Master of Management in Operations Research

1
Master of Management in Operations Research

• Library Resources
• Christina Sylka
• David Lam Library
• March, 2007

2
Agenda

• Lam Library overview
• Overview of searching best practices
• Demonstration of relevant UBC Library databases
• Examination of other statistical sources
• Datastream presentation

3
David Lam Library

• Location
• David Lam Management Research Library
• 2nd 3rd Floor, above 99 Chairs
• Web Address
• http//www.library.ubc.ca/lam/

SIDE HEADINGS AND NOTES CAN GO HERE
4
The Library Catalogue
5
Databases

• Fee vs. Free
• 50 licensed databases for business research
• Articles, news, data, company information,
  financials, industry analysis, investor reports,
  and more
• Available via wireless network, off-campus, other
  libraries
• Selected standalone databases available in the
  David Lam Library only Bloomberg Datastream

6
Business Databases
7
Search Techniques

• The selection of search terms is important, be
  persistent!
• Generate a list of synonyms and alternative
  spellings
• Electronic bookstore, Online bookstore,
  bookselling, book retailing, e-tailing, etc.
• Wal-mart vs. Walmart
• Marketing, advertising, ad campaign, branding,
  brand name products, consumers, public relations
• Subject headings
• Use Boolean Operators AND, OR, NOT between
  keywords

8
ABI/Inform CDN Newsstand

• Good starting point for background on an
  industry, topic, company
• Full text of 2000 business journals
• Wall Street Journal updated daily
• National Post, Vancouver Sun, Canadian Business,
  BC Business
• Indexes Harvard Business Review
• Economist

9
Business Source Premier

• Journals covering business, management,
  economics, banking, finance, accounting and more
• Popular business publications such as Business
  Week, Forbes, and Harvard Business Review
• Hundreds of scholarly, peer-reviewed journals

10
Factiva

• Global content (9000 sources)
• Globe Mail
• Dow Jones and Reuters newswires
• The Wall Street Journal.
• Multilingual interface and content
• Company profiles

11
CAB Direct

• Index of journal articles in
• Agricultural Science
• Forestry
• Human Animal Health and Nutrition
• Conservation Management of Natural Resources

12
ACM Digital Library

• Non-profit organization that publishes
  technology-related journals, Special Interest
  Group Newsletters and over 50 annual conference
  proceedings
• Access to all ACM journals and magazines online,
  as well as conference proceedings
• 750,000 pages of downloadable text

13
IEEE Electronic Library

• Technical journals, standards, and conference
  proceedings
• Published by the Institute of Electrical and
  Electronics Engineers (IEEE) and the Institute of
  Electrical Engineers
• Powerful search software

14
Forrester

• Respected industry source
• Analyzes emerging trends in technology and their
  impact on business and the economy
• Covers many industry sectors, eg, healthcare,
  logistics, etc.
• UBC users need to set up (free) accounts

15
eMarketer

• Market research and trend analysis on Internet,
  e-business, online marketing, media and emerging
  technologies

16
Investext

• Investment, company and industry reports from
  over 500 brokers in North America, Europe,
  Asia/Pacific, Latin America, Africa and the
  Middle East
• Financial forecasting a strength
• Proprietary information

17
Sources for Finding Company Financials
18
NAICS and SIC

• NAICSNorth American Industry Classification
  System
• SICStandard Industrial Code
• Both are numerical systems for classifying
  industries
• Links are on Industry Research Guide

19
NAICS

• 339113 Surgical Appliance Supplies
  Manufacturing
• Orthopedic canes manufacturing
• Crutches and walkers manufacturing
• Hard hats manufacturing
• Orthopedic device manufacturing sale in retail
  environment
• Suits, space, manufacturing

• 446199 All Other Health and Personal Care Stores
• Convalescent supply stores
• Hearing aid stores
• Medical equipment and supplies stores
• Prosthetic stores
• Sick room supply stores

20
FP Advisor

• Corporate information and current and historical
  financial reports on Canada's leading 500
  companies
• Tools to retrieve, manipulate and analyze
  fundamental data for over 1400 Canadian companies
• IPO and New Issue information on Canadian
  companies

21
Mergent

• U.S. International public company data with
  enhanced features that allow you to compare
  companies and export data into Excel, CSV, etc.
• Ability to compare financial items, ratios over
  an industry or portfolio
• Current and historical annual reports
• Includes inactive companies

22
Transport

• Combines the databases of three organizations
  OECD's International Road Research Documentation,
  ECMT TRANSDOC database, and Transportation
  Research Information Services database
• With nearly 500,000 records, TRANSPORT provides
  information of interest to practising engineers,
  managers, researchers, educators and other
  professionals in the transportation sectors
• Special emphasis is placed on road transportation
  and transportation economics

