clothing.


A Smart fashion applications (e.g.: Tommy Jeans Xplore) which utilizes an
integrated chip that can track how often the product is used and also where
it was worn.
B Smart yoga pants (e.g.: Nadi X) which can sense when yoga poses need
adjustment by using haptic feedback to create small vibrations on the
body part.
C Athlete recovery applications (e.g.: Under Armour’s apparel) that absorb
heat from the user’s body and reflects it back in the form of far infrared
light, which is supposed to promote muscle recovery.
D Smart Fitness Socks (e.g.: Sensoria) which use advanced textile sensors to
provide precise data on how your foot lands while walking or running.
E A swimming suit equipped with a UV sensor (e.g.: Neviano’s swimsuits).
The sensor is waterproof and connects to the wearer’s phone to send alerts
when UV levels are high and more sunscreen should be applied.

7 List five real world examples of the headwear form in wearable technology.
Virtual reality headsets (e.g.: Oculus), Smart motorcycle helmets (e.g.: Sena),
Smart ski goggles (e.g.: RideOn), Smart hats (e.g.: LifeBeam), Smart sleep
headbands (e.g.: Philips).

8 List four components common between IoT and wearable devices (an applica-
tion of your choice).
Microcontroller, sensor, battery/power management system, LCD screen.

9 Are wearable devices a form of M2M? Why?


Typically, wearables are non‐IP based, and this feature is common with
M2M. Although some IoT devices do not directly utilize IP, the data traffic
of the networks involved are typically based on IP.

1 0 If you are asked to add more somewhat essential characteristics to IoT, what
would they be? Why?
Cost effectiveness and energy‐efficiency are two additional characteristics
can be added to the ones listed in the chapter. If these devices did not ­provide
Solution Manual 259

the potential of an immense value at a low cost, there wouldn’t be discussions


about developing solutions based on these technologies in the first place.

Chapter 2 Homework Problems:

1 Can you think of more applications (other than the ones listed in this chapter)
that could benefit from IoT and wearables?
Restaurants and cooking, weather and natural disasters, waste manage-
ment, etc.

2 Create a novel scenario where drivers and/or pedestrians could benefit


from IoV.
One possible scenario is tailgating detection which can be determined from
proximity sensors, street speed limit, and cars velocity.

3 Create a novel scenario where governments could benefit from IoV.


One possible scenario is to tracking and locating criminals. Further, accord-
ing to one study, it was estimated that deploying IoV can result in $178.8
billion in societal benefits annually in the US.

4 Create a scenario where home automation is utilized in the field of safety.


One possible application is smart fire and smoke detector (IoT based) which
allow remote monitoring and improved alerting system.

5 Could you think of more potential applications of IIoT?


Self‐driving tractors, smart mining, connected manufacturing, oil field
­innovations, etc.

6 List five unusual applications where IoT and wearables are utilized. Keep
efficiency and practicality in mind, and make sure that no products exist that
support such applications (through an internet search).
This is an open‐ended question that requires creative thinking.

7 List ten applications where wearables are used in healthcare.


Personal EKG, Alzheimer, Remote Patient Monitoring, Pregnancy Parameters,
Smart Hearing Aids, Chronic Pain Management, Chest Band (Respiratory and
Heartrate), Arrhythmia Detectors, Posture Correction, Diabetes.

8 Write a one page scenario where at least ten of the applications mentioned in
this chapter are utilized in a typical day.
This is an open‐ended question that requires creative thinking.
260 Solution Manual

Chapter 3 Homework Problems:

1 Why an architecture is needed for connected devices (IoT and


wearables)?
While some similarities between IT and connected devices network
architectures do exist, in most cases, the challenges and requirements of
IoT and wearable systems greatly differ from those of conventional IT
networks.
  IT networks are essentially concerned with the infrastructure that
transports data, regardless of its type. The main goal of IT networks is the
reliable and uninterrupted support of enterprise applications such as
email, websites, and databases. On the other hand, networks of connected
devices are about the data generated by sensors and how it is used. Thus,
the core of such architectures is about how the data is transported, aggre-
gated, processed, and eventually acted upon. Hence, a new architecture
is needed.

