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User Inte...
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Schlumberger
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PERFORM Toolkit Online Help
3
User Interface
3.1
Launching PERFORM Toolkit
To launch PERFORM Toolkit:
• On the taskbar, click Start, and then

choose
Programs>Schlumberger>PERFORM
Toolkit 3.0>PERFORM Toolkit 3.0
A dialog box appears, displaying three

options:
–Create a Project
–Open a Project
–Import a Project
Copyright © Schlumberger,
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Reference: InTouch ID#, Version:
1.7, Release Date: 27-Mar-2014
Owner: BGC Documentation,
Author: Dong Yuan, Mohammad
Khairi Hamzah, Kaifeng Zhao,
Xia Guo, Di Ruan, Aiqi Chen
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Define the likelihood of the event

occurring - Low, Medium, or
High.
You can attach local files or URLs
to the risk or event. Local files
will not be exported with the risk
or event while URLs can be
exported with the risk or event.
Unknown - From the current data
and calibration, the computation is
unable to compute a rig state and
implies that the data may be bad.
Absent - One or more of the
channels required for the
computation were absent.
Data Gap will not show up as a rig
state for a time interval but will
appear on the pie chart to show the
amount of time for which no data
is available in the time channel
set.
High.
Technically, a custom question
actually has three functions and
four subroutines, but in this
document all program modules are
referred to as functions.
occurring - Low, Medium, or High.
You can attach local files or URLs to
the risk or event. Local files will not be
exported with the risk or event while
URLs can be exported with the risk or
event.
Unknown - From the current data and
calibration, the computation is unable to
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User Inte... Page 2 of 65
compute a rig state and implies that the

data may be bad.
Absent - One or more of the channels
required for the computation were
absent.
Data Gap will not show up as a rig state
for a time interval but will appear on
the pie chart to show the amount of
time for which no data is available in
the time channel set.
event.
Technically, a custom question actually
has three functions and four
subroutines, but in this document all
program modules are referred to as
functions.
Schlumberger
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3.2
The PERFORM Toolkit Window
The PERFORM Toolkit window

is divided into the following
panes:
Data Pane
The Data pane displays a data tree

and hierarchy for the current
project. Each project is made up of
one well, one borehole, and
several sections. The data tree also
contains depth and time data, well
plans, surveys, drilling events, and
rig state calibration parameter sets.
Properties Pane
The Properties pane displays

information about the element that
is currently selected in the data
tree. You can edit the description
of the element by clicking in the
Description cell.
Canvas Pane
The Canvas pane displays objects

that you can use to monitor your
project. When you create a new
project, this pane contains four
canvases by default:
• The Whiteboard canvas is used to
share logs, plots, gauges, and
numerical displays when you
collaborate with another InterACT
user.
• The Data Overview canvas displays
the Synchronized Log, Rig State pie
chart, and several numeric gauges.
• The Hole & Bit Depth vs Time canvas
displays the Time vs. Depth Cross Plot.
• Canvas 4 is blank so that you can
configure the space with the data that is
most valuable to you.
Ribbon Toolbar
PERFORM Toolkit displays three

types of toolbars:
• Ribbon toolbars across the top of the
main window
• Quick Access toolbar
• Toolbars on individual windows
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There are seven ribbon toolbars,

and each toolbar can contain
buttons, selection lists, calendar
fields, and text fields. When you
open PERFORM Toolkit, the
Home ribbon toolbar appears.
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Schlumberger
3.3
Working with the Toolbars
When you open PERFORM

Toolkit, two toolbars are
displayed: the quick access toolbar
and the ribbon toolbar, which are
shown below.
You can customize the display of

the ribbon toolbar and the quick
access toolbar.
To minimize the Ribbon

Toolbar
• To the right of the quick access toolbar,
click the Customize Quick Access
Toolbar button ( ) and choose

Minimize the Ribbon. The ribbon
toolbar is removed from display.
To display the Ribbon Toolbar

Toolbar button ( ) and uncheck

Minimize the Ribbon. The ribbon
toolbar appears.
To Move the Quick Access

Toolbar below or above the
Ribbon Toolbar
• In the main window, choose one of the
following options for displaying the
quick access toolbar:
–To move the quick access toolbar

below the ribbon toolbar, click the
Customize Quick Access Toolbar
button ( ) and choose Show

Below the Ribbon.
–To move the quick access toolbar
above the ribbon toolbar, click the
Customize Quick Access Toolbar
button ( ) and choose Show

Above the Ribbon.
To add buttons to or remove

buttons from the Quick Access
Toolbar
Note:
The toolbar button is currently
displayed if there is a check next
to the name in the drop-down
menu.

Toolbar button ( ) and choose one

of the following commands for the
quick access toolbar:
–Choose New Project to display or

hide the New Project button.
–Choose Open Project to display or
hide the Open Project button.
–Choose Save Project to display or
hide the Save Project button.
–Choose Close Project to display or
hide the Close Project button.
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3.4
Working with Workspaces
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PERFORM Toolkit uses

workspaces to display a
predefined set of canvases on the
canvas pane.
When you create a project in

PERFORM Toolkit, you select
which workspace you want to use:
the default workspace
(General_Monitoring), a blank
workspace, or a workspace
defined by a user.
The default workspace,

General_Monitoring, contains four
canvases by default: Whiteboard,
Data Overview, Hole & Bit Depth
vs Time, and Canvas 4 (which is
initially blank). The Blank
workspace contains the
Whiteboard and one blank canvas.
If a colleague sends you a

workspace (.WKSPZ file), you
can switch an existing project to
use the new workspace by
importing the workspace. If you
have customized a workspace and
want to share it with others, export
the workspace and then send the
resulting WKSPZ file to your
colleague.
If you customize a workspace and

want to make it available as a user
template for future projects, save
the workspace as a template.
To create a new workspace
1. On the Ribbon toolbar, click Utility

