Join and normalize outputs
After exporting, prepare the call-level panel for spreadsheets, statistical tools, reports, dashboards, or replication files.
Choose a join key
Identify the downstream dataset before joining. Use earningscallID when joining back to NL Analytics document-level outputs.
Other identifiers may be useful where available, including ticker symbol, ISIN, CIK, TRBC, RIC, GVKey, or GVKey crosswalks. Confirm availability in the actual export before relying on any identifier.
Use the GVKey crosswalk when the downstream dataset requires a Compustat join. Treat it as a convenience crosswalk: verify matches and document the checks you performed.
Check coverage
Before interpreting results, compare the export against the intended sample. Coverage can vary by country, sector, firm, and time.
Document any sample restrictions, missing coverage, or reasons for narrowing the analysis.
Normalize or control for transcript length
Core metrics are raw sentence counts. Researchers may normalize by transcript length or include transcript length as a control using nr_of_sentences.
Document the choice. A high raw Exposure count can reflect more topic discussion, a longer transcript, or query design.
Preserve auditability
Keep the exported measures connected to:
- Query string.
- Date range.
- Search metadata.
- Export date.
- Coverage statement.
- Join method.
- Normalization choice.
- Matched-sentence evidence.
Researchers remain responsible for construct validation, sample design, crosswalk checks, and empirical interpretation.