Advisen News Search - Quick Start Guide
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1 Advisen News Search - Quick Start Guide The Purpose of Advisen News Search Advisen News Search takes you through an easy 2-step process to search through millions of articles and Advisen proprietary content across over 3,000 new s sources. First, you will define your search by one or all of the following: a specific company, keywords, news sources, or predefined news topics, within any specified date range. You can also choose to run one of Advisen s Saved Searches to quickly find articles related to pertinent insurance related topics. The end result is a list of News articles that matches your filters. You can then browse through and print select articles, save your search, or bookmark (save articles) any number of selected articles to the Saved Searches tab (and under My Advisen -> My Searches) or an existing Workup. To locate Advisen News Search in Advisen: from the top menu, hover over News and select Advisen News Search. If you are looking for news on a specific client or prospect, first search for and select the company in the Company QuickView (left green panel), then expand News & Developments and click any of the Express news searches to run a quick search for the company, or click Advisen News Search to perform a more advanced search described in detail below. STEP 1. Enter search criteria, select sources & topics: Define your news search. a. Search Criteria Tab: Choose the Company, Keywords and Time Period for your news search. i. Company: If you are looking for news on a specific client or prospect, first select your company using the Company dropdown. If your company is not in the list, first search for and select the company in the Company QuickView (left green panel). ii. Keywords: To search for specific words or phrases, enter text into the keyword box below the company dropdown. Use quotes around the entire phrase to search for the exact phrase match (and not the individual keywords). You may also use logical operators AND and OR in your keyword search. For example, if you enter (malpractice AND negligence), Advisen News search will find any articles that contain both words "malpractice" and "negligence". Similarly, using OR, for example (property OR casualty) will find any articles that contain either words "property" or "casualty. When using complex keyword queries, it is essential to group commands in parenthesis. For example, searching ((malpractice OR negligence) AND (medical OR physician OR doctor OR professional)) to search for articles with malpractice AND either of these words: medical, physician, doctor or professional. iii. Where to Search: Leave the Search for Words In radio button set to Entire Document to search through all of the article s sections. If you want change this, for example to only search in the title of the document, switch the radio button to Title only.
2 iv. Time Period: Change the time period of the news search by setting the Select a Time Period dropdown to one of the pre-defined time periods. You may also search using a customized date range, by adjusting the Enter a Date Range tool below the pre-defined Time Periods. By default, the time period is set to 3-Months. v. News Search Example: To search for a company s product announcements over the past year, first select the company from the Company dropdown, place keywords product announcement or a similar phrase, in the Keyword area, leave Search for Words In radio to Entire document, set Select a Time Period to The Past Year, and click the Search button (or click the Search Results tab) to view the articles. Fig. 1, Entering Search Criteria: Selecting the company, and entering the keywords of your desired search (You may also use logical operators AND and OR in keyword search and group sets of queries in parenthesis). *Hint: You may also toggle between Broad and Narrow search by clicking these radio buttons just above the Time Period selection. Broad search is a generalized search designed for smaller companies for which fewer articles may exist. If your search result set is too large, Advisen recommends switching the Search Type radio button to Narrow search. Narrow is a complex company search, with results being more exact for the company you have selected. However, this search may take longer to run and may constrict the number of articles returned. Advisen recommends using this selection only for companies consistently covered in the news such as large public companies.
3 Fig. 2a, Select a standard Time Period. Fig. 2b, Enter a custom date range. b. News Sources Tab: Select preferred News Sources. i. Use All Sources: To search in all available Advisen News Sources, simply skip this step and click the Search button or click the Search Result tab to go straight to your article list. ii. Search & Select News Sources: To select certain sources to include in your search, enter all or part of the news source name and click the Keyword button, or browse for sources by clicking the alphabetic button that matches the first letter of the name of the source. Source results will be displayed in Choices list, where you can then highlight desired sources, and click the Add button to include them in your search. To remove sources from the Your Selections list, highlight the news source and click the Remove button. iii. Top Sources: Advisen includes a list of major news sources called Top Sources. To find the Top Sources again after searching for other sources, simply click the Top Sources button.
4 Fig. 3, Search and Select News Sources. c. News Topics Tab: Select predefined Advisen News Topics i. Use All Topics: If you do not want to specify a specific Advisen topic to search in, simply skip this step and click the Search button or click the Search Result tab to go straight to your article list. ii. Search & Select News Topics: To select topics to include in your search, enter all or part of the topic name and click the Keyword button. Topic results will be displayed in Choices list, where you can then highlight desired topics, and click the Add button to include them in your search. To remove topics from the Your Selections list, highlight the topic and click the Remove button. Fig. 4, Search News Topics: Select News Topics of your choice before performing the news search.
