Please complete survey of librarian instruction AFTER class
This library offers books, news, scholarly journals, and extensive business reports, statistices and data for your business research.
Your business librarian teaches business research in your classes, and provides expert guidance on all business information research. This page offers videos and guides to only few of the most popular library databases to get you started.
General guides and videos to using the CSUSM library website.
1. Always Login to the Library to see the most full text, ebooks, and videos.
2. Getting general help from the library website (If the question is specific to your business assignment it is best to contact the business librarian expert.
1. Introduction to Business Research at CSUSM library VIDEO
This short video is an introduction to using the CSUSM library for business research. If you are new to the campus you will want to view this. The library home page has changed but the links discussed have similar functions.
2. Industry Research at CSUSM
This 5 min video is what you need to get started on industry research for many of your courses. If you are new to the campus this is required viewing and will show you how to use these premium subscription industry reports.
IBISWorld Industry Research
US Census Tutorial NAIC (6 min.)
Understanding NAICS (North American Industry Classification System).
IBISWorld uses the NAICS to classify industry reports.
ReferenceUSA: Business Directories companies, private, public, non profit, education, govenment etc.
5. ReferenceUSA Learning Center videos and guides
6. Step By Step Guide to RefUSA Company & Competitor search. Self paced guide to create a competitor analysis using the industry and geographic locations of your choice. (BUS 302 and BUS 495)
Passport by Euromonitor Economic and Consumer market analysis worldwide)
To get started see the video upper right and look at the guide. Recommend you register on the site since there is a bit of a learning curve its well worth it.
Global comsumer market, industry and countries. Passport search guide
Premium Business databases to see all business research databases for CSUSM
Most popular library databases: To research general articles on Business writing, leadership, and business communication go to Most Popular Library Databases. BUS 203 Business Writing
I recommend Ebsco Academic Search Premier and Proquest for business news trade magazines and some scholarly material.
Public Company Profiles, Annual Reports and Analysis
Business Source Premier (CSUSM Premium) Search the Company Profiles. Marketline reports include SWOTS!
Factiva (CSUSM Premium) Good for public corporations.
***** ACCESS precaution Please contact a business librarian if you are having trouble accessing FACTIVA from off campus.
Search Companies/Markets Tab along the top.
Company snapshot, News, Web News, Multimedia, Key Developments, Peer Comparison, Financial Results--to see financial results by segment and reports. Look at the Performance/Segment Information section.
Earnings Calls: Limit company search to Sources: CQ FD Disclosure.
Earnings Calls: ABI Inform. Choose publications: Disclosure Wire Limit to Company Name. Be sure to sort to most recent date.
Mergent Online (CSUSM Premium) Good for public corporations in depth financials. Also has limited private co. info.
Detailed company profiles, history and in depth financial analysis, including SEC filings
Hoovers Company Profiles (via ProQuest) (CSUSM Premium)
Company snapshot, employee size, sales, basic financials, stock, NAIC and SEC filings including news (newspapers, legal,and patent)
S&P Capital IQ NetAdvantage (San Diego City Public Library)
Industry and Company analysis
ReferenceUSA (CSUSM Premium) Excellent for private companies also public company hierarchies. Includes local branches of foreign companies operating in the United States. Also good for quick summary statistics by industry especially local competitors.
REFUSA: Step By Step Guide to RefUSA Company & Competitor search
Market and Consumer analysis of Companies
Passport Euromonitor (CSUSM Premium) Company profiles and market and brand share around the world
Financial Information & Annual Reports
How to read an annual report (Short outline from IBM)
AnnualReports.com (available on the free web)
Annual reports for U.S. public companies.
SEC.gov EDGAR search (available on the free web)
Access to corporate electronic filings submitted by U.S. public companies directly to the U.S. Securities Exchange Commission.
Competition and Industry
Company analyst reports include strengths, weaknesses of the company and opportunities and threats.
IBISWorld Industry Research (CSUSM Premium)
Industry Research in over 700 reports by NAIC. In-depth Industry analysis, external, internal and economic, supply chain management. Contains some international reports for UK, Australia, China, and Global.
