Research Solutions

LexisNexis® Continuous Alerts powered by Factiva User Guide

LexisNexis® Continuous Alerts is a gateway service into Factiva Tracks—continuous e-mail. It is a current awareness and alerting tool that scans articles and ‘crawls’ Web sites for news that matches a Continuous Alerts profile. The search is performed automatically and the results are returned to an Alert for continuous e-mail delivery and online viewing.

Continuous Alerts — Key Facts:

• Available only in legal marketplace. • Continuous Alerts is a gateway from the lexis.com® alerts tab to Factiva’s platform. It is set up with the Factiva sources using Factiva proximity connectors and indexing. • Alerts search Factiva sources only—approximately 10,000 influential news and business sources across the globe. Factiva’s source database for searching source information is available at: http://www.factiva.com/sources/search.asp?node=menuElem1523 • Results are sent directly to an e-mail address. • Results can also be viewed from the “Currently tracking” tab. • Once an Alert is set up, results will start being received in about 30 minutes. • Articles remain in Alerts archive for 14 days or until 250 documents have accumulated, whichever comes first. • When the document limit is reached, the oldest articles are deleted as new articles are delivered. Continuous Alerts Set Up Select sources: Users access Continuous Alerts on lexis.com via the Factiva sources: Continuous Alert subtab under the Alerts tab. Some content available in search is not available in Users will see an explanatory page when first selecting Continuous Alerts. This includes discontinued publications the Continous Alert tab and click Continue at the where only older articles are available and some publications bottom of the page. The first time a new user enters the whose publishers do not permit their distribution in Alerts. Continous Alert application, they will be asked to enter Also, if the lag time is over 30 days, the publication is not their name, company and email address and accept available in Alerts to prevent you from receiving dated Factiva’s terms and conditions. On subsequent visits, the headlines. If, while setting up an Alerts, a source is selected application will remember this information. that is unavailable, you can still proceed and create the folder. A Continuous Alert is created in the “Set up new Continuous Aert” tab. A search is conducted to set up a Continuous Alert. The search can be modified before you start the Alerts tracking. Alerts can be set up even if you receive no results from the search.

Enter search terms: • Utilizes the Factiva search proximity connectors. See the Factiva Connectors section below for additional details. • Note that the “!” term is not used in Factiva.

• Factiva platform does not recognize segment Continuous Alerts will automatically search all Factiva searching, for instance, company (ibm) will merely sources, but you can also limit by industry. Industry retrieve stories that have the words “company” and categories appear when you select the Source. You can “ibm.” Use the company indexing tool to take select industry source by clicking on the industry, which advantage of Factiva company indexing. populates the box at the right. You can search for specific sources, such asThe Wall Street Journal. Factiva also has group codes that can be added to your search to run against particular types of sources, for instance, U.S. newspapers, wires, etc., similar to LexisNexis group files. A list of these codes, along with underlying sources for the most popular groups is included in the attached spreadsheet. If you wish to add your own Boolean keywords, such as not, click the arrow to the right of the category, which will populate the keyword search box. In addition, if you wish to reuse custom source combinations you have created in future searches, by populating the sources into keyword box via the arrow, you can copy and paste your custom source selections into other searches.

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Select indexing: Subject includes Editor’s Choice to provide Factiva editor-selected results from a variety of categories, such as Factiva Intelligent Indexing™ is used for Company, Media, Construction, Securities, and more. Subject, Industry, and Region. It is implemented universally across the entire Factiva content set in all languages. • Language content is available in the 22 languages listed Select the category and can enter keywords to find indexing terms. Simply click to enter your selections to the right and Search for free-text terms in: select and/or radio buttons. For additional Boolean options, • Full article click the arrow button at the right of the blue hyperlinked • Headline and Lead Paragraph results to populate the keyword search box. • Headline • Author Note: this only applies to search terms. It does not apply with the indexing

Search Content: • Factiva content and/or • 550+ Web news content

Date range for initial Alerts search results: • Last day • Last week • Last month Note: the search is limited to the last 30 days as this is designed to “test” the Alerts.

Exclude: Republished news: Excludes newswire stories that are picked up by other publications, as well as articles printed in the various editions of The Wall Street Journal. (This does not include articles published on the Dow Jones Newswires.) For example, the New York Times sometimes runs Associated Press articles. Since the AP wire is available in near real-time on Factiva, the Times item would be regarded as a republished. Another example would be when The Wall Street Journal runs story that first ran in the Wall Street Journal Europe or Wall Street Journal Asia.

Recurring pricing and market data: Excludes intra-day market reports, primarily from wire services. Excluded articles may also be related to debt, equity, foreign exchange, fund and commodity prices.