5 *Hint: Remember, you can click Search button from anywhere in the first 3 Tabs to immediately view the Search Results. d. Saved Searches Tab: Run predefined Advisen News Searches or your own saved searches. i. Run an Advisen Saved Search: Instead of defining a search yourself, look through the searches in this tab to see if Advisen has already created a predefined search that fits your needs. These searches are listed in the Advisen Saved Searches window. ii. Re-Run your Saved Search: When you save your search, it can be rerun from this tab in the My Searches list. Fig. 5, Saved Searches Tab. Run an Advisen Saved Search or rerun one of your saved searches. STEP 2. View search results & articles: View the News Search results. a. Search Result Tab: View the list of news articles based on your search criteria in Step 1. i. View an Article: Click on the article title link to view article s contents (click on the Search Results tab again to go back to your results). ii. Sort the Results: Search results will be displayed in the order specified on the Search Criteria tab, however, you may also re-sort the search results while on the Search Result Tab by latest date or by relevance (frequency of the occurrence of your company and keywords) by clicking either of the two radio buttons located just below the Search Summary. Fig. 6, Sorting Options. iii. Paging through Results: Search results will show 15 articles per page. If matching articles exceeds 15, page number links will display above the search results to allow you to page through the additional results. You may go directly to the last page by clicking >> or > for the next page.
6 Similarly, clicking << will redirect you back to the first page and < to previous page. iv. Searching Within: This feature allows you to search for additional words within your results. First, type the word or phrase you want to search for into the text field, and then click Search Within to execute the search. The page will return news articles that match your previous Search Criteria and the Search Within text. v. Saving your Search: Click Save News Search to save your search criteria under My Advisen. After clicking this button, a save dialog will appear for you to enter the Search Name, Search Description and Search Context. Set Search Context to Selected Company if you want the search to run on the company selected on the Search Criteria tab. Setting Search Context to None will disregard any Company selected and will perform a general search when re-run. You can also click the Save icon from the Advisen Action Toolbar located in the upper left corner of the tool. To rerun your news search, click the Saved Searches tab, or hover over My Advisen on the top Advisen menu and select My Searches. vi. Bookmarking Articles: Check off all desired articles and click Bookmark Checked Articles to save the articles under My Advisen or attach them to a Workup. vii. Printing The Search Results: You may print the search results (articles with summaries) by clicking the Print icon from the Advisen Action Toolbar.
7 Fig. 7, Search Results Tab. Fig. 8, Bookmark Checked Articles without Work-up. Selecting this option and clicking Bookmark & Return to Results will save your articles under My Advisen -> My Searches.
8 Fig. 9, Bookmark Checked Articles to Work-up. Selecting this option will save your articles under the selected Workup. Fig.. 10, Save News Search. Rerun saved searches anytime by clicking the Saved Searches tab or My Advisen -> My Searches. *Hint: Don t like the results? Use the Refine Search button to improve your search criteria. Clicking this button will redirect you back to the Search Criteria Tab. b. News Articles Tab: View the News articles. i. Highlighting: Keywords by default are highlighted in yellow including the selected company name. You may turn off highlighting by clicking the Turn of Highlighting button in the upper left side of the tab. ii. Bookmarking: You may also bookmark the article from this tab by clicking Bookmark This. The article can be saved under My Advisen or attached to a Workup.
9 iii. Printing: You may print the article by clicking the Print icon from the Advisen Action Toolbar. iv. You can the news article to a friend or colleague by clicking the icon from the Advisen Action Toolbar. Fig. 11, News Article Tab.
10 Additional Notes Moving Between Steps Keep in mind that Advisen News Search is not a "one-way" process. You may move freely among the different tabs to change your selections. For example, you might choose to search news articles only from Dow Jones news sources, then, you may do so by adding all Dow Jones matching news sources from News Sources Tab. Then, after running the search, you might want to change your Keywords. You may also click the Reset button anytime in Advisen News Search to start from scratch. Fig. 12, Advisen News Search Tabs. Clicking the tabs lets you move back and forth among the various steps of the news search process. Search Criteria Toolbar Search Criteria Panel: This panel in the left nav (the place where you usually see the QuickView menus) keeps track of all your search filter selections. Each time you change a selection, the display changes to reflect your search criteria. Fig. 13, Search Criteria Panel. As you progress through the steps of Advisen News Search, you can always look here for a reminder of your news criteria selection.
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