Transcript Slide 1

Leveraging Baker Resources
Fall 2012
Linda Rosen, Information Research Specialist
Copyright
&&
Fellows
of Harvard
College
Copyright©©President
President
Fellows
of Harvard
College
Research Support for PLD
During PLD you may find the need to dig deeper to locate
information about companies, industries, and markets. This
primer will show you how to use some of Baker Library’s
extensive resources.
•Librarians at Baker Library are available to assist you and look
forward to helping you to develop your search strategy and
find relevant data and information.
•We will help you to identify and use resources that focus on:
• company/competitor analysis
• industry overviews
• customer demographics
• and more…
2
Getting Started
Take the guesswork out of how to begin finding information.
Areas covered:
• Overview of Baker Library | Bloomberg Center Web site
• Research Strategy
• Specific Resources of Interest
• Key Tips
• Overview of Baker Library | Bloomberg Center
• Getting Help
3
Baker Library | Bloomberg Center Web Site
Click Baker Library Resources on the PLD Learning Nexus
4
Databases for PLD
Many resources can be
used from anywhere.
5
Research Guides – On the FIND Menu
Useful for guidance to
relevant resources.
6
Baker Library Research Guides
http://www.library.hbs.edu/guides/
7
Company, Industry, & Career Research Guide
Example of a research guide:
http://www.library.hbs.edu/guides/company-industry-and-career-research.html
8
Research Strategy – Dive Deeper
Need to find…
Analyst coverage
Found in…
analyst reports
Best databases to start with…

Thomson ONE
Other places to look...

Databases for Analyst & Research
Reports
Business strategies
articles

Factiva (trade publications,
newswires, and transcripts; original
language content)


Company
description, strategy,
financials
company profile,
annual report,
SEC filings

OneSource Global Business
Browser (international with North
American focus)



Competitors/new
entrants
top participants
list, screening
tools, special lists,
articles, IPOs
industry reports,
analyst reports,
ratios, articles,
books
articles, reports,
statistical sources


Hoover’s Online
OneSource Global Business
Browser


Standard & Poor’s NetAdvantage
(Industry Surveys)
Thomson ONE
Industry overview,
industry trends
Market share/market
size


