Publishing research in Thomson Reuters, part 3: search engine optimization

Now that you know how to publish documents and how to entitle customers to view them, you probably want to know how to get people to read your publications. The users will probably have a long list of documents to choose from, and even getting on that list requires putting some effort into tagging your document properly.

Ideally, release date of your document should be very close to the time when you send it to Thomson Reuters. This has a few benefits:

• Many users filter out documents older than a certain age; if you publish old documents, some audiences will not be reachable to you
• Some users do not use search engine, but instead opt to receive an alert when a document matching their criteria arrives. The alerts are usually limited to documents released in the last 24 hours.

Next, you can tag up to 2 primary companies the report is about. Use these wisely - virtually all searches for research on a particular financial instrument start with the issuer company.
There is a level of indirection here. You can only specify a symbol denoting a financial instrument. The document will be tagged with the company that issued the instrument, assuming that the symbol can be resolved. RICs, ISINs, CUSIPs and SEDOLs should usually work.
You can tag any number of non-primary symbols; these are less frequently used in searches.


When the users actually find your report, they will initially be presented with its headline, author and author's StarMine rating. These things will let them decide whether to read your report or not, so make sure they count.

Disclaimer: the above is not a complete list of fields that can be used to describe your document. Check your documentation to see what else you can tag.