1. 1 Welcome Taxonomy III Workshop Employee Central.

2. 2 Project Sequence – Training, Workshops, Hands-on Sessions Overall Governance -- Completed/Ongoing Portal II Communication Planning (CP)Communication Planning (CP) CP Workshop Create CP Strategy CP Action Planning CP Execution Taxon- omy I CMS IPortal I Governance Overview I Training & Workshop Activities Format Set-up Content Migration Pre-Launch Slides Interwise Live Mtg. CBT CBT CBT CMS IV CMS V Taxo III Hands-on Working Sessions Taxo II CMS III CMS II EC Over- view WS WS WS WS WS WS WS Delivery WS Solution Concept Content Inventory Preparation Project Timeline Kickoff Interwise and I-Learn ---------- Slide Decks ---------- ------- Slide Decks -------

3. 3 Agenda – Taxonomy III Review all other Facets (categories) Discuss Matrix Identifying all Applicable Facets Review Customized Taxonomy Guide Review Metadata Review Metatagger Interface (required fields, tabs, etc)

4. 4 Required Facets (categories) and Others Content Type*: These are classifications of information that help filter the type of content. For example, sales and marketing material is typically not to the same technical level as a procedure or policy would be. Security*: Identifying access to content – restricted, confidential, internal use, public access. Location*: These are “places on earth” that are generally well known to everyone. Although we may think of NWA's as a place, they are really just a collection of Locations. Organization*: A collection of people organized in PSL & sub PSL groupings. Our customers do not generally care about our organization. E & P Lifecycle: This is reflective of a normal working timeline since it represents the serial sequence of events in the life of a well. Many documents relate to several of the lifecycle categories. Business Process: This relates the document to the HMS system. Many documents relate to several Business Process categories but the majority of the documents are under categories called “Develop Solutions” and "Execute and maintain Business.” HSE: Categories of Health Safety & Environment. Note that the HSE facet actually contains HSE categories of information. Product Groups: These are high-level Services or high-level (large category) Products that a customer understands. Sub Categories of Product Groups are smaller groupings of services or Products. For example, “Drill Bits” is a product group and “PDC bits” is a subcategory of Drill Bits. Tools & Components: These are the downhole tools that are used to perform services or make up products. Note that a 6" bit is a tool. Oil, Gas, Chemicals & Lubricants: These are the chemicals, additives, etc that make up the chemical services we offer. Challenges: This is the root problem that a customer faces. Anything that is a service in our price book is not challenge. Challenges are generally reservoir- and environment-related. Other Materials & Equipment: These are basic materials like cement & salt; as well as items that are purchased from others like pumps, trucks and cables. Most of the surface equipment falls in this category. * = Required Fields

5. 5 Required Taxonomy Facets (customize this for the particular group) * = Required Taxonomy Facets Group Content Type* Location*Organi- zation* E&P Life- cycle* Busi- ness Process HSEProduct Groups* Tools & Compo- nents Oil, Gas, Chemicals, and Lubri- cants Customer Chal- lenges Other Materials & Equip- ment ??? TBD TTCP ●●●●○○●●○●○ CPS ●●●●○○●●○●○ L&P ●●●●○○●●○●○ SS ●●●●○○●●○●○ BAR ●●●●○○●○●●● CEM ●●●●○○●○●●● SDBS ●●●●○○●●○●○ P/E ●●●●○○●●●●● IS/IT ●●●●○○●○○●○ Always = ● Sometimes = ○ Never = N/A

6. 6 Review Taxonomy Guide (customized) Taxonomy Guide is a WORD document that reviews all the taxonomy details for a particular group.

7. 7 Each Taxonomy Category contains several terms to select –snapshots below show terms under select categories (customize in Guide) Business Process: Tools & Components: Locations: Exploration and Production:

8. 8 Identifying Content Metadata (metadata is data about data) Key aspects to determine metadata: –Months before review –Months before expiring –Content format details –Frequency that content will change –Urgency of changes in content –Reuse implications of content (dynamic vs. static) General Title Description Content Type Access Control (Security) Content Administrator Content Author Content Owner Site Administrator Legal Approver Administrative Data Launch Date Review Date Expiration Date New Technology Commercialization Start Date Allow this file to be indexed for search? Metadata Categories CM Lifecycle

