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Training and Events in the Library

Past Research Database Trainings

Bloomberg Terminal Training

The library frequently holds trainings to help DOC staff efficiently use the many resources available to them. 

 

Event Links (if available) Database Date

Bloomberg Government (BGOV)

Kedran Dillard, Bloomberg

This Terminal training focused on Bloomberg Government (BGOV). BGOV provides Congressional news, data, insight and analysis. This session included a review of various tools and functions, including (but not limited to) the following:. p>

  • Daily newsletters
  • Markup coverage
  • Bill summaries
  • Hearing transcripts
  • Congressional directories
  • Proprietary news and analysis
  • CRS reports
  Bloomberg November 9, 2017

Energy

Nick Sadoti, Bloomberg

This Terminal training explored functions related to energy, industrial production data and analysis, and companies involved. p>

This session taught users how to:

  • Screen energy and industrial companies using terminal functions EQS, ICS, and RV
  • Understand company filings and reporting using terminal functions FA, WATC, DS, and XLTP
  • Conduct supply chain analysis using terminal functions SPLC, BGS, and WATC
  Bloomberg September 21, 2017

Sanctions Data & Analysis

Nick Sadoti, Bloomberg

This Terminal training explored how Bloomberg creates, leverages, and organizes open source content related to sanctions data and analysis. This training benefits DOC staff involved in the intelligence community and those focused on performing better risk detection, monitoring, and assessment.

This session explored:

  • CFIUS
  • SANCTIONS
  • TRADE
  • WMD
  • Chinese growth (real or not)
  • Global energy
  • Trending news
  • Agricultural analysis
  • Supply/vendor chain risk management
  Bloomberg July 12, 2017

Foreign Acquisitions of U.S. Companies

Rob Crampton & Nick Sadoti, Bloomberg

This Terminal training focused on foreign acquisitions of US Companies. Anyone who works in CFIUS or FOCI would find interest in these tools. p>

This session taught users how to:

  • How Bloomberg can be used to monitor foreign acquisitions of US companies.
  • Ways to see Merger & Acquisition analytics (breakdown by region/sector, etc).
  • Get notified about M&A rumors in the news and see specific information about companies that have been acquired.
  Bloomberg May 11, 2017

Dive into Research

Rob Crampton, Bloomberg

This session included a discussion of the research available on the Bloomberg terminal to help you gain deeper insight into an industry or topic.

This session taught users how to:

  • Access industry research and analysis on companies, including financials, third-party datasets, and key factors that are likely to impact the company.
  • Track policies and legislation in the government and see how they can impact companies and industries.
  • View expert research that merges data, analytics, tools and news to gain a clear picture of macroeconomic trends and developments that drive financial markets.
  • Use Bloomberg Intelligence Primers to quickly get the most essential information about industries, companies, commodities, topics and economies.
  Bloomberg February 8, 2017

Power, Gas, & Oil (BGOV)

Mike Lawn, Bloomberg

Market Specialist Mike Lawn provided a training on the data, analysis, and energy tools available on the Bloomberg Terminal.

 

The session taught attendees how to:

  • Leverage a new mapping product on Bloomberg to analyze data: worldwide factory locations, power plants and custom datasets.
  • Track shipping: LNG exports (liquefied natural gas) as an example of how to track shipping around the world.
  • Analyze Oil and LNG Trade Flows: use global customs data to keep track of shifts in supply and demand in the oil and LNG markets.
  • Set up alerts for energy news and research: stay abreast of these markets with personalized alerts to your inbox.
  Bloomberg November 16, 2016

Bloomberg Government (BGOV)

Nick Sadoti, Bloomberg

A discussion on the analysis, data, and tools available from Bloomberg Government on the Terminal. BGOV provides access to the Bloomberg Government website, which provides valuable data on U.S. government policy and spending, so you can track government activity.

 

The session included the following:

  • Tools for legislative and regulatory intelligence
  • Valuable data on U.S. government policy and spending to track government activity
  • How to interpret government legislation, regulation, spending, lobbying, and campaign finance through the lens of industries
  Bloomberg September 15, 2016

Sanctions Data & Analysis

Peter Maloney, Bloomberg

Attendees learned how Bloomberg creates, leverages and organizes open source content related to sanctions data and analysis. The training supported DOC staff involved in the intelligence community and those focused on performing better risk detection, monitoring, and assessment.

