docFinder Frequently Asked Questions

The answers to frequently asked questions

Getting Started

Using the main Search Page

Using the Results Page

Using the Viewer page

Once the user is satisfied with the search they have created and the resulting documents, they can enter the document viewer by simply clicking on the key slide number in the "View by Document" tab or by clicking directly on any slide thumbnail in "View by page". Additionally, one can get to the viewer by selecting "Straight to Viewer" on the main search page.

Exporting and Downloading

From the context menu on the results page:

View Document in Viewer	View the chosen slide in the document viewer.
Save	Saves the selected presentation to the user’s My Account storage.
Email to Colleague	Calls up the E-mail dialogue. (see Using the "E-mail to Colleague" feature)
Print Document	Brings the Print menu for the entire containing document. (see Printing Options)
Print Slide(s)	Brings the Print menu for the Key Slides resulting from the selected presentation. (see Printing Options)
Print Results	Prints all Key Slides for the current search. (see Printing Options)
Export Table	Parse and download the results grid to the user’s machine in Microsoft Excel format.
Download Original PDF	Downloads the entire selected document to to the user’s machine in PDF file format.

Printing Results and Exporting to Excel can also be done by clicking the small icons in the top right of the results table. To save a search, click on the Save icon which looks like a diskette and it will take you to the Save Search management page. See My Account for more details.

Using the “E-mail to Colleague” Feature

Depending on your current location within the docFinder and current document or slide, selecting “E-mail to Colleague” will bring up a new window that will help you share your findings via E-mail sent from within the docFinder without necessitating an external mail client.

From the results page, right clicking on the following and selecting Send to Colleague: The presentation row in View by Document- sends entire containing document or presentation The slide row in View by Page- sends only the From the viewer page, selecting the Email link or selecting Email to Colleague from the Cog Wheel minimenu or the right-click minimenu will send only the current slide. To send the entire presentation from within the Viewer window,

Advanced Searching

Available Criteria to Filter By and their Definitions

Text-Based Search Terms & Syntax

docFinder's syntax mimics the basic syntax of most major search engines. In most cases, you will simply type in a term into the search and see if what comes out is relevant. Some of the peculiar or more advanced usage is explained below. For explanations below, when you see a word styled such as these are, it is meant to indicate that that is the actual search query (ie, the actual text that you would type into the search box to get the same results).

Some basic facts

• Typically, fewer terms will yield better results.
• All the words you put in the query will be used in the search
• If no operator is specified, AND is the default operator (for example, the search bakken shale will translate into "bakken" AND "shale")
• If a term is not surrounded by quotation marks, it will automatically add a postfix wildcard (for example, the search chesa would include the results of the search "chesapeake")

Operators

The default behavior of our search engine is to consider all of the words in a given search (this means the default Operator is the AND operator). If you want to specifically allow any of several words, you can use the OR Operator

Basic Operator usage

• The AND Operator:
• If no operator is specified in a search, AND is the default operator (for example, the search bakken shale will translate into "bakken" AND "shale"). One can also use the AND operator explicitly if he/she so desires.
• Indicate Phrases:
• As indicated in the line above, if one is searching for a multiple word phrase, it must be specified. One can do this using double quotes. For example, the search "dry hole" will translate to the search "dry hole" (rather than the search "dry" AND "hole")
• The OR Operator:
• You can specifically allow any of several words by using the OR operator. For example, the search "bakken" OR "three forks" will return any results which have either of the phrases "bakken" or "three forks" in them.
• Exlude Phrases:
• You can specifically exclude any documents which contain a given phrase from the results. For example, the search marcellus -chesapeake translates to the search "marcellus" AND NOT "chesapeake"
• Fuzzy searches:
• Adding a tilde (~) at the beginning of a search word matches words with similar spelling (for example, the search ~picance would match other terms such as "piceance")

docFinder indexes documents by several criteria. In addition to standard text-based indexing, similar to the technology utilized by internet search engines such as Google, Bing, and Yahoo, PLS docFinder treats each page of each document as its own entity.

Each page/slide in the database is marked by a number of "Data Flags" which indicate if a certain type of data is present on the corresponding page/slide. These flags have been chosen by PLS to be markers that are important for the Oil & Gas Industry specifically, and are useful for narrowing down the results of one's search significantly, to get precisely the data one is looking for. For example, if one is looking for the average finding costs in the marcellus, one could make a text-based search for "marcellus" including only slides flagged as "Finding Costs".

docFinder's My Account File System

The docFinder’s My Account file system allows users to build their own database of relevant slides for quick recall and reference, as well as sharing their findings with others. Users have the option to save slides or entire presentations in a custom folder hierarchy. They can invite colleagues to subscribe to folders, e-mail slides, and have shared group folders for multi-user projects.

