ARTS Location Charter - National Retail Federation assets/LCWD ARTS...Visual Merchandising ... ARTS Location V2.0.0 Charter Revision Date: ... To provide a planogram of the store’s

Copyright 2016 NRF. All rights reserved.

ARTS Location Charter Version 2.0.0

2nd February 2016

Status of this Document This document is an ARTS “Last Call Working DRAFT Charter.”

ARTS Location V2.0.0 Charter Revision Date: 2016-02-02

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Copyright 2016 NRF. All rights reserved. Page 2

Table of Contents

1. INTRODUCTION ........................................................................................... 4

2. VERSION CHANGE DOCUMENTATION ..................................................... 4

3. TEAM NAME ................................................................................................ 4

4. TEAM MISSION ............................................................................................ 4

5. BUSINESS JUSTIFICATION ........................................................................ 7

6. RETAIL MODEL INTERFACES/ARCHITECTURAL MODEL ...................... 8

7. REQUIREMENTS SCOPE FOR VERSION 1.0.0 ......................................... 9

In Scope for Version 1.0 ............................................................................................................... 9

Out of Scope for Version 1.0 ........................................................................................................ 9

8. REQUIREMENTS SCOPE FOR VERSION 2.0.0 ....................................... 10

In Scope for Version 2.0.0 .......................................................................................................... 10

Out of Scope for Version 2.0.0 ................................................................................................... 12

9. PCI AND SECURITY IMPLICATIONS ........................................................ 12

10. PRIVACY IMPLICATIONS ......................................................................... 12

11. INDUSTRY STANDARDS IMPLICATIONS ................................................ 12

12. BUSINESS VALUE PROPOSITION ........................................................... 13

13. USE CASE SURVEY .................................................................................. 15

14. REFERENCES............................................................................................ 16

15. OUTSTANDING ISSUES ............................................................................ 16

16. PLANNED DELIVERABLES ...................................................................... 16


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17. GLOSSARY ................................................................................................ 16


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1. Introduction This document serves as the ARTS Location Work Team Charter and executive overview

document. It has been developed following the, ARTS Development Process.

2. Version Change Documentation Event Changes Date

Initial Draft

2nd Draft

3rd Draft

Last Call Working Draft (LCWD)

LCWD submitted to TC for approval

LCWD TC approval with modifications

Version 2 3 Nov 2015

Submitted for Review 22 Dec 2015

Submitted for Approval 14 January 2016

Final Review 27 January 2016

Circulated to the team for Approval 2 February 2016

Please see the ARTS Technical Report: Best Practices -- Schema Extensibility available at

https://nrf.com/resources/retail-library/arts-white-papers for the approved method to extend this

and all ARTS schemas.

3. Team Name The proposed name for this ARTS Work Team is the Location Work Team.

4. Team Mission Increasing widespread use of mobile devices by both employees and consumers makes location

information extremely important to retailers. The Location Work Team intent is to provide a

common interface to access location information that can be used by higher-level applications such

as Store Locator, Product Locator, Shelf Restocking, Geo-Fenced Marketing, etc.

Standardized common interfaces to access information between retail mobile applications and

systems reduce TCO of innovative solutions and permit vendors and retailers to concentrate on

differentiating themselves on service rather than integrations..

The Location Work Team mission is to define schemas for standardization of the exchange of

location information with mobile devices used by retail customers and employees. Categories of

business applications include:

Marketing

Visual Merchandising (primary user)

Inventory Management

https://nrf.com/resources/retail-library/arts-white-papers


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Customer Service

Operations

Analytics


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Membership Roster

Board Sponsor:

Bart McGlothin Cisco

Chair Persons: Graeme Shaw Oracle

Charter Authors: Graeme Shaw Oracle

Richard Halter Global Technology Advisors/ARTS

Contributors:

Kent Ruesink JDA

Andy Mattice Lexmark

Matthew Kulig Aisle411

Dennis Blankenship Verizon

Karen Shunk NRF-ARTS

Shannon Byers Nielsen

John Glaubitz Vertex Inc

Michele Kosow Sophelle

Tai NGama FGL Sports


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5. Business Justification What would be the benefits

of an ARTS XML

Location/Planogram

standard?

