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Energy Industry Profile An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas

An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

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Page 1: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

Energy Industry Profile An Update from the

Metadata Work Group

May 1, 2012

PUG Conference 2012

Houston, Texas

Page 2: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

Metadata Work Group

Outline

• Metadata Initiative Background / EIP Overview

• 2012 Release of EIP V1.0

• EIP Roadmap

• Energistics Geoportal Demonstration

• Esri Software Customizations to Support EIP V1.0

2

Page 3: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

Background: Business Driver & Goal State

Business Driver • 40% of staff time devoted to finding, retrieving, and verifying information, while

data volume is growing at 60-80%/yr and need for integrating distributed,

diverse resources is increasing

Goal State: Realize metadata standards and guidelines which enable stakeholders in the

energy industry (“the community”) to effectively and efficiently discover,

evaluate, and retrieve structured and unstructured information resources.

Support both proprietary data management needs, and exchange of data

between and within organizations.

Leverage existing open standards to encourage adoption within the

community and integration into the business, and exploit existing

organizational resources needed for governance and long-term

maintenance.

3

Page 4: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

Background: Scope Facets

1. Application usage:

Discovery, evaluation and retrieval of information resources distributed across

the community

2. User community:

Anyone cataloging, searching, evaluating or accessing information with value

to members of the energy industry:

Energy companies & consortia

Data & Information providers

Software vendors

Government agencies & Academia

3. Resource types:

Initial focus on structured and unstructured information resources which have

associated spatial coordinates:

Geospatial data sets & web services

Mapping, Interpretation & Modeling project data sets

Physical resources with associated location

4

Page 5: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

EIP-compliant

Catalog

External

Metadata

Catalog

Externally Harvested (Commercial,Gov’t,

& Academic)

Partner &

Subscription

Delivered

Structured

resources

Unstructured

resources

Application

Managed

Internally

Harvested

Background: Vision for Industry Metadata Exchange & Use

5

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Legend

: Metadata exchange

via EIP standard

________

________

________

________

________

_____

Page 6: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

Initiative Participants

AAPG

Apache

Boise State Univ.

Carbon Lifecycle Technology

ConocoPhillips

DCP Midstream

Deloitte Services LP

Devon Energy

ETL Solutions

Exprodat

ExxonMobil1

First American Spatial Solutions

Flare Solutions

Fugro Robertson

Geoscience Australia

Geosoft

Ies Brazil Consulting & Services1

IHS Energy

Maersk Oil1

New Century Software

North West Geomatics

Oracle1

ORNL

P2 Energy Solutions

PEMEX

PennWell

PetroWEB

Pioneer Natural Resources1

PPDM1

Priemere Consulting Group

SAS Global Oil & Gas

Schlumberger1

Shell1

Univ. of Auckland, NZ

Virginia Dept of MM&E

Wood Mackenzie

Dave Danko, ESRI

Lisa Derenthal, Gimmal

Alan Doniger, ACD Consulting Solutions1

Scott Hills, Chevron1

Hari Koduru, Energistics

Steve Richard, USGIN, AZ Geol Survey1

Steering Team Active Participants (SMEs)

1 Energistics member; Bold: Contributed initial EIP requirements,

Feedback about v1.0 Release Candidate

Asset/Data Management SIG

Metadata Work Group

Energistics

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Page 7: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

Key External Engagements

USGIN Project • Joint project of U.S. Geological Survey and all 51 U.S. State Geological Surveys

• Steve Richard (AZ State Geol. Survey) on Work Group Steering Team, contributing

significant technical input

ISO/TC 211, 19115 Revision Project • Energistics granted Class A Liaison status to ISO TC 211

• Metadata Work Group on ISO 19115 Revision Project Team & Editing Committee

• Contributed several enhancements to ISO/DIS 19115-1 important to the Energy

Industry Metadata Initiative vision

ISO/TC 211, 19115-1 XML Encoding Project • Energistics submitted New Work Item Proposal for XML encoding of ISO 19115-1

