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Asset Utilities

Overview

The Asset Well Utility uses industry data (from IHS or gDC data hub) to:


After the required setup and implementation has been completed, with help from P2, the utility steps can be run.   

Prerequisites

To implement and use Asset Utilities for Wells, the following must all ready be in place:

Steps to Run Asset Utilities for Wells

Asset Utilities are found in Qbyte CS Land under User Processes > Asset Utilities > Wells.  If you do not see this menu option, check with your System Administrator as you may not have the correct security roles.

For the best results, it is recommended the Asset Utilities steps are run in the following order: 


Accessing Asset Well Utility

Access under menu option User Processes → Asset Utilities → Wells

Run Extract Public Data

Well data is downloaded from the industry source (IHS or gDC) and is compared to existing wells. New wells are also found.  This step can take a while depending on your company size. The Extract can be skipped if the review of the wells has not been completed from the last time the extract was run. Do not run this step if you have accepted wells but have not done the Update step as the wells will be moved back to the pending New Well folder if the public data is run again. Validate is automatically run along with the Extract step.

Run Error Summary

The Error Summary will list all (New and Updated Wells) distinct errors.

  • Correct Errors: in either the Translate table or the Validation tables.

Run Validate Step

This step will verify the public data to the Translate and CS Land validation code tables. Running the Validate step moves any accepted new wells and accepted update wells into the accepted folders. If Code table or errors on new wells will appear in the error summary when the new wells are in the accepted folder

  • Rerun the Error Summary report and Validate steps as many times as necessary to ensure there are no code table issues or errors. Once there are no errors, proceed to the Review step.

Review Wells

Open up the Update and New Well Lists to accept or ignore the well updates.

Run Validate Step

Running the Validate step at this point, will move any accepted new wells and accepted update wells into the accepted folders and capture any errors on any new wells or updated fields that were previously set to Pending. If Code table or errors exist on new wells they will appear in the error summary when the new wells are in the accepted folder.

  • Rerun the Error Summary report and Validate steps as many times as necessary to ensure there are no code table issues or errors. Once there are no errors, proceed to the Update step.

Run Update

The Update will update the CS Land Well module for Wells with no errors. Normally, this step would not be run until after you have reviewed your Updates and/or New Wells in the Review process.

The Update step will:

  • Update the fields in the CS Land Well module for the wells that are accepted and in the Update Wells folder 

  • New accepted wells will be added to the CS Land Well module.  If “Relate File” functionality was used, wells will get linked to the lease subs.

  • New Ignored wells will be added to the Ignore Wells table.

Run Reports

At a minimum, it is recommend to run these two reports at the end of the process.  Additional reports are available and listed below.

  • Run New Wells Added report: This will show all new wells added to the Well module.

  • Run Well Updates report: This will show all fields that were updated on a well.

Save report as a PDF or XPS and save to an Excel file for future (audits) reference.  Hint: Add a date stamp to the file name “ddmmmyyy” to easily identify the specific run in the future if required.

Reports

There are additional optional reports that can be run:

Error Summary

Well Errors

New Wells Added

Well Updates

CS Wells not in Public Data

Run Statistics

Well Audit Report


FAQ

How do I fix code table issues in the Error Summary Report?

How do I Know if a Code Should be Added to the Translate Table in the Well Asset utility or to a Qbyte CS Land Code Table?


Setup and Configuration

Server INI - Public Data Provider/Link

In order for the Well Asset Utility to access industry data, the Admin Update Server Ini needs to be updated with the proper information.

Security Access

The user running the process must be given access to the processes USER.ASSETUTILITIES and USER.ASSETUTILITIES.WELLS.  It is recommended to create a new security group i.e. WELLUTIL and add as a secondary group to applicable users.

Well Utility Admin

When the Well Utility window is open, click the Admin button to access the different Admin tabs.  After the initial setup has been completed, the only time the Admin button is used is to add translation codes that are missing or if load rules need to be changed.

Note:  It is recommended that any changes to the Control Table or Load Rules be discussed with the Qbyte CS Land help desk.

Control Table

The Control Table will list out all tables and columns that exist within Qbyte CS Land and if and how the column will get updated by the Asset Well Utility.


