Setting the Stage for Dramatically Improving O&G Operations Performance

NING's Potential Role in Facilitating Russian O&G Industrial Performance

“Leapfrog”!

Possible Concept for DiscussionApril, 2013

Bill BoslerSME Life Cycle Operations Data Management

Texas Consultants, [email protected]

08 April added Annotations for clarity

New Russian National Institute of Nefte (Oil) & Gas. This was given to their Work Group on 02 April 2013

Placing your hands on person in front of you and then jumping over them.

Russia can use new IT Concepts differently and do the same in O&G

NING’s “Short facts”

“23.02.2010. Statement of Mr. Sechin (CEO RosNeft) on modernization and technology development committee (by Russian president) about foundation Russian Oil & Gas Institute (analog French and American Petroleum Institute)”

02 April 2013 Bill Bosler NING 2

NING’s “Mission & Goals”

“Think tank of Russian energy industry to collect and develop industry knowledge

▪ Exploration and production▪ Refinery and petrochemical

provide professionals collaboration

develop regulations and standards” Focus Here with potential

addition of Deployment and Compliance

02 April 2013 Bill Bosler NING 3

‘Short plans of CoP “MRG NSI-4D”’

“To sign partnership agreements with international industry associations

To sign projects with petroleum companies To fulfill projects:

Capital project’s benchmarking database Petroleum thesaurus Petroleum services RDL Industrial information meta-model Cloud geology services prototype”

Focus Here to suggest

consideration of ISO TC 184

WG 602 April 2013 Bill Bosler NING 4

5

Short facts about Russian O&G

• Russian O&G Industry “Operations”• Facilities are NOT sufficiently automated• Performance LAGS by many KPIs: OEE, EE, …• Lacks Internal Transparency, …• Fuzzy Compliance in any form. No Trusted Data

• Question: What is Success?• Many possibilities• But, What is it that NING can UNIQUELY do?

• Shale Gas Example of Technology Adaption• Hypothesis: Facilitate Creation of a Knowledge

Worker Driven, Actionable Data Environment!!!02 April 2013 Bill Bosler NING

Technology developed for Offshore that dramatically changed the Gas supply

picture when applied to Shale

6

Why was Excel so Successful?

It “Changed the Game” by empowering the Knowledge Worker (KW) to be VERY AGILE & somewhat independent of others, mostly IT

Given Access to any Data, they validated, massaged, changed, reformatted, Distributed

Reports, Alerts, etc. as they would Challenge?

Accountability and Traceability for Corporation

02 April 2013 Bill Bosler NING

People want to be successful.

7

Truly Unique

Use the evolving Semantic Computing and Cloud Technology

“Serve Quality Information” to each Person Provide Visibility to all Data, including

Activities Comparison to Expectations is inherent Compliance is Visible in near real-time

Result:

“Leapfrog” International Competition


8

How to do it?

• Change the Game by Using Agile Business Processes Creating Personal Task Management Serving Verified, Actionable/Accessible Data to each

Knowledge Worker (KW), as they want it so they practice “Lean”: Do what say. No more or less.

• Challenge:

Steeped in IT Terminology that MUST be hidden under a Mobile like Human Interface


IT is Required. But like the iPhone hid technology required for Mobile, we MUST do the same for Semantic.

Companies using Semantic Computing today do not tell you they are doing it, e.g., Google

9

Messages to “Change the Game”

Keep it Personal Keep it VERY AGILE for the KW to change Provide broad access to Data

Capture each Person’s Data Validation/Quality Rules Apply them with Traceability

Serve Data to each Person the way they want it

Capture their Results as Actionable Data Run an Approval and Publication Process

Separately from each KW02 April 2013 Bill Bosler NING

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Responsibilities Business:

Create and Manage Business Processes and Data Validation/Quality Rules

Engineering:Capture & Manage the MES & Control System Configuration Data in an Engineering Management of Change System and Monitor Conformance

