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Management Librarian in Troy Colette Holmes Email: [email protected] Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday – Friday, 8:30 AM to 3:00 PM Appointments Recommended 1
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Management Librarian in Troy Colette Holmes Email: [email protected]@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

Dec 21, 2015

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Page 1: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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Management Librarian in Troy• Colette Holmes• Email: [email protected] • Voice Mail: 518-276-8331• Folsom Library, 3rd floor North (341A)• Monday – Friday, 8:30 AM to 3:00 PM• Appointments Recommended

Page 2: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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Passwords & Tech Help• Your RCS Userid and Password• One sign on for most library services• Available from VCC Help Desk• Contact [email protected]

Sample Logon Window for Off-Campus Access

Page 3: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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Introduction to Management

•Before you start your project•You must have …

company specific information•Ticker Symbol •Public/Private•SIC/NAICS

Page 4: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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Company Ticker Symbol

• Identifies publicly traded shares • For Specific Company• On Specific Stock Market

Example: Boston Beer

Ticker Symbol: SAM

Stock Exchange: NYSE

Page 5: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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Ticker Symbol Look Up

• Google Ticker “Look Up” sites• Quicken ticker look up • Yahoo ticker look up

• Google Company’s Web Site

• “Ticker Symbol” article in Wikipedia

Page 6: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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Public Company

• Example – Boston Beer• Ticker Symbol - sam• Sells stock• Traded on stock exchange(s) - NYSE• Must report to SEC• SEC produces wealth of information to public• Information is public record and available.

Page 7: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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Private Company

• Example – Dunkin Donuts• Privately owned• Does not sell stock to public• Not required to file with SEC• Hence, no wealth of information available• Very difficult to research

Page 8: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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SIC & NAICS Codes

• Numeric Codes Assigned to:• Companies (Both Public & Private)• Industries

• Example: • Boston Beer & Brewery Industry

• NAICS 312120 (Breweries) 6 digit• SIC 2082 (Malt Beverages) 4 digit

Page 9: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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More on SIC & NAICS

• Correspond to industry or company, not products

• Who assigns NAICS? (Dr. NAICS)

• Who assigns assigned SIC codes? (eHow)

• For more information• Ask Dr. NAICS (U.S. Census Bureau)

• “SIC” & “NAICS” articles in Wikipedia

Page 10: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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Company SICs & NAICS• Company has:

• A primary line of business• May also have secondary line(s) of business

• Primary SIC/NAICS = Primary business line

• Identify/compare like companies

• Compare company performance with industry norm

Page 11: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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SIC & NAICS Searches

• Helps collect and classify data

• Used in:• Company databases

• Mergent Online (company-specific data)

• Government sources• US Economic Census (industry-specific data)

• SIC/NAICS vary across information sources

Page 12: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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Company Databases

• Overall Company Databases• Use Tickers, SIC/NAICS; Cover Public/Private• Draw on SEC Filings with Value Added

• Library Databases• Mergent Online• LexisNexis Academic• Net Advantage• Business Source Premier• Business & Company Resource Center

Page 13: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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Boston Beer - Primary NAICS

Companies with Same Primary NAICS

Search Example Using Mergent Online

Page 14: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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articles-journals tab

Go to http://library.rpi.edu/

Page 15: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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Alphabetized Database List

Click M for

Mergent.

Page 16: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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Mergent Online

Red r means

licensed.

Page 17: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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Basic Search: Company Name or Ticker

Databases

Drop down list appears as enter info.

Enter Ticker or company name.

Click Go.

Page 18: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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Brief Search Result Display

Boston Beer entry at top. Click on it.

Page 19: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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Boston Beer Entry Primary SIC/NAICS Codes

Search link. SIC &

NAICS

Page 20: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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Primary NAICS Search – US Companies

2. Enter Primary NAICS 312120

4. Click Search.

3. US Companies

1. NAICS radio button

Page 21: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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Primary NAICS the SameLike Companies

Same NAICS Companies 111 Companies; 13 Public; All

U.S. – Click Public Companies.

Page 22: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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11 Public Companies with 312120 Primary NAICS

Click Active/Inactive.

Page 23: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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Sort Active/Inactive Companies

Click Active company link for

details.

Page 24: Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday.

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The End

•What you need to do now:

1. Model a search after the example you’ve just seen.

2. Select a company that interests you.

3. Go back to Slide 5 and get the ticker symbol for your company.

5. Go back to Slide 14 and follow the search steps using your company.