about the new energy industry metadata standards

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Everything You Need to Know About the New © Energistics 2010 © Energistics 2010 About the New Energy Industry Metadata Standards Initiative Update ESRI PUG Conference February 23, 2010 1

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Page 1: About the New Energy Industry Metadata Standards

Everything You Need to Know

About the New

© Energistics 2010© Energistics 2010

About the New

Energy Industry Metadata Standards

Initiative Update

ESRI PUG Conference

February 23, 2010

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Page 2: About the New Energy Industry Metadata Standards

Energy Industry Metadata Standards Initiative

• What is it?

• Who is involved? Who can be involved?

• Why is it important?

• How will the standards be developed?

© Energistics 2010

• How will the standards be developed?

• When will version 1.0 of the standards be available

for use?

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Page 3: About the New Energy Industry Metadata Standards

What: The Vision

Realize metadata standards and guidelines which enable

stakeholders in the energy industry (“the community”) to

effectively and efficiently discover, evaluate, and retrieve

information resources.

The standards and guidelines will support both proprietary

data management needs, and exchange of data between and

© Energistics 2010

data management needs, and exchange of data between and

within organizations.

Leverage existing standards to encourage adoption within the

community and integration into the business, and exploit

existing organizational resources needed for governance

and long-term maintenance.

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Page 4: About the New Energy Industry Metadata Standards

What: Scope

User community:� Anyone cataloging, searching, evaluating or accessing information with

value to members of the energy industry:� Energy companies & consortia

� Data & Information providers

� Software vendors

� Government agencies & Academia

Resource types:

© Energistics 2010

Resource types:� Initial focus on structured and unstructured information resources which

have associated spatial coordinates. For example,

� Geospatial data sets & web services

� Mapping, Interpretation & Modeling project data sets

� Geospatial web services

� Long-term vision is to include resources with location specified using place names

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Page 5: About the New Energy Industry Metadata Standards

Who: Initiative Participants

• Energistics – Serves as a custodian,

– Facilitates the development, and

– Encourages and supports adoption

• Asset/Data Mgmt SIG

• Active Participants– Serves as SMEs

– Provides feedback and input to the

development of the specifications

• Interested Parties

© Energistics 2010

• Asset/Data Mgmt SIG – Overall Energistics user

community for data management

– Reviews and endorses

• Metadata Work Group– Produces the specifications, and

– Steers the activities of the

participants

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• Interested Parties– Reviews and plans for

implementation in their

organization

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Page 6: About the New Energy Industry Metadata Standards

Who: Participants

AAPG

Apache

Arizona State Geol. Survey

Boise State Univ.

Carbon Lifecycle Technology

ConocoPhillips

DCP Midstream

Deloitte Services LP

Devon Energy

Maersk Oil1

New Century Software

North West Geomatics

Oracle1

ORNL

P2 Energy Solutions

PEMEX

PennWell

PetroWEB

Dave Danko, ESRI

Lisa Derenthal, Gimmal

Alan Doniger, Energistics1

Robert Graham, BHP Billiton

Scott Hills, Chevron1

Steve Richard, AZ Geol Survey1

Steering Team Active Participants (SMEs)

© Energistics 20106

Devon Energy

ETL Solutions

Exprodat

ExxonMobil 1

First American Spatial Solutions

Flare Solutions

Fugro Robertson

Geoscience Australia

Geosoft

Ies Brazil Consulting & Services

IHS Energy

PetroWEB

Pioneer Natural Resources1

PPDM1

Priemere Consulting Group

SAS Global Oil & Gas

Schlumberger1

Shell1

Univ. of Auckland, NZ

Virginia Dept of MM&E

Wood Mackenzie

1 Current Energistics member; organization Bold italics: Contributing to the current RFC

Page 7: About the New Energy Industry Metadata Standards

Why: The Opportunity

>40% of staff time devoted to finding, retrieving, and

verifying information, and data growing at 60-80%/yr

= Assembling information relevant to a question becoming more

problematic, impacting balance of cost and decision quality

Use cases include:

© Energistics 2010

Use cases include:

– What bathymetric maps1 are available for this area2?

