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Content Management System (CMS)For

MyHalliburton.com

May 7, 2003

Brandon Lackey,

Melissa Jersey and Jan Mozingo

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Safety Topic – Elevated Falls

-- In US, deaths due to falls rank 2nd to motor vehicle deaths.-- There is a 50% chance of death in any fall from 11 feet or more to a hard surface.-- To avoid an elevated fall, stay alert, don’t become complacent and obey all safety regulations.-- Your odds of falling increase with age. Be more careful each year and look out for those who are older.

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Today’s Agenda – CMS Working SessionTime Item Facilitation

8:30 – 8:35 Kick-off and Safety Moment by Brandon Lackey, Project Sponsor Brandon Lackey

8:35 – 9:00 Introductions and Expectation Setting, Ice Breaker, and Parking Lot (share and review training manual)

Barbara

9:00 – 10:00 Using Interwoven (from perspectives of Content Administrators and Content Owners)Benefits and Challenges of CMS (Interwoven)Review, Tag, Approve – your roleOvercoming Challenges and Emphasizing BenefitsContent Overview Page (Brandon)

Brandon, Melissa, Jan, Barbara

10:00 – 10:15 BREAK ---

10:15 – 11:00 Taxonomy ReviewFacets (including new – Location & Organization)MetataggerMaintenance

Ron Daniel, David Smith

11:00-11:30 Facet Exercise with your taxonomy guide – highlight the tags you are likely to be using David Smith

11:30 – 12:45 LUNCH (Ice Breaker Results) ---

12:45 – 3:00 Working Session: Content Administrators work w/emails from Jan & Melissa – focus:Live Review of TeamSiteReviewTag (Metatagger and Dates)Approve (or reject documents) and Show how documents pushed to Portal

Jan, Melissa, Barbara

3:00 – 3:15 BREAK ---

3:15 – 4:30 Mass Tagging, Review of current CMS tagsReview Taxonomy Challenge 2003

Jan, Melissa, Barbara

4:30 – 5:00 Closing CommentsQuestionsReview action items (parking lot) and ExpectationsNext steps

Brandon, Barbara

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Introductions & Expectation Setting

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Overview• After extensive evaluations, Halliburton chose

Interwoven as the application for the enterprise-wide Content Management System -- CMS

• Interwoven compliments our Plumtree Portal – enterprise-wide solution

• Interwoven’s key components for Content Owners:– TeamSite “WebDesk” (your user interface)– Metatagger (web-based tagging interface)– Workflow notification (e-mails)

• Key actions (roles) for Content Owners will be:– Review Documents– Tag Documents– Approve Documents

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Benefits of New CMS

• Enterprise-wide Benefits:

– Lower costs by standardizing our content management processes

– Single source for internal and external content

– Increased content quality

• MyHalliburton Benefits:

– Complete content management process flow

– One content source (to maintain) for multiple venues

– Taxonomy enhances search capabilities, improving access and reuse

– Process improved, with streamlined content to portal delivery

– Features such as Email Notification – to renew, update, and remove content – Preview Capability, Greater Report Generating, and Versioning/Rollback

• Future Benefits:

– Additional content creation sources

– Live content editing for Content Owners

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Challenges of New CMS

Challenges for myHalliburton:

•This is a new application to learn

•There is a learning curve

•Some upfront clean-up

•Enterprise-wide Taxonomy – new approach to tagging

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Evolution of Content TaggingT

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Time

100%

50%

80%

5/7 6/30

Content MigrationDMS to

CMS

CMS Lifecycle

6/2

0

Content Owner Help

------Taxonomy Challenge

2003

32 days

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Content Management Roles

Role Description

Authors (PSL-based)

Authors or sources of the content – typically SMEs in PSLs (same process for now)

Content Owners

People who have responsibility for the integrity of the myHalliburton content (Review, Tag, Approve)

Approvers (PSL-based)

Approve content (ex. legal, subject matter experts, …) (same manual for now)

Content Administrators

Content administrators for myHalliburton are

Jan Mozingo and Melissa Jersey

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Content Lifecycle and Roles

Maintain

Deploy Approve

Create

ConceptCreateRevise

DistributePublish

Review/Tag/Approve

Key Content Owner Actions

Review/Tag/Approve

Expire

Review

Tag

Approve

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Your role as Content Owners

Content Owners will conduct three key actions:

Review

Tag

Approve

1.