23
Sources for Finding Statistics
24
NAICS and SIC

• NAICS North American Industry Classification
  System
• SIC Standard Industrial Code
• Both are numerical systems for classifying
  industries
• Can be used to search articles databases,
  directories, statistical sources, etc.
• Links are on Industry Research Guide

25
NAICS
26
Using NAICS

• Performance Plus
• Interactive benchmarking tool
• Financial employment data for over 600
  business sectors

27
BC Stats

• Current reports and statistics from British
  Columbia's central statistical agency
• Invaluable economic, socioeconomic and
  demographic data
• UBC has enhanced subscription

28
Census

• Best place to find demographics for specific
  geographic locations-
• Canada, Metropolitan Centres, regions, First 3
  digits of the postal code (Forward Sortation Area
  (FSA)), Dissemination Areas (DA), which can be
  limited to a 6 block area, or a highrise
• Kinds of information available income, marital
  status, family, age, educational attainment,
  ethnicity, occupation, dwellings (size, value,
  condition, owned or rented), religion
• The more specific geographically, the less
  demographic detail you will find

29
Census Forward Sortation Area (FSA)
30
Census FSA, cntd.
31
Statcan.ca

• Statistics Canadas public website
• Some fee-based products
• Many free products (latest issue)

32
E-Stat - CANSIM

• Easiest interface for searching Statistics Canada
• designed with the needs and interests of the
  education community in mind
• Using over 2,400 tables from CANSIM, track
  trends in the lives of Canadians. Updated once a
  year during the summer, CANSIM contains more
  than 26 million time series.

33
E-Stat - CANSIM
34
E-Stat - CANSIM
35
Canada Mortgage Housing Corp.

• Depository collection
• Covers Canadian housing market
• starts and completions
• mortgage market
• rental market trends nationally and in major
  urban centres
• forecasting

36
Statistics Canada Electronic Publications

• UBC Library is a depository library for
  Statistics Canada publications.
• This gives you access to Statistics Canada
  publications such as
• Retail Trade
• Canadian Social Trends
• Canadian Economic Observer
• Spending Patterns in Canada
• Etc.

37
Datastream

• Available on a standalone workstation in the
  library
• Image from http//library.nyu.edu/research/bus-i
  nt/datastream.html

• Current historical international financial
  economic data from IMF, OECD national
  government agencies
• - equities
• - market indices
• - company acounts
• - bonds
• - macroeconomics
• - foreign exchange
• - warrants
• - interest rates
• - exchange rates
• - commodities
• - derivatives

38
Datastream Economics

• Determine your category, item name, preferred
  data, its frequency, and its output (time series,
  table or graph)

39
Datastream - Commodities

• All series in Commodities which match the search
  criteria for Forestry Products US Dollar

40
Datastream - Chart

• Percentage Changes Chart NBSK Pulp (CIF W.
  Europe) US/MT

41
Datastream Company Accounts

• Datastream provides company accounts info for
  international companies in a pre-defined report

42
What is WRDS?

• Wharton Research Data Services, or WRDS, is a
  web-based data management system used to retrieve
  information from a wide variety of financial,
  economic, and marketing data sources
• Our Vendors Kind of Data

43
Navigating WRDS

• Follow Steps to get data

• Use Documentation Manuals to identify Data Items

44
WRDS

• WRDS output

45
WRDS

• Use your class ID mmor07
• Use your class Password Lib5157

46
Your Library Account

• From the UBC Library homepage (not the David Lam
  homepage)
• http//www.library.ubc.ca/
• Choose My Library Account
• Renew items, check fines, requests
• Change your PIN
• When does your account expire?
• Grad Student loans are 8 weeks!

47
Connecting from Off-Campus

• Databases, eJournals, eBooks are licensed for
  the use of current UBC students, faculty and
  staff
• You will need A valid UBC Library card
  PIN Virtual Private Network
• To set up the VPN on your computer
• http//www.vpn.ubc.ca

48
Research Assistance

• Open 10-4, Monday to Friday
• Staffed by 3 friendly and helpful Librarians
  Christina, Amber Jan
• 604-822-9399 (Reference Desk)
• For group projects it is best to make an
  appointment with a Librarian

Christina Sylka christina.sylka_at_ubc.ca
822-9390 Jan Wallace jan.wallace_at_ubc.ca
822-9392 Amber Lannon amber.lannon_at_ubc.ca
827-5238
49
Keep in Touch
Christina

• In person
• Lam Library Reference hours
• 1000 400 Monday Friday
• Or make an appointment
• Telephone
• E-Mail

Ryan
Jan