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Training and Events in the Library

Past Research Database Trainings

Bloomberg: Terminal Trainings & Speakers

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

 

Bloomberg Presents: Advanced Materials

Julia Attwood, BloombergNEF

Date: October 15, 2019

Bloomberg’s Advanced Materials team examines the material technologies that could speed the transition to a more efficient and more sustainable economy. This talk touched on the industries and applications driving material changes, and who stands to benefit. Our presenter covered:

  • China’s strategic plan for composites and automotive lightweighting
  • How the circular economy could shift material demand
  • 3D printing’s impact on manufacturing and transport
  • New materials vs critical materials: graphene vs lithium

Using the Bloomberg Terminal for Global Supply Chain Analysis

Emma Restrick, Bloomberg Account Manager

Date: September 19, 2019

In this training Emma showed how the Bloomberg Terminal can be used for supply chain analysis.

The Bloomberg software can help you expose key relationships within companies, across industries, and among countries. The database includes:

  • Over 3.5 million public and private companies
  • 850,000+ mapped supply chain relationships
  • News from over 15,000 global sources in 50 languages
  • A foreign investment dashboard updated daily and with over 40 years of history
  • Research dashboards covering over 100 industries
  • Vessel tracking and physical asset mapping

Bloomberg Presents: Global Economy Update

Tom Orlik, Bloomberg’s Chief Economist

Date: July 23, 2019

Bloomberg’s Chief Economist Tom Orlik presentated on the impact of the trade war on the global economy so far, and scenarios for U.S., China, and world GDP if the conflict continues.

Tom Orlik is the Chief Economist for Bloomberg Economics. He's the author of "Understanding China's Economic Indicators" - a guide to China's economic data. He is based in Washington DC following more than a decade in Beijing.

Bloomberg Training: Supplier Intelligence

Joe Mbayed, Bloomberg Relationship Manager

Date: April 23, 2019

Bloomberg helps the US Government with assessing various types of supplier risks, as well as providing capabilities to conduct in-depth supplier intelligence and analysis. Join our Bloomberg Relationship Manager for a presentation on how you can use Bloomberg to analyze your supplier risks and obtain intel on your suppliers.

The following topics will be covered:

  • Supply Chain Analysis
  • Deep dive on executive management, board members and cross border relationships
  • Financial exposure and credit risk
  • Deep dive on company subsidiary structure
  • Foreign Investment risk
  • Geo-spatial risk including mapping out factory data and overlaying with weather
  • Litigation risk
  • Government contract analysis (prime and sub-contractors)
  • Unique foreign news searches on your suppliers

CFIUS and Threats to Foreign Investment in the US

Joe Mbayed, Bloomberg Relationship Manager

Date: March 26, 2019

Bloomberg is used across the U.S. Government to monitor and analyze foreign investment risk and CFIUS activities. Join our Bloomberg Relationship Manager for a training on how the Bloomberg Terminal has helped the U.S. Government with analyzing foreign investment risk and relationships between companies and people that could impair U.S. National Security.

The following topics will be covered:

  • Screening & Monitoring foreign investments into the U.S.
  • Monitoring rumors of possible M&A transactions, capturing international news sources
  • Searching foreign language news and translating into English
  • Analyzing factories, military bases, infrastructures, weather, etc.
  • Analyzing organizational structures and subsidiaries of companies
  • Deep dive into global supply chain of public and private companies
  • Deep dive into government contracts with federal defense contractors
  • Analyzing litigation risk

Bloomberg Presentation/Training: Metals Market Analysis

Todd Sibilla, Metals Market Specialist, Bloomberg

Date: March 14, 2019

Our speaker discussed:

  • Track the impact of U.S. Section 232 tariffs and sanctions
  • Explore news, analysis, regional pricing, inventories and suppliers of identified critical metals such as steel and aluminum
  • Identify strategic vulnerabilities to the supply chain
  • Track and quantify relationship exposure of key players and their suppliers/clients
  • Forecast growth via New Energy Finance research as well as new data sets and contributors

Bloomberg Training: Supply Chain Management

Joe Mbayed, Bloomberg Relationship Manager

Date: October 24, 2018

Learn how the Bloomberg Terminal can give you both macro and micro perspectives of global supply chains. This training will help you to:

  • Determine the strength of supplier relationships and an overview of government contracts via in-depth analysis of supply chains.
  • Track both foreign and domestic investments and acquisitions of suppliers as well as being on top of possible merger rumors of suppliers.
  • Ascertain cross-boarding relationships of executive management and board members of suppliers.
  • Reveal the organizational structure of suppliers.