IT:Transparent Implementation


11

Implementation Strategy

Start Small AND Improve Continuously Move away from long update cycles If have to have update cycles keep to 3-6 months

Provide for Organic Growth in multiple directions simultaneously

Use Wikipedia’s Collaboration Concept Any One is an Author Goes through “Trusted”, Distributed Approval Process

Ideally, ALL Open Source Software and Concepts


12

Work" versus "Data Collections

Work Execution

People

Internal

Planning

Scheduling Dispatch

Operations

Maintenance

Engineering

Administrative:Regulatory (HSE), HR, Accounting

External

Vendor

Supplier

Customer

Regulator

Equipment Functionality

Systems

Apps

IT Services

Data Collections

Business Processes

Business Capability

People Capability

Equipment Capability

Materials Inventory

Service Capability

Customer Demand

Business Forecast

Available to Promise

Transactions

Separate Access to Data from the Data Store


Real-Time Data Historian Example

Real-Time Data Historians capture Data for all the disparate RT Systems and Deliver it to the KW in

a form that they need. Now, do the same for MES !!!

13

What does any of this have to do with NING?

It’s all about consistent access to DATA Independent of the Data Store

Semantic Computing provides such capability; but, need to add An Organic O&G Industry Ontology (NING) One Set of Actionable Regulations, Standards, etc.

relative to that Ontology (NING External Cloud) Environment for Large AND Small Companies to

add their Policies, Procedures, etc. AND Integrate their Legacy Silos (Internal AND External Clouds)


14

We have JORD

Joint Operational Reference Data (JORD)


JORD

O&G Reference Data being developed based on ISO 15926

http://www.fiatech.org/projects/information-management/projects/549-joint-operational-reference-data-for-iso-15926-jord

15

NING will Facilitate RJORD


JORD

RJORD

FederatedTriple Store

(TS)

The Russian Version of JORD that NING plans to create.

By definition, it will be broader than JORD to Align the Russian Uniqueness.

Yes, there will be many Data Stores, (SPARQL End Points in Semantic

Computing Terminology), that comprise the ultimate

Implementation.

The focus of this presentation is on the Concepts.

How much is stored Semantically as Triple Stores, versus higher

performance data stores will be based upon the needs of each

Service.

16

What about Regulations?


JORD

RJORD

NING O&GRegulationsStandards

...


(TS)

PDFToTS

Regulatory

StandardsKODEKS?

As I understand it, KODEKS has an electronic Repository of many, if not

all, Russian Regulations and Standards.

Perhaps, NING could make an arrangement with them to expose

them as SPARQL End Points for use by all. Yes, some commercial

arrangement would be needed

The best Example of this is UN/CEFACT, which does provide a

similar service.

Yes, this Should be done ONCE for the O&G Industry! No need for each

Company,/Contractor to do their own. This is one key element of Russia’s

Uniqueness!

17

Now, Enhanced Access


JORDRJORD


...


(TS)

PDFToTS

Regulatory

StandardsKODEKS?

KnowledgeWorker

KnowledgeWorker

1 RequestInteract

withALL TS

SPARQL

Can Learn how different Standards / Regulations address the same issues;

but, really “need more”

18

What about Company Policy?


JORD

RJORD

Company Information


...


(TS)


PDFToTS

Regulatory

StandardsKODEKS?

Corporate Policies,

Procedures, ...

PDFToTS

KnowledgeWorker

KnowledgeWorker

1 RequestInteract

withALL TS

SPARQL

2 ResultsResults in Desired Form

Yes, need to separate Private versus Public Data Stores. I’m told that for performance

reasons, Companies will want to mirror the Public Cloud. So, that in reality, the Company

Environment is ALL Private!

19

What about Company Data?


JORD

RJORD

PDFToTS

Regulatory

Standards

Corporate Policies,

Procedures, ...

