Inside-OutComplete Reference for Factiva.com

Table of Contents

1. Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Log In

User ID and Passwords

Logout

Search 2.0 Beta

2. Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Content Available in Search

Selecting Sources

My Source Lists

Free-Text Searching

Factiva Intelligent Indexing™

Viewing and Processing Results

3. Alerts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Creating an Alert

Manage Your Alerts

4. News Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Factiva Pages

Group Pages

Personal Pages

Using the Newsstand Component

Specifying An Industry or Subject Focus

5. Companies/Markets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Quotes

Company Lists

Accessing Capital Changes

Charting

Company Snapshot

Industry Reports

6. Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

7. Administrative Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Group Manager

Client Billing Function

Usage Reports

Account Support

8. Appendix 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Searching Eur-lex Content in Factiva.com

9. Appendix 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Quick Guide to Numbers in Factiva.com

10. Appendix 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

How to Build a Newsletter

11. Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Through this guide you will learn advanced methods available in Factiva.com for acquiring news and business information. Factiva.co

provides powerful tools for researching and monitoring a wealth of global sources, including more than 10,000 publicatio

company reports and editorially selected news Web sites. For online instructions, access Factiva’s Membership CircleSM by clicking the button.

www.factiva.co

More Answers via Factiva’ s Membership CircleSM – available from the button.

• Access to the full collection of learning tools

• Online and face-to-face learning sessions around the world

• Choose from the catalog of multimedia eTopics for just in time learning

• Factiva.com Quick Reference Cards for the most popular tasks

• Content Watch for checking sources, additions and deletions and status updates of Factiva’s top sources

InfoPro Alliance Portal for professional searchers: www.factiva.com/infopro

Inside-Out Guide Version 8.0. Current as of August 2007

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Getting Started

Log in to Factiva.com

Log In

When accessing Factiva.com for the first time, you will see the Log in page

as shown above. Note: You may not see this screen if your access to

Factiva.com is automated.

User ID and Passwords

Enter your assigned User ID and password. If you are registering under a

corporate account, click the “Register Here” link.

Name Space, a required field for log in, is used by Factiva to give

enterprises more flexibility in assigning User IDs. It is most likely that your

Name Space number is either 16 or 18, as these are the most popular

defaults. If you cannot log in to the product with either of these numbers,

please contact your account representative and they can tell you your

Name Space number, or use the support tools in Factiva’s Membership

Circle. Remember your User ID’s Name Space as well as your password.

In this area, you may also elect to have your User ID, password, and Name

Space stored so that you do not need to enter them each time you log on.

You may change your password at any time by selecting Preferences and

then Password.

User IDs and passwords are case-sensitive. If you receive a message

indicating that your User ID or password is invalid, re-enter them exactly as

they were set up.

If you receive a message indicating that your User ID and password are

a l ready in use, you may be logged on already in a separate bro w s e r.

Open that browser and select the Logout link in the top right corner of

the scre e n .

Logout

Your session will time out automatically after 30 minutes with no activity

or whenever you close your browser completely. If Factiva.com shuts down

because of inactivity you will be returned to the Log in page, where you

can enter your User ID and password to log back in.

Search 2.0

Factiva Search 2.0 is powered by Factiva Discovery Technologies and pr

vides a unique visualization of your search results. Simply type a few

words or phrases into the search box. Like searching on the Web, you d

not need to use connectors in your search.

The Factiva Search 2.0 is searching against a 90-day archive of content

which includes those sources in Factiva's collection that are actively

updated plus 500 websites, 150 blogs and audio and video content.

There are a few special characters that can be used to create more spe

ic searches. In Factiva Search 2.0 Beta, the following characters are ava

able: *, ? ñ

For example : Apple-Microsoft will retrieve Apple but not Microsoft

Podcast* - used as truncation. This will find any word that begins with

Podcast Globalization ñ used as a wildcard. This will find either globali

tion of globalisation. Note: You must enter a minimum of 3 characters

before using the wildcard (?) sign.

The Discovery pane organizes search results into categories or groupin

so that you can quickly see with the big picture around your search.

Filtered results are completely interactive, enabling you to redirect you

research dynamically to find new connections and ideas. Filters are

applied to all search results and include Date, News Clusters, Companie

Subjects, Industries, Keywords and Sources.

Note: News Clusters examine the first 100 headlines to find repeated

occurrences of hidden ideas or trends so you immediately uncover info

mation from deep within your search results.

Click the Alert Me link to set up Alerts to track topics of interest to you

You may also search within the contents of your Alerts.

S e a rch 2.0 Interf a c e

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Search

Content Available in Search

The Search area gives you access to:

• Over 10,000 publications in 22 languages including:

- Continuously updated Newswires from major global providers including

Dow Jones and Reuters

- Major national and regional newspapers including The New York Ti m e s,

The Wall Street Journal and Financial Times

- Magazines

- Trade Journals

- Media Transcripts

- Eur-lex database which included directives, treaties, legislation, case

law, and documents from the European Union. For more information

on E u r-lex, see Appendix 1: Searching Eur-lex Content in Factiva.com on

page 28.

• Over 3,500 top business and news Web sites in Web News:

- monitored one to four times per day

- content in 22 languages

• Pictures

- More than 7,000 added per week

- sources are Reuters and Knight-Ridder

We are continually adding content to Factiva.com. To get a compl

source list for Factiva.com, go to www.factiva.com/sources at Factiv

Membership Circle and select Content Watch or vew them in the Sel

Sources channel in Factiva.com.

The Search area of Factiva.com allows you to conduct in-depth research using the powerful Factiva Intelligent Indexing and free text.

The interface offers easy browsing through industry, subject, region and company indexing terms as well as source and language

selection. Use the Look up tab to find specific indexing terms. Use the Free Text box to enter words and phrases connected with

powerful operators to create precise free-text searches.

S e a rch Interf a c e

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Selecting Sources

Click on the sources channel and select the drop down list next to Select

Source Category to browse through your personal source lists under My

Source Lists, Top Sources groupings or browse by industry, language,

region, title A-Z or type.

Selecting Sources

Selecting Sources

Industry - includes industries, such as Banking and Credit, Internet

and Online Services or Pharmaceuticals.

Language - provides a listing of publications or Web sites by language.

Region - provides groupings for all regions, countries and states.

Title - provides an alphabetical listing of all publication and Web sites.

Type - provides a list of sources grouped by:

- Dow Jones Publications

- Economic and Country Analysis

- European Union Publications

- General Interest Publications

- Government and Politics

- Legal Publications

- Major News and Business Publications

- News Digest Publications

- Newspapers: All

- Top News Page Sources

- Transcripts

- Wires

Pictures - from Reuters and Knight Ridder

Adding Sources to a Search

If you choose to browse through sources by industry, for instance, a list of

industry categories will be displayed. Click on the plus sign to reveal the

list of sources in that industry. Click on an individual source or the whole

industry group and it will automatically be added alongside the source

channel as part of your source selection. If you need to remove a source

from your selection, click it and it will be removed automatically.

To exclude a particular source double click the source to strike it through

and this will automatically show the Boolean not in your source selection.

My Source Lists

This category stores customized source lists that you have created.

You may create 25 source lists. Once you have clicked on the desired

sources and they are present alongside the source channel, click on the

Save link located at the end of your source selection. You will prompte

to name your saved list. When you want to use the saved list for future

searches, it will appear under the My Source List category.

Searching for a source and viewing source details

To search for a particular source:

Click on the Source channel and enter the name or subject of interest i

the Find a Source box and click on enter

All titles where your entry was matched in the name or description wil

be returned unless you check the box Search Source Name only.

Those sources with an asterisk denote discontinued sources for which w

have an archive but we no longer receive current, active delivery.

Details are provided for all sources included in Factiva.com and you wil

see that each source has the following symbols after the title:

Le Figaro (French language)

Click on the and source details will display.

Adding Sources to a Searc h

S e a rching for a Sourc e

Note to view the you must select this option in the

Search/AlertPreferences under Tools in the Factiva.com toolbar.

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Here are some of the details provided about a source:

• The description can help you locate sources when you use the Look up

tab. To find all sources covering energy, for example, enter the word in the

text box, choose Source lookup and you will retrieve a list of sources with

either energy in the title or in the source description.

• Factiva provides the following types of content coverage for publications:

- Full Text — indicates cover-to-cover or near cover-to-cover coverage of

that publication. However, some items found in print are not included.

These include: advertisements, classified ads and lengthy tabular material

(e.g. stock quotations). In addition, letters to the editor, obituaries, wire

stories and syndicated columns may be excluded.

- Selected Full Text — coverage includes full-text articles that meet specific

criteria based on the type of publication (e.g. newspaper vs. trade

publication). For newspapers, selected full text typically includes all

articles with a business slant, major news items and articles from

the business section of the paper. For trade publications, coverage

generally includes items about new products, industry trends, mergers

and acquisitions.

- Abstracts — summaries of articles. The extent of the publication that is

abstracted varies widely. Generally, only a portion of a source is abstracted.

Discontinued and Search Only Sources

Some sources are discontinued or can only be used in the Search area and

cannot be used in Alert. These are indicated alongside the sourc e .

Free-Text Searching

You can create a search by entering words in the free-text box, by using

Factiva Intelligent Indexing or by combining free-text words and indexin

Your search can be up to 2,048 characters long. You may enter search wo

in upper or lowercase. For example, entering unicef will retrieve the sa

results as entering UNICEF.

How to use operators

You can use the operators below to create a precise free-text search.

Operators A c t i o n E x a m p l e

a n d Retrieves documents online banking a n d S p acontaining both terms

or Retrieves documents containing mobile o r c e l l u l a rone or more terms

n o t Excludes documents containing java n o t c o f f e eterms following NOT

a d jn Links terms based on specified table a d j 2 t e n n i snumber of words from each other.Terms must appear in order i n d i c a t e d . N may be 1-10, i n c l u s i v e ;adj and adj1 are synonymous*

w /n Links terms based on specified Nokia w / 3 d i g i t a lnumber of words from each other.Terms must appear in order i n d i c a t e d . N may be 1-10,i n c l u s i v e. Identical to adj but a value for n is required*

n e a rn Links terms based on specified music n e a r 5 B e e t h o v e nnumber of words from each o t h e r. Terms may appear in either order. N may be 1-500,i n c l u s i v e. No value for n is requiredNear and near1 are synonymous*

/ nn/ Links terms based on specified football /n5/ i n j u r ynumber of words from each other.Words may appear in either order.N may be 1-500, i n c l u s i v e.A value for n is required*

/ fn/ Retrieves documents where global warming/ f 5 0 /search terms must appear within the first (n) words of the document text. N may be 1 - 5 0 0 , i n c l u s i v eOperator cannot be used in:A l e r t sField qualified expressions:

( l p = c h i n a ) /f 1 0 0/With the atleastN operator:

a t l e a s t 3 c h i n a /f 1 0 0/Ranges such as word count:

taxes and wc>50/f 1 0 0/s a m e Retrieves documents where terms tobacco s a m e n i c o t i n e

appear in the same paragraph.Cannot be used repetitively I n c o r r e c t : Tobacco same nicotine same tarC o r r e c t : Tobacco same (nicotine and tar)

a t l e a s tn Frequency operator used to atleast2 R e u t e rsspecify a minimum number of times the search words must appear in the text. N may be from 1-50, i n c l u s i v e.N o t e : Not available in A l e r t .Must be preceded by and, o r,not in complex search.I n c o r r e c t : atleast5 (Dow Jones and Reuters)C o r r e c t : atleast5 Dow Jones and atleast5 Reuters

*Note: If using these operators in Alert, please see page 12.