It is very easy to begin using the docFinder’s file system to customize your experience. Be sure you are logged in with your subscribed PLS user name and password. At the top of any docFinder screen you will see the My Account link; selecting this will take you to your storage home page.

Saving Items to My Account

See Exporting and Downloading for instructions on finding the option to add the slides or presentation to your personal file system. Once you have selected Save, a pop-up menu will ask you where you would like to store the document or slide. You can create a new folder by selecting the small folder icon in the toolbar. Once you have selected the location, you must select a save name for the slide or presentation. Lastly, you have the option to include comments in the notes field for yourself or others who will be viewing the slide at a later time from your storage system. Once you are satisfied, select Save.

The slide or document will now show up in your My Account home page folder structure.

Sharing Items and Folders with others

The My Account page enables users to share a slide, presentation or folder with co-workers or colleagues who also have PLS docFinder accounts. Users can share items that they have saved or created to their My Account storage quickly and easily. First, select the slide, document, or folder which you want others to be able to view or access. Then click on Share in the top toolbar or, alternatively, right click on the item and then select Share.

The Sharing dialogue fields will appear. You can invite as many collaborators to the item as you need by entering their email addresses separated by commas or hitting enter; they need only have docFinder accounts and the proper rights which you will select at the bottom of the box. Note that all invitees on each message will have the selected Permissions level. However, these can be changed per individual user in the next screen. Please see “Modifying or Removing others' permissions for Items and Folders” for more details.

You can include a personal note or comments in the message field to be included with your invitation. Below the message field you will see the permissions options:

Read only: Users will only be able to open, download, or print the item you are sharing. Read & Write: Users will the above Read rights as well as be able to add new folders within the shared, edit notes, and remove documents.

When your invitees, message, and permission level are to your liking, hit Share.

Modifying or Removing others' permissions for Items and Folders

In order to modify or remove the permissions which you have granted to collaborators for a file or folder, you must be the creator or owner of that saved item record. Only creators or owners can only modify permissions for shared items.

To see and edit collaborators and their rights, select the shared item (slide, presentation, or folder) you’d like to modify and then select Share in the toolbar above the My Account area. Users are also able to right click on the item and then select share out of the right click menu options. This will bring up the Sharing window. To edit the shared permissions, select “Edit Existing” at the bottom.

You will have the list of all users who are able to see (Read Only) or edit (Read & Write) the item. The options to edit or remove the users’ permission will be on the right side of the corresponding user’s row.

Adding or Editing notes for an Item or Folder

Notes are useful to remind yourself of what makes the slide important, when you found it, and so on. PLS’ docFinder has included a note system to add text to files and folders saved in your cloud file system. These notes and comments can be invaluable to your team in a shared folder or document.

There are two ways to add a note to an file. The first is upon saving the file to your storage - see Saving Items to my Account. The second method takes place any time after that. When you are viewing the file and folders in your My Account page, select the notepad icon on the far right side of the desired item’s row. This will call forth the Notes/Comments box. Once you are done adding your text, hit Save and the note will be there for viewing and editing the next time you need it.

My Account Saved Searches

Users can switch between Files and Searches by using the links on the upper right side of the My Account page. Saved searches can be useful if the areas or topics you are interested in rarely change. If this is the case, you can find the search that finds the content you are interested in, and then save it for future use.

Once a search is saved, you can be alerted of new content which matches the corresponding search criteria in multiple ways. For example, if you are familiar with RSS Feeds, you can use your favorite RSS Reader to be alerted of new content.

Subscribing to an Item or Folder

Subscribing to folders is a feature currently in development. See other features in development.

Accounts & Services

Subscribing to docFinder

Subscribing to docFinder is simple and easy. Anyone can subscribe online by going to the Subscribe Now page.

Alternatively, visit the Learn more page to find out the results you can achieve with docFinder.

I have a docFinder account, but my Email has changed. What do I do?

A user must Email PLS in order to change their account's primary email

Logging in to docFinder

Please visit the Login page, or click "Log In" at the top right of this page in order to log in to docFinder.

The "Remember Me" box is checked, but I keep getting signed out. What is wrong?

There are a few things which could be causing this. Please check the following:

• 1. Do you have cookies enabled? Check and make sure that you haven’t inadvertently blocked PLS or the docFinder specifically, or added docFinder to your restricted sites list in Internet Explorer.
• 2. Are you using ad-removing software such as AdBlocker or WebWasher? This can sometimes cause downloads to fail by blocking cookies.
• 3. Are you viewing the site in Private mode (Firefox), InPrivate (IE) or Incognito (Chrome) mode? If so, cookies will not be persisted by design, and you must disable these modes in order for this functionality to work.
• 4. Do you have an anonymizing firewall or gateway? If so then that may be interfering with your login.

Additional things to try:

• 5. Clear your plsx.com cookies and cache to see if this fixes the issue.
• 6. Reset Internet Explorer’s security settings back to Default.

Resetting your PLS account password

We can't tell you your password, but we can help you reset it to something new. Visit the password reset page and enter your user name or the e-mail address we have on file at PLS. We'll then send you an e-mail that will help you reset your password. If you are unsure what your user name is, it will be the email address at which you receive this email.

Sometimes password reset emails get misclassified and kicked to spam folders and other junk-mail traps. Please check your spam settings and try requesting another email.

If this doesn’t work, you should contact PLS for further help. Please see "Submitting content to the docFinder Database".

I did not receive my password reset email.

Please check your spam and junk e-mail folders. If you still cannot find the email, please Contact PLS in order to reset your account password manually.

I am not able to Log In... What do I do?

Please make sure that you are using the correct username (usually your email address) and password. If your login is failing repeatedly, please contact PLS regarding the issue.

Corporate Accounts

Corporate Accounts and Volume Licensing agreements are available upon request. Contact memberservice@plsx.com for details.

Database and Technical

docFinder Content

PLS is constantly reviewing and updating our database of documents and sources. Our team is adding the latest documents and presentations daily in order to ensure that our users have all relevant content in one place. While PLS has intentions of adding many other types of documents in the future, docFinder currently contains:

• Investor Presentations
• Analyst Presentations
• Company Presentations
• Quarterly Earnings Presentations
• Annual Reports

docFinder and Web Browsers.

The docFinder web application requires the use of javascript in order to work properly. Javascript runs locally in the browser, and can thus provide a rich interactive experience for the user without communicating with our servers. Javascript is becoming more and more popular and is now considered a necessary tool for web development.

Different browsers have different javascript engines, and thus can perform differently. As a result, for certain “javascript-intensive” operations, certain browsers may seem faster than others. Although the docFinder web application does support all of the major browsers, we recommend Google Chrome or Mozilla Firefox, two popular browsers which have very efficient javascript engines.

This website is supported and tested in the following browsers:

• Internet Explorer 7
• Internet Explorer 8
• Google Chrome (All Versions)
• Mozilla Firefox 3
• Mozilla Firefox 4

If you notice an issue with your browser that you think we have overlooked, please let us know by emailing: support@plsx.com

Please note that it is most helpful if you provide specific details of the issue you are encountering, including screenshots, browser name and version, etc.

docFinder Features in Development

Several new features are currently in development with docFinder. We are constantly trying to improve the user experience.

These features include, but are not limited to:

• User-based slide rankings
• Subscribing to folders
• Filter content based on Company Size
• Filter content based on Company Type
• Filter content based on Region
• Advanced search page
• Sort results by Date of Presentation in Viewer
• Auto-Suggest Searching
• Improved relevancy engine
• Mobile-Enabled Web Site
• Additional document types
• Account preferences to control default views and functionality

docFinder's "Quality Control Program"

docFinder is a large, dynamic tool which can provide a lot of information to a lot of people. However, the information will do no good and be wasted if we have misclassified or incorrectly tagged a slide. For this reason, we would like a small group of trusted “power users” that will have rights to view, edit, and add flags to the slides they feel can improve. In this way users can help us improve the quality of data for themselves and colleagues, making the docFinder more accurate and powerful each day.

Submitting content to the docFinder Database

If you are a company/organization who would like to submit content to PLS for processing and indexing on a regular basis:

Please contact:
Melwyn Oommen
melwyn.oommen@drillinginfo.com

Contacting PLS

If you have questions, comments, or concerns not covered here on this page, please feel free to contact PLS directly.

PLS Inc.
10850 Richmond Ave Suite 300,
Houston, TX 77042

Office: 713-650-1212
Fax: 713-658-1922

Member Service
Email: memberservice@plsx.com