Tools.
2. In the Workspace group, click New
( ).
The New Workspace dialog box

appears.
3. In the Name box, type a name for

the workspace.
4. In the Description box, type a

description for the workspace.
5. In the Template list, select the

existing workspace that you want to
use as a starting point and click OK
The canvases and components

included in the workspace you have
selected appear in the canvas pane.
6.
Click Save ( ) on the Quick
Access toolbar.
The workspace saves with the new

name. If you make changes to the
layout of the new workspace, you
might want to save the workspace
as a template for future projects.
See To save a workspace as a
template for more information.
To open a workspace
1. In the Explorer pane, on the

Templates tab, expand the
Available – Local tree node, and
then expand the Workspaces tree
node.
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2. Right-click a workspace item in the

list, and then click New workspace
from template.
The canvases and components in

the workspace appear on the canvas.
To import a workspace

Tools.
2. In the Workspace group, click
Import/Export ( ), and then

click Import Workspace.
The Open dialog box appears.
3. Navigate to the directory where the

workspace file (with .wkspz
extension) you want to import is
located. Select the workspace file
and click Open.
The canvases and components

defined in the workspace you have
selected appear in the canvas pane.
Also, the imported workspace
appears in your local User list,
where it is selectable for future
projects.
To export a workspace

Tools.
2. In the Workspace group, click
Import/Export ( ), and then

click Export Workspace.
The Items Selection dialog box

appears.
3. In the Save As box, type a name.
4. In the Save To box, click the
Browse button ( ).
The Browse For Folder dialog box

appears.
5. Navigate to the directory where you

want to save the exported file.
Select the directory and click OK
6. In the Items Selection dialog box,

under Please Select Items, select
the items you want to export.
7. Click OK.
The file (with .wkspz extension) is

saved to the directory you have
specified.
To save a workspace as a
template
1. Within your current project,

customize your workspace by
adding canvases, opening plots and
graphs, displaying numeric and
circular gauges, and selecting the
channels if you have data in the
project.

Tools.
3.
In the Workspace section, click
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Save As Template ( ).
The Save As Template dialog box

appears.
4. Enter a Name for your workspace

template and, optionally, a
Description.
5. Click OK to save the workspace

and close the dialog box.
6. When you create a project, you can

select the new template in the New
Well Project dialog box.
For a demo on introduction to

workspaces, go to
https://bgctwiki.beijing.oilfield.slb.com/twiki/bin/viewfil
rev=1;filename=PTK_workspaces_intro.exe
For a demo on using the current

workspace, go to
rev=1;filename=PTK_CurrentWorkspace.exe
For a demo on using the template

workspaces, go to
rev=1;filename=PTK_TemplateWorkspace_new.exe
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3.5
Working with My Canvases
3.5.1
About My Canvases
My Canvases is used to save

canvas templates.
Opening many canvases in a

project may slow down the
application. You can save the
infrequently used canvas to My
Canvases, and then close it. When
you need it, you can create a same
one from My Canvases.
All the canvas templates in My

Canvases are put in a folder which
can be shared with others. If your
colleagues cannot access your My
Canvases folder, you can export
the templates and then send
the .cnvz file to them, then they
can import the .cnvz file to the
application.
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3.5.2
Working with My Canvases
For a demo on working with My

Canvases, go to
rev=2;filename=MyCanvases.exe.
3.5.2.1
Creating a Canvas Template
On the canvases title bar, right-

click a canvas title or right-click in
the canvas pane, and then click
Save to My Canvases.
A new canvas template item

appears in the My Canvases list
on the Templates tab in the
Explorer pane.
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3.5.2.2
Opening a Canvas Template

Templates tab, expand the My
Canvases tree node.
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2. Right-click the canvas template

item you want to open, and then
click New canvas from template
The canvas with components
defined in the template appears.
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3.5.2.3
Deleting a Canvas Template

Canvases tree node.

item you want to delete, and then
click Delete.
A message appears, asking for your
confirmation.
3. Click Yes.
The canvas template is deleted.
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3.5.2.4
Exporting a Canvas Template

Canvases tree node.

item you want to export, and then
click Export Canvas Template.
The Export Canvas Template
dialog box appears.

4. In the File Name box, enter the file

name you want to save.
The file is saved to the directory
you have specified.
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3.5.2.5
Exporting Canvas Templates

Templates tab, right-click My
Canvases, and then click Export
Canvas Template.
Or on the Ribbon toolbar, click
Utility Tools, in the Canvas group,
click Import/Export, and then
click Export Canvas Template.
appears.
2. In the Save As box, type a name.
3. In the Save To box, click the
Browse button ( ).
appears.

Select the directory and click OK
5. In the Items Selection dialog box,

under Please Select Items, select
the items you want to export.
6. Click OK.
The file is saved to the directory
you have specified.
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3.5.2.6
Importing Canvas Templates
1.
In the Explorer pane, on the
Canvases, and then click Import
Canvas Template.
Or on the Ribbon toolbar, click
Utility Tools, in the Canvas group,
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click Import/Export, and then

click Import Canvas Template.
2. Navigate to the directory where the

canvas template file (*.cnvz) you
want to import is located. Select the
canvas template file and click
Open.
appears.
3. Select the items you want to import.
4. Click OK.
The canvas templates you have
selected appear in the My Canvases
list on Templates tab in the
Explorer pane.
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3.5.2.7
Changing My Canvases Folder
There are two ways to change the

My Canvases folder:
Changing the My Canvases

folder from the Preferences
dialog box
1. In the upper-left corner of the main
window, click the File button (
), and then click Preferences
).
The Preferences dialog box
appears.
2. In the left pane, click Default

Settings.
3. In the My Canvases Folder box,
click the Browse button ( ).

