1. Strategy Field Study - 601 Health and Non-Profit Library Research Workshops
Prepared and delivered by Sophie Bury and Kim Stymest
Introduce ourselves

2. Key Library Websites
Health Industry Management Research Guide
Non Profit Research Guide
Sophie – few words about health guide
Kim – few words about non profit guide

3. Agenda for Today Jumping off points for 601 research at the library
Key web sites and Library catalogue
Organizational research
Publicly-traded companies
Non-profit organizations including health-related
Articles research
Industry research
Government sources
Market research
Demographic research
Statistics and data sources
Kim

4. Libraries’ web site www.library.yorku.ca
Library Catalogue – search database names here
Link to Business Library
Kim
Getting started – need to know what key jumping-off points are.
Library web site. Use as a main search portal. As you get to know names of databases – use this search box. Don’t Google them. Off campus you won’t get access. Passport York authentication. Show link to Bronfman Library and remind them that’s where their course guide is.

5. Bronfman business library http://www.library.yorku.ca/cms/bbl/
Kim

6. Searching the Libraries’ Catalogue
Catalogue available at
Focus on keyword searching – health related examples
Search strategies
Subject headings
Tip: Use WorldCat to identify relevant books on a topic which York Libraries do not own – can usually be obtained through Resource Sharing (allow ten days to two weeks for arrival of the book)
Sophie
Good for books and government information (go there). Also can find specific journals there.
In past with health groups useful to get general information about a disease. Also to get background information on a topic.
The other place where it’s useful is to get government reports or information from important government-affiliated bodies or think-tanks e.g. CIHI,
Should do this in addition to going to their web sites. Many items that come up as e-books.
(deaf or blind) and (services or policy) and (canada or ontario)
Talk about types of materials and locations – often Scott or Steacie for health folks.
Show how subject headings leads on to other terms. Point out e-books. Point out government documents. Point out journal.

7. Public vs private companies: what kind of information can you expect to find
Publicly-Traded
Private
Sophie
Company guide as key resource
May apply to health-related organizations. Pharma, medical devices, medical software, private clinics etc. Even if your company is very small a competitor may be publicly-traded.
Key question to consider as you begin your research is: What type of company am I dealing with and how will that affect the amount of information I am likely to find about it?
Which type easiest to find information about?
Publicly-traded: are traded on stock exchanges or over-the-counter and are subject to regulation by securities commissions/authorities. They are required by law to report publicly and to provide annual reports to shareholders. You will find lots of information on public companies including a mission statement, company profile and history, the executives and officers of the company, a business description, brief product descriptions, stock information, financial statements and ratios, recent developments, career information, community relations/corporate social responsibility statements, etc.
Private company information is much more difficult to find. You may find a profile, contact information, senior executives, brief business description, date of incorporation, and sometimes broad annual sales/revenue estimates that are self-reported.
Core Resource: Company Research Guide available from the Bronfman Business Library home page

8. Public Company filings – Including annual reports
SEDAR (Canada)
EDGAR (United States)
Mergent Online (International)
click on reports link for company
Sophie
Explain that they may not get all the filings on a company web site.
If they want to be sure they get all filings and an archive use the sites where companies must file by law.
companies that report to the Canadian Securities Administrator, e.g. those listed on the TSX, must file annual reports, quarterly statements, management discussion and more on SEDAR . Similarly companies traded on U.S. stock exchanges must file their documents on the SEC (Securities and Exchange Commission) EDGAR database. Please note annual reports on EDGAR are actually 10-K documents and not the traditional annual report. They contain much more information. If you are looking for annual reports for companies outside of North America, Mergent Online is recommended.
Using one of their companies show how SEDAR can be used to find an annual report. Mention we’ll get to Mergent Online later.

