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Guide to Research: Strategy and Management Problem Solving

This is a guide to the basic materials for doing research in Professor Lockhart's Workshop on Management Problem Solving. It is not intended to be a comprehensive list of tools but rather to provide a starting point for Industry and Company Research. The resources listed below are located in the Lauinger Library reference area except as noted. For guidance in using these sources or if you encounter problems in finding information, consult a Reference Librarian . This guide can be found online at http://www.library.georgetown.edu/bic/class/msfs740.htm

 

 

I. Framing the Question

        A. Problem Based Learning

1.WebCenter for Educational Technologies' Problem Based Learning Model
What is PBL? Students are allowed to struggle and induct their own mental model of course concepts with only occasional "life-lines" from the instructor when concept processing falls off-track. Problem-based learning is most similar to case-based instruction, but in its purest form, PBL is more open-ended.

2. WebUnderstanding Problem Based Learning
More on PBL from Virginia Tech

        B. Steps in Research

3. WebGeorgetown University's 15 Steps to Good Research
Always go back to this list to review the status of the research.

        C. Concept Maps

4. WebUniversity of Illinois' Concept Maps
Concept maps harness the power of our vision to understand complex information "at-a-glance." The primary function of the brain is to interpret incoming information to make meaning. It is easier for the brain to make meaning when information is presented in visual formats. This is why a picture is worth a thousand words. It is essential to your studies and career that you can handle complex information; concept maps offer one method to do this.

5. WebCET's Concept Mapping
As you begin creating your concept map, start filling in the holes where you need to learn more using some the sources mentioned below.

II. Understanding the Industry

6. Standard & Poor's Industry Surveys
The Industry Surveys are the best place to start your industry research. Basic global analyses and overview of 30-40 major industries with many subject breakdowns within each industry. Statistical information includes sales, profit margin, P/E ratios, and capital expenditures. Standard and Poor's Net Advantage also provides additional company and industry information.

7. WebIndustry Guide to Research
This guide describes selected resource materials for doing research on an industry. It has Industry Overviews, Industry Specific, Industrial Classification, Statistical Sources Access to Articles, Books/Monographs, US Specific-Ratios, and Foreign Specific resources.

III. Competition

8. Web American Corporations Research Guide
This is a list of the more frequently used library materials on American corporations. It contains Financial Information (Financial Summaries and Primary Sources); Directories of General, Specialized, Affiliates and Subsidiaries, Regional, and Rankings/Market Share, Company Histories with Mergers, Periodical Indexes, and Strategies for Researching Private Companies.

9. WebInternational Corporations Guide to Research
Sources mentioned in this guide are designed for doing research on international corporations. It consist of Financial Information; Directories of General, Rankings, and Affiliates & Subsidiaries; Company Histories, Regional & Industry Specific (Asia, Americas, Europe & Africa, Industry Specific); Periodical Articles; and Comprehensive Websites & Handbooks

IV. Investigating Similar Situations

10. Business Databases
There are over one hundred databases relating to business. One of the ways to do problem solving is to see how other people solved the problem; you do that by looking at articles. The best articles are from trade journals like those found in Factiva and Business & Industry. For generic "how to" information use the Conference Board's Business Knowledge Research. To search effectively use advanced searching and using field to search and Proximity Operators as much as possible, not free text searching.

V. Operations and Supply Chain

11. Under Construction

VI. Customer Drivers

12.GU onlyMintel.
These market research reports of 100+ pages in length cover such subjects as travel, finance, food, health, retailing, airlines, and lifestyles. Data sources used come from Mintel's own surveys, Simmons, Infoscan's IRI, and trade research. Acceptance of "Academic Conditions of Use" and registration are required to use this database. Also available from http://www.library.georgetown.edu/advisor/

13.GU onlyMarketResearch.Com Academic.
This database provides full-text market research reports on industries as diverse as debit cards, cookies, and the consumer Internet market. Subject covered include Business Services, Consumer Goods, Demographics, Food & Beverage, Hospitality, Heavy Industry, Life Sciences, Public Sector, and Technology & Media. Some of the reports are massive, over 200 pages; however, most of them are at least over a year old. The more current results will be a brief Executive Summary. Also available from http://www.library.georgetown.edu/advisor/

14.GU onlyGlobal Market Information Database: GMID .
Global in scope, GMID provides lifestyle statistics and reports; market data and analysis; company profiles, market share, and performance indicators; and market forecasts.

15.GU onlyBusiness Insights
Contains over 200 market research reports in five broad categories: Consumer Markets, Financial Services, Technology, Energy, and Healthcare. Reports are dominated by a European focus, with additional reports for Asia and the Americas. Also available from http://www.library.georgetown.edu/advisor/

16.GU onlyChoices 3. Ref. Designated Workstation
This annual CD-ROM from Simmons contains data on United States buying habits of people based on their media habits.  It measures usage of products and services by brand name, demographic characteristics, exposure to differing media, and other criteria. The marketing data was collected from more than 22,000 households, then projected to reflect the general population.  Updates are three years old.  Purdue University Tutorial.

