Describing the Well Explorer
3. Click OK. The attached document will appear in the Associated Data Viewer at the base of the Well Explorer
To Delete an Attached Document
1. In the Associated Data Viewer, select the attachment you want to delete.
2. Right-click and select Delete. If it is a Copied attachment, the document will be deleted. If it is a Linked attachment, only the link will be deleted from the database; the disk file will still exist.
Chapter 3: Using the Well Explorer
To Copy an Attached Document to Another Data Item 1. In the Associated Data Viewer, select the attachment you want to
copy.
2. Right-click and select Copy. In the Well Explorer, navigate to the desired data item (a Case, for example). Right-click and select Paste. (Or, drag and drop the attachment from one data item to another.) The Associated Data Viewer for that data item will display the copied attachment.
The Recent Bar
To save time, you can use the Recent bar to select a recently used Design, Case, or Catalog, instead of browsing for the desired item in the Well Explorer.
The Recent bar is usually displayed near the top of the application window along with the rest of the toolbars.
To display the list of recently used designs, cases, or catalogs, click on the drop-down list. Select the item you want to use from the list, and it will be displayed in the main window.
Displaying/Hiding the Well Explorer and Recent Bar
By default, the Well Explorer and Recent Bar are displayed. To toggle between displaying and hiding the Well Explorer and Recent Bar, select View > Well Explorer, or click the icon on the Database toolbar.
Refreshing the Well Explorer
Press the F5 key to refresh the Well Explorer.
Chapter 3: Using the Well Explorer
Positioning the Well Explorer
By default, the Well Explorer is normally found just below the menu bar, on the left side on the main window. However, the Well Explorer is
“undockable,” which means it can be moved around the application frame and adjusted to fit your needs.
To undock the Well Explorer, click anywhere on the Well Explorer’s light gray border and drag it away from its present position. When the toolbar is attached to any edge of the application frame (such as the menu bar) and then moved away from it, its border changes. At this point you can release the mouse button. The Well Explorer resides in a palette window that “floats” above the application frame. You can move the Well Explorer to another portion of the screen by clicking anywhere in its light gray border or title bar and then dragging it.
To re-dock the Well Explorer, drag it to any edge of the application frame. When the Well Explorer approaches a valid docking position, its border suddenly changes, at which point you can release the mouse button.
Tracking Data Modifications
You can track modification of data using the Audit tab on the Properties dialog for each data type (using the Well Explorer, right click on Company, Project, Site, Well, Wellbore, Design, Case, Catalog,
Chapter 3: Using the Well Explorer
Wellpath, Pore Pressure, Fracture Pressure, Geothermal Gradient, Hole Section, Assemblies, or Fluids, then click the Audit tab).
Drag and Drop Rules
"Drag and drop" in the Well Explorer functions somewhat like the Microsoft Windows Explorer. You can use drag and drop to copy Companies, Projects, Sites, Wells, Wellbores, Designs, Cases, as well as associated data items and attached documents.
All drag and drop operations copy the data; data is never cut or moved.
z To copy - Drag and drop the item to copy it from one location and paste it into another. The item and all associated data will be copied and pasted.
This information indicates who created the company, project, site, well, wellbore, design, etc. Also displayed is the date the item was created as well as the application that was used to create the item.
This information indicates who modified the company, project, site, well, wellbore, design, etc. Also displayed is the date the item was modified as well as the application that was used to modify the item.
Type comments as desired to assist with tracking the use of the software. New
comments are appended to existing comments.
Chapter 3: Using the Well Explorer
You can drag and drop associated items (Wellpaths, Pore Pressures, Fracture Gradients, Geothermal Gradients, Hole Sections, Assemblies, etc.) into open Designs or Cases from the Associated Data Viewer at the base of the Well Explorer. The application will automatically update itself with the copied data.
Some rules:
z You cannot drag and drop an Actual Design. However, if you copy a Wellbore, any Actual Designs under that Wellbore are copied.
This is also true for copying done at the Well, Site, Project, and Company level.
z You cannot drag a Wellpath from the Associated Data Viewer into an Actual Design.
z If you drag a Planned or Prototype Design to a different Project, targets will not be copied with the Design. As a result, the plan will no longer have any targets associated with it.
z Depending where a Design sidetrack Wellbore is dropped, Plan and Survey tie-on information may be lost, and as a result, survey program may be missing information.
z (COMPASS only) If a Survey is dropped onto a Wellbore or Actual Design in another Company, the Survey will lose its tool
information.
z You cannot drag and drop Catalogs. Instead, you must use the right-click menu Copy and Paste functions
Well Explorer Right-Click Menus
When you click on something in the Well Explorer (a Well, Design, etc.), right-clicking brings up a menu of options pertinent to that
Chapter 3: Using the Well Explorer
hierarchical level. The options on each hierarchical level are discussed below.
Working at the Database Level
When a Database is selected on the Well Explorer, the following right-click menu items are available:
New Company (Database Level)
To create a new company, select the database canister and right-click;
Command Description
New Company Choosing this option displays the Company Properties dialog.
(page 64)
Instant Case Use Instant Case to quickly create a new case. Choosing this command displays the Instant Case dialog box, which allows you to quickly select the hierarchy you want -
Company, Project, Site, Well, Wellbore, Design, and Case- from drop-down lists of existing database entries. After making your selections, click OK to create the Case. (page 65)
Export Use Export to make a copy of all libraries and write them to an XML file. This XML file can be sent to another user so that they can use any libraries you may have created. (page 66)
Import The Import command allows you to import .xml files, libraries, and workspace files into the database that was exported using the Export command. See “Import (Database Level)” on page 66 for more information. (page 66)
Properties The Properties command allows you to specify the real-time configuration information for the database.
Well Name Choosing this option displays a sub menu from which you can select how to name the wells in your project. (page 67) Wellbore Name Choosing this option displays a sub menu from which you can
select how to name the wellbores in your project. (page 68) Refresh Use this command to refresh (update) the Well Explorer tree
with any changed information. Pressing the F5 key is another way to refresh. (page 68)
Expand All To expand all levels below the Database level. (page 68) Collapse All Use this command to collapse all levels below the Database
level. (page 68)
Chapter 3: Using the Well Explorer
Instant Case (Database Level)
Use this dialog to quickly and easily create the hierarchy required to start a case, from the company all the way down to the design. This allows you to enter minimal information and the effort of going through the individual property dialogs at each level of the hierarchy.
If you want to “lock” the data and prevent changes to the company-only data, set the Company Level
password; to prevent changes to the company data and all levels below it, set the Locked Data password.
Toggle “Company is locked:” on after setting passwords.
Select the Company, Project, and Site from the drop-down list of existing companies, projects, or sites. You can also enter a new name for the data level.
Enter the name of the Well, Wellbore, and Plan.
Specify datum information.
Chapter 3: Using the Well Explorer
Export (Database Level)
The Export command allows you to export all libraries (fluid and string) that you have created to an xml file. You can provide the xml file to another user. That user can import the file containing the libraries and can then use the libraries you created. Refer to “Using Libraries” on page 148 for more information.
Import (Database Level)
The Import command allows you to import a .xml file containing data, libraries, or workspaces into the database that was exported using the Export command. If the import file contains analysis data, the entire hierarchy of the Well (Company, Project, and Site, and well as any child data, such as Wellbore, Design, etc.) are included in the file.
When you select Import, the Import well dialog opens, prompting for the XML filename to import. Type the filename, or browse for the file.
Click Open. The Well hierarchical data will be imported into the EDM database.
Properties (Database Level)
Use the Properties command to access the Real-Time Configuration tab.
This tab is used to specify real-time mnemonics for log curves that are going into the EDM database via OpenWire for use in real-time Torque and Drag/Hydraulics analyses in WELLPLAN. When you set the real-time configuration properties at the database level, every company within the database will inherit those real-time properties. However, you can change the real-time properties for an individual company within the database by right-clicking on the company and selecting Properties
> Real Time Configurations tab.
Real-Time Configuration Properties...
You must have correctly specified log mnemonics prior to initiating data transfer using OpenWire. If the mnemonics are not correctly specified, the data transfer will not occur.
Chapter 3: Using the Well Explorer
Well Name (Database Level)
Choosing this option displays a sub menu from which you can select how to name the wells in your project. The options are:
z Common Name - Short/abbreviated well name given to well for day-to-day reference.
z Legal Name - Formal well name assigned for documentation purposes.
z Universal Identifier - A coded well name that varies from region to region.
Note: You can choose only one of the naming options Common Name,
Real-Time Mnemonics are Case Sensitive...
Real-time mnemonics are case sensitive. Be sure to type them into the Real-Time Configuration tab just as they will appear in the WITSML 1.2 data from your service provider.
Mnemonics are case sensitive! Be sure to type them just as they will appear in the WITSML 1.2 data.
Chapter 3: Using the Well Explorer
Wellbore Name (Database Level)
Choosing this option displays a sub menu from which you can select how to name the wellbores in your project. The options are:
z Common Name - Short/abbreviated well name given to well for day-to-day reference.
z Legal Name - Formal well name assigned for documentation purposes.
z Universal Identifier - A coded well name that varies from region to region.
Note: You can choose only one of the naming options Common Name, Legal Name, or Universal Identifier.
Refresh (Database Level)
Use this command to update the Well Explorer tree to show any additions, changes, and deletions.
Expand All (Database Level)
This command expands all nodes below the selected level in the Well Explorer tree.
Collapse All (Database Level)
This command collapses all nodes below the selected level in the Well Explorer tree.
Working at the Company Level
In the Well Explorer, when you right click on a company, the right click menu displays the following choices:
Command Description
New Project Create a new project for the selected company (page 69).
Chapter 3: Using the Well Explorer
New Project (Company Level)
To create a new project, select a Company and right-click; select New Project. The Project Properties dialog opens.
The fields and controls on the Project Properties dialog are explained in detail on page 77.
Paste Paste copied company information from the Clipboard (page 70).
Rename Activates the selected data item in the Tree, enabling you to edit the name. (page 70)
Delete Delete the selected company and all associated child information (page 70).
Export Export the selected company’s hierarchical information to an XML file (page 71).
Properties View or edit the selected company’s properties (page 71).
Expand All To expand all levels below the company level in the Well Explorer (page 74).
Collapse All Collapses all levels below the company level in the Well Explorer. (page 74)
Chapter 3: Using the Well Explorer
New Attachment (Company Level)
Use this dialog to associate a document or picture (Word, Excel, text file, JPG, etc.). Document can be of any type with a recognized extension.
Paste (Company Level)
Use this command to paste (insert) the contents of the Clipboard at the location currently selected in the Well Explorer.
In order for this function to be effective you must have Copied (saved) company data to the Clipboard.
Rename (Company Level)
Use this command to rename the item. You can also rename the data hierarchy item by highlighting it and the clicking once on it. Type the new name in the box that appears around the current name.
Delete (Company Level)
Use this command to remove the selected Company from the database.
A confirmation box will open, asking if you are sure you want to delete
Check the Save attachment as a link/shortcut only box if you want to save the attachment as a link only. If you check this box, only the link to the disk file is stored in the database. Any edits you make are saved to the original disk file. You can edit the document directly from the Well Explorer, or you can edit the disk file from its disk location; the changes are reflected in both places. In the Associated Data Viewer, the icon representing a Linked document is shown as a paperclip with a small arrow in the lower left corner.
Use the Browse button to navigate to the location of the file. If you
Chapter 3: Using the Well Explorer
Export (Company Level)
Use this command to export the selected Company’s data in XML format. Includes any child information associated with the Company. A dialog will open, allowing you to supply a directory and filename for the XML file.
Properties (Company Level)
Selecting this command allows you to view or edit Company properties. The Company Properties dialog opens.
Company Properties Dialog
The Company Properties dialog is used to create a new company and to provide information regarding creation and modification of the
company. This dialog contains three tabs: General, Real Time Configuration, and Audit.
General Tab (Company Properties Dialog)
Use to specify a unique company name that identifies the company, and to provide additional information related to the company. This tab is also used to lock the company and/or associated data to protect against undesired changes to the data associated with the company. A company
Chapter 3: Using the Well Explorer
The following fields are present:
Details
• Company—Type the name of the company. The company name uniquely identifies the company, and no two companies can have the same name.
• Division—Type the division of the company.
• Group—Type the company group.
Contact
• Representative—Type the name of the company representative.
• Address—Type the company’s address.
• Telephone—Type the telephone number of the company or the company representative.
Company is Locked Checkbox
Check this box to prevent editing of the company data. If this box is checked and either a Company Level or Locked Data password has been specified, you will be prompted for the password before you can uncheck this box.
Passwords
• Locked Data—Click to specify a password to “lock” all data associated with the company, including all projects, sites, wells, wellbores, scenarios, and cases.
To change the locked data password: go to the Well Explorer and right click on the Company, select Properties, select General tab, and then click the Locked Data password button. Enter the old password and the new password (twice), then click OK.
If the “Company is locked” box is checked...
you will not be able to edit any of the fields.
Chapter 3: Using the Well Explorer
• Company Level—Click to specify a password to “lock” only the company data. The company level password is only active if the
“Company is locked” box is checked on the Company Properties >
General tab.
Real Time Configurations Tab
Use the Real-Time Configuration tab to specify real-time mnemonics for log curves that are going into the EDM database via OpenWire for use in real-time Torque and Drag/Hydraulics analyses in WELLPLAN.
When you set the real-time configuration properties at the company level, only this company within the database will inherit those real-time properties. You can specify real time configurations for all companies within the database at the database level. Refer to “Properties (Database Level)” on page 66.
Real-Time Configuration Properties...
You must have correctly specified log mnemonics prior to initiating data transfer using OpenWire. If the mnemonics are not correctly specified, the data transfer will not occur.
Real-Time Mnemonics are Case Sensitive...
Real-time mnemonics are case sensitive. Be sure to type them into the Real-Time Configuration tab just as they will appear in the WITSML 1.2 data from your
Chapter 3: Using the Well Explorer
Audit Tab (Company Properties Dialog)
Use Audit Tab to display when the company was created and to identify the last modification date as well as the person that modified the data.
The Audit tab fields are detailed in “Tracking Data Modifications” on page 61.
You can re-open the Company Properties dialog at any time to view or edit the data by right-clicking on the company name in the Well Explorer and selecting Properties from the right-click menu.
Expand All (Company Level)
Select this command to expand all nodes in the Well Explorer below the selected Company.
Collapse All (Company Level)
Select this command to collapse all nodes in the Well Explorer below the selected Company.
Chapter 3: Using the Well Explorer
Working at the Project Level
In the Well Explorer, when you right click on a project, the right click menu displays the following choices:
Command Description
New Site Create a new site for the selected project (page 76).
New Attachment
Displays the Attachment Properties dialog. Refer to “New Attachment (Company Level)” on page 70 for more information.
Copy Copy the selected project data to the Clipboard (page 76).
Paste Paste copied project information (page 76).
Rename Activates the selected data item in the Tree, enabling you to edit the name. (page 77)
Delete Delete the selected project and all associated child information (page 77).
Export Export the selected project’s hierarchical information to an XML
Export Export the selected project’s hierarchical information to an XML