Bloomberg's Shipping & Transportation Outlook

Lee Klaskow, Senior Shipping & Transportation Analyst, Bloomberg

Date: September 26, 2018

Our speaker discussed:

Factors supporting volume growth and rising rates for freight transportation and logistics companies this season. Why container liners might be left out in the cold, despite earnings gains at intermodal marketing companies and other freight brokers. The impact of slack capacity, rising bunker-fuel, and purchased-transportation costs on the industry.

Bloomberg’s analyst will also address the impact of new and pending regulations as well as new technologies on various freight transportation modes such as trucking, rails and shipping.

Bloomberg Presents: Strengths & Weaknesses of the US Economy

Carl Riccadonna, Chief US Economist, Bloomberg

Date: July 25, 2018

Our speaker discussed:

  • What do "trade wars" mean for the US Economy?
  • This cycle has a long way to run... The US may be past the 9 year mark, but the economy is still displaying "mid-cycle" characteristics.
  • Is there a "productivity mystery" in the current cycle, or does an upturn loom in the not-too-distant future?
  • Given the flatness of the Phillips Curve, the US is far away from an inflation overshoot. Should the Fed remain on a gradual path?

Carl Riccadonna is the Chief U.S. economist at Bloomberg LP, where he analyzes macroeconomic developments in order to better understand the implications for the broader economy and monetary policy. As head of the team of US economists, Mr. Riccadonna contributes in-depth analysis of macroeconomic data and trends for the Bloomberg Professional service, the world's most trusted source for real-time and historical financial data, news, research and analytics.

Bloomberg Intelligence Presents: Global Oil Markets

Zef Lokhandwalla, Energy Markets Specialist, Bloomberg

Date: June 12, 2018

Zef Lokhandwalla will provide an in-depth presentation on the state of Global Oil Markets, discussing many of the circumstances impacting the oil markets. Our speaker will discuss:

Impact of Iranian sanctions on the oil markets US Shale supply vs OPEC oil supply Effect of increasing gasoline prices on consumption Future oil/gas capital spending and production forecasts Measuring global oil production capacity and demand.

Zef Lokhandwalla is an Energy Markets Specialist at Bloomberg, New York. Zef worked for 15+ years as a Portfolio Manager and Analyst of Energy securities, trading relative value across asset classes – Equities, Commodities, Debt and Credit. Prior to joining Bloomberg earlier this year, Zef worked at BlueCrest Capital Management, Hess Energy Trading Co (HETCO), Exxon and NASA Johnson Space Center.

A Bloomberg Economist's Take on the Global Economic Outlook

Michael McDonough, Bloomberg Chief Economist

Date: May 8, 2018

Bloomberg Chief Economist Michael McDonough will answer the questions most asked by Bloomberg clients, including: What's happening in the U.S. economy and markets? How worried should we be about China? Can Europe keep it up? Time permitting, he will also offer useful tips for Economists using the Bloomberg terminal.

Tracking Global Commodity Flows

Mike Lawn, Power & Gas Market Specialist, Bloomberg

Date: April 19, 2018

This Bloomberg Terminal training covered the following:

  • Locate the LNG boom markets and determine where LNG is originating
  • Track global LNG flows
  • Track booming NGL and crude exports from the Gulf
  • Use global customs data to look at commodity flows ranging from soybean sales to China, Russian gas sales to Germany

Bloomberg Intelligence Presents: Telecommunications

John Butler, Senior Telecommunications Analyst, Bloomberg Intelligence

Date: April 11, 2018

John Butler is a Senior Telecommunications Analyst for Bloomberg Intelligence who covers mobile handsets, telecom carriers, and networking companies. Our speaker discussed:

  • Organic growth in the wireless market has slowed, prompting carriers to seek growth in new services, adjacent markets
  • Slow-growth environment has sparked price war as carriers vie for share
  • 5G May Pose New Growth Opportunity, But Business Case Still Uncertain
  • AT&T, T-Mobile Seeking Growth in Content Distribution and Production
  • Sprint Lags Its Larger Rivals, as Lack of Scale Puts it Increasingly Behind
  • Consolidation a Logical Answer to Market Woes, But DoJ Appears Opposed
  • Media Consolidation: Sinclair-Tribune, AT&T-Time Warner

Performing Company Research like a Wall Street Analyst

Russell Grant, Bloomberg

Date: March 13, 2018

This Terminal training focused on how to conduct company research more efficiently, specifically, how to build a universe of companies and evaluate specific sectors.

  • Build lists of public and private companies
  • Create and refine criteria then export data to Excel
  • Analyze market correlation

China's Growth, Policy and Financial Risks

Tom Orlik, Chief Asia Economist, Bloomberg

Date: February 15, 2018

At the start of 2018, and in the wake of the Party Congress, China's economy remains in a sweet spot. Growth is steady. Leverage levels show signs of stabilizing. Reform has regained a little momentum. In this presentation, Tom Orlik discussed the drivers of the current positive trends, and the magnitude of the challenges still to be addressed on deleveraging and supply side reform, as well as how the risk of U.S. tariffs is seen from the Chinese side sectors. Tom was joined by Stephen Jonathan, an FX and Economics Market Specialist at Bloomberg. He provided an overview of key Bloomberg platforms, analytics and data focused on China, its financial markets and the yuan.

Company Supply Chains

Russell Grant, Bloomberg

Date: February 6, 2018

This Terminal training focused on company supply chains. Often times companies only have to report a small segment of their supply chain; this training explained how Commerce employees can see the rest, and how that supply chain impacts global activity.

  • Bloomberg's unique supply chain data
  • Visualization of facilities
  • Relationship Maps

Bloomberg Government (BGOV)

Kedran Dillard, Bloomberg

Date: November 9, 2017

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:

  • Daily newsletters
  • Markup coverage
  • Bill summaries
  • Hearing transcripts
  • Congressional directories
  • Proprietary news and analysis
  • CRS reports

Energy

Nick Sadoti, Bloomberg

Date: September 21, 2017

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

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

Sanctions Data & Analysis

Nick Sadoti, Bloomberg

Date: July 12, 2017

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

Foreign Acquisitions of U.S. Companies

Rob Crampton & Nick Sadoti, Bloomberg

Date: May 11, 2017

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.

Dive into Research

Rob Crampton, Bloomberg

Date: February 8, 2017

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.

Power, Gas, & Oil (BGOV)

Mike Lawn, Bloomberg

Date: November 16, 2016

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 Government (BGOV)

Nick Sadoti, Bloomberg

Date: September 15, 2016

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

Sanctions Data & Analysis

Peter Maloney, Bloomberg

Date: July 12, 2016

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

Trade & Economic Data

Linnea Pittman, Bloomberg

Date: March 29, 2016

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 News 101

Ellen Braitman, Bloomberg

Date: March 23, 2016

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

Company Information 101

Robert Compton, Bloomberg

Date: March 10, 2016

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

Getting Started with the Bloomberg Terminal

Matt Traum & Linnea Pittman, Bloomberg

Date: March 2 & 3, 2016

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

D&B

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

 

Manage Risk with DNBi

Katie Anderson, Dun & Bradstreet

Date: September 11, 2018

DNBi is a powerful, web-based credit risk management solution that offers Dun & Bradstreet’s world-class data and robust predictive analytics. DNBi’s intuitive, easy-to-use interface is delivered directly to your desktop for instant access to commercial credit intelligence, including payment history, financial information, and predictive scoring and analysis of more than 240 million companies worldwide – including small businesses.