3 Obituaries, sports, calendars…: Delivery Options Excludes obituaries, calendars of events, letters, diaries, weather items, food and cooking stories, sports and Alert Name: recreation news, and birth, marriage and death Select up to 25 characters for a name. This is a required announcements. field and needs to be filled in before a search can be conducted. Send results to: Relevance Level Type in Email address Relevance ranking measures the similarity between the Results display format: search terms and the documents being searched. Headlines with lead sentences (with link to full text) Text documents Note: This ONLY applies to key words in the search Full text with Indexing box and not indexing. In addition, the relevance rating applies to your email results only, not to the Email format: initial search results you see. Relevancy is Plain text automatically set at the lowest level during your HTML initial search results. You can then sort your results by Mobile relevancy level to get a feel for the level of relevancy you will need for your email alerts. Upon making selections, you’ll submit and see results at which point you can edit your search or click Start Tracking to begin your Alert service. The search updates The relevance score is a combination of three factors: and charges will continue every day until searches are deleted. 1. The number of terms included in the query and how many of the search terms are found in a document. Example: Alert 1 contains the terms “software or computer,” and Alert 2 contains “software or computer or internet.” The relevance score for a given document containing the terms “software” and “internet” would be lower for Alert 1, because the document satisfied only one “evidence” of terms in Alert 1 and two “evidences” of terms in Alert 2. Start Tracking button in red begins the Alert. 2. The number of times any term appears in an article. Example: If one of the free-text terms is “Airbus,” an article containing that term multiple times would score higher than an article containing it only once. 3. The word count of a document Example: If “De Beers” appears twice in a document with 100 words and twice in an item with 300 words, You will receive notifiction that search was successfully created. the first document will receive a higher score. The longer the article, the more times a search term needs to appear to receive the same score.

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FAQ’s BlackBerry/Mobile Device Delivery In addition to setting the proper format for delivery to a 1. How can an Alert be refined? mobile device, you’ll also need to take the following step in the My Delivery section so that the links will work If you are receiving too many documents or don’t get the properly in your mobile device. results you are expecting in the Alerts: • Select Factiva Intelligent Indexing—using Factiva Intelligent Set Up a Mobile Login Indexing is one of the best ways to make sure the items 1) Click the “My Details” link near the upper right you retrieve are truly about a particular company, industry, region or subject. of the page. • Search fewer sources—limit your search to 2) Click the “Set up mobile login” link. Publications only or Web sites only or you create a Custom 3) Select and copy the link in the pop-up window to an Source List that includes just the sources email addressed to your mobile device. you want. 4) When you receive the email on your mobile device, • Exclude certain types of stories—from the main click the link in the email to start receiving your alerts set up screen select some exclude items. Example: Republished news. on your mobile device. • Use Editor’s Choice—is designed to give you a quick sense of the current state of an industry. It covers 25 industries with a limited selection of trend stories, analyses, commentary, profiles and overviews. Editor’s Choice indexing is applied to articles in English, French, German, Russian and Spanish language publications. Editor’s Choice selections are made by industry specialists on Factiva’s editorial team. To add Editor’s Choice indexing terms to your search, click the Select Factiva Intelligent Indexing link and select the My details area. Set up mobile login link delivers the link to be emailed to user’s mobile device. Subject tab. Choose the Editor’s Choice: Industry trends/ Analysis category. You will be presented with a list of the 25 industries covered. Highlight the industry or industries you want and click And or Or. Click Done. Editor’s Choice is only available to be viewed online.

2. Why are some sources available in the search area and not in Alerts?

Additional help The majority of sources available in the search area are also Help is available online from the “How do I” link in the available for Alerts. There are two reasons why a source would upper right corner of the application. not be available for use in Alerts: 1. Alerts will not clip an article from a source if it arrives more than 30 days past the publication date. The information provider may have imposed an embargo on when content can be available through online services, or the information provider may require more than 30 days to format the content for online distribution. 2. A very small number of information providers have stipulated that one or more of their sources not be available for use in Alerts.

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3. In what order are articles displayed? The links in an email are not working (For Lotus Notes or Group Wise e-mail clients). Documents will arrive at the time they have been loaded to Factiva.com. Some e-mail programs are not designed to support HTML or JavaScript. When viewing the Alerts online you can sort results by: • If full-text e-mail delivery with HTML format is selected, • Arrival Time try changing it to full-text e-mail delivery in plain text • Publication date, most recent first format • Publication date, oldest first • If e-mail delivery of headlines and lead sentences is selected (with link to full text), you may need to copy 4. Why are there articles with a future date or a past and paste the link into your browser. date? Why do articles appear out of order? If articles are sorted by Arrival time: 6 How can I re-use custom sources I have created in one search for my other searches? The arrival date often differs from the “publication date” that appears on the cover of the publication’s print version and in By using the arrow to add sources rather than clicking on the displayed article headline. Some explanation of this sources, the search box is populated. This allows you to difference between dates may be helpful: easily copy and paste in future searches, as well as to set your own And/Or/Not parameters. 1. There are some publications that are received one or more days in advance of the publication date. Forbes and Fortune are examples. 7 My search isn’t generating results. 2. There are many same-day publications, such as Check to make sure that you haven’t used any parameters, The Wall Street Journal and The Los Angeles Times. such as “!”, that the Factiva search engine can’t handle. Occasionally, the Factiva search engine will push the search 3. Some publications arrive after their publication date. through, but the tighter filtering mechanism on the e-mail Trade publications like Soybean Digest, Marketing Direct, server will reject it. If this happens, you won’t see any and Food Chemical News may arrive up to 30 days after results when you click on the Alert name in the alert they are published and are on newsstands. management area. 4. Web site results in Alerts may contain articles or pages that are more than 30 days old. Continuous Alerts Stats: Example: On May 31st documents may be received for the June 11 Publications 10,000+ issue of Forbes, then the May 31 issue of The Wall Street Web sites 558 news web sites Journal, and then the May 7 issue of Food Chemical News. Maximum number of Alert e-mail 50 per day, one headline or document If they are received in that order and if you are sorting deliveries per folder per day per delivery per Alert results by Arrival then you will see headlines from those Number of documents that can clip to 250 per Alert publications sorted in this order in your Alert folder: Alerts each day May 7 Food Chemical News Number of days for article storage in 14 days or 250 documents Alerts folder May 31 The Wall Street Journal Maximum number of characters for 25 June 11 Forbes Alerts name Number of Alerts folders per user 500 5 This is correct, because the stories that arrived most Length of search statement 2,048 characters including spaces recently are at the top of the displayed articles. If you are not comfortable with sorting by arrival date, you can change your preferences to another default sort option.