Viewing Source Details

Note: Using Source CodesIf you have turned on the option to insert indexing into yourfree-text box, you will see the . Click on the next toa source name and the source code will automatically drop into the free-text box. This will allow you to retrieve articles from that source alone. Alternatively you may type in rst= together with the source code into the free-text box. For example, entering rst=j will retrieve articles from The Wall Street Journal.

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How to use truncation

The documents you retrieve will contain an exact match of the words

and phrases you enter unless you specify a truncation character or

characters. When you use the $, * or ? characters, try to precede the $, * or

? characters with as much of the word as possible to ensure more precise

results. For example, a search on advertis* will return better results and

perform faster than adv*. Available truncation is as follows:

How to enter words or phrases with punctuation

The following punctuation marks are optional: hyphens, periods,

a p o s t rophes, commas, and the slash (/) character. For example, entering

“Coca-cola” will retrieve the same results as entering “Coca cola.” However,

when searching for words or phrases that contain the & (ampersand),

@ (at sign), or the + (plus sign), these characters are not optional and must be

included in your free-text terms to locate documents with those specific

c h a r a c t e r s .

How to search for articles by length

You can retrieve articles by the number of words they contain. Articles

than 100 words tend to be short articles, wire stories or abstracts. Art i c

over 2,000 words tend to be longer and more analytical. Articles over 5,0

w o rds tend to be media transcripts. Some examples of searching by leng

• For longer articles on stem cell re s e a rch, enter: atleast5 stem ce

research and wc>2000

• For short articles on the former Beatle George Harrison, en

George Harrison and wc<100

How to search in specific fields

You can search for free-text terms in particular parts of the document. U

the “Search for free-text term in” pull-down menu which can be found

clicking the next to More Options.

You can also search for words or phrases in particular fields by entering

field label, followed by an equals sign and the words you would like to f

in that field. For example, hlp=diamond ring or art=cabernet sauvignon

To search for words or phrases in the headline field and other words

phrases in the text of the document, enter, for example, hl=caffeine a

td=health. When manually entering field labels in this manner, make s

the “Search for free-text terms in” is set for Full Article.

Character Action Example

$n Used at the end of a word string. hospital$1At least three characters must be entered retrieves hospital,before $, n must be 1-9, inclusive. hospitalsIf no number is used, n is five.

* Used at the end of a word string. labo*At least three characters must be entered retrieves labor,before *. No values should be entered labour, laboratoryafter*. There is no limit to the number characters,beyond the stem term, that will be retrieved.Note: This is the recommended truncation character to retrieve many British English and American English spellings.

? Single wildcard character. g l o b a l i?a t i o nAt least three characters must be entered before ?Letters can be entered after the ?.A letter must appear where ? is entered.Labo?r will retrieve Labour but not Labor.

Reserved word s

There are a small number of words that must be enclosed in double quotes in order fthem to be searched. These words are:

and or not same near dateFor example, enter “not for profit” or “peas and carrots” to retrieve documenwith those phrases.

Note: There are no unsearchable words (i.e “stop words”) in Factiva.com.

Processing order of operators

When creating a search using multiple operators, it is best to use parentheses or brackets to group similar terms or concepts. The processing order is as follows:

Hierarchy Level Element

1 parentheses or square brackets

2 same, adjN, w/N, nearN, /nN/, /fN/

3 atleast and field qualifiers, (e.g. by=smith)

4 not

5 and

6 or

Parentheses are particularly important when constructing a search with the and and oroperators.

E x a m p l e :W R O N G : wheat a n d pesticides o r h e r b i c i d e s

R I G H T: wheat a n d (pesticides o r h e r b i c i d e s )

W R O N G : Mercury s a m e Venus s a m e M a r s

R I G H T: Mercury s a m e (Venus and Mars)

W R O N G : atleast3 (salt a n d p e p p e r)

R I G H T: atleast3 salt a n d atleast3 pepper

S e a rching in specific document fields

Note: If you prefer to always display more options opechoose this by going to Tools>Preferences> Search/Alert> Defauview for more search options/ open.

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Document content is divided into different fields for searching and display

purposes. The following table lists the label and name for each field along

with what is contained in each.

How to constrain searching to particular fields

The Custom Search Fields option allows you to search in the docum

fields that matter most to you. When you click Custom next to the “Sea

for free-text terms in:” you will see the following screen. You can sel

and name the custom options you wish to use.

How to select dates

For date searching, you may select from several pre-set dates, including

Dates, In t h e l a s t 3 months (this is the default setting) or In the last d a y. Y

may also enter your own date range by selecting the Enter Date Range opti

How to select content language

Content for Factiva.com is available in 22 languages. The default is

search English language content*. If you do not wish to search English c

tent exclusively, you may select all content languages or specific langua

by using the Language option below the Sources tab. Once highlight

the language selection will automatically be dropped into the Index

box as part of your search creation.

If you are experiencing difficulties displaying some language charact

correctly, you may need to install the appropriate language fonts. Ple

contact your System Administrator for instructions on how to downlo

additional language packs on your computer.

Field Label Field Name What It Contains

A N Accession Number Unique Fa c t i va identification numberassigned to each document

H L Headline Group Includes Section, Column and Headline

H L P H e a d l i n e / L e a d Includes Section, C o l u m n , H e a d l i n e,Paragraph Group Correction and Lead Paragraph Fi e l d s

S E Section Section Name (Example: Business or Sports)

C L M C o l u m n Column Name (Example: Work and Fa m i l y )

H D H e a d l i n e H e a d l i n e

C X C o r r e c t i o n Correction Fi e l d

L P Lead Pa r a g r a p h First two paragraphs of an article

B Y A u t h o r A u t h o r, or byline, of an article

W C Word Count Number of words in document

C R Credit Information Credit Information ( E x a m p l e : Associated Press)

S N Source Name Source Name

S C Source Code Source Code

N G C Source Group Name Publication Group Name (Example: A B I X )

G C Source Group Code Publication Group Code (Example: A B X S M H )

E D E d i t i o n Edition of publication (Example: Fi n a l )

P G Pa g e Page on which article appeared ( N o t e : Page-One Story is a Fa c t i va IntelligentI n d e x i n g™ t e r m )

VO L Vo l u m e The volume and/or number of the publication

L A L a n g u a g e Language in which the document is written

T D Te x t Text following the lead paragraphs

C T C o n t a c t Contact name to obtain additional information

R F R e f e r e n c e Notes associated with a document

A RT C a p t i o n s, D e s c r i p t i o n s Contains the content of captions or of Graphics any descriptions of graphical elements

C O Dow Jones Ti c ker Symbol Dow Jones Ti c ker Symbol

F D S Fa c t i va Data Symbol Fa c t i va Intelligent Indexing Company Code forQuoted and Unquoted Companies

R I C Reuters Instrument Code Reuters Instrument Code

I N Industry Code Fa c t i va Intelligent Indexing Industry Code

N S Subject Code Fa c t i va Intelligent Indexing Subject Code

R E Region Code Fa c t i va Intelligent Indexing Region Code

D E D e s c r i p t o r s Contains all available descriptors applied to adocument including Fa c t i va Intelligent Indexing

P U B Publisher Name Publisher of information

Note: When you enter words and phrases in the free-text search box and use thedefault setting of Full Article for “Search for free-text terms in”, you are search-ing the following fields:

SE, CLM, HD, CX, LP, TD, CT, RF, ART, BY and CR

You are not searching the indexing fields. To include indexing fields in yoursearch, you must either select the appropriate Factiva Intelligent Indexing or entera search as follows: market share or de=market share.

Fields available to create custom searc h i n g

Note: Initial language defaults are determined by the address supplied duriregistration. If the address provided corresponds to one of the 22 languagcovered by Factiva.com, your default languages will be English and tcorresponding language. For example, if the address supplied duriregistration were in France, your initial language defaults would be Engliand French.

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How to filter content

To exclude certain types of content from your search, use the Exclude

area which can be found by clicking the next to More Options. The

three options you may choose are:

• Republished news: Excludes newswire articles from organizations such as

The Associated Pre s s that are repeated in other publications; this option

also excludes stories that have been picked up by sister publications.

• Recurring pricing and market data: Excludes regular prices for shares,

foreign exchange, equities, funds and commodities.

• Obituaries, sports, calendars: Excludes obituaries, calendars of events,

letters, diaries, weather items, news about food and cooking, sports and

recreation, birth, marriage and death announcements.

Factiva Intelligent IndexingTM Search

Factiva Intelligent Indexing™ is a unique Indexing process that assigns the

following four types of codes universally across all content in the Search are a :

• Company Codes (340,000+)

• Industry Codes (890+)

• Regional Codes (460+)

• Subject Codes (670+)

How to build a search using Factiva Intelligent Indexing

To build a search browse through the industry, region or subject terms or

use the Look up tab to find specific indexing terms or company codes.

Once you have highlighted a term or terms they will automatically be

added alongside the channel and connected with the or operator. You can

see how your search is constructed. You can change to the and operator by

selecting it at the top right of the screen or by clicking on the operator

in your search string. If you wish to exclude a term by applying the not

operator, double-click on the term you wish to eliminate and this will strike

it through.

You also have the ability to run a search on an entire Company List. Simply

select the Company List (rather than an individual company from the list)

and all the companies contained in the list will automatically be added to

your search connecting the companies with the or operator.

Viewing Details of your indexing terms

Each indexing term is provided with additional information about

code, a description/definition of the code and when the code was f

applied in Factiva Intelligent Indexing ™. Hover your mouse over the te

to see the definition or click on the to get the full details. Similarly

you have selected a company, click on the and you will see additio

information about that company, the company code, location, prim

industry and in most cases, the ultimate parent and subsidiaries.

