NewsEdge.com User Guide

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1 NewsEdge.com User Guide November 2013

2 Table of Contents Accessing NewsEdge.com... 5 NewsEdge.com: Front Page... 6 Saved Search View... 7 Free Text Search Box... 7 Company Watchlist... 9 Weather...12 NewsEdge.com: My News Page...13 Creating a My News Group...13 Free Text Search...15 NewsEdge Refinery...17 NewsEdge Refinery: Search Within Results...18 Story Folders...20 NewsEdge.com: Search Page...20 Quick Search...20 Guided Search...22 Boolean Search...33 Creating a Search/Alert using the Boolean Search Builder...45 Search Builder - Search Tips...49 Advanced Search...49 Advanced Search - Search Tips...50 Editing your Saved Search...52 Renaming your Saved Search...53 Deleting your Saved Search...54 NewsEdge.com: Working With Your News Results

3 Saved Search Viewer Title Bar...55 Story Results...58 Headline Navigation Bar...61 Story Folders...61 Create New Folder...62 NewsEdge.com: Manage Page...65 Alerts...65 Story Folders...69 Web News Widgets...71 Configuring your Web News Widget...71 Integrating your Web News Widget...72 My RSS Feeds (RSS on Demand)...73 Upload a Story...74 NewsEdge.com: Publish...77 Destinations...77 Populating an List...78 Newsletters for your Web Server...79 Adding Artwork...81 Building Your Template...82 Working with your Newsletter...89 Changing Your Password...92 Date and Time Formats...93 Search Results...93 Language...93 Weather

4 and Story Folders...94 Appendix: Upload a Story Multiple Story Format

5 Accessing NewsEdge.com To access NewsEdge.com, enter the URL new.newsedge.com into any browser. Enter your address and password in the sign in area of the page, and then click. By checking the box labeled Remember me, NewsEdge.com will remember your username and password on your computer every time you go to NewsEdge.com and you will not have to sign in again. Please note that you should not choose this option if you are using a shared computer. You can remove the Remember me option when you choose Sign out within the product. If you are having trouble accessing your account, please contact your company administrator

6 NewsEdge.com: Front Page The Front Page is the page you see when you first sign in to NewsEdge.com. Thereafter, NewsEdge.com remembers where you are in the product when you sign off, and will return you to that page the next time you sign in. Please note that your NewsEdge.com subscription may not have access to all pages covered in this guide. Please contact your NewsEdge.com administrator if you have any questions about your company s particular NewsEdge.com subscription. NewsEdge.com offers 3 levels of access; personal, group or organization. The Front Page is the designated area for NewsEdge.com corporate and group administrators to highlight news and information that is important on a company or group level. The Front Page can track your company in the news, news on your competitors, news on events happening in your industry and more. NewsEdge.com administrators can set the saved search information found on this page. For more information on how to create a saved search and save it to this page, please refer to the Search Page section. On the Front Page, your administrator selects companies for inclusion in the Company Watchlist, and designates geographic areas for Weather. The Front Page is divided into several sections: Company Watchlist, Free Text Search Box, Weather Module, and Saved Search Headline Viewers

7 Saved Search View This view will contain searches created by your NewsEdge.com corporate or group administrator. These saved searches on the Front Page are predefined with read-only access. You can perform instant searches with the Quick Search box located in the upper right hand corner or add your own personal saved searches. Please refer to the Search Page section for further explanation of saved search functionality. All the saved searches are listed in the left hand column for easy access. The number of stories for each search is indicated in parentheses next to each search title. The first 5 results for any expanded saved search are shown in the middle column headline viewers. The headline, story summary and applicable story photo are displayed although you can customize how your results are displayed. See Saved Search Results for more information on how to customize your results display. To access all stories that are available in each saved search, use the page numbers or previous/next arrows located on the bottom bar of each saved search. You can also click on the double arrow icon ( ) to jump ahead in your search results by 5 pages. You can also use the calendar picker in the lower right hand corner to jump results from a particular day. Free Text Search Box The Free Text Search box allows you to perform instant ad-hoc searches. The Free Text Search is a single concept search which means you can enter either a single word or multiple word phrases. To use a multiple word search, you must choose your qualifier; any or all, to join your terms. Example: To search on the Unilever, type the company name in the search box