appears.

want to save the canvas templates or
the shared folder where canvas
templates are located. Select the
folder and click OK.
5. In the Preferences dialog box, click

OK.
The My Canvases list on the
Templates tab in the Explorer
pane is updated.
Changing the My Canvases

folder from the Templates tab
Canvases, and then click Change
My Canvases Folder.
appears.

want to save the canvas templates or
the shared folder where canvas
templates are located. Select the
folder and click OK.
The My Canvases list on the
Templates tab in the Explorer
pane is updated.
Note:
My Canvases folder can be a
network folder which can be
accessed from local machines.
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3.5.2.8
Refreshing My Canvases List

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Canvases.
2. Click Refresh.
The My Canvases list is updated.
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3.6
Floating and Docking a Canvas
You can dock or float your

canvas. This is a useful feature for
real-time monitoring.
Note:
If you want to send one of your
canvases to the whiteboard, the
canvases must be docked first.
To dock a canvas
• With the floating canvas displayed,
right-click on the canvas and choose
Dock.
To float a canvas
• With the docked canvas displayed,
right-click on the canvas and choose
Float.
To dock a canvas from the

current workspace
1. In the Explorer pane, click
Templates.
The Templates tab appears.
2. On the Templates tab, expand the

Current folder to see a list of
canvases associated with your
project.
3. Right-click the canvas that you

want to dock, and then click Dock
The canvas appears in the main
window.
To float a canvas from the

current workspace

Templates.
2. On the data tree, expand the

canvases associated with your
project.
3. Right-click the canvas that you

want to float and then click Float
The canvas disconnects from the
main window and appears on top of
the window.
For a demo on using the current

workspace to dock and float
canvases or their components, go
to
rev=1;filename=Current_Workspace_New.exe
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3.7
Cloning and Moving a Component
You can clone or move your

component among canvases. It
saves you a lot of time to set up a
new component. But you cannot
clone or move the single instance
components.
For a demo on working with

components, go to
rev=2;filename=PTK_Components.exe
3.7.1
Cloning a Component
To clone a component
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1. With the floating component

displayed, right-click the
component’s title bar, and then click
Clone.
The Select a Target Canvas dialog
box appears.
2. Select the canvas where you want to

place the new cloned component,
and then click OK.
A new component with the same
template setting is created on the
canvas you have selected.
To clone a component from the

current workspace
Templates.

canvases and components
associated with your project.
3. Right-click the component you want

to clone, and then click Clone.
box appears.
4. Select the canvas where you want to

place the new cloned component,
and then click OK.
To clone a component by
dragging on the Templates tab
Templates.

3. Click the component you want to

clone, hold down CTRL, and then
drag to the canvas you want to place
the new component.
canvas you have dragged the canvas
to.
3.7.2
Moving a Component
To move a component
1. With the floating component
displayed, right-click the
component’s title bar, and then click
Move.
box appears.
2. Select the canvas which you want to

move the component to.
3. Click OK.
The component is moved to the
To move a component from the

current workspace
Templates.

3. Right-click the component you want
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to move, and then click Move.

box appears.
4. Select the canvas which you want to

move the component to.
5. Click OK.
To move a component by
dragging on the Templates tab
Templates.

3. Click the component you want to

move, and then drag to the canvas
you want to move to.
canvas you have dragged the
component to.
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3.8
Creating New Canvas or
Component Templates in a
Workspace Template
You can save a canvas or

component defined in your project
as template to a custom workspace
template.
To create a new canvas template

in a workspace template
Templates.

3. Expand the Available – Local

folder, and then expand the
Workspaces folder to see a list of
workspace templates defined by the
application.
4. Under the Current folder, click the

canvas you want to save as
template, and then drag to the
workspace template you want to
save the canvas to.
A new canvas template is created in
the workspace template you have
dragged the canvas to.
Note:
You cannot save a singleton
canvas defined in your project to a
workspace template.
To create a new component

template in a workspace
template
Templates.

3. Expand the Available – Local

folder, and then expand the
Workspaces folder to see a list of
workspace templates defined by the
application.
4. Expand the workspace template you
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template.
5. Under the Current folder, click the

component you want to save as
template, and then drag to the
canvas template under the
workspace template you want to
save to.
A new component template is
created in the canvas template under
the workspace you have dragged the
component to.
Note:
1. You cannot drop your
component into a singleton
canvas defined in the
workspace template.
2. You cannot save a singleton
component into a workspace
template.
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3.9
Renaming a Canvas
To rename a canvas in the

Properties pane
Templates to display the Templates
tab.
2. Expand the Current node to

display the current workspace.
3. Click the canvas that you want to

rename.
The canvas properties are displayed
in the Properties pane.
4. In the Properties pane, in the Title

box, select the canvas name and
type the new canvas name, and then
press Enter.
5.
Access toolbar.
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3.10
Setting Data Focus
The Data Range section of the

Home ribbon toolbar lets you set
the focused data range. Setting a
more specific data focus limits the
amount of data available for
displaying on the application and
decreases the amount of system
resources required for monitoring.
Setting focus to a drilling event
helps you more quickly locate
those events on your time log and
synchronized log. Focus on a
drilling event offers only time-
based events.
You can set the data focus while

the application is in review mode
and before you connect to a
server.
To set the focus range