Using codes in your search

There may be times when you choose to use the indexing codes in y

search rather than the terms. To do this click on the next to the Fact

Intelligent Indexing term and it will automatically be dropped into

Free text box.* For example, company codes are preceded with fds= (

means Factiva Data Symbol). When selecting an industry, region or subj

term you will see the actual code for those terms, such as in=iint

Internet and Online Services.

Codes are placed in the Free text box without connectors. You must m

ually place connectors between the codes. For example, if you select

industry code for Internet and Online Services and want to combine it w

Factiva Intelligent IndexingTM – Key Facts:

These terms are based on indexing standards including NAICS (for Industry), ISO (for Regions) and IPTC (for News).

There are up to five levels of hierarchy within Factiva Intelligent IndexingTM — this means that when selecting the industry term for Telecommunications, you will also be searching all of the granular telecommunications terms.

Terms are reviewed quarterly for new additions; customers receive a 45-day notice before new terms are used.

More information about Factiva Intelligent IndexingTM is available atwww.factiva.com/indexing.

Building a search using Factiva Intelligent Indexing and free-text term s

Viewing Factiva Intelligent Indexing Code Details

Note: The relationship between the Factiva Intelligent Indexing box and the Free text bothe Boolean and operator.

Note: To view the you must select this option in the Search/Alert Preferences.

Note: For more information about creating Company Lists, see page 18.

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www.factiva.cothe region code for Italy, you would have to enter and between the codes

(in=iint and=italy).

Reverse Code Look up

You can also locate Factiva Intelligent Indexing terms by entering the

corresponding code in the Look up box.

If you enter the code c181 in the Look up box and hit enter, you will get

back the equivalent Factiva Intelligent Indexing term for

Acquisitions/Mergers/Takeovers.

This feature is particularly useful for users who have created complex

searches using Factiva Intelligent Indexing codes. These search strategies

often include indexing codes that may be difficult to identify upon

revision. For example, a search strategy may look like the following:

fds=mcrost and ns=c181 and in=i330202.

Viewing and Processing Results

Once you have run your search and would like to use the Split Screen option

to view your results, ensure that you have clicked the Frames link located in

the top right of your screen or this can be chosen as a default in

Tools> Pre f e rences> Search> Alert> Default headline s c re e n v i e w.

The Split Screen will appear with your headlines, lead sentences, sourc e

name, by line (if you have chosen this in your Pre f e rences), date, word count

and language in the left frame. You may select the number of headlines that

you see at one time in Pre f e rences. The maximum is 100. Select the headli

to view by clicking the individual boxes next to the headlines. Click V

S e l e c t ed and those selected articles will appear in the frame on the rig

The Split Screen view also features a Selected Headlines Frame to help y

manage your results before processing. Once you have chosen the headli

you wish to view from your initial headline page, click Next to contin

t h rough your results. At this point, the Selected Headlines Frame will appe

Click the expand to open up the Selected Headlines Frame and to vi

the headlines that you have selected. To delete a headline from y

selection, simply click the next to that headline and it will be re m o v e

How to select different display formats

You can select from several article display formats. Select the “View a

pull-down menu to see your choices.

Here is an example of a Full Article Plus Indexing format:

Viewing your search re s u l t s

Full Article Plus Indexing

Using Reverse Code Look up

Note: If you wish to remove the Split Screen results view, click the No Frames link located in the upper right corner.

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N o t e : Re-sorting results or selecting another content type will clear out your Selected HeadlFr a m e. To avoid this, it is better to make your selections of a certain type (e. g . p u b l i c a t ibefore moving to another type (e. g . p i c t u r e s ) .

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Custom Display Fields allows you to select and display the article fields that

matter most to you. If you choose to create Custom Display Fields, you will see

the screenshot below.

Select the fields you would like to display and give the display format list

a name. You can create up to 25 different lists of Custom Display Formats

with up to 34 fields in each.

How to use the More Like This automatic search

The More Like This feature is available in two places in the Search area: the

headline view and the document view. The functionality works as follows:

• Headline View — More Like This searches on words in the headline and

lead sentences and returns similar documents.

• Document View — More Like This searches on words in the headline and

lead paragraph and returns similar documents.

How to get more information on related topics

You can easily conduct single-click indexing-based searches in Factiva.com.

While viewing a document, you will see a yellow area below the More Like

This link. This is populated with the Factiva Intelligent Indexing™ terms that

have been automatically applied to the documents. Clicking a Region,

Industry, or Subject term runs a new search based on that indexing term.

How to use tools for managing information

Factiva product re s e a rch determined that up to 40% of a pro f e s s i o n a l

s e a rc h e r’s online searching time is spent re f o rmatting, delivering, and

o t h e rwise processing documents after they’ve been found. Accord i n g l y, we

developed document handling options in Factiva.com to save you time.

Select Content to View

Use the Select icon to select and de-select all of your search results on

the page. Use the selection boxes next to the documents to select

individual items. To help you decide which articles, pictures, Web sites to

v i e w, headlines and lead sentences are displayed free of charg e .

View Selected

Clicking the eye icon will display selected documents in a Factiva.com

browser window, in the format that you choose.

Rich Text Format

Select the RTF icon to display documents in Rich Text Format. You will

see a dialog box asking if you wish to open the items or save them

your computer. The documents will be opened (or saved if you choo

and you will see them in your word processing program. RTF will all

you to export headlines, articles or headlines and articles with Table

Contents to your word processor.

E-mail Your Results

You can e-mail documents in any of the available display form

To use e-mail, you can select the E-mail icon from the headline resu

page or from within a document. Follow these steps:

1. Select the documents you want to e-mail. You may send up to 100 ite

at once. Select the E-mail icon to open the E-mail window.

2. Enter the e-mail address of the recipient as well as a Reply-To Address. O

one e-mail address may be entered in each box. You can add a message

up to 1,000 characters to the person who is receiving the documents.

3. To add a client/project code (if previously selected) or description to

files, select the box next to that option. You can add the headlines t

cover letter by choosing the appropriate box. (For more informat

about Client Billing capabilities, see page 26.)

4. Select the format you want from the pull-down box.

5. Select the type of e-mail output you want. Your options for publication and W

site results are HTML or Plain Text. No options are available for pictures or re p o

6. Select Send. You will receive a confirmation.

N o t e : No formatting options are available for Web sites. Web siresults include the headline, site name, publication date, lead paragraph and URL. Selethe Terms of Use link for information about permitted uses of Factiva.com information

Using e-mail to deliver re s u l t s

Fields available to create Custom Display

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Print Results

Select Format for Printing to strip out any links, background graphics and

buttons. You can clean up a list of headlines, or clean up full art i c l e s ,

re p o rts, pictures, and Web site information. By selecting the Printer icon,

you will launch a new browser window containing your results. Use your

b ro w s e r’s commands to print the items.

Save Results

B e f o re saving your results, you will want to strip out any links and other

items as with printing. By selecting the Save (disk) icon, you will launch

a new browser window containing your results. Use your bro w s e r’s

commands to save the items. Depending on the browser you are using,

you may be given the choice of saving the file as a Web Page or Text File.

Use Briefcase

To view the contents of a Briefcase, click the Briefcase icon from your

results screen. Here are some facts about Briefcase:

• You can save headlines only so you are charged only when you

retrieve the full documents.

• When you access a briefcase, all items appear as headlines with links to

other document formats. If you have viewed a full document, you may

view it again at no charge within 30 minutes. Otherwise, regular docu-

ment charges apply.

• The 30-day time frame is calculated on a rolling basis. This means any t i m e

you update a Briefcase item, the entire Briefcase will be saved for 30 days

following the last update. After that, your Briefcase will be deleted.

• You can name each Briefcase, using up to 25 characters.

• When you choose the Briefcase icon from the results screen, you

either create a new Briefcase or add or delete content to an exist

Briefcase.

Adobe PDF

PDF will allow you to export Headlines, Articles or Headline and

Articles with a Table of Contents in a presentation-ready format.

Extensible Markup Language (XML)

Use this flexible document format for saving and republishing artic

in newsletters, intranets or other communication tools.

Newsletter

Newsletter builder helps you create professional, attractive

newsletters with ease. Newsletter builder allows you to share Facti

content throughout your organization. It is a great tool for curren

awareness, competitive intelligence or research. To build a Newslet

see Appendix 3 on page 30.

Use Briefcase to manage re s u l t s

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Creating an Alert

How to set up an Alert

This process illustrates how you set up a Personal Alert for your own use.

Select the link Click here to create new alerts or go to the Manage My

Alerts tab and select Create New Alert.

1. Enter the Alert Name (up to 25 characters) in the Enter Alert Name box.

Add Factiva Intelligent Indexing terms by clicking on the desired indus-

try, region, subject or company terms, or use the Look up tab to find

terms. Add further free-text terms if required in the free-text box and

click on M o re Options to select other criteria, such as

exclusion features and relevancy.

2. Relevance is a measure of how closely documents match the terms you

enter. Alert uses a complex algorithm to calculate a relevance score

between one and 100 for each document. The score reflects how well

the article matches the search criteria for that Alert.

3. Specify whether you want your results to have a high degree of

relevance (a score of 85 or above), a medium degree of relevance

(75 or higher) or any degree of relevance (any score). The default is to

search for items with any degree of relevance.

4. To change your relevance option, go to the Relevance level pull-down on

the Alert Creation screen and select High, Medium or Any.

5. Go to Alert Delivery at the bottom of the Alert Creation page. You m

include the results of your Alert in one of your News Pages or you m

choose to have your Alert delivered to your e-mail address. To do t

select either Bundled E-Mail Delivery or Custom E-Mail Delivery.

Bundled E-Mail Delivery

The Bundled E-Mail Delivery options allow you to consolidate your e-ma

a l e rts from your Alerts. Instead of setting up a Custom E-mail Delivery f

each of your Personal Alerts, you can establish your settings once and

apply it to multiple alerts. Factiva will then send you a single e-mail mes

sage, at a time you specify, with the latest headlines from your selected

A l e rt s .

First Delivery will arrive at about 9.00 am for the time zone selected in

your Preferences.

Second Delivery will arrive at about 4.00 pm for the time zone selected

your Preferences.

Custom E-Mail Delivery

You may elect to have your Alert results sent to an e-mail address at cu

tomized scheduled times.

AlertA l e rt is a current awareness and alerting tool that scans articles upon arrival to Factiva.com and continuously ‘crawls’ hundreds of Web sites for ne

that matches your interests. The search is perf o rmed automatically and your results are re t u rned to a Personal Alert for online view or may be e-mail

d i rectly to you.