8 After you enter your search criteria, click the find icon ( ). A pop-up window will open containing your results. The top bar will contain your search terms as well as the total number of results. This number indicates the number of search results relevant to your search criteria; however, the quick search will only return up to 50 results from the last 7 days. If you are interested in reading the full result set, you will need to save this as a new saved search or perform this search on the Search Page. See the Search Section to learn more about how to conduct a search. If you would like to save this as a new saved search, click on the save icon ( ). You will be prompted with a menu to create this as a new saved search. You can also choose to put this directly to Front Page or to your My News page. You will also be prompted to identify which Group the search should be assigned. Then, you can name your saved search and click. If you are not interested in saving this search, simply click on the close window icon ( ). Choose Search from any page to link to the NewsEdge.com Search Page

9 Company Watchlist Create a personal Company Watchlist to see an overview of selected companies, showing the ticker symbol and latest delayed quote information. Click on any ticker in your Watchlist to gain access to detailed quote information, charts and other company financials. The Company Watchlist can be set up by the administrator to display default companies but it is completely customizable by the end user. To add a company, enter the company name or ticker symbol into the Add a company box and click the find icon ( ). If choosing to enter a ticker symbol, use a / in front of the symbol. If your request produces more than one result, you will need to select your desired company or multiple companies and click add to Watchlist. If provided, NewsEdge.com will use your location in Preferences to highlight the company ticker on your preferred exchange. Click on the highlighted company name to see any other exchanges that list your company. If at any time you wish to remove a company from your watchlist, simply click on the delete icon ( ) to delete this company from the view. Click on any ticker in the Company Watchlist to access more information. Now available on the left column, there are 3 different reports to choose from. Detailed Quote Shown first in your middle column results view, this is a presentation of detailed quote information for publicly traded companies across the globe including those from all North American exchanges, as well as, major exchanges across Europe, Australia, Asia, South America and Africa. Users see the latest trade information, previous trading day s close, as well as, the 52 week high and 52 week low data. The information is dynamically updated throughout the trading day on a delayed basis pursuant to stock exchange requirements and can be refreshed at any time by clicking the refresh icon ( )

10 Chart The Chart report offers multiple options for viewing the same companies offered in our quote views. By clicking on the options icon ( ) on the chart results bar, you will be presented with a menu to choose; chart type, frequency and chart length. Chart type includes; Price/Volume, Price Comparison, Price/Earnings, Traded Volume, HighLowClose/Volume, Total Return, Price, HighLowClose and Volume charts. The Frequency option allows you to pick the frequency of the data points used. Choices include; Intraday, Daily, Weekly, Monthly, Quarterly and Yearly. The Length option is the length of time your chart will begin and end. Choices includes; intraday, by month, by quarter, by year and more. Additionally, you can choose multiple ticker symbols to perform comparisons within each chart. Simply add one or more ticker symbols into the Compare To box. When using multiple ticker symbols you will need to separate multiple ticker symbols with a comma. The new chart will show data from all selected tickers in one combined chart

11 Filings The Filings Report is the third choice in company reports. This option offers access to filings for all publically traded companies in North America including 10-K and 8-K reports. When you are done viewing these reports, simply click on the close icon ( close the report view and return to the Front Page. ) in the upper left to Also included in the Company Detail view is a Headlines section. This contains the latest headlines about your company using your selected company ticker symbol

12 Weather NewsEdge.com provides a 5-day weather outlook view for your Front Page. The weather view is customizable by the end user. You can set your preferred location by clicking on the options icon ( ). In the menu provided, enter city, city and state, zip code, or city and country. NewsEdge.com will search for your location and will allow you to choose if there are multiple results matching your location criteria. Additionally, you can set your temperature preference by selecting Celsius or Fahrenheit. Weather will track only one location at a time and can be changed at any time by clicking the options icon ( )

13 NewsEdge.com: My News Page The My News page is the page to have all your customized news in one place. My News page is divided into several sections. Saved searches can be categorized into My News Groups. These groups are found on the My News Group Title Bar. All saved search groups can be accessed here. Once you select the group you are interested in, all saved searches within that group are listed in the left hand column for easy access with headline viewers displayed in the middle column. Creating a My News Group First, you will begin by creating your personalized group heading. By clicking the WRENCH icon at the top right ( ) on the title bar, you will see all of the groups available for your page. Select Click to Add Group to get started

14 You are prompted to name your group and click. You will now have a blank group view ready to populate. Click on the WRENCH icon again in order rename your group, or to delete it.. In the lower left hand corner is the Add Headline Viewers box. A pop-up window will appear containing all the saved searches you can access. You can choose to look at only those saved searches in your personal, group or organization levels or browse through all saved searches available. You may also include any shared story folders by selecting the Include Shared Story Folders box. Alternatively, if you know the name of the saved search you want to add, simply click on the lookup icon ( ) for a search box to appear. You can type the name of the saved search into this text box. Once you have found the saved search you want, click the check box(es) next to your saved search name(s) and click

