Thomson Reuters provide a series of screencast “getting started” training sessions for their products. In the past, we have highlighted these for Datastream and Thomson ONE. Today, it is the turn of SDC Platinum.
This course covers the following topics:
- Introduction (1:13)
- Setting up Your Search Criteria (5:05)
- Output Your Search Results as a League Table (2:17)
- Output Your Results as a Report (1:47)
- Output Your Results as an Analysis (2:27)
- Saving and Printing Your Output (1:21)
- Accessing the Standard Search Sessions (2:46)
- Defining Your Search Criteria Using a Standard Search (3:21)
- Editing an Existing League Table, Report, or Analysis (4:04)
- Creating a Custom Report (3:08)
- Creating a Custom Analysis (3:01)
- Change Your Default Output to Excel (0:55)
- Accessing SDC Customer Support (1:43)
You will need to use your University email address when you start the SDC getting started session.
Google scholar is a useful resource for finding books and articles. On campus PCs are configured so that it provides Find It via UML links. Off campus you can configure Google scholar to include these links.
Configuring Google Scholar
- Select the Scholar Settings link at the top right of http://scholar.google.co.uk/
- In the Library Links section, find the University of Manchester library
- Click the Save Preferences button at the foot of the page.
Video demo of setting Google Scholar preferences – http://screencast.com/t/c3SJISwTVwp
The Find It via UML links do not give you direct access to online articles. You still need to authenticate yourself as a member of the University to access the full text.
For those interested in the details, adding the library preference to Google scholar means that it checks the library’s “link resolver” for items in the search results and adds a link where appropriate.
WRDS (Wharton Research Data Services) is used by researchers worldwide to get financial and accounting data, especially on US companies. WRDS gives access to the respected CRSP and Compustat NA (North America) databases. It also provides a web interface to make it as easy as possible for researchers to download the data they require. and there is help available from other researchers. See About WRDS for more detail.
Example screencast videos of getting data using WRDS:
- http://screencast.com/t/DuQmA4j7Id – Monthly returns from CRSP
- http://screencast.com/t/BpijU5FIY6x – Fama French factors
- http://screencast.com/t/2vt8uRiF – long-term debt from Compustat NA Fundamentals Quarterly
- http://screencast.com/t/cr9p3Nv1 – S&P domestic long-term issues credit rating from Compustat NA Ratings
Note: The University of Manchester does not subscribe to all the databases available through WRDS -See FAQ answer on WRDS subscription.
Earlier WRDS post (March 2011) – for full list of WRDS-related post use the tag cloud on the right-hand side.
There is lots of help available when using WRDS: try the “e-learning” and “support” tabs.
Apple users have reported problems with .xls result files. An alternative is to select the .csv (comma separated variables) format. This can be easily imported into Excel. You don’t get the nice .xls formatting but the data is the same.
Analysts’ reports (brokers’ reports) are written by respected analysts within investment banks, brokerage houses and consulting firms worldwide for their clients.
Current University of Manchester staff and students have access to an extensive analysts’ reports collection through Thomson Research (the collection was previously called Investext).
(Update March 2014, also now through Thomson ONE.com – see Analysts’ reports on Thomson ONE.com )
Analysts write their reports for clients who are mostly interested in companies as an investment opportunity so they cover public (quoted) companies and there will be more reports for larger companies. Reports vary from short buy/hold/sell recommendations to longer detailed analysis of company strategies.
For further information on Thomson Research:
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 research apps for you to download to your mobile devices, some of which are for accessing our databases and some which are for useful external sources.
We thought we’d start 2012 by introducing you to TED. This app is a real favourite for discerning tablet users throughout the world. It brings a diverse range of interesting lectures from people that are at the top of their game together in one place and the subject matter is truly diverse.
The app allows you to stream a whole host of TED talks in video or audio format. Features include browse and share which brings up the latest TED Talks videos as soon as they’re published; and all this can be browsed in the TED library by theme, tag or rating.
There is also a playlist function called “Inspire Me”, which can build a tailored TED Talk list for you to listen to, just tell the app what kind of lecture you’re after and it’ll pluck out some likely candidates. All the lectures can be shared on Facebook, Twitter and by email.
There are two new additions to the app as well: a bookmarks tab enables listeners to save talks for later, whilst the TED radio brings a station full to the brim with TED Talk audio 24/7. Even better is that it will work when the app is closed down.
In practice the app works extremely well, with a clear and intuitive user-face combined with some great content. This app is a must for anyone interested in the world around them, and it’s free to download!
To access simply download the free app 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.
The physical libraries are closed over the festive period (re-open 3rd Jan 2012). However, you can still access the e-resources.
E-journal articles are available from the journals databases in the usual way.
Other help for accessing e-resources off-campus:
- How do I access e-resources using VPN?
- Other posts tagged off-campus
- Examples in the demo video library
- Details of accessing e-journals, e-books and databases (UoM)
From all at the MBS library service.
Whether or not you will be using the online resources during the holiday period.
Researching a public (quoted) company – whether for a research project or a job interview – you should look at Thomson Research.
When you login using the special database username and password you should get a screen with 4 tabs (Overview, Documents, Research and Tools).
The Overview tab will give you summary reports for a company and its latest filings.
The Research tab gives access to analysts’ reports – often financial brokers/analysts who follow a company produce a report on a regular basis. (The analysts’ reports collection in Thomson Research was previously branded Investext).
1) Thomsom Research requires care when looking for a company by name. For example, “Tate & Lyle” or just “Tate &” will be ok, but “Tate”, “Tate Lyle” or “Tate and Lyle” will all give you no matches. Example video screencast – http://screencast.com/t/tTsfonbej
2) Thomson Research only works with the Internet Explorer (IE) browser. You will not get an error message if you try to use Firefox, Chrome, Safari … just blank pages or sections of pages. Recently we have observed a small problem with IE version 7 – the drop down list for “Report Date” sometimes does not work so you are stuck with the default of “Last 2 Years”. (see also Thomson Research only fully works with IE )
Analysts reports do not fall neatly into a standard format for referencing. Who is playing the role of publisher? The company the authors work for, since they will have given the report to their clients, or Thomson Reuters, since the report came from their investment report collection. Make sure that your reference has enough detail that readers can see where it came from and confirm if they had retrieved the identical report. For example:
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 from: Thomson Research – http://research.thomsonib.com/ [Accessed 05 Jan. 2010].