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INTRODUCTION TO PIDX

INTRODUCTION TO PIDX. PIDX provides a global forum for delivering the process, information and technology standards that facilitate seamless, efficient electronic business within the Energy Industry and its trading community. AGENDA. PIDX ANTI-TRUST POLICY.

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INTRODUCTION TO PIDX

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  1. INTRODUCTION TO PIDX PIDX provides a global forum for delivering the process, information and technology standards that facilitate seamless, efficient electronic business within the Energy Industry and its trading community.

  2. AGENDA

  3. PIDX ANTI-TRUST POLICY Petroleum Industry Data Exchange, Inc., a Texas non-profit corporation, is committed to complying with all applicable antitrust laws. Those laws prohibit, among other things, any agreement, whether oral or written, among competitors that are in restraint of trade. They also generally prohibit conduct that reduces competition or that involves competition by unfair means.  Read the full Anti-Trust policy here: http://www.pidx.org/antitrust/

  4. WHAT IS PIDX PETROLEUM INDUSTRYDATA EXCHANGE (PIDX) PIDX International is a Not-for-Profit 501(c)(6) collaborative body of industry participants promoting digital collaboration in the global energy industry by driving commercial process efficiency and lower transactional costs.

  5. OUR MISSION OUR VISION To be the global electronic business standards for the Energy industry and its trading partners. To promote digital collaboration in the global energy industry by driving commercial process efficiency and lower transactional costs.

  6. CURRENT PIDX MEMBERS

  7. Formed in 1987, formerly a part of American Petroleum Institute (API) with a long term remit to develop and maintain standards to enable eCommerce in all its forms for the Oil & Gas Industry. Initially developing Electronic Data Interchange (EDI), the PIDX committee launched Com.Pro.Serv to move to XML standards in the 1990s. Has a product classification, schemas and taxonomy with more than 4,000 industry product and service noun/modifier templates and a Data Dictionary with eBusiness terms. Over 25 business documents and business processes spanning the full Procure to Pay and Order to Cash interaction. Standards include Upstream, Downstream and Pipeline processes, spans the whole industry from well to filling station. Strict governance to prevent anti-trust violations and ensure good faith collaboration.

  8. GUIDING PRINCIPALS Make standards availableonanopen and royalty-freebasis Focus onbusiness-orientedobjectives Act as an inclusive Global StandardsForum Leveragetheworkofotherswherepossible Recruitandmaintain a diversemembership Enlistthemostqualifiedpeopleto lead andparticipate in ourorganization Communicatebroadlyandoftenwithourindustry

  9. PIDX STANDARDS 8 PIDX’s P2P XML standards address specific Oil & Gas data needs that are not covered by generic B2B xml standards, such as well name, well location, field name, lease name. • Business documents and business processes • Electronic Data Exchange (EDI) • eXtensible Markup Language (XML) • Implementation guides • Process flows Product classification, schemas, and taxonomies Petroleum Industry Data Dictionary PIDX has 150+ current standards, covering business messages, business processes, and downstream.

  10. USE OF PIDX STANDARDS WORLDWIDE

  11. PIDX IN THE SUPPLY CHAIN INDUSTRY STANDARDS SUPPLIER BUYER MIDDLE WARE MIDDLE WARE ERP SYSTEM ERP SYSTEM PIDX is platform agnostic and facilitates e-commerce between partners MIDDLEWARESimple cost effective and a fast installation • Business Rules • Routing • Messaging / Acknowledgements • Automated, Manual, or Browser-based?