15 Any saved searches you selected will be listed in the left column and the story results will now appear in the headline viewers. You can repeat this process to add more saved searches into your My News page groups. You can also hide this left column to maximize your story results view. Simply click on the Close List arrows ( ) to hide the left column. You can then click on the reverse arrows or Open List arrows ( ) to unhide your saved search list. Free Text Search The Free Text Search box is also available on the My News page just as it is on the Front Page. This feature allows you to perform instant ad-hoc searches. The Free Text Search will return the most recent 50 results from the last 7 days. Free Text Search is a single concept search which means you can enter either a single word or multiple words. To use a multiple word search, you must choose your qualifier; any or all to join your terms. Example: To search on either the words flu, H1N1 or the phrase swine flu you would put the following term into the search box and click on the any qualifier. After you enter your search criteria, click the find icon ( ). A second window will open containing your results. The top bar will contain your search terms as well as the total number of results

16 This number indicates the number of search results relevant to your search criteria; however, the Free Text Search will only return up to 50 results. To read the full result set, you will need to save this as a new saved search or perform this search in the Search Page. If you would like to save this as a new saved search, click on the save icon ( ). You will be prompted with a menu allowing you to create this as a new saved search. You can choose to put this directly to your My News page and assign it to an existing News Group. You will be asked to name your saved search and then you will click. If you are not interested in saving this search, simply click on the close window icon ( ). Choose Search in the Free Text Search box to navigate to the NewsEdge.com Search page. See Search Page for more information on search functionality

17 NewsEdge Refinery The NewsEdge Refinery provides an intuitive look into Acquire Media s taxonomy and classification system. To help you refine your search results or discover news you may not have been aware of, the NewsEdge Refinery categorizes the news into 3 different facets. Quickly find every company, industry and subject that is connected to your search results, as well as, the percentage of stories where the terms are mentioned. To begin using the NewsEdge Refinery within your saved search, highlight the saved search of interest. This can be done by clicking on your saved search either in the left column or on the headline viewer, and then at the right, the NewsEdge Refinery will show you the top companies, industries and subjects that are contained in your results for each saved search. For each facet (companies, industries, people, places, sources and subjects), the top 5 listings are shown for a quick glance. The number in parentheses next to each company, industry or subject listed in the facets is the percentage of stories containing that term from your saved search results. The default is to show 5 listings per facet. To see the full listing, click on the facet (companies, industries or subjects). Click on the - ( ) next to the facet name to collapse the results or the + ( ) to expand the results again. Click on the facet name again to display all facets and their original results. If you wish to use any of these terms to refine your saved search results, click on the box next to the term(s) you are interested in and click. This will conduct a new search using your existing saved search terms and the terms you have just selected in the NewsEdge Refinery

18 The results will appear in the headline viewer. After reviewing your results you can save this search query as a new saved search, as a replacement to the original saved search or you can return to your original search without saving the changes. By clicking on the save icon ( ) you will be prompted by a menu to either update the existing saved search or to create a new saved search. If you choose to save this as a new saved search, you will further prompted with options to save to your My News page, assign it to a group and to name the new saved search. Click and your saved search will now appear in NewsEdge.com. If you want to return to your original saved search, simply click on the refresh icon ( resubmit your original saved search query. ) to The NewsEdge Refinery is there to help you narrow your search to find exactly what you need but it can also help you discover new information. You may find terms listed in the refinery that might take you on a new search path. If there is a term of interest, you can click on the term itself. Each term is a link to an independent new ad-hoc search. A smaller window will open and you will be presented with the latest headlines found using that taxonomic term. If you are interested in saving this search, click on the save icon ( ) to be prompted to create a new saved search, save this to your My News Page, assign it to a group and to name the new saved search. Click and this new saved search will now appear in NewsEdge.com. If you are not interested in saving this search, simply click on the close window icon ( ). NewsEdge Refinery: Search Within Results To search within the results of any saved search, begin by highlighting the saved search you are interested in. This can be done by clicking on the saved search title either in the left column list or in the middle headline viewer. Enter your additional search criteria in the within results box in the NewsEdge Refinery section and click