With DNBi training you will gain confidence in navigating the DNBi solution, including monitoring changes, managing your personal dashboard, and understanding predicitive scores as well as company reports.

Getting Started with D&B Hoovers

Katie Anderson, Dun & Bradstreet

Date: July 18, 2018

D&B Hoovers provides public and private company profiles and research on both domestic and international companies. Users can search by company name, industry (keyword and NAICS or SIC codes), geographical region, employee and revenue size, and corporate family tree. Use industry insights to gain visibility into growing markets and understand trends and forecasts.

This training from D&B featured an overview of the site’s company and industry content, as well as navigating the platform. Limited IDs will be available, so training is recommended before receiving credentials.

Economist Intelligence Unit (EIU)

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

 

EIU's global outlook presentation

Robert Ward, Editorial Director, Economist Intelligence Unit

Date: August 22, 2019

Our speaker:

  • Presented EIU’s current forecast for global growth with a focus on the events, environment, and components that are driving growth
  • Reviewed the regional and country specific political and economic forecasts including key trade, geopolitical, and industry impacts on near-term growth.
  • Highlighted EIU’s assessment of the collective risk to the global economy – Brexit, trade negotiations, supply chain disruption, and financial related implications and the expected policy responses to each.

EIU's Outlook - Venezuela: the road ahead

Fiona Mackie, Regional Director for the Americas, Economist Intelligence Unit

Date: May 22, 2019

Our speaker discussed:

  • Potential scenarios for Venezuela;
  • Implications for the economy, trade investment, and finance; and
  • Insights into the Economist Intelligence Unit’s operational risk assessments for Latin America.

The Economist Intelligence Unit on China

Tom Rafferty, Principal Economist, China, Economist Intelligence Unit

Date: November 8, 2018

Our speaker discussed:

  • China’s macro economy: what is the outlook for economic growth & reform?
  • US-China trade war: how will this impact China & global supply chains?
  • China from the bottom-up: which regions & business sectors hold the most promise?
  • Belt and Road Initiative: a risk or opportunity for foreign companies?

EIU Data Deep Dive

Andrew Viteritti, Managing Editor, Commerce and Regulation, & Mike Schaeffer, Business Development Manager, Economist Intelligence Unit

Date: July 11, 2018
Database: Economist Intelligence Unit

Please join us for a deep dive into the EIU data available to Department of Commerce staff. Participants will explore two key sets of information Country Analysis and Data Services.

Country Analysis contains information on more than 200 countries with six key products: Access China, Country Commerce, Country Report, ViewsWire, Risk Briefing, and The Economist. Data Services provides access to EIU’s raw data with three key products: Access China via Data tool, Country Data, and Market Indicators & Forecasts. Register and learn more about EIU’s valuable economic, political and business expertise and their worldwide network of specialists who understand the local nuances of individual counties and industries.

EIU on the Global Economy: Populism, Protectionism and Potential

Simon Baptist, Global Chief Economist; Managing Director, EIU, Asia

Date: May 1, 2018

Please join us for a presentation from the Economist Intelligence Unit on The Global Economy: Populism, Protectionism and Potential. Global Chief Economist Simon Baptist will discuss emerging economic opportunities, challenges, and risks. Baptist will also address:

Which economies are the ones to watch and the implications for global supply chains. What does Xi Jinping's declared 'new era' for China mean in practice? Will tensions on the Korean peninsula reach boiling point? Is a global trade war looming?

EIU Global Outlook

Mike Jakeman, Global Analyst, Economist Intelligence Unit

Date: October 25, 2017

Please join the Commerce Research Library in welcoming the EIU's Mike Jakeman as he presents EIU's forecasts for the world economy. Global growth is finally accelerating and policymakers are beginning to look at normalizing monetary conditions. But could political, geopolitical or other risks derail the global recovery? Is China heading for a slowdown and could Brexit be Europe's undoing? Where are the world's economic bright spots? And just how worried should we be about North Korea? We give our recommendations on managing the opportunities and risks for firms doing business across borders.

EIU's Global Economic Forecast

Joseph Lake, Director of Global Forecasting, Economist Intelligence Unit

Date: June 28, 2016

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 101

Mike Schaeffer, EIU

Date: October 29, 2015

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.