  12. EXAMPLES OF PIDX STANDARDS Pipeline Schedule Price Sheet Quote Quote Request (RFQ) Receipt Request Requisition Return Right to Lift Supplier KPI Supply Notification Supplier Prequalification Web Services Advanced Shipping Notice Bill of Lading Code Lists: Company, Product Custody Ticket Data Dictionary Field Ticket Glossary Inventory Balance Invoice Order Create (PO) Order Response Pipeline Nomination

  13. PIDX COMMITTEES & WORK GROUPS Business Messages Work Group Business Processes Work Group Catalogue and Classification Work Group STANDARDS & GUIDELINES COMMITTEES Downstream Work Group Standards Development

  14. PIDX COMMITTEES & WORK GROUPS • International Business Development Committee Marketing Committee Membership Committee NON-STANDARDS COMMITTEES • Strategic Initiatives Committee Fosters Communities

  15. BENEFITS OF PIDX MEMBERSHIP Membership allows your organization to set the agenda for what PIDX delivers for the industry. • A well-established Anti-Trust / Anti-Competitive Legislation Policy • Strong industry based Board of Directors supporting our vision for global growth and adoption • Well-established forum for eBusiness optimization in the Energy industry and networking opportunities • Provides direct influence in development of industry “Best Practices” and drives development of seamless, industry-wide electronic business communications to support • Guidance and advice from member to member • An industry front to addressing external factors impacting eBusiness (i.e. Government Legislation)

  16. PIDX MEMBERSHIP VALUE • Operators • Global forum to share best practice and learning from industry peers & trading partners • Accelerate the pace & scale of supplier enablement • Improve supplier relationships • Leadership role in selecting next eCommerce standards to be set • Better ROI on every project engagement • Suppliers • Build better customer relationships (the most important facet of your business) • Quantifiable business efficiencies and better alignment with customer operations and business processes • Provides mutually beneficial reductions in transaction costs for you & your peers • Reduce eProcurement solution deployment time and time & effort to add new customer • Technology Partners • Benefit from diverse companies together in a consensus environment to create the standards that drive every member’s business • Build your network, increase your visibility, showcase your products & services on a global scale • Allows adoption of standards that will draw customers to your door • View member company case studies and learn how PIDX standards are used in real implementations

  17. PIDX COMMUNITY OF PRACTICE • SHARE / LEARN • What companies are doing with integrated systems • What companies have implemented which PIDX standards • Success stories within the industry • Current and future challenges facing the industry • How to pilot PIDX standards with trading partners

  18. Q+A

  19. CONTACT INFORMATION Daniela FreemanPIDX Standards & Compliance Manager E: dfreeman@pidx.org P: +1 (832) 681 7351

  20. STANDARDS WORK GROUPS AND PROJECT TEAMS

  21. Standards and Guidelines Committee (S&G) STANDARDS COMMITTEE HIERARCHY & RELATIONSHIPS WG01: Business Messages Work Group (BMWG) JSON/REST Pilot Support Parameter Values in PriceSheet.XSD Key WG02: Business Processes Work Group (BPWG) Work Group (WG) Standards Project Team (SPT) Field Ticket Response Schema Project Team Proposal (PTP) WG03: Catalog and Classification Work Group Support UOM Scheme WG04: Downstream Work Group Fuel Hauler, Driver, and Vehicle Certification Extending LoadingDeliveryReceipt to Add Further Detail for Barge Movements (LEAP)

  22. WG01 Business Messages Work Group (BMWG) The PIDX Business Messages Work Group (BMWG) establishes usage guidelines for approve Transaction, Routing and Packaging (TRP) protocols used in the transmission of PIDX standards between trading partners. Additionally, BMWG provides technical support with regard to XSD schema development and maintenance to the Standards and Guidelines (S&G) Committee and other Work Groups and Project Teams. Key deliverables include XML schema development and maintenance, maintenance of implementation guidelines, usage guidelines, analysis, and recommendation for adoption of new TRP protocols, and liaison with other groups with regard to emerging technologies relevant to PIDX. SPT01a: Conversion to JSON/REST Pilot The PIDX JSON/REST Pilot Standards Project Team is dedicated to exploring converting existing XML-based architecture based on JSON messaging and RESTful APIs. JSON/REST is a standard that is used for mobile and modern application development, where more business transactions are occurring. The Standards Project Team begins its work by focusing on invoice submission and response messages. STP01b: Support Parameter Values in PriceSheet.XSD It is common for companies when syndicating price sheets between trading organizations to use parameters as additional part number segmented keys. The current definition allows the parameter description to be passed across, but not the parameter value. The proposal is to make an amendment of the Parameters definition within the PIDXLib.XSD to include an element to hold the actual value of the Parameters A thru D. The current schema does not allow this to be stored as designed. WG02 Business Processes Work Group (BPWG) The PIDX Business Processes Work Group (BPWG) analyzes issues related to targeted documents and recommends solutions to address the most common buyer and supplier issues. BPWG facilitates new standards for ebusiness within the oil and gas by analyzing which aspects of procure to pay (P2P) and order fulfillment require business process guidelines. The Work Group also defines the process to document business process guidelines, solutions and business process guidelines, and determines whether current documents require modifications or additional documents are needed.

