We need to "Change the Game" for O&G MES and Control System Installation and Maintenance to provide the Business with Managed, Responsive, Timely Change. This presenttion sets the stage. There are several more that provide different views. I'll be doing at least two more this year.

1. Possible Concept for Discussion
April, 2013
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
Bill Bosler
SME Life Cycle Operations Data Management
Texas Consultants, Inc.
Bill_Bosler@msn.com

2. 
“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

3. 
“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”
02 April 2013
Focus Here with potential
addition of Deployment
and Compliance
Bill Bosler NING
3

4. 


“To sign partnership agreements
with international industry
associations
To sign projects with petroleum companies
To fulfill projects:





Capital project’s benchmarking database
Focus Here to
Petroleum thesaurus
suggest
Petroleum services RDL
consideration
Industrial information meta-model of ISO TC 184
Cloud geology services prototype”
WG 6
02 April 2013
Bill Bosler NING
4

5. •
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
Technology developed for Offshore that
dramatically changed the Gas supply
picture when applied to Shale
• 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
5

6. 
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?
People want to be
successful.
Accountability and Traceability for Corporation
02 April 2013
Bill Bosler NING
6

7. 


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
02 April 2013
Bill Bosler NING
7

8. •
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.
IT is Required. But like the iPhone hid technology required for
Mobile, we MUST do the same for Semantic.
Challenge:
Steeped in IT Terminology that MUST be
hidden under a Mobile like Human Interface
Companies using Semantic Computing today do not tell you
they are doing it, e.g., Google
02 April 2013
Bill Bosler NING
8

9. 


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 KW
02 April 2013
Bill Bosler NING
9

10. 


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
02 April 2013
Bill Bosler NING
10

11. 
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
02 April 2013
Bill Bosler NING
11

12. Work" versus "Data
Collections
Data
Collections
Business
Processes
Work
Execution
Business
Capability
Customer
Demand
People
Capability
Business
Forecast
Service
Capability
Available to
Promise
Transactions
People
Equipment
Equipment
Capability
Supplier
Real-Time Data
Historian Example
Internal
Operations
Customer
Engineering
Vendor
Maintenance
Regulator
Materials
Inventory
External
Planning
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 !!!
02 April 2013
Bill Bosler NING
Functionality
Scheduling
Systems
IT Services
Apps
Dispatch
Administrative:
Regulatory (HSE), HR, Accounting
12

13. 

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)
02 April 2013
Bill Bosler NING
13

14. 
Joint Operational Reference Data (JORD)
JORD
O&G Reference Data being developed
based on ISO 15926
02 April 2013
Bill Bosler NING
14

15. JORD
RJORD
Federated
Triple Store
(TS)
Yes, there will be many Data Stores,
(SPARQL End Points in Semantic
Computing Terminology), that
comprise the ultimate
Implementation.
The Russian Version of JORD that NING
plans to create.
The focus of this presentation is on
the Concepts.
By definition, it will be broader than
JORD to Align the Russian Uniqueness.
How much is stored Semantically as
Triple Stores, versus higher
performance data stores will be
based upon the needs of each
Service.
02 April 2013
Bill Bosler NING
15

16. JORD
RJORD
Federated
Triple Store
(TS)
Regulatory
KODEKS?
Standards
PDF
To
TS
NING O&G
Regulations
Standards
...
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
02 April 2013
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!
Bill Bosler NING
16

17. JORD
RJORD
Federated
Triple Store
(TS)
Regulatory
KODEKS?
Standards
PDF
To
TS
NING O&G
Regulations
Standards
...
Can Learn how different Standards /
Regulations address the same issues;
but, really “need more”
SPARQL
Interact
with
ALL TS
1 Request
Knowledge
Knowledge
Worker
Worker
02 April 2013
Bill Bosler NING
17

