Archive for the ‘Referencing’ Category

Referencing Thomson ONE

21 December 2013 Leave a comment

A recent student enquiry asked for clarification on Thomson

The simplest approach is a screenshot and explanation following our guidance in the Referencing Guide at the University of Manchester – Harvard Referencing Style.

Figure 1: Company Accounts (Fundamentals) from Thomson (2013).

Figure 1: Company Accounts (Fundamentals) 2001-2010 for AstraZeneca PLC from Thomson (2013). (click to expand)

Often it is appropriate for the figure caption to be relatively short and the text referring to the figure to give the details of the source of the data. It should be clear whether the figure is directly provided by the financial database as in this screenshot (Thomson, 2013), or the figure is of your own design using data obtained.

The reference year (in this case 2013) will normally be the same as the year accessed. Even though the company accounts information in figure 1 is only till 2010, the web page was dynamically generated in response to a request made in 2013 and therefore is “published in 2013”.

The reference year can differ from the year accessed when referring to the document that has its own date. For example the AstraZeneca annual report for the financial year ending 31 December 2010 is published in 2011 and available through Thomson (AstraZeneca, 2011).

The URL in the reference (see below) is a compromise. Thomson is a subscription service so the URL is of limited value to readers who do not have access. On the other hand the URL does provide additional confirmation to readers who have Thomson access.


AstraZeneca. (2011) AstraZeneca Annual Report and Form 20-F Information 2010 [Online]. Available at:  (Accessed: 20 December 2013)

Thomson (2013) Thomson Thomson Reuters. [Online]. Available at:  (Accessed: 20 December 2013)

Appendix – related posts

Referencing databases (November 2012)

Referencing – new citation guide (February 2013)


Facebook valuation (and evaluating a blog post)

The recent blog post Market Mood Swings: Facebook Euphoria shows that company valuation is not just about getting the data values and plugging them into an equation – it is also about judgement.

This is the most recent of several posts that provide an interesting commentary on how the markets have priced Facebook since its IPO.


How to evaluate websites (University of Manchester) (click to expand)

Evaluating this blog post

We can use this post as an example for the University of Manchester’s recently updated advice on “How to evaluate websites?”

What was the blog created for?

Personal blog on – created by Awsath Damodaran a Professor of Finance at the Stern School of Business at New York University

Why was the blog created?

To disseminate Awsath Damodaran’s “not so profound thoughts about valuation, corporate finance and the news of the day!”

When was the blog last updated?

31 July 2013 (on 17 August 2013)

Who owns the blog and who posts to it?

Aswath Damodaran

fbstockpriceWhere has the content come from?

The content has come from Aswath Damodaran’s professional expertise and business news.

How was the data collected?

The data has been collected from online financial information websites, business news and Aswath Damodaran’s own website

It is not very surprising that the indications are that this post will provide information from a timely, relatively unbiased, academic perspective. It is not providing a valuation of Facebook to persuade you to buy or sell the stock or subscribe to a commercial information and/or trading system.

For another example of evaluating a website see Is that website any good? (University of Manchester online LibGuides)

Other valuations of Facebook – try analysts’ reports.

Analysts’ reports on Thomson Research

Company Financial Analysis (Global Companies)

Researching A Global Company using Bloomberg – in 15 mins

Referencing – new citation guide

26 February 2013 4 comments

UoM-BandM-Ref-2013-02-26There is a new version of the University of Manchester Harvard Citation Guide.

Follow the Guide to Referencing at the University of Manchester link on the Business and Management Referencing tab.

At the Guide to Referencing at the University of Manchester pages select:

Referencing styles -> Harvard

You can download the guide as a pdf file, or read the advice online.


Guide to Referencing -> Referencing styles – Harvard

The Guide to Referencing at the University of Manchester (now renamed Referencing guide at the University of Manchester) includes tabs on referencing software: EndNote, EndNote Web, Reference Manager, Zotero and Mendeley.

Referencing databases (Bloomberg, Datastream etc.)

30 November 2012 3 comments

Guide to citing referencesBased on our popular “Guide to citing references guide (2012)” here are recommendations for citing specialist company and financial databases.

Harvard Style Referencing is now available as part of the Guide to Referencing at the University of Manchester. [12 Jan 2013]


Bloomberg. (2012) Bloomberg Professional. [Online]. Available at: Subscription Service (Accessed: 30 November 2012)

CRSP/Compustat Merged. (2012) CRSP/Compustat Merged. Center for Research in Security Prices. [Online]. Available at: WRDS (Accessed: 14 November 2012)

Datastream. (2012) Thomson Reuters Datastream. [Online]. Available at: Subscription Service (Accessed: November 2012)

Fame, (2012) Fame. Bureau van Dijk. [Online]. Available at:  (Accessed: 19 November 2012)

Orbis, (2012) OrbisBureau van Dijk. [Online]. Available at:  (Accessed: 19 November 2012)

SDC Platinum. (2012) SDC Platinum. Thomson Reuters. [Online]. Available at: Subscription Service (Accessed: November 2012)

Thomson One Banker. (2012) Thomson One Banker. Thomson Reuters. [Online]. Available at:  (Accessed: 19 November 2012)

Reports/Data within a Database

Bloomberg. (2012) “Company information for Rolls Royce PLC”, Bloomberg Professional. [Online]. Available at: Bloomberg Subscription Service (Accessed: 19 November 2012)

Mintel. (2009) Books – UK – December 2009, Market Research Report. [Online]. Available at : (Accessed: 05 January 2010).