  23. SPT02a: Enhancing PIDX Field Ticket Response Schema  The PIDX Field Ticket Response Schema Project Team aims to accommodate current technology enhancements in workflow messages. This allows operators, suppliers, and marketplaces to successfully integrate field ticket data points into the PIDX field ticket schema, as well as drive mobile technology in the industry. Enhancements to the workflow message field ticket schema pairs well with the movement towards more mobile friendly technology devices, i.e. tablets, smart phones, and integrating with Blockchain technology. WG03 Catalog and Classification Work Group The Catalog and Classification Work Group enables high-quality, standardized items and service descriptors to be used across the industry, reducing cost and risk associated with exchange of these terms. Drawing from expertise from all parts of the oil and gas industry, the Work Group developed and maintains the Petroleum Industry Data Dictionary (PIDD). This structured dictionary describes products and services – from upstream, downstream, operator, oilfield services, and suppliers – and it is open to all to access royalty free. The PIDX Catalog and Classification Work Group also maintains the Petroleum Industry Glossary (PIG), a collection of terms used throughout the oil and gas industry. STP03a: Support UOM Scheme This proposal is to amend the current PriceSheet and transaction document schemas to allow an UOM scheme to be able to be referenced; to add UOM scheme to the price sheet header which allows validation for ANSI, ISO, and UNECE and any associated changes to PIDXLib and PIDXCodelist to allow the enumeration to happen.The current schema definitions does not facilitate identifying the UOM scheme. An essential part of this project will be to update the Petroleum Industry Data Dictionary (PIDD) with term definitions and XML element annotations, as appropriate. WG04: Downstream Work GroupThe Downstream Work Group supports organizations participating in the petroleum downstream market sector and develops process and technology standards that facilitate seamless and efficient electronic business for downstream organizations. Additionally, the Work Group acts as custodian of codes for the oil and gas industry, its trading partners, and vendors.

  24. SPT04a: Terminal Data Exchange (TDXS) Standards Project Team The PIDX Terminal Data Exchange (TDXS) Standards Project Team defines and implements standardized data sets (Bill of Lading, Right to Lift, Planned Movements, etc.) for the purpose of being used in data exchange with bulk fuel terminals in Europe, with the expectation of of future global deployment. In their work, the TDXS Project Team creates a common protocol between terminals, data services, and suppliers. SPT04b: Standards for the Exchange of Fuel Hauler, Vehicle and Driver Records The PIDX Fuel Hauler Records Standards Project Team aims to promote efficiency for fuel haulers, which must certify their company, vehicles, and drivers for each terminal from which they lift. The establishment of standards for the capture, storage, and retrieval of these records not only eliminates inconsistency and duplication of efforts, but promotes innovation and possibility in developing future technologies, such as leveraging biometrics and implementing automation into terminal and driver interfaces. SPT04c: Extending LoadingDeliveryReceipt to Add Further Detail for Barge Movements The Petroleum Industry Data Exchange, Inc. (PIDX) and Leadership for Energy Automated Processing (LEAP) are working together to further digitize and automate the European barge oil trading market centered around Amsterdam/Rotterdam/Antwerp (ARA). The organizations are building upon a functional standard agreed via a LEAP committee formed in February 2018 and extending the existing PIDX standard LoadingDeliveryReceipt Version 5.02 to accommodate certain new requirements needed for ARA buyers, sellers, and terminal operators.

  25. STANDARDS & DEVELOPMENT PROCESSS

  26. PIDX STANDARDS DEVELOPMENT CYCLE

  27. STANDARDS DEVELOPMENT STEPS

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