Legacy Systems

PDFToTS

SPARQLEnd Point

KnowledgeWorker

KnowledgeWorker

1 RequestInteract

withALL TS

2 Results Results in Desired Form

0 Data Quality/Validation Rules

SPARQL

New Capital Projects

MES & Control System

Configurations

KODEKS?

uniSA15926

Transform

IOMOGRegister

FederatedData Store


...


(TS)

Company Information


MIMOSA CCOM-

ML

Engineering Management of Change System

(EMoCS)

MIMOSA CCOM-ML

SPARQL

The previous slides all addressed relatively Static Reference Data. For Compliance Monitoring and

Alerting, need to access Corporate Transactions and Real-Time Data

from Legacy systems.

20

How might this evolve?

US EPA created Title V, which in short, says Any Air Regulation issued by ANY REGULATORY

BODY that “might apply to your site” needs to be evaluated

Develop a Compliance Plan Execute that Plan File a Complete Compliance History every 6

months, signed by Site Manager Penalty for false information could involve

Jail Time for the Signor (no more Plausible Deniability)


The EPA made it PERSONAL!

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Regulations > Actionable Data


Development and Life Cycle Management of Compliance Plan

Initial & Ongoing Published Regulations (EPA, State, Local) & Corporate Policies

Codification: Address each Paragraph Electronically to identify Rules for

Applicability and Compliance Requirements, if applicable

Scan & OCR Initial Version

& Updates

Environmental Compliance Management Schematic

• What would “Trigger” the Rule?• What do you need to do to

Monitor Compliance?• What Alerts should be issued to

avoid Possible Violation?• What the Escalation Steps?

Once these are Published everyone pays attention. For one situation, everyone knew that the Site Manager would get an SMS Before there was a Possible Violation. Amazing how performance improved.

Always be able to display the Specific Original Regulatory Requirement.

22

Determine if Applies & Plan


Corporate Review




Fugitive Emissions Database


& Updates

Programmatic Determination of

Applicability

Chemical Speciation

Documentation of Why Regulation

Does or Does NOT Apply

Compliance Plan: Specific Steps and frequency for Proving

Compliance, including Deviation Management Plan


Equipment Capabilities Database

(Passports)

Equipment Model

Change Management

Speciation to check against the Triggers

Know the Exact Pieces of Equipment and therefore further details.

In Russia, this information is available in each Service Location Passport.

Required Step. They also add the details for

the Monitoring and Escalation that becomes

the essence of the Compliance Plan!

23

Apply the Plan


Development and Life Cycle Management of Compliance Plan

Corporate Review




Fugitive Emissions Database


& Updates

Programmatic Determination of

Applicability

Chemical Speciation

Documentation of Why Regulation

Does or Does NOT Apply

Compliance Plan: Specific Steps and frequency for Proving

Compliance, including Deviation Management Plan


Equipment Capabilities Database

(Passports)

Equipment Model

Change Management

Compliance Tasks can be generated for any reason by human or machine

(alarms). Tasks should address Operating Procedures, Personal Health & Safety, Process Safety, Environmental, and Laboratory.

Formal EPA Title V Publication

Certifying Compliance(every 6 Months)

Real-TimeSystem

Task Management

System

Report with Deviations

IncidentResolutionProcedure

Reportwith Deviations

ProgrammaticallySample Stack Temperature and Calculate Composition

every 6 minutes

Within Limits, Record

Compliance History

Approaching Limit,send First Level Notifications

Incident Generates additional Tasks

Possibly Violated Limit,send Second Level Notifications

Incidence requires further action

Incident ResolutionActivities & Results

Incident Resolution Activities & Results

OperationsPost

MaintenanceCraft

Unit “Walk Around”

Procedure Evaluation

Separate Service that First

Minimizes the number of Tasks.

24

Task Management HIGH VALUE


Operator Essential Care (OEC) aka Operator Rounds (OR)Setup & Maintain; so, few Daily Changes

Safety

Environmental

Maintenance

Operations

Site Wide Results

identifying Top Ten Bad Actors, etc.