– What geophysical information1 is available about Project X2?

– Is this the latest version2 of this dataset1?

– Does the copyright2 on this image1 allow me to use it?

1 or other information resource

2 or other selection criterion

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Page 8: About the New Energy Industry Metadata Standards

Why: The Big Picture

ExternalMetadata Catalog

Online (Commercial,

Government,

& Academic)

Partner & Subscription

© Energistics 2010

Metadata Catalog

Subscriptiondelivery

Structured resources

Unstructured resources

Application auto-generated

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Page 9: About the New Energy Industry Metadata Standards

How: Build on existing standards

Our approach leverages existing standards -

• ISO 19115 metadata standard for geographic information –internationally accepted

© Energistics 2010

• Existing profiles:

– North American Profile (NAP)-

adapts 19115 to FGDC standard

– European INSPIRE guidelines

– ANZLIC - Australia, New Zealand

• Use same approach to deliver a “Energy Profile” built on these

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Page 10: About the New Energy Industry Metadata Standards

North America Profile (NAP) specifics:

� Promotion of selected optional fields to mandatory

� Extension of code listsAddition of values to existing code lists

How: Example Profile

© Energistics 2010

� Addition of values to existing code lists� Creation of new code lists

� Introduction of a multi-lingual register� Compliant to ISO 19135:2005 on registers� Metadata items & code lists� Register will be accessible on the Web

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Page 11: About the New Energy Industry Metadata Standards

How: Key Metadata Packages

Metadata Entity

Portrayal Catalogue

Constraint Content

Distribution

Citation & Responsible

Party

Metadata Extension

Maintenance

© Energistics 2010

Extension

Reference System

ExtentUnits of Measure

Spatial Representation

Data Quality

Application Schema

Identification

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Page 12: About the New Energy Industry Metadata Standards

How: Deliverables

• Documentation

– Profile Specification (normative document)

– Implementation Guidelines

• References Exemplars

• Exemplars

© Energistics 2010

• Exemplars

– Data (base)

– Associated XML

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Page 13: About the New Energy Industry Metadata Standards

How: Guidelines & Exemplars

• Premise: metadata standards adoption and “usability” will be enhanced by exemplars

• Serves as “test set” to validate spec with real examples

© Energistics 2010

• Encourage organizations to develop an exemplar

– Donate a resource

– Work with us as we develop metadata for the dataset

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Page 14: About the New Energy Industry Metadata Standards

When: Current Status

• Requirements Gathering (Jan 29 – Feb 28)

• Request for Comment (RFC) sent to Active Participants

• Two input methods:

1. Questionnaire seeking input on metadata requirements (requires no familiarity with ISO standard)

2. Detailed spreadsheet input form with ISO attributes and

© Energistics 2010

2. Detailed spreadsheet input form with ISO attributes and obligation levels (requires knowledge of ISO standard)

• Early Development of Profile Specification Deliverables

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Page 15: About the New Energy Industry Metadata Standards

When: Metadata Initiative Timeline

Metadata Profile Development

Status Report @ PUG 2010

SIG Reviews

2009 2010 2011

© Energistics 2010

Status Report @ ESRI UC 2010

Pilot Projects

Stakeholder Reviews

Profile 1.0 Published

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Page 16: About the New Energy Industry Metadata Standards

For more information …

• Go to www.energistics.org

– Asset and Data Management SIG under Communities

• Email: [email protected] or [email protected] or [email protected]

© Energistics 201016

[email protected] or [email protected]

Page 17: About the New Energy Industry Metadata Standards

Appendix

The following slides provide reference information for the metadata specifications:

