Presentation slides - OhioLINK Research Databases

advertisement
Standard & Poor’s NetAdvantage
ICOLC Conference
October 4, 2001
Doug Doremus
Director – Reference Markets
212-438-1377
doug_doremus@standardandpoors.com
1
NetAdvantage
NetAdvantage
Standard & Poor's NetAdvantage was developed to help maximize research efforts in today's
fast moving investment market.
Contains 11 premier financial/ business databases with a suite of advanced search engines
that allow you to quickly locate critical information.
Search criteria can be defined to meet users specifications.
Quick search provides fast and easy access to the most commonly searched fields.
By company
By industry
By geographic region
Advanced search provides access across the entire database.
For in-depth, multiple-field searches.
Access to over 600 searchable fields
Data can be printed, saved, exported or downloaded directly into a document
Delivery Channels:
•LAN
•WAN
•Internet
•Intranet
2
NetAdvantage Home Page
3
Databases
S&P currently offers eleven (11)databases which it uses to deliver its products
electronically via the web or through a CD. The databases contain the most complete,
yet timely data available. The data used is cost effective, rich in content and accurate.
The Current status of the databases is as follows:
Corporation Records – Approx. 12,000
Companies in two (2) categories – public
companies and closed-end companies.
Corporation Records is updated monthly.
Earnings Guide – Approx. 5,000
Companies highlighting such fields as:
consensus earnings estimates for the
current quarter, current year and
following year. The S&P proprietary
Earnings & Dividend Ranking, P/E ratio,
5 yr EPS Growth Rate, Cash Flow, Book
Value and Revenue. The Earnings Guide
is updated monthly.
Register – Approx. 100,000 companies,
both public and privately – held. The
Register of Directors & Executives
provides brief biographical profiles on
more than 70,000 officers & executives
including departments, positions etc..
The Register is updated quarterly..
Dividend Record – Approx. 20,000
Companies and is updated 4 times/year.
It contains dividend payments, stock
splits and stock dividends, rights
distribution and other capital changes.
Mutual Funds – Approx. 11,000 funds,
following both small and large cap funds,
equity and fixed income funds and both
load and no-load funds. Mutual Funds is
updated monthly.
Industry Surveys – In-depth economic
and business information on 52 major
U.S. industries. In addition, Industry
Surveys also includes a Monthly
Investment Review, which provides
investment advice on 115 key industries.
Industry Surveys is updated bi-annually
and the Investment Review is updated
monthly.
Stock Reports – Approx. 5,500 public
companies and closed-end funds.
Featuring S&P’s Stars Ranking, the
current price and price range, a four (4)
year stock chart, 10 years of income
statement & balance sheet, EPS estimates
data from I/B/E/S, Industry data and
much more. Updated weekly.
Outlook – Contains S&P’s analyses of
stock market trends in newsletter format
and offers an explicit investment policy.
The Outlook is updated weekly.
Bond Guide – Approx. 9,000 issues in
the Convertible, non-convertible and
foreign bond arena. The Bond Guide is
updated monthly.
Security Dealers – Known as the “Red
Book”, covers 4,500 main offices and
their 11,000 branches including phone
#’s, addresses etc… Updated twice a year.
Stock Guide – Approx. 11,000 common
& preferred stocks. Included are the
Company’s principal business, financial
position and capitalization. Updated
monthly.
4
Screen Components
Left Navigation Bar
Header
Main Application Frame
NetAdvantage consists of three main screen components; Left Navigation Bar, Header,
and the Main Application Frame. The Left Navigation Bar displays the 11 databases that
can be accessed through NetAdvantage. The Header contains quick links to the Home
page, Search feature, Industry Surveys, Help section, and Contact Information. The Main
Application Frame is where subscribers can generate & run searches, view company and
industry reports, review search results, export selected records, and print selected records.