19 Your updated results will now appear in the same headline viewer. The number of stories pertaining to your updated search will be reflected in the parentheses next to your saved search name located in the left column. If you want to return to your original saved search, click on the refresh icon ( search title bar to resubmit your original saved search query. ) on the saved If you are satisfied with the results from the new terms added, you can easily update your saved search or save as a new saved search. Click on the save icon ( ) to either update the existing saved search or to create a new saved search. If you choose to save this as a new saved search, you will be further prompted with options to save to your My News page, assign it to a group and to name the new saved search. Click NewsEdge.com. and your saved search will now appear in

20 Story Folders The Story Folders offer each end user the unique ability to deposit stories of interest into personalized folders. You then have the flexibility to take action at a later time. Story Folders are located at the bottom of every page within NewsEdge.com. No matter where you are in the product, you can save stories into these folders where you can read, share, and/or print your collected stories when it is convenient. NewsEdge.com: Search Page The Search page offers four levels of search to help every user to execute targeted, highly relevant searches from the novice searchers to the advanced search professionals. Each of these search levels Quick Search, Guided Search, Boolean Search and Advanced Search are easily accessed from the Search page. Simply use your preferred search interface. Quick Search This interface is designed for the simplest search experience, but one that allows end users without much search experience the ability to adjust their search results quickly at the headline view

21 On the Quick Search interface, users only need know that Phrases must be put in double quotes, such as my search phrase and Entering multiple search terms will find articles with any of your keywords (searchers may also type AND between search terms) Searchers typing a keyword will encounter the automatic look-up, and thereby be able to select a company or other appropriate code: Once headlines have been retrieved, users have the option of quickly refining their search by expanding or contracting the date range or the source content (either licensed or web) by clicking on the plus or minus signs, as shown below. Next, the user clicks on Search Again. This facility helps novice users who are much less likely to change their settings by modifying their search

22 Guided Search Guided Search is a search interface in NewsEdge.com that enables users to create powerful, multi-faceted searches without having to be an information professional. The approach is simple. Enter your keywords and enhance the search query with the addition or exclusion of NewsEdge.com s facets company, subject, industry, location, source, and people, to help target your search results. You can further refine your search by date, language and other sorting preferences. Behind the interface, NewsEdge.com is developing the Boolean search string. Guided Search is divided into several sections. The Free Text box is where you can enter in as many keywords or phrases as your search requires. You must also assign an any or all operator. Any will search for any of the terms in the Free Text box and all will return results containing all your terms. The default will be to search on any of the terms. You can also direct NewsEdge.com on where to look for your search terms. Choose to limit your search to just the story headline, lead paragraph, throughout the story body text or just in the metadata. The default is to search anywhere which is in all the aforementioned places

23 The Facets section allows you to further enhance your search using NewsEdge.com s taxonomic facets. The facets include company, subject, industry, geographic location, people and source. Simply click on any of the Facet buttons to browse the Acquire Media s taxonomy to include or exclude specific terms from your search. Company The company facet allows you to identify the name of the company you would like to include or exclude in your search and will search for matching results in every story s metadata managed by Acquire Media. Over 65,000 public companies and 520,000 private companies from across the globe are managed and contained in Acquire Media s company taxonomy. Browse through an alphabetical listing of the companies or enter a company name into the text box at the bottom and click. NewsEdge.com will display all the companies that closely match your company name. Once you have located your company name, click on either the include icon ( ) or exclude icon ( ) depending on how you want to use this term in your search. Click the button and your company will be added to the Facets section accordingly. You can choose as many companies as you wish. Close this window by clicking the close window icon ( ). Subject The subject facet allows you to narrow your search to only those subjects that matter to you. Acquire Media manages over 1,500 different subject codes to help you pinpoint your search. Browse through the top level subject codes or click on the expand icon ( ) to see any subcategories that are available. Click on the collapse icon ( ) to

24 collapse the subcategories. You can also type in the subject you are looking for into the text box at the bottom and click. NewsEdge.com will display all the available subjects that closely match your entry. Once you have located your subject, click on either the include icon ( ) or exclude icon ( ) depending on how you want to use this term in your search. Click the button and your subject will be added to the Facets section accordingly. You can choose as many subjects as you wish. Close this window by clicking the close window icon ( ). Industry The industry facet allows you to select from over the 1,000 industries in the Acquire Media taxonomy to further filter your search. Similar to the subject facet, you can browse through the top level industry codes or click on the expand icon ( ) to see any subcategories that are available. Click on the collapse icon ( ) to collapse the subcategories. You can also type in the industry you are looking for into the text box at the bottom and click. NewsEdge.com will display all the available industries that closely match your entry. Once you have located your industry, click on either the include icon ( ) or exclude icon ( ) depending on how you want to use this term in your search. Click the button and your industry will be added to the Facets section accordingly

