CM Change Workshop

1
Welcome
Taxonomy IIIWorkshop Employee Central.
2
Project Sequence Training, Workshops, Hands-on
Sessions
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
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.

• Customize

Required Fields
5
Required Taxonomy Facets (customize this for the
particular group)
Taxonomy Facets Taxonomy Facets Taxonomy Facets Taxonomy Facets Taxonomy Facets Taxonomy Facets Taxonomy Facets Taxonomy Facets Taxonomy Facets Taxonomy Facets Taxonomy Facets
Group Content Type Location Organi-zation EP 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 ? ? ? ? ? ? ? ? ? ? ?
LP ? ? ? ? ? ? ? ? ? ? ?
SS ? ? ? ? ? ? ? ? ? ? ?
BAR ? ? ? ? ? ? ? ? ? ? ?
CEM ? ? ? ? ? ? ? ? ? ? ?
SDBS ? ? ? ? ? ? ? ? ? ? ?
P/E ? ? ? ? ? ? ? ? ? ? ?
IS/IT ? ? ? ? ? ? ? ? ? ? ?

• Customize

Required
Always ? Sometimes ? Never N/A
6
Review Taxonomy Guide (customized)

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

• Customize

7
Each Taxonomy Category contains several terms to
select snapshots below show terms under select
categories (customize in Guide)

• Business Process

Locations

• Customize

Tools Components
Exploration and Production
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)

CM Lifecycle
Metadata Categories

• Administrative Data
• Launch Date
• Review Date
• Expiration Date
• New Technology Commercialization Start Date
• Allow this file to be indexed for search?

• General
• Title
• Description
• Content Type
• Access Control (Security)
• Content Administrator
• Content Author
• Content Owner
• Site Administrator
• Legal Approver

9
Review Metatagger Interface (requiredfields,
tabs, etc.)

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

10
Email Notification
As a content owner, you will begin working with
the CMS (Interwoven) through email notifications
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
12
Review is the First Step
Review
13
Smart Context Editor -- SCE
Review
Note The SCE should only be used to Tag
please do not use the other features
14
You Tag within Four Tabs
Tag

• 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

• General
• Title
• Description
• Content Type
• Access Control (Public or Internal Only)
• Content Administrator
• Content Author
• Content Owner
• Site Administrator
• Legal Approver
• Subjects
• Location
• Organization
• EP Lifecycle
• Business Process
• HSE

Taxonomy
Taxonomy
Taxonomy

• KEY
• Required Fields
• Prime Focus

15
General Tab (taxonomy)
Tag

• 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

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Subjects Tab (taxonomy)
Tag
17
Subjects Tab (taxonomy)
Tag
18
Equipment Materials Tab (taxonomy)
Tag
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Equipment Materials Tab (taxonomy)
Tag
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Administrative Data Tab
Tag
21
Approving (and Rejecting)
Approve
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)
22
Thank You
Taxonomy III Employee Central.
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