Other Regulatory

Other Organizational

Operator Essential

Care (OEC) (Operator Rounds)

Definition

Safety

Maintenance

OperationsRelate to

EquipmentService

Location(Expand and customize

Base Rules, etc.)

Relate to Role

Execution

Capture and Validate Results with appropriate

Escalation at the moment

My View

Defi

nitio

n by

“Cl

ass”

of E

quip

men

t

Environmental

Other Organizational

Internal and External People

Other Regulatory

Value Driver Tree/KPIs Value Driver Tree/KPIs

MINIMIZE # Tasks

Human or Machine. Track Delays in

Execution

Serving each Knowledge Worker with their Top Ten Bad Actors each morning

provides Continuous Improvement and High KW

Performance!

Timely Alerts, that CANNOT be turned Off – as Defined by the Company!

25

Alerts are a Key Concept


Processes & Utilities

Real-Time Systems

above DCS

(Purdue Levels3 or 4)

DCS

SIS

Alert Management Component (AMC)

Abnormal Situation Management within

each DCSAND Across Site

Normal Operations

Emergency Response Center Activities

Escalate

OKDCS Alarm Generation & Display

Alarms

Alarms fordisplay, etc.

Alerts

Alarms

• Alarms MUST be sent to the appropriate Process Operator. Unfortunately, the Operator receives too many of them and usually ignores them due do time constraints, etc.

• Alerts are sent to All the Appropriate Personnel – the way that they want to receive them

26

In Business Context, Generic $$$


Processes & Utilities

Real-Time Systems above DCS

(Purdue Levels3 or 4)

DCS

SIS


Abnormal Situation Management within

each DCSAND Across Site

Normal Operations

Emergency Response Center Activities

Escalate

OKDCS Alarm Generation & Display

Alarms

Alarms fordisplay, etc.

Alerts

Alarms

Viewing & Distribution Mechanism & Subscriber

Lists(by Role &/or Person)


Publish

Notmitigated

Business Activities

Notification Systems:

E-mail, IM, etc.

Only if want it logged

Normal, unlogged

Alerts

Overall eLog

Alert eLog

A single Alert is really just another Event that should be managed by the Singular Task

Management System at the Site.

True, different Views, etc.; but, that’s just a detail

27

How would you do it today?


Business ProcessSigned-Off

And Published

Roles(People /

Components that execute Activities)

Activities

Organization Chart

Positions versus Human Roles

System Components

versus Applications

Job Descriptions

Regulations, Standards,

Policies, Procedures, etc.

Data Collections Data Model and Data Flow

Alerts, KPIsAlert and KPI

Management with Dashboards

Hand-Offs(In and Out)

An Activity is initiated by an Input Hand-Off

(An Event)

Mechanisms

Function Name

Controls

Inputs Outputs

IDEF0, all 4 are HOsBusiness

Processes are the heart of any company.

Understanding and Analyzing them provides

major insights to the expected

performance of the Company.

For Compliance, many Companies are realizing that

Execution is a Distributed

Responsibility where

Accountability lies with Senior

Management.

28

What would it look like?


JORD

RJORD

PDFToTS

Regulatory

Standards

Corporate Policies,

Procedures, ...

Legacy Systems

PDFToTS

SPARQLEnd Point

KnowledgeWorker

KnowledgeWorker

1 RequestInteract

withALL TS

2 Results Results in Desired Form

0 Data Quality/Validation Rules

SPARQL

New Capital Projects

MES & Control System

Configurations

KODEKS?

uniSA15926

Transform

IOMOGRegister

FederatedData Store


...


(TS)

Company Information


MIMOSA CCOM-

ML


(EMoCS)

MIMOSA CCOM-ML

SPARQL

Yes, for Russia to “Leapfrog” Performance, this is probably the quickest and most Traceable Path

29

Where get DATA?


