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Alerts and Current Awareness: BLOOMBERG

Setting up alerts in databases

How to

 

 

How to Save a Search and/or Create an Alert

                        Bloomberg Law has two primary current awareness tools -- (1) saved searches and (2) alerts. The difference between a saved search and an alert is that a "saved search" has an alerting frequency set to none while an "alert" has a frequency that is set to available, hourly, daily or weekly. After completing a few preliminary steps, you can receive automated updates when new documents arrive in the database that meet your search parameters.

No matter what type of search you run; whether it is an opinion search, news search, or Edgar search, you always have the option to save the search and to set an alert using the steps below:

1.     Craft and run your desired search.

2.     Click the Create Search Alert link, as shown in Figure 1.

Figure 1: Create Search Alert Link Location

The Create Search Alert pop-up appears, as shown in Figure 2.

Figure 2: Set Up Alert Popup Box

Note: Docket Alerts set from the Specialized Docket Search Page contain the additional options for Format, Sorts, Parties, and Share with, as shown in Figure 3.

Figure 3: Dockets Create Search Alert Dialog Box

3.     In the Title field, input the name for the Saved Search/Alert. This will be the subject line for any emails that are triggered by the alert.

4.     From the Frequency drop-down menu, select your desired frequency.

5.     (Optional) Enter desired Tags for organization and/or a Description of the search.

6.     Click Save.

You receive an e-mail when new documents are added to Bloomberg Law that meet your search criteria. The notifications are also stored in your Alerts Inbox.

TIP: If you want to set the Alert more quickly, the "Create Search Alert" button is also available on all search screens. Simply click the button and it will call up the search alert set-up screen as seen in Figure 2.

Accessing & Managing Alerts

Once created, your alerts can be accessed a couple of different ways.

First, from the homepage, you can see recent alert activity in the "Recent Activity" box on the right side of the screen when you toggle it to the Alerts tab. To manage an alert from here, simply click the "Alerts" button at the bottom of the box:

This will open your Alerts Inbox.

If you click the Management tab on this screen, it will bring up a page that will list each of your alerts, with an edit button on the far right of each, which will allow you to tweak various characteristics of your alerts (including the ability to delete them):