HeinOnline

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

 

What's new in HeinOnline?

Roxanne Marmion, HeinOnline

Date: April 10, 2019

In this 30-minute training session the HeinOnline consultant for the Department of Commerce, covered:

  • A brief overview of all content included in DOC’s HeinOnline subscription with a focus on the following products which were recently added:
    • U.S. Congressional Serial Set
    • GAO Reports and Comptroller General Decisions
    • Gun Regulation and Legislation in America
    • McGill Institute of Air and Space Law Publications
  • Tips for conducting a subject search in HeinOnline
  • How to retrieve a document when you know the citation
  • How to create a personal research account using the MyHein resource

HeinOnline Webinar: Explore the Wide-Ranging Collections

Lauren Mattiuzzo, HeinOnline

Date: September 6, 2018

HeinOnline is a database that contains extensive archives of historical and government documents in a fully searchable, image-based format. It’s coverage often goes back to the inception of law-related periodicals and government documents, such as the Federal Register and CFR, as well as providing entire databases dedicated to treaties, case law, international trade, and more. Learn about the breadth of content available, as well as tips and tricks to make your research more efficient.

Leadership Connect

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

 

Discover Government Contacts with Leadership Connect

Austin Falley, Leadership Connect

Date: October 9, 2019

This training from Leadership Connect featured how to:

Connect with key decision makers in government, business, and media using Leadership Connect. Save time locating up-to-date contact info, building outreach lists, and track key individuals no matter where their careers takes them.

This training will help you:

  • Search for people and organizations across eight leadership communities including Congress, Federal Government, and News Media.
  • Build lists of actionable people, intelligence data, including contact-specific phone numbers, and email addresses.
  • Create and save searches, curate contact lists, and export data for communications, policy influence, business development, relationship management, and ever-present fire drills.

Use the mobile app for quick information and last-minute people and intelligence briefings.

Discover Government Contacts with Leadership Connect

Anne Marie Del Vecchio, Leadership Connect

Date: October 16, 2018

This training from Leadership Connect 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. Save searches, create contact lists, and export data to word processing, spreadsheet, and e-mail applications. Use specialized functions such as My Contacts, Build-a-List, My Leadership Toolbox, and many others. Download the mobile app for Congressional data.

Leadership Directories

Anne Marie Del Vecchio, Leadership Directories

Date: October 17, 2017

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.

Leadership Directories

Anne Marie Del Vecchio, Leadership Directories

Date: October 12, 2016

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.

LexisNexis

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

 

Transitioning to the New Lexis Suite: Diligence

Brenna Clanton, LexisNexis

Date: July 11, 2019

In this training session the Lexis consultant for the Department of Commerce, will show you how to navigate the new Diligence interface.

Transitioning to the New Lexis Suite: Nexis

Brenna Clanton, LexisNexis

Date: July 9, 2019

In this training session the Lexis consultant for the Department of Commerce, will show you how to navigate the new Nexis interface.

Transitioning to the New Lexis Suite: CourtLink

Brenna Clanton, LexisNexis

Date: July 2, 2019

In this training session the Lexis consultant for the Department of Commerce, will show you how to navigate the new CourtLink interface.

Lexis Dossier: Slicing And Dicing Company Info

Brenna Clanton, LexisNexis

Date: May 14, 2019

In this training session the Lexis consultant for the Department of Commerce will cover:

  • How to research merger and acquisition activity, and set up ongoing alerts;
  • How to search on market insights, including pending legislation by industry;
  • How to easily pull up all of the subsidiaries of a parent company;
  • And how to easily store, update and share search results.

Lexis & the Federal Register

Brenna Clanton, LexisNexis

Date: March 28, 2019

In this 30-minute training session the Lexis consultant for the Department of Commerce, will cover:

  • Searching the Federal Register and related documents;
  • Navigating the CFR, including archived versions; and
  • Using the International Trade & Business Practice Page to access specific administrative sources.

