Research Tips for  ACCT 201: Accounting for Managers Paul Boger CGPS  Reference Librarian pboger @umw.edu
Where do I begin?
Library Research Tools <ul><li>Library Catalog </li></ul><ul><ul><li>Titles  of Books </li></ul></ul><ul><ul><li>Titles  o...
<ul><li>Use the Journal Finder : </li></ul><ul><ul><li>When you already know what article you are looking for </li></ul></...
Journal Finder
<ul><li>Enter the name of the journal </li></ul><ul><li>Click “Search” </li></ul><ul><li>OR </li></ul><ul><li>Use the “Bro...
<ul><li>Locate your publication </li></ul><ul><li>Check the years covered in the database </li></ul><ul><li>Click on the n...
<ul><li>Enter a portion of the article’s title  </li></ul><ul><li>Change the Date option to “All Dates” </li></ul><ul><li>...
<ul><li>Click the article’s title to access the complete document </li></ul><ul><li>You can email, print, and save the doc...
Where do I begin? How do I find financial information on a company?
Databases – 24/7 <ul><li>Database A-Z list </li></ul><ul><li>Databases by Subject </li></ul><ul><li>Research Guides </li><...
Research Guide - Databases <ul><li>Click on the “Database” option </li></ul>
Research Guide <ul><li>Click on the name of a database to begin searching </li></ul>
Can I use the databases from home?  jsmith password Yes! <ul><li>You will have to log-in to the databases when off-campus ...
<ul><li>Enter a company name or ticker symbol </li></ul><ul><li>Click “Search” </li></ul>- Company Financials
<ul><li>Use the Tabs to navigate to different company data </li></ul>- Company Financials
<ul><li>Use the drop down menus to find different sets of information </li></ul><ul><li>Use the sub-tab options to find di...
<ul><li>Click the “EDGAR” tab to search for 10-K reports and other SEC filings </li></ul><ul><li>Click on the icons to ret...
<ul><li>Click the “Annual Reports” to access company annual reports </li></ul><ul><li>Click on the links to access to the ...
<ul><li>To search for company financial information, click the “Companies/Market” selection in the top menu </li></ul>- Co...
<ul><li>Click the “Company” option </li></ul>- Company Search
<ul><li>Search by company name or ticker symbol </li></ul><ul><li>Click the magnifying glass icon to begin your search </l...
<ul><li>To view financial information, click the “Financial Results” link  </li></ul>- Company Search
<ul><li>Access five years of (full text) financial information </li></ul>- Financial Results
<ul><li>Navigate between subject searches by using the tab selections at the top of the screen </li></ul><ul><li>The red t...
: Company Dossier Search <ul><li>Perform a “Company Dossier” search </li></ul><ul><li>Enter your company name or ticker sy...
<ul><li>Click the name of your company when it appears </li></ul><ul><li>Under “Company Type”, note the differences for pa...
: Company Dossier Results <ul><li>Use the Reports menu to locate additional information on a company </li></ul><ul><li>Cli...
: Company Dossier Results <ul><li>You can download, print, or email any portion of the financial data </li></ul>
: SEC Filings <ul><li>Under the Business subject area, you can search for SEC reports  </li></ul><ul><li>Using the menu on...
: SEC Filings <ul><li>Enter a company name, ticker symbol, or keyword to retrieve full text SEC filings </li></ul><ul><li>...
What if my materials are at the main campus Library?  What if UMW doesn’t have what I need? <ul><li>Illiad  – for Document...
Illiad : document delivery and interlibrary loan
<ul><li>Try different databases </li></ul><ul><li>Try different keywords </li></ul><ul><li>Use an “asterisk” for multiple ...
Need help? Have Questions? <ul><li>Come to the Library </li></ul><ul><ul><li>Mondays - Thursdays 1 p.m. - 9 p.m.  </li></u...
& Take A Break! Served at 5:30 pm (Monday through Thursday)
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ACCT 201 - Gomez - Spring 2010

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ACCT 201 - Gomez - Spring 2010

  1. 1. Research Tips for ACCT 201: Accounting for Managers Paul Boger CGPS Reference Librarian pboger @umw.edu
  2. 2. Where do I begin?
  3. 3. Library Research Tools <ul><li>Library Catalog </li></ul><ul><ul><li>Titles of Books </li></ul></ul><ul><ul><li>Titles of Journals, Magazines and Newspapers </li></ul></ul><ul><ul><li>Searches Simpson Library, CGPS Library , and 2 online books collections </li></ul></ul><ul><li>Databases </li></ul><ul><ul><li>Articles in Journals, Magazines and Newspapers </li></ul></ul><ul><ul><li>Company and Industry Information </li></ul></ul><ul><li>Journal Finder </li></ul>
  4. 4. <ul><li>Use the Journal Finder : </li></ul><ul><ul><li>When you already know what article you are looking for </li></ul></ul><ul><ul><li>If you want to see if the library owns a specific publication </li></ul></ul>
  5. 5. Journal Finder
  6. 6. <ul><li>Enter the name of the journal </li></ul><ul><li>Click “Search” </li></ul><ul><li>OR </li></ul><ul><li>Use the “Browse” feature to find a publication </li></ul>
  7. 7. <ul><li>Locate your publication </li></ul><ul><li>Check the years covered in the database </li></ul><ul><li>Click on the name of the database </li></ul>
  8. 8. <ul><li>Enter a portion of the article’s title </li></ul><ul><li>Change the Date option to “All Dates” </li></ul><ul><li>Click “Run Search” </li></ul>
  9. 9. <ul><li>Click the article’s title to access the complete document </li></ul><ul><li>You can email, print, and save the document </li></ul>
  10. 10. Where do I begin? How do I find financial information on a company?