How Relevance Works:

The relevance score is a combination of three factors:

• The number of terms included in the query and how many of the search terms afound in a document

For example, Alert 1 contains the terms “software or computer,” and Alert 2 contai“ s o f t ware or computer or internet.” The relevance score for a givdocument containing the terms “software” and “internet” would be lower for Alert because the document satisfied only one “ e v i d e n c e ” of terms in Alert 1 and two “ ed e n c e s ” of terms in Alert 2.

• The number of times any term appears in an article

For example, if one of the free-text terms is “Airbus,” an article containing that termultiple times would score higher than an article containing it only once.

• The word count of a document

For example, if “De Beers” appears twice in a document with 100 words and twicean item with 300 words, the first document will receive a higher score. The longer tarticle, the more times a search term needs to appear to receive the same score.

Alert — Key Facts:

You may view results from your Alerts on your News Pages or in the Alert area.

You can have Alert results sent to an e-mail address.

You can receive results as soon as 30 minutes after an Alert is set up.

Your results remain in your Alerts for 14 days.

To gain the ability to set up Group Alerts, call Factiva Customer Service.

Easily create a Company Alert by using the Save as an Alert link from Company Snapshot.

Your Personal and Group Alerts can be delivered via RSS feeds.

You can choose to have your Alerts delivered to a Blackberry or other mobile device.

C reating an Alert for continuously updated inform a t i o n

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To have articles delivered throughout the day in separate e-mails, click

Continuous E-mail.

Confirm the e-mail address in the text-entry box. You may enter only one

e-mail address for an Alert’s e-mail delivery.

Select Results Display Format, complete the rest of the Delivery Options

and click Start Alerting.

Creating an Alert from search

For ease of use, the Alert area is very similar to Search. In fact, you may

take a search query constructed in Search and use it in Alert. Simply select

the Save As Alert link from the Search results page. You will be prompted

to name the Alert, set a relevance level, and select a delivery option.

A similar feature is available also when conducting a Company Snapsh

After viewing your Snapshot results, click the Save as an Alert

link, to follow the latest information on your company of interest.

Note: Consider these issues when setting up an Alert:

• The atleast and /fn/ operators cannot be used in Alerts; if you attempt to save a searchquery containing these operators as an Alert, you will be prompted to remove it fromthe query.

• When using the adjn, w/n, nearn, /nn/ operators in Alert, please note that they will onlywork within the limits of a paragraph.

• Some content that you may use in Search is not available in Alert. This includes discontinued publications where only older articles are available, some publicationswhose publishers do not permit their distribution in Alert, some Web News as well as pictures and reports.

Quick Tip: Refine Your Alert

If you are receiving too many documents or don’t get the results you are expecting your Alert, you have several options for refining it (which you can also apply on the maSearch screen):

• Select Factiva Intelligent Indexing — using Factiva Intelligent Indexing™ is one the best ways to make sure the items you retrieve are truly about a particular compny, industry, region or subject.

• Search fewer sources — in Alert, you can limit your search to Publications onor Web News only. Or you can create a Custom Source List that includes just tsources you want.

• Exclude certain types of stories — from the main Alert Creation screens, click the + sign next to the Exclude: option and select the box(es) next to the types stories you want to exclude, e.g. Republished news like newswire stories, stock priarticles, and obituaries.

• Use Editor’s Choice — Factiva editors have identified articles that shed uniqinsight into an industry. Material is available for 18 industries. To add Editor’s Choiindexing terms to your search, click the Select Factiva Intelligent Indexing link aselect the Subject tab. Choose the Editor’s Choice: Industry Trends/Analysis categoYou will be presented with a list of the 18 industries covered. Highlight the industry industries you want and click And or Or. Click Done.

Building an Alert and choosing Alert Delivery

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Viewing the results of your Alerts online

Go to the View Alerts tab. Click on the Alert name to view its headlines. To

have the results of an Alert display automatically, click the tools link on the

Factiva.com toolbar and select Preferences. Then select the Alert under

Default Alert. Click on Save.

Search Within Alert

You may search within your Alerts using Boolean logic to pinpoint articles,

authors, dates and issues within an Alert.

Manage your Alerts

Go to the Manage My Alerts tab. Here you can create new Alerts, edit or

delete your Alerts. You can also view the delivery status. Personal

Alerts are those that have been created by you, and can be labeled either

Public or Private.

Sharing Alerts

Alert sharing allows your colleagues to subscribe to and view the results

your research. Simply click Share from an Alert or the Manage Alerts pa

then enter the e-mail address of the people you want to share it with. O

they accept the Alert invitation, they will receive your Alert results. Th

will also benefit from any changes that you make.

Group Alerts

If you have Group Alerts listed, these will have been created by y

Administrator and they may be listed as Subscribable Group Alerts

Assigned Group Alerts.

Subscribable Alerts are Group Alerts that are made available and optio

to all users on an account. The users can then decide if they wish to s

scribe to any of these alerts to view the results online in the Alert area, a

they can select to receive e-mail delivery from these alerts.

Click the Subscribe to Alert link, select a category from the pull do

menu. Select the alerts that are of interest to you by clicking the cor

sponding boxes.Click the Save button.

The next time you go to the View Alerts screen, you will see your selec

subscribable group alerts.

To unsubscribe, click the unsubscribe link located to the right of the Ale

name in the Subscribable Group Alerts area on the Manage My Ale

screen.

Assigned Group Alerts are alerts on subjects of interest, created by y

administrator, which are shared within your account. These Alerts app

in this list because your administrator has assigned them to you.

Alerts delivered to your BlackBerry®

Click the Alert tab and choose the Manage My Alerts sub-menu. This w

display all your Alerts and delivery settings.

Click the Options link next to Bundled Delivery. The Bundled Delivery

mail Settings page will appear. Confirm your e-mail address and adj

other settings such as Time Zone and E-mail Format, if necessary.

Select Mobile from the E-mail format drop-down menu. This will ens

that your Alert results are formatted appropriately for you BlackBerry®

other mobile device. Check the box(es) corresponding to the Alerts t

you would like delivered with your First Delivery and/or Second Delive

Verify your Alert selections and settings and click Save.

Viewing the results of your Alerts online

Managing Alerts

Subscribed or Assigned Group Alerts

Search within an Alert

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Factiva Pages

These pages are the default pages created by Factiva editors. They include

access to articles from up to ten major news sources for your region fro m

the Newsstand component, 5 to 10 market indexes, Editor’s Links and

Web Resourc e s .

Factiva Pages have either a regional, industry or news subject focus.

You can always view a Factiva Page from another country, region or

industry by selecting from the pull-down list, or change your default page

in the Preferences area.

Factiva Pages may also include other special themed subject pages

developed by Factiva editors in response to world events and issues, as well

as industry-specific pages.

Group Pages

These pages are set up by a company’s administrator for certain groups

users within the company. Assuming that you are in the group, you m

have access to all the pages your administrator has developed and c

select which ones you wish to display on your screen. If your administra

has specified a default Group Page for your group, you will see that as yo

initial page, rather that the Factiva Page. (See also Setting Up Group Pa

on page 17.)

Personal Pages

These pages give you the flexibility to build your own page by choos

and customizing the sections you want to display.

To display your News Page(s), select the News Page tab and the following subcategories will display: Personal Pages, Group Pages and Factiva Pages

News PagesNews Pages allows you to access the key content areas of Factiva.com from one screen. You can create pages that include the ability

select, browse or search up to 10 publications in Newsstand; view your Alerts, Saved Searches, industry-focused news, re s e a rch on a glo

al company, pricing information and breaking news. There are three main types of News Pages:

Note: Factiva Pages are pre-set by Factiva editors and cannot be modified. Group Pagecannot be modified, except by your group administrator.

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Customizing Your Personal Page

To create a Personal Page, select the News Pages tab and the Create New

Personal Page subcategory. A new browser window will open. Select the

elements you want to display in the narrow and wide columns, enter a

name for your page in the text-entry box and click Save.

You may create up to five Personal Pages.

How to select sections for your Personal Page

Several components are available for display on your News Page:

Narrow Column

• Quotes List — this section displays pricing information for instruments in

your Quotes Lists. You can create up to 10 personal Quotes Lists, with up

to 20 instruments for each list, and access up to 10 group Quotes Lists.

• Saved Search Index — your personal saved searches are listed, plus any

group saved searches available to you. You can run these searches from

your News Page.

• Quotes — request quotes on an ad-hoc basis. You may request quotes on

these instrument types: Global Stocks, Market Indexes, Funds, Corporate

Bonds and Currencies.

• Company Snapshot — connect to Company Snapshot, which

provides detailed company background and financial information on

nearly 31,000 companies around the world.

• Web Resources — links to top Web sites, as selected by Factiva’s editors

for their usefulness to business professionals. They offer free information

resources, tools, reference works and services. Obtain a description of the

site by holding your mouse over each site name. Please note that if your

company prohibits you from accessing Web sites, you will not see Web

Resources as an option.

• Alert Index — an index of your Personal and Group Alerts. A green fold-

er indicates new results since you last viewed your Alerts. You can view

your results by selecting the appropriate button.

• What’s New — product-related announcements about new content and

features.

Wide Column

• N e w s s t a n d — select up to 10 publications and their sections to display for

b rowsing in your Newsstand view. You may choose from over 100+ newspapers

and general business publications. See also “Using the Newsstand Component”.

• A l e rt Results — see the 5 most recent headlines from your

Personal Alerts and any Group Alerts you choose. To view the full article,

click on the headline.

• Saved Search Results — see the 5 most recent headlines of any Sav

Searches you have chosen. To view the full item, click on the headline

The sections you select will be listed on your News Page in the order in wh

you chose them. For instance, if you chose Quotes List, Saved Search Ind

A l e rt Index and Quotes from the narrow column sections, they will be lis

on the left side of your News Page in that ord e r. If you use the Quotes s

tion fre q u e n t l y, you may find it useful to place it higher on the scre e n .

Edit to edit the section or reformat a page.

x to delete a Personal Page.

• Eur-lex Search — Select the Eur-lex component to search the Eur-lex da

base of directives, treaties, legislation, case law, and documents from

European Union. (For more information, see Appendix 1, Searching E

lex Content on page 28.)

C reating a Personal Page

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Using the Newsstand Component

The Newsstand component within News Pages features more that 100+ of

the worldís most influential newspapers and general business magazines,

browsable by date and by section.

To add newspapers to your News Page,&nbsp;&nbsp;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 page.

From the Newsstand tab, select up to 10 publications. If you do not speci-

fy a section, the front page or cover feature is chosen by default.

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.

Your chosen newspapers will now appear in your News Page.