9. Industrial Classification Codes
Industrial classification codes group together companies based on the goods and services produced. There are several different types of codes. NAICS is often used.
The North American Industry Classification System (NAICS) is an industrial classification system common to Canada, United States and Mexico. Gradually, the SIC system will be phased out in favour of the NAIC system. There are some national differences however so if questions arise you will need to refer to:
Canada - NAICS Canada 2012
U.S. Census Bureau: NAICS
Sophie
Do search ultrasound – then go in to Mergent Online

10. Key library databases – Publicly traded companies
Mergent Online
International coverage
Publicly-traded companies
Infomart (Financial Post)
Canadian coverage
Factiva
Click on companies/markets tab to search for companies
Marketline Advantage
international coverage
Useful for SWOTs and case studies
Lexis Nexis Academic
Useful for SWOTs
For more information see the publicly-traded companies section of our company research guide.
Sophie – do demo using Mergent
A number of options when doing research on a publicly-traded company. Different strengths etc.
Do a quick search using Mergent Online. Search NAICS United States for ultrasound. Show code for ulstrasound device manufacturing. Part of a bigger code about medical devices generally Sort by country to show canadian ones. Mention only publicly traded companies. Show Novadaq.
334510  Medical ultrasound equipment manufacturing   Ultrasound imaging centers

11. Key library resources – Private companies
Hoovers
Publicly traded and private companies
International coverage
infomart (Financial Post)
Canadian coverage
Select Additional databases - > ProFile Canada
Canadian Company Capabilities
Detailed search supports searching by NAICS code and many other criteria
Kim and theater and arts centres – developing a competitors list… (Hoovers via NAICS)

12. Key library resources – Private companies
NetAdvantage
U.S. coverage
Select Directories - > Click on the option to search by private companies which appears under Register of Corporations, Exeuctives and Directors
Bronfman Business Library: Reference Collection
Scott’s Directories T 12.5 C22 O6
Canadian Key Business Directory HG 4090 Z5 C3
Ontario Business to Business Sales and Marketing Directory HF 3229 O5 O56
Ward’s Directory HD 2709 W37 (United States)
Kim
For more information see the private companies section of our company research guide.

13. Non-profit organizations including health-related organizations
Charities
Agencies, Boards, Commissions, Corporations (ABCCs)
Associations
Kim – various types of organizations and depending on the type, where to find the information will change… particularly financiallyr – bit like a private company, but also like a public company… We’ll be talking about this some more later…

14. Finding articles – health-related and non-profit organizations Check out the articles section of the health industry management guide and the non-profit guide.
Journal articles: business literature
Journal articles: health literature
Non-profit journals
Journal articles: interdisciplinary
News articles
Get familiar with key journal databases using the guides we’ve prepared. They also feature lists of key journals for
health administration and non-profit.
Sophie do intro
After introducing to key sections of guides where databases are and lists of journals are, do a search using Proquest (show importance of interdisciplinary for non-profits), then of Medline (Ovid) to show how to make good use of MeSH, then perhaps show how keyword searching of a specific journal can be useful (non-profit example?)
Talk about value of trade journals.
Sophie - Do a search using Medline Ovid.
Kim - Do a non-profit search example that ties in with one of the groups – use Proquest? Nonprofit AND (arts OR theatre) AND education* (look at either result #1 or #4)

15. Industry Trends and Analysis Our checklist helps you identify relevant specialized databases for industry research. Available from 601 workshops web page
Consumer goods and services
Industrial manufacturing
Information Technology
Different databases have different strengths.
Our checklist is geared to help you choose the one(s) that will help you best!
Sophie
Bring them to 601 workshops web page. Show them where checklists are. Talk about the industry checklist.
Talk here about how you look at organization in industry context, e.g. might be health but focus on IT, or may be non-profit but have some connection with a consumer service etc. So need to be aware of the important industry databases and which one works for which industry sector.

16. Industry trends and analysis – library databases Demonstrations
Consumer Goods and Services
Information Technology
Industrial manufacturing
Niche industries – Use IBISWorld or First Research Reports available via Investext Plus (U.S. Focus)
Kim and niche industries – IBISWorld USA and arts
These are just examples. Quite a lot classify industries at broad level but some good for niche industries as shown here.
Sophie - Do an example using Gartner for technology. Keyword ultrasound. Hype Cycle for Healthcare Provider Technologies and Standards, 2012

17. Healthcare Industry Information: Associations/Organizations as Sources of Information
Associations Canada - reference resource in Peter F. Bronfman Business Library - use it to identify relevant associations in many health-related and non-profit fields.
Recommended Resources
Canadian Institute for Health Information The Canadian Institute for Health Information (CIHI) is an independent, pan-Canadian, not-for-profit organization working to improve the health of Canadians and the health care system by providing quality, reliable and timely health information. Ontario Hospital Association:This association, dedicated to the improvement of health care services in Ontario, publishes many reports and other information online of relevance to the study of healthcare industry management, particularly within the context of Ontario
See Associations section of Health Industry Management Guide
Be aware of value of Associations Canada. Kim
Sophie - CIHI – Health System Performance often key. If you need trends with healthcare in Canada e.g. indicators etc. Or if you need to look at hospital performanc.e Types of Care – report on seniors and alternate care.
Also for market research – Factors influencing health.
Do keyword search – seniors – how publications tab
Show associations section of the Health Industry Management Guide.

18. Example: Associations Canada
See Associations section of Nonprofit Research Guide

19. Example: Associations Canada
See Associations section of Nonprofit Research Guide

20. Example: Associations Canada
See Associations section of Nonprofit Research Guide

21. Healthcare Industry Information: Examples of Key Government Sources
Health Canada
Ontario Ministry of Health and Long Term Care
Public Health Agency of Canada
Canada Health Infoway
Canadian Community Health Surveys (via SDA)
Local Health Integration Networks (LHINs)
Sophie
Remember to searches in our catalogue and limit to government publications. Use provincial and federal web sites that are key. Often much good information on healthcare trends and diseases.
Few examples – Public Health Agency of Canada – good on diseases. Show chronic diseases and then asthma. Helps you get facts and figures and publications. Chronic disease Infodatabase. Show asthma as search.
Talk about Canadian Community Health Surveys as source of information – brief demo via SDA
See Government Sources section of Health Industry Management Guide for more information

22. Nonprofit Industry Information: Examples of Key Government Sources
Federal Resources
Canada Revenue Agency: Charities
Industry Canada: Not-for-profit Organizations
City of Toronto Resources:
ABCC Directory
Relationship Frameworks
Remuneration & Budgets
Kim. Show what find in charities. Briefly show industry Canada. City of Toronto – needs a bit of time
See Government Sources section of Nonprofit Guide for more information

23. Market research – market segmentation, consumer analysis
See our market research checklist!
Sophie
Talk about the market research checklist. One thing you may need is market segmentation info or info on consumer buying trends etc.
These databases can help. GMID for consumer goods and services. Marketline helps for even more types of products and services including manufacturing. Not going to have all health and non-profit areas though, e.g. arts, senior services, housing services etc. But can be good for medical equipment, technologies and some other areas.
Do example of Marketline Advantage. Search for medical imaging. Datamonitor report there is also a Five Forces Analysis.
Available in the Reference Room at the Bronfman Business Library. HF 5410 M33

24. Market research – demographic analysis
FP Markets. Canadian Demographics. BBL Ref Room. HF 5349 C2 2012
Very useful for current population estimates for census metropolitan areas in Canada.
Census Profiles
Now contains data released so far from the 2011 census
Can search by place name, postal code or geographic code.
Toronto Neighbourhoods
Bring in FP reference book and talk a bit about it including PYSTE and psychographic data. If your target group has a certain set of lifestyle habits or demographics.
Show Toronto Neighbourhoods. Example of Downsview and age breakdown for 2011 census.

25. Simply Map Canada
Includes demographic estimates (very current) from Environics Analytics and Census data from Allows you to create maps and tables for geographic areas in Canada using demographic variables.
Includes data from Statistics Canada’s Survey of Household Spending and allows you to create maps or tables using selected variables for provinces, census metropolitan areas, zip codes and more.
Allows you to geolocate businesses in a specific industry using NAICS code and other search options.
Features handy wizards and export features
Simply Map Demo
Simply Map Guide with business research scenarios
Sophie
Do an example related to one of the groups e.g. mapping of points (businesses) and show also how it can be used to map a demographic variable.

26. Statistics and data Data & Statistics by Walter Giesbrecht
Statistics Canada
CANSIM
SDA
Business Monitor Online – Burden of Disease Database
Chronic Disease Infodatabase
Sophie
Brief overview.

27. THANKS FOR YOUR ATTENTION – Questions?
Business librarians are available to help you:
at the reference desk
or by chat reference at