1 welcome taxonomy iii workshop employee central
TRANSCRIPT
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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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