The archive for browsing is two weeks for daily publications and the most

recent three issues for weekly and bi-weekly publications.

There is a free-text box at the top of the News Page where you can search

your Newsstand using boolean or advanced search options. The archive for

this is three months

You may include the Newsstand component in a Group Page or a Personal

Page, and it also appears in the Factiva Pages.

Setting Up Group Pages

If you are an administrator, you can create and assign Group Pages

topics of interest.

If you are an individual user, here’s how to select a Group Page that

administrator has created. From the News Page tab, select the Group Pa

subcategory tab. You will be presented with a list containing all the Gro

Pages available to you.

How to set up a News Page as your home page

You can choose to display a News Page as your home page and have t

as the first page you see when you log on to Factiva.com. Go to

Preferences link in the toolbar and select General Preferences.

(For more about Preferences see page 25.)

Using the Newsstand Component

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Company Lists

If you frequently search for information about the same company or compa-

nies, you can create a personalized company list. This simplifies the process of

requesting a Company Snapshot or searching for information about compa-

nies in the Search Builder area. You may create up to 10 personal Company

Lists and access an additional 10 group company lists. Each list can contain up

to 500 companies.

How to create a new Company List

Select the company lists link from tools menu. The Company List window

displays. Click the C reate New List link.

Enter a name for your list in the dialog box and click S a v e. Your new list

should now appear in the company lists column. Next, search for companies

by name or symbol. Highlight the desired companies from the matching list

and click Add.

The selected companies should now appear in your new list.

How to search by name or symbol

You have the option to search for companies by name or symbol.

When you look up a company by name, enter as much of the comp

nameas possible, ending with an asterisk or dollar sign.Your search will lo

foraliases and trading names and a list of matching companies w

begenerated, including subsidiaries and recently acquired compan

W h e n requesting a company by symbol, you may enter either a US tic

symbolor a Reuters Instrument Code (RIC) .

Companies/MarketsFactiva.com provides detailed information on tens of thousands of publicly quoted companies:

• Financial data for 33,000 companies located worldwide provided by Reuters.

• Analyst reports for companies and industries are available from Investext.

• The Factiva Intelligent Indexing™ system applies company codes to news for over 340,000+ companies, including over 250,000

unquoted corporate entities.

Adding a Company to a New List

Naming Your New Company List

How to Search by Name or Symbol

S e a rching for Companies by Name

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Quotes

The Quotes area of Factiva.com covers various types of securities, including

equity and debt that trade on exchanges located around the globe.

Specifically, pricing information is available for stocks, funds, corporate

bonds, market indexes, currencies, U.S. Government Bonds and Unit Trusts.

Current and historical pricing on actively traded issues, is available for each

instrument going back approximately 25 years.

Twenty-five years of capital change records are also available for equities.

The accessibility of this content will allow you to quickly find stock split,

dividend, and cash disbursement figures.

Requested data can be presented in one of three formats: a formatted

table, a static chart or a comma delimited file. For certain instruments, you

will also be able to link to an interactive chart.

Quotes are provided by two leading market data suppliers, Reuters

Investor and SunGard PowerData (formerly known as Tradeline).

How to request quotes for Active Stocks, Funds, or Current Corporate Bonds

1. Click Quotes from the Companies/Markets tab.

2. Select either Stocks or Funds from the Select Instrument field.

3. Enter the company or fund symbol. When requesting a quote by symbol,

you may choose to enter either a U.S. or Canadian ticker symbol or a

Reuters Instrument Code (RIC). Up to 20 symbols, separated by spaces,

can be entered at one time. If you do not know the stock or fund sym-

bol, click Symbol Lookup. Enter the company or fund name. Ifyou are

unsure of the exact spelling, truncate the name with an asterisk, and

then click Search. Instruments matching your inquiry will appear.

Highlight the stocks or funds of interest. You can select up to 20 by hold-

ing the CTRL key and clicking the stock or fund. Alternatively, you can-

choose to select up to 20 stocks or funds from your Quotes List.

4. Select your desired date option from the Date Range field. Current

Quote is the default and the only option for Corporate Bonds.

5. (Optional) Pick the currency in which you would like to see your quotes-

displayed. Currency as Reported is the default. Currency as Reported

means the currency corresponds to the country of the exchange listed.

For example, for a fund that trades on a U.S exchange, the currency as

reported would be the U.S dollar. Should you change your currency

selection, you will have the option to use a historical exchange rate.

Checking the box next to Historical Ratewould re-calculate prices

eachrequested quote with its corresponding closing exchange ra

Otherwise, all requested quotes will be re-calculated using onlythe p

vious day’s closing exchange rate.

6. Choose your display Format. You have two options: Format

Tableand Static Chart. Formatted Table is the default. Using this form

will also provide you with the opportunity to export the data to

spreadsheet as a CSV (Comma Separated Value) file.

7. (Optional) Uncheck the box next to Adjust for Capital Change sif you

not want your prices adjusted for stock splits and stock dividends.

8. Click Get Quote.

How to request prices for Delisted/Merged Stocks

1. Click Quotes from the Companies/Markets tab.

2. Select Delisted/Merged Stocks from the Select Instruments drop-do

menu.

3. Enter the company’s former ticker symbol. If the symbol is unknow

click Symbol Lookup. Enter the company’s name. If you are uns

ofthe spelling, you can truncate the company’s name with an aster

and then click Search. Highlight the delisted/merged stocks of inter

Youcan select up to 20 by holding the CTRL key and clicking an item

4. Select your Date Range.

5. (Optional) Select the Currency for which the quotes should be report

Currency as Reported is the default. Currency as Reported means t

currency corresponds to the country of the exchange listed. For exa

ple, for a stock that traded on the London Stock Exchange, the Curre

as Reported would be the British Pound. Should you change your c

rency selection, you will have the option to use a historical exchan

rate. Checking the box next to Historical Ratewould re-calculate pri

for each requested quote with its corresponding closing exchange ra

Otherwise, all requested quotes will be re-calculated using only the p

vious day’s closing exchange rate.

6. Choose your display Format. You have three options: Formatted Tab

Static Chart, and Comma Delimited. Formatted Table is the defa

Selecting Comma Delimited will export your data into a spreadsheet

7. (Optional) Uncheck the box next to Adjust for Capital Changes if you

not want the quotes adjusted for stock splits and stock dividends.

8. Click Get Quote.

Quotes interface with Select Instrument and Date Range field displayed

Note: Use the Date listed and Date Delisted field to help you determine date range ava i l

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How to request quotes for Historical Corporate Bonds

1. Click Quotes from the Companies/Markets tab.

2. Select Historical Corporate Bonds f rom the Select Instru m e n t d rop-down menu.

3. Enter the company’s debt instrument symbol. If the symbol is unknown,

click Symbol Lookup. Enter the company’s name in either lowercase or

uppercase text. If you are unsure of the spelling, you can truncate the-

company’s name with an asterisk. As an added option, you can include-

the bond’s coupon rate (interest rate) and maturity date to help you

quickly locate the bond you need. When searching with Coupon rates,

enter the coupon rate or interest rate, using the decimal format. Then

set the condition by clicking on the drop-down menu. You can select-

from a coupon rate that is: Less than or Equal to the rate you entered,

Greater than or Equal to the rate you entered, or Equals the rate you

entered. When searching with maturity date, enter the Maturity date of

the bond. Then set the condition by clicking on the drop-down menu.

You can select from a maturity date that is: On or Earlier Than the date

you entered, On or Later Than the date you entered, or On the day you

entered.

4. Click Search. Highlight the historical corporate bond of interest. You

canselect up to 20 by holding the CTRL key and clicking an item.

5. Select your Date Range.

6. (Optional) Select the Currency for which the quotes should be reported.

Currency as Reported is the default. Currency as Reported means the

currency corresponds to the country of the exchange listed. For exam-

ple, for a stock that traded on the London Stock Exchange, the Currency

as Reported would be the British Pound. Should you change your cur-

rency selection, you will be prompted to choose between Current Rate

and Historical Rate. Selecting Current Rate would re-calculate all

requested quotes using only the previous day’s closing exchange rate.

Selecting Historical Rate would re-calculate prices for each requested

quote with its corresponding closing exchange rate.

7. Choose your display Format. You have three options: Formatted Table,

Static Chart, and Comma Delimited. Formatted Table is the default.

Selecting Comma Delimited will export your data into a spreadsheet.

8. (Optional) Uncheck the box next to Adjust for Capital Changes if you do

not want the quotes adjusted for stock splits and stock dividends.

9. Click Get Quote.

How to request quotes for Market Indexes and Currencies

1. Click Quotes from the Companies/Markets sub-menu.

2. Select either C u rrencies o r Market Indexes f rom the Select I n s t rument field.

A list of available instruments for each type will appear.

3. Check the box(es) next to the instruments you like. You can select up to

20. When requesting quotes on currencies, your default base currency is

the U.S. Dollar. You can change your base currency by clicking the

drop-down menu next to Currencies. Alternatively, you can select up to

20 instruments from your Quotes List.

4. Select your desired date option from the Date Range field. Current

Quote is the default for Market Indexes and Currencies.

5. Choose your output format. Formatted table is the default. Your ot

options are a static chart or a comma delimited file. Choosing com

delimited will export your data into a spreadsheet.

6. Uncheck the Adjust for Capital Changes if you do not want your pri

adjusted for stock splits, dividends, cash and cash equivalents.

7. Click Get Quote.

How to request quotes for Market Indexes by Name and Unit Trusts

1. Click Quotes from the Companies/Markets tab.

2. Select Market Indexes or Unit Trust from the Select Instruments dr

down menu.

3. Enter the market index or unit trust symbol. If the symbol is unknown, c

Symbol Lookup. Enter the market index or unit trust name. If you

u n s u re of the spelling, you can truncate the market index or unit tr

name with an asterisk, and then click Search. Highlight the market in

or unit trust of interest. You can select up to 20 by holding the CTRL

and clicking an item.

4. Select your Date Range.

Requesting a current Quote for Common Market Indexes

Note: The instrument type Market Index by Name includes a variety of instruments susecondary market indexes, interest rates, and cash prices, to name a few.

Historical Trusts for a Unit Ty p e

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5. (Optional for unit trusts) Select the Currency for which the quotes should

be reported. Currency as Reported is the default. Currency as Reported

means the currency corresponds to the country of the exchange listed.

For example, for a unit trust that traded on the London Stock Exchange,

the Currency as Reported would be the British Pound. Should you

change your currency selection, you will have the option to use a his-

torical exchange rate. Checking the box next to Historical Rate would

re-calculate prices for each requested quote with its corresponding clos-

ing exchange rate. Otherwise, all requested quotes will be re-calculated

using only the previous day’s closing exchange rate..

