A Unified Approach to Metadata Standards. Scott Hills (Chevron) & Jerry Hubbard (Energistics) 25 th February 2013 SLC - London

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1 A Unified Approach to Metadata Standards Scott Hills (Chevron) & Jerry Hubbard (Energistics) 25 th February 2013 SLC - London

2 Initiative Background: Business Driver & Goal State Business Driver 40% of staff time devoted to finding, retrieving, and verifying information, while data volume is growing at 60-80%/yr and need for integrating distributed, diverse resources is increasing Goal State: Realize metadata standards and guidelines which enable stakeholders in the energy industry ( the community ) to effectively and efficiently discover, evaluate, and retrieve structured and unstructured information resources. Support both proprietary data management needs, and exchange of data between and within organizations. Leverage existing open standards to encourage adoption within the community and integration into the business, and exploit existing organizational resources needed for governance and long-term maintenance.

3 Background: Vision for Industry Metadata Exchange & Use External Metadata Catalog Externally Harvested (Commercial, Gov t & Academic: e.g., AAPG, EGI, USGIN, USGS) Application Managed (e.g., EPOS, Gocad, Petrel) EIP-compliant Catalog Partner & Subscription Delivered (e.g., CoreLogic, IHS Energy, Neftex, Wood Mackenzie) Legend: Metadata exchange via EIP standard Structured resources (e.g., OpenWorks, RESQML, WITSML) Internally Harvested Unstructured resources

4 Initiative Participants Work Group Active Participants (SMEs) Dave Danko, ESRI Lisa Derenthal, Gimmal Alan Doniger, ACD Consulting Solutions 1 Scott Hills, Chevron 1 Hari Koduru, Energistics Steve Richard, USGIN, AZ Geol Survey 1 AAPG Apache 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 1 IHS Energy Maersk Oil 1 New Century Software North West Geomatics Oracle 1 ORNL P2 Energy Solutions PEMEX PennWell PetroWEB Pioneer Natural Resources 1 PPDM 1 Priemere Consulting Group SAS Global Oil & Gas Schlumberger 1 Shell 1 Univ. of Auckland, NZ Virginia Dept of MM&E Wood Mackenzie 1 Energistics member; Bold: Contributed initial EIP requirements, Feedback about v1.0 Release Candidate 4

5 Key External Engagements USGIN Project Joint project of U.S. Geological Survey and all 51 U.S. State Geological Surveys Steve Richard (AZ State Geol. Survey) on Work Group Steering Team, contributing significant technical input ISO/TC 211, Revision Project Energistics granted Class A Liaison status to ISO TC 211 S. Hills represented Work Group on ISO Revision Project Team & Editing Committee Contributed several enhancements to ISO/DIS important to the Energy Industry Metadata Initiative vision ISO/TC 211, XML Encoding Project Energistics submitted New Work Item Proposal for XML encoding of ISO Invited Dr. Ted Habermann (NOAA) to fill Team Lead role S. Richard representing Metadata Work Group on Project Team NOAA/National Geophysical Data Center Accepted key role in EIP Prototype Project 5

6 Primary Deliverable - EIP Specification Leverage existing standards ISO (content model) and ISO (XML encoding) Existing profiles of ISO ANZLIC Profile (Australia, New Zealand) European Union INSPIRE guidelines USGIN Profile to Deliver Energy Industry Profile of ISO/DIS and ISO v1.0 ISO Conformance Level 1 Profile designed to enable community interoperability 125 pp. document includes: Normative Specifications Implementation Guidelines Selected XML Encoding Examples 6

7 Initiative Roadmap EIP v1.0 Rel Candidate Development Updates: ISO Revision Drafts (WD0, WD1, CD, DIS) AGU OGC TC Mtg Esri PUG ISO XML Encoding TS ISO TC 211 Mtg Jeddah, SA EIP v1.0 Release Candidate Initial Workable XML Encoding Community Review EIP v1.0 EIP Prototype EIP v1.1 dev. Community Workshop(s) EIP v1.0 Pilots 7

8 8 Industry Metadata Initiative Shaping Curve Standards Development EIP v1.0 Release Candidate completed (4Q) Deployment Outline EIP Prototype Project (4Q) Identify candidate Pilot organizations 3Q- 4Q) Adoption Support Use meeting presentations, webinars to engage stakeholders Solicit exemplar datasets from key stakeholder organizations Base Standards ISO Revision Project participation (1Q-4Q) ISO progresses to DIS (4Q) Draft ISO/TC 211 NWIP for XML Encoding (4Q) External Engagements USGIN, OGP Geomatics Comm, FGDC, NOAA 2012 Standards Development EIP v1.0 published (Q4) Initiate EIP v1.1 (Q4) Deployment Secure funding for EIP Prototype Project Phase I, & Execute (1Q-4Q) Engage 2+ candidate org(s) to pilot EIP (e.g., AAPG, Elsevier) (Q4) Adoption Support Conduct 2+ presentations/ webinars (1Q- 4Q) Base Standards ISO XML Encoding Project initiated (Q2) Workable XML encoding (Q3) ISO progresses to FDIS (4Q) External Engagements Add 2+ orgs (e.g., USGS, W3C) Cross-SIG Activities Work with RESQML team to integrate EIP as discovery metadata in EOPC packaging design 2013 Standards Development EIP v1.1 published (Q4) Promote community development of reference ontologies required to enable use of EIP Deployment Secure funding for EIP Prototype Project Phase II, & Execute (1Q-4Q) Support 2 external pilots (1Q-4Q) Adoption Support Conduct 3+ presentations/ webinars/ workshops (1Q-4Q) Define adoption metrics (3Q) Base Standards ISO progresses to IS (2Q) ISO XML Encoding progresses to FD Technical Spec Initiate W3C Work Group to develop ontology web service API External Engagements Add 2+ orgs (e.g., INSPIRE, IUGS /CGI Geoscience Terminology Working Group, NSF EarthCube Project, OGC) Cross-SIG Activities Continue efforts to leverage EIP in support of SIGs/WGs Initiate NDR engagement Standards Development Initiate EIP v1.2, and Release Candidate completed Drive development of prototype reference ontologies Deployment Support adding additional external EIPcompliance resource catalogs, as appropriate Support 2+ additional external pilots (e.g., EGI, SEG, SPE) Adoption Support Conduct 3+ webinars/ workshops Analyze/Report adoption metrics Base Standards ISO XML Encoding progresses to Technical Spec W3C ontology web service API progresses to Recommendation External Engagements Maintain existing engagements and selectively add new ones Cross-SIG Activities Support Energistics interest to internally leverage EIP XML schema Expand NDR engagement

9 Questions / Comments?

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