5
Search Mechanisms
Search
The Search feature is the 'default' search that is available from the Net Advantage Home
page. It allows you to:
•select a database to search (the databases are listed in the Left Navigation Bar)
•choose one search field from the database
•enter a full or partial search string or use the Lookup tool for assistance
•run the search.
After a successful search, items that match your search criteria are displayed in a Search
Results page. You may then choose any or all of the records on the Search Results page and
view, export to a file or print to your local printer.
Simple Search
The Simple Search feature is NetAdvantage's default page. This allows you to begin
constructing and running a search as soon as you access the NetAdvantage site. After a
successful search, records that match your search criteria are displayed in a Search Results
page. You may then choose any or all of the result records on the Search Results page to
export to a file or print to your local printer.
•After selecting a database and search field you can simply enter an appropriate search
string in the text box and start the search. This is particularly helpful if you need to
retrieve data using a common identifier (e.g., a ticker symbol or company name).
•The primary benefit that the simple Search offers is the ability to run a search directly
from the NetAdvantage Main page.
•The fields available to construct a Simple Search are a subset of all the fields within
the database. These fields are the most commonly used.
•With a Simple Search you are limited to search on one field.
Advanced Search
The Advanced Search feature allows you to generate sophisticated queries by constructing
multiple search expressions using boolean operators (AND and OR) to make the search as
wide or as narrow as you wish.
As with the simple Search, the results of a successful search are displayed in a Search Results
page, from which you may choose to export or print any or all (up to a maximum of 100)
records at a time. You can also view the S&P Reports of any given record.
6
Simple Search
1
2
3
The Simple Search feature is Net Advantage's default page. To perform a Simple Search:
•Choose a database from the Left Navigation Bar (See arrow 1).The list of search fields will
change to reflect your database choice. For this illustration we have selected to search for
companies within the Corporation Records Database.
•Use the radio buttons adjacent to each listing to select a search field.(See green 2) For this
illustration we have selected
Note: Certain databases (e.g., “Industry Survey")
have only one search field. In that case, the field is selected for you.
•Next enter a search string in the text box, or use the look up feature to assist you. If you are
unsure what search criterion to use, click on
. We have entered the name
International Business Machines in the search box (See arrow 3).
•Next click
. The Go button you click will be on either the Main Page or the Look up
Page, depending on whether you used the lookup tool.
•The Company Report can be viewed on the Results page.
•A successful search allows you to view reports, print, or export search
7
results.
Simple Search Results
The Corporate Description will be displayed once the simple search has been performed.
Links to other portions of the Corporation Records are shown in the Left Navigation Bar.
Simply click on the portion of the report that you would like to view.(See green arrow)
8
Simple Search Results
(Continued)
Related databases can be accessed by clicking on the links in the Left Navigation Bar.
9
Advanced Search
1
2
3
4
By clicking on Advanced Search (see arrow 1), the Advanced Search component for the
Corporation Record Database is presented. This format is consistent across all of the
databases.
The components of each Advanced Search Expression are:
•Search field drop-down box
•Relational operator selector
•Search Criteria text box
•Search field description button
•Advanced search Lookup button
In this illustration the search criteria are State, Assets, and Number of Employees (See arrows
2-4)
Note: By default, the Advanced Search page provides three Search Field entry sets. If more
search fields are needed, click on
.
10
Lookup
1
2
When a subscriber clicks on
, (see arrow1) a menu of search criteria is displayed
(see arrow 2). Subscribers should choose the desired value and click
. After all search
criteria has been selected, subscribers should click
.
11
Look Up Continued
Look Up allows you to look up the text string
Next displays the “next” page of lookup list
Remove will delete the items from the”selected list” box at the bottom
Add will add the items from the lookup list to the “selected list” box
Go runs the search
12
Advanced Search Results
1
2
The search results are displayed when the user clicks on
(See arrow 1). You may then
choose any or all of the records on the Search Results page and export to a file, print the
company reports to your local printer, or you may view the S&P Reports of any given record
(see arrow 2).