Doing Your Due Diligence: Lexis Diligence & Public Records Training

Brenna Clanton, LexisNexis

Date: September 18, 2018

Conduct due diligence searches on companies, individuals and countries by searching across news, public records, company profiles, legal and sanctions filings; Tailor the Negative News search, which finds adverse news on a person or company by looking for the entity name in association with words like embezzlement, fraud, indictment, and launder; Access the comprehensive report for both people and businesses; and Use the Report Builder to save relevant documents from across different sources into a cohesive report.

LexisNexis: Unpublished ITA Revealed

Brenna Clanton, LexisNexis

Date: June 26, 2018

Please join our LexisNexis representative, Brenna Clanton, for a training on how to search for unpublished ITA documents and a smattering of other Commerce documents in LexisNexis.

  • ITA Benefits of Trade Agreements by State
  • ITA Enforcement and Compliance Policy Bulletins.
  • ITA Exports Jobs and Foreign Investment State Data
  • ITA Machinery Industry Reports
  • ITA National Employment Outlook Data
  • ITA Office of Trade Policy Analysis Publications

Lexis: CourtLink 101 Docket Research

Brenna Clanton, LexisNexis

Date: June 6, 2018

This program guides new users of CourtLink to most effectively search millions of dockets and documents. Participants of this webinar will:

  • Quickly and productively locate dockets from state and federal courts.
  • Harness the power of CourtLink advanced search via name, docket number, and other facets.
  • Expertly utilize the power of CourtLink’s alerts and tracking features to stay informed throughout the litigation pipeline.
  • Synthesize predictive behavior of litigants, counsel, and judges with strategic profiles.

Simplified Company Searching in Dossier

Brenna Clanton, LexisNexis

Date: February 22, 2018

This program will guide new users of CourtLink to most effectively search millions of dockets and documents. Participants of this webinar will:

  • Quickly and productively locate dockets from state and federal courts.
  • Harness the power of CourtLink advanced search via name, docket number, and other facets.
  • Expertly utilize the power of CourtLink’s alerts and tracking features to stay informed throughout the litigation pipeline.
  • Synthesize predictive behavior of litigants, counsel, and judges with strategic profiles.

Lexis Advanced: Customized

Dan Weissman, LexisNexis

Date: November, 14, 2017

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.

Lexis Due Diligence

Dan Weissman, LexisNexis

Date: September 26, 2017

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

Company Searching in Dossier and Nexis

Dan Weissman, LexisNexis

Date: May 31, 2017

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

Advanced News Searching on Nexis.com

Dan Weissman, LexisNexis

Date: April 11, 2017

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

Essential News Searching on Lexis Advance

Dan Weissman, LexisNexis

Date: March 9, 2017

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.

Lexis Courtlink 101: Docket Research & Management

Dan Weissman, LexisNexis

Date: February 22, 2017

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.**

Lexis Advance: Transitioning from Lexis.com

Dan Weissman, LexisNexis

Date: January 31, 2017

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.

Doing Your Due Diligence: Lexis Diligence Training

Adam Dietz, LexisNexis

Date: April 7, 2016

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

Lexis Advance 101 Training

Adam Dietz, LexisNexis

Date: February 11, 2016

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.

Vetting Research Training Series: The Lexis Diligence Database

Chris Vestal, LexisNexis

Date: April 24, 2015

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.

Organization for Economic Cooperation and Development (OECD)

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

 

Discover the OECD iLibrary

Iain Williamson, OECD

Date: June 27, 2019

In this training session the OECD iLibrary representative for the Herbert C. Hoover Building, will cover:

  • A brief overview of content included in HCHB’s OECD iLibrary subscription to name just a few:
  • Tips for conducting a search based on theme or country
  • How to access, export, and build charts with OECD’s raw data
  • How to create a personal research account using the personal profile feature

Organization for Economic Cooperation and Development (OECD) 101

Nilar Andrea Chit Tun, OECD

Date: December 1, 2015

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.

ProQuest

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

 

ProQuest Regulatory Insight: Coffee & Training

Kristin Culp, ProQuest

Date: October 11, 2018

Regulatory Insight provides researchers with workflow solutions to facilitate research tasks associated with administrative law. As a companion to Legislative Insight, Regulatory Insight offers U.S. federal administrative law histories for the period 1936-present organized by federal statute and Executive Order.

