Research Tips for ACCT 302:

Intermediate Accounting

Paul BogerCGPS Reference Librarian

pboger@umw.edu

Library Research Tools Library Catalog

Searches Simpson Library, CGPS Library, and 2 online book collections

Titles of Books Titles of Journals, Magazines and

Newspapers Databases

Articles in Journals, Magazines and Newspapers

Company and Industry Information Journal Finder

Use the Journal Finder :

• When you already know what article you are looking for

• If you want to see if the library owns a specific publication

Journal Finder

• Enter the name of the journal• Click “Search” OR• Use the “Browse” feature to find a publication

• Locate your publication• Check the years covered in the database• Click on the name of the database

• Enter a portion of the article’s title • Click “Run Search”

• Click the article’s title to access the complete document• You can email, print, and save document

Where do I begin?

How can I find company financial information?

Databases – 24/7 Database A-Z list Databases by Subject Research Guides

• Click the drop-down menu by “Research by Subject”

• Click on Business – CGPS to access suggested research resources

• Click the “GO” button

Research Guide

• Click on the “Database” option

Research Guide

• Click on the name of a database to begin searching

Can I use the databases from home?

jsmith

password

• You will have to log-in to the databases when off-campus

• Contact the Library if you have access problems

• Enter a company name or ticker symbol• Click “Search”

- Company Financials

• Use the Tabs to navigate to different company data• Use “Company Financials”, “Annual Reports”, or “EDGAR” to access company financial details

- Company Details

• Use the drop down menus to find different sets of information• Use the sub-tab options to find different sets of information

- Company Financials

• Click the “EDGAR” tab to search for 10-K reports and other SEC filings• Click on the icons to retrieve full text documents

- SEC Filings

• Click the “Annual Reports” to access company annual reports• Click on the links to access to the complete document

- Annual Reports

: Company Dossier Search

• Perform a “Company Dossier” search

• Enter your company name or ticker symbol

• You can search for private or public companies

• Click “Search”

• Click the name of your company when it appears

• Under “Company Type”, note the differences for parent vs. subsidiary, and public vs. private companies

: Company Dossier Search

: Company Dossier Results

• Use the Reports menu to locate additional information on a company

• Click “Financial Information” for financial details

: Company Dossier Results

• You can download, print, or email any portion of the financial data

: SEC Filings

• Under the “Business” subject area, you can search for SEC reports

• Using the menu on