6. Choose your display Format.You have two options: Formatted Tableand

Static Chart. Formatted Table is the default. Using this format willalso

provide you with the opportunity to export the data to a spread-sheet

as a CSV (Comma Separated Value) file.

7. (Optional) Uncheck the box next to Adjust for Capital Changesif you

donot want the quotes adjusted for stock splits and stock dividends.

8. Click Get Quote.

How to request quotes for US Government Debt

1. Click Quotes from the Companies/Markets tab.

2. Select US Government Debt from the Select Instrument drop-down

menu.

3. Enter the US Government Debt symbol. If the symbol is unknown, click

Symbol Lookup. Enter the US Government Debt name. If you are unsure

of the spelling, you can truncate the US Government Debt name with an

asterisk, and then click Search. Highlight the US Government Debt of

interest. You can select up to 20 by holding the CTRL key and clicking

an item. Alternatively, to get quotes for commonly traded US Debt

instruments click Common Instruments. Next select your Debt Type.

4. (Optional) Enter the Coupon Rate or Interest Rate using the decimal for-

mat of the debt instrument. Then set the condition by clicking on the-

drop-down menu. You can select from a coupon rate that is: Less than

or Equal to the rate you entered, Greater than or Equal to the rate you

entered, or Equals the rate you entered.

5. (Optional) Enter the Maturity date of the debt instrument. Then set the

condition by clicking on the drop-down menu. You can select from a

maturity date that is: On or Earlier Than the date you entered, On or

Later Than the date you entered, or On the day you entered.

6. Click Search. You can select up to 20 by holding the CTRL key and click-

ing an item. Click Add to Symbol List.

7. Select your Date Range.

8. (Optional) Select the Currency for which the quotes should be reported.

Currency as Reported is the default. Currency as Reported means the-

currency corresponds to the country of the exchange listed. For exam-

ple, for a bond that traded on the NY Stock Exchange, the Currency as

Reported would be the US Dollar. Should you change your currency

selection, you will have the option to use a historical exchange rate.

Checking the box next to Historical Rate would re-calculate prices for

each requested quote with its corresponding closing exchange rate.

Otherwise, all requested quotes will be re-calculated using only the p

vious day’s closing exchange rate.

9. Choose your display Format. You have two options: Formatted Ta

and Static Chart. Formatted Table is the default. Using this format w

also provide you with the opportunity to export the data to a spre

sheet as a CSV (Comma Separated Value) file.

10. (Optional) Uncheck the box next to Adjust for Capital Changes if you

not want the quotes adjusted for stock splits and stock dividends.

11. Click Get Quote.

A link to Interactive Charts is also available when viewing the quo

results for Stocks, Funds, Market Indexes, and Currencies. Simply click

Get Interactive Chart link. This will take you to the Charting area

Factiva.com where you will receive a 3-month daily price chart for y

selected instrument. (See Page 22 for more information on Interactive Char

Accessing Capital Changes

The Quotes area of Factiva.com also provides access to Capital Chan

records for Stocks as far back as 1968 in some cases. Capital Chan

transactions include the following corporate transactions:

• Stock Splits • Cash Dividends

• Stock Dividends • Cash Equivalents

How to request Capital Change Records for Active Companies

1. Click Quotes from the Companies/Markets sub-menu.

2. Select Capital Changes f rom the Select I n s t rument field.

3. Enter the symbol of your desired company. You may enter either a U

or Canadian ticker symbol or a Reuters Instrument Code (RIC). Up to

symbols, separated by spaces, can be entered at one time. If the symbo

unknown, click Symbol Lookup.Enter the company name. If you are uns

of the spelling, you can truncate the company name with anasterisk, a

then click Search. Companies matching your inquiry will appear. Highli

the company ofinterest. You can select up to 20 by holding the CTRL

and clickingan item. Alternatively, you can choose up to 20 compan

from your Quotes List.

Stock Quote Result with link to Interactive Chart s

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4. Select the Capital Change transactions that you would like retrieved,

from the Capital Changes drop-down menu. The default is to request

all.

5. Choose your output format. Formatted table is the default. Your other

option is a comma delimited file. Choosing comma delimited will export

your data into a spreadsheet.

6. Check the Capital Change transactions that you would like retrieved.

The default is to request both Stock Splits and Stock Dividends, as well

as Cash and Cash Equivalents.

7. Click Get Quote.

How to request Capital Change Records for Delisted/Merged Companies

1 . Click Q u o t e s f rom the C o m p a n i e s / M a r k e t s t a b .

2 . Select D e l i s t e d / M e rged Capital Changes f rom the Select Instru m e n t f i e l d .

3 . Enter the company’s former ticker symbol. If the symbol is unknown, click

Symbol Lookup. Enter the company’s name. If you are unsure of the

spelling, you can truncate the company’s name with an asterisk, and then

click Search. Highlight the delisted/merged company of interest. You can

select up to 20 by holding the CTRL key and clicking an item.

4 . Check the Capital Changet ransactions that you would like retrieved. The

default is to request both Stock Splits and Stock Dividends, as well as

Cashand Cash Equivalents.

5 . Select your Date Range. Number of Prices is the default. This opt

allows you to indicate the number of the most recent transactions to

displayed. Altern a t i v e l y, choosing Custom Date Format will allow you

specify your own beginning and ending dates.

6 . Click Get Quote.

Charting

The Charting area of Factiva.com allows you to draw charts for Stoc

Funds, and Market Indexes. These charts are interactive. They do m

than just provide a graphical representation of an instrument’s activity,

interactive charts will also supply the value for any given datapoint a

one-click access to news for Stocks and Funds.

Multiple chart types are available. Included are:

• Candlestick • High-Low

• High-Low-Open-Close • Line (default)

Charting additionally contains tools for comparative analysis. For examp

you can chart a stock along with a market index, or a stock with it’s 10-d

or 50-day moving average. Up to 10 instruments can be charted on o

graph. Please note that a chart with 6 or more instruments will not cont

interactive functions.

Interactive Chart with multiple instru m e n t s

N o t e : Use the Date listed and Date Delisted field to help you determine date range ava i l a b i l i t y.

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How to request an Interactive Chart

1. Click Charting from the Companies/Markets sub-menu.

2. Enter the symbol(s) for the Stocks or Funds you would like to chart. You may

enter either a U.S. or Canadian ticker symbol or a Reuters Instrument Code

(RIC). Up to 10 symbols, separated by spaces, can be entered at one time.

To chart a Market Index, check the box next to one of the major indexes list-

ed under Comparison Indexes or select one from the drop-down menu.

A l t e rn a t i v e l y, you can select up to 10 chartable instruments from your

Quotes List.

3. Select your desired date option from the Date Range field. Daily prices for

the past 3 months is the default.

4. Choose your Display Options. There are three fields to complete here. Yo u

can decide to display a Moving Average on your chart. Moving average

c h a rts will not start on the first date of your time series, but it will use the

first set of dates to calculate the average. For example, in a 10-day mov-

ing average chart, the chart will start on day 11 of the graph, as the first

10 days of data are used in the calculation of the average. Additionally,

you can choose your Chart Type and indicate whether you would like vol-

ume shown for your Instrument in Focus. If you are charting multiple

i n s t ruments, the Instrument in Focusis indicated by the color blue. To make

another instrument the Instrument in Focus, under Charted Symbols, click

the triangle at the end of the instrument name.

5. Click Draw Chart. If you aredisplaying a single instrument, listed on the Y-

axis will be theprice of the instrument and on the X-axis you will find the

date range. Ifyou are displaying 2 or more instruments, the Y-axis will

change to Percentage Value,while the X-axis will continue to list the date

range. Should your interactive chart not appear, you may need to change

y o u rc h a rting option in Pre f e rences. As a default, charts are pro d u c e d

u s i n g M a c ro m e d i a ’s Flash. If your Web browser does not contain the Flash

plug-in,your charts will not display pro p e r l y. You can remedy this issue by

accessingthe Quotes/Market Data tab in Pre f e rences,and switching your

c h a rtingoption from Macromedia Flashto Portable Network Graphic (PNG).

Interactive Charts can be printed using the processing icons at the botto-

mof the page.

Click-to-News

After retrieving a chart, you might need more details to help you develop

the “full picture” behind the instrument. You can evaluate the increase

and decrease in datapoint values on a given chart by simply moving your

mouse to any place on the chart. The actual values for the date selected

will appear on mouse over. Additionally, you can left-mouse click on any

datapoint , for a charted stock or fund, and to access news for that time

period, which may have had an affect on the instrument’s performance.

Company

The Company area in Companies/Markets enables you to run one search to

gather business intelligence on companies around the world in the form of

a Company Snapshot. The data source for each section of Company

Snapshot is clearly identified.

Save as an Alert from Company Snapshot

If you need to continuously follow news on the company you

researching, you can create an Alert in a few easy steps.

1. Click the Save as an Alert link in the upper right corner of the Compa

Snapshot Results page. This will take you to the Alert Creation pa

Your alert name and the Factiva Intelligent Indexing Company term w

automatically be selected for you.

2. Make any adjustments to the alert that you desire, such as adding fr

text terms, changing your sources, or setting delivery options.

3. Click Start Alerting to complete the setup of your Alert.

Company Snapshot

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Links to Company Reports

The Company Snapshot also provides you with links to more detailed com-

pany financials. The pre-formatted reports are:

• Ratio Comparison Report — comparative financial performances

between the selected company and its primary Factiva industry, its sector

and the S&P 500 Index.

• Detailed Company Profile Report — provides an executive summary-

of a company’s stock and financial performance. It includes the following-

sections: Basic contact data and a business description; officers and execu-

tives; key financial ratios; Peer Comparisons.

• Detailed Company Profile Report with Financial Results — pro-

videsdetailed financial and stock performance data. Sections include all the

ele-ments of a Detailed Company Profile Report plus income statement;

bal-ance sheet; and cash flow statement.

How to create custom reports

The Custom Reports function allows you to create presentation quality

company reports containing the latest news articles, quotes and financials.

You simply select as many of the 18 sections listed as you want in your re p o rt .

Please note that not all sections are available for all companies.

To view a sample of what your custom report will look like and what

information it will contain, click the Sample link.

Industry Reports

Quickly tap into the analyst view of an industry using Industry Repo

Reports provide analysis and opinion from the world’s top financial a

brokerage experts, in a presentation-ready PDF format. This section

Factiva.com will allow you to easily research one or more industries of y

choosing. To retrieve one or more industry reports, simply:

1. Select Industry Reports from the Companies/Markets tab.

2. Place a check (-) next to the name of the industry or industries y

would like.