2 What is the difference between centralized and de‐centralized networks?


In general, a decentralized network architecture distributes workloads among
several entities, instead of relying on a single entity such as a central server.
This trend is enabled thanks to the rapid improvements in the computational
power of microprocessors which now offer a performance well beyond the
needs of most applications of connected devices.

3 List three published IoT architectures and research three more from the litera-
ture. Compare the six architectures using a table.
This is an open ended question which requires the reader to research the
literature.

4 Give an example of an IoT device and explain its operation using the simpli-
fied IoT architecture reported in this chapter.
This is an open ended question which requires the reader to research the
literature.

5 What is Edge Computing? Give four examples of IoT and wearable devices
and explain their operation within the context of Edge.
Edge Computing describes the work that happens at the edges of the IoT net-
work, where the physical devices connect to the cloud, exploiting mobile
phones, smart devices, and/or network gateways to perform tasks and provide
services on behalf of the cloud. With an emphasis on reducing latency,
Solution Manual 261

improving privacy and security, and minimizing bandwidth costs within data‐
driven IoT applications, edge computing architectures are becoming increas-
ingly common in the realm of IoT and wearable devices.
  The aim of Edge Computing is to bring computing, and data filtering and
storage closer to the devices where it’s being collected, rather than relying on
a central site that can be thousands of miles away. This is done so that data
does not suffer from latency issues that can affect an application’s perfor-
mance. Moreover, enterprises can save money by having the processing per-
formed locally, reducing the amount of data that needs to be processed at
the cloud.
  A self‐driving car generates roughly ten gigabytes of data per mile.
If self‐driving vehicles on autopilot continue growing in number, it
will be impossible to send data to centralized servers for processing
every time a vehicle encounters a stop sign or a pedestrian. A micro-
second of time is of significant importance in such scenarios. Here is
where edge computing comes into play. Other examples include pre-
dictive maintenance, voice home assistants (Alexa, Google, etc.), and
oil and gas industry.

6 What is the difference between Cloud, Fog, and Mist? Explain using two
­practical examples (one IoT device, and one wearable device).
Cloud, Fog and Mist computing are all different because they all compute
and analyze data inputs at different points within the network and, as a
result, all have different latencies and calculating powers. Cloud refers to
a large, centralized data center that can make calculations and store data,
but is a significant distance from the devices. Fog refers to smaller nodes
that are at the edge of the network that can make simpler calculations
without needing to send it into the cloud. Mist refers to applications within
the device itself that is able to make basic, low‐level calculations. For
instance, IoV accident prevention feature, or a smart armband that meas-
ures blood sugar level of a diabetic wearer would likely use either Fog or
Mist computing so it can alert the wearer or another device if an issue is
occurring much sooner. Whereas, a smart home system might be more
suited to have support on a Cloud system for its processing, even with the
slight latency.

7 What are the main differences between IT and IoT networks?


IT networks are essentially concerned with the infrastructure that transports
data, regardless of its type. The main goal of IT networks is the reliable and
uninterrupted support of enterprise applications such as email, websites, and
262 Solution Manual

databases. On the other hand, networks of connected devices are about the
data generated by sensors and how it is used. Thus, the core of such architec-
tures is about how the data is transported, aggregated, processed, and even-
tually acted upon.

8 How is the OSI model related to IoT and wearable technology


architectures?
The OSI model relates to IoT and wearable technology architectures because
these architectures are often similar in structure and functionality to the
OSI model. These models are all layered in structure, with each layer
encompassing various parts of the IoT and wearable technology’s
­functionalities, from the applications and sensors to their connections to
the network.

9 Design a basic wearable fitness tracker using the wearables architecture


described in this chapter.

(Wi-Fi)
Gateway

Cloud computing Smartphone


Wearable device
Has
Cloud Heart rate monitor
BLE
Accelerometer/
Gyroscope
GPS communication
Wears Calculation
User softwares
Fitness tracker
User

1 0 Design a basic IoT garden monitor using the simplified architecture described
in this chapter.
Network/ Conditioning/ Perception/
Application transport Linking actuation

Humidity sensor
Wi-Fi/
Data analytics Microcontroller Moisture sensor
ethernet
Gateways/ Temperature
Cloud server IP routers sensor

Cloud Fog/Edge/Mist
computing computing
Solution Manual 263

1 1 Sketch a smart home system and link each component that you use (software
and hardware) to an architecture of your choice.
Using the basic architecture:
Application -Cloud services -Calculation software

-Application protocols -Security protocols

-Routers -Relays -Ethernet


Network
-Routing/Network protocols

-Edge router -Microcontroller -BLE

Perception -Wi-Fi -Lights -Door locks -Camera


-Thermostat -Refridgerator/freezer -Alarm
-Pet feeder -etc.

