Analysing oil & mining made easy – a few more tips and tricks for Aleph

Accessing Aleph’s wealth of information requires a certain understanding of how to best use the search engine. While we are working hard to make the two million documents inside Aleph as easy to search across as possible, I have already provided many examples in a previous blog for why you should…

1) Be exact when selecting search terms

2) Narrow down search results

3) Use Aleph to find the particular, and not the common

4) Use the language of companies

5) Be creative and playful

Here I would like to add to this list of tips and tricks, highlight new features of Aleph’s latest release and suggest a few more interesting search examples. So let me continue with…

6) Sorting by filing date

The latest release of Aleph allows you to sort any given search result by “relevance”, “newest” and “oldest”. We chose “relevance” to be the default, which is defined by both the number of search matches inside a document and its respective filing date. Yet there are many scenarios in which you might want to find the most recent document. Let’s say, you are interested in the latest on the Jubilee field in Ghana: a quick search for the name of the project – sorted by newest – will allow you to find out about recent production figures, planed infrastructure developments in nearby blocks, and even gross sales volumes for the past months.

7) Filtering by company or filing type

If we now assume you are only interested in a particular company, it is helpful to filter Aleph’s search result to only contain documents from that company. Let’s say, you want to read on only one of Jubilee’s shareholders, Kosmos Energy. All you have to do is click on the “company facet” on the right sidebar and select Kosmos from the total list of all the companies, for which Aleph stores documents with your search terms. If this still doesn’t bring you to what you are searching for, for example Kosmos’ latest annual report (10-K filing), try filtering by filing type as well. In order to so, you should keep in mind however, that filing type names not only vary between the different stock exchanges, but also from year to year. In other words, keep an eye on the different ways a filing type can be named.

8) Continue to search within documents

Another tip on making best use of Aleph is to continue searching within documents. This new feature is made possible by Aleph’s in-build document viewer, that loads once you open a particular search result. For example, if you have identified a document that matches your interest – let’s stick to the example of Kosmos’ annual report: how do you now find what is of interest to you within the document? Let’s say, you want to know which corporate risks Kosmos had mentioned? Well… all you have to do is type it into searchbar at the right corner, which will direct you to the several mentions of risks, and in particular to the so-called risks section. This particular method allows you to put your initial findings into the context of a document.

9) Keep it simple

Last but not least, you should keep in mind that Aleph only shows up documents with exact matches to your query. If there is a typo in your query, for example, Aleph will not lead you to what you are looking for. Also, Aleph is not designed to be a google alternative, where you can enter a “what are the gold reserves of Ghana?” type question. Instead, keep it simple. Put in the terms “gold”, “reserves”and “Ghana” and Aleph will point you to the resource and reserve statements of all listed companies, that are active in Ghana.

When keeping these tips and tricks in mind, however, you will be surprised about what you are going to find.

 

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