Simmons Database Access

A student from CU-Denver called to see if she could use the Simmons database. In the past we've been able to allow students from that campus to use Simmons but the vendor has restricted us to only CU-Boulder students. She was going to inform her professor so he wouldn't tell the students to come here to use it.

Simmons database syntax

e-mail from Gene:
We have students working on a Simmons database problem and they have had a question about using the NOT operator. They have been asked to find customers who shop at JC Penneys and not Walmart, but when we tried the NOT operator it was not working. Matt contacted Simmons and learned that the correct syntax is “AND NOT.”  If you get questions about this, hopefully this will resolve the problem.

CCH Accounting Research Manager

ACCT 5700 Sec.002 instructor Alan Jagolinzer is requiring his students to access accounting standards from our CCH database. Here are his instructions in case students ask us for help:

(1) Go to the CU Leeds Library webpage: http://ucblibraries.colorado.edu/business/index.htm
(2) Scroll down to find the "CCH Accounting Research Manager" link and click the link.
(3) To the right of "Accounting Standards", hit the "IASB" link.

NOTE (in case of telephone or chat): LOGIN THROUGH A VPN CONNECTION FROM HOME .

Finding Tearsheets in Mergent Online

The Mergent Online interface has changed and some of the content has moved. To find the tearsheets (a.k.a. "factsheets"), select the "reports" tab.

Of the sub-categories within the reports tab, choose "Mergent Reports."

There will be several choices for the type of report. Choose "factsheet." You'll see a preview of the factsheet on the right. To see the full-size image, click on the Adobe icon underneath the preview. It is a very tiny icon.

Problems with Investext

Investext will only work using Internet Explorer. When you try to open any of the historical SEC documents, you may get the "pop up blocker" message at the top of the screen. To open the file, you have to click the message a the top of the screen that says "To help protect your security, Internet Explorer blocked this site..." etc.

Right click on that message, and you will see the option to open the file.

Then the file should open in Excel. If it does not open the first time, you should be able to click on the link for the document again and it will open. Please let me know if you have any questions.

Investext Reports

e-mail from Gene:
Corey Seeman, the Director of the Kresge Business Administration Library at the University of Michigan recently sent this email regarding Investext reports. We subscribe to Investext through Thomson Research, but it is listed on our webpages under "Investext." This may be helpful for figuring out how to navigate, so I wanted to share it with you all.

Investext Analyst Reports - Thomson Research
• Research Reports will appear on the upper right hand side of the data for the companies that you are searching. It also shows up on the first page. Click on that link to conduct a search.
• If you have pulled up a company record, Thomson Research will show the most recent reports for that company. You can also pull up three different groups of reports:
o Click Morning Meeting Notes to view the collection that contains "timely information on companies and industries from analysts at some of the world's leading investment banks."
o Click Investext Research Reports to view the collection of Investext reports "authored by top analysts from over 800 brokerage houses, investment banks, and consulting firms worldwide."
o Click Complete Reports List to view both of these reports together.
• Viewing Reports
o Once you have found reports via the search or browse, you can view them.
o Select the reports that you wish to view (clicking in the check box)
o Click the View button.
 At this point, you can select either the full report (check box next to the investment bank's name) or individual pages.
 If you are using Internet Explorer, you can click on the Select All button. If you are using Firefox, you need to re-select the reports individually.
o Click the View button to open the PDF.
o Thomson Research will pull together ALL the selected reports into a single PDF file.
• Additional Notes
o Ignore the cost associated with the report - that is for informational purposes only. Our subscription to this database pays for all usage.
o The Email Order will only send report information, NOT the full reports.
o The Save Results to File option will only send the report information such as titles, authors, & dates.

Standard & Poor's Research Insight

Research Insight, the financial software used by Michael Stutzer and some other professors in the Business School, has been installed on all the computers in 100B. It is gradually being installed on the computers in the Info Commons but isn't complete yet.

Students are being taught how to access and use the software, but in case they ask where it is, here are the steps for getting into it:
1. From the start menu, open Excel
2. Along the top row of the toolbar click on "Add-Ins"
3. A wide shaded workspace opens below the toolbar with "RI Web" identified in the first column
4. Enter the ticker symbol in the search box
5. Choose "Report" to get results; there is a lot of data so it can take 1-2 minutes to download

The students should know how to proceed from here. We have a set of manuals on Circ Reserve that are a few years old, but I've been told that the software probably hasn't changed much and could be checked out to students wanting more information.