Chapter 4 Homework Problems

1 Based on the anatomy of a general connected device depicted in Figure 1,


sketch a similar diagram pertaining a smart watch.

Date I/O Audio I/O


-Data buses U.I. Display -Speaker
-Microphone
-GUI -LED display

Microprocessor

Energy source RF Module


Memory
-Rechargable -Antenna
Sensor/actuator hub
battery
Conditioning circuit

Sensors Actuators
-Heart rate monitor -Vibrator/Buzzer
-Accelerometer
-Touch screen
-Buttons
264 Solution Manual

2 Based on the anatomy of a general connected device depicted in Figure 1,


sketch a similar diagram pertaining a smart camera‐based smart lock and
doorbell system.
Data I/O Audio I/O
-Bluetooth/Wi-Fi U.I. Display -Microphone
-Read sensors
-GUI -Send data to app.
-App. on smart-
phone/laptop

Microprocessor

Energy source Memory RF module

-Battery -Antenna
Sensor/actuator hub

Conditioning circuit

Sensors Actuators
-Camera -Speaker
-Doorbell -Lock

3 Pick a wearable or IoT device of your choice, then list all of the device’s com-
ponents (external and internal).
For a soil moisture sensor, the components would be:
●● Temperature Sensor

●● Moisture Sensor

●● Humidity Sensor

●● Pressure Sensor

●● LED lights

●● Outer casing

●● Microcontroller

●● Power Source/Battery

●● BLE/Wi‐Fi‐Connective Unit

4 What is a MEMS sensor? Research 5 examples from the literature and com-
pare between their mechanisms of operation.
A MEMS sensor is a short term for micro‐electromechanical sensor. One example
is an airbag sensor for a vehicle, which uses an accelerometer to sense when great
deceleration occurs, thus opening the airbags. A second example is a disposable
blood pressure sensor, which uses piezo‐resistive material to convert stress into
Solution Manual 265

electrical signals that reflect the current pressure in the user’s blood. A third
example is an inkjet printer head, which uses resistive material that is given elec-
trical signals to heats up ink to form bubbles to push it out of a nozzle. A fourth
example is an overhead projection display, which uses many small rotatable mir-
rors that reflect light and guide it through a lens to produce sharper images on a
projection screen. One last example is RF MEMS, which uses RF technologies to
obtain and distribute data.

5 What are the different types of accelerometers? How would you characterize
a typical one?
Some different types of accelerometers include compression accelerometers,
which applies a force to a crystal on a mass‐sensing sensor to indicate the amount
and direction of motion; shear accelerometers, which uses analyzes shear stress
on crystals using piezoelectric sensors to determine the motion; and capacitive
accelerometers, which senses the change in capacitance when the capacitor
undergoes acceleration. Typically, an accelerometer is a sensor that is able to
detect changes in orientation and/or acceleration by an external force and pro-
duces electrical signals according to these changes.

6 What are some of the most common types of thermocouples?


Type J Thermocouple: comprises an iron and a copper‐nickel alloy leg and is
considered the most common thermocouple in use in the US. Type K and N
Thermocouples are other types that are known to be accurate and stable at
high temperatures, while Type C is used in extremely hot environments. Type
T Thermocouple is for cold environment applications.

7 Research the most common types of motors used in IoT and wearable
applications.
Different types of motors can be used depending on the application. Servo
motors, stepper motors, DC motors are all used.

8 What would be a good choice of an antenna topology for a fitness tracker? Why?
Chip, PCB, and wire antennas are widely used in wearables due to their small
form factor. Miniaturization techniques (such as folding and winding) are
usually used to save space.