Regulatory Insight creates regulatory histories for individual federal statutes and Executive Orders by compiling pertinent Federal Register articles into a research-friendly workspace similar to the workspace provided in Legislative Insight. "Search within" functionality and the ability to limit by content type (e.g. notices, proposed rules, final rules) are available through the filters.

The default display is organized by federal agency to facilitate research into the history of agency-specific and sub-agency regulations. Histories are also sortable by date. The content includes fully searchable PDFs of all Federal Register issues from 1936-present, plus separate PDFs of all FR “articles” with both browse and search options. The content includes fully searchable PDFs of all CFR volumes 1938-present plus separate PDFs of all CFR Titles and Parts, with browse and search options. Regulatory histories also include links to Legislative Insight (and vice versa)

ProQuest: The ABI/INFORM Collection

Kristin Culp, & Beth Reiten, ProQuest

Date: June 05, 2018

The ABI/INFORM Collection is comprised of ABI/INFORM Global, ABI/INFORM Trade & Industry, and ABI/INFORM Dateline. The collection features thousands of full-text journals, dissertations, working papers, key business and economics periodicals such as The Economist and Sloan Management Review, country-and industry-focused reports, and major news sources like the Wall Street Journal. Its international coverage gives researchers a complete picture of companies and business trends around the world.

Refreshments and snacks will be provided by ProQuest.

ProQuest Congressional & Legislative Insight Training Webinar

Beth Reiten, ProQuest

Date: November 29, 2017

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.

Uniworld Online

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

 

Uniworld Online Webinar

Liz Marchese, Uniworld

Date: March 8, 2018

Attendees will learn about Uniworld Online, a searchable database that covers multinational public and private companies with headquarters in over 200 countries and 20,000 industries. With Uniworld Online, you’ll find contact information for headquarters and subsidiaries of multinational firms. Discover and search company information by geographic location, industry, revenue, and employee totals.

Uniworld Online Webinar

Liz Marchese, Uniworld

Date: March 22, 2017

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.

Westlaw

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

 

Westlaw Basics

Sarah Hornbeck, Westlaw

Date: June 13, 2019

In this 30-minute training session Westlaw's Sarah Hornbeck covered:

  • An overview of the wealth of resources available to DOC staff in Westlaw, including federal & state cases, statutes & regulations, bill & reg tracking, law reviews & journals, news & more.
  • Search tools to efficiently find the content you need.
  • Save your research & set up alerts for quicker access in the future.

Westlaw & the Federal Register

Sarah Hornbeck, Westlaw

Date: February 12, 2019

In this 30-minute training session Westlaw's Sarah Hornbeck will cover:

  • Accessing the Federal Register, including current and historical versions going back to 1936;
  • Creating alerts so you will automatically be notified via email of proposed rules of interest;
  • Searching the CFR by title and topic, with access to prior versions of the CFR;
  • Using KeyCite to quickly link to proposed rules in the Federal Register.

Westlaw Training: Tips & Tricks

Sarah Hornbeck, Westlaw

Date: May 03, 2018

Please join our Westlaw representative for an interactive training on helpful tips and tricks you can use while conducting research in the Westlaw database. Feel free to bring a laptop (although not required), and follow along during the 30-minute group session or stick around after for one-on-one sessions (library computers will be available).​

Westlaw Customized Training

Sarah Hornbeck, Westlaw

Date: January 11, 2018

A short session to help you customize Westlaw 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 WestlawNext homepage.
  • Having a hard time finding the right source? Personalize your homepage to have everything from the National Journal Daily to the CFR at your fingertips.
  • Learn how folders and alerts can help you and your colleagues quickly organize and share the latest research updates.

Westlaw Training: Regulations & New Electronic Content

Sarah Hornbeck, Westlaw

Date: May 10, 2017

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.

WestlawNext Training

Matthew Amon, Thomson Reuters

Date: April 14, 2015

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.

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