Bloomberg Room 100S

Bloomberg will be in heavy use this semester, as a professor assigned it to her class. Please remind the patrons that they get it for only the two hours that they have it signed-up for. If they are more than 15 minutes late, we can give the room to someone else. I will make a sign for the desk.
(e-mail from Betty)

Bloomberg Terminal Upgrade

With the new upgrade to the Bloomberg terminal in the library and with the help of the LTS staff, the Bloomberg terminal now allows users to create an interactive spreadsheet in Excel. Bloomberg offers a variety of functions that let you pull data directly into the spreadsheet. In addition, you can also print the Bloomberg screens to a PDF file, or email the screens to your email account. Please note that because much of the Bloomberg data is proprietary, you cannot export the spreadsheets to another computer; when there are functions in the spreadsheet that pull the data out of the Bloomberg system, they will only work while you are logged into the Bloomberg terminal.
(e-mail sent from Gene)

Online Access to Advertising Age

I've set up an online account for the link to Advertising Age, listed in the Advertising Industry category in our Research Guides by Topic section. The online version provides access to all articles in the print edition plus other information students might find useful.
The user name is "business library" and the password is "buffaloes" (no quotes). The circ desk will also have a folder that students can check out.

Simmons now available

Simmons Choices 3 is now working on all the computers in the computer lab 100B. It works only on computer #30 in the Info Commons - that's the computer nearest the entrance to the library.

Two New databases added to the homepage

I have added two new databases to that you are free to peruse.

CCH Accounting Research Manager (Campus-wide/Remote Access) CCH's Accounting Research Manager® is the most timely and comprehensive online database of expert-written analytical accounting, auditing, governmental, internal controls and SEC information as well as primary source data. Updated daily, it provides current, complete and objective resource for your financial reporting needs.


Emerald (Campus-wide/Remote Access) Full-text of library and information science journals. Access more than 75,000 full text articles, 200,000 reviews from the world's leading management journals, plus case studies, literature reviews, book reviews, conference information, interviews, and profiles

Simmons in the Computer Lab

Students can run searches on Simmons in the computer lab downstairs. We can have four concurrent users access the database which will continue until the subscription problem is resolved.

Also, because of the Simmons problem ITS discovered when they installed Vista on the computers in the Info Commons, they did not change the computers in the lab.

Ad$pender - New Database

Available in the business library only, AdSpender is the online continuation of the print volumes of Ad $ Summary which stopped coming in 2005. It requires a username and password on reserve at the circ desk and is restricted to current UCB students and faculty. See the Library homepage for a description of the database.

Adjustments to the list of databases on the homepage

Proquest Central has been added to the list of databases we subscribe to, however the following have been cancelled: Promt, Business Index ASAP and InfoTrac Small Business Collection have been canceled since we now have PQ Central. Within ProQuest Central there are other databases that can be searched including hoovers, historical annual reports, snapshots, banking information, etc.

Value Line Historical Reports

Info from Gene:
To access historical reports in Valueline back to 1997, follow these steps:
Click the link to the "Plus Edition" on the left side menu under "Quick Index."
Click the link for "Historical Reports"
Enter a ticker symbol or company name, and select the date of the issue you want Then click "search"

CD ROM Computer

E-mail message from Gene:
Over the next few weeks I will be going through our CD Rom collection downstairs to determine what we can run on the CD ROM station that is in the microfilm/fiche room. So far I have looked at the County & City Data Book, the Statistical Abastract of the US, Census Catalog, and County Business Patterns, and have found that the files on these CDs can be opened with Adobe Acrobat or Excel viewer, or else the CD has its own program for reading the contents of the CD.
The station has a desktop image that says "This Station is for CD ROM use only. Please ask at circulation for assistance." The computer does not have internet access, and very little software capability. If someone asks for assistance with the CD, please try to help them if possible (once you put the cd in it should hopefully be obvious what to do next!) but if you have trouble, please don't hesitate to refer the question to me. If I'm not here, you can always tell the individual that they need to contact me by email/phone to make an appointment.
The computer should remain on, but if for some reason it gets turned off or rebooted, here is the log in information: Username: CDuser Password: business cd computer. Please note that the login is case sensitive.
I hope to go through the list of CDs that Janet and Kate put together
(Thanks!) and make a notebook showing what type of viewer is needed for each CD set. I'll keep you informed of the progress!

Value Line Searching

From Gene in an e-mail:
There is some confusion about how to access the Value Line report using the Value Line database, so I wanted to make sure everyone knows where to locate it. When you do a company search, using the symbol search box on the top right, you will get a brief report with a series of tabs across the top that
say: "Quote," "News," "Options," etc.

Just above those tabs you will see a little PDF icon and a link that says:
"VL Report." That is the report that matches the page we are used to seeing in the print edition.

Value Line

Access to the Value Line database is now working at the reference desk and on Gene's workstation, so it should be working on everyone's computer - if not, let Gene or me know. The link is on our homepage and is available on all the public computers. Remember that it's available only in the Business Building if any faculty or students ask.