9 What would be a good microprocessor/microcontroller choice for a wearable


device that makes one heart rate reading every 6 hours? Justify your choice.
One of the ultra low power processors such as ARM Cortex based (i.e.
Cortex®‐M0+, M3, M33, and M4) would be sufficient. Eight bit would work
since this application is not data‐heavy.
266 Solution Manual

10 You are tasked to prototype a virtual home assistant (i.e.: similar to Amazon
Echo Dot). Make a list of all the tasks needed to create such a device, along
with a list of all the components needed based on what you have learned in
this chapter.
For the virtual home assistant, the tasks needed are:
●● Determine the specific sensors, actuators, battery and microcontroller to

use for the device


●● Allow it to connect to a cloud server to send and retrieve data

●● Allow secure and safe connections between it and the cloud server

●● Allow it to be able to comprehend and analyze the voice samples given to

it on the device
●● Create and install software to comprehend the voice samples

The components needed are:


●● Microphone

●● Speaker

●● LEDs

●● Buttons

●● Battery/Power Source

●● Microcontroller

●● Wi‐Fi Connective Unit

Chapter 5 Homework Problems

1 You have narrowed down your choice for a network topology to either a full
mesh topology or a star topology. Determine how your final decision will
affect deployment cost and communication speed.
If one was to go with a full mesh topology, then communication speed will be faster
because of the direct connections between each of the nodes on the network,
whereas with a star topology, any data sent between end systems would be sent
through the central node before reaching its destination. However, the cost would
probably be lower for the star topology because there are overall less connections
within the entire network compared to the full mesh.

2 Based on literature research, comment on how IP addresses are arranged


and displayed.
IP addresses are arranged and displayed usually as four decimal numbers sep-
arated by periods. In reality, they are a 32‐bit binary number. The number is
split into four bytes made up of eight bits each and displays the decimal equiv-
alent of the binary number that makes up the byte, to make it easier to read
and comprehend quickly. As a result, each of the four numbers is within the
Solution Manual 267

range of 0 (000000002) to 255 (111111112). A comparison between IPv4 and


IPv6 headers can be found here: https://www.cisco.com/en/US/technologies/
tk648/tk872/technologies_white_paper0900aecd8054d37d.html

3 You are designing a fitness tracker. What would your protocol and topology
choices be?
For a fitness tracker, one would use protocols such as 6LoWPAN‐UDP‐DDS and
a Point to Point topology. The fitness tracker would likely only transmit its data
to one other device, such as a cell phone or laptop, so the Point to Point topology
would be used in conjunction with the DDS while UDP and 6LoWPAN would
provide reliable, low‐power data transfer between the two devices.

4 Sketch a protocol stack for a smart IoT‐based thermostat.


Application DDS
Transport UDP
Network 6LoWPAN
Physical/Link Wi-Fi

5 Sketch a protocol stack for a smartwatch. Compare the flow of data with the
one you sketched in the previous question.

Application MQTT
Transport TCP
Network IPv6
Physical/Link Cellular Technology

Compared to an IoT‐based thermostat, a smartwatch likely has much more fea-


tures including the ability to read and send text messages. Therefore, more wide‐
range and faster data transmission is likely that can connect to multiple devices
what is going to be used as opposed to the thermostat which likely connects to
only one device. It must also have reliable data transmission.
6 Explain why it is better to use 6LoWPAN‐UDP‐CoAP stack in IoT instead of
IPv6‐TCP‐HTTP.
The 6LoWPAN‐UDP‐CoAP stack is better to use because it is more reliable
than the IPv6‐TCP‐HTTP stack. This is because the former uses UDP which,
while slower than TCP, features more reliable and lossless data transfer
between devices. Furthermore, both 6LoWPAN and CoAP are better for
devices that are either restrained by the amount of power they can use of the
amount of resources they have respectively.
268 Solution Manual

7 A network with all the nodes acting as both servers and clients. A PC can
access files located on another PC but also delivers files to other PCs on the
network. Which network architecture is that?
This describes a mesh architecture because each PC has direct connections to
every other PC on the network.

8 Which of the following is NOT an advantage of a star network


topography?
A There is no central point of failure
B Easy to add or remove a node as it has no effect on any other node
C Reasonable security (i.e.: no node can interact with another without pass-
ing through the server first)
D Few data collisions as each node has its own connection to the server
The answer is (a) There is no central point of failure. In a star topography, if
the node that acts as the central hub fails, then its connections to all of the
other nodes in the topography are lost, meaning the entire network fails. The
hub node is the central point of failure.