First Research (Mergent Intellect) (CSUSM Premium)
Industry research with limited competitor. Excellent Interview prep questions.
ReferenceUSA (US Only)
See the section for competitors. This represents a geographic look at businesses close to your location by NAIC code.
Featured article: FIN 626 Industry Reports prepared by expert analysts in this premium content. Offer a broad description and outlook at the macro environment of an industry, key trends, broad customer profiles and market or investment analysis of the industry. Many databases offer the ability to search by NAICS code. IBISWorld Good place to start: Industry Research in over 700 reports by NAIC for the US. industry analysis, external, internal and economic, supply chain. Some Global and International Reports First Research (Mergent Intellect): Industry Research and Interview starter questions for exec levels. Social Media feed updates on business and industry. Mergent Online FIN 612 / FIN 626 Go to the Report Search Tab to get to the industry reports. ABI Inform / Complete Local Industry Analysis San Diego Economic Development Industry Reports (Website) S&P Capital IQ Industry Surveys HG4915 .S652 3rd Floor Reference [Print] Excellent for in depth analysis industries representing large US corporations. Segments on Industry Trends, How an Industry Operates, How to Analyse a Company. Its in print but it is the single best industry introduction source in this library. Excellent source for more sources of information such as trade magazines, professional associations and regulators. NetAdvantage San Diego City Public Library Electronic version of Industry Surveys Business Source Premier (EbscoHost database) Marketline reports with global coverage. Each report contains statistics on industry market value, forecast, and market segmentation, competition and leading companies. Look for Porter's Five Forces analysis. Each report is 24 pages long, caution to look at dates may be older. San Diego Association of Governments [SANDAG] (Website) Market Research Reports Passport Euromonitor Global Industry Reports Detailed reporting. FIN 626 Financial Industry Analysis For those looking for more financial analysis. Bizminer Detailed industry financial and industry market analysis. 9000 industries by sales. Find reports at the national, state, county, metro and zip code. Update 6/18: Now shows Z-scores for credit strength and financial viability. Industry Snapshots by NAIC from the census Statistical Abstract of the United States (Proquest) Books on Industry in the library. Hundreds of different industries are represented in the library catalog.
Industry Overview Reports
Use for major industries only, global coverage. Especially useful for industries represented by publicly traded companies. Search by company or broad industry name.
Use the Tab for Publications to go direct to industry reports
"San Diego Regional Economic Development Corporation (EDC) regularly releases and sponsors research that provides a baseline of industry data to encourage and support economic investment. EDC also conducts studies on key industries and identify actions needed to spur growth in the region." (Source: San Diego Regional EDC).
SANDAG serves as the forum for regional decision-making for the San Diego
region. Resources such as Demographics and other data and publications will
be of interest.
Euromonitor Industry reports, in depth analysis on trends in consumer products and services industries, include market analyst reports and statistical data. Country and consumer reseacher as well as economic, business and transport.
Statistical profiles of US Industries by NAIC.
Excellent compilation of essential statistics to support other reports. The source is often government and other agencies.
You will find whole books on the food industry, or service industries, craft beer, restaurants, etc.
Featured article: FIN 626
Industry Reports prepared by expert analysts in this premium content. Offer a broad description and outlook at the macro environment of an industry, key trends, broad customer profiles and market or investment analysis of the industry. Many databases offer the ability to search by NAICS code.
IBISWorld Good place to start:
Industry Research in over 700 reports by NAIC for the US. industry analysis, external, internal and economic, supply chain. Some Global and International Reports
First Research (Mergent Intellect):
Industry Research and Interview starter questions for exec levels. Social Media feed updates on business and industry.
Mergent Online FIN 612 / FIN 626 Go to the Report Search Tab to get to the industry reports.
ABI Inform / Complete
Local Industry Analysis
San Diego Economic Development Industry Reports (Website)
S&P Capital IQ Industry Surveys HG4915 .S652 3rd Floor Reference [Print]
Excellent for in depth analysis industries representing large US corporations. Segments on Industry Trends, How an Industry Operates, How to Analyse a Company. Its in print but it is the single best industry introduction source in this library. Excellent source for more sources of information such as trade magazines, professional associations and regulators.