2.

3.

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Email Notification

Review

Tag

Approve

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

Review

Tag

Approve Or Reject

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TeamSite User Interface

Review

Tag

Approve

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

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Review is the First StepReview

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

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Smart Context Editor -- SCE Review

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

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You 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• Taxonomy Suggestions

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?

KEY:Required Fields*CO Prime FocusCA Focus

KEY:Required Fields*CO Prime FocusCA Focus

TagT

axo

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my

Tax

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y

Tax

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Note: Content Administrators will fill in Content Type (We will not be selecting Multiple Content Types)

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 FocusCA Focus

KEY:Required Fields*CO Prime FocusCA Focus

Note: Content Owners must verify the Description

Note: Title automatically generated – and needs validation from CO & CA

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TagSubjects Tab (taxonomy)

Subjects• Location*• Organization*• E&P Lifecycle*• Business Process• HSE• Taxonomy Suggestions

KEY:Required Fields*CO Prime FocusCA Focus

KEY:Required Fields*CO Prime FocusCA 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)Tag

Subjects• Location*• Organization*• E&P Lifecycle*• Business Process• HSE• Taxonomy Suggestions

KEY:Required Fields*CO Prime FocusCA Focus

KEY:Required Fields*CO Prime FocusCA 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

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TagEquipment & Materials Tab (taxonomy)

Equipment & Materials• Product Groups*• Tools & Components• Oil, Gas, Chemicals &

Lubricants• Challenges• Other Materials & Equip.

KEY:Required Fields*CO Prime FocusCA Focus

KEY:Required Fields*CO Prime FocusCA 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)

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TagEquipment & Materials Tab (taxonomy)

Equipment & Materials• Product Groups*• Tools & Components• Oil, Gas, Chemicals &

Lubricants• Challenges• Other Materials & Equip.

KEY:Required Fields*CO Prime FocusCA Focus

KEY:Required Fields*CO Prime FocusCA FocusNote: Short-cut for

seeing full taxonomy is to type in the exact facet (hit return or Search Term) and then click on Refine

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Administrative Data Tab Tag

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 FocusCA Focus

KEY:Required Fields*CO Prime FocusCA Focus

•Note: Key Dates are: Review Expiration (1 yr. max.) New Technology (never select a date in the FUTURE;<2 = new)

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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)

ApproveReject

The document needs to have Section 4 updated.

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Content Overview Page

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Break

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Taxonomy Categories (definitions)• Content Type*: These are classifications of information that help filter the content for the audience. Sales and marketing material is

typically not to the same technical level as a Procedure would be.

• Location*: These are places on earth. Maybe we could add the universe. But they are physical places well known to everyone. Although we may think of NWA's as a place, they are really just a collection of Locations.

• Organization*: Consider this a collection of people organized in PSL & sub PSL buckets. Our customers really don't care about our organization. Note that HSE can be an organization but that many HSE related documents would not be tagged with HSE organization.

• E & P Lifecycle*: Consider this to be a timeline. It is basically the serial sequence of events in the life of a well. Many documents will relate to several of these categories.

• Business Process: This relates the document to the HMS system. Many documents will relate to several Business Process categories but the majority of the MyHal documents will be categories with the Develop Solutions category under "Execute and maintain Business".

• HSE: Categories of Health Safety & Environment. This may relate to the HSE that MyHal used under the ASSET tab. Note that the HSE

facet is not an organization but is HSE categories of information.

• Product Groups*: These are High Level Services or High Level (Big Bucket) Products that a customer understands. Sub Categories of Product Groups are smaller buckets of services or Products. Drill Bits is a product group and PDC bits is a subcategory of Drill Bits. This is somewhat related to PSL & sub PSL but not directly related to the organization of a PSL. Product Groups may cross several or all PSL's.