Promotions based on consumer’s location within and near

the store to drive traffic and conversion

Improved omni-channel customer shopping experience, for

example: ordering on-line and knowing where to pick it up

in the store

Retailers and their suppliers can readily exchange

planograms and location documents in standard format

regardless of the application that creates or consumes the

documents. (CPGs currently support multiple major

application formats), which benefits the retailer and supplier

by;

o Facilitating improved communication and

collaboration, eg displaying planogram details so

that a store associate can set the planogram

o Reducing errors in the translation of planogram and

location documents

o Providing standard planogram/location error

handling and correction (collaboration)

o Reduced implementation time for new suppliers and

internal applications which utilize planogram and

location documents.

o Reduced integration costs for retailers who

implement planogram/shelf optimization solutions

o Reduced maintenance costs over the planogram

solution lifecycle

o Reduce the number of formats that suppliers need to

provide retailers.

o Freedom to change/adopt components from

technology supplier, so a retailer can switch to using

a different vendor without breaking all integration

points

o Being able to communicate with automated devices,

such as robots or tablets that check for compliance,

or picking

o Support for IoT – smart products, smart fixtures,

smart stores

As with other ARTS XML Standards, these benefits are only achievable when a critical number

of participating solutions are in compliance with the standard. For many retailers, compliance with

ARTS XML Standards may become criteria for selection of a planogram/shelf optimization

solution.


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6. Retail Model Interfaces/Architectural Model

Location

Replenishment

Price Optimization

(Digital)Signage

Fixturing

Product Lifecycle

ManagementAsset Management

Assortment Planning

Video Analytics

FloorplanPlanogram

Store Operations

Data Warehouse

BI

Direct Store Delivery

Loss Prevention

Mobile

In-Store Fulfillment

WEB Orders


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7. Requirements Scope for Version 1.0.0

In Scope for Version 1.0

For Version 1.0, the primary scope was to enable consumers to interact with the retailer’s location

based apps and to influence higher basket, increased sales and consumer retention. That is, to

enable customers to locate items which are displayed, where they are located, and how they are

presented on a shelf.

Identify Store Location, Customer presence near the store or within the store.

Location in terms of store, floor, dept/category, aisle, fixture bay, orientation, shelf, XYZ

floor coordinates which would enable a 2d overview of what the store interior looks like.

Detailed item information (most specifically unit size)

Fixed dimension products only

Unit inventory

Item placement within a set of fixtures

Basically linear display and pegs

Effective date of planogram and store layout changes

Out of Scope for Version 1.0

Turn by turn directions (way finding) from point A to point B

Path of travel from point A to point B

Point in time stationary location of entities – movement (path) of customers, products and

associates

Define a store layout (macro store space) (store video)

o Apparel, random weight products

o Contractual information.

o Detailed shelf construction information

o Requires MFG coupon standards for personalized promotions

Way finding path obstructions


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8. Requirements Scope for Version 2.0.0

In Scope for Version 2.0.0

Feature Description

Planogram

Detail Detailed fixture/shelf/equipment construction and location

Product item details (assortment, with core and optional, add/keep/drop,

brand, dimensions etc)

Product positions

Inventory model & replenishment methods/periods

User defined attributes (for product items, planograms, equipment, product

positions, planogram segment)

Labels/Signage/Promotional

Localization (units, languages, tax codes)

Financial Plan/ Reconciliation (to act as an input target to help the Visual

Merchandiser design the planogram)

Descriptions (source, author etc, version, dates)

Drawing elements (red-lining, notes, text, revision clouds)

Include Fashion and Random weight categories

Technology to support Planograms (such as RFID & smart fixtures)

Way Finding Provide directions for a path between two points, or a number of points if given

a shopping list of items to pick.

