Creating Custom Well Fields

Upstream+ allows organizations to add their own custom information to wells during the import process.

Custom Well Fields are useful when your organization tracks information that is not included in the standard Upstream+ well fields.

Examples might include:

• Internal operating regions
• Engineering classifications
• Acquisition groups
• Asset teams
• Internal portfolio categories
• Custom reporting groups
• Other organization-specific well attributes

Once imported, these custom values can become part of the well information available in Upstream+.

Where Custom Well Fields Are Defined

Custom Well Fields are created in the Wells worksheet of the Upstream+ Excel uploader.

The available locations are identified in the uploader’s Instructions tab as User Extra Field columns.

Instead of leaving the generic Extra User Field heading in place, replace the heading with the name you want Upstream+ to use.

Example

Suppose your organization groups wells into three internal operating areas.

You could rename an Extra User Field column:

Operating Area

Then populate the rows beneath it:

When the workbook is imported, Upstream+ can associate the custom Operating Area value with each corresponding well.

How to Add a Custom Field

1. Open the Upstream+ uploader in Excel.
2. Open the Wells worksheet.
3. Locate one of the columns designated as an Extra User Field in the Instructions tab.
4. Replace Extra User Field with a descriptive field name.
5. Enter the appropriate value for each well.
6. Save the workbook.
7. Import the updated workbook into Upstream+.

Choose Clear Field Names

The column heading becomes the field name used by Upstream+.

Use names that will make sense to other users when they encounter the field later.

Good examples include:

• Operating Area
• Asset Team
• Development Phase
• Acquisition Group
• Internal Well Class

Avoid names that are overly generic, such as:

• Field 1
• Other
• Code
• Custom

Clear names make custom fields much easier to understand when they are later used for reporting and filtering.

Values Are Associated with Individual Wells

Each custom value should be entered on the same row as the corresponding well.

Upstream+ uses the well information in the uploader to associate that custom value with the correct well.

For example:

100000 | TACO BLAST 1 | North

means that the custom value North belongs to well 100000.

Be careful when copying or sorting data in Excel to make sure custom values remain aligned with the correct well records.

You Can Use More Than One Custom Field

The uploader provides multiple User Extra Field positions.

That means an organization can maintain several custom well attributes at the same time.

For example:

Each column becomes its own custom field in Upstream+.

Updating Existing Wells

Custom fields can also be added to wells that already exist in Upstream+.

When the updated Wells worksheet is imported, Upstream+ can update the existing well record with the additional custom information rather than requiring you to create a new well.

This makes it possible to expand your well metadata over time as your reporting needs change.

Best Practices

Keep custom field names consistent between uploads.

For example, if you initially create:

Operating Area

do not rename it to:

Op Area

on a later upload unless you intentionally want to create or change the field definition.

It is also a good practice to use consistent values.

For example, choose one convention:

• North
• Central
• South

rather than mixing similar values such as:

• North
• NORTH
• Northern
• N

Consistent data makes custom fields more useful for reporting and filtering later.

What’s Next?

After custom fields have been imported, they can be made available throughout Upstream+ wherever Well Extra fields are supported, including Advanced Filters.

This allows organizations to report on their wells using classifications that are unique to their own operations.