3. Click the Get Reports button.

I n d u s t ry Report s

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The Preferences link is located in the top-right hand corner of the screen.

Most of the individual preferences are very self-explanatory. More detailed

explanation of preferences and how they are applied is available in the

Support area from the main Preferences screen.

When you have finished setting your Preferences, click Save and OK.

PreferencesThe pre f e rences area can be found in Tools in the Factiva.com toolbar.

This area allows you to personalize a variety of settings that determine how Factiva.com is presented to you. For instance, you can establis

home page, change the default sources you search, change the size of the search box, choose to display indexing codes, set the defa

content language, choose to default to Search or split scre e n .

The Preferences section allows you to personalize the following areas:

• General Preferences • Quotes & Market Data

• News Page • Search & Alert

• Login Information • Profile

P re f e rences lets you customize your access

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Group Manager

Group Manager allows administrators to facilitate the flow of information

to groups in their organizations. Groups can contain all the users in

an account or be limited to specific departments, project members or

individuals. There is no limit to the number of groups or subgroups

you may have.

When you view the Group Manager screen, the left side is devoted to user

groups. The associated administrative groups appear on the right side of

the screen. Only authorized administrators may make changes. You are

authorized to only work on groups whose links are displayed in purple.

If you are an authorized administrator, you can use Group Manager as a

knowledge management tool to assign various capabilities to groups of

users. From the Group Manager page, you can click a particular group

within your list, such as “Marketing” and then see a list of more than 12

functions that can be applied to that group. In addition to adding and

removing users from the group, you can assign to the group specific Saved

Searches that you have set up in advance, as well as Custom Source Lists,

Group Alerts, Group News Pages, Company Lists and more.

You can also specify what those users can and cannot see when they access

Factiva.com. When you click Assigning Administrative Preferences to

Groups, you will see several general options and options specific to

Search/Alert, News Pages and Quotes/Market Data. For example, you may

not want your users in the Marketing group to redistribute results via the

Factiva.com e-mail function, and you may want them to see News Pages as

their Home Page when they log on and the company intranet Home Page

as their exit URL. Within the News Pages options, you can determine which

News Pages will be displayed first—Personal Pages, Group News Pages or

Factiva News Pages. You can also designate a default Group News Page and

Factiva News Page. In addition, within the Search/Alertoptions, you may

wish to block their access to particular content types such as Pictures but

keep their access to Web sites.

If there are certain attributes that you would like to apply to all users (e

block their ability to change their passwords), you can do this by click

the main account level group from Group Manager and then changing

respective setting.

Client Billing Function

The Client Billing Function allows you to track your users’ research char

to a client or project name. There are three variations of this functi

Voluntary Client Billing, Mandatory Client Billing and Custom Client Billi

You assign the type of Client Billing for users within Group Manager.

Voluntary Client Billing

With this method the usage of your users is either attributed to a spec

client or project code or to an individual user ID. Users select Client Bill

from the Toolbar and enter a code in the “Enter client-billing code fie

or choose an existing code from the “Frequently used client-billing cod

pull-down list. Codes may be up to 70 characters.

If your users work on multiple projects or for more than one client, th

can change the client code to which products usage will be associa

before conducting research on an additional project.

Mandatory Client Billing

When using this option, the usage of your users is always attributed t

client or project code. When your users log on to Factiva.com they will

re q u i red to select a code to which they want to track usage. They must eit

enter something in the “Enter client-billing code field” or choose an exist

code from the “Frequently used client-billing codes” pull-down list.

You can decide whether client billing should be mandatory and assign

client billing information via Group Manager.

Administrative ToolsIf your User ID is authorized to be an administrator, you will see the Administrator tab along with the Group News Page tab at the top of t

main screen. As an administrator for your organization, you can manage such functions as assigning users to groups, assigning Alerts or Ne

Pages to groups, or authorizing client billing methods.

The tab contains four subcategories: Group Manager, Custom Client Billing, Electronic Usage Reports and Account Support .

G roup Manager facilitates the flow of inform a t i o n

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Using Custom Client Billing

This method allows you to customize how users in your organization enter

client billing information in order to associate usage to clients.

You can define up to five fields. You can also determine whether the field

needs to be validated, required or optional.

• Validated

You will be asked to either choose an existing validation

list which will be checked against the information entered by users, or to

create a new validation list.

• Required

Factiva.com will check to see that users have entered something into

the field.

• Optional

Users will be allowed to leave the field blank.

You can also add custom instructions for each field and choose a

field delimiter.

How to instruct users to turn off client billing

If you have Voluntary Client Billing users can manually end their sessions

clicking Logout in the toolbar.

If mandatory billing is preferred, your users can never turn off client billi

They can, however, invoke a new code at any time during a session.

All charges you collect using client billing will appear on your next invo

organized by client or the project names you assigned.

Usage Reports

Usage Reports may be accessed from the toolbar. Data is delayed no m

than two days and is available for the past three months. Usage figures w

appear in the currency in which the account is billed. There are three usa

reports that your users can view online:

• Individual Summary

• Client/Project Summary

• Individual Client/Project Summary

After viewing a report, you can choose to print, save or download

report to a spreadsheet.

Additional usage re p o rts are available.

Account Support

Click on Account Support to use the Account and User Administrat

functions of Factiva's Membership Circ l eS M.

Some of these functions include the ability to update billing and acco

a d d resses, edit passwords, and update active and inactive users.

Customizing the Client Billing Interface

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Searching Eur-lex Content in Factiva.com

Eur-lex content can be searched several ways in Factiva.com

Eur-lex content is available in Factiva.com from Search and Alert and is also

available as a search component that can be added to a Personal News

Page, or viewed on the Factiva News Page for the European Union.

Eur-lex content dates back to 1st January 1951.

Please note that major Eur-lex subjects and keywords have been mapped

to Factiva Intelligent Indexing™ terms.

To access Eur-lex Search from News Pages

1. Add Eur-lex Search to a Group or Personal News Page.

2. From Factiva News Pages, use the pull-down menu and select European

Union.

3. Set your News Page Preferences to either 1 or 2 above, as the defa

News Page.

To search Eur-lex Search from a News Page

You have several search options and can enter various search criteria:

• Document Numbers

• Eur-lex number

• EU number

- Free-text key terms, if desired

- Document type

- Date

Eur-lex Search Tips from News Page

• S e a rching with an EU number re q u i res entering the publication year for

document. For example, to retrieve EU document 1630 you must enter

year 2002. If you do not know the publication year, we suggest enterin

f ree-text key word search on the subject of the document, for examp

c e reals and rice.

• Select a document type by highlighting the category, just click on

c a t e g o ry to make a selection; you can select more than one category ;

deselect a category just click on it again and the highlighting will

removed. You may also select and highlight All Documents. Document ty

can be expanded by clicking on the (+) expansion button next to a categ

allowing you to select additional types within that category.

• S e a rch using Fre e - Text key terms is useful if you do not know the identify

document numbers, or wish to retrieve a series of documents on spec

issues. As in searching Eur-lex in Search and Alert, you can use the field

se=, to search in the Fre e - Text search box for specific Eur-lex Sectors using

designated sector number. Please select All Documents when using se=.

• Select Date Range: either select from the pull down menu, or click the

expansion button to enter a custom date range.

• To re t u rn to News Page, click the Return to News Page link (located on

right-hand side, above headlines) from the headlines results page.

Appendix 1

You may search by Eur-lex Document number or Sector Type:

If you are receiving too many documents or don’t get the results you are expecting inyour Alert, you have several options for refining it (which you can also apply on the mainSearch screen):

• Search Eur-lex Document Numbers as they appear in the Headline: For example,searching ID=32002R1630 or HD=32002R1630 retrieves the headline: “32002R1630 -Commission Regulation (EC) No 1630/2002 of 12 September 2002 providing for therejection of applications for export licences in relation to certain processed productsand cereal-based compound feeding stuffs.”

• Searching by specific Eur-lex Sectors using SE=, the field tag for Section Name:For example, sc=eur-lexe and SE=2. This search combines the source code for Eur-lexEnglish language, sc=eur-lexe, and the section code for the Eur-lex Sector ExternalRelations (Sector 2). It is recommended that you include either the source code* inyour search strategy, or select Eur-lex from the Source Browser. You can add free-textterms and date ranges to further narrow your search. The following are the Eur-lex sec-tors and identifying numbers available for searching with SE=:

- Treaties (Sector 1)

- External Relations (Sector 2)

- Secondary Legislation (Sector 3)

- Complementary Legislation (Sector 4)

- Preparatory Works (Sector 5)

- European Courts: Court of Justice, Court of First Instance (Sector 6)

- Parliamentary Questions (sector 9)

- EFTA Relevance (Sector E)

- Other acts published in the Official Journal (Sector c)

*Eur-lex Source Codes:

English Language: rst=celexe

French Language: rst=celexf

German Language: rst=celexg

E u r-lex Search Screen

Note: Your company administrator may have pre-selected another default News Page

The following Eur-lex documents are available from the News Page

search:• Treaties

• International Agreements

• Secondary Legislation

• Supplementary Legislation

• Preparatory Documents

• Case Law

• National Implementation Measures - directives

• Parliamentary Measures

• EFTA Documents

• Official Journal C series documents - other

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Quick Guide to Numbers in Factiva.com

This table describes the numbers that are referred to in Factiva.com.