The grid below shows the functionality of the different columns. 

Column

Values

Description

Comment

Table

N/A

This will either be the CS W_DETAIL1 or W_DETAIL2 table



Column/Well Source Column

N/A

This is the column name in the W_DETAIL1 or W_DETAIL2 table.

Anything that is bold on the screen is a mandatory field.  See chart below where mandatory are highlighted in green.

All fields in the W_DETAIL tables are included even though some cannot be updated by the utility.

Include

Yes, No

If Yes is selected then the field will be updated by the Asset Utility

If the chart below says Optional then the field is not mandatory and you can either select Yes or No.

If the chart below says Mandatory then Yes must be selected.

If the chart below says No, then No should be selected. The field cannot be updated by the utility, highlighted in yellow.  Note: If Include = No and Preference = 'Use CS*', updates are still excluded.

Translate

Yes, No

If Yes is selected, Translate table or CS code tables are used as a cross-reference to populate the correct code

Used to indicate whether or not to translate data in this column before putting the value into CS Land.  Only columns flagged by Yes will be translated regardless of the entries in the translate table (N will ignore any entries in the translate table)

Use the chart below to determine if Yes should be used.  If there is a Yes* in the chart below then the Load Rules tab will determine if a translation of codes is done.

Many of the industry source fields are dates, numbers, or text so a translation is not required.

Update Preference

Use Source, Use CS or Manual Review

If include is Yes then this will indicate how the column will be updated. Mandatory non Industry fields would use CS as the source and default values are required

This flag is to indicate the user preference on any updates.

If Use Source, it will always update CS Land with the source data or set to the Default.  Note: non operated wells default to Use Source.

If Use CS, it never updates and always uses the input from CS Land or set to the Default

If Manual review is selected, it will show the proposed update and allow the user to Accept or bypass (default is bypass)

Audit

Yes or No

Fields can be audited by selecting Yes

This flag is to indicate if an audit record is to be kept for this column.

Reports can be used to show the old and new values for any audited fields

Default Value

Null or has a value

See the grid below for Mandatory fields

Default values are used on new wells only and are used mainly for Mandatory fields if there is no data in the industry source. I.e. Admin Company, Area, Division, etc.  But can be used on any column.

There are fields that are mandatory that cannot be sourced from industry data so default values are required. This will show Use CS* as the Update preference in the chart below.

Table defaults are setup by P2 but can be changed to meet client business requirements.

    


