Importing From Known Data Sources
This tutorial covers the procedure for importing from known sources, such as IHS, Lasser, Drilling Info and more.
After completing this tutorial you will be able to:
- Identify the file types used for importing form the three major data sources
- Import files from known data sources into PHDWin
- Handle conflicts between incoming data and data existing in the PHDWin file
Exercise Files: - Right click and select "Save Target As" to save the file to your computer.
Known Data Sources
PHDWin can recognize file formats from several online and CD-based data sources such as IHS, Lasser and Drilling Info. There are also several other types of files that would qualify as a "known" file type. "Known" simply implies that there is a set, predictable layout to the incoming file, and that PHDWin has a defined import routine for that file. Because of this, known file types are the most simplistic of all imports.
Common Data Sources:
- IHS (Dwight's) - When downloading files from IHS, you should choose the 298 comma-delimited file type for download. The file should have the extension .98c
- Lasser - Another very common online data source, users should download the .PRN file for importing. This tutorial will use a .PRN file, and the example file may be downloaded from the previous page.
- Drilling Info - Drilling Info is another online data source. They have a downloadable file specific for importing into PHDWin. The file will have a .DRI extension.
Other Known File Types:
- Ogre Dump File - Converting data from Ogre to PHDWin requires an Ogre dump (.dmp) file. When creating the dump file in Ogre, be sure to choose the "for external use" option, as there are two dump file options.
- RSC Cashflow - This is a file from Ryder Scott Company's internal economics system.
Importing into PHDWin
Once the data file has been aquired, from whatever source, it can be imported into any existing PHDWin file. Note, if you want to make a new file out of the data, you must first create a new, blank project file, then import the data file.
The first step is to open the PHD Project File that the data is to be imported into. Secondly we open the Add/Import wizard to begin the import process.
The Add/Import Wizard can be found under Files - Import Data Create New Cases.
The Addd/Import Wizard is used to create new cases from scratch,
or to import data from any external source. For importing purposes, the user
selects the Import option button at the top of the window as pictured below.
The next step is to locate the file that is to be imported. Clicking the [...] browse button will open a window that allows you to browse your computer and locate the file to be imported.
Once the file has been selected you may use the remaining options on the page to add additional information to the incoming cases. The options allow you to apply an economic scenario, specify a default working and revenue interest, set the default country of origin, and even whether PHDWin is to apply an auto-fit projection to the incoming data.
Note: The options here will not overwrite the data to be imported, nor will they affect any cases in the database if the import is being used to update existing cases.
Whenever importing into a project file that already has cases
existing in it, this window will open, allowing you to specify what ID code
will be used to determine a matching case, as well as how to handle the overwriting
and appending of data for cases that do find a match.
The top section of this window is used to select the ID Code that is to be used to determine whether the incoming case already exists in PHDWin, or if it should be treated as a new case. This selection is based on the ID Code that is in Column A of the CSV file. So if the CSV file contains the API number, for instance, you would highlight API in this list.
NOTE: When the code is unknown, or non-existent in PHDWin, the imported data will create new cases. In those instances where that is the intention, and the incoming ID code is not intended to match an existing code choose "Retrieval Code" from the list.
The bottom section of this window is used to determine what data takes precedence if there is a match found for the incoming data in the existing PHDWin database. In the case of conflict the user can choose to overwrite the data that exists in the PHDWin file, or to ignore the incoming data and leave the data in the PHDWin file intact.
Once the Finish button is clicked, PHDWin begins importing the data from the file. If PHDWin finds an ID code from the file that does not have a matching code in the existing PHDWin file, the following window will open asking the user how to handle this case.
- Yes will create a new case in PHDWin out of the incoming data.
- Yes to All will automatically create a new case for unmatched IDs without prompting the user each time.
- No will skip any data associated with this ID and the case info will not be imported.
- No to All will skip this, and any other unmatched IDs without prompting the user each time.
Once PHDWin has brought in the data from the file, a window will open informing the user of the number of cases that had data imported to them. This count includes both newly created cases, as well as existing cases that were affected.