© Energistics 2010

Energy Industry Metadata Standards Initiative:

July 2010 Update

ESRI User Conference July 13, 2010

San Diego, CA

© Energistics 2010

Outline

• Recap of Initiative – Opportunity, Vision, Scope

• ISO 19115 Foundation

• Initiative Deliverables

• Recent Activities

• Revised Timeline for Energy Industry Profile v1.0

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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: – 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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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 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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The Big Picture

Metadata Catalog

External Metadata Catalog

Online (Commercial, Government, & Academic)

Partner & Subscription

delivery

Structured resources

Unstructured resources

Application auto-generated

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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: 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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The Approach

Build on Existing Standards - • ISO 19115/19119* metadata standards

for geographic information – internationally accepted

• Existing profiles: – North American Profile (NAP) - adapts 19115 to

FGDC standard – European INSPIRE guidelines – ANZLIC Profile - Australia, New Zealand

• Deliver “Energy Industry Profile” (EIP) v1.0 based on energy “community” requirements and best practices gleaned from existing profiles

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* Including: 19115 Corrigendum, 19119 Amendment 1

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North America Profile (NAP): Promote selected optional fields to mandatory

Extension of code lists 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 Accessible on the Web

Example Profile

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Deliverables

Profile Documentation • Normative Specification • Implementation Guidelines

Exemplars • Real world examples to accompany the specification and

guidelines • Serves as “test set” to validate specification with real

examples • Data(base) and associated XML

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Status: Recent Activities

Requirements Gathering Completed in Q1 2010 • Request For Comment distributed to Active Participants • Compilation of input from RFC completed

Initiated Development of Deliverables • Normative specification • Exemplar datasets

Feedback to ISO 19115 Revision Project Team • WG analyzed suggested changes to the base standard • Provided 21 detailed comments based on WG analysis &

community requirements • Received results of Project Team’s

consideration of all comments

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Participants

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AAPG Apache Arizona State Geol. Survey Boise State Univ. Carbon Lifecycle Technology ConocoPhillips DCP Midstream Deloitte Services LP Devon Energy ETL Solutions Exprodat ExxonMobil 1 First American Spatial Solutions Flare Solutions Fugro Robertson Geoscience Australia Geosoft Ies Brazil Consulting & Services IHS Energy

Maersk Oil1 New Century Software North West Geomatics Oracle1 ORNL P2 Energy Solutions PEMEX PennWell 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

Dave Danko, ESRI

Lisa Derenthal, Gimmal

Alan Doniger/Tracy Terrell, Energistics1

Robert Graham, BHP Billiton

Scott Hills, Chevron1

Steve Richard, AZ Geol Survey1

Steering Team Active Participants (SMEs)

1 Energistics member; Bold italics: Accepted invitation to participate in the recent RFC

© Energistics 2010

Exemplars

Engage industry content providers to supply sample data

Include different information resource types, e.g., – Geodatabase, shapefile, layer file – Modeling application file (e.g., Petrel) – Seismic navigation data – Well log (LAS format) – Text document – Production data – Catalog metadata

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Expected changes in ISO 19115:2011

Changes important to the energy community initiative • New design allowing a Keyword to be assigned a class,

and identification of a reference ontology for that class.

• Added new element, and rearranged schema to facilitate recognition of documented resource type

• Increased precision of metadata timestamp (to nearest second) to enable improved metadata synchronization.

• New approach to encoding for metadata standard using citation instead of just a string.

• Incorporation of service metadata elements

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Impact of ISO 19115 Revision

Consider: • Significant changes expected to ISO 19115, several important

to energy community

• Would require immediate, major modification of EIP v1.0 to exploit new capabilities, and keep EIP aligned with ISO 19115

• Relatively stable ISO 19115 “Committee Draft” (CD) due Jan. 2011

Conclude: • Base EIP v1.0 on ISO 19115:2011 CD

• Delay publication of EIP v1.0 by 4-6 months (to 1Q2011)

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Metadata Initiative Timeline

Profile Development

SIG Reviews

Status Report @ ESRI UC 2010

2009 2010 2011

Pilot Projects

Stakeholder Reviews

Profile 1.0 Published

ISO 19115 Working Draft

ISO 19115 Committee Draft

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For more information …

• Go to www.energistics.org – Asset and Data Management SIG under Communities

• Email: metadata@energistics.org or alan.doniger@energistics.org, or

tracy.terrell@energistics.org, or sjhills@chevron.com

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© Energistics 2010

Appendix

The following slides provide reference information for the metadata standard: – Data resources in-scope for the initiative – Use case details – Initiative participant roles – Key metadata packages in ISO 19115

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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

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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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 Data 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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Use Cases (continued)

3.2.1.3 Evaluation of Data / Fit for Purpose In 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 Updates 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 Sharing Common 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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Use Cases (continued)

3.2.1.6 Use Constraints A 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 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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Initiative Participant Roles

• Energistics – Serves as a custodian, – Facilitates the development, and – Encourages and supports adoption

• Asset/Data Mgmt SIG – Reviews and approves standard

• Metadata Work Group – Produces the standard, and – Steers the activities of the

participants

• Active Participants – Serves as SMEs – Provides feedback and input to the

development of the standard

• Interested Parties – Reviews and plans for

implementation in their organization

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Key Metadata Packages

Metadata Entity

Portrayal Catalogue

Constraint Content

Distribution

Citation & Responsible

Party

Metadata Extension

Reference System

Extent

Units of Measure

Spatial Representation

Data Quality

Application Schema

Maintenance

Identification

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