 

The session included the following:

  • CFIUS
  • SANCTIONS
  • TRADE
  • WMD
  • Chinese growth (real or not)
  • Global Energy
  • Trending News
  • Agricultural analysis
  • Supply/Vendor Chain Risk Management
  Bloomberg July 12, 2016

Trade & Economic Data

Linnea Pittman, Bloomberg

Bloomberg’s trade & economic data and analytical tools were covered in this session, which focused on:

  • Tracking commodity imports/exports from shipping and US customs data
  • Cross-border flows products
  • Analytics such as economic surprise indicators, financial conditions monitors, and country risk tools
  • Corporate action tools to capture foreign direct investment and mergers/acquisitions
  • Economic indicators and forecasts (short term and long term)
  Bloomberg March 29, 2016

Bloomberg News 101

Ellen Braitman, Bloomberg

News Specialist and accomplished Financial Journalist Ellen Braitman discussed Bloomberg News. This session focused on:

  • Filtering news to specific topics of interest, such as trade, employment, central banks, infrastructure investments and the economy
  • Locating the company's balance sheet, income statement and other SEC documents
  • Finding news from local language sources and learning how to quickly translate those stories
  • Setting up alerts for specific country and regional economic reports or topics such as sovereign ratings changes
  • News sentiment, social media, and Bloomberg briefs
  Bloomberg March 23, 2016

Company Information 101

Robert Compton, Bloomberg

Attendees learned how to navigate the Bloomberg terminal for private and public company data. This session focused on:

  • Creating screened lists of public and private companies
  • Locating the company's balance sheet, income statement and other SEC documents
  • Finding all publicly available documents by keywords, form type, and industry
  • Company's supply chain and ownership tools
  • Third party and Bloomberg research on companies
  Bloomberg March 10, 2016

Getting Started with the Bloomberg Terminal

Matt Traum & Linnea Pittman, Bloomberg

Attendees learned the basics of navigating the Bloomberg terminal. This session focused on:

  • How to create your own login
  • Navigation tips/trick
  • Sample security analysis
  • API Excel Introduction
  • Commonly used tools
  • FAQS/Open Questions
  Bloomberg March 2 & 3, 2016

Economist Intelligence Unit (EIU)

The library frequently holds trainings to help DOC staff efficiently use the many resources available to them. 

 

Event Links (if available) Database Date

EIU's Global Economic Forecast

Joseph Lake, Director of Global Forecasting, Economist Intelligence Unit

The Economist Intelligence Unit's Joseph Lake shared the EIU's Global Economic Forecast for 2016 and beyond. Markets have been in turmoil in the beginning of 2016, but are these just financial wobbles or a reflection of underlying weakness? Is the US nearing a recession? Will China have a hard landing? Where are the world's economic bright spots? What are the big geopolitical and economic risks to consider? Mr. Lake addressed these questions, Brexit, and more.

  Economist Intelligence Unit June 28, 2016

Economist Intelligence Unit 101

Mike Schaeffer, EIU

EIU provides analysis on more than 200 countries and six key industries related to international business intelligence, global research, and market opportunities and risks. Attendees learned about EIU’s valuable economic, political and business expertise and their worldwide network of specialists who understand the local nuances of individual countries and industries.

Webex Recording

EUI October 29, 2015

Leadership Directories

The library frequently holds trainings to help DOC staff efficiently use the many resources available to them. 

 

Event Links (if available) Database Date

Leadership Directories

Anne Marie Del Vecchio, Leadership Directories

This training from Leadership Directories Online featured how to:

  • Search for people and organizations in government, Congress, courts, media, law firms, and the corporate and nonprofit sectors by personal name, organization name, or keyword.
  • Build lists of full profile information on people and organizations, including contact-specific telephone and e-mail addresses, career histories, board affiliations, and other information, then export them to Excel.
  • Use specialized functions such as My Contacts, Build-a-List, My Leadership Toolbox, and many others.
  • Better understand the mobile app used for Congressional data.

Webex Recording

Leadership Directories October 17, 2017

Leadership Directories

Anne Marie Del Vecchio, Leadership Directories

This training from Leadership Directories Online (commonly referred to as the "Yellow Books") featured:

  • How to search for people and organizations in government, Congress, courts, media, law firms, and the corporate and nonprofit sectors by personal name, organization name, or keyword.
  • How to explore by a variety of criteria: issues covered on the Hill, media beat, job function, lobbying specialty, or alma mater and search the Internet for recent news about people and information on other people with similar jobs or expertise.
  • How to use specialized functions that allow you to save searches, build contact lists of full profile information on people and organizations, and more.
  Leadership Directories October 12, 2016

LexisNexis

The library frequently holds trainings to help DOC staff efficiently use the many resources available to them. 

 

Event Links (if available) Database Date

Lexis Advanced: Customized

Dan Weissman, LexisNexis

A short session to help you customize Lexis Advance to more effectively meet your personal research needs.