The standard wouldn’t define how to calculate the shortest path, but would

define how the path would be described.

Localization of path description (Path description could be floor/aisle/bay, or

turn left at a landmark, i.e. using different terminology based on recipient)

Inclusion of obstructions, elevators, escalators, stairs

Require assistance: Item is on top shelf, too heavy, wheelchair route, aisle

widths

Alternate paths

Sorting method for pick lists, eg heavy/frozen items last

Include outside yards/backroom

Picking for multiple lists (compare with warehouse standard)

Take account of IoT standard, with reference to movable objects, such as:

Person location

Customer

Employee

Fork lift

Shopping Cart

Floor waxer

Portable Equipment, eg product pallets

Both planogram and way finding require some kind of map or floorplan context. The floorplan or

map contextual data consists of:


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A raster image of the store floor plan, as an output

A vector image, comprising of Cartesian coordinate values to define areas and objects,

including building architectural elements, such as elevators, stairs, common areas,

bathrooms, etc, as well as features that identify, name and describe areas of interest to the

business, such as fixturing and equipment.

Planogram and SKU performance data, for analytical purposes.


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Out of Scope for Version 2.0.0

Feature Description

Virtual worlds

Calculate shortest path

Warehouse Inventory Allocation

9. PCI and Security Implications If these capabilities are used with PCI compliant payments additional security features may need

to be implemented.

10. Privacy Implications Customer location inside or outside a store may be an issue even if the customer has opted-in.

These issues may vary by country, state or city.

11. Industry Standards Implications Existing industry standards related to this work will be used as needed. Examples of industry

standards related to location include:

GS1 Global Location Number

GS1 EPC Tag Data Standards

GPS global positioning standard of longitude, latitude and altitude coordinates

ISO 17438 Standardization for Indoor Navigation

National BIM Standard US

http://www.gs1.org/docs/idkeys/GS1_Global_Location_Numbers.pdf

http://www.gs1.org/sites/default/files/docs/epc/TDS_1_8_Standard_20140203.pdf


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12. Business Value Proposition The purpose of location starts by describing the geographic location of the store and what is

available at the store. Then once the customer finds the store, they can be directed to the

dept/category within the store which may include directing the customer to the

aisle/bay/shelf/side of the aisle where the selected item is stored.

To provide a planogram of the store’s layout that can be defined within the context of a container

with fixtures and the layout of those fixtures. Eventually this container can be placed in a particular

location within the store.

Planograms represent the intersection between space utilization and category management, and is

an input to store level inventory replenishment. They provide a consistent set of structures through

which retailers synchronize the display of merchandise, inventory management, customer

convenience and efficient use of in-store space. By mapping merchandise categories (along with

planning and budgeting) to store space, retailers have the information needed to monitor, manage

and improve their gross margin return on inventory and leased or owned space.

Problem: Supplier and retailer systems utilize multiple formats for importing and exporting planogram

documents, mostly based on the application that is utilized.

Solution: ARTS will provide a standard set of formats for exchange of planogram documents and

description of their application based on the business operation context.

Problem:

Retailer wants to engage the supplier more actively in merchandising and product placement.

Solution:

The ARTS Technical Specification will provide a canonical understanding of the data

elements that make up the planogram to reduce the translation barriers for engaging

suppliers.

Problem:

Expense of interfacing to the various replenishment and merchandise planning systems.

Solution:

The standard Planogram reduces the cost of creating and maintaining interfaces.

Problem:

Limited penetration of planogram usage.

Solution:

Having a standard will enable more of the store to be mapped.

Problem:

Consumer knows that a product item is in the men’s department, but don’t know where that is.

Solution:

Having a standard method to describe a path of how to get from their current location to

the desired department.


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13. Use Case Survey Following use cases are examples to help the team identify data objects needed for XML

messaging between business applications.