1. On the Ribbon toolbar, click Home
2. In the Data Range section, click
Set Range ( ).
The Data Range Selector dialog
box appears.
3. Do one of the following to select

the data range:
• On the Select Range tab, in the
table, select a row as the start time
and click Copy to Start, then
select a row as the end time and
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click Copy to End. You can first

filter the data through the check
boxes in the Filter area.
• Directly set data range in the Start
Time box and in the End Time
box.
• Or you can select a computed
range on the Compute Range tab.
4. Click OK.
5.
Access toolbar.
For a demo on setting data focus,

go to
rev=1;filename=DataFocus_New.exe.
It also introduces the data focus
range changing logic.
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3.11
Creating a Project
This topic provides instructions

for creating projects with the
startup wizard using the following
methods:
• Auto well definition - Use this method
to generate a project and add data
manually.
• Imported well definition - Use this
method to import project data from
other sources to PERFORM Toolkit.
You can select Import From DDPack
File, Import from Osprey Risk,
Import From TDAS File, Import
from Wellbore Geometry or Import
PTK 1.4 zip.
• Manual well definition - Use this
method to create the entire project.
You will define the well, boreholes,
and sections and then acquire time and
depth data from a real-time data
source.
Instructions are also provided for

creating a new project when you
already have PERFORM Toolkit
open.
To create a project using the

Auto Well Definition method
1.On the taskbar, click Start, and then
choose
The Create/Open/Import Well Project
dialog box appears.
2.Select the Create Project option and

click OK.
The New Well Project dialog box
appears.
3.Use one of the following methods to

name the new project:
• In the Project Name box, type the
project name.
• Accept the default project name
assigned by the system.
4.In the Workspace list, click the Browse
button ( ) to select the desired

workspace from the list or accept the
default of General_Monitoring. You
can also click Import and select a
workspace file to import.
5.In the Unit System list, select one of the

following unit systems for the project:
• Canadian
• Custom
• English
file:///C:/U... 4/17/2016
• Metric
To edit a custom unit system, click Edit

the Custom Unit System Editor dialog
box appears. Refer to Custom Unit
System for details.
6.Accept Auto in the Well Definition

Method list.
7.Click Finish.

Import From DDPack File
method
1. On the taskbar, click Start, and then
choose
dialog box appears.
2. Click Create Project, and then click

OK.
appears.
3. Use one of the following methods to

project name.
4. In the Workspace list, click the Browse

5. In the Unit System list, select one of the

• Canadian
• Custom
• English
• Metric
To edit a custom unit system, click

System for details.
6. In the Well Definition list, select

Import From DDPack File, and then
click Next.
7. Browse to the data file that you want to

import. Select the .ddpx file and click
Open.
The selected file appears in the Data
File box in the New Well Project dialog
box.
Note:
This option allows you to import DOX
2.6 DDPack (.ddpx) files only.
8. In the Well, Borehole, and WBG lists,

select a well, borehole, and WBG.
9. In the Last Section list, select a section.

Click BHA. In the pop-up dialog box, all
the activities in the selected section are
displayed in the table. In the BHA
column, click and select a BHA for each
activity. Click OK to close the dialog
box.
10.In the Plan Survey list, select a survey.
11.Next to the Risk box, click Add. In the

Items Selection dialog box, select the
risks to be imported, and then click
file:///C:/U... 4/17/2016
The risks appear in the Risk box.
12.In the Start Time and End Time boxes,

enter the start time and end time.
13.Click Finish.
A project is created, and the well
identification, borehole, wellbore
geometry, BHA, plan survey and risks
are imported automatically.

Import from Osprey Risk
method
choose
dialog box appears.
2.Click Create Project, and then click

OK.
appears.

project name.


• Canadian
• Custom
• English
• Metric

System for details.
6.In the Well Definition list, select

Import from Osprey Risk, and then
click Next.
7.Browse to the data file that you want to

import. Select the .witsml file and click
Open.
Note:
This option allows you to import Osprey
Risk (.witsml) files only.
The well identification, borehole and

wellbore geometry will be imported
automatically.
8.Under Please select items to import

you can select other information you
want to import from the chosen Osprey
Risk exported file.
9.Click Finish.

Import From TDAS File method
choose
dialog box appears.
file:///C:/U... 4/17/2016

OK.
appears.

project name.


• Canadian
• Custom
• English
• Metric

System for details.

Import From TDAS File, and then
click Next.
7. Browse to the data file that you want to

import. Select the .xml or .witsml file
and click Open.
The selected file appears in the Data
File box in the New Well Project dialog
box.
Note:
This option allows you to import TDAS
(.xml or .witsml) files only.
The well identification, borehole and

wellbore geometry will be imported
automatically.
8. Under Please select items to import

you can select other information you
want to import from the chosen TDAS
file.
9. In the Enter start date for plan box,

type the planned date and time.
10.Click Finish.

Import from Wellbore
Geometry method
choose
dialog box appears.

OK.
appears.

project name.
file:///C:/U... 4/17/2016


• Canadian
• Custom
• English
• Metric

System for details.
6.In the Well Definition list, select

Import from Wellbore Geometry, and
then click Next.

import. Select the .xml file and click
Open.
Note:
This option allows you to import WBG
WITSML (.xml) files only.
8.Click Finish.

Import PTK 1.4 zip method
choose
dialog box appears.

OK.
appears.

project name.


• Canadian
• Custom
• English
• Metric

System for details.
6.In the Well Definition list, click Import

PTK 1.4 zip, and then click Next.

import. Select the .zip file and click
Open.
file:///C:/U... 4/17/2016
Note:
This option allows you to import .zip
files only.
8.Click Finish.

Manual Well Definition method
choose
dialog box appears.

OK.
appears.

project name.