  • Do you frequently recreate similar searches, such as hunting for bureau-specific notices in the Federal Register? Learn how to create a favorite so that "ITA Notices" are only a click away on the Lexis Advance homepage.
  • Having a hard time finding the right source? Personalize your homepage to have everything from the New York Times to the CFR at your fingertips.
  • Learn how folders and alerts can help you and your colleagues quickly share the latest research updates.

Webex Recording

Presentation Slides

LexisNexis November, 14, 2017
Event Links (if available) Database Date

Lexis Due Diligence

Dan Weissman, LexisNexis

Does your office conduct vetting or due diligence research? This training will help you learn how to vet more efficiently and thoroughly with Lexis Diligence.

This course covers how to:

  • Research companies and persons of interest in authoritative global content
  • Use negative news to mitigate the risks associated with unwelcome negative associations
  • Generate a customized due diligence profile on an entity
  • Create a comprehensive public record report on a company or person of interest

Webex Recording

Presentation Slides

LexisNexis September 26, 2017

Company Searching in Dossier and Nexis

Dan Weissman, LexisNexis

Search across hundreds of company databases from Experian, Dunn & Bradstreet, Hoover’s, and more for information on public and private companies, both large and small in Dossier and Nexis. Also, search with exacting granularity across corporate filings sourced directly from EDGAR, and analyze corporate hierarchies and uncover subsidiaries using LexisNexis Corporate Affiliations. 

This course covers how to:

  • Find specific companies and access custom dossiers
  • Search for and create lists of companies based on a number of criteria
  • Perform basic securities research
  • Create alerts to stay on top of any updates in the news about a company

Webex Recording

LexisNexis May 31, 2017

Advanced News Searching on Nexis.com

Dan Weissman, LexisNexis

Come learn how to find elusive individuals and companies within the news, and uncover leads to new information on Nexis.com. Nexis.com has more than 26,000 domestic and international news sources including an extensive archive of newspapers, magazines, journals, transcripts, wire services, blogs and videos. 

This course covers:

  • Using Power Search on Nexis.com
  • Creating news alerts (stay on top of breaking news from New York Times!)
  • SmartIndexing and how to leverage it for better results
  • Finding sources by topic or location
  • Deep Dive into Terms & Connectors

Webex Recording

Presentation Slides

LexisNexis April 11, 2017

Essential News Searching on Lexis Advance

Dan Weissman, LexisNexis

Lexis Advance houses one of the largest news databases in the world, with over 26,000 sources. Access both archival and current news articles from around the globe (with some, like the New York Times, updating every 15 minutes!). Learn how to leverage the powerful search tools on Lexis Advance to quickly hone your results to find the content most critical to your research.

This class covers setting up alerts, finding and favoriting specific news sources like the New York Times or the Washington Post, creating precision searches using terms and connectors or natural language, and segment searching to focus searching on specific portions of articles.

Webex Recording

Presentation Slides

LexisNexis March 9, 2017

Lexis Courtlink 101: Docket Research & Management

Dan Weissman, LexisNexis

This program explores the best ways to most effectively search the millions of dockets and documents that previously fell outside the reach of traditional legal research.

**Continuing Legal Education (CLE) credit was offered for this class when it was live. CLE credit will NOT be awarded for watching the Webex recording.**

Webex Recording

LexisNexis February 22, 2017

Lexis Advance: Transitioning from Lexis.com

Dan Weissman, LexisNexis

Lexis Advance will be replacing Lexis.com in May 2017. 

This session taught users how to:

  • Get started with basic Lexis Advance research.
  • Learn new search techniques to find relevant case law, annotated federal and state statutes, agency materials, exclusive Matthew Bender treatises, dockets, news and much more.
  • Search the latest legal, news and business developments—and quickly understand the implications.
  • Use Shepard’s to verify whether a case or statute is “good law” and to locate additional support for your legal argument.

Webex Recording

LexisNexis January 31, 2017

Doing Your Due Diligence: Lexis DiligenceTraining

Adam Dietz, LexisNexis

Does your office conduct vetting or due diligence research? Come learn how to vet more efficiently and thoroughly with Lexis Diligence. This session covered the Lexis Diligence database, which allows users to:

  • Create a comprehensive public record report on a company or person of interest
  • Demonstrate how to research companies and persons of interest in authoritative global content
  • Create alerts in secondary sources for the latest developments in Government Contract Law
  • Use negative news to mitigate the risks associated with unwelcome negative associations
  • Generate a customized due diligence profile on an entity

Webex Recording

LexisNexis April 7, 2016

Lexis Advance 101 Training

Adam Dietz, LexisNexis

Still using Lexis.com? Lexis Advance now gives you a new design and timesaving tools, making it easier to access relevant content, analyze it, and put your findings to work. With the simplified new design, you can easily find what you need - where you expect it to be.

