Catalogues & Standards for Knowledge, Information & Data Alan Doniger Chief Technology Officer POSC

Outline There is a requirement for common vocabularies, syntax, and classifications within the E&P industry in support of effective knowledge work. The current POSC E&P Cataloguing Standards –History –Roles –Future Evolution Underlying principles –The K-I-D continuum –Spanning traditional documents and digital data –Context and its capture –Cataloguing as a natural part of our business processes Accessing the Standards from the POSC Web Site

POSC E&P Cataloguing Standards Shell’s request to POSC, Feb –“Promulgate, evolve, and support E&P Cataloguing Standards as global industry standards” ‘Adopted’ by the POSC Data Store Solutions SIG –The highest priority of five published recommendations Developed July – December ’02 Published March ’03 –Ongoing subject for the SIG acting as the (virtual) E&P Cataloguing Standards User Group POSC Member Conference Presentations –Houston and London, April – May ’02 (Shell Expro, Erik van Kuijk) –London and Houston, Oct. – Nov. ’02 –London, May ’03 Shell NAM, Hugo Belder Danish oil company, Christian Hoeier

POSC E&P Cataloguing Standards Workshops/Seminars: –Shell Expro Workshop, Aberdeen, Mar. ’02 (DTI/CDA/POSC) –POSC Workshop, Houston, Sep. ’02 –POSC Workshop, Scavenger, Dec. ’02 –PPDM Taxonomy Seminar, Calgary, Sep. ’03 –PNEC Data Management Conference, Houston, May ’04 –DSS Regional SIG Meetings, Scavenger and Houston, June ‘04 Material submitted to POSC thus far: –Shell Expro, Mar. ’02 –Shell PMI, Business Process Reference Model, Q3 of ‘02 –Flare, Q3-4 of ’02 –Shell NAM, April – Jun. ’03 –Shell Global Taxonomy, anticipated in ‘05

Lord Browne (CEO, BP) has said, "Anyone in the organization who is not directly accountable for making a profit should be involved with creating and distributing knowledge that the company can use to make a profit."

Underlying Principles Treat Knowledge, Information & Data as a continuum Understand and capture Information ( K-I-D ) context Build catalogues that span Information in documents and databases – using standardized classification schemes Manage knowledge capture and classification as natural parts of the business process

Catalogue Portal GISTEXT Reference Data Ref 1Ref 2 Source 1 Source 2 Source n Adapter Catalogue and the DSS SIG Interests Business oriented Requirements and Prioritization Catalogue attributes Attribute vocabularies Views and mappings Functionality and interaction

E&P Catalogue Attributes Project/AFE Control Retention Published Status Security Entitlement Revision Code Review Date Approved By Bibliographic Title Recipient Author Description Source Organisation Published Date Language Content Owner Cross References Unique RefTag/EDCC Relationships Compound Document Collection Coverage Datum Scale Geographical Cords/polygon Cord System System File Size Created By Last ModifiedSystem UID Usage Media Location Logical Format Representation Contextual Info Item Type Producer Business Process Customer DisciplineProducer Discipline Info Item Class Info Type Asset Type Asset UID The contextual attributes - Consistent, intuitive navigation - Cross function/business - Use E&P language

Project/AFE “Control” Retention Published Status Security Entitlement Revision Code Review Date Approved By “Bibliographic ” Title Recipient Author Description Source Organisation Published Date Language Content Owner Cross References Unique RefTag/EDCC “Relationships ” Compound Document Collection “Coverage ” Datum Scale Geographical Cords/polygon Cord System “System ” File Size Created By Last Modified System UID “Usage” Media Location Logical Format Representation “Contextual” Product Type Business Process Customer DisciplineProducer Discipline Product Group KID Type Asset Type Asset UID E&P Catalogue Attributes “Contextual” Product Type Producer Business Process Consumer DisciplineProducer Discipline Information Item Class Information Type Asset Type Asset UID The ‘Information Item Type’ has a unifying role as a Generic Title Info Item Type jump