Planogram Exchange Use Cases

Use Case: Reset/execute a Planogram, including product, equipment and signage

Use Case: Create bill of materials (any equipment required to support or display the

merchandise)

Use Case: Stocking Merchandise

Scenario: Send alert to associate to replenish shelf stock

Scenario: Restock Returns

Use Case: Signage (eg product information, price, grocery store shelf label, or

promotional signage)

Use Case: Sorting Method for Shipping, to minimize effort for direct stocking to the floor

Scenario: picking sequence (heavy first and frozen items last)

Use Case: Where am I? Price depends upon where an item is consumed

Use Case: Sending store information between systems

Scenario: Send planogram information to 3rd party system

Use Case: Audit the stores for planogram compliance

Scenario: Operations confirms planogram changes, including photo

Use Case: Collaboration

Scenario: store outlines the problem for why a planogram cannot be executed

successfully, eg: column, fire extinguisher, obstruction

Scenario: corporate suggests a solution (using notes, markups or a new

planogram layout)

Way Finding Use Cases

Use Case: Provide directions for how to find a product

Scenario: Help shopper find a product

Scenario: Find all items on a list

Scenario: Fulfill online order

Scenario: Replenishment using fork lift truck or other vehicle

Scenario: Route for disabled

Scenario: Identify multiple locations for product

Use Case: Communication Method (Audible / Visual)

Use Case: Take account of Race track / Traffic Flow

Scenario: Max number of vehicles/people in an area

Use Case: Find Non Retail Items

Scenario: Directions for Emergency Services (Fire / Ambulance / Police)

Scenario: Service Engineers – to help locate the electrical room, elevator,

plantroom

Scenario: Printer has run out of paper – where are the printers located, and what

type are they?


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14. References http://www.gs1.org/sites/default/files/docs/epc/TDS_1_8_Standard_20140203.pdf

https://nrf.com/resources/retail-library/shoporg-think-tank-what-the-internet-of-things-

promises-retailers

https://nrf.com/news/tour-of-the-possible

Other relevant documents are available for download from http://www.nrf-arts.org

15. Outstanding Issues

ARTS XML does not currently support UN/CEFACT’s Core Component Technical

Specification (CCTS), which is being adopted by major industry standards setting

organizations. CCTS provides standard semantics for data exchange and would allow ARTS

to be more compatible with other XML standards.

16. Planned Deliverables Deliverable Estimated Date Actual Date

Announcement

Technical Specification

XML Schema

17. Glossary

Term Definition

Facings The number of product slots on the front of the retail fixture or visible from the

customer viewpoint.

Planograms Planograms are documents within Macro Space Management that hold details

of merchandise to be placed into the fixtures within a store. Planograms

define the type, quantity, and arrangement of the sales goods to be placed on

the fixtures.

Planograms are infinitely flexible and can be configured to hold any

combination of products that are suitable configuration for that specific store

fixture in which the products will be placed.

Fixtures That holds products that are either customer facing or for immediate

replenishment. Examples: bay, gondola, shelf, peg hook, glass case

Lead In The starting point for facings (end of the shelf).

POP Point of Purchase materials. Signage or special fixtures that accompany the

product placement.

Location Location involves the merchandise within the store

Placement Placement involves the placement within the merchandise fixture such as

shelves or pegs in the store

http://www.gs1.org/sites/default/files/docs/epc/TDS_1_8_Standard_20140203.pdf

https://nrf.com/resources/retail-library/shoporg-think-tank-what-the-internet-of-things-promises-retailers

https://nrf.com/resources/retail-library/shoporg-think-tank-what-the-internet-of-things-promises-retailers

https://nrf.com/news/tour-of-the-possible

http://www.nrf-arts.org/

Documents

ARTS Location Charter - National Retail Federation assets/LCWD ARTS...Visual Merchandising ... ARTS Location V2.0.0 Charter Revision Date: ... To provide a planogram of the store’s