• Invited Dr. Ted Habermann (NOAA) to fill Team Lead role

• Steve Richard representing Metadata Work Group on Project Team

NOAA/National Geophysical Data Center • Accepted key role in proposed EIP Prototype Project

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Page 8: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

EIP builds on established ISO 19115 standard

Our approach leverages existing

standards -

• ISO 19115 metadata standard for

geographic information –

internationally accepted

• Existing profiles:

– North American Profile (NAP)

– European INSPIRE guidelines

– ANZLIC - Australia, New Zealand

– USGIN profile – AASG/USGS

• Use same approach to deliver a

“Energy Industry Profile” built on

these

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Page 9: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

Overview of EIP Specification

9

Leverage existing standards • ISO 19115 (content model)

– and ISO 19139 (XML encoding)

• Existing profiles of ISO 19115 – ANZLIC Profile (Australia, New Zealand)

– European Union INSPIRE guidelines

– USGIN Profile

… to Deliver

• Energy Industry Profile of ISO/DIS 19115-1

and ISO 19115-2 v1.0

– ISO Conformance Level 1 Profile designed to

enable community interoperability

• 125 pp. Specification Document includes:

– Normative Specifications

– Implementation Guidelines

– Selected XML Encoding Examples

Page 10: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

EIP Design Basis

Anticipating need for automated processing of large numbers

of metadata records, - and to simplify development, implementation, and maintenance of

supporting software –

EIP v1.0 • identifies Three Classes of

Information Resources, and

decomposes them into Five

Groups of Metadata Elements

• maps different combinations

of Metadata Element Groups

to MD_Scope codelist values,

and thus the metadata confign

- e.g., “dataset” value identifies a

Geolocated Digital Product

10

Page 11: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

Key Metadata Packages

Portrayal

Catalogue

Constraint Content

Distribution

Citation &

Responsible

Party

Metadata

Extension

Reference

System

Extent

Units of

Measure

Spatial

Representation

Key packages

are highlighted

Application

Schema

Maintenance

Lines between packages are ‘uses’ dependencies

Metadata

Entity

Identification Data Quality

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Page 12: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

EIP Roadmap

PUG

EIP v1.0 Release Candidate Development

2010 2011

Community

Review

ISO/DIS 19115-1 Release

EIP v1.0

Updates: ESRI UC

EIP v1.0 Release Candidate

ISO 19115-1 Revision Drafts (WD0, WD1, CD, DIS)

AGU

Stakeholder Webinars

2012

ISO 19115-1 XML Encoding TS

Initial Workable XML Encoding

Pilots

EIP Prototype

EIP v1.1

OGC TC Mtg

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Page 13: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

EIP-compliant

Catalog

External

Metadata

Catalog

Externally Harvested (Commercial,Gov’t,

& Academic)

Partner &

Subscription

Delivered

Structured

resources

Unstructured

resources

Application

Managed

Internally

Harvested

Recap: Vision for Industry Metadata Exchange & Use

13

_________

_________

_________

_________

_________

______

_________

_________

_________

_________

_________

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_________

_________

______

_________

_________

_________

_________

_________

______

_________

_________

_________

_________

_________

______

Legend

: Metadata exchange

via EIP standard

________

________

________

________

________

_____

Page 14: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

EIP-compliant

Catalog

External

Metadata

Catalog

Externally Harvested (Commercial, Gov’t,

& Academic)

EIP Prototype Project

14

_________

_________

_________

_________

_________

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_______

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Search

Editing

Harvesting

Service Interface

Project Focus

Page 15: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

EIP Prototype Project

Objectives • Implement an Energistics-managed, EIP-compliant Catalog &

Search System – Based on Esri Geoportal Server

• Establish a Network of 3-4 Systems Demonstrating Discovery of

Distributed Resources

Contributors – Energistics

– USGIN

– NOAA

– USGS

– Esri

– U. of Colorado/CIRES

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Page 16: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