Contextual Attributes Information Item Type / (Work) Product Type / Standard Title Information Item Class / (Work) Product Class Producer Business Process Information (K-I-D) Type Producer DisciplineConsumer Discipline Asset TypeAsset Identifier Consumer Business Process

Contextual Attributes Information Item Type / (Work) Product Type / Standard Title Information Item Class / (Work) Product Class Producer Business Process Information (K-I-D) Type Producer DisciplineConsumer Discipline Asset TypeAsset Identifier Consumer Business Process An Information Item Type automatically maps to the other contextual Attributes (and more). This can simplifying the CATALOGUING process. e.g. Appraisal Well Proposal Well Rock/Core Data Well Completion Programme Active Well Drilling Process

Contextual Attributes Information Item Type / (Work) Product Type / Standard Title Information Item Class / (Work) Product Class Producer Business Process Information (K-I-D) Type Producer DisciplineConsumer Discipline Asset TypeAsset Identifier Consumer Business Process Examples Standards Raw data/as-built records Lesson Learned Plans, Programmes Proposals, applications Contracts and agreements Operations Report Correspondence Meeting Minutes Audits and Inspections Analysis and Interpretation

Contextual Attributes Information Item Type / (Work) Product Type / Standard Title Information Item Class / (Work) Product Class Producer Business Process Information (K-I-D) Type Producer DisciplineConsumer Discipline Asset TypeAsset Identifier Consumer Business Process Examples Well Drilling Well Data Acquisition Determine Hydrocarbon Structure Seismic Interpretation Evaluate rock/fluid properties Petrochemical Interpretation Calculate hydrocarbons in place

Contextual Attributes Information Item Type / (Work) Product Type / Standard Title Information Item Class / (Work) Product Class Producer Business Process Information (K-I-D) Type Producer DisciplineConsumer Discipline Asset TypeAsset Identifier Consumer Business Process Examples Geology Geophysics Petrophysics Reservoir Engineering Production Technology

Contextual Attributes Information Item Type / (Work) Product Type / Standard Title Information Item Class / (Work) Product Class Producer Business Process Information (K-I-D) Type Producer DisciplineConsumer Discipline Asset TypeAsset Identifier Consumer Business Process Examples Well Basin Field Survey Platform Pipeline Reservoir

Contextual Attributes Information Item Type / (Work) Product Type / Standard Title Information Item Class / (Work) Product Class Producer Business Process Information (K-I-D) Type Producer DisciplineConsumer Discipline Asset TypeAsset Identifier Consumer Business Process Examples Well:Rock/Core Well:Equipment:Tubing Well:Header Well:Synthetics Well:Strat Pick Field:Reserves Survey:Site Survey Pipeline:Ullage

Another thought … If the product plans for successful projects in this area (inter-enterprise information exchange) were to be analyzed, the finding would be that considerable time is spent not so much in defining interfaces but in classifying and providing common terms for the business aspects in that domain. Source: Cutter Consortium

Taxonomy Usage Guidelines Taxonomy Issues Industry Taxonomy Versions Different names for the same items local names languages Aliases Different items regulatory regime differing business processes legacy Company Unique Reference Models

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Summary In ’02, The Shell Expro experience with Cataloguing was presented to industry. POSC agreed to support and evolve supporting attribute and vocabulary definitions. Several workshops were held. In ’03, POSC published the first version of the standards on recommendation of the DSS SIG. Shell (Holland) expanded Expro’s work. Shell has been working on global integration. Efforts to enable and align related E&P specifications and standards (e.g. reference value standards) with the E&P Cataloguing taxonomy standards should go forward.

Summary In ’05, we hope to achieve enhanced E&P Catalogue standards based on input from Shell and others. Broad industry participation is essential! Efforts towards practical solutions can be incremental. Benefits can be realized along the way. Focusing on taxonomies and cataloguing is an essential part of the trend by large oil and service/software companies towards data storage and access federation.

Contact Alan Doniger