NetAdvantage San Diego City Public Library Electronic version of Industry Surveys
Business Source Premier (EbscoHost database)
Marketline reports with global coverage. Each report contains statistics on industry market value, forecast, and market segmentation, competition and leading companies. Look for Porter's Five Forces analysis. Each report is 24 pages long, caution to look at dates may be older.
San Diego Association of Governments [SANDAG] (Website)
Market Research Reports
Passport Euromonitor Global Industry Reports Detailed reporting. FIN 626
Financial Industry Analysis For those looking for more financial analysis.
Bizminer Detailed industry financial and industry market analysis. 9000 industries by sales. Find reports at the national, state, county, metro and zip code. Update 6/18: Now shows Z-scores for credit strength and financial viability.
Industry Snapshots by NAIC from the census
Statistical Abstract of the United States (Proquest)
Books on Industry in the library.
Hundreds of different industries are represented in the library catalog.
Want the latest Census data on Industries? Market Trends and Growth. Here you need to know a bit about your industry, where its headed and what environmental factors may affect it. Analysts reports on industry include current and forecasting analysis. The library has a number of these IBISWorld is one example. IBISWorld Industry Surveys (US only) Additional Industry Information can be located on the Industry Research Guide
NAICS, North American Classification System 2012 NAICS classifications
Want the latest Census data on Industries?
Market Trends and Growth. Here you need to know a bit about your industry, where its headed and what environmental factors may affect it. Analysts reports on industry include current and forecasting analysis. The library has a number of these IBISWorld is one example.
IBISWorld Industry Surveys (US only)
Additional Industry Information can be located on the Industry Research Guide
These sources address the issues that will affect demand. Broad trends and developments in an organization's environment: Social, demographic, econonic, technological and political/legal.
Bizminer Industry Financial and Industry Market Analysis. 9000 industries by sales lass. Find reports for National, state, county, metro and zip code.
Industry Market Reports
BIzMarketts2Go Radius Profiles
Competitive Market Analyzer
Sales per Square Foot Report
Euromonitor Passport (Global coverage) Specialized market research reports, world-wide.
Statistics, analysis and survey results by detailed industy segment, Economies, Consumers,s Companies
Daily special reports on home page
Market Size, Company shares, Brand shares, distribution, pricing and market reports.
Dashboard! Passport's market trends interactive survey tool
try this example:
Industry -- Consumer Electronics -- computers and periferals
Countries & Consumers -- Consumer trends and lifestyles, income and expenditures, population and homes.
Marketing Plan: Segmentation, Targeting
Segmentation and Targeting. You can use the market attributes you started with to go into more depth into your target market. There are sophisiticated market research analysis tools that use extensive demographic and lifestyle survey data and combine that with maps to visually show relationships that help marketers.
Passport by Euromonitor
Expert market analysis and statistics on consumer products and services for most countries.
SimplyAnalytics (CSUSM) and create personal account to save
Consumer demographics at the national US level, state, county, and local levels. Uses MRI and SimmonsLocal detailed consumer preferences, lifestyle, survey responses.
Create your own account
Access to ESRI data and mapping service is available via password request. Contact your instructor or the GIS lab.
For library research associated with a business assignment contact Ann Fiegen firstname.lastname@example.org for a password.
ArcGIS Online (Companion site)
HELP INTRODUCTION to using Community Analyst Online
ESRI Demographics See data source, available geographies and years and methodologies. US and Other countries.
Sectors for the US include: ESRI updated demographics, Census and ACS, Tapestry Segmentation, Consumer Spending, Market Potential, Retail MarketPlace, Business Data, Major Shopping Center, Traffic Counts.
Available geographics: Census designations, and DMA (Designated Market Areas) based on Nielsen Media Research.
Consumer Spending: 20 categories with data derived from Bureau of Labor Consumer Expenditure Surveys
Market Potential: 35 categories of products and services derived from GfK MRI
Retail MarketPlace: Retail sales by industry (NAIC) and measures supply and demand.
