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WelcomeWelcome

Taxonomy IIIWorkshop

Employee Central.

Taxonomy IIIWorkshop

Employee Central.

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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

SlidesInterwiseLive

Mtg. CBT CBT CBT

CMS IV CMS V Taxo IIIHands-on Working Sessions

Taxo II CMS IIICMS IIEC Over-view

WS WS WS

WS WS WS WS

Delivery

WS

Solution ConceptContent InventoryPreparationProject Timeline

Kickoff

Interwise and I-Learn ---------- Slide Decks ----------------- Slide Decks -------

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Agenda – Taxonomy IIIAgenda – 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)

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Required Facets (categories) and Others 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

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Required Taxonomy Facets (customize this for the particular group)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

HSE Product Groups*

Tools & Compo-nents

Oil, Gas, Chemicals, and Lubri-cants

CustomerChal-lenges

Other Materials & Equip-ment

??? TBD TBD TBD TBD TBD TBD TBD TBD TBD TBD TBD

TTCP ● ● ● ● ○ ○ ● ● ○ ● ○

CPS ● ● ● ● ○ ○ ● ● ○ ● ○

L&P ● ● ● ● ○ ○ ● ● ○ ● ○

SS ● ● ● ● ○ ○ ● ● ○ ● ○

BAR ● ● ● ● ○ ○ ● ○ ● ● ●

CEM ● ● ● ● ○ ○ ● ○ ● ● ●

SDBS ● ● ● ● ○ ○ ● ● ○ ● ○

P/E ● ● ● ● ○ ○ ● ● ● ● ●

IS/IT ● ● ● ● ○ ○ ● ○ ○ ● ○

Always = ● Sometimes = ○ Never = N/A

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Review Taxonomy Guide (customized)Review Taxonomy Guide (customized)

• Taxonomy Guide is a WORD document that reviews all the taxonomy details for a particular group.

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Each Taxonomy Category contains several terms to select –snapshots below show terms under select categories (customize in Guide)

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:

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Identifying Content Metadata(metadata is data about data)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 CategoriesMetadata Categories

CM LifecycleCM Lifecycle

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Review Metatagger Interface (requiredfields, tabs, etc.)Review Metatagger Interface (requiredfields, tabs, etc.)

• NOTE: Customize the next 12 slides per the group we are working with

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Email NotificationEmail Notification Review

Tag

Approve

As a content owner, you will begin working with the CMS (Interwoven) through email notifications

Review

Tag

Approve

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TeamSite User InterfaceTeamSite 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

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Review is the First StepReview 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

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Smart Context Editor -- SCESmart Context Editor -- SCE

Note: The SCE should only be used to Tag – please do not use the other features

Review

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You Tag within Four TabsYou 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

Tax

on

om

yT

axo

no

my

Tax

on

om

y

Tag

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General Tab (taxonomy)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)

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Tag

Subjects Tab (taxonomy)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)

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Subjects Tab (taxonomy)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

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Equipment & Materials Tab (taxonomy)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

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Equipment & Materials Tab (taxonomy)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

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Administrative Data Tab 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

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Approving (and Rejecting)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

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Thank YouThank You

community pages only

Taxonomy III

Employee Central.

Taxonomy III

Employee Central.

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