25 You can choose as many as you wish. Close this window by clicking the close window icon ( ). Location The location facet allows you to use geographic locations to help define your search. Over 70,000 global geographic locations are managed in the Acquire Media taxonomy. Enter a location into the search box to search for any story identified with the specified location and click. If you are unsure of a location name, simply click on the expand icon ( ) to begin drilling down until you get to your desired location. Click on the collapse icon ( ) to collapse the subcategories. Once you find the location you want click on either the include icon ( ) or exclude icon ( ) depending on how you want to use this term in your search. Click the button and your location will be added to the Facets section accordingly. You can add multiple locations by selecting more than one box. When you have finished, close the window by clicking on the close window icon ( )

26 People The people facet allows you to use the People authority file from Hoovers to help define your search. People contains over 330,000 executives and people making news throughout business and industry. Enter the last name of the person you would like to search into the Find text box and click. Once you locate the name you would like to include or exclude, use include icon ( ) or exclude icon ( ) to make your selection and click icon ( ).. When you have finished, close the window by clicking on the close window

27 Each facet button will behave the same with the exception of Source. Source offers multiple levels of choice. You can use the Source facet to refine your search through the following options: Licensed/Web this allows you to distinguish between content that is licensed and resides in the NewsEdge.com content collection or that content that has been indexed online and is available through web links. Source Type this is a list of the various content source types ranging from academic journal to newspapers to regulatory filing. There are 20 different types to choose from. Geographic Origin this helps you to narrow to origin of the content source. For example, if you may be looking for local coverage of an event occurring in London, England. By selecting London, England from Geographic Origin, your results would only be from sources local to London. Classification this allows you to select from NewsEdge.com s industry or subject facets to narrow your search. Results will come from content sources that cover and specialize in these subjects/industries

28 Language this will allow you to limit the language of your content source. NewsEdge.com has content sources in over 33 languages. You can make any number of selections in the Source facet and choose to include or exclude these content sources from your search. If you have multiple selections from the Source categories, they will be displayed under each Source category option. A click on the List All icon ( ) will display all of your selections for that category. To remove any of your selections, simply click on the remove icon ( ) and this selection will be removed from your search criteria. Alternatively, you can click on the words clear all filters in the upper right to clear all selections you have made in the Source facet. Now that you have determined your keywords for the Free Text search box and have selected the NewsEdge.com Facets you wanted to help construct your search criteria, you can set the search parameters to further impact your results in the Settings section. Here you can limit the time frame for your search, select only results by language(s), and/or filter your results to show only NewsEdge Picks, flagged stories, or to cluster story results

29 Settings Options: To filter by date, you can select by predefined date ranges of Today (beginning at 12:00 am through present time), Past 2 Days (the previous business day through current day), Past 7 Days (the past seven days), Past 30 Days (the past 30 days), This Quarter (all days available in the current quarter) or All (all available history). You can also select your own custom date range by choosing the within the range option and selecting your start and end dates. There is a calendar picker available for easy date selection. There is an optional choice for an archive Federated Search. Through partnerships established with NewsEdge including a deep archive from Dialog Newsroom as well as EBSCO. NewsEdge.com will conduct a federated search with over their archive history. These archives are available as an added service to the NewsEdge.com subscription

30 Designate how your results will be displayed. Under Results Display choose to show your results in the order of Receive Date, Relevance or Publication Date. Receive date - the timestamp by which the story is processed in Acquire Media s realtime content delivery system. Relevance - the highest ranking of the stories that match your search criteria regardless of date. Publication date - the date assigned by the content source. Acquire Media will often receive periodicals and trade journals pre-publication. Also under Results Display you can designate how many results you want returned in one view along with whether you want to view headlines only or headline and summaries. You can choose to limit your results to those stories that have been identified as highly relevant by selecting the Relevance Filter check box. This allows you to select NewsEdge Picks only checkbox. NewsEdge Picks are stories that have been flagged by Acquire Media through its editorial processes as highly relevant to your search (85% or higher). You can also set your own threshold by choosing the Threshold above radio button and selecting your desired percentage of relevance from the menu. Select to have duplicate stories removed. Stories are considered duplicate if there is an exact match to the headline and the summary of a story with the exception of punctuation, capitalization and stop words. Select the clustering option to have all like stories clustered together. With clustering turned on, NewsEdge.com will look at your result set and group all stories that are significantly similar using names, locations, proper nouns and more to determine the cluster. Only the first story in the cluster will appear and the cluster icon ( ) will be displayed. NewsEdge includes word counts as a method for fine-tuning search results. Check this box and use the more than or less than operators with your preferred word count. Please note that word counts are only available for licensed stories and are not available for web content. Filter your results by selecting only flagged stories. This allows you to see only flagged stories in your results set. This will select all flagged stories available to you either from stories you have flagged or others have flagged and shared with you. Flagged stories have the flag icon ( ) next to the headline. The last sub-section is Source Filtering. This allows you limit your search results by the content collection. First you can do so by using the content sliders for both our licensed

