MBUS 502 - Brooks - Spring 2010
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MBUS 502 - Brooks - Spring 2010

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MBUS 502 - Brooks - Spring 2010 MBUS 502 - Brooks - Spring 2010 Presentation Transcript

  • Research Tips for MBUS 502: Financial Decision Making for Managers Paul Boger CGPS Reference Librarian pboger @umw.edu
  • UMW Libraries
  • Library Research Tools
    • Library Catalog –
      • Titles of Books
      • Titles of Journals, Magazines and Newspapers
      • Searches Simpson Library, CGPS Library , and NetLibrary online books
    • Databases
      • Articles in Journals, Magazines and Newspapers
      • Company and Industry information
    View slide
  • Where do I begin? How do I find articles on my topic? View slide
  • Databases – 24/7
    • Database A-Z list
    • Databases by Subject
    • Research Guides
    • Click the drop-down menu by “Research by Subject”
    • Click on Business – CGPS to access suggested research resources
    • Click the “GO” button
  • Research Guide
    • Click on the “Database” option
  • Research Guide
    • Click on the name of a database to begin searching
  • Can I use the databases from home? jsmith password Yes!
    • You will have to log-in to the databases when off-campus
    • Contact the Library if you have access problems
    • Enter a company name or ticker symbol
    • Click “Search”
    - Company Financials
    • Use the Tabs to navigate to different company data
    - Company Financials
    • Use the drop down menus to find different sets of information
    • Use the sub-tab options to find different sets of information
    - Company Financials
    • Click the “EDGAR” tab to search for 10-K reports and other SEC filings
    • Click on the icons to retrieve full text documents
    - SEC Filings
    • Click the “Annual Reports” to access company annual reports
    • Click on the links to access to the complete document
    - Annual Reports
    • O n the Basic Search screen, c lick the “Industry Reports” tab
    - Industry Reports
    • Select your industry from the drop down menus
    • Click “Download” to access the PDF version of the report
    • Mergent Online
    - Industry Reports
    • Locate detailed industry reports
    • Search by keyword or industry code
    - Industry Reports
    • Download the report as a PDF or MS Word document
    - Industry Reports
    • Navigate to market segments, market characteristics, and regulation
    - Industry Reports
    • To search for company financial information, click the “Companies/Market” selection in the top menu
    • On the “Companies/Markets” screen, click on the “Company” option
    • Search by company name or ticker symbol
    • Click the magnifying glass icon to begin your search
    • To view financial information, find key ratios, or read current news on a company, use the menu options on the left of the screen
    • Provides 5 years worth of financial details
    • Results can be printed, saved, or downloaded into an Excel spreadsheet
  • Business Source Complete
    • Enter your keywords
    • Consider using some of the “Limit your results” options
    • Click “Search”
  • Business Source Complete
    • Click “PDF” or “HTML” links to retrieve articles
    • Click “Locate Journal Article” if not full text through the database
    • Limit your results further by using the options on the search results page
  • “ Locate Journal Article” page
    • Is the article available in a UMW database? YES.
    • Click the database links to retrieve articles.
  • “ Locate Journal Article” page
    • Is the article available in a UMW database? NO.
    • Request article using ILLIAD
  • Business Source Complete
    • To search for company information, click the “More” option
    • Click “Company Profiles”
  • Business Source Complete
    • Enter the company name
    • Click “Browse”
    • Click the name of the Company when it appears
  • Business Source Complete
    • Click the PDF link to access the report
    • Full reports usually include a SWOT analysis
    • Use the icons to print, email, format, and save documents
  • What if my materials are at the main campus Library? What if UMW doesn’t have what I need?
    • Use Illiad to request materials not located at the CGPS Library
      • Create an online Illiad Account
      • Submit requests through Libraries’ website
      • Request books, articles, dissertations
      • Delivered online or to the CGPS Library
      • $2 fee for articles located at Simpson Library
  • Illiad : document delivery and interlibrary loan
    • Try different databases
    • Try different keywords
    • Use an “asterisk” for multiple word endings - *
    • Phrase Searching - quotation marks
    • Avoid stop words like: in, an, of, for, on, by
    • Ask Librarians for assistance
    • Writing Center
  • Need help? Have Questions?
    • Come to the Library
      • Mondays - Thursdays 1 p.m. - 9 p.m.
      • Fridays 1 p.m. - 7 p.m.
      • Saturdays 9 a.m. - 3 p.m.
    • Contact the Library Staff
      • [email_address]
      • 540-286-8025
      • IM: cgpslibrary
    • Set up a Research Appointment
      • [email_address]
      • 540-286-8066
  • & Take A Break! Served at 5:30pm Monday through Thursday