psu

 

BA 101 - Intro to Business & World Affairs


The Basics

  • Public vs. Private vs. Nonprofit
  • SEC & EDGAR: to look up specific filings, start from here.
  • SIC Code (Standard Industrial Classification Code); NAICS (North American Industry Classification System); Conversion between NAICS and SIC.

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Business Plan Samples

Business Plans and Profiles Index: excellent place to start if you know what your business will be. NOTE: not all the resources are available at PSU. To check if we have certain books, use Vikat

Many of the above sources include guides on how to write a business plan and/or free sample business plans. The PSU Library currently has the following books on business plans:

  • Anatomy of a business plan
    HD30.28 .P5 2005 (Reference)
  • Businessplan.com : how to write an ecommerce business plan  
    HD30.28 .R664 2000 
  • Prentice Hall Encyclopedia of Model Business Plans
    HD30.28 .C76 1998 (Reference)
  • Business Plans Handbook: a compilation of actual business plans developed by small businesses throughout North America
    HD62.7 .B865 (Reference)

Sites with free business/marketing plan samples and/or related information:

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Company Profiles

Hoover's Online
Profiles of over 12 million companies worldwide, both public and private, providing in-depth overview, history, financials, market performance, executive biographies, and competitive analysis.
Business Source Premier (Datamonitor Company Profile)
Detailed profiles of active, both public and private companies worldwide. Profiles include description, key facts, history, major products and services, top competitors, and SWOT analysis.
Standard & Poor's NetAdvantage
A comprehensive source of business and investment information, offering on-line access to popular Standard & Poor's research products such as Industry Surveys, Stock Reports, Corporation Records, The Register of Corporations, Directors and Executives, The Outlook, Mutual Fund Reports among others.
LexisNexis Academic Universe
The "Company Profiles" section includes detailed profiles or brief snapshots of both public and private companies from various sources. The "Company Financial" section provides detailed financial data such as stock information, earnings, financial ratios, etc.
Investext Plus
Analyst reports and profiles on major public or private companies worldwide. Usu. covers business description, products, history, and financial analysis.
ReferenceUSA
Comprehensive current listing of US public and private companies, healthcare providers, nonprofit organizations and government agencies.
Corporate Affiliations
Comprehensive directory of corporate families in the US and worldwide. Covers nearly 200,000 parent companies, affiliates, subsidiaries, and divisions - all the way down to the seventh level of reporting relationships.
ThomasNet (Thomas Register)
Directory for industrial suppliers, distributors, and service providers in the US and Canada. Searchable/browsable by product type, company name, and brand name.
Kompass
International directory of producers, distributors, service providers, exporters, importers, etc.. Company profiles include contact information, executives, products & services. Advanced search available from subscription version available at the Multnomah County Library Central Branch.
International directory of company histories: HD2721 .I63 1988 (Reference)
Detailed histories of major companies, both public and private.
Company Web Sites
Most annual reports are also available on a company's web site. You may have to follow several links to get to "investor relations" or "about the company" or "company information." But, eventually, you should be able to get to the annual report.

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Industry & Market

Standard & Poor's NetAdvantage
A comprehensive source of business and investment information, offering on-line access to popular Standard & Poor's research products such as Industry Surveys, Stock Reports, Corporation Records, The Register of Corporations, Directors and Executives, The Outlook, Mutual Fund Reports among others.
Business Source Premier
Do a general article search using "Advanced Search", then select "Industry Profiles" or "Market Research Reports". Such reports or profiles usually come from renowned trade publications.
Mintel Reports
Market research reports covering (mainly) US and international marketplaces. Each report analyzes market drivers, market size & trends, market segmentation, supply structure, advertising and promotion, retail distribution, consumer characteristics, and market forecasts.
Hoover's Online
Unique industry classification system that covers emerging industries. Includes overview, complete company list, news, and listing of industry associations.
Investext Plus
Full text reports for over 53 industries worldwide. Choose industry from the drop-down menu. Or do a keyword search using "[kw] industry report"
Global Market Information Database (Core Statistics)
Current, historical, and projected statistics for over 250 countries around the world. Data include economic and social indicators, trade, industry, lifestyle and leisure, etc.
LexisNexis Academic Universe
Select "Business -> Industry & Market" for articles and reports from a large number of trade publications, and "Business -> Business News -> Industry News" from other industry related news.
Wall Street Journal Online
Full text coverage from 1984 to present. Provides a broad range of information on businesses, industries, the economy, and sociopolitical factors that influence the business world.
Current Industrial Reports
Published by the Census Bureau, it provides monthly, quarterly, and annual measures of industrial activity in the form of timely, accurate data on production and shipments of selected products. See Also: Economic Census and other business statistics.