Webex Recording

LexisNexis February 11, 2016

Vetting Research Training Series: The Lexis Diligence Database

Chris Vestal, LexisNexis

Does your office conduct vetting or due diligence research? Attendees learned how to vet more efficiently and thoroughly with Lexis Diligence. This session gave a comprehensive understanding of the Lexis Diligence database, allowing you to: Create a comprehensive public record report on a company or person of interest; Demonstrate how to research companies and persons of interest in authoritative global content; Create alerts in secondary sources for the latest developments in Government Contract Law; Use negative news to mitigate the risks associated with unwelcome negative associations; and Generating a customized due diligence profile on an entity.

Webex Recording

Lexis Diligence April 24, 2015

Organization for Economic Cooperation and Development (OECD)

The library frequently holds trainings to help DOC staff efficiently use the many resources available to them. 

 

Event Links (if available) Database Date

Organization for Economic Cooperation and Development (OECD) 101

Nilar Andrea Chit Tun, OECD

Attendees learned how to navigate the online library of the Organization for Economic Cooperation and Development (OECD). The iLibrary features books, papers and statistics and is the gateway to OECD’s international analysis and data. This training introduced the iLibrary platform, then focused on accessing the data. *Due to techinical issues the WebEx presentation starts on the third slide. If you would like to see the content on the first two slides please view the Presentation Slides above.

Webex Recording

Presentation Slides

OECD December 1, 2015

ProQuest

The library frequently holds trainings to help DOC staff efficiently use the many resources available to them. 

 

Event Links (if available) Database Date

ProQuest Congressional & Legislative Insight Training Webinar

Beth Reiten, ProQuest

In this session you will learn about new content available to DOC on ProQuest Congressional as well as ProQuest Legislative Insight. ProQuest Congressional is a digital platform that allows you to search large sets of historic and current U.S. government documents.

NEW collections available to you include:

  • Statistical Abstract of the United States (1929-2017) - the authoritative and comprehensive summary of statistics on the social, political and economic conditions of the United States.
  • U.S. Serial Set (1789-2017) – a series of reports and documents published by Congress.
  • Congressional Hearings (1824-2017) – a collection of published and unpublished hearings held by Congress.

Webex Recording*

*To view this Webex please email the library directly at research@doc.gov.

ProQuest November 29, 2017

Uniworld

The library frequently holds trainings to help DOC staff efficiently use the many resources available to them. 

 

Event Links (if available) Database Date

Uniworld Directory Training Webinar

Liz Marchese, Uniworld

Attendees will learn about the new and expanded Uniworld Online database with over 180,000 new global records and an increased global presence. Since 1955, Uniworld Online has been known for their two directories: American Firms Operating in Foreign Countries and Foreign Firms Operating in the United States. The new Uniworld Online has merged these directories into one searchable database that covers multinational companies with headquarters in over 200 countries and 20,000 industries. With Uniworld Online, you’ll find contact information for headquarters, subsidiaries, and branches of multinational firms with offices in another country. 

Use the search filters to refine your search to view, print or download:

  • New Keyword filters, customize your searches even further by choosing new data options to fine tune your results. For example, search only Parent and Division of Companies by clicking those selections to see the data for those fields only;
  • Geographic location [zip/postal code, Country, State/Province];
  • Industry [NAICS code search];
  • Public/Private; and
  • Revenue/Employees.

Webex Recording

Uniworld March 22, 2017

Westlaw

The library frequently holds trainings to help DOC staff efficiently use the many resources available to them. 

 

Event Links (if available) Database Date

Westlaw Training: Regulations & New Electronic Content

Sarah Hornbeck, Westlaw

This training session covers:

 

  • Westlaw 101 / Welcome to Westlaw;
  • New and expanded content on Westlaw;
  • Regulatory research on Westlaw (including the Federal Register, USC, and more);
  • Setting up alerts on Westlaw.

Webex Recording

Westlaw May 10, 2017

WestlawNext Training

Matthew Amon, Thomson Reuters

Ease your transition to WestlawNext from Westlaw Classic before Classic disappears for good. After decades of service, the time has come for Westlaw Classic to retire. Attendees learned WestlawNext to ensure a smooth transition. They learned about features in WestlawNext that improve collaboration and efficiency by using cutting-edge search technology to deliver relevant, ranked results with one query.

Webex Recording

WestLaw April 14, 2015
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