1. Copyright © President & Fellows of Harvard College Leveraging Baker Resources Fall 2012 Linda Rosen, Information Research Specialist

2. 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

3. 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 Getting Started 3

4. Baker Library | Bloomberg Center Web Site Click Baker Library Resources on the PLD Learning Nexus 4

5. Databases for PLD Many resources can be used from anywhere. 5

6. Research Guides – On the FIND Menu Useful for guidance to relevant resources. 6

7. Baker Library Research Guides http://www.library.hbs.edu/guides/ 7

8. Company, Industry, & Career Research Guide Example of a research guide: http://www.library.hbs.edu/guides/company-industry-and-career-research.html 8

9. Research Strategy – Dive Deeper Need to find…Found in…Best databases to start with…Other places to look... Analyst coverageanalyst reports  Thomson ONE Thomson ONE  Databases for Analyst & Research Reports Databases for Analyst & Research Reports Business strategiesarticles  Factiva (trade publications, newswires, and transcripts; original language content) Factiva  ABI/ProQuest (academic, some trade) ABI/ProQuest  Business Source Complete (academic, some trade) Business Source Complete Company description, strategy, financials company profile, annual report, SEC filings  OneSource Global Business Browser (international with North American focus) OneSource Global Business Browser  Hoover’s Online (deep profiles) Hoover’s Online  Thomson ONE Thomson ONE  Orbis (international with wide breadth) Orbis Competitors/new entrants top participants list, screening tools, special lists, articles, IPOs  Hoover’s Online Hoover’s Online  OneSource Global Business Browser OneSource Global Business Browser  Thomson ONE (10K includes competitors) Thomson ONE  Factiva Factiva  Orbis Orbis Industry overview, industry trends industry reports, analyst reports, ratios, articles, books  Standard & Poor’s NetAdvantage (Industry Surveys) Standard & Poor’s NetAdvantage  Thomson ONE Thomson ONE  Baker Library Research Guides Baker Library Research Guides  HOLLIS Catalog HOLLIS Catalog Market share/market size articles, reports, statistical sources  OneSource Global Business Browser OneSource Global Business Browser  Standard & Poor’s NetAdvantage (Industry Surveys) Standard & Poor’s NetAdvantage  Statista Statista  Factiva Factiva 9

10. 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. Industry Overviews Standard & Poor's NetAdvantage http://www.library.hbs.edu/go/s_and_p.html 10

11. Industry Overviews – U.S. 11

12. Industry Overviews – Global 12

13. Industry Overviews – U.S. Example 13

14. 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. Company and Industry Details – OneSource 14

15. Market Participants – Build a List 15

16. Market Participants – Italy – Biotech 16

17. Market Participants – Results – OneSource Biotechnology Companies In Italy 17

18. Company Profile – Leads to Industry Details 18

19. Industry Details – Biotechnology in Italy Link to reports from OneSource company profile. 19

20. 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. Company and Industry Details – Orbis 20

21. 21 Market Participants – Choose Country

22. 22 Market Participants – Choose Industry

23. 23 Market Participants – Choose Pharmaceuticals Use industry code based on your own company or a competitor’s entry, or browse.

24. 24 Market Participants – Results – Orbis Pharmaceutical Companies In Italy

25. 25 Market Participant Analysis – Aggregation – New

26. 26 Market Participant Analysis – Choose Ratios

27. 27 Market Participant Analysis – Choose Years

28. 28 Market Participant Analysis – Choose Table

29. 29 Market Participant Analysis – Ratios Aggregate ratios for industry and geography. Export to Excel, email, or print.

30. Factiva http://www.library.hbs.edu/go/factiva.htmlhttp://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. http://www.library.hbs.edu/helpsheets/commandcomparison.html 2.News Page Browse news by sector. E.g., Investing/Securities. i.Click on the “News Pages” tab. ii.From “Factiva Pages” pull-down menu in the upper left, select “Investing/Securities.” News and Trends 30

31. Factiva News Page: Investing/Securities News Page News and Trends 31

32. News and Trends Factiva Search objective: Locate articles on alternative fuels and plans/strategy with “strategy” in headline or lead paragraph 32

33. News and Trends Results: Articles from Factiva on Alternative Fuels and Plans/Strategy with “strategy” in headline or lead paragraph 33

34. Sources for market research reports on various industries: Global Market Information Database* (reports from Euromonitor) OneSource – click on “Industry” (reports from Datamonitor)OneSource Forrester Research Frost & Sullivan MarketResearch.com Academic IBISWorld ISI Emerging Markets* Where are these and more databases listed? In Baker Library List Databases for PLDDatabases for PLD Market Research * database can be accessed only inside of Baker Library 34

35. Databases for PLD indicates which resources can be used from Anywhere. Some databases must be used inside of Baker Library.Databases for PLD 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/.http://www.library.hbs.edu/guides/ Key Tips 35

36. Use HOLLIS to locate books and more… HOLLIS Catalog http://discovery.lib.harvard.edu/http://discovery.lib.harvard.edu/ Visit Baker Library to use books. 36

37. Baker Library | Bloomberg Center Historical Collections The Exchange Stamps Reading Room Stacks (open access) 37

38. Historical Collections Books, manuscripts, official HBS records & publications, visual materials, artifacts 15 th Century to present Exhibits program de Gasṕe Beaubien Reading Room – 1 st floor 38

39. 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

40. 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

41. 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: infoservices@hbs.edu – Send questions or request an appointment.infoservices@hbs.edu * 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.http://www.library.hbs.edu/info/hours.html 41