31 content set and our WebLinked content. Choose from None through All to customize your search. Mouse over the package names for further details about what is contained in each. The other Source Filtering buttons allow you to select source filters to either include in your search or exclude from your search. Simply click on each option to see the full browser. Use the hierarchy to browse or use the find text box to search each browser. Choose from the following: Source Type this is a list of the various content source types ranging from academic journal to newspapers to regulatory filing. There are 20 different types to choose from. Geographic Origin this helps you to narrow to origin of the content source. For example, if you may be looking for local coverage of an event occurring in London, England. By selecting London, England from Geographic Origin, your results would only be from sources local to London. Classification this allows you to select from NewsEdge.com s industry or subject facets to narrow your search. Results will come from content sources that cover and specialize in these subjects/industries. Language this will allow you to limit the language of your content source. NewsEdge.com has content sources in over 33 languages

32 You can continually refine your search until you are satisfied with the results. A click of the save button will save your search for ongoing monitoring. You can also choose to make your saved search visible to those users in your group or to the entire organization. Share your saved search with colleagues interested in the same subject matter. Only you can edit your search criteria. However once shared, users can copy your saved search and edit for their personal use. Not only does this help users collaborate, it saves time and energy when colleagues can build off the knowledge sharing process

33 Boolean Search The Boolean Search option can be found on the Search navigation bar. This interface provides a wizard-like template designed to make building Boolean search strings easy. The Boolean Search page is divided into several sections. Search clauses: Settings:

34 Saved Searches: NewsEdge.com s Boolean Search builder is divided into 3 sections: Include, Exclude section and Settings. The Include and Exclude sections operate in the same manner. Using a term and clause approach, each section will display the default of 3 term boxes as well as 2 clauses however there is no limit to the number of terms or clauses you can use. The term box is where you will input your search criteria. Each term box has a drop down menu of search facets beneath it to direct NewsEdge.com on where to search for that term. Your search facet choices are company, industry, location, source, subject, headline, lead, story, and metadata. The default setting for each term is set to anywhere. This operates as a free text search and will search across all Acquire Media codes, metadata and within the story itself for all

35 mentions of your search term. By using this setting, results will be returned for any match of your term regardless of where it appears. For tips on using free text searching, please refer to the Search Tips section. Company, industry, location, people, source and subject search facets are all based on the Acquire Media taxonomy. Similar to Guided Search, you can use Acquire Media s taxonomy to enhance your search using a specific company, industry, location, source, and/or subject facet. Once you select any of these choices, a lookup icon will appear ( ) on the right side of your term box. Enter the full term, partial term or simply click on the lookup icon to find the term you wish to use in your search. Company The company facet allows you to identify the name of the company you would like to use in your search and will search for matching results in every story s metadata managed by Acquire Media. If you are not sure of a company name you would like to include, use the lookup feature to search from over 65,000 public companies and 520,000 private companies from across the globe contained in Acquire Media s company taxonomy. Upon clicking the lookup icon ( ), a small window will appear showing all the companies that closely match your company name. Click on the include icon ( ) next to the company you want and click. This will add your company to the search builder appropriately. You may add multiple companies by checking more than one box. Close this window by clicking the close window icon ( )

36 Industry The industry facet allows you to select from over the 1,000 industries in the Acquire Media taxonomy to further filter your search. If you are unsure of the industry name you want to use, click the lookup icon ( ) to find the closest match or to browse the Acquire Media industry taxonomy. Click on the include icon ( ) next to the industry you want or click on the expand icon ( ) to drill down into subcategories for the industry. Once you find the industry you want click. This will add the designated industry to the search builder appropriately. You may add multiple industries by checking multiple boxes. Close this window by clicking the close window icon ( ). Subject The subject facet allows you to narrow your search to only those subjects that matter to you. Acquire Media manages over 1,500 different subject codes to help you pinpoint your search. Use the lookup feature by clicking on the lookup icon ( ) to find the closest match or to browse the Acquire Media subject taxonomy. Once you find the subject you are interested in, click on the include icon ( ) or click on the expand icon ( ) to drill down into subcategories for that subject. When you are finished, click. This will add the designated subject code to the search builder appropriately. You can add multiple subjects by checking more than one box. Close this window by clicking the close window icon ( )

