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Research Tips for MBUS 502: Financial Decision Making for Managers Laura Berberian Stafford Reference Librarian [email protected]

MBUS 502 Chavez Summer 2012

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Page 1: MBUS 502 Chavez Summer 2012

Research Tips for

MBUS 502:

Financial Decision Making

for Managers

Laura Berberian

Stafford Reference Librarian

[email protected]

Page 2: MBUS 502 Chavez Summer 2012

Library Research Tools

Library Catalog –

Titles of Books

Titles of Journals, Magazines and Newspapers

Searches Simpson Library, Stafford Library, and

eBooks

Databases

Articles in Journals, Magazines and Newspapers

Company and Industry information

Page 3: MBUS 502 Chavez Summer 2012

UMW Libraries

http://libraries.umw.edu/

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Subject Guides

Page 5: MBUS 502 Chavez Summer 2012

Subject Guide

• Click on “Industry and

Company Profiles” or the

“Articles” tab

Page 6: MBUS 502 Chavez Summer 2012

Subject Guide

• Click on the name

of a database to

begin searching

Page 7: MBUS 502 Chavez Summer 2012

Can I use the databases from

home?

jsmith

password

• Log in with your

Canvas username

and password

• Contact the

Library if you

have access

problems

Page 8: MBUS 502 Chavez Summer 2012

• Enter a company

name or ticker

symbol

• Click “Go”

- Company Financials

Page 9: MBUS 502 Chavez Summer 2012

• Use the Tabs

to navigate to

different

company data

- Company Financials

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• Use the drop down menus to find different sets

of information

• Use the sub-tab options to find different sets of

information

- Company Financials

Page 11: MBUS 502 Chavez Summer 2012

• Click the “Filings” tab to search for SEC

filings

• Click on the icons to retrieve full text

documents

- SEC Filings

Page 12: MBUS 502 Chavez Summer 2012

• Click on “Reports” to access company

annual reports

• Click on the links to access to the complete

document

- Annual Reports

Page 13: MBUS 502 Chavez Summer 2012

- Industry Reports

• On the Basic Search screen,

click on “Report Search”

•Select Industry Reports

•Select an industry

Page 14: MBUS 502 Chavez Summer 2012

Click on the PDF icon to access the report

- Industry Reports

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• Locate detailed industry reports

• Search by keyword or industry code

- Industry Reports

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• Download the report as a PDF or MS Word

document

- Industry Reports

Page 17: MBUS 502 Chavez Summer 2012

• Navigate to market segments, market

characteristics, and regulation

- Industry Reports

Page 18: MBUS 502 Chavez Summer 2012

• To search for company

financial information, click the

“Companies/Market” selection in

the top menu

Page 19: MBUS 502 Chavez Summer 2012

• On the

“Companies/Markets”

screen, click on the

“Company” option

Page 20: MBUS 502 Chavez Summer 2012

• Search by company

name or ticker symbol

• Click the magnifying

glass icon to begin your

search

Page 21: MBUS 502 Chavez Summer 2012

• To view financial information, find key ratios, or

read current news on a company, use the menu

options on the left of the screen

Page 22: MBUS 502 Chavez Summer 2012

• Provides 5 years

worth of financial

details

• Results can be

printed, saved, or

downloaded into

an Excel

spreadsheet

Page 23: MBUS 502 Chavez Summer 2012

Business Source Complete

• Enter your keywords

• Consider using some

of the “Limit your

results” options

• Click “Search”

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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

Page 25: MBUS 502 Chavez Summer 2012

“Locate Journal Article” page

• Is the article available in a

UMW database? YES.

• Click the database links to

retrieve articles.

Page 26: MBUS 502 Chavez Summer 2012

“Locate Journal Article” page

• Is the article available in a

UMW database? NO.

• Request article using ILLIAD

Page 27: MBUS 502 Chavez Summer 2012

Business Source Complete

• To search for company information,

click the “More” option

• Click “Company Profiles”

Page 28: MBUS 502 Chavez Summer 2012

Business Source Complete

• Enter the company name

• Click “Browse”

• Click the name of the Company when

it appears

Page 29: MBUS 502 Chavez Summer 2012

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

Page 30: MBUS 502 Chavez Summer 2012

What if my materials are at the main

campus Library? What if UMW doesn’t have

what I need?

Use interlibrary loan (Illiad) to request materials not

located at the Stafford Library

Create an online Illiad Account

Submit requests through Libraries’ website

Request books, articles, dissertations

Delivered online or to the Stafford Library

$2 fee for articles located at Simpson Library

Page 31: MBUS 502 Chavez Summer 2012

Illiad: document delivery and interlibrary

loan

From the Library home page,

under “Services,” select

“Interlibrary Loan”

Page 32: MBUS 502 Chavez Summer 2012

• 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

Page 33: MBUS 502 Chavez Summer 2012

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 protected]

540-286-8025

IM: cgpslibrary

Set up a Research Appointment

[email protected]

540-286-8057