18. JORD
RJORD
Federated
Triple Store
(TS)
Regulatory
KODEKS?
Standards
Corporate
Policies,
Procedures,
...
PDF
To
TS
PDF
To
TS
NING O&G
Regulations
Standards
...
Interact
with
ALL TS
1 Request
Knowledge
Knowledge
Worker
Worker
Federated
Triple Store
2 Results
Company
Information
02 April 2013
SPARQL
Results 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!
Bill Bosler NING
18

19. 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.
JORD
RJORD
Federated
Triple Store
(TS)
Regulatory
KODEKS?
Standards
NING O&G
Regulations
Standards
...
PDF
To
TS
Corporate
Policies,
Procedures,
...
PDF
To
TS
SPARQL
End Point
Company
Information
0 Data Quality/
Validation Rules
Interact
with
ALL TS
Federated
Triple Store
Legacy
Systems
SPARQL
Knowledge
Knowledge
Worker
Worker
Federated
Data Store
New Capital
Projects
02 April 2013
uniSA
15926
Transform
1 Request
MIMOSA
CCOMML
IOMOG
Register
SPARQL
MIMOSA
CCOM-ML
Bill Bosler NING
2 Results
Results in Desired Form
Engineering
Management of
Change System
(EMoCS)
MES & Control
System
Configurations
19

20. 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
The EPA made it
Develop a Compliance Plan
PERSONAL!
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)
02 April 2013
Bill Bosler NING
20

21. Environmental Compliance Management Schematic
Development and Life Cycle Management of Compliance Plan
Initial & Ongoing
Published Regulations
(EPA, State, Local) &
Corporate Policies
02 April 2013
Scan & OCR
Initial Version
& Updates
Codification: Address each Paragraph
Electronically to identify Rules for
Applicability and Compliance
Requirements, if applicable
Bill Bosler NING
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.
•
•
21

22. Environmental Compliance Management Schematic
Initial & Ongoing
Published Regulations
(EPA, State, Local) &
Corporate Policies
Fugitive
Emissions
Database
Equipment
Capabilities
Database
(Passports)
Scan & OCR
Initial Version
& Updates
Codification: Address each Paragraph
Electronically to identify Rules for
Applicability and Compliance
Requirements, if applicable
Change Management
Chemical Speciation
Equipment Model
Programmatic
Determination of
Applicability
Compliance Plan: Specific Steps
and frequency for Proving
Compliance, including Deviation
Management Plan
Corporate Review
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.
02 April 2013
Documentation of
Why Regulation
Does or Does NOT
Apply
Bill Bosler NING
Required Step. They
also add the details for
the Monitoring and
Escalation that becomes
the essence of the
Compliance Plan!
22

23. Environmental Compliance Management Schematic
Development and Life Cycle Management of Compliance Plan
Initial & Ongoing
Published Regulations
(EPA, State, Local) &
Corporate Policies
Fugitive
Emissions
Database
Equipment
Capabilities
Database
(Passports)
Separate Service
that First
Minimizes the
number of Tasks.
Task
Management
System
Scan & OCR
Initial Version
& Updates
Codification: Address each Paragraph
Electronically to identify Rules for
Applicability and Compliance
Requirements, if applicable
Documentation of
Why Regulation
Does or Does NOT
Apply
Change Management
Compliance Plan: Specific Steps
and frequency for Proving
Compliance, including Deviation
Management Plan
Chemical Speciation
Programmatic
Determination of
Applicability
Equipment Model
Corporate Review
Formal EPA Title V
Publication
Certifying Compliance
(every 6 Months)
Report
with Deviations
Unit “Walk Around”
Operations
Post
Report
with Deviations
Procedure Evaluation
Compliance
History
Maintenance
Craft
Programmatically
Sample Stack Temperature
and Calculate Composition
every 6 minutes
Within Limits, Record
Approaching Limit,
send First Level Notifications
Real-Time
System
Incident Resolution
Activities & Results
Incident
Resolution
Procedure
Possibly Violated Limit,
send Second Level Notifications
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.
Incident Resolution Activities & Results
Incidence requires further action
Incident Generates additional Tasks
02 April 2013
Bill Bosler NING
23