Industrial Ratios:

  • Industry norms and key business ratios: HD9724 .I514 (Ready Reference)
  • Almanac of business and industrial financial ratios: HF5681 .R25 T68 (Ready Reference)
  • RMA annual statement studies: HC101 .R6 (Ready Reference)
  • Financial studies of the small business: HD2346.U5 F55a (Ready Reference)
  • Bizstats.com: a wide range of business and industry statistics and ratios, including the hard-to-get ones for small businesses. Data are not very current, but good for reference.

Industry Profiles and Reports:

:: Industry & Trade Associations ::

Such organizations are dedicated to promoting the industries they are in and often collect extensive industry-specific data that are not available elsewhere. Their Web sites sometimes make such data or analytic articles/reports freely available. Contacting them directly by calling or emailing are also a valid way of collecting exclusive information. To find an industry-specific association, try the following two sources:

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Market Shares, Brands & Promotion

:: Key Reference Books ::

  • Market share reporter: HF5410 .M35 (Reference)
  • D&B business rankings: HC102.2 .D86 (Ready Reference)
  • Book of Lists (Portland, OR): HG4058.P6 B66 (Ready Reference)
  • Encyclopedia of consumer brands: HF5415.3 .E527 1994 (Reference)
  • Specialized books such as Market Scope (HD9321.4 .M375, Reference)

** Market shares, company rankings, brand information, promotion and other product-related information can also be found in the following places:

  • Resources mentioned in "Industry & Market" above often contain searching and sorting by sales option.
  • Article/news databases such as Business Source Premier and LexisNexis Academic Universe. When searching, try combining "market share" and company, industry or product name as keywords.
  • Gary Price's List of Lists: containing special issues of trade magazines for rankings and statistics.
Advertising Age Data Center
Provides exclusive advertising and marketing industry data, including comprehensive ad spending estimates on 100 elite marketers, company profiles, and sales and earnings reports, top megabrands ranked by measured U.S. media spending, other marketing/advertising spending data and ranking, top media companies, and top advertising agencies. Free registration required.
** Article search using Business Source Premier and LexisNexis Academic Universe is essential to finding information about products, brands, promotional strategies, distribution, and pricing information.