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Factiva Connectors:

And—Use “and” to connect two words or phrases that must adjN—Use “adjN” to connect two words or phrases that appear in the same document. must appear in the same document within N words, in the entered order. Example: land trust and Ohio Example: grand final adj5 australian rules This search retrieves documents that mention both land trust and Ohio. This search retrieves documents that mention grand final (first), then within the next 5 words, the phrase australian rules. Or—Use “or” to find documents that contain one or more of Notes: the terms or phrases linked by “or”. The N is optional; if omitted, the number 1 is assumed. Example: lawyer or counsel or attorney adjN will only work within the limits of a paragraph. This search retrieves documents that mention lawyer, counsel, or attorney. nearN—Use “nearN” to find documents in which your search terms appear within N words of each other, in any order. Not—Use “not” to filter the specified word or phrase from Example: grand final near3 australian rules your search results. This search retrieves documents that mention grand final Example: wireless not cellular within 3 words of the phrase australian rules, no matter This search retrieves documents that mention which phrase appears first. wireless but not cellular. Notes: The N is optional; if omitted, the number 1 is assumed. “nearN” will only work within the limits of a paragraph. Same—Use “same” to find documents in which your search terms appear in the same paragraph. Example: wireless same cellular /nN/—Use “/nN/” to connect two words or phrases that must appear in the same document within N words of each other, Example: wireless same (cellular and mobile) in any order. This search retrieves documents that mention Example: ball park /25/ cincinnati wireless and cellular in the same paragraph. This search retrieves documents that mention ball park Notes: “Same” cannot be used in field qualified within the 25 words of cincinnati, no matter which searches, for instance: phrase appears first.

Example: ip=(wireless same cellular) Notes: “Same” cannot be used repetitively, for instance: N is required. Example: wireless same cellular same mobile “/nN/” will only work within the limits of a paragraph. w/N—Use “w/N” to find documents in which your search *—Use the “*” character as a wildcard at the end of your terms appear within N words of each other, in the entered order. term to truncate it. Truncation allows you to search for alternate Example: william w/3 hearst endings to a word. This search retrieves documents that mention william Example: generat* (first), then within the next 3 words, the name hearst. This search retrieves documents that mention generate, Notes: generating, generation, and so forth. N must be a number from 1 to 10. N is required. Note: * must be the last character in your search term. w/N will only work within the limits of a paragraph.

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$N—Use at least 3 characters followed by the “$N” (dollar Connector Priority sign followed by a number from 1-9) to indicate that you want The order of priority of connectors is a bit different on Factiva to find this word plus up to N more characters. than on LexisNexis. For instance, given the following search: Example: generat$2 president bush AND iraq OR iran This search retrieves documents that mention generate, By default, Factiva reads: (president bush AND iraq) OR iran generates, and generated, but does not retrieve generating or generation. By default, LexisNexis reads: president bush AND (iraq OR iran) Note: The N is optional; if omitted, the number 5 Therefore, Factiva users must include the parentheses to make is assumed. this search intelligible to their own search system: president bush AND (iraq OR iran) ?—Use the “?” (question mark) as a single wildcard character; for instance, in words that may have alternative spellings. Example: standardi?e The order of priority of connectors for each system is as follows: This search retrieves documents that mention both Factiva LexisNexis standardize and standardise, allowing you to find both the British English and American English versions of 1 Parentheses or square brackets 1 Parentheses the word. 2 same, adjn, w/n, near/n 2 OR Note: A minimum of three characters must be entered 3 atleast & field qualifiers 3 W/n, PRE/n before the question mark. (e.g. segments) 4 NOT 4 AND wc>—Use the “wc>” (word count greater than) operator to 5 AND 5 AND NOT limit a search by word count. You may substitute the less than sign (<) for the greater than sign (>). 6 OR Example: Microsoft and wc>500 This search retrieves documents that contain the term NOT operates just like LexisNexis in that everything after a NOT connector is excluded from the search. Microsoft in articles with a word count greater than 500.

Example: immigration and wc<100 This search retrieves documents that contain the term immigration in articles with a word count less than 100.

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