• 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

reservoir and environment related. • Other Materials & Equipment: These are basic materials like cement & salt. And items we can buy from others like pumps, trucks

and cables. Most of our surface equipment falls in this category.

* = Required Field

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Taxonomy Facets by PSL

* = Required Facets

Taxonomy Facets

PSLs Content Type*

Location* Organi-zation*

E&P Life-cycle*

Busi-ness Process

HSE Product Groups*

Tools & Compo-nents

Oil, Gas, Chemicals, and Lubri-cants

Chal-lenges

Other Materials & Equip-ment

TTCP ● ● ● ● ○ ○ ● ● ○ ● ○

CPS ● ● ● ● ○ ○ ● ● ○ ● ○

L&P ● ● ● ● ○ ○ ● ● ○ ● ○

SS ● ● ● ● ○ ○ ● ● ○ ● ○

BAR ● ● ● ● ○ ○ ● ○ ● ● ●

CEM ● ● ● ● ○ ○ ● ○ ● ● ●

SDBS ● ● ● ● ○ ○ ● ● ○ ● ○

P/E ● ● ● ● ○ ○ ● ● ● ● ●

IS/IT ● ● ● ● ○ ○ ● ○ ○ ● ○

Always = ● Sometimes = ○ Never = N/A

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How to make changes to Taxonomy

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Taxonomy Changes

• Taxonomy Editor – Owns the taxonomy change

and maintenance process

• Taxonomy Steering Committee – Provides Strategic

Direction. David Smith, Brandon Lackey, Michael

Behounek, Mary Rose Martinez, and the

Taxonomy Editor, others – TBD

• User Group – Content owners, editors and content

users

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No

User group requests taxonomy change

Start

Taxonomy Editor assesses business needs

for change

Approve change?

No

Yes

Taxonomy Editor works

with user group to make changes

Taxonomy Editor informs &

explains reasons to user

group

User group accepts or

appeals decision Yes

Modifica-tions

Complete

User group works with Taxonomy

Editor to update related materials

Taxonomy Editor informs User Group of

completed changes

Success-ful test?

User group tests taxonomy changes

Taxonomy Steering Committee

Taxonomy Change Process

Strategic Direction

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Adding New Categories

• Requires review of all documents in the next higher level category and may require review of other categories.

• New categories should only be added if the parent category has more than 20 documents

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Deleting a Category

• Deleting a category requires a review of all documents tagged with the category.

• Automatically changes the category tags in the documents.

Changing a Category Name

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Facet Exercise

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Lunch (Ice Breaker Results)

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Live Review of Metatagger/Working Session

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Mass Tagging through WebDesk Demo

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Evolution of Content TaggingT

agg

ing

Qu

alit

y/C

on

ten

t P

rese

nta

tio

n

Time

100%

50%

80%

5/7 6/30

Content MigrationDMS to

CMS

CMS Lifecycle

6/2

0

Content Owner Help

------Taxonomy Challenge

2003

32 days

Taxonomy Challenge 2003: Organize Team Meeting

Review Tagging Spreadsheet

Review Taxonomy Guide

Select 10-20 asp files to review with Team Leader

Set up schedule to complete tagging reviews by June 20

Follow-up sessions as needed

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Taxonomy Challenge 2003

Tagateers Jan – Team Leader

TTTCP – Robert

CPS – Aileen/David

L&P – Javier

SS – Pamela

Faceteers Melissa– Team Leader

BAR – Sandie

CEM – Monte

SDBS – Christine

P/E – Walt

IS/IT – Cindy

1st Prize – $100 Pappas Restaurant Certificate

2nd Prize – $50 Pappas Restaurant Certificate

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Summary

Goal: We want to help you so that we…

Keep it flexible

Keep it simple

Keep it streamlined

IMPROVE myHalliburton.com

COMMENTS / QUESTIONS / EXPECTATION REVIEW / PARKING LOT / NEXT STEPS