Major Capital Projects

Continuous Handover


(EMoCS)

30

O&G Pilot


Other Vendors mayalso provide EMoCS

Emerson, Rockwell, Schneider, etc. will participate in next round

ISO TC 184 WG 6

31



GovernanceWith Verification

Enterprise Service Bus (Solid Lines: Transactions; Dashed: Governance)

Real-Time Systems

Case Management

Common Services

Portal (s)Report Writer (s)Equation Manager (s)- KPIs- OEE EquationsAlert Management SystemMessage Distribution ManagementE-Log (see notes)Overall Equipment Effectiveness (OEE),- including CBMRisk Monitoring System...

Real-Time Data Historians

- WITSML- ...

Other Systems

Transaction Systems

OpenO&M- MIMOSA- B2MML- OPC UA

PRODML

Operational Data Store

(ODS)

ODSOntology- RDLs- JORD Federation- ...

Typical site has over 200 Separate Silos

Every Service (Silo, Application) has Two Primary Data Feeds:

1. The Data that tells the Generic Service how to perform the Specific Actions for the Site, the appropriate “Codes”, and the Message Structures for Integration. This needs to be managed in ONE PLACE for the Site

2. The Actual Transactions that the Service Processes (the solid lines)

32

High Level Supply Chain Business Process Interactions for Upstream Operations


Fie

ld O

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ns

& P

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ss

Co

ntr

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Op

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s M

anag

emen

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erfo

rman

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Man

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ent

Pla

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&

Sch

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Su

pp

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/C

ust

om

er /

Reg

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tory

Co

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un

icat

ion

Bu

sin

ess

(ER

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Co

rpo

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Rep

ort

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Sys

tem

En

terp

rise

Dis

pla

ys

Op

erat

ion

s R

epo

rtin

g S

yste

m

Op

erat

ion

s D

isp

lays

2 Week Schedule

Field MaintenanceNominations

Rolling 12 Week Plan by

Well and Processes

Contracts Management

Over/ (Short)

Laboratory

Reservoir Capacity Planning

HSE Management

KPI Reporting and Alerting

Control Systems &Physical Process

Overall Equipment Effectiveness

Gas DistributionMaterial Management

Mass, Volume, and Energy Balances

1-5 years to Rolling 12 Week Plan Rolling 2 Week Plan Dispatch Schedule “Now” Monitoring and Analysis

Well / Unit Performance vs. Expectations

Regulatory Reporting, Including

Environmental

A

ADaily

MaintenanceCoordination

Maintenance Schedule

Truck Coordination

Pipeline Coordination

Inventory Management

Annual, Quarterly,. & Monthly Security

Reporting

Calculation Engine

Data Relationships

Real-Time Data HistorianWell Forecast Logbook / Target Board

Well / Field Operations

Dispatch Operations

aa

All WIP Data needs to be stored in an ODS that

handles Future as Cases of Scenarios with the same data structure as Actual

Need to Predict Near-Term Future to mitigate Potential

Challenges. End-of-Day Dashboard during the day is

preferred to Shift Change Focus

33

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View Bio


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Common Interoperability Registry (CIR): standard method for reconciling the different names of objects between systems

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View Bio

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35

Thanks to my Major ISO 15926 Supporters/Contributors/Reviewers

Alan T. Johnston Anatoly Levenchuk Gary A. Rathwell Gordon Rachar Hans Teijgeler Ian Glendinning


Jean Vieille Nils Sandsmark Onno Paap Peter J. Lawrence Robin Benjamins Victor Agroskin

[email protected]+7 967 053 27 54 or +1 713 524 2465

mailto:[email protected]

36

Thanks for listening

Let me know if you want the 30+ page discussion of Semantic Computing that I had the pleasure of helping to produce

As you know, I believe that Semantic Computing is the future of Computing!

FYI, Gartner recently stated that “Semantic technologies extract meaning from …” http://www.gartner.com/newsroom/id/2359715


http://www.gartner.com/newsroom/id/2359715

http://www.gartner.com/newsroom/id/2359715

Setting the Stage for Dramatically Improving O&G Operations Performance

Business

data independent

actionableaccessible

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