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Consumers

Mintel Reports
Consumer lifestyle reports.
U.S. Census Bureau
The comprehensive and detailed demographic information on U.S. "Subjects A-Z" provides detailed subject index, while "American Fact Finder" lets you find information on specific communities by city, town, county, state, or zip code.
PortlandMaps.com
A compilation of public data for the Portland Metro area, including demographic data from Census, crime data, building permits, parks, mass transit, and more. Searchable by street address or intersection.
County Business Patterns
An annual series that provides subnational economic data by industry. The series is useful for studying the economic activity of small areas; analyzing economic changes over time; and as a benchmark for statistical series, surveys, and databases between economic censuses. Businesses use the data for analyzing market potential, measuring the effectiveness of sales and advertising programs, setting sales quotas, and developing budgets.
Oregon Economic & Community Development Department
Includes a wealth of econometric and demographic data such as Community Profiles, Economic Data, and Oregon Industry Clusters.
Consumer Expenditure Survey
Conducted by the Bureau of Labor Statistics. Provides information on the buying habits of American consumers, including data on their expenditures, income, and consumer unit (families and single consumers) characteristics.
Mediamark Reporter ** Tutorial **
Comprehensive consumer demographic, lifestyle, product usage, and media data. Users must sign up with their @pdx.edu (Webmail account). Internet Explorer recommended.
MyBestSegments
Detailed demographic and lifestyle profiles of American neighborhoods . Searchable by zip code. Demographic indicators include race/ethnicity, housing, education, income, etc. Lifestyle indicators include dining out, shopping, travel, media preferences, etc.
Household spending: who spends how much on what: HC110.C6 O34 (Reference)
Contains statistics on people's spending on different items such as apparel, entertainment, food and beverages, arranged by age, income, household type and region.
Lifestyle market analyst:HF5415.33.U6 L54 (Reference)
Contains statistics on lifestyle interests of different people in major cities in each state. Divided into market profiles by cities, lifestyle profiles by lifestyles and interests, and consumer segment profiles by age, sex, and marital status. Also lists consumer magazines and direct mail lists targeted to each lifestyle profile. Good for market segmentation.
Demographics USA county/ZIP edition: HC110 .C6 S83/HF5415.3 D463, (Reference)
Demographic statistics and rankings by county and zip code, including "buying power index", "retail sales by merchandise line", "consumer buying power", and "households by Effective Buying Income (EBI)". A good source to use for pricing strategies.
The American generations series : do a title search in Vikat
Demographic profiles (statistics and analysis) of various American generations.

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Environmental Scan

** Sources used for industry analysis mentioned previously (Census data, Business Source Premier, LexisNexis Academic Universe, Regional Business News, Wall Street Journal Online, Standard & Poor's NetAdvantage, Investext, Global Market Information Database) often include information on political and regulatory environments and how the changes and trends will impact the industry and the companies. If there is not a specific section in the report, one often has to do a general search using appropriate keywords to find relevant information. Other cross-disciplinary resources include:

EIU (Economist Intelligence Unit)
Provides detailed reports on country commerce (operating conditions and business regulations), country finance (financial regulations and conditions), business briefings, business intelligence and summary analysis.
PAIS
Contains abstracts of journal articles, books, statistical yearbooks, directories, conference proceedings, research reports and government documents covering topics in public and social policy, business, economics, finance, law, international relations, public administration, government, political science, and other social sciences -- with emphasis on issues that are or might become the subjects of legislation.
STAT-USA
Current and historical economic and financial releases and economic data, current and historical trade-related releases, international market research, trade opportunities, country analysis, and trade library.
CQ Library
"The award-winning choice of researchers seeking original, comprehensive reporting and analysis on issues in the news. Controversial topics addressed in a balanced, unbiased manner in the CQ tradition."
Books on culture, business etiquette, and import procedures:
  • Culturegrams: GT150 .C85 (Shelves)
  • Craighead's international business, travel, and relocation guide to... countries: HF5549.5.E45 D56 (Shelves)
  • Countries and their cultures: GN307 .C68 (Reference)
  • Worldmark encyclopedia of cultures and daily life: GN333 .W67 (Reference)
  • Europa world year book: JN1. E85 (Reference)
  • In the Library catalog, type in "business etiquette" under "SUBJECT"
  • Importers manual USA (HF1419 .H56 2004)
Starting a business in Oregon/Portland
Information and referrals.
International marketing research
Country profiles and other information.

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Citing sources

Citing Business Databases in APA Style || MLA Style (more examples...)

Portland State Library Research Survival Guide: look under "Style Guides"

EasyBib (free MLA formatting)

** When in doubt, contact the Writing Center.

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QW

Introduction

The Basics
Business Plans
Company Profiles
Industry & Market
Market Shares
Consumers
Environmental Scan
Citing Sources