Note: Numbers current as of August 2007

Appendix 2

How Many

P u b l i c a t i o n s 1 0 , 0 0 0 +

Web sites 3 , 5 0 0 +

P i c t u r e s 7,000 added weekly

Company Snapshot from Reuters 3 3 , 0 0 0

Investext Select 4 7 , 0 0 0

Languages in Search and A l e r t 2 2

Saved Searches 25 (100 at group level)

Custom Search field formats 2 5

Custom Search fields available per format 3 0

Custom Source Lists 25 (100 at group level)

Fa c t i va Intelligent Indexing™ company codes 3 4 0 , 0 0 0 +

Fa c t i va Intelligent Indexing industry codes 8 9 0 +

Fa c t i va Intelligent Indexing region codes 4 6 0 +

Fa c t i va Intelligent Indexing subject codes 6 7 0 +

Company lists 1 0

Companies in a list 5 0 0

B r i e f c a s e 2 5

Documents in a Briefcase 1 0 0

How long a Briefcase is kept before deletion 30 days

Custom Display fields 2 5

Custom Display fields per format 3 4

A l e r t s 25 (100 at group level)

Articles in each alert no limitation

Number of days for article storage in A l e r t s 14 days

Number of documents that can clip to each alert each day 2 5 0

Quotes lists 1 0

Instruments in one Quotes list 2 0

M a r ket indexes, f u n d s, corporate bonds, s t o c k s, 180,000 equity prices from 85 US Treasury Bills, US Treasury Notes, and US Treasury Bonds exchanges worldwide

Currency spot rates 1 4 8

Currency cross rates 3 5

Personal News Pa g e s 5

Group News Pa g e s 100 at group level

Fa c t i va News Pa g e s 6 9 +

Newsstand Publications 1 0 0 +

Number of characters in a client billing code 7 0

Number of minutes for default timeout 30

Maximum number of characters when naming Saved Search, 2 5Custom Search fields, Saved Sources, Company lists,B r i e f c a s e, Custom Display fields, A l e r t s, News Page

Number of Instruments per Interactive Chart 1 0

Maximum number of chartable instruments 5 allowed for interactivity

Search 2.0 Beta - Number of A l e r t s 1 0

Search 2.0 Beta - Documents in a Clipboard 2 5

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Ti m e l y, relevant newsletters can help you drive awareness about news that you have identified as critical to the business. Whether you send daily

news to executives, pre p a re a weekly corporate newsletter or share re s e a rch with colleagues occasionally, Factiva’s newslett e r-building capabili-

ties let you create professional, attractive newsletters with ease.

Follow these four easy steps to build a newsletter in Factiva.com:

I. Select Content

II. Create a New Newsletter or Edit an Existing Newsletter

III. Format Content

I V. Design Newsletter

1. Click the checkbox next to any article headline in yoursearch results, Alert (Group or Personal)or briefcase.

2. Click to begin building your newsletter immediately.

OR

1. Click the checkbox next to any article headline in yoursearch results or Alert.

2. Click to store articles and build your newsletter later.

3. When you’re ready to build your newsletter, clicktools inthe top navigation bar.

4. Select briefcase from the dropdown menu.

5. Click the checkbox next to the headlines you want toinclude in your newsletter.

6. Click to begin building your newsletter.

1 . Follow the directions above to select content for your newsletter.

2 . In the open fields, enter a Newsletter Name and Edition Namefor your new newsletter (e.g., Company Newsletter, Edition 1).

3 . Click C reate Newsletter.

Edit or Repurpose an Existing Newsletter

1 . Click t o o l s then n e w s l e t t e r to access the newsletter featuref rom anywhere in Factiva.com.

2 . To select a newsletter to edit or repurpose, click the + next to an e w s l e t t e r.

3 . Click O p t i o n s for the newsletter edition you want to edit orre u s e :

E d i t : Make changes to the newsletter edition

P re v i e w : View the newsletter edition

R e n a m e : Change the name of the newsletter edition

New as Clone: Copy the format and content of the newsletter edition

New as Te m p l a t e : Copy the format but not the content of the newsletter edition

D e l e t e : Erase the newsletter edition from your arc h i v e

Select Content

Create a New Newsletter

Appendix 3Build a Newsletter in Factiva.com

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Once you click Create Newsletter or Options for an existing newsletter,you have many formatting and design options for your newsletter.Select from some or all of the following options:

Add Masthead:

1. Enter a URL address to add a Web-hosted logo or image. For bestdisplay, logos should be no larger than 200x200 pixels.

2. Enter a title for your newsletter.

3. Click Save to save your changes and view them.

Add Dateline:

1. The date is automatically formatted as year/month/day. To changethe date, delete the auto-text and enter a new date.

2. Click Save to save your changes and view them.

Add Title:

1. Add a secondary name for this newsletter edition by entering textin the open field.

2. Click Save to save your changes and view them.

Add Summary:

1. Type in free text to summarize or describe the contents of thenewsletter edition.

2. Click Save to save your changes and view them.

Add Subheadings:

1. Enter a subheading name to divide your newsletter content intosubsections for better organization and viewing.

2. To move your subheading to a new location, mouse over the sub-heading until a gray bar appears and the subheading is highlight-ed in yellow.

3. Drag it to a new location with your mouse. Subheadings can bepositioned anywhere in your newsletter.

4. Subheading titles also dynamically appear in the Table of Contents.

5. Click Save to save your changes and view them.

TOC (Table of Contents):

1. A Table of Contents is automatically generated when you add subheadings.

2. Click TOC to hide or unhide the Table of Contents in your newsletter.

Horizontal Line:

1. Click Horizontal Line to add visual dividers to any section of yournewsletter.

2. To move your horizontal line to a new location, mouse over theline until a gray bar appears.

3. Drag the line to the new location with your mouse. Horizontal lincan be positioned anywhere in the document.

Add Link:

1. Click Add Link to include links to other internal or external content.

2. Enter a URL and title then add up to 256 characters of commentato describe the content.

3. To move your linked item to a new location, mouse over the graysubheading bar and drag it to the new location with your mouse.Linked items can be positioned anywhere in the document.

4. Click Save to save your changes and view them.

Reorder Articles:

1. To move an article to a new location in the newsletter, mouse ovthe article headline until a gray bar appears and the article is higlighted in yellow.

2. Drag the article to its new location.

Add Comment:

1. To add up to 256 characters of commentary to any article, mouseover the article headline until the gray bar appears.

2. Click Comment and enter your text into the open field.

3. Click Save to save your changes and view them.

Add Flag:

1. To add a flag to any article, mouse over the article headline untilthe gray bar appears.

2. Click Flag and select the desired flag from the menu.

3. To remove a flag, mouse over the article headline until the gray appears. Click Flag and then Remove Flag.

4. Flags can be used to draw attention or assign priority to a given article.

Add Footer:

1. To add a footer to the bottom of all pages in your newsletter, cliAdd Footer.

2. Enter your free text along with any copyright or trademark information.

3. Click Save to save your changes and view them.

Format a Newsletter

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Once you have formatted your newsletter to include a mast-head, table of contents and subheadings, there are severaldesign options available for your newsletter.

1. Click Save, Preview and Download when you have finishedorganizing content.

2. Select a theme: Left column, center column or right column.

3. Select a style: Red, Corporate or Gray.

4. Select output format:

HTML: Additional customization can be added using anHTML editor (i.e., Dre a m w e a v e r, Front Page). AnHTML newsletter can be posted as a Web page orused in an HTML e-mail or e-mail attachment.

RTF: Additional customization can be added using anRTF editor (i.e., Microsoft Wo rd ) .

PDF: This format will enable you to limit changes to thecontent after you send it.

M o b i l e : This light HTML design does not retain any columnlayouts or design theme and is an appropriate for-mat for viewing on a mobile device.

Design a Newsletter

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AAbstracts, 5

Alert Preferences. See Preferences

Alert

e-mail articles, 13

Key facts, 12

number of articles that can be held, 12

number of days for article storage, 12

relevance, 12

restrictions and considerations, 13

setting up, 12

sharing, 14

timeliness, 12

tips for refining, 13

Article Display Format

changing, 9

Article Fields

list of, 7

Article Length (searching), 6

BBriefcase

defined, 11

how to use ,11

number available, 29, Appendix 2

CClient Billing Code

number of characters, 26

Client Billing Function

custom, 27

mandatory, 26

turning off, 27

voluntary, 26

Client/Project Summary Reports. See Usage Reports

Codes. See Indexing

Companies

creating a Custom Report, 24

definition of report items, 23

Quick Search, 23

Quick Search results, 23

searching for, 10

Company List

creating, 18

how many can be created, 18

viewing lists, 18

Company Reports, 24

Company Screening

Basic List, 19

linking to other content, 19

Prospecting List, 19

screening elements, 18

Company Snapshot, 23

Comparison Report, 19

Content

available in Search, 3

excluding certain types, 8

Corporate Bond Quote. See Quotes

Currencies, 20

Custom Client Billing. See Client Billing

Custom Display Fields, 9

Custom Search Field formats, 7

Custom Source Lists, 4

DDates, 7

EEditor’s Choice, 15, 17

E-mailing Results 10

Eur-lex Search, 28 Appendix 1

FFactiva Codes. See Indexing

Factiva Intelligent Indexing

company codes, 8

industry codes, 8

key facts, 8

regional codes, 8

subject codes, 8

Factiva Pages,15

Filtering. See Content

Financial Snapshot Plus Profile, 19, 24

Financial Snapshot, 19, 24

Free-Text Searching, 5

Full Text Coverage, 5

Fund Quote. See Quotes

GGeneral Preferences. See Preferences

Group Manager, 26

IIndexing

looking up, 8

types of, 8

Industry Digests, 17

Industry Reports, 24

Instruments in One Quotes List, 29, Appendix 2

LLanguages

content, 7

default language, 7

Log In, 2

Logout, 2

Index

www.factiva.com

MMarket Index Quote. See Quotes

Mobile, 14

More Like This feature, 10

NNewsletter, 30 Appendix 3

News Page Preferences. See Preferences

News Page

for a group, 15, 17

industry-specific, 17

making your home page, 17

number that can be set up, 16

sections available, 16

setting up, 16

Newsstand,16

OOperators, 5

PPasswords, 2

Personal Page. See News Page

Pictures, 3

Preferences, 25

Printing

search results, 11

Punctuation

how to enter, 6

QQuotes Lists, 19

Quotes

corporate bond quote, 19

currency quote, 20

delisted stocks, 20

entering a name, 19

entering a symbol, 19

fund quote, 19

historic corporate bonds, 20

market index quote, 20

US Government Debt quote, 21

RRequired Client Billing Fields, 27

Reserved Words, 6

Reverse Code Look-up, 9

SSaving Results, 11

Screening. See Company Screening

Search Preferences. See Preferences

Search

Content Available in, 3

custom, 7

free-text, 5

include Indexing fields, 7

Search 2.0 Beta, 2

Selected Full Text Coverage, 5

Source List

creating, 4

how many sources can be added, 29 Appendix 2

Sources

browsing, 4

codes, 5

coverage, 4

language, 4

titles, 4

types, 4

Split Screen, 9

TTruncation

characters, 6

UUsage Reports

client/project summary, 27

downloading to a spreadsheet, 27

individual, 27

individual client/project summary, 27

printing, 27

User ID and Passwords, 2

VValidated Client Billing Fields, 27

Viewing Results

how to select display format, 9

More Like This feature, 10

WWeb resources, 16

Web sites, 3, 29 Appendix 2

Word Count

how to use article length, 6

© Copyright 2007 Factiva, Inc. All rights reserved. All other products mentioned are marks of their respective owners. F-1472.All information contained herein, including, but not limited to, pricing, availability and features of Factiva services, is only current as of August 2007, the date of publication of this brochure and nothing herein constitutes an offer or warranty which can bind Factiva.

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