– Data resources included

– Use case details

© Energistics 201017

Page 18: About the New Energy Industry Metadata Standards

What: Data Included & Priorities

Category Representative Information Resources

Profile ver.* Type Examples

File-based resources

1 GIS & CAD Maps & Layer representation .mxd, .mxt, .lyr, .pdf, .dwg, .dxf, .dgn

1 GIS data (Vector, Raster) ESRI® shapefile, GeoDatabase,.tif, .jpg

1 Mapping application projects Z-MAP Plus™, PetroSys

1 Modeling application projects (Subsurface properties & structure, Simulation) GOCAD®, Intersect™, Petrel™

1 Seismic projects data (2D, 3D/Navigation, Raw, Processed) SeisWorks®, EPOS®, PetroBank

1 Well logs (Raw and Processed) Geolog®, .las

2 Text documents (Publications, Reports, Bid packages) .doc, .pdf, .ppt, .txt

2 Tables spreadsheets, .dbf

2 Web sites .html

© Energistics 2010

Relational database resources

1 GIS data (Vector, Raster, TIN) SDE™, Oracle® Spatial, PostGIS

1 Production data (Historical, Real-time) Energy Components, TOW/cs®

1 Well data (Construction, Survey, Interpretation) OpenWorks®, Finder®, SeaBed, PPDM™

2 Document Management Systems Documentum®, FileNet®, OpenText™, SharePoint®

Web services

1 GIS data OpenGIS® WMS, WFS, WCS

1 Non GIS data WITSML™, PRODML™

2 Geoprocessing

2 Catalog metadata OpenGIS® CSW

Physical resources

1 Field samples & field documentation

1 Printed maps, logs, cross sections

2 Printed text documents

* Profile version: Resource types in-scope for version 1 have associated, explicit geospatial coordinates.

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Page 19: About the New Energy Industry Metadata Standards

Why: Use Cases

3.2.1.1 Discovery A knowledge worker (user) must be able to discover and identify relevant data needed to perform his/her work tasks. Standard metadata associated with the data enables users to locate appropriate, available resources without knowledge of the locations, organization, or naming conventions of the repositories in which the data are stored.

3.2.1.2 Recall of Existing DataA user must be able to confirm that he/she has found all existing data as required in

© Energistics 2010

A user must be able to confirm that he/she has found all existing data as required in several scenarios. This situation arises frequently in the industry, with users new to the organization or in “look-back” scenarios where users are asked to revisit old projects, prospects, or areas given only information such as the area of interest (AOI) or project name.

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Page 20: About the New Energy Industry Metadata Standards

Why: Use Cases (continued)

3.2.1.3 Evaluation of Data / Fit for PurposeIn the energy business, a user must know the relevance or pertinence of the data to be used in processing, modeling and analysis workflows. The knowledge worker needs to determine if the data is “fit for purpose”, by evaluating criteria such as vintage, source, quality, accuracy, lineage, etc.

3.2.1.4 On-going Data UpdatesOften data becomes obsolete because one or more of its ancestors has been updated. In

© Energistics 2010

Often data becomes obsolete because one or more of its ancestors has been updated. In this case, updating the dependent data set requires knowledge of the processing lineage, including the complete hierarchy of relevant ancestors, as well as tools, methods, and parameters used to process the data.

3.2.1.5 Data SharingCommon practices in the energy industry require users to share data externally (e.g., with JV partners) and internally (e.g., with other organizations). A user receiving the data must be able to determine the appropriate use of shared data and ensure that it is used properly and/or combined with other data without introducing errors.

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Page 21: About the New Energy Industry Metadata Standards

Why: Use Cases (continued)

3.2.1.6 Use ConstraintsA knowledge worker needs to know the conditions under which they are permitted to access and use a particular dataset. Commercial or purchased data is often acquired under license with use constraints. Additionally, it now is increasingly common to find use constraints imposed by foreign governments which prohibit export of data produced to support operations within their boundaries.

3.2.1.7 Appropriate Use

© Energistics 2010

A user needs to understand the intended or recommended use for a given dataset. Metadata produced by the publisher is critical to the appropriate use of the content, whether published by a vendor, government agency, joint-venture partner, or internal organization within a company. Examples of this kind of metadata include scale-appropriateness and vintage. Lacking this metadata from the publisher, a user may use the data inappropriately or combine the content with other data in a manner that produces erroneous results.

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Page 22: About the New Energy Industry Metadata Standards

The End

© Energistics 2010© Energistics 201022