• Canadian
• Custom
• English
• Metric

System for details.
6. In the Well Definition list, click

Manual.
7. In the Data Acquisition list, select one

of the following data acquisition
methods:
• Import
• None
• Server
8. Click Next.
9. Use the TAB key to move through the

dialog box, enter the well name, air gap,
water depth, water density, elevation
hydraulic head, and joint length values.
10.Select the Rig Type and Derrick Type
11.Click Next to enter the borehole settings.
12.Type the borehole name, API number,

and UWI number.
13.Select the Purpose for the well.
14.Set the completion, total depth, and

abandonment dates with the calendar in
the Completion Date, Total Depth
Date, and Abandonment Date boxes.
15.Click Next to enter the section settings.
16.Type the section name, start depth, end

depth, and borehole diameter for the
section.
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17.Set the starting and ending date and time

using the calendar and spin boxes for the
Start Time and End Time boxes.
18.Click Next to enter the rig state

calibration settings.
19.In the Pump Pressure area, type the

non-pumping and equipropable pump
pressures.
20.In the Rotation Input Channel area, do

one of the following:
• Click Surface Torque and type the
non-rotating, equiprobable, and
rotating torques.
• If the Surface Torque channel is not
present, click RPM.
• If the Surface Torque and RPM
channels are not present, click CRPM
and type the RPM cut-off value.
21.In the Compute Inputs area, make the

following settings to compute the values
of missing channels:
a. Select the Block Velocity check box
to use the BPOS channel to calculate
block velocity.
b. Select the Bit On Bottom check box
to use the DEPT and HDTH
channels to calculate the bit-on
bottom value.
c. Select the In Slips check box to use
the HKLD channel to calculate the
in-slips value.
22.Click Next to enter advanced project

settings. You can enable high resolution
time channel set and enter time interval
for the set in PTK.
23.Click Finish.
To create a project with

PERFORM Toolkit already
open
1. Use one of the following methods:

• On the Quick Access toolbar, click
New Project ( ).
• In the upper-left corner of the
main window, click the File
button ( ), and then click New

Project.

appears.
2. Use one of the well definition

methods introduced above to create
a project.
Note:
By default, the project data is saved to a
folder on
D:\PERFORMToolkitUserData\Projects
Each project has its own folder in the
Projects folder. The Projects folder is
called “Data Folder”. In the upper-right
corner of the main window, click the
About button ( ) to see the “Data

Folder” information. In the upper-left
corner of the main window, click the File
button ( ), and then click Preferences
( ) to change the path of the “Data

Folder”.
For a demo on creating a new
file:///C:/U... 4/17/2016
project, go to
rev=1;filename=New_Project_Wizard_New.exe
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3.12
Opening a Project
Use one of the following methods

to open a project:
• Launch PERFORM Toolkit and in the
startup wizard, click Open Project.
Open Project ( ).
• In the upper-left corner of the main
window, click the File button ( ),

and then click Open Project.
To open a project upon startup

choose
dialog box appears.
2.Click Open Project, and then select one

of the files shown in the recent projects
list.
3.Click OK.
The project is loaded and displayed.
Note:
In the project list, there is a
column showing the project
version. If the project version is
2.0, a conversion will run before
you open the project. The
conversion process may take
several minutes and only happen
once. It will not affect the original
2.0 project. You can still open the
original project using PTK 2.0.
To open a project with

PERFORM Toolkit already
open
1. Use one of the following methods:

Open Project ( ).
• In the upper-left corner of the
main window, click the File
button ( ), and then click

Open Project.
2. In the Load project dialog box,

select the project that you want to
open and click OK.
The project is loaded and displayed
in the window.
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3.13
Switching a Project
Switching a Project enables you

to switch project data without
changing the current workspace
layout.
Use the following steps to switch a

project:
), and then click Switch

Project.
The Load Project dialog box
appears.
2.
Select the project you want to
switch to, and then click OK.
The data of the current project is
unloaded and the data of the
selected project is loaded. All the
components in the workspace are
file:///C:/U... 4/17/2016
updated.
Note:
To avoid that every project has the
same workspace, the workspace
will not be saved to the switched
project after you have switched a
project.
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3.14
Saving a Project
Use one of the following methods

to save a project:
• Click Save on the Quick Access

Toolbar.
• In the upper-left corner of the main
window, click the File button ( ),

and then click Save Project.
Use the following steps to save the

current project as a new project:

), and then click Save Project

As.
A dialog box appears.
2. Enter the new project name and

click OK.
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3.15
Importing a Project
To import a project when you

start PERFORM Toolkit
choose Programs>Schlumberger>
PERFORM Toolkit 3.0>
PERFORM Toolkit 3.0.
The Create/Open/Import Well
Project dialog box appears.
2. Select the Import Project option.
Note:
Note: You can only import
Compressed Well Project (.wpz)
files.
3. Enter the project name using one of

the following options:
• Enter a fully-qualified file name in
the field.
•
Click the Browse button ( ).
In the Open dialog box, navigate
to the appropriate directory. Select
the file you want to import and
click Open.
4. Click OK.
The project loads and displays in
the window.
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3.16
Exporting a Project
Use the following steps to export a

project:
), and then click Export

Project.
The Browse for Folder dialog box
appears.

want to store the exported project.
3. Select the folder and click OK.

The ProjectName.wpz file is saved
to the selected directory.
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3.17
Deleting a Project
file:///C:/U... 4/17/2016
Use the following steps to delete a

project:

), and then click Delete

Project.
A message appears, asking for your
confirmation.
2. Click Yes.
A message appears to show that the
project has been deleted.
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3.18
Managing Projects

), and then click Manage

Projects.
The Manage Projects dialog box
appears.
2. You can run the following

operations:
• Delete Project: delete the selected

project(s)
• Rename Project: rename the
selected project
• Copy Project: create a copy of the
selected project
• Export Project: export the
selected project
• Import Project: import a project
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3.19
Side Track Project

Tools to display the Utility Tools
ribbon toolbar.
2. In the System Tools group, click