17.GU onlyMediamark Reporter. Ref. Designated Workstation
This annual statistical source provides data regarding products and magazine audiences.  Market research at the national and top 10 MSA levels lets users look at tables crossed-tabulated by products, brands, demographics, and media habits. Defaults to national data. To see Teen Market, B-to-B, Upper Deck (Affluent), and top 10 local markets, change Show to "Annual" report. This source is easier to read and use than Choices 3.

18.Reference StacksSeasons of Business: The Marketer's Guide to Consumer Behavior.  Ref. HF  415.33 .U6 W35 1992
This sources explains consumer trends for every month of the year.  Trends such as business travel in August, credit cards in November, Super Bowl in January, spring break in March, and marriage in June are all explained.

19.WebMerchandise Line Sales <http://www.census.gov/prod/ec02/ec0244sxsb.pdf>
Merchandise Line Sales is a part of the Economic Census, retail sector. There are two types of information: by store and by product. For example, in online stores what is the percentage of different products sold, i.e., 19% computer equipment and 9.1% prepackaged software. Or who sells more computer equipment and software, i.e., computer stores 39.1% and online establishments 40.6%.

VII. Investment Analysts

20. GU onlyInvestext.   1995- . 
Full text of approximately 40,000 analysts' reports, covering more than 11,000 global companies and over 50 industries. Investext reports contain in-depth information on companies and industries, including industry trends, market share, and emerging technologies.

21. WebPath to Investing  <http://www.pathtoinvesting.org>
The Foundation for Investor Education’s Path to Investing site is a collection of material covering all aspects of investing for individuals and families. Clear, in-depth explanations of all things related to investing are provided as is a stock market simulation game called the Investor Challenge.

22.GU only Sharkrepellent.
Great database, bad name for a takeover-defense and corporate governance database. This database compiles source information from a company's articles of incorporation, bylaws, shareholder rights plan (poison pill) and state takeover statutes.

23.GU only Socrates: The Corporate Social Ratings Monitor.
SOCRATES has in-depth profiles on the social and environmental records of over 650 US and international corporations, including every company on the Standard & Poor's 500, and KLD's Domini 400 Social Index. Portfolio managers can rank companies on issues related to community, diversity, employee relations, environment, non-US operations, products, alcohol, tobacco, gambling, nuclear power, and military contracting.

24.GU only Standard and Poor's NetAdvantage: Companies/ Outlook.
Standard and Poor's Outlook analyzes companies and forecasts market trends. Makes purchase recommendations for selected stocks. Current S&P stock price indexes are included at the end of each issue. Standard and Poor's NetAdvantage also provides additional company and industry information.

25. GU onlyValue Line Research Center. 
Investment information and performance ratings for over 3,000 public companies with 250 data fields. Evaluations and comparisons of 92 industries are also included. Additional information on mutual funds, options, convertibles, exchange traded funds (ETF), and special situations. 

VIII. Searching For Books

26. Lauinger Library - Search GEORGE, the online catalog, by:

--Subject: Use the Library of Congress Subject Headings (LCSH), the red volumes located near the Reference Desk, to identify the precise terminology assigned to your topic. Or look up a title you know and click on one of the subject headings listed in the entry. You will probably want to search under several headings. Examples:

Broad topical headings:

            e.g., Strategic planning
                   Business failures
                   Personnel management
                   Strategy
                   Organizational change
                   Management          

Subheadings applied to political or geographical entities:

            e.g., Barriers to entry (Industrial organization) -- Mathematical models
                    Success in business -- Case studies
                    Organizational effectiveness -- Evaluation

--Keyword: When you can't determine a relevant Library of Congress Subject Heading or when you want to combine headings, search by "keyword." This technique locates words in books' titles, subject headings, and other fields within the record and is especially helpful for finding new terms or concepts. If you need help with GEORGE or searching by topic, please ask a Reference Librarian

If there is a book you know of and it's checked out from our library or we do not own it, then you can still get it by first checking to see if any library in the area owns it.

  • Borrowing from Washington Research Library Consortium
  • Direct Borrowing in person from other libraries


  • Also be aware that we have electronic books and a media collection available too

  • Electronic book collections or by title in GEORGE
  • Checking out materials from the Gelardin New Media Center and putting videos and other media on Media Reserves


    IX. Other Issues
    Other Issues to remember while searching for strategy:
    • Industries dominated by publicly-traded companies will have more coverage in the press.
    • If you can't find industry specific trends, factors effecting the industry's leaders, suppliers, and customers will be part of the industry trends.
    • Industries that are regulated will have government sources and will be influenced by government actions.
    • When you have geographic dimensions to an industry or company, it will be harder to find information. Search in the foreign language and don't be afraid to use the telephone or email to talk to industry leaders in that country.

    Please send us your comments or suggestions

    Content updated: 09/06, jb
    Links updated: 09/06, jb

     

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