OneSource Global Business
Browser







ABI/ProQuest (academic, some
trade)
Business Source Complete
(academic, some trade)
Hoover’s Online (deep profiles)
Thomson ONE
Orbis (international with wide
breadth)
Thomson ONE (10K includes
competitors)
Factiva
Orbis
Baker Library Research Guides
HOLLIS Catalog
Standard & Poor’s NetAdvantage
(Industry Surveys)
Statista
Factiva
9
Industry Overviews
Standard & Poor's NetAdvantage
http://www.library.hbs.edu/go/s_and_p.html
1. Industry Surveys provide detailed overviews of over 50
industries worldwide.
2. Reviews industry trends, how industry operates, key
statistics, how to analyze company in industry, top players,
and industry references.
3. Once in the database, select Industries from the menu bar for
international markets or choose from dropdown list for the
U.S.
–
–
Tip: Use PDF format.
Tip: Download Company Data to Excel.
10
Industry Overviews – U.S.
11
Industry Overviews – Global
12
Industry Overviews – U.S. Example
13
Company and Industry Details – OneSource
OneSource Global Business Browser
http://www.library.hbs.edu/go/onesource.html
1. Overviews of companies and industries worldwide.
2. Reviews industry trends, key statistics, top players, and
industry references.
3. Build a list of market participants.
14
Market Participants – Build a List
15
Market Participants – Italy – Biotech
16
Market Participants – Results – OneSource
Biotechnology Companies In Italy
17
Company Profile – Leads to Industry Details
18
Industry Details – Biotechnology in Italy
Link to reports from OneSource company profile.
19
Company and Industry Details – Orbis
Orbis
http://www.library.hbs.edu/go/orbis.html
1. Overviews of companies and industries worldwide.
2. Reviews industry trends, key statistics, top players, and
industry references.
3. Build list of market participants.
Similar to OneSource, but unique in its breadth of
geographies and extent of companies covered. Allows
comparison of a company to its competitors along multiple
dimensions.
20
Market Participants – Choose Country
21
Market Participants – Choose Industry
22
Market Participants – Choose Pharmaceuticals
Use industry code
based on your own
company or a
competitor’s entry,
or browse.
23
Market Participants – Results – Orbis
Pharmaceutical Companies In Italy
24
Market Participant Analysis – Aggregation – New
25
Market Participant Analysis – Choose Ratios
26
Market Participant Analysis – Choose Years
27
Market Participant Analysis – Choose Table
28
Market Participant Analysis – Ratios
Aggregate
ratios for
industry and
geography.
Export to
Excel, email,
or print.
29
News and Trends
Factiva http://www.library.hbs.edu/go/factiva.html
1. Strong in financial publications. Articles from thousands
of publications in 22 languages.
–
–
Powerful search features allow sophisticated searching.
See Article Database Command Comparison Chart at
http://www.library.hbs.edu/helpsheets/commandcomparison.html for
search tips.
2. News Page
Browse news by sector. E.g., Investing/Securities.
i.
ii.
Click on the “News Pages” tab.
From “Factiva Pages” pull-down menu in the upper left,
select “Investing/Securities.”
30
News and Trends
Factiva News Page: Investing/Securities News Page
31
News and Trends
Factiva Search objective: Locate articles on alternative fuels and
plans/strategy with “strategy” in headline or lead paragraph
32
News and Trends
Results: Articles from Factiva on Alternative Fuels and
Plans/Strategy with “strategy” in headline or lead paragraph
33
Market Research
Sources for market research reports on various industries:
•
•
•
•
•
•
•
Global Market Information Database* (reports from Euromonitor)
OneSource – click on “Industry” (reports from Datamonitor)
Forrester Research
Frost & Sullivan
MarketResearch.com Academic
IBISWorld
ISI Emerging Markets*
Where are these and more databases listed?
• In Baker Library List Databases for PLD
* database can be accessed only inside of Baker Library
34
Key Tips
• Databases for PLD indicates which resources can be used from
Anywhere. Some databases must be used inside of Baker Library.
NOTE: Copyright and Licensing – resources are not for commercial
use.
• Use database’s indexing and “Advanced Search” features.
• Numerous download formats often are available (e.g., Excel, PDF).
• Be smart about searching the Web (authorship, credibility, etc.)
• Start research with Company, Industry &Career Research Guide and
other topic and industry guides, http://www.library.hbs.edu/guides/.
35
Use HOLLIS to locate books and more…
HOLLIS Catalog http://discovery.lib.harvard.edu/
Visit Baker Library
to use books.
36
Baker Library | Bloomberg Center
•
•
•
•
Historical Collections
The Exchange
Stamps Reading Room
Stacks (open access)
37
Historical Collections
•
•
•
•
Books, manuscripts,
official HBS records &
publications, visual
materials, artifacts
15th Century to
present
Exhibits program
de Gasṕe Beaubien
Reading Room – 1st
floor
38
The Exchange
•
•
•
•
Large screen financial
content
- financial television
coverage
Daily
business/financial
newspapers (US and
International)
A place to connect
with colleagues
Research
workstations
39
Stamps Reading Room
• Baker Library Services Desk
• Photocopier/scanner, print
stations
• Crimson Cash VTS for
copies/printouts
• Workstations, wireless
network, power at every seat
• Microforms/Media
• Entrance to the stacks –
Contemporary Collections, open
access
Level 3
40
Need Help?
Contact a librarian to answer questions, meet one-on-one,
and learn more about resources. We look forward to working
with you!
Research Assistance Hours:
MON-THURS: 9am – 7pm; FRI: 9am - 5pm; SUN: 12 pm – 7 pm
Stamps Reading Room Hours*:
−
−
MON-THURS: 9 a.m.–12 a.m. ; FRI: 9 a.m. – 5 p.m.
SAT: 12 p.m. – 7 p.m.; SUN: 12 p.m. – 12 a.m.
Phone: 617.495.6040
Email: [email protected] – Send questions or request an appointment.
* Use swipe card to access Baker Library | Bloomberg Center (South side) and
Stamps Reading Room. Hours differ between terms and for holidays.
See Hours at http://www.library.hbs.edu/info/hours.html.
41