  11. 11. Databases – 24/7 <ul><li>Database A-Z list </li></ul><ul><li>Databases by Subject </li></ul><ul><li>Research Guides </li></ul><ul><li>Click the drop-down menu by “Research by Subject” </li></ul><ul><li>Click on “Business – CGPS” to access suggested research resources </li></ul><ul><li>Click the “GO” button </li></ul>
  12. 12. Research Guide - Databases <ul><li>Click on the “Database” option </li></ul>
  13. 13. Research Guide <ul><li>Click on the name of a database to begin searching </li></ul>
  14. 14. Can I use the databases from home? jsmith password Yes! <ul><li>You will have to log-in to the databases when off-campus </li></ul><ul><li>Contact the Library if you have access problems </li></ul>
  15. 15. <ul><li>Enter a company name or ticker symbol </li></ul><ul><li>Click “Search” </li></ul>- Company Financials
  16. 16. <ul><li>Use the Tabs to navigate to different company data </li></ul>- Company Financials
  17. 17. <ul><li>Use the drop down menus to find different sets of information </li></ul><ul><li>Use the sub-tab options to find different sets of information </li></ul>- Company Financials
  18. 18. <ul><li>Click the “EDGAR” tab to search for 10-K reports and other SEC filings </li></ul><ul><li>Click on the icons to retrieve full text documents </li></ul>- SEC Filings
  19. 19. <ul><li>Click the “Annual Reports” to access company annual reports </li></ul><ul><li>Click on the links to access to the complete document </li></ul>- Annual Reports
  20. 20. <ul><li>To search for company financial information, click the “Companies/Market” selection in the top menu </li></ul>- Company Search
  21. 21. <ul><li>Click the “Company” option </li></ul>- Company Search
  22. 22. <ul><li>Search by company name or ticker symbol </li></ul><ul><li>Click the magnifying glass icon to begin your search </li></ul>- Company Search
  23. 23. <ul><li>To view financial information, click the “Financial Results” link </li></ul>- Company Search
  24. 24. <ul><li>Access five years of (full text) financial information </li></ul>- Financial Results
  25. 25. <ul><li>Navigate between subject searches by using the tab selections at the top of the screen </li></ul><ul><li>The red tab indicates the subject you are currently searching </li></ul><ul><li>Click “Business” to search for company information </li></ul>
  26. 26. : Company Dossier Search <ul><li>Perform a “Company Dossier” search </li></ul><ul><li>Enter your company name or ticker symbol </li></ul><ul><li>You can search for private or public companies </li></ul><ul><li>Click “Search” </li></ul>
  27. 27. <ul><li>Click the name of your company when it appears </li></ul><ul><li>Under “Company Type”, note the differences for parent vs. subsidiary, and public vs. private companies </li></ul>: Company Dossier Search
  28. 28. : Company Dossier Results <ul><li>Use the Reports menu to locate additional information on a company </li></ul><ul><li>Click “Financial Information” for financial details </li></ul>
  29. 29. : Company Dossier Results <ul><li>You can download, print, or email any portion of the financial data </li></ul>
  30. 30. : SEC Filings <ul><li>Under the Business subject area, you can search for SEC reports </li></ul><ul><li>Using the menu on the left, click “SEC Filings” </li></ul>
  31. 31. : SEC Filings <ul><li>Enter a company name, ticker symbol, or keyword to retrieve full text SEC filings </li></ul><ul><li>Use “Sources” to search for a specific SEC form </li></ul><ul><li>Limit your searches by time period </li></ul>
  32. 32. What if my materials are at the main campus Library? What if UMW doesn’t have what I need? <ul><li>Illiad – for Document Delivery and Interlibrary Loan </li></ul><ul><ul><li>Create an Illiad Account </li></ul></ul><ul><ul><li>Online forms to request non-CGPS materials </li></ul></ul><ul><ul><li>Give library lead time to process request </li></ul></ul><ul><ul><li>Delivered to CGPS Library </li></ul></ul><ul><ul><li>$2 fee for articles located from Simpson Library </li></ul></ul>
  33. 33. Illiad : document delivery and interlibrary loan
  34. 34. <ul><li>Try different databases </li></ul><ul><li>Try different keywords </li></ul><ul><li>Use an “asterisk” for multiple word endings - * </li></ul><ul><li>Phrase Searching - quotation marks </li></ul><ul><li>Avoid stop words like: in, an, of, for, on, by </li></ul><ul><li>Ask Librarians for assistance </li></ul><ul><li>Writing Center </li></ul>
  35. 35. Need help? Have Questions? <ul><li>Come to the Library </li></ul><ul><ul><li>Mondays - Thursdays 1 p.m. - 9 p.m. </li></ul></ul><ul><ul><li>Fridays 1 p.m. - 7 p.m. </li></ul></ul><ul><ul><li>Saturdays 9 a.m. - 3 p.m. </li></ul></ul><ul><li>Contact the Library Staff </li></ul><ul><ul><li>[email_address] </li></ul></ul><ul><ul><li>540-286-8025 </li></ul></ul><ul><ul><li>IM: cgpslibrary </li></ul></ul><ul><li>Set up a Research Appointment </li></ul><ul><ul><li>[email_address] </li></ul></ul><ul><ul><li>540-286-8066 </li></ul></ul>
  36. 36. & Take A Break! Served at 5:30 pm (Monday through Thursday)
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