Side Track Project Wizard (
).
The Side Track Project Wizard
dialog box appears.
3. In the KOP box, type a kick off

point value between the current start
depth and the current end depth.
4. (Optional) In the New project

name box, type a new file name.
5. (Optional) Select the Use new well

plan check box.
6. (Optional) Click Advance Settings

The Advance Settings dialog box
appears.
7. (Base on step 6) In the Advance

Settings dialog box, select Deleted
Entities and Trimmed Entities,
and then click OK.
8. Click Apply.
9. (Base on step ) If you select the Use

new well plan check box, the
Select Import Type dialog box
appears. You can select a survey
file as the new survey.
file:///C:/U... 4/17/2016
The side track is processed and the

created side track project is
loaded. In the side track project,
data is trimmed or deleted
according to the advance settings.
A new depth data set is created to
keep depth channel values under
the kick off point. The wellbore
geometry under the kick off point
is separated and disabled.
For a demo on data trim and side

track project, go to
rev=1;filename=DataTrimAndSideTrackWizard.exe
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3.20
Using the Playback Feature
You can redisplay real-time data

acquired from any source, whether
server connections, imported data,
or projects.
To open the Playback Panel

• On the Ribbon toolbar, click Playback
The following table describes the

buttons and controls on the
playback panel.
Icon/Field Command Action
Return to the
Skip to beginning of the
Start data focus
range.
Stop the
Stop playback of
data.
Pause the
playback or
update the
Pause
display while
connected to a
server.
Start the
playback of data
in the selected
focus range or
Play
resume updates
to the display
when connected
to a server.
Go to the end of
Skip to
the data focus
End
range.
Increase the
Speed Up speed of the
playback.
Decrease the
Slow
speed of the
Down
playback.
Indicates the
n/a speed of the
playback.
For a demo on using the playback

feature, go to
rev=2;filename=Playback_new.exe.
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3.21
Custom Unit System
The custom unit system editor

allows you to define your own unit
system when the default unit
systems can not meet your needs.
You can create and customize
your own unit system.
To launch Custom Unit System

Editor
1. On the Ribbon toolbar, Click Utility

Tools.
2.
In the System Tools section, Click
file:///C:/U... 4/17/2016
Unit System Editor ( ).

The Custom Unit System Editor
dialog box appears.
To import a custom unit system
1. In the Custom Unit System Editor

dialog box, click Import Unit
Systems ( ).
The Import Custom Unit System
dialog box appears.
2. If you want to import a unit system

you defined in the existing project
under the
PERFORMToolkitUserData\Projects
folder, click Import From Projects
Select a project from the list and click
OK.
Note:
If the project contains more than one
unit system files, the Open dialog box
will appear. Select a unit system file
you want to import and click Open.
3. If you want to import a unit system

from a file, click Import From File
Path and specify the path of the file.
4. If the name of the imported unit

system conflicts with the name of an
existing unit system, the Import
Option dialog will appear. In the
Option list, there are three options:
• Ignore: do not import the unit
system
• Replace: replace the existing unit
system with the one to be imported
• Rename: import the unit system
with a new name
Select one of them and click OK.
To export a custom unit system
1. Select the check box of the unit

system you want to export.
Note:
For each unit system file, you can
export more than one unit system. If
you select only one, the default file
name will be the same as the name
of the unit system. If you select
more than one, you must type the
exported file name.
2. Click Export Selected Unit
Systems ( ).
The Save As dialog box appears.

Select the directory and click Open
Type a file name or accept the
default file name and click Save.
4. The file is saved to the directory

you have specified.
To create custom unit system
1.
Click New Unit System ( ) and
enter the name of the unit system.
Note:
file:///C:/U... 4/17/2016
You can not use other functions

until you type a valid unit system
name.
Note:
The name of the new created unit
system will be displayed in the Unit
System list when you create a new
project. Therefore, enter a name you
can recognize in the future.
2. Select a suitable Base Unit System

for the new unit system. The
selected base unit system should be
as close as possible to the units you
want to use. This would save your
energy in modifying the units of the
measurements. Two options are
available:
• English
• Metric
3. For each measurement in the

Measurement list, select a unit you
want to use for it. You can only
select values from the Unit list. You
cannot type your own units.
Note:
Click Show Modified
Measurements ( ) to check the

measurements you have revised.
Note:
By default, only frequently used
measurement types are shown in the
Measurement list. To show all
measurements, you can select the
All Measurements check box.
4. After you set all the units, click
Save All Unit Systems ( ).

A message appears and indicates
that “Custom unit system was
successfully saved.”
Note:
All custom unit systems you have created are stored in a
file which is part of the installation. If you uninstall
PERFORM Toolkit, this file will be removed. Therefore,
every time you create a custom unit system, it is essential
that you make a backup copy of the file
installationDirectory\asl_boi\CustomUnitsys.xm
Then, if you later install a new version of PERFORM
Toolkit, you can copy this backup file into the required
location.
To delete a custom unit system
1. Select the check box of the unit

system you want to delete.
2. Click Delete Selected New Unit
Systems ( ).
The selected unit systems are
deleted.
To use a custom unit system
1. Create a new project when you open

PERFORM Toolkit or click New
) on the Quick Access toolbar.

appears.
file:///C:/U... 4/17/2016
2. In the Project Name box, enter a

file name.
3. In the Unit System list, select a

custom unit system.

one for your project.
5. If necessary, select a method in the

Data Acquisition list.
6. Click Next to continue creating

your project, or click Finish to
complete creating your project.
For a demo on setting custom unit

system, go to
rev=1;filename=Unit_System_New_.exe
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3.22
Changing Unit Systems
You can change the unit system

you are using on a project. Doing
so requires that the project be
reloaded after you choose a
different unit system.
Use the following steps:

), point to Properties, and then

click Change Unit System.
A message appears, telling you that
the project will be reloaded after the
change.
2. Click Yes.
The project is reloaded and the
Open dialog box appears.
3. Select a unit system from the list

and click OK.
For a demo on changing the unit

system for an open project, go to
rev=1;filename=Unit_System_New_.exe
(the Change the unit system for
a project section)
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3.23
Setting User Preferences
The Preferences dialog box lets

you set project and channel default
preferences for new projects and
new windows on current projects.
To set project preferences