9 Which layer does the Ethernet and Wi‐Fi protocols belong to?
Ethernet and Wi‐Fi protocols belong to the Physical/Data Link Layer.

1 0 What happens to the packet as it is passed from the application layer to


the transport layer? What about from the transport layer to the net-
work layer?
When a packet is passed from the application layer to the transport layer, it
gets packaged together and the transport layer adds information such as
transport protocol, and information on the packet’s source and destination.
When a packet is passed from the transport layer to the network layer, that
information is packed together and the transport layer adds information
such as the network protocol and how it goes about moving through the
network to reach its destination.

Chapter 6 Homework Problems

1 A smart thermostat system uses a temperature sensor and a microcontroller


with a Bluetooth connectivity. What is the capacity of the battery that you
would choose for the device to last at least 6 years? Assume that the proces-
sor clock frequency is 50 MHz, communication current is 3.5 mA, data logging
Solution Manual 269

current is 25 μA, sleep mode current is 2 μA, and wakeup time is 140 μs.
Communications run for 0.25 s every hour, data logging runs for 20 ms
every second.
3 5 6
I 3.5 10 A Ilog 2.5 10 A I slp 2 10 A
comm
tcomm 0.25 s tlog 72 s tslp 3527.75 s toperating 52560 hr

I comm tcomm Ilogtlog I slptslp 0.0097305 A s 6


I av 2.703 10 A
tcomm tlog tslp 3600 s
Capacity I av toperating 0.14206 Ah

The average current was calculated based on the average per hour.

2 A battery‐operated IoT device must run for 2 years without replacing the bat-
tery, at Irun =25 mA, with 1 ms operation for every 2 seconds and sleep cur-
rent Islp=1 μA. Determine the required battery capacity?

6
I slptslp Iruntrun 10 A 1.999 s 0.025 A 0.001 s
I av
tslp trun 2 s
0.026999 A s 6
1.34995 10 A
2 s

6
Capacity I av toperating 1.34995 10 A 17520 h 0.236511 Ah

3 Pick a wearable device of your choice then list three battery candidates available
commercially for a reasonable operating time. Justify your battery choice
according to the energy budget of the wearable device.
For a wrist‐mounted device that measures heart rate, of the battery
choices listed below, one would go a battery with a capacity in the range of
150-350 mAH due to its reasonable battery capacity in conjunction with its
small physical size, because the device in question is not one that has a lot of
room for large batteries. Below are examples of a few candidates:
CR2025 (capacity: 170 mAH)
CR2032 (capacity: 210 mAH)

4 What is the wavelength at 900 MHz, 2.45 GHz, and 60 GHz? What is the path
loss over 1 meter, 100 meters, and 1 kilometer for these frequencies? Assume
dipole antennas (Gain = 1.7 dB)
270 Solution Manual

900 MHz (Wavelength = 0.33 m), Path loss: 1 m = 28.1 dB, 100 m = 68.1 dB,
1 km = 88.1 dB
2.4 GHz (Wavelength = 0.122 m), Path loss: 1 m = 36.8 dB, 100 m = 76.8 dB,
1 km = 96.8 dB
60 GHz (Wavelength = 0.0049 m), Path loss: 1 m = 64.6 dB, 100 m = 104.6 dB,
1 km = 124.6 dB

5 What is the maximum range of a fitness tracker connected to a smartphone


using BLE. Explain in terms of link budget analysis.
The maximum range of a fitness tracker connected to a smartphone
using BLE is proportional to the power transmitted by the tracker, the
power that is received by the smartphone, the gains of the antennas
used and other propagation losses, as given by the Friis equation. These
values correspond to a certain distance, and the distance which the Friis
equation makes it out of range, thus reaching the range of communica-
tion for the devices.

6 A WiMax base station transmits at power levels of 43 dBm, with an antenna


gain of 14 dBi, and a receiving sensitivity of ‐92 dBm. An IoT irrigation
system is located two miles away with a dipole antenna of 1.76 dBi gain, a
transmitting power of 16 dBm, and a receiving sensitivity of ‐88 dBm. The
cables and connectors have a loss of 3 dB at each end. Is the communication
link feasible?

D 2 mi 3218 m , Pt 43 dBm , Pr 16 dBm , Gt 14 dBi ,


Gr 1.76 dBi L 3 dB

20 log Pr 20logD Pt Gr Gt 2L
4
16 20 log 3218 43 14 1.76 6
16 70.15 43 14 1.76 6 21.39 dB

The connection is feasible.