Business Location Data: By SIC/NAIC industry; annual sales, employees and other. Compiled from InfoGroup. Use for site or competitor analysis, day or evening hiring by industry, match to busines inventory statistics.
Major Shopping: Location and data on major shopping center.
Traffic Counts: Daily volume and changes.
Want to know more:
ESRI White Papers HELP PAGES
Using data from the American Community Survey (how to work with margins of error and more)
Explore ESRI GIS Retail for marketing, merchandizing and real estate and supply chain
ESRI Demographics Global Coverage Story Map directing user to data and maps
ESRI Insights ESRI Insights Tutorial
Business uses directories for industry analysis, competitor analysis, marketing, supplier, customers.
Company directories provide individual and competitor details for:
Databases by Subject -- Business (this link opens in a separate window so you can acces each of these recommended databases).
Searching databases for private companies, non-profits, schools and other other organizations may require multiple trys in different sources.
ReferenceUSA US private and public businesses, some nonprofits includes sales and employee numbers. Executive contact info.
RefUSA Learning Center Quick Training material, videos, and guides. How to search for businesses, competitors, suppliers, jobs and internships, general consumer research.
How to guides for all things ReferenceUSA
Addition options for company searches
Business Source Premier Search for Company SWOT analysis, large companies only.
Megent Online FIN 626 and BUS 444
Excellent for public corporations worldwide, also limited info on private companies in US. Annual report in-depth financials, detailed history and abiltiy to make custom reports and analyse competitors. Financial analysis from annual report data and research firms
Company > Reports > Mergent Reports
Company > Competitors > Add all > Company Comparison Report
Company Detais > Highlights (Health Check)
Company Detais > Business segments (not required by the SEC but some reports available)
Company > Report Builder > Comparison Reports = against industry, or against Top 10, etc.
California Business Entitites Search for existing companies or file for new company name
Non-profit and charitable resource page.
Recommended: Charity Navigator, ERI Nonprofit Foundation Grant info. Foundation Center, Grant Search, GuideStar, IRS Master Tax File.
News articles on the web and library subscriptions. Use .gov .org
INDUSTRY DATA Best place to start your industry analysis is by reviewing the BUS 302 Industry Reports how to apply Porter's, SWOTT, or Griffin.
The U.S. Census and use NAIC Industry Code for latest Industry Statistics.
Census --> Business and Industry --> Data by Geography
Professional analysis of case studies requires more than these recommended sources! In addition to these recommended business news sources, use the library OneSearch on the Home Page of the library to look across all library material. Expect to narrow and limit your results.
MGMT Human Resources -- Use this for your In-the-News assignments and Projects
Business News Publications
Newsbank: America's News
Full text of major news sources including the Los Angeles Times and the San Diego Union-Tribune, and Press Enterprise
San Diego Union Tribune Link here and print edition, see 3rd floor of the library (behind the research help desk).
San Diego Business Journal Proquest ABI Inform and print edition, see 3rd floor of the library (behind the research help desk).
Press Enterprise Riverside County Newsbank
Bloomberg BusinessWeek Full text through Business Sources Premier
Bloomberg Tip! Search within this publication top right
The Economist (online) Full text link. [via Proquest ABI Inform] Free Economist gives only limited content
Harvard Business Review Ebsco - Business Source Premier -- Full text of Harvard business review.
Trade and Professional Associations -- Industry Trending News
Look to trade association pages on the free web. Many industry and news reports will identify them. Some information is available free, but most are only available to members. Get around this by searching the association name for news reports in the above databases. Examples of trade and professional associations are the National Restaurant Association; American Library Association.
Find associations in the industry reports recommended here, such as First Research. Search on the web using .org Find references to associations in news article
Trademark search -- To determine your proposed mark has not been used before,done prior to filing and registering a trademark or service mark.
Preliminary searches can be done individually but a trademark attorney is strongly recommended.
Pending and registered trademark searches in federal, state and unregistered databases are all needed. This guide is limited to free sources for federal trademark searches.
