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BIZ 2401 Finding Company Information
1. BIZ 2401 and the Library
World of resources at your fingertips
Traci Welch Moritz
Public Services Librarian/Assistant Professor
Heterick Memorial Library
2. Goals for Today
1. Review of library information
systems
2. Using Boolean Indicators
3. Specific tools for accessing
company information
4. Boolean Logic
• AND -- default, narrows and defines
• OR -- broadens search
• NOT -- narrows search
• + , “”, - -- other indicators
• http://internettutorials.net/boolean.asp
• http://www.lib.berkeley.edu/TeachingLi
b/Guides/Internet/Boolean.pdf
5. Library Class #2
Finding Company Information
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Company’s website
Company’s annual report
International directory of company history
Business Source Complete (datamonitor report)
Hoovers (financials)
Edgar online (SEC filings)
S&P Netadvantage (financials, stock)
PrivCo
WARC
6. Tools for Company
Information
• Annual reports
Tips for reading an annual report
• Public Register
• Annual Reports Library
• Annual Report Resource Center
• WSJ Annual Reports
• CAROL
8. Glossary of Terms
• Ticker “modern letter-only ticker symbols were developed by Standard & Poor's
(S&P) to bring a national standard to investing”
• CIK -- Central Index Key, number given to an individual or company by the SEC
• SIC --standard industrial classification system, classification of businesses and
business units by type of economic activity
•
•
•
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NAICS -- North American Industry Classification System, replaces SIC
DUNS -- industry standard for keeping track of the world's businesses
Private Company -- ownership is private
Public Company -- company that has permission to offer its registered
securities (stock, bonds, etc.) for sale to the general public, typically through a stock
exchange
• Subsidiary --
Controlled/owned by a “parent” company
9. Print Resources
Dun’s Directory of
Service
Companies
HML
REFERENCE
q338.7610002573
D111 2010
D&B million
dollar directory
HML
REFERENCE
q338.740973
D11 2010
Telephone books
10. International Directory of Company
Histories
HML REFERENCE
q338.7409 I61 v.1
•IMMEDIATE ACCESS TO MORE
THAN
8,500 COMPANIES
•Learn the complete background and
history of a company
• Research merger and acquisition
activity
over time
•Determine the impact of particular
sales
and marketing campaigns
•Ascertain the effectiveness of
executive
10
Leadership
11. International Directory of Company
Histories
Each three- to five-page entry is meticulously crafted
with facts gathered from popular
magazines, academic periodicals, books, annual
reports, archives of the companies themselves and
much more. Peppered with statistics, dates and
names of key players, entries contain information
on:
• Founders
• Expansions and strategies
• Labor/management actions
• Stock exchanges, ticker symbols and industries
• Principal subsidiaries, divisions, operating units and
11
13. What is it?
• A Discovery Layer sits on
top of all the library
resources and allows users
to access a majority of the
information available on
one topic with one search.
• Think of it as the roof on a
house.
14. Why did we get it?
• Natural language searching
• Encourage better or more
sophisticated searching
• Search across all local
content
• Quicker results
15. What it isn’t
• A replacement for the current catalog
• A ready made index to all databases
content
• The cure for getting people to use the
catalog or the way to get people to
use the rest of your library website
• Googlization of library
resources, although it may seem like
this to some
19. What is included?
• POLAR
• Article-level searching for all EBSCO
databases
• Article-level searching for a variety of other
databases:
JSTOR, Hoover’s, AccessPharmacy, etc.
• Title-level searching for most other databases:
IEEE, CIAO, Proquest Nursing & Allied Health
• OhioLink central catalog
25. Things to Remember
• Facets are your Friend: After you
search, limit your results to what
you really want
• A tool not a solution: This is not the
solution to everything
• Ask the librarians for help
• There will still be some small
changes coming
28. Business Source
Complete
non-journal content
• financial data
• case studies
• investment research
reports
• market research
reports
•
•
•
•
industry reports
country reports
company profiles
SWOT analyses
31. WARC
• Hosts large collection of advertising information
on the web
• 15,000 articles
• case studies
• research and conference papers
• Company profiles (Euromonitor profiles)
• European, American, Canadian, Australian and
New Zealand publications
• More info http://www.lib.uwo.ca/business/warcdesc.html
35. Business News
• Business Wire (free registration required)
• Economic News Releases (Bureau of Labor
Statistics)
• CNNMoney
• Corporate Financials Online
• Yahoo Finance News
• Wall Street Journal
• New York Times
• Local newspapers
• Newslink
36. Other types of co info
Stock information
• Value Line Investment
Survey
• Standard & Poor's Net
Advantage
Company rankings
• Fortune
• Forbes
Company philanthropy
Foundation Directory
37. Misc, info
• http://www.learnwebskills.com/company/ -Resources listed are often not free but may be
available through the library, ie. Hoover’s Online
• http://www.census.gov/cgibin/sssd/naics/naicsrch?chart=2007 -- help
finding SIC and NAICS numbers
• http://www.quintcareers.com/researching_compa
nies.html#company-research -- job seeking site
but has some helpful information and links
38. End of Library Class #2
• Questions?
– Email t-moritz@onu.edu
reference@onu.edu
– ext. 2473 or 2185
– Reference desk most days 8-noon,
Thursday evenings 6-9pm
Editor's Notes
So, technically the discovery layer is really just the user interface for searching (almost) all of our stuff at once: books, articles, and whatever else we decide to put in there. The ‘central index’ refers to that stuff.
Single search for local, open access and subscription collections.Should provide quick natural language searching, no more trying to figure out how librarians and each database describes somethingPeople get frustrated with controlled vocabulary so we’re trying to accommodate how we know people searchPete Coco says it best when he calls it “frictionless searching”
“googley familiarity” Pete Coco
We may decide not to include some thingsSome vendors don’t play nice with othersSome students may still struggle with relevancy
