Content Management System (CMS)

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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, dont 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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Todays Agenda CMS Working Session
Time Item Facilitation
830 835 Kick-off and Safety Moment by Brandon Lackey, Project Sponsor Brandon Lackey
835 900 Introductions and Expectation Setting, Ice Breaker, and Parking Lot (share and review training manual) Barbara
900 1000 Using Interwoven (from perspectives of Content Administrators and Content Owners) Benefits and Challenges of CMS (Interwoven) Review, Tag, Approve your role Overcoming Challenges and Emphasizing Benefits Content Overview Page (Brandon) Brandon, Melissa, Jan, Barbara
1000 1015 BREAK ---
1015 1100 Taxonomy Review Facets (including new Location Organization) Metatagger Maintenance Ron Daniel, David Smith
1100-1130 Facet Exercise with your taxonomy guide highlight the tags you are likely to be using David Smith
1130 1245 LUNCH (Ice Breaker Results) ---
1245 300 Working Session Content Administrators work w/emails from Jan Melissa focus Live Review of TeamSite Review Tag (Metatagger and Dates) Approve (or reject documents) and Show how documents pushed to Portal Jan, Melissa, Barbara
300 315 BREAK ---
315 430 Mass Tagging, Review of current CMS tags Review Taxonomy Challenge 2003 Jan, Melissa, Barbara
430 500 Closing Comments Questions Review action items (parking lot) and Expectations Next 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
• Interwovens 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 Tagging
100
80
Tagging Quality/Content Presentation
50
5/7
6/30
Time
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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
Review/Tag/Approve Expire
Concept Create Revise
Distribute Publish
Review/Tag/Approve
Key Content Owner Actions
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Your role as Content Owners

• Content Owners will conduct three key actions

Review
1.
Tag
2.
Approve
3.
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Email Notification
As a content owner, you will begin working with
the CMS (Interwoven) through email notifications
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TeamSite 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
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Review is the First Step
Review
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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
Tag

• 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?

• General
• Title
• Description
• Content Type
• Access Control (Public or Internal Only)
• Content Administrator
• Content Author
• Content Owner
• Site Administrator
• Legal Approver
• Subjects
• Location
• Organization
• EP Lifecycle
• Business Process
• HSE
• Taxonomy Suggestions

KEY Required Fields CO Prime Focus CA Focus
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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 Focus CA Focus
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Subjects Tab (taxonomy)
Tag
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Subjects Tab (taxonomy)
Tag
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Equipment Materials Tab (taxonomy)
Tag
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Equipment Materials Tab (taxonomy)
Tag
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Administrative Data Tab
Tag
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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)
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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.

Required Field
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Taxonomy Facets by PSL
Taxonomy Facets Taxonomy Facets Taxonomy Facets Taxonomy Facets Taxonomy Facets Taxonomy Facets Taxonomy Facets Taxonomy Facets Taxonomy Facets Taxonomy Facets Taxonomy Facets
PSLs Content Type Location Organi-zation EP 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 ? ? ? ? ? ? ? ? ? ? ?
LP ? ? ? ? ? ? ? ? ? ? ?
SS ? ? ? ? ? ? ? ? ? ? ?
BAR ? ? ? ? ? ? ? ? ? ? ?
CEM ? ? ? ? ? ? ? ? ? ? ?
SDBS ? ? ? ? ? ? ? ? ? ? ?
P/E ? ? ? ? ? ? ? ? ? ? ?
IS/IT ? ? ? ? ? ? ? ? ? ? ?
Required Facets
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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Taxonomy Change Process
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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 Tagging
100
80

• 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

Tagging Quality/Content Presentation
50
5/7
6/30
Time
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Taxonomy Challenge 2003

• Tagateers
• Jan Team Leader
• TTTCP Robert
• CPS Aileen/David
• LP 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