Research Tips for  MBUS 502: Financial Decision Making for Managers Paul Boger CGPS  Reference Librarian pboger @umw.edu
UMW Libraries
Library Research Tools <ul><li>Library Catalog – </li></ul><ul><ul><li>Titles  of Books </li></ul></ul><ul><ul><li>Titles ...
Where do I begin? How do I find articles on my topic?
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 <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>O n the Basic Search screen, c lick the “Industry Reports” tab </li></ul>- Industry Reports
<ul><li>Select your industry from the drop down menus </li></ul><ul><li>Click “Download” to access the PDF version of the ...
<ul><li>Locate detailed industry reports </li></ul><ul><li>Search by keyword or industry code </li></ul>- Industry Reports
<ul><li>Download the report as a PDF or MS Word document </li></ul>- Industry Reports
<ul><li>Navigate to market segments, market characteristics, and regulation </li></ul>- Industry Reports
<ul><li>To search for company financial information, click the “Companies/Market” selection in the top menu </li></ul>
<ul><li>On the “Companies/Markets” screen, click on the “Company” option </li></ul>
<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, find key ratios, or read current news on a company, use the menu options on the lef...
<ul><li>Provides 5 years worth of financial details  </li></ul><ul><li>Results can be printed, saved, or downloaded into a...
Business Source Complete <ul><li>Enter your keywords </li></ul><ul><li>Consider using some of the “Limit your results” opt...
Business Source Complete <ul><li>Click “PDF” or “HTML” links to retrieve articles </li></ul><ul><li>Click “Locate Journal ...
“ Locate Journal Article” page <ul><li>Is the article available in a UMW database? YES. </li></ul><ul><li>Click the databa...
“ Locate Journal Article” page <ul><li>Is the article available in a UMW database? NO. </li></ul><ul><li>Request article u...
Business Source Complete <ul><li>To search for company information, click the “More” option </li></ul><ul><li>Click “Compa...
Business Source Complete <ul><li>Enter the company name </li></ul><ul><li>Click “Browse” </li></ul><ul><li>Click the name ...
Business Source Complete <ul><li>Click the PDF link to access the report </li></ul><ul><li>Full reports usually include a ...
What if my materials are at the main campus Library?  What if UMW doesn’t have what I need? <ul><li>Use  Illiad  to reques...
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 5:30pm Monday through Thursday
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MBUS 502 - Brooks - Spring 2010

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MBUS 502 - Brooks - Spring 2010

  1. 1. Research Tips for MBUS 502: Financial Decision Making for Managers Paul Boger CGPS Reference Librarian pboger @umw.edu
  2. 2. UMW Libraries
  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 NetLibrary online books </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>
  4. 4. Where do I begin? How do I find articles on my topic?
  5. 5. 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>
  6. 6. Research Guide <ul><li>Click on the “Database” option </li></ul>
  7. 7. Research Guide <ul><li>Click on the name of a database to begin searching </li></ul>
  8. 8. 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>
  9. 9. <ul><li>Enter a company name or ticker symbol </li></ul><ul><li>Click “Search” </li></ul>- Company Financials
  10. 10. <ul><li>Use the Tabs to navigate to different company data </li></ul>- Company Financials
  11. 11. <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
  12. 12. <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
  13. 13. <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
  14. 14. <ul><li>O n the Basic Search screen, c lick the “Industry Reports” tab </li></ul>- Industry Reports
  15. 15. <ul><li>Select your industry from the drop down menus </li></ul><ul><li>Click “Download” to access the PDF version of the report </li></ul><ul><li>Mergent Online </li></ul>- Industry Reports
  16. 16. <ul><li>Locate detailed industry reports </li></ul><ul><li>Search by keyword or industry code </li></ul>- Industry Reports
  17. 17. <ul><li>Download the report as a PDF or MS Word document </li></ul>- Industry Reports
  18. 18. <ul><li>Navigate to market segments, market characteristics, and regulation </li></ul>- Industry Reports
  19. 19. <ul><li>To search for company financial information, click the “Companies/Market” selection in the top menu </li></ul>
  20. 20. <ul><li>On the “Companies/Markets” screen, click on the “Company” option </li></ul>
  21. 21. <ul><li>Search by company name or ticker symbol </li></ul><ul><li>Click the magnifying glass icon to begin your search </li></ul>
  22. 22. <ul><li>To view financial information, find key ratios, or read current news on a company, use the menu options on the left of the screen </li></ul>
  23. 23. <ul><li>Provides 5 years worth of financial details </li></ul><ul><li>Results can be printed, saved, or downloaded into an Excel spreadsheet </li></ul>
  24. 24. Business Source Complete <ul><li>Enter your keywords </li></ul><ul><li>Consider using some of the “Limit your results” options </li></ul><ul><li>Click “Search” </li></ul>
  25. 25. Business Source Complete <ul><li>Click “PDF” or “HTML” links to retrieve articles </li></ul><ul><li>Click “Locate Journal Article” if not full text through the database </li></ul><ul><li>Limit your results further by using the options on the search results page </li></ul>
  26. 26. “ Locate Journal Article” page <ul><li>Is the article available in a UMW database? YES. </li></ul><ul><li>Click the database links to retrieve articles. </li></ul>
  27. 27. “ Locate Journal Article” page <ul><li>Is the article available in a UMW database? NO. </li></ul><ul><li>Request article using ILLIAD </li></ul>
  28. 28. Business Source Complete <ul><li>To search for company information, click the “More” option </li></ul><ul><li>Click “Company Profiles” </li></ul>
  29. 29. Business Source Complete <ul><li>Enter the company name </li></ul><ul><li>Click “Browse” </li></ul><ul><li>Click the name of the Company when it appears </li></ul>
  30. 30. Business Source Complete <ul><li>Click the PDF link to access the report </li></ul><ul><li>Full reports usually include a SWOT analysis </li></ul><ul><li>Use the icons to print, email, format, and save documents </li></ul>
  31. 31. What if my materials are at the main campus Library? What if UMW doesn’t have what I need? <ul><li>Use Illiad to request materials not located at the CGPS Library </li></ul><ul><ul><li>Create an online Illiad Account </li></ul></ul><ul><ul><li>Submit requests through Libraries’ website </li></ul></ul><ul><ul><li>Request books, articles, dissertations </li></ul></ul><ul><ul><li>Delivered online or to the CGPS Library </li></ul></ul><ul><ul><li>$2 fee for articles located at Simpson Library </li></ul></ul>
  32. 32. Illiad : document delivery and interlibrary loan
  33. 33. <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>
  34. 34. 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>
  35. 35. & Take A Break! Served at 5:30pm Monday through Thursday
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