24. Operator Essential Care (OEC) aka Operator Rounds (OR)
Value Driver Tree/KPIs
Safety
Environmental
Other Regulatory
Maintenance
Operations
Other Organizational
Operator
Essential
Care (OEC)
(Operator
Rounds)
Definition
MINIMIZE
# Tasks
Value Driver Tree/KPIs
Safety
Environmental
Other Regulatory
Maintenance
Relate to
Equipment
Service
Location
Operations
Other Organizational
Site Wide Results
identifying Top Ten Bad Actors, etc.
Definition by “Class” of Equipment
Setup & Maintain; so, few Daily Changes
(Expand and customize
Base Rules, etc.)
Internal and
External
People
Human or Machine.
Track Delays in
Execution
02 April 2013
Relate to
Role
My View
Execution
Capture and Validate
Results with
appropriate
Escalation at the
moment
Timely Alerts, that CANNOT be turned Off
Bill Bosler NING
– as Defined by the Company!
Serving each Knowledge
Worker with their Top Ten
Bad Actors each morning
provides Continuous
Improvement and High KW
Performance!
24

25. Processes &
Utilities
SIS
Emergency Response
Center Activities
Alarms for
display, etc.
Escalate
Alarm
Generation
& Display
Abnormal Situation
Management within
each DCS
AND Across Site
DCS
DCS
Alarms
Alarms
•
Real-Time
Systems
above
DCS
(Purdue Levels
3 or 4)
•
Alerts
02 April 2013
OK
Normal Operations
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
Alert Management
Component (AMC)
Bill Bosler NING
25

26. Processes &
Utilities
Emergency Response
Center Activities
SIS
Alarms for
display, etc.
Escalate
Alarm
Generation
& Display
Abnormal Situation
Management within
each DCS
AND Across Site
DCS
DCS
Alarms
OK
Normal Operations
Alarms
A single Alert is really just
another Event that should be
managed by the Singular Task
Management System at the Site.
Real-Time
Systems
above
DCS
(Purdue Levels
3 or 4)
Alerts
Alert Management
Component (AMC)
True, different Views, etc.; but,
that’s just a detail
Not
mitigated
Publish
Business
Activities
Notification
Systems:
E-mail, IM,
etc.
02 April 2013
Alerts
Alert Management
Component (AMC)
Only if want it logged
Viewing & Distribution
Mechanism & Subscriber
Lists
(by Role &/or Person)
Alert eLog
Normal, unlogged
Overall
eLog
Bill Bosler NING
26

27. Business
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.
02 April 2013
Business Process
Signed-Off
And Published
Controls
Inputs
IDEF0, all 4
are HOs
Function Name
Outputs
Mechanisms
Roles
(People /
Components that
execute Activities)
Organization
Chart
Positions versus
Human Roles
Job
Descriptions
Activities
System
Components
versus Applications
Regulations,
Standards,
Policies,
Procedures, etc.
Data Collections
Data Model and
Data Flow
Alerts, KPIs
Alert and KPI
Management with
Dashboards
Hand-Offs
(In and Out)
An Activity
is initiated
by an Input
Hand-Off
(An Event)
Bill Bosler NING
27

28. JORD
RJORD
Yes, for Russia to “Leapfrog”
Performance, this is probably the
quickest and most Traceable Path
Federated
Triple Store
(TS)
Regulatory
KODEKS?
Standards
NING O&G
Regulations
Standards
...
PDF
To
TS
Corporate
Policies,
Procedures,
...
PDF
To
TS
SPARQL
End Point
Company
Information
0 Data Quality/
Validation Rules
Interact
with
ALL TS
Federated
Triple Store
Legacy
Systems
SPARQL
Knowledge
Knowledge
Worker
Worker
Federated
Data Store
New Capital
Projects
02 April 2013
uniSA
15926
Transform
1 Request
MIMOSA
CCOMML
IOMOG
Register
SPARQL
MIMOSA
CCOM-ML
Bill Bosler NING
2 Results
Results in Desired Form
Engineering
Management of
Change System
(EMoCS)
MES & Control
System
Configurations
28