37 Location The location facet allows you to use geographic locations to help define your search. Over 70,000 global geographic locations are managed in the Acquire Media taxonomy. Enter a location into the search box to search for any story identified with the specified location. If you are unsure of a location name, simply use the lookup feature to find the places in the Acquire Media taxonomy by clicking the lookup icon ( ). A small window will appear taking you step-by-step through the geographic locations available. Click on the include icon ( ) next to a location or click on the expand icon ( ) to see other choices related to that location. Once you find the location you want click. Your location will be added appropriately. You can add multiple locations by checking more than one box. When you have finished, close the window by clicking on the close window icon ( )

38 People The people facet allows you to use the People authority file from Hoovers to help define your search. People contains over 330,000 executives and people making news throughout business and industry. Enter the last name of the person you would like to search into the Find text box and click. Once you locate the name you would like to include or exclude, use include icon ( ) or exclude icon ( ) to make your selection and click icon ( ).. When you have finished, close the window by clicking on the close window

39 Source The sources portion enables you to refine your search by the content sources available through your subscription to NewsEdge.com. If you are unsure of the exact name of the content source you wish to use, you can use the source lookup by clicking on the lookup icon ( ). The Source browser window offers a variety of ways to find the content sources you are interested in. The options include: Licensed/Web this allows you to distinguish between content that is licensed and resides in the NewsEdge.com content collection or that content that has been indexed online and is available through web links. Source Type this is a list of the various content source types ranging from academic journal to newspapers to regulatory filing. There are 20 different types to choose from. Geographic Origin this helps you to narrow to origin of the content source. For example, if you may be looking for local coverage of an event occurring in London, England. By selecting London, England from Geographic Origin, your results would only be from sources local to London. Classification this allows you to select from NewsEdge.com s industry or subject facets to narrow your search. Results will come from content sources that cover and specialize in these subjects/industries

40 Language this will allow you to limit the language of your content source. NewsEdge.com has content sources in over 33 languages. When you have found the content source you want for your search, click on the include icon ( ) next to the source name and click. This will add the designated source to the search builder appropriately. You may add multiple sources by checking more than one box. If you have multiple selections from the Source categories, they will be displayed under each Source category option. A click on the List All icon ( ) will display all of your selections for that category. To remove any of your selections, simply click on the remove icon ( ) and this selection will be removed from your search criteria. Alternatively, you can click on the words clear all filters in the upper right to clear all selections you have made in the Source facet. Close this window by clicking the close window icon ( ). The remaining search facet options direct NewsEdge.com where to search within a story for a specified keyword. Enter your keyword into the term box and select to search within the story text by selecting headline, lead, or text (to search the story body). The final search facet is metadata which will restrict your search to the story provider s metadata

41 Each term box is connected with an OR qualifier. This means that NewsEdge.com will search on any of the terms you identify where you designate the search. This is the default setting. If you click on the OR qualifier button ( ) you will change the setting to an AND qualifier. This will search for all the terms you identify in your term boxes. You can have 1 term or add as many terms as you need. You can add more terms and term boxes by clicking located on the right side of this section. Each row of term boxes is called a clause. Each clause is connected by an AND qualifier. When you choose to search on more than one clause, NewsEdge.com will search any of the terms in the first clause and any of the terms in the second clause. This is also a default setting. You can choose to change the AND qualifier to OR by clicking on the AND qualifier button ( ). You can add more clauses to your search by clicking located at the bottom of the section. The third section of the search builder is Settings. There are many options to help narrow your search such as by date and language. You can also decide how your results will be sorted. The settings chosen here will override your defaults set in the Preferences section. To learn more about Preferences, see the Preferences portion of this guide

42 Settings Options: To filter by date, you can select by predefined date ranges of Today (beginning at 12:00 am through present time), Past 2 Days (the previous business day through current day), Past 7 Days (the past seven days), Past 30 Days (the past 30 days), This Quarter (all days available in the current quarter) or All (all available history). You can also select your own custom date range by choosing the within the range option and selecting your start and end dates. There is a calendar picker available for easy date selection. There is an optional choice for an archive Federated Search. Through partnerships established with NewsEdge including a deep archive from Dialog Newsroom as well as EBSCO. NewsEdge.com will conduct a federated search with over their archive history. These archives are available as an added service to the NewsEdge.com subscription