Meltz, M. A., Lewis, D. & Lovell, N. (2009). [J.P. Morgan report on] The McGraw-Hill Companies – 07 Dec 2009. Thomson Research Investment Research Collection Rpt. 15613728  [Online]. Available at: Thomson Research – (Accessed: 05 January 2010).


If we consider a database as similar to an e-book then the first decision is whether you are citing the complete database or a separate identifiable part of the database.

Where a company has several databases it is easier for the reader if you use the database name as the author. This means that the in-text citation will be (Datastream, 2012) rather than (Thomson Reuters, 2012a) and the reader has to go to the list of references to find which Thomson Reuters database you are citing.

In some academic writing there are alternatives in how to cite the source, or sources, you have used. You can put all the information where the original data is described, or you can include a citation in the text with the full detail in the references.

For example:

Figure 1 shows comparison of share price return and total return. Graph obtained from Bloomberg Professional, online subscription service, (Accessed: 3 December 2013).


Figure 1 shows comparison of share price return and total return – graph obtained from Bloomberg (2013).


Bloomberg. (2013) Bloomberg Professional. [Online]. Available at: Subscription Service (Accessed: 3 December 2013)

For student academic reports the second option has the advantage that anyone reading the references is reminded of the data sources used. If you are submitting to an academic journal then you should follow the guidelines for that specific journal.

Additonal information

here is a Referencing Tab in the Business and Management subject guide.

You can also browse the other posts in the referencing category.

Harvard Manchester style for EndNote

26 July 2012 1 comment

We had a query about the availability of the Harvard Manchester EndNote style.

[25 March 2013 – See also Harvard Referencing Style page from the Referencing Guide at the University of Manchester]

One of the problems of the Harvard citation style is that there are lots of variants. In 2010, we developed a Harvard Manchester EndNote style based on our referencing guide, Hynes, J. (2010) “Guide to citing references (Harvard System)”. – see Dec 16 2010 post Citing References in Harvard Style.

Hayes (2010) Guide to citing references (Harvard system)John Hynes updated the guide in October 2011, but a revised EndNote style is still in draft form. The changes are relatively minor so you have to be quite pedantic to spot the differences, and we are increasingly aware that that students are choosing alternative reference management software. (Having to buy EndNote for your personal laptop is a significant barrier.) see Dec 3 2011 post Referencing – new guide and software options.

Harvard Referencing using EndNote example (click to expand)

If you are using EndNote, here are some resources that may be useful:

If you want to edit either of these EndNote styles to match your requirements there is the FAQ answer for How can I edit an EndNote style?

If you have suggestions for improvement then please leave a comment.

New Emerald app – Journal Articles on the Go!

16 March 2012 1 comment

As part of our commitment to supporting you with all your research needs, over the last few months we’ve been recommending some useful business apps for you to download to your tablet devices, some of which are for accessing our databases and some which are for useful external sources.

The launch of Emerald’s first app provides a feature-rich interface with which to find, read and save Emerald academic journal content if you’re on the go.

Showcasing a clean and easy to use design, the app makes searching and browsing for journal content an intuitive and time saving experience. As Emerald subscribers, our customers need simply download the app for their own device and use the search and browse options to start finding content immediately.

You can also tap the “My Profile” box and login to your free profile. If you don’t yet have a profile, you can quickly sign up on the Emerald web-site and unlock the extra functionality, the app allows you to:

  • Find what you need, when you need it: Search and browse Emerald’s extensive online content library of almost 100,000 journal articles.
  • Personalise your experience: Use your Emerald profile to manage your marked lists and saved searches.
  • Spread the word: Email links to your friends/colleagues and share content via the built-in Facebook and Twitter functionality.
  • Enhance your knowledge: Read full-text content through the integrated browser. Most content is available in easy to read PDF format too.
  • The Emerald app is optimized for the iPad and compatible with iPhone and iPad touch. It requires iOS 3.0 or later and is available free of charge from your app provider.

Remember if you’re using an iPad make certain to add the MBS Library Service  page to your Home Screen for easy access to all the Resources we have to offer you for your research. Simply open our page then tap the arrow in a box symbol next to the top URL line and then select “Add to Home Screen”. You can even edit the name of the Web Icon, after you’ve done this – tap the “Add” button.

Referencing – new guide and software options

3 December 2011 5 comments

Hayes (2010) Guide to citing references (Harvard system)Some of the information in this post is now out of date – for the latest University of Manchester referencing guide goto Referencing – new citation guide (26 February 2013)

The 2011 version of John Hynes’ “Guide to citing references (Harvard system)” is proving to be the most popular of our How to research guides.

The guide provides a brief introduction to referencing: both citing references to others’ work within the text of your assignment/thesis/paper, and compiling an accurate list of references.

The Harvard system (Harvard style) is based on Author – Date information in the text with a list of references at the end in alphabetical order. However, it does allow for some variation in the detailed formatting. For example:
A) Pears, R. and Shields, G. (2010) Cite them right: the essential referencing guide. 8th edn. Basingstoke: Palgrave Macmillan.
B) FISHER, D., and HANSTOCK, T., 1998. Citing references: a guide for students. Blackwell.

The guide chooses A because all Manchester Business School course handbooks use uppercase and lowercase for authors’ names, rather than all uppercase (and an unscientific survey of descriptions of Harvard referencing had most with the publication year in brackets).

Reference Management

It is much, much easier to do the references in any assignment/paper/thesis if you keep a record of your related reading as you go along. There are a number of options for reference management:

  • Manual (e.g. Word) – Simply create yourself a “my references” document, and as you read a paper/book/… add all the necessary reference information. When writing do your referencing by hand: cutting and pasteing from your references document as appropriate.
  • EndNoteA sophisticated reference management system, available on all University of Manchester cluster PCs and supported by Library training sessions. ( JRUL EndNote Page, Endnote FAQs ) However you have to buy a personal copy to use on your own laptop (academic discount available).
  • EndNote Web – Free to University of Manchester staff and students with our site licence for EndNote. (JRUL EndNote Web Page, EndNote Web FAQs) Well worth a try before buying your own personal copy of EndNote.
  • Zotero – Free reference management software: originally a Mozilla Firefox browser plugin but now also available in a stand-alone version. Well regarded – for example Cambridge Business School library’s recent post Zotero: a new dawn for referencing
  • Mendeley – Free reference management software like Zotero – adopts support for collaboration as its unique selling point.

If you have a small number of references it is relatively easy to do your referencing manually. However using reference management software can be a big help in getting your references organised and making it easy to produce a consistent professional set of references like you see in academic texts and journal articles.

Categories: Library guides, Referencing Tags:

EndNote – adding page numbers

When using EndNote and Cite While You Write (CWYW) to manage your references it can be a little tricky to add page numbers into citations in the text.

EndNote adding page numbers

EndNote CWYW adding page numbers – click to expand

The key is to edit the EndNote citation and include the page number(s), and any punctuation, in the Suffix not Pages field.

The technical reason for this is that Harvard (and its variants) is an author date citation style and so the pages field is ignored. (In contrast MLA is an author page number citation style, but this is rarely used in business and management literature.)

The EndNote CWYW Edit Citation feature is also used if you want your in text citation to have just the year – just tick the Omit Author checkbox.

Finally, advice from the University of Queensland on how to combine references if you have written each chapter as a separate Word document –

For University of Manchester tips see Referencing – new citation guide (posted 26 Feb 2013)

Welcome to Business Research Plus

27 July 2011 1 comment

Business Research Plus header 2015

From specialist databases to business literature, Business Research Plus provides advice and tips based on The University of Manchester Library Business Data Service resources and expertise.  See our About page for more details.

  • Library Research Plus provides expert insight from The University of Manchester Library’s Research Services for researchers in all disciplines including business.
  • My Learning Essentials, the Library’s award-winning skills progamme includes online resources with a wealth of useful tips on searching, referencing, writing to support personal and professional development.

Exploring our resources – try the Business and Management Resources page (Subject Guides),  scroll down to category or tag cloud in the right-hand column or search this blog (top right). For latest news see @UML_BDS 

EBSCOhost – Innovative Free New App


EBSCOhost databases are the most-used, premium online information resources for tens of thousands on institutions worldwide. This free app ensures that iPhone and iPod touch users get the most from searching premium EBSCOhost database content like Business Source Premier, the only provider of full text access to the Harvard Business Review.

EBSCO’s new app is free, and offers the convenience and rich functionality that enables users to:

  • Choose which databases to search
  • Limit Results to full text or peer reviewed
  • Sort by relevance or date
  • Retrieve full text results in HTML and/or PDF formats
  • Save results for offline access at a later date
  • Email results to self or others
  • View cover flow display of results

First download the free app from the App store. Next step is to select E-Resources on the Library Web-site, then click on Electronic Journals, and choose Business Source Premier (EBSCO).

To get started, simply click on the EBSCOhost iPhone/iPod touch Application link at the bottom of the EBSCOhost screen and follow the instructions. An email will be forwarded to you enabling you to authenticate your status as an MBS Library user. After this you’re free to search and take advantage of this innovative free new app.

Learn more about EBSCOhost  Mobile and the new iPhone app at:

A guide to Business Source Premier is also available on the Library Web-site outlining the key features of the database