Sources of Industry Information Sandra Keys Liaison Librarian, Accountancy and  Business & Entrepreneurship July 8, 2004
What We’ll Cover <ul><li>Library Basics and Homepage Overview </li></ul><ul><li>Key Resources (and how to find and use the...
Library Basics and  Homepage Overview
Key Resources <ul><li>Several are noted in your assignment on the course webpage </li></ul><ul><ul><li>Financial Post Corp...
Today, we’ll look at <ul><li>Financial Post Infomart’s Industry Products </li></ul><ul><ul><li>Companies by Industry </li>...
Financial Post Infomart <ul><li>Access from the Library’s homepage:  e-reference collection    Company Information    Co...
FP Companies by Industry <ul><li>Gives individual company information </li></ul><ul><li>Data can be download directly into...
FP Companies by Industry 24 major categories subcategories
FP Companies by Industry
FP Industry Reports <ul><li>33 industries </li></ul><ul><ul><li>Fewer than available in Companies by Industry </li></ul></...
FP Industry Reports
FP Industry Reports
Mergent Online <ul><li>Access from the Library’s homepage:  e-reference collection    Company Information    Company Rep...
Mergent Online –  Advanced Search
Mergent Online –  Search Results
Mergent Online –  Report Selection
Mergent Online – Comparison Report
Mergent Online – Comparison Report
Mergent Online –  Report Selection
Mergent Online –  Custom Report
Mergent Online – Custom Report
Mergent Online –  Comparison Reports <ul><li>Compare a company against the overall average of the industry (Mergent-define...
Mergent Online – Comparison Report (Industry)
Mergent Online –  Comparison Report (Industry)
Any Questions?
Strategis – Business Information by Sector <ul><li>From Industry Canada </li></ul><ul><li>http://strategis.ic.gc.ca/sc_ind...
Trade & Industry Associations <ul><li>Associations are often extremely good sources for industry statistics and lists of c...
Trade & Industry Publications <ul><li>Search TRELLIS for industry & trade journals, Association yearbooks, etc. </li></ul>...
TRELLIS <ul><li>Keyword, subject, title, author searching </li></ul><ul><li>Use the combining keywords search </li></ul><u...
Journal Indexes <ul><li>ABI/INFORM </li></ul><ul><ul><li>Very good selection of magazines, scholarly journals, and trade &...
ABI/INFORM
ABI/INFORM
Statistics Canada (Publications) <ul><li>Access from the Library’s homepage: books articles etc    Government Information...
Statistics Canada (Publications) <ul><li>Use TRELLIS to obtain print publications </li></ul><ul><li>Use “Statistics Canada...
Statistics Canada (Data) <ul><li>CANSIM </li></ul><ul><li>Use if you need to retrieve large quantities of data or manipula...
Questions? Sandra Keys Dana Porter Library, Room 224 skeys @uwaterloo.ca   x2279
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  • Hours Ask a Librarian Research Starting Points Connect from Home – make sure WATCard registered with the Library Top menu: books articles etc &amp; e-reference collection TRELLIS
  • AFM121_IndustrySourc..

    1. 1. Sources of Industry Information Sandra Keys Liaison Librarian, Accountancy and Business & Entrepreneurship July 8, 2004
    2. 2. What We’ll Cover <ul><li>Library Basics and Homepage Overview </li></ul><ul><li>Key Resources (and how to find and use them) </li></ul>
    3. 3. Library Basics and Homepage Overview
    4. 4. Key Resources <ul><li>Several are noted in your assignment on the course webpage </li></ul><ul><ul><li>Financial Post Corporate Reports (now part of Financial Post Infomart) </li></ul></ul><ul><ul><li>Financial Performance Indicators </li></ul></ul><ul><ul><li>Strategis </li></ul></ul><ul><ul><li>Trade & Industry Associations and Publications </li></ul></ul><ul><ul><li>Standard & Poors Industry Surveys </li></ul></ul><ul><ul><li>Statistics Canada </li></ul></ul><ul><ul><li>Internetstats.com </li></ul></ul><ul><li>Add </li></ul><ul><ul><li>Mergent Online </li></ul></ul>
    5. 5. Today, we’ll look at <ul><li>Financial Post Infomart’s Industry Products </li></ul><ul><ul><li>Companies by Industry </li></ul></ul><ul><ul><li>Industry Reports </li></ul></ul><ul><li>Mergent Online </li></ul>
    6. 6. Financial Post Infomart <ul><li>Access from the Library’s homepage: e-reference collection  Company Information  Company Reports – Canada </li></ul><ul><li>Overview of an industry </li></ul><ul><li>Lists companies in the industry </li></ul><ul><li>Gives industry ratios and brief financial data for companies </li></ul>
    7. 7. FP Companies by Industry <ul><li>Gives individual company information </li></ul><ul><li>Data can be download directly into Excel or printed </li></ul>
    8. 8. FP Companies by Industry 24 major categories subcategories