43 Designate how your results will be displayed. Under Results Display choose to show your results in the order of Receive Date, Relevance or Publication Date. Receive date - the timestamp by which the story is processed in Acquire Media s realtime content delivery system. Relevance - the highest ranking of the stories that match your search criteria regardless of date. Publication date - the date assigned by the content source. Acquire Media will often receive periodicals and trade journals pre-publication. Also under Results Display you can designate how many results you want returned in one view along with whether you want to view headlines only or headline and summaries. You can choose to limit your results to those stories that have been identified as highly relevant by selecting the Relevance Filter check box. This allows you to select NewsEdge Picks only checkbox. NewsEdge Picks are stories that have been flagged by Acquire Media through its editorial processes as highly relevant to your search (85% or higher). You can also set your own threshold by choosing the Threshold above radio button and selecting your desired percentage of relevance from the menu. Select to have duplicate stories removed. Stories are considered duplicate if there is an exact match to the headline and the summary of a story with the exception of punctuation, capitalization and stop words. Select the clustering option to have all like stories clustered together. With clustering turned on, NewsEdge.com will look at your result set and group all stories that are significantly similar using names, locations, proper nouns and more to determine the cluster. Only the first story in the cluster will appear and the cluster icon ( ) will be displayed. NewsEdge includes word counts as a method for fine-tuning search results. Check this box and use the more than or less than operators with your preferred word count. Please note that word counts are only available for licensed stories and are not available for web content. Filter your results by selecting only flagged stories. This allows you to see only flagged stories in your results set. This will select all flagged stories available to you either from stories you have flagged or others have flagged and shared with you. Flagged stories have the flag icon ( ) next to the headline. The last sub-section is Source Filtering. This allows you limit your search results by the content collection. First you can do so by using the content sliders for both our licensed

44 content set and our WebLinked content. Choose from None through All to customize your search. Mouse over the package names for further details about what is contained in each. The other Source Filtering buttons allow you to select source filters to either include in your search or exclude from your search. Simply click on each option to see the full browser. Use the hierarchy to browse or use the find text box to search each browser. Choose from the following: Source Type this is a list of the various content source types ranging from academic journal to newspapers to regulatory filing. There are 20 different types to choose from. Geographic Origin this helps you to narrow to origin of the content source. For example, if you may be looking for local coverage of an event occurring in London, England. By selecting London, England from Geographic Origin, your results would only be from sources local to London. Classification this allows you to select from NewsEdge.com s industry or subject facets to narrow your search. Results will come from content sources that cover and specialize in these subjects/industries. Language this will allow you to limit the language of your content source. NewsEdge.com has content sources in over 33 languages

45 Creating a Search/Alert using the Boolean Search Builder To search or create a saved search you simply begin by typing in your search criteria into the term boxes. Choose any of the search facets to help you fine tune your search. The more facets you use, the further you will narrow your search to ensure you retrieve exactly the results you need. As you input each search term into the search builder, your search string is building dynamically. Use the Include and Exclude sections to help define the criteria you want see in your results as well as those you wish to have removed

46 As you enter your terms into the term boxes, you will see a star icon ( ) will display next to your term box when using your term in conjunction with certain NewsEdge.com facets. For the company facet, the star icon is your indicator for whether your search should return results that mention your term or that are highly significant to your term. When the star is grey, this means that your term is set to mention. NewsEdge.com will search for any story that mentions this term. When the star is red means that your term is set to significant. NewsEdge.com will search for any story that is highly significant to this term. Simply click on the icon to adjust the level accordingly. For any industry or subject facet, the star icon is also used but reflects a relevancy indicator your term has to your results or grade. A grey icon means your industry or subject term has a low level of relevancy to your results (grade C or D). A red star icon means your industry or subject term is highly relevant to your results (grade A or B). Simply click on the icon to adjust the level accordingly. Once you have finished entering your search criteria, you can click, NewsEdge.com will run your search and deliver the most recent headlines pertaining to your search. The full count of search results will appear in the top bar

47 The example above shows preview results where industry setting is set to a low relevancy score ( ). The example below shows the same search but the industry setting is set to highly relevant ( ). Note the changes to the search results. Once you ve had the chance to review your results, you can close the window by clicking on the close window icon ( ). If you aren t satisfied with the results, you can go back to your search string and make edits to your query. If you want to remove any term from your search, simply click the clear icon ( ) in that specific term box. This will remove the term without affecting any other portion of your search. To remove all the search terms and begin a new search, you can click. If you are satisfied with the results in the results window, you can save this search by clicking found in the lower right. Type the name of your search and click OK

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