9. 9 Review Metatagger Interface (required fields, tabs, etc.) NOTE: Customize the next 12 slides per the group we are working with

10. 10 Email Notification Review Tag Approve As a content owner, you will begin working with the CMS (Interwoven) through email notifications Review Tag Approve

11. 11 TeamSite User Interface As a content owner, you will log into the new CMS as an “Author” – using your intranet username and password Note: Login screen only comes up when TeamSite is not already open or your cookie is no longer active Review Tag Approve

12. 12 Review is the First Step Note: When you click on this link, you can review the asp file (web content) Note: This is the message while the metatagger comes up Review

13. 13 Smart Context Editor -- SCE Note: The SCE should only be used to Tag – please do not use the other features Review

14. 14 You Tag within Four Tabs General Title* Description* Content Type* Access Control (Public or Internal Only) Content Administrator Content Author Content Owner Site Administrator Legal Approver Subjects Location* Organization E&P Lifecycle Business Process HSE Equipment & Materials Product Groups Tools & Components Oil, Gas, Chemicals and Lubricants Challenges Other Materials & Equipment Administrative Data Launch Date (format: YYYY-mm-dd): Calendar -- Review Date Calendar -- Expiration Date Calendar -- New Technology Commercialization Start Date Allow this file to be indexed for search? Taxonomy Suggestions KEY: Required Fields* Prime Focus KEY: Required Fields* Prime Focus Taxonomy Tag

15. 15 General Tab (taxonomy) General Title* Description* Content Type* Access Control (Public or Internal Only) Content Administrator Content Author Content Owner Site Administrator Legal Approver KEY: Required Fields* CO Prime Focus KEY: Required Fields* CO Prime Focus Note: Content Owners must verify the Description Note: Title automatically generated – and needs validation from CO Tag Note: Content Administrators will fill in Content Type (We will not be selecting Multiple Content Types)

16. 16 Tag Subjects Tab (taxonomy) Subjects Location* Organization* E&P Lifecycle* Business Process HSE Taxonomy Suggestions KEY: Required Fields* CO Prime Focus KEY: Required Fields* CO Prime Focus Note: Key taxonomy facets for Content Owners are: -- Location -- Organization -- E&P Lifecycle (you can select as many of these as you would like) Click this Add/Edit Button (to add taxonomy)

17. 17 Subjects Tab (taxonomy) Subjects Location* Organization* E&P Lifecycle* Business Process HSE Taxonomy Suggestions KEY: Required Fields* CO Prime Focus KEY: Required Fields* CO Prime Focus Note: Short-cut for seeing full taxonomy is to type in the exact facet (hit return or Search Term) and then click on Refine Tag

18. 18 Equipment & Materials Tab (taxonomy) Equipment & Materials Product Groups* Tools & Components Oil, Gas, Chemicals & Lubricants Challenges Other Materials & Equip. KEY: Required Fields* CO Prime Focus KEY: Required Fields* CO Prime Focus Note: Key taxonomy facets for Content Owners are: -- Product Groups -- Challenges (you can select as many of these as you would like) Click Add/Edit Button (to add taxonomy) Tag

19. 19 Equipment & Materials Tab (taxonomy) Equipment & Materials Product Groups* Tools & Components Oil, Gas, Chemicals & Lubricants Challenges Other Materials & Equip. KEY: Required Fields* CO Prime Focus KEY: Required Fields* CO Prime Focus Note: Short-cut for seeing full taxonomy is to type in the exact facet (hit return or Search Term) and then click on Refine Tag

20. 20 Administrative Data Tab Administrative Data Launch Date (format: YYYY-mm-dd): Calendar -- Review Date Calendar -- Expiration Date* Calendar -- New Technology Commercialization Start Date* Allow this file to be indexed for search? KEY: Required Fields* CO Prime Focus KEY: Required Fields* CO Prime Focus Note: Key Dates are: Review Expiration (1 yr. max.) New Technology (never select a date in the FUTURE;<2 = new) Tag

21. 21 Approving (and Rejecting) Note: After Review and Tag Steps, Content Owners must Approve (or reject) content (if rejecting, you will have a comment box to explain reason for rejection) Approve Reject The document needs to have Section 4 updated. Approve

22. 22 Thank You community pages only Taxonomy III Employee Central. More Training: Portal Training and Policies Site