Table

Column

Include

Translate

Update Preference

Default Value

w_detail1

abandoned_date

Optional

No

Use Source

w_detail2

accounting_project

No

No

Use Source

w_detail1

admin_company

Mandatory

No

Use CS*

Default Required

w_detail1

area

Mandatory

No

Use CS*

Default Required.  Suggest WELLUTIL

w_detail2

bounds

Mandatory

No

Use Source

Suggest 0

w_detail2

bounds_direction

Mandatory

No

Use Source

Suggest E

w_detail1

completion_date

Optional

No

Use Source

w_detail1

confident_flag

Mandatory

No

Use Source

Suggest N

w_detail2

contract_operator

No

No

Use Source

w_detail1

direction_drilled

Mandatory

No

Use Source

Suggest N

w_detail1

district

No

No

Use Source

w_detail1

division

Mandatory

No

Use CS*

Default Required.  Suggest WELLUTIL

w_detail2

dsu

Mandatory

No

Use CS*

Suggest 0

w_detail2

dsu_uom

Mandatory

No

Use CS*

Suggest H

w_detail2

expiry_date

No

No

Use Source

w_detail2

facility

No

No

Use Source

w_detail2

field

Optional

Yes*

Use Source

w_detail1

file_status

Mandatory

No

Use CS*

Suggest WELLUTIL

w_detail1

govern_agmt_oper

No

No

Use Source

w_detail1

government_status

Optional

Yes

Use Source

w_detail2

govt_unit_code

Optional

Yes

Use Source

w_detail2

ground_elevation

Mandatory

No

Use Source

Suggest 0

w_detail1

injection_date

Optional

No

Use Source

w_detail2

kelly_bushing_elev

Mandatory

No

Use Source

Suggest 0

w_detail2

lahee_class

Optional

No

Use Source

w_detail1

last_prod_date

Optional

No

Use Source

w_detail1

lessor_type

No

No

Use CS*

w_detail2

licence_date

Optional

No

Use Source

w_detail2

licence_number

Optional

No

Use Source

w_detail2

metes

Mandatory

No

Use source

Suggest 0

w_detail2

metes_direction

Mandatory

No

Use Source

Suggest N

w_detail1

on_production_date

Optional

No

Use Source

w_detail1

payout_date

No

No

Use Source

w_detail1

Penalty

Mandatory

No

Use CS*

Suggest N

w_detail2

plug_back_depth

Mandatory

No

Use Source

Suggest 0

w_detail2

Pool

Optional

Yes*

Use Source

w_detail2

producing_zone

Mandatory

Yes

Manual Review

Suggest UNDEFINED

w_detail2

projected_depth

Mandatory

No

Use Source

Suggest 0

w_detail2

Reserve

No

No

Use Source

w_detail1

rig_release_date

Optional

No

Use Source

w_detail1

shutin_date

No

No

Use Source

w_detail1

shutin_reason

No

No

Use Source

w_detail1

spud_date

Optional

No

Use Source

w_detail1

status_date

Mandatory

No

Use CS*

Suggest sysdate

w_detail2

surface_location

Optional

No

Use Source

w_detail2

target_zone

Optional

Yes

Use Source

w_detail2

total_depth

Mandatory

No

Use Source

Suggest 0

w_detail2

total_depth_zone

Optional

Yes

Use Source

w_detail2

true_vert_depth

Mandatory

No

Use Source

Suggest 0

w_detail2

unit_of_measure

Mandatory

No

Use CS*

Suggest M

w_detail1

well_licensee

Mandatory

Yes

Manual Review

Suggest WELLUTIL

w_detail1

well_name

Mandatory

No

Manual Review

Suggest UNKNOWN

w_detail1

well_status

Mandatory

Yes

Manual Review

Default required.  Suggest WELLUTIL

w_detail1

well_status_date

Mandatory

No

Manual Review

Suggest sysdate

w_detail1

well_type

Mandatory

Yes

Manual Review

Default required.  Suggest WELLUTIL


Exclude Units Tab

Enter unit codes into this table for new unit wells that are not to be populated in the Well module.  This will exclude any new wells with the government unit code.  When the code has been entered, the Well Asset Utility will no longer display the new unit wells for this unit in the New Wells folder.

An example of when the exclude unit functionality would be used is when a unit has been sold and you no longer want new unit wells added.  Note: Unit code must exist in the CS Land Unit code table even if to be ignored.  This will be a company by company business decision.


Ignore Wells Tab

Wells entered into this table will not come into the Utility process unless they are de-selected.  Users can manually maintain this table to ignore wells from source for various reasons.

Note: The Ignore Wells functionality only ignores new wells from being added. You cannot use the ignore wells for Update Wells.

Also, Wells set to Ignore in the Review process will automatically be added to this table after the Update step is run. 


Translate Tab

The Translate table is used to cross-reference the industry source code to the corresponding CS Land code.  This table is setup initially by P2 during the implementation.  Customers may need to add codes if errors are encountered when running the Utility process. 

The tables below should be added to the Translate table (other codes can use the CS Land code tables):

Optionally, CS Land codes can also be used for the following codes:

Note: There is a setting in Load Rules that will automatically load Field and Pool codes into the CS Land code tables.  The Lahee_class field is not required in the Translate table because the field is a text field.

The Translate flag in the Control Table must be set to Yes before any translation is done on the source values.


Source Operator Tab

This table contains the “Licensed” vendor codes of the customer. Codes in this table will be considered operated wells. All other licensed codes will be considered non-operated. Codes in the table are from the third party source.  This table is setup initially by P2 during the implementation. 

Note: Prefix of "SRC" is added to front of Licensee, this is automatically added to Business Associate codes in the preliminary extract process to ensure all BA codes are translated.  With the prefix, it is possible that codes could match from source to CS but mean entirely different business associates.  Cross referencing the SRC codes to actual CS Land business associate codes will be done in the translation table.


Load Rules Tab

This tab can be used to: