The Intelligence Engine.

Transcription

1 The Intelligence Engine. Simple Search Simple Search offers a straightforward approach to searching, allowing you to target by source or date for high-quality relevant results. Key Word Searching Use the simplicity of free web searching to retireve targeted headlines. Enter a few keywords related to your topic and click Search. Focus Your Search by Sources Use the drop-down menu to focus your search to a specific content type, a Factiva source group, one of your personal source lists, or a Group Source List created by your Administrator. Select a Date Range Expand or narrow your date range using the options in the drop-down menu. You can search news as recent as today, or the full 0+ year Factiva archive. Simple Search History Your last 0 searches will be saved automatically. With just one click, instantly run the search again for the latest results. Tip: For guided assistance in building complex searches, use Search Form available under the Search Builder link. -8

2 The Intelligence Engine. 7 Persistent Search Box Modify your source selection, keywords, or date selection from the results page. Save As an Alert Instantly monitor your subject going forward by clicking Save as an Alert. You can create up to Simple Search Alerts. Did you mean? Did you mean will present recognized companies and sources based on keywords that you can select to further filter your results. Content Types Read, listen, or view results as you evaluate headlines collectively in the All link, or by each content type -Publications, Web News, Blogs, Pictures, and Multimedia. Frames Use the icons to choose between viewing with frames or no frames. Post Processing Display your selected headlines. selected headlines in a variety of formats. Formats selected headlines for printing in a new browser window. Formats selected headlines for saving in a new browser window. Store and share headlines organized by topic or project. Export selected headlines or articles to your word processor. Export selected headlines or articles to Adobe Reader for a presentation-ready format. Use this format to republish content to other communication tools. Build and disseminate newsletters on-the-fly in multiple formats to share with your audience. 7 Discovery Pane More than just pretty pictures, the Discovery Pane provides immediate analysis of your search results using charts and graphs. Go beyond the analysis and use Discovery to filter and target your results. Date: A timeline breakdown of the number of articles matching your search. Companies: Ten most mentioned companies. Executives: Ten most mentioned executives. Subjects: Ten most common subjects. Industries: Ten most mentioned industries. Sources: Ten most common publications. Keywords: Most mentioned keywords or phrases in the first 00 articles. Factiva. The Intelligence Engine Read post-processing FAQs. Accurate. Powerful. Efficient. Copyright 0 Dow Jones and Company, Inc. All rights reserved. All other products mentioned are marks of their respective owners.

3 The Intelligence Engine. Search Form Retrieve precise search results using the Search Form. This interface guides you through building searches just like an information professional. Search Form Fields All of these words: Terms entered here must appear in each of your results. At least one of these words: One or more of the terms entered here must appear in each of your results. Identify Duplicate Articles Read only the unique stories that add critical intelligence to your understanding of a topic by selecting one of the Duplicate Article settings. Clearly identified duplicate articles will appear within your headline pages always remaining accessible to you. None of these words: None of the terms entered here should appear in your results This exact phrase: Enter a single phrase that should be in all results. Save Search Save time by using Save Search to store up to full search queries, including your keywords, sources and Dow Jones Intelligent Indexing selections. Searches can be run any time in the future from Saved Searches. LEARNING--9

4 The Intelligence Engine. Content Types Discovery Pane Read, listen, or view results as you evaluate headlines collectively in the All link, or by each content type -- Publications, Web News, Blogs, Pictures, and Multimedia. Expose, Collapse, and Re-size Frames Customize what you see and how much you see with your frames options. Toggle between a Frames Frames view. Collapse or expose the analysis of the entire Discovery Pane or an individual component. and No Re-size your article frame to maximize your viewing window. More than just pretty pictures, the Discovery Pane provides immediate analysis of your search results using charts and graphs. Go beyond the analysis and use Discovery to filter and target your results. Date: A timeline breakdown of the number of articles matching your search. Companies: Ten most mentioned companies. Executives: Ten most mentioned Executives. Subjects: Ten most common subjects. Industries: Ten most mentioned industries. Sources: Ten most common publications. Keywords: Most mentioned keywords or phrases in the first 00 articles. Post Processing Display your selected headlines. selected headlines in a variety of formats. Formats selected headlines for printing in a new browser window. Formats selected headlines for saving in a new browser window. Store and share headlines organized by topic or project. Export selected headlines or articles to your word processor. Export selected headlines or articles to Adobe Reader for a presentationready format. Use this format to republish content to other communication tools. Build and disseminate newsletters onthe-fly in multiple formats to share with your audience. Factiva. The Intelligence Engine Accurate. Powerful. Efficient. Copyright 0 Dow Jones and Company, Inc. All rights reserved. All other products mentioned are marks of their respective owners.

5 LEARNING--7 The Intelligence Engine. Free Text Search Use Free Text Search to explore the full 0+ year Factiva archive of,000 sources. With Free Text search, you have full control to build precise searches using a combination of keywords and Dow Jones Intelligent Indexing TM. Selecting a Single Source Select the Source category. Enter the source name in the text box and click. Click the name of the source. Searching by Headline 7 7 In the Free Text box, enter the terms that should appear in the headline. Click More Options. Select Headline from the Search for free text terms in drop-down menu. Add any additional search criteria and click Search. Search with Dow Jones Intelligent Indexing TM terms Click next to Look Up. Enter your terms in the text box (e.g. marketing) and click. Click the name of the Dow Jones Intelligent Indexing TM term(s) you would like to add to your search. Multiple search terms are automatically connected with OR. Click on OR to change it to AND. Click next to a term to exclude it. Click Search. Tip: For guided assistance in building complex searches, use the Search Form link.

6 The Intelligence Engine. Search Operators connector/operator and or not same atleastn User to identify items that contain... All the words or phrases you enter. technology spending and Canada One or more of the words you enter. merger or acquisition Exclude items that contain these words. software not spreadsheets Two words in the same paragraph. vodafone same telecommunications Words mentioned more than once. atleast Microsoft Note: not available for Alerts ( ) (Parentheses) Group words together. press releases and (university or instruction or courses) * (asterisk) Words with multiple endings of any length. telecom* Note: You must enter at least three characters before using *, and * must be entered at the end of a word only. w/n near/n Words adjacent to each other in the order specified, within a certain number. wireless w/ mobile Words near another word in any order, within a certain number. Carrefour near retail sales Tip: The following punctuation marks are optional: hyphens, periods, apostrophes, commas, and the slash (/) character. For example, entering coca-cola will retrieve the same results as entering Coca cola. Processing Options Headline Display Option Select All places checkmarks next to all articles on the screen. You can also check individual articles. View Selected will display your selections. Headlines with this icon will display articles that include images or graphics. Article and Headline Display Options Results will let you articles in a variety of formats (e.g. HTML or Text, Full Article or headline with link to full article). Format for Printing will open a new browser window with selected headlines or articles specially formatted for printing. Format for Saving will open a new browser window with selected headlines or articles in a text-only format. Add to Workspace allows you to save useful articles or citations for later use, until you re ready to print, save, or these items. You can create workspaces and store 00 items in each. RTF will allow you to export headlines, articles and articles with a Table of Contents to your word processor. PDF will allow you to export headlines, articles or headline and articles with a Table of Contents in a presentation ready format. Use this flexible document format for saving and republishing articles in newsletters, intranets or other communication tools. Newsletter Builder lets you create and download Newsletters on the fly in many different formats to share throughout the organization. You can create up to 00 Newsletter editions with up to 00 items in each. Read post-processing FAQs. Copyright 0 Dow Jones and Company, Inc. All rights reserved. All other products mentioned are marks of their respective owners.

7 Alerts The Intelligence Engine. The news never stops, but you don t have to worry about missing important stories when you use Factiva alerts. Factiva.com automatically scans incoming news along with constantly updated website content for the topics, search terms, or companies that interest you. The latest articles are then sent to you via or RSS at selected times during the day or on a continuous basis. You can also view your alert online at any time. Create an Alert Click the Save as Alert button from your search results. A Create New Alert window will open with your search query already displayed. Name your alert (up to characters). Make additional modifications as needed. Use the options under Delivery Options to push your alert results to a News Page or an account (optional). Click Start Alerting. Tip: Configure your alerts for mobile viewing by selecting Mobile from the Format drop-down menu. LEARNING-0- Custom Delivery This feature allows you to select delivery options for your alert. Select Scheduled to receive new stories once or twice a day. Select Continuous to receive new stories whenever they become available. Select the other delivery preferences, including time zone, language and content format.

8 The Intelligence Engine. Manage Alerts Change any option for existing alerts, including including delivery, setup, deletion or search criteria. Edit changes the search query or delivery options. Delete deletes the alert. Public / Private is a toggle option that allows you to change the sharing state of your personal alert. Invite enables other Factiva users to receive your alert results. Make Widget allows you to create a widget for your site. Save activates your changes. Share Alerts Use this tool to share your alerts with other Factiva users.. Click Private to change your folder status to Public.. Click Invite next to a personal alert.. In the form, enter your name and address(es) for the Factiva users who who should receive an invitation to share your alert. Add a personal message if desired.. Click Copy me if you would like a copy of the invite sent to you.. Click Send Invite. Tip: View your alerts alongside other content using RSS. As an alternative to filling up your with alerts, you can deliver Factiva alerts (and other content from a variety of sources) to an RSS reader. Factiva. The Intelligence Engine Accurate. Powerful. Efficient. Copyright 0 Dow Jones and Company, Inc. All rights reserved. All other products mentioned are marks of their respective owners.

9 The Intelligence Engine. News Pages News Pages is an information portal that allows you to browse the current issues of your must read newspapers and business magazines, view Alert results, perform a Company Snapshot, and more from a single page. You can build a Personal Page and bring together your frequently-used Factiva.com features. In addition, Group Pages can be created by an administrator to share information among specific departments or across your entire organization. You also have access to Factiva Pages, created by Dow Jones Editors, which provide a collection of ready-to-use regional or industry-focused pages. Create a Personal Page This gives you a single view of your Saved Searches, top newspapers, and current market performance. Choose the News Pages menu and click the Personal Pages link from the sub-menu. Click the Create New Personal Page link and the Make a New Page screen will appear. To add industry or news subject content, select the radio button and choose from the Make this News Page about drop-down menu. This will add Top Industry or Subject Sources and News to your selections. Highlight sections from the Narrow and Wide Columns and click Add. Your selections will appear in the bottom half of the screen. Enter a name in the Name Your Page text box. Click Save. Note: If you have selected News Page sections that require more information (e.g. Newsstand), you will see an Edit Sections page. From the Edit Sections page, edit the items for each of the tabs. For example, on the Newsstand tab, you would select up to 0 publications that you would like to have displayed. LEARNING--

10 The Intelligence Engine. Receive the current day s news at a glance by setting up a Newsstand to see key headlines of the day from major news and business publications. 7 7 Click the News Pages tab. Click Personal Pages and select one from the drop-down menu. Click the Edit link next to the drop-down menu. You will be presented with the Update Page screen. Select Newsstand from the Wide Column and click Add. Click Save. You will be presented with the Edit Sections screen. From the Newsstand tab, select up to 0 publications. Selecting the name of the publication will display headlines from the Front Page or Cover Stories. To display other sections, click the + next to the publication name. A list of available sections will appear. Make your selections, click Add and Save. Factiva. The Intelligence Engine Accurate. Powerful. Efficient. Copyright 0 Dow Jones and Company, Inc. All rights reserved. All other products mentioned are marks of their respective owners.

11 The Intelligence Engine. Companies/Markets Researching your competitors, suppliers, customers or partners has never been easier. Use Companies / Markets to streamline the way you analyze a company through market data, interactive charts, financial statements and more. Retrieving a Company Snapshot By Company Name Click Company from the Companies / Markets menu. Select Company Name from the drop-down menu. Enter the company name in the text box. Click. By Ticker Click Company from the Companies / Markets menu. Select Ticker from the drop-down menu. Enter the company symbol in the text box. Click. Retrieving an Industry Snapshot LEARNING-- Click Industry from the Companies / Markets menu. Click the name of an industry to display the Industry Snapshot.

12 The Intelligence Engine. Get current and historical pricing on a variety of financial instruments including stocks, funds, currencies, and market indexes. Then use the Charting area to get a graphical view of the numbers. Retrieving Stock Prices Click Quotes from the Companies / Markets menu. Choose Stocks from the Select Instrument drop-down menu. Enter up to 0 symbols separated by spaces. If you do not know the stock symbol, click Symbol Lookup. Select Current or Historical Quote. Click Get Quote. Tip: If you have selected the Formatted Table display format, you can quickly retrieve an Interactive Chart. Simply click on the thumbnail chart or the Get Interactive Chart link. Get an Interactive Chart Click Charting from the Companies / Markets tab. Enter up to 0 symbols separated by spaces. If you do not know the stock symbol, click Symbol Lookup. Choose a Date Range and Display Option. (Optional) Check the box next to one or more market indexes under Comparison Indexes to benchmark your chart against it. Click Draw Chart. Factiva. The Intelligence Engine Accurate. Powerful. Efficient. Copyright 0 Dow Jones and Company, Inc. All rights reserved. All other products mentioned are marks of their respective owners.

13 Factiva Snapshot BETA Capture your essential news instantly with Factiva Snapshot. Factiva Snapshot provides you with a simple and effective way to find and monitor news and information on a specific industry, company, region or topic in a single place. With a rich variety of content including video, visualizations and timelines, Factiva Snapshots present your filtered news in organized, consumable modules so you can read, scan and digest it quickly. Get Started Create an Industry Snapshot in Two Clicks. Select one of the industries from the drop-down menu.. Click Go. Create a Snapshot by Region. Click the Add Page tab.. Choose Region.. Browse through the 9 available regions. Use the category links to view a specific region.. Click + to view a description.. Click to add the Region Snapshot. BRIGHT IDEA Use the scroll bar to browse full collection of Industry, Region or Shared Snapshots. Copyright 0 Dow Jones and Company, Inc. All rights reserved. All other products mentioned are marks of their respective owners. LEARNING-0-0

14 Subscribe to a Shared Snapshot. Click the Add Page tab.. Choose Shared Snapshots.. Browse through the available pages published by colleagues.. Click + to view a description.. Click to subscribe to the Shared Snapshot. BRIGHT IDEA Easily identify your Subscribed Snapshot by the inward pointing arrow in the Snapshot tab. Create a Your Own Snapshot. Click the Add Page tab.. Choose Create Your Own.. Provide a Page Name and Description.. Click.. Select one of the available modules.. Complete the required fields for the selected Module (i.e. Alert Module select the Alert folders you would like included). Copyright 0 Dow Jones and Company, Inc. All rights reserved. All other products mentioned are marks of their respective owners.