).
appears.
2. Update any or all of the following

fields on the dialog box:
• Enter or browse to the Data
Folder for your projects.
• Select the Notify Rate. The notify
rate controls the communication
frequency among different
components. A higher rate can
reduce such frequency and gain a
better performance for PTK, but
also can cause delayed response
among components.
• Select the Default Unit System
• Enter or browse to the Default
Workspace.
• Select or clear the Load last
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project on startup check box to

bypass the selection dialog box
when you start the application
again.
• Select or clear the Snap window
edges check box to hold a window
on the canvas.
• Select or clear the Confirm
before closing canvas check box.
• Select or clear the Auto Save
check box. If you select it, type or
select the time interval in the Save
Interval (min) box.
• Type or select a number in the Bit
Depth Value Numbers box.
• Set the default font, color and
background color for the log
annotation.
• Select or clear the Show log
window when a warning
message is added check box.
• Set Drilling Data Connect (DDC)
server address.
• Set Central Alarm Hub server
address.
• Set default web site address.
• Set eTrace web site address.
• Select or clear the Enable alarm
for no real time data updated
check box.
• Set the maximum number of
general canvases. If there are
already three general canvases,
every time you try to add one
more, there will be a warning
message; and once it reaches the
maximum number, no more
general canvas can be created.
A warning message will appear
when there are already three or
more canvases and you want to
create a new one.
• Select or clear the Enable Quick
Connect check box to configure
the quick connection settings.
3. Click OK to save your entries and

selections and close the dialog box.
To set channel display

preferences
).
appears.
2. Click Channel Settings in the left

pane.
The settings for each channel
appear in the table on the right side
of the dialog box.
a. To add a new channel setting,

click Add Channel.
The Select Channel Code dialog
box appears.
b. In the Channel Codes from

Current Project list, select the
channel code whose setting you
want to make.
c. Click OK.
A new channel setting with the
selected code is added to the
table. Users can also edit the
file:///C:/U... 4/17/2016
code for the newly added

channel setting here. However,
if the new code is not a valid
OSDD code, a warning message
is shown and the new created
setting will not be saved.
3. Select the row of the channel that

you want to change and update any
or all of the following fields:
a. Click its Name cell to update
the channel name.
b. Select a different Color for the
channel.
i. Click its Color cell.
The Colors dialog box
appears.
ii. Use one of the following
options:
• To use a standard color,
go to step 3.b.iii.
• To use a custom color, go
to step 3.b.iv.
iii. Select a color on the

Standard tab. Go to step
3.b.vi.
iv. Click Custom.
The Custom tab appears.
v. Use one of the following

methods to set the custom
color:
• Select a hue in the large
section of the dialog box
and then select the
specific color in the bar
next to the large section of
the dialog box.
• Enter or use the spin box
to set the Hue, Sat, Lum
Red, Green, and Blue for
the color.
vi. Click OK to select the color

and return to the
Preferences dialog box.
c. Select a new Line Style, Line

Size, Point Style, and Point
Size.
d. Enter a Limit Unit.
e. Enter a Lower Limit and
Upper Limit.
4. Click OK to save your entries and

selections and close the dialog box.
To manage channel code mapping

preferences
) and then click Preferences
).
appears.
2. Click Code Mapping in the left

pane.
The code mapping table displays on
the right side of the dialog box.
3. If you want to delete a row from the

table, in the code mapping table,
select the row you want to delete
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and click Delete Row.
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3.24
Submitting an Issue Using SWIFT
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You can use Swift dialog to report

a defect or request an
enhancement. Use the following
step to submit an issue.
1.
In the main window, click ( ) in
the top-right corner.
The Software Modification
Request dialog box appears.
2. Enter or select the information in

the following fields:
a. Enter your Last Name and

First Name.
b. Select the category of your issue
in the Category list.
c. Enter your Email address.
d. Click to select Enhancement
Defect in the Issue Type area.
e. Select Use Microsoft Outlook
check box or clear it to select a
mail server in the SMTP Server
list. If you use Microsoft
Outlook, when you click Send
a new Microsoft Outlook mail
message will be created with the
information you have filled out
displayed. You need to click
Send in the mail message to
deliver the mail.
Note:
Install Microsoft Outlook before
you select Use Microsoft
Outlook check box.
f. In the Severity list, select the

severity level for your issue.
There are five severity levels
you can select:
• Minor
• Low
• Moderate
• Critical
• Show Stopper
g. In the Short Description box,

give a short description of your
issue.
h. In the Long Description box,
give a long description of your
issue. The long description
should include the information
that can help reproduce the
issue, such as InterAct
Well/Section, project file link,
etc.
3. Include an attachment (optional)
a.
Click ( ) on the toolbar of
the Software Modification
Request dialog box.
The Attach File dialog box
appears.
b. Navigate to the file you want to
attach and click Open.
Note:
You can only add one

attachment. Attaching a new file
file:///C:/U... 4/17/2016
will replace the old one.
4. Click Send to send your issue.
Note:
If you select Use Microsoft
Outlook check box, an Outlook
mail message will appear after you
click Send. All the above
information is displayed here. You
can make modifications as needed.
Click send in the mail message to
finish SMR (Software Modification
Request) submission.
Reserved
Legal Information
EDMS UID: 1652225189,
Produced: 27-Mar-2014 02:00:53