Solution Manual 271

7 Sketch a flow diagram for the development process of a basic fitness tracker.

Ideation/Research

List requirements
-Innovations
-Expectations
-Funcitonality
-Cost estimation

Engineering analysis

Hardware design Mechanical design Software design


-Component list -Material selection -OS decision(s)
-PCB design -Material analysis -Security verification
-Aesthetic design -Sensor selection -Code/Develop

Prototyping

Functionality Testing and verification Compliance


-Does it work as -Does it comply
intended? to certifications
-Do the sensors/ such as FOC,
materials meet the FDA and CE?
requirements? -Does it meet the
expectations?
-Unit/Integration
-Is is safe/secure?
testing

Production

8 List all the possible design considerations you believe they are appropriate for
a smart T shirt that measures heart rate, breathing rate, and temperature.
The design considerations for this smart t‐shirt include:
●● How quickly and how accurately the shirt measures the desired parameters

●● How well the circuitry of the shirt can handle the range of temperatures,

weather conditions, the wearer’s sweat or other bodily fluid, the constant
motion of the wearer, and other physical conditions it could be exposed to
●● How simple the parameters that are being measured could be accessed or

viewed by the wearer or another observer


●● Whether or not the shirt will connect to an external device to view or

­process data
●● How comfortable the circuitry feels wearing on the shirt and how it

­aesthetically alters the design of the shirt itself


●● Whether the materials used in either the shirt or the circuitry is comfortable

on human skin and easy to move around in


272 Solution Manual

●● Whether the circuitry can be cleaned or washed without much degradation


●● How long the shirt is expected to function without changing out its battery
or power source
●● How much memory or computational power the shirt will have
●● How can external devices can connect to and view the parameters meas-
ured by the shirt

9 Sketch a flow diagram for the development process of an IoT based secu-
rity system.
Ideation/Research

List requirements
-Innovations
-Expectations
-Funcitonality
-Cost estimation

Engineering analysis

Hardware design Mechanical design Software design


-Component list -Material selection -OS decision(s)
-PCB design -Sensor selection -Security verification
-Antenna design (Camera, Lock, etc.) -Authorization
-Aesthetic design -Code/Develop

Prototyping

Functionality Testing and verification Compliance


-Does it work as -Does it comply
intended? to certifications
-Do the sensors/ such as FCC,
materials meet the FDA and CE?
requirements? -Does it meet the
-Unit/Integration expectations?
testing -Is it safe/secure?

Production

1 0 List all the possible design considerations you believe appropriate for an
automatic dog feeder. The device lets you feed your dog remotely, schedule
meals, and control the portion size.
The design considerations for this dog feeder include:
●● How reliable and accurate the data sent to the feeder is

●● Whether the packaging is durable enough to prevent tampering with the

circuitry
Solution Manual 273

●● Whether the data and specifications sent to the feeder are reliable and
accurate
●● How and how easy it is for the user to connect to and use the feeder
●● How the external aesthetics look, its total weight and whether they conceal
both the food and circuitry
●● The connectivity to other compatible devices so that the user can use the
feeder remotely
●● Whether the feeder is safe to be active when the user or their dog is
around, especially around where the user puts the food in and where it
is dispensed.
●● How easy it is to identify potential problems with the feeder, both physically
and with the software used
●● How easy it is to connect and authorize users to the feeder and pre-
vent unauthorized users from making changes to the feeder’s
specifications

Chapter 7 Homework Problems:

1 Research examples of IoT and wearable devices with each example utilizing
one of the cloud types mentioned in this chapter.
An example of a private cloud could be an IoT‐based smart home system
because all of the specific devices and their specific information and parame-
ters could be stored securely with limited access to outside devices. An exam-
ple of a public cloud could be a streaming service that can deliver data or
information that it has stored in the cloud to various devices that are con-
nected to the cloud’s network. An example of a hybrid cloud could be a smart-
watch, where a lot of its applications and data can be sent to external clouds
while the rest of its features are embedded publicly into the device itself. An
example of a community cloud could be a smart city that exchanges and stores
information between the many different devices and servers to fulfill its
features.