    9. 9. FP Companies by Industry
    10. 10. FP Industry Reports <ul><li>33 industries </li></ul><ul><ul><li>Fewer than available in Companies by Industry </li></ul></ul><ul><ul><li>Not as fine a breakdown </li></ul></ul><ul><li>Industry data (ratios) </li></ul><ul><li>Company data </li></ul><ul><li>Data can be printed, not downloaded </li></ul>
    11. 11. FP Industry Reports
    12. 12. FP Industry Reports
    13. 13. Mergent Online <ul><li>Access from the Library’s homepage: e-reference collection  Company Information  Company Reports – International </li></ul><ul><li>U.S. and international (including Canada) </li></ul><ul><li>Locate companies in the industry </li></ul><ul><li>Gives industry ratios and financial data for companies </li></ul><ul><li>Industry averages tables are not available, BUT you can request peer average to be included in the report </li></ul>
    14. 14. Mergent Online – Advanced Search
    15. 15. Mergent Online – Search Results
    16. 16. Mergent Online – Report Selection
    17. 17. Mergent Online – Comparison Report
    18. 18. Mergent Online – Comparison Report
    19. 19. Mergent Online – Report Selection
    20. 20. Mergent Online – Custom Report
    21. 21. Mergent Online – Custom Report
    22. 22. Mergent Online – Comparison Reports <ul><li>Compare a company against the overall average of the industry (Mergent-defined company list) </li></ul><ul><li>Compare a company against a custom group (your Company Analysis List) </li></ul><ul><ul><li>This report is essentially the same as the Comparison Report shown above </li></ul></ul>
    23. 23. Mergent Online – Comparison Report (Industry)
    24. 24. Mergent Online – Comparison Report (Industry)
    25. 25. Any Questions?
    26. 26. Strategis – Business Information by Sector <ul><li>From Industry Canada </li></ul><ul><li>http://strategis.ic.gc.ca/sc_indps/engdoc/homepage.html?categories=e_bis </li></ul><ul><li>Provides overviews and statistics on a variety of industries </li></ul><ul><li>Different resources available; not all will cover every industry – try various ones </li></ul>
    27. 27. Trade & Industry Associations <ul><li>Associations are often extremely good sources for industry statistics and lists of competitors </li></ul><ul><li>To identify associations, use Associations Canada </li></ul><ul><ul><li>Provides contact information, URL’s, etc. </li></ul></ul><ul><li>Check to see if any publications are mentioned – check these in TRELLIS if not available on the Association’s website </li></ul>
    28. 28. Trade & Industry Publications <ul><li>Search TRELLIS for industry & trade journals, Association yearbooks, etc. </li></ul><ul><li>Search journal indexes for articles with industry statistics </li></ul>
    29. 29. TRELLIS <ul><li>Keyword, subject, title, author searching </li></ul><ul><li>Use the combining keywords search </li></ul><ul><ul><li>“Canada statistics” as subject AND <industry name> as subject </li></ul></ul><ul><li>Books can be requested from Laurier and Guelph to arrive within 3 business days </li></ul>
    30. 30. Journal Indexes <ul><li>ABI/INFORM </li></ul><ul><ul><li>Very good selection of magazines, scholarly journals, and trade & industry publications </li></ul></ul><ul><ul><li>Use the industry name (in subject) AND “industry profile or industrywide conditions or trends or forecasts or market” (in subject) </li></ul></ul><ul><ul><li>At results page, click on the “trade publications” tab (these will generally give the more pertinent results) </li></ul></ul>
    31. 31. ABI/INFORM
    32. 32. ABI/INFORM
    33. 33. Statistics Canada (Publications) <ul><li>Access from the Library’s homepage: books articles etc  Government Information  Government Publications & Information Databases  Canada </li></ul><ul><ul><li>Online Catalogue </li></ul></ul><ul><ul><li>DSP Catalogue (free access to certain publications) </li></ul></ul><ul><ul><li>Electronic Publications Catalogue </li></ul></ul>
    34. 34. Statistics Canada (Publications) <ul><li>Use TRELLIS to obtain print publications </li></ul><ul><li>Use “Statistics Canada” as author </li></ul><ul><li>Search for UW gov pubs only </li></ul><ul><ul><li>Click on the all search limits button </li></ul></ul><ul><ul><li>Choose “UW Porter. Gov. Pubs. Stacks. 5 th Floor” </li></ul></ul>
    35. 35. Statistics Canada (Data) <ul><li>CANSIM </li></ul><ul><li>Use if you need to retrieve large quantities of data or manipulate the data </li></ul><ul><li>Access from the Library’s homepage: books articles etc  E-Data  CANSIM </li></ul>
    36. 36. Questions? Sandra Keys Dana Porter Library, Room 224 skeys @uwaterloo.ca x2279

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