13
Exporting Documents
1
On the Results page, select listings you would like
to export.
The maximum number of listings that may be
exported is 100.
2
Click the Export button.
The Export Document page is displayed,
which allows you to review the records that are
selected. It also provides the Select Fields
button, which allows you to choose which fields
of the selected records are incorporated in the
export file.
3
Click the Select Fields button to select field listings
that you want to export.
Review the
topic for
information on using the page.
4
Click the Add Fields button to add the currently
selected set of fields to the Fields Chosen list box.
Click the Add All button to add all of the available
field listings to the export file.
Use the
and
buttons to
remove field listings from the Fields Chosen list
box.
5
When you have selected all of the fields that you
wish to include in the export file, choose a format
for the file.
Most spreadsheet applications are able to
import and convert comma-delimited file
formats.
6
Select the check box if you wish to export data that
repeats within a record as separate records.
7
Click the Export button.
8
Choose to save the file to disk.
9
Choose a suitable folder on your hard drive where
you would like to store the export file.
10
Enter a file name in the appropriate text box.
11
Navigate to the proper folder on your local
computer and verify that the file is present.
You will be presented with a standard Windows
Save As dialog box.
You should designate the file with a .txt file
extension.
The Export feature allows you to save the records of a search to a file on your hard drive.
The file may be formatted in:
•comma-delimited
•ASCII, or
•semi-colon delimited.
This allows you to open the file in a spreadsheet application and
manipulate the fields to gather required information.
14
Net Advantage
Frequently Asked Questions
1. How do I get to the NetAdvantage website?
The correct URL for NetAdvantage is www.netadvantage.standardandpoors.com
The demo site URL is: www.netadantage.standardandpoors.com/demo
2. What is the difference between Simple and Advanced Search?
There are two differences between the Simple and Advanced Search. The fields
available to construct a Simple Search are a subset of all the available fields within the
database. These fields are the most commonly used. The other difference is that the
Simple Search is limited to search on only one field. Advanced Search allows you to
search on multiple fields and use Boolean operators to perform more powerful
searches.
3. What is the difference between an HTML and a PDF file?
HTML is the protocol to display any information on the web. Generally used for
viewing on the screen. PDF stands for portable document format. Generally used for
saving & printing. In order to use PDF files, you need a separate application called
Adobe Acrobat. PDFs produce presentation quality reports.
4. Why are the links in the Left Navigation Bar printing instead of the report?
The NetAdvantage Website uses frames. If the links in the Left Navigation Bar are
printing and not the report, simply click anywhere on the report to activate that frame
and print again.
5. How do I get additional information on a company when viewing that company’s
report?.
When viewing a report in any database, you will notice links to other databases in the
Left Navigation Bar. These are links to other databases that contain information on that
particular company. Simply click on the link to view a report in a different database.
6. Why do I get the message " browse wheel unavailable“ when I click on lookup?
If a search field is looking for a key word, there will be no browse wheel. There is no
browse wheel because it is a text search. A text search searches any word in the
dictionary.
15
NetAdvantage
What will S&P Offer Consortiums ?
•
Product
•
Usage Statistics
•
Remote Access
•
Accounting Module
•
Training
•
Video on Website
•
Telephone Training
•
On Site Training
•
Marketing
•
Direct Mail Support
•
Product Trials
•
Follow-up Phone Calls
16
NetAdvantage
What will S&P Offer Consortiums ?
•
Future Pricing Plans: (to be launched in December)
•
Consortia Pricing
•
FTE Level Pricing
•
Enterprise Wide
•
UserID and Password
•
Book Volume
•
Population Served
•
Print Products – keep or cancel ?
•
Future Product Plans
•
Linguistic Style Searching
•
More Content
•
Application Driven Content
17
NetAdvantage
Trial
URL:
www.netadvantage.standardandpoors.com
UserID:
Password:
28saleei
2flying
Trial Expiration: October 29, 2001
18
Download