29. Major Capital
Projects
02 April 2013
Continuous
Handover
Bill Bosler NING
Engineering
Management of
Change System
(EMoCS)
29

30. ISO TC 184 WG 6
Other Vendors may
also provide EMoCS
Emerson, Rockwell,
Schneider, etc. will
participate in next
round
02 April 2013
Bill Bosler NING
30

31. Governance
With Verification
Every Service
(Silo,
Application)
has Two
Primary Data
Feeds:
Common
Services
Case
Management
Portal (s)
Report Writer (s)
Equation Manager (s)
- KPIs
- OEE Equations
Alert Management System
Message Distribution Management
E-Log (see notes)
Overall Equipment Effectiveness (OEE),
- including CBM
Risk Monitoring System
...
Typical site has
over 200 Separate
Silos
Enterprise Service Bus (Solid Lines: Transactions; Dashed: Governance)
2.
Operational
Data Store
(ODS)
1.
Real-Time
Systems
Transaction
Systems
ODS
Real-Time Data Historians
OpenO&M
Ontology
- MIMOSA
- RDLs
- WITSML
- B2MML
The -Data Federation- ... Generic Service how to perform the Specific UA
JORD that tells the
- ...
- OPC
The Actual
Transactions
that the
Service
Processes (the
solid lines)
Actions for the Site, the appropriate “Codes”, and the Message Structures
PRODML
for Integration. This needs to be managed in ONE PLACE for the Site
Other Systems
02 April 2013
Bill Bosler NING
31

32. Monitoring and Analysis
Annual, Quarterly,.
& Monthly Security
Reporting
Gas Distribution
Field
Maintenance
A
HSE
Management
Supplier /
Customer /
Regulatory
Communication
Maintenance Schedule
Planning &
Scheduling
Pipeline
Coordination
Regulatory
Reporting,
Including
Environmental
Inventory
Management
Rolling 12
Week Plan by
Well and
Processes
Reservoir
Capacity
Planning
Performance
Management
Operations Management
Field Operations
& Process
Control
Truck
Coordination
Over/ (Short)
Mass, Volume, and Energy
Balances
2 Week Schedule
A
Daily
Maintenance
Coordination
Well / Field
Operations
Dispatch
Operations
Data Relationships
Calculation Engine
Real-Time Data Historian
a
a
Well Forecast
All WIP Data needs to be
stored in an ODS that
handles Future as Cases of
Scenarios with the same
data structure as Actual
02 April 2013
Enterprise Displays
Material
Management
“Now”
Operations Displays
Nominations
Dispatch Schedule
Corporate Reporting System
Contracts
Management
Rolling 2 Week Plan
Operations Reporting System
Business
(ERP)
1-5 years to Rolling 12 Week Plan
Logbook / Target
Board
KPI Reporting
and Alerting
Overall Equipment
Effectiveness
Well / Unit Performance
vs. Expectations
Laboratory
Control Systems &
Physical Process
Bill Bosler NING
Need to Predict Near-Term
Future to mitigate Potential
Challenges. End-of-Day
Dashboard during the day is
preferred to Shift Change Focus
32

33. sponsored by Open O&M, presented by MESA
 Information Service Bus Model (ISBM),:
standard method for interfacing with
different Enterprise Service Buses
 Common Interoperability Registry (CIR):
standard method for reconciling the
different names of objects between systems
Dave Emerson
Director, U.S. Development Center
Yokogawa
View Bio
02 April 2013
Register for
Integration Unleashed
Bill Bosler NING
Dennis Brandl
Founder and Chief Consultant
BR&L Consulting, Inc.
View Bio
33

34. 02 April 2013
Bill Bosler NING
34

35. 





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
Bill_Bosler@msn.com
+7 967 053 27 54 or +1 713 524 2465
02 April 2013
Bill Bosler NING
35

36. 


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/23
59715
02 April 2013
Bill Bosler NING
36