Choosing a trademark: Not likely to confuse the customer, another product or service does not complete with yours, not marketed through the same means. Domain names can not interfere with a trademark
Follow links to: Trademark Electronic Search System (TESS)
1. What TESS includes: Federal registered and pending trademarks, service marks.
How to search TESS for preliminary search
1. Browse Dictionary
2. Direct Hit
3. Structured Search
Excellent for suppliers and manufactures and B2B. Catalog of products and services and trade and corporate names.
Domain names register.com
Google search for images, descriptions, and domain names
Trademarkia.com Free to use with referrals to legal searches
Superpages.com To find if a company name has been used.
To read more: Elias, S., & Stim, Richard. (2010). Trademark : Legal care for your business & product name (9th ed.). Berkeley, Calif.: Nolo.
In this session you will use the information you have already gathered to search for competitors and for optimal site selection based on demographic research.
ESRI Community Analyst Online can match consumer characteristics to existing business locations.
Enter a state, county, city, town, or zip code:
(Find popular facts (population, income, etc.) and frequently requested data about your community
United States Census 2010 - Homepage
View 2010 Census statistics for local areas down to the block level. Statistics include population counts, age, sex, race, ethnicity and household information.
SANDAG (link is external)[San Diego Association of Governments] County planning and transportation for San Diego County
In San Diego the local arm of the Census is SanDAG the San Diego Association of Governments which takes census data and inteprets and augments the data for local economic and land use and transportation planning
Bureau of Labor Statistics [BLS] The BLS is an independent national agency that collects and analyzes labor economic statistics. The data is supplied by the Current Population Survey and Current Employment Statistics, which result form collaboration between BLS and the Census Bureau.
Occupational Outlook Handbook from the BLS The OOH can help you find career information on duties, education and training, pay, and outlook for hundreds of occupations.
**Essential Census definitions:
Census: Dicennial count on April 1 of the whole US population at that time.
American Community Survey ACS: rolling monthy survey of a sample of 250,000 US households. Reported as 1 year, 3 year and 5 year estimates.Z
Population Estimates Program PEP: Cohort component method that accounts for changes in birth, death and migrations.
Confidence Interval 90%
Census Tract: About 4,000 individuals
Census Block: Subdivision of a tract
PUMA Public Use Microdata Areas contain PUMS Public Use Microdate Samples. Aggregated census tracts, good alternative to counties
Group quarters (GQ) facilities. Facilities where people live together that is managed by an organization. May include custodial or medical care facilities.
Multiyear estimates and geography
1 year > 65,000
3 year > 20,000
5 year > 4,000 (track level)
County level data not all in 1 year estimates.
PUMA have 1 and 3 year estimates. Good alternative to Counties esp for urban areas where they represent subdivisions of counties.
Working with Margins of Error and some helpful web tools:
Consider the size of errors and adjust by size or time.
Cornell Program on Applied Demography. ACS Calculator for Margin of error
Missouri Census Data Center. QUICK LINKS TO ACS Profile Report Calculator
American Community Survey Trends Reports are also accessible via the Missouri Census Data Center.
Tips for using the Census for business and economics demographics and population characteristics.
American Community Survey Guidance for Data Users.
What data tool should I use? Market analyst, business owner, non-profit administrator, regional planner, app developer, and others
Geography essentials and the ACS. Whats a block (the smallest geographic unit), Tract (the next largest), whats available at County versus State level.
Use the Census for exact ten year count
When to use 1-year, 3-year, 5-year estimates There are differences in detail of data.
Read Comparing ACS data. Use comparisons with caution, use the Table Comparison Lookup Tool
Need info on using stats and sampling errors: Handbook for Data Users. Look at General Data Users Need
Need specialized data by government agency?
Current Population Survey (CPS) Dept of Labor Statistics tracks labor force characteristics
Sources, Citations and Style. Watch this APA Citation Style Video (OWL Purdue. 2015) BUS 495
Company Information TEMPLATE
SimplyAnalytics (2017). EASI/MRI Consumer Expenditure Data 2016. Retrieved February 17th, 2017, from SimplyAnalytics database.
Encyclopedia, Reference Source or Chapter in a book
See Reference list: other print sources. In Purdue Owl.
Spring Semesters serving as the Business & Economics Librarian.