2 Research examples of IoT and wearable devices with each example utilizing
one of the cloud service models mentioned in this chapter.
An example of IaaS could be the Google Compute Engine. An example of
SaaS could be GitHub. An example of PaaS could be Heroku. An example of
FaaS could be OpenFaaS. These could be used in conjunction with IoT devices
so that they can establish their structure and usage.
274 Solution Manual

3 You are working on developing a new smart home virtual assistant. Research
five of the IoT platforms mentioned in this chapter, then narrow down your
selection for this project to two candidates. Justify your choices.

IoT Platform Features and Functionalities

AWS Provides on‐demand cloud computing, APIs, storage of


objects, databases, management and developer tools, among
other features
Google Cloud IoT Uses Google’s resources to provide tools that work well with
supply chain management, location intelligence and predictive
maintenance
Azure IoT Suite Provides solutions to presented problems that updates as the
project is customized, allowing for easy prototyping and
sampling
Oracle IoT Provides SaaS applications, end‐to‐end security, broad
support and built‐in AI, among other features
Salesforce IoT Works to monitor and support the devices that a
company provides to customers by sending assistance
remotely

Of these five IoT platforms, for a smart home system, one good choice would be
the AWS IoT platform because it provides support to a broad amount of devices
and protocols, and since a smart home would need to support lights, locks, cam-
eras, and other devices, the broadness and the security it provides would be
useful for a home.

4 List five applications or devices that could benefit from a fog layer. Justify your
answers.
Some applications or devices that could benefit from a fog layer include smart
vehicles, because it would need to make quick decisions on keeping passengers
and those around it safe; medical monitors, because it cannot delay to alert
health care workers or guardians if an issue arises; smart proximity detectors,
such as one at an intersection that could quickly alert pedestrians of any oncom-
ing traffic; and security devices, to send an alert as quickly as possible in the
event of a break‐in.
Solution Manual 275

5 Research five open source API platforms and compare between their
­functionalities, features, and related criteria in a comparison table.

API Platform Features and Functionalities

API Umbrella Rate Limiting, API Keys, Caching, Real‐Time Analysis, Admin
Permission Varying
Gravitee.io Rate Limiting, IP Filtering, Cross‐Origin Resource Sharing,
Developer Portals, good for comprehending data usage
APIman.io Quick Runtimes, Asynchronous Capability, Policy‐based
Governance, Billing and Analytic Options
WSO2 API High Customization, Easy Governing Policies, Better Access
Manager Control, Runs anywhere at anytime
Kong Enterprise Good for management, One‐Click Operations, Software Health
Checks, Availability of Open‐Source Plugins

[Reference] https://appinventiv.com/blog/open‐source‐api‐management‐tools/

6 Comment on the mechanism of a simple REST client example for retrieving


API data from an IoT or wearable device.
REST uses HTTP calls in order to retrieve the data from an API, whether it is
an operation that needs to be run or data regarding other protocols or routines
that the IoT or wearable device would need to operate. This means that REST
clients are connected to the Web in some way if they are using HTTP calls to
access information that is stored in other devices and servers.

7 Pick an IoT or wearable technology application and comment on how involv-


ing a machine learning algorithm will lead to more useful insight.
One IoT device that could benefit greatly from machine learning and AI is that
of smart vehicles. As the technology used for it develops, the AI can teach itself
good driving techniques and form decision‐making operations to make quick
decisions that result in the safest outcome for the passengers of the vehicle as
well as those of other vehicles and nearby pedestrians that it could detect.

8 Compare through a table the differences between the OpenStack and OpenFog
architectures.

OpenStack OpenFog

Cloud Computing Edge/Fog Computing


Stores files on systems such as Swift Stores files on storage devices (i.e. RAM)
Compatible with multiple device types Only compatible with specific hardware
Connected to the Web and other servers Physical routing to fog nodes
Gathers data with Ceilometer Gathers data with physical sensors
276 Solution Manual

Chapter 8 Homework Problems

1 How would cybersecurity affect the development and implementation of the


IoT and wearable technology globally?
Cybersecurity affects development and implementation of IoT and wearable
technology globally by forcing designers to think about how to protect the
devices and implement additional features to maintain a secure and usable
product. This may cause slower production of these devices due to additional
planning and implementation of security features, especially if there are spe-
cific requests for the product such as size, memory and other essential features.

