Content Management System (CMS) For MyHalliburton May 7, 2003 Brandon Lackey,

1. Content Management System (CMS) For MyHalliburton.com May 7, 2003 Brandon Lackey, Melissa Jersey and Jan Mozingo

2. 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.

3. Today’s Agenda – CMS Working Session

4. Introductions & Expectation Setting

5. 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

6. 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

7. 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

8. CMS Lifecycle Content Owner Help------Taxonomy Challenge 2003 Content MigrationDMS to CMS 32 days 6/20 Evolution of Content Tagging 100% 80% Tagging Quality/Content Presentation 50% 5/7 6/30 Time

9. Content Management Roles

10. Review Tag Approve Content Lifecycle and Roles Review/Tag/Approve Expire Concept Create Revise Distribute Publish Review/Tag/Approve Key Content Owner Actions

11. Your role as Content Owners • Content Owners will conduct three key actions: 1. Review 2. Tag 3. Approve

12. Review Review Tag Tag Approve Approve Or Reject Email Notification As a content owner, you will begin working with the CMS (Interwoven) through email notifications

13. Review Tag Approve 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

14. Note: This is the message while the metatagger comes up Note: When you click on this link, you can review the asp file (web content) Review is the First Step Review

15. Smart Context Editor -- SCE Review Note: The SCE should only be used to Tag – please do not use the other features

16. Taxonomy Taxonomy Taxonomy 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* • E&P Lifecycle* • Business Process • HSE • Taxonomy Suggestions KEY: Required Fields* CO Prime Focus CA Focus

17. Note: Title automatically generated – and needs validation from CO & CA Note: Content Owners must verify the Description 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 Focus CA Focus

18. Subjects • Location* • Organization* • E&P Lifecycle* • Business Process • HSE • Taxonomy Suggestions KEY: Required Fields* CO Prime Focus CA 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) Subjects Tab (taxonomy) Tag

19. Subjects • Location* • Organization* • E&P Lifecycle* • Business Process • HSE • Taxonomy Suggestions KEY: Required Fields* CO Prime Focus CA 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 Subjects Tab (taxonomy) Tag

20. Equipment & Materials • Product Groups* • Tools & Components • Oil, Gas, Chemicals & Lubricants • Challenges • Other Materials & Equip. KEY: Required Fields* CO Prime Focus CA 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) Equipment & Materials Tab (taxonomy) Tag

21. Equipment & Materials • Product Groups* • Tools & Components • Oil, Gas, Chemicals & Lubricants • Challenges • Other Materials & Equip. KEY: Required Fields* CO Prime Focus CA 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 Equipment & Materials Tab (taxonomy) Tag

22. 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 Focus CA Focus Note: Key Dates are: Review Expiration (1 yr. max.) New Technology (never select a date in the FUTURE;<2 = new) Administrative Data Tab Tag

23. Reject Approve The document needs to have Section 4 updated. 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)

24. Content Overview Page

25. Break

26. 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

27. Taxonomy Facets by PSL * = Required Facets Always = ● Sometimes = ○ Never = N/A

28. How to make changes to Taxonomy

29. 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

30. Start User group works with Taxonomy Editor to update related materials Success-ful test? User group requests taxonomy change User group accepts or appeals decision User group tests taxonomy changes Modifica-tions Complete Yes Taxonomy Editor informs & explains reasons to user group Strategic Direction Taxonomy Editor informs User Group of completed changes No No Taxonomy Editor works with user group to make changes Taxonomy Editor assesses business needs for change Yes Taxonomy Steering Committee Approve change? Taxonomy Change Process

31. 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

32. 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

33. Facet Exercise

34. Lunch (Ice Breaker Results)

35. Live Review of Metatagger/Working Session

36. Mass Tagging through WebDesk Demo

37. CMS Lifecycle Content Owner Help------Taxonomy Challenge 2003 Content MigrationDMS to CMS 32 days 6/20 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

38. 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

39. 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