EIP Prototype Project –

Deliverables

16

Minimum 1. EIP-compliant Geoportal installation

2. XSLTs for harvesting FGDC, ISO 19115:2003 metadata

3. Compliance validation utility (Schematron)

4. Vocabulary web service for code lists

5. EIP-compliant metadata editor

6. Documented changes needed to EIP v1.0

7. Community workshops and webinars

Optional (subject to Sponsor support) or Phase 2

• Outline of design for non-Geoportal implementations

• .NET assembly for developers

• Tutorial documentation

Page 17: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

EIP Geoportal - Search Feature

Out of the box

features, no

customization

Page 18: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

EIP Geoportal – Metadata Details View

Page 19: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

EIP Geoportal – Metadata Details View (2)

• Task: update

presentation of full

metadata record

• Key content at the top

of the listing:

– Title

– Abstract

– Access constraints

– Distribution

Page 20: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

EIP Geoportal - Setup Harvest

Page 21: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

EIP Geoportal - Creating Records

• Create records

through UI

• Upload from

files (single

records)

• Harvest from

network

– WAF

– CSW

– ….

Page 22: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

EIP Geoportal - Editor Configuration

• Can configure for

various metadata

profiles

• Task: Add EIP ISO

profile to list

– Dataset

– Service

– Physical resource

Page 23: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

EIP Geoportal - Editor Features

• Tabs for metadata sections

• Automatically calculated

values

• Default values

• Pick lists

Page 24: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

EIP Geoportal - Harvest from Variety of Sources

• Metadata has

to be in known

format

• EIP geoportal

will harvest

ISO19115 and

FGDC XML

Page 25: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

Geoportal - Catalog Service (CSW)

• Geoportal windows we’ve been looking at are the

canned, out of the box interface

• Important function of catalog is the service

interface

– Allows queries from other clients using a variety of

protocols (openSearch, OGC CSW, ESRI REST)

– Responses in various formats (csw:record, EIP ISO,

atom…)

– Opportunity for others to build search interfaces

– Records in catalog may be harvested

Page 26: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

Geoportal – Output Formats

• Other output formats available

via ESRI REST API

Page 27: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

Geoportal - Atom Response in Web Browser

http://....org/geoportal/rest/find/document?searchText=Kentucky&f=atom

Page 28: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

CSW request, XML response

Page 29: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

Custom Search Client using CSW

Page 30: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

Search from USGS National Map

Page 31: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

EIP Prototype Contributors

• University of Colorado Role

– XSLT for FGDC to EIP ISO

– XSLT for ISO(2006) to EIP ISO

– Schematron rules for validation

• Esri Role

– ESRI Product Support for EIP

– Prototype Tasks

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Page 32: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

EIP Prototype Project –

Esri Custom Tools

• Esri Geoportal Server

– Identify, validate, and create EIP v1.0 metadata

• Implement U. of Colorado/CIRES Metadata Transform Capabilities

– Geoportal transforms ISO 19115/FGDC metadata to EIP v1.0

• Search Prototype Project catalogs from ArcMap

• Use ArcCatalog 10 to view, create, and export EIP v1.0 metadata

• Assist Energistics making tools publically available

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Page 33: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

EIP Prototype Project –

Community Workshops and Tech Transfer

• Geoportal Technology Transfer to Energistics

• First Energy Community Workshop

• Second Energy Community Workshop

• Follow-on Training Webcast

XML

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Page 34: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

EIP Prototype Project –

Online EIP v1.0 Geoportal Metadata Editor

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Page 35: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

EIP Prototype Prototype –

Transform existing metadata to EIP v1.0 & publish

Transform

• ISO/FGDC

• Becomes EIP v1.0

Validate

• Transformed metadata validated against EIP v1.0 rules

• Passes or Fails validation

Publish

• Valid, approved EIP 1.0 MD is published

• Invalid is saved as ‘Draft’

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Page 36: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

EIP Prototype Project –

Search Project Catalogs from ArcMap

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Page 37: An Update from the Metadata Work Group - Energistics · 2017. 9. 27. · An Update from the Metadata Work Group May 1, 2012 PUG Conference 2012 Houston, Texas . Metadata Work Group

Use ArcCatalog

to view, create,

& export EIP v1.0

metadata

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