2 Research the commercially available security solutions dedicated for IoT and
wearable technology. Compare between their effectiveness based on the tar-
geted area.
A study on ten different IoT‐based security systems show that all were very
vulnerable. They allowed the use of weak passwords, lacked account lockout
mechanisms and proper account information protection so that brute force
tactics could be used against them. For example, most of those that involved
cameras and motion sensors could give access to the footage to multiple
accounts or devices, allowing for potential hackers to easily see the footage for
themselves. This shows a lack of confidentiality and authentication/authori-
zation on their end which makes them vulnerable IoT systems.

3 You are working on prototyping a smart garden moisture sensor. Assuming


you are still in the early stages of the prototype (i.e. breadboarding), what
would you do to secure (a) the software, and (b) the hardware?
A One could secure the software by implementing password or other authen-
tication systems into the device to ensure that only those working on the
garden are allowed to change the parameters and specifications of
the device.
B One could consider how to add an extra layer of protection from tampering
along with protecting the device itself from external damage from water,
wind, the earth and other physical factors.
Solution Manual 277

4 Create a table that maps the security goals against threats and attacks
­mentioned in the chapter.

Security Goal Threat(s) and Attack(s)

Confidentiality Spoofing, Information Disclosure, SQL Injection Attacks,


Dictionary Attacks
Integrity Tampering, Repudiation, Elevation of Privilege
Availability Spoofing, Tampering, Denial of Service, Elevation of
Privilege, DDoS Attacks, Physical Attacks/Theft
Authentication/ Spoofing, Tampering, Elevation of Privilege, SQL Injection
Authorization Attacks, Back Door Attacks
Auditing Denial of Service, SQL Injection Attacks, Brute Force Attacks,
DDoS Attacks
Non‐Repudiation Tampering, Information Disclosure

5 You are designing a wearable device that controls a pacemaker. What are the
possible threats and attacks? What is your risk assessment strategy?
Some possible threats and attacks include that a hacker could hack into the
pacemaker’s software and remotely control or tamper with the device to alter
the wearer’s heart rate to cause harm to the wearer’s body. Furthermore,
information specific to the wearer could be stored on the pacemaker that
could potentially be extracted from the device or modified. The wireless sys-
tem of the device must be ultimately secured.

6 You are working on a project that involves designing a smart door lock that can
be controlled remotely. What are the most important security considerations?
The most important security considerations for a smart door lock include pre-
venting the ability for hackers to either tamper with and unlock the door
themselves or to pretend to be the owner of the place where the door is and
unlock the door themselves and later hiding the fact that it was unlocked
without the owner’s knowledge.

7 How would you prevent brute force attacks when planning your IoT projects?
If a password system is used for a device, one could set a limited number of
attempts to input a correct password. If the number of attempts exceeds that
number, the device either locks itself for a certain period of time and/or lets
another device, which would likely be in the possession of some sort of
administrator, know of the repeated guessing of passwords, which could then
unlock it manually.
278 Solution Manual

8 Research how Mirai and Satori attacks are related. What can you do to
­prevent such attacks in the future?
Both Mirai and Satori attacks are related by being botnet‐based cyberattacks
that can attack IoT devices through distributed denial‐of‐service attacks.
Attacks can be prevented by preventing DDoS attacks through re‐routing the
malicious and spam data and filtering it out before reaching the sites to pre-
vent any major harm from spreading as far as the Mirai and Satori attacks did.

9 Research the different deployment models a DDoS mitigation provider may


offer. What would you choose for an IoT‐based smart home project?
For an IoT‐based smart home project, one would use a cloud‐based scrubbing
system and a DDoS‐aware firewall for DDoS mitigation. Here, the individual
devices that make up the smart home could function as they could normally
while an outer device in the cloud and the firewall work on filtering out the
harmful data from DDoS attacks from reaching any of the devices.
Other potential services could be found at this site:
https://www.f5.com/services/resources/white‐papers/the‐f5‐ddos‐protection‐
reference‐architecture

1 0 Would your soil moisture monitor project benefit from blockchain technol-
ogy? Why or why not?
While IoT could greatly benefit from the security blockchain could offer, the
soil moisture data is not sensitive enough to be worthy of implementing such
computationally heavy algorithms.

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