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Schlumberger
Private
3.25
Configuring Components Loading
Configuring Components
Loading enables you to load or
unload some components.
Unloading some infrequently used

components can improve the
application’s performance
especially the memory usage.
Features in the application are

contained in a DLL. A DLL
contains at least one feature.
Loading or unloading a DLL will
make all the features defined in
the DLL be loaded or unloaded.
Please refer to following table to
find features defined in DLLs.
DLL Name
SLB.Optimization.WhiteBoard.dll
SLB.Optimization.DataLink2.dll
SLB.Optimization.DataImportExport.dll
SLB.Optimization.TimeDepthGate.dll
SLB.Optimization.Plot.DomainGraph.dll
file:///C:/U... 4/17/2016
SLB.Optimization.Gauge.Domain.dll
SLB.Optimization.Collaboration.dll
SLB.Optimization.HzLogModel.dll
SLB.Optimization.ChangePoint.dll
SLB.Optimization.RigState.dll
SLB.Optimization.UDF.Model.dll
SLB.Optimization.RigSchematicModel.dll
SLB.Optimization.TorqDragFFCali.dll
SLB.Optimization.TripLoadsAnalyse.dll
SLB.Optimization.DMMBendingMoment.dll
SLB.Optimization.Hydro.dll
SLB.Optimization.TrajectoryEditor.dll
SLB.Optimization.ActivityEditor.Domain.dll
SLB.Optimization.BHAEditor.dll
SLB.Optimization.RiskEditor.dll
SLB.Optimization.DrillingFluidEditor.dll
SLB.Optimization.WellboreInfo.dll
SLB.Optimization.Statistics.dll
SLB.Optimization.DrillingAnnotationEditor.dll
SLB.Optimization.FormationTopEditor.dll
SLB.Optimization.FileLinkEditor.dll
SLB.Optimization.DF.dll
SLB.Optimization.ReportBasic.dll
SLB.Optimization.HIPSEnabler.dll
SLB.Optimization.LithoColumn.dll
file:///C:/U... 4/17/2016
SLB.Optimization.WebBrowser.dll
SLB.Optimization.WBGBuilder.dll
SLB.Optimization.MudLogEditor.dll
SLB.Optimization.TimeVsDepthEditor.dll
SLB.Optimization.ECDCompute.dll
SLB.Optimization.LOT.dll
SLB.Optimization.DrillState.dll
SLB.Optimization.DrillStateStatistics.dll
SLB.Optimization.SVStatistics.dll
SLB.Optimization.DistributedECDPlot.dll
SLB.Optimization.RTExporter.dll
SLB.Optimization.Fatigue.dll
SLB.Optimization.MPD.dll
SLB.Optimization.StatusWordDecoder.dll
SLB.Optimization.SurveyFAC.dll
SLB.Optimization.MOCWrapper.dll
SLB.Optimization.TCPlotWrapper.dll
SLB.Optimization.LimitsEditor.dll
SLB.Optimization.VonMissesStressPlot.dll
SLB.Optimization.KPI.dll
SLB.Optimization.FusionCTD.dll
SLB.Optimization.ASMFeatuer.dll
SLB.Optimization.ToolDumpReader.dll
SLB.Optimization.RopPrediction.dll
SLB.Optimization.Etrace.dll
RopOptimization.dll
To configure components
loading
), point to Properties, and then

click Configure Components
Loading.
The Components Loading
Configuration dialog box appears.
2. To load a DLL, select its

Load/Unload check box.
3. To unload a DLL, clear its

Load/Unload check box.
Note:
Unloading a DLL will take effect
after restarting the application.
file:///C:/U... 4/17/2016
4. (optional) If you want a slimdown

version with functionality geared
mainly for use at rig site with
ROPO, click Only load
components necessary for ROP
Optimization. This button
functions the same as the Slim PTK
optimized for running ROPO
ROPO at Rig-site button when you
just start PTK.
5. Click OK.
Reserved
Legal Information
EDMS UID: 1652225189,
Produced: 27-Mar-2014 02:00:53

High.
set.
High.
event.
data may be bad.
absent.
event.
file:///C:/U... 4/17/2016

functions.
file:///C:/U... 4/17/2016

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PERFORM Toolkit Online Help

To launch PERFORM Toolkit:

• On the taskbar, click Start, and then

A dialog box appears, displaying three

Define the likelihood of the event

compute a rig state and implies that the

PERFORM Toolkit Online Help

The PERFORM Toolkit window

The Data pane displays a data tree

The Properties pane displays

The Canvas pane displays objects

PERFORM Toolkit displays three

There are seven ribbon toolbars,

Define the likelihood of the event

PERFORM Toolkit Online Help

When you open PERFORM

You can customize the display of

To minimize the Ribbon

Toolbar button ( ) and choose

To display the Ribbon Toolbar

Toolbar button ( ) and uncheck

To Move the Quick Access

–To move the quick access toolbar

button ( ) and choose Show

button ( ) and choose Show

To add buttons to or remove

• To the right of the quick access toolbar,

Toolbar button ( ) and choose one

–Choose New Project to display or

Define the likelihood of the event

PERFORM Toolkit Online Help

PERFORM Toolkit uses

When you create a project in

The default workspace,

If a colleague sends you a

If you customize a workspace and

To create a new workspace

1. On the Ribbon toolbar, click Utility

2. In the Workspace group, click New

The New Workspace dialog box

3. In the Name box, type a name for

4. In the Description box, type a

5. In the Template list, select the

The canvases and components

The workspace saves with the new

1. In the Explorer pane, on the

2. Right-click a workspace item in the

The canvases and components in

1. On the Ribbon toolbar, click Utility

2. In the Workspace group, click

Import/Export ( ), and then

The Open dialog box appears.

3. Navigate to the directory where the

The canvases and components

1. On the Ribbon toolbar, click Utility

2. In the Workspace group, click

Import/Export ( ), and then

The Items Selection dialog box

3. In the Save As box, type a name.

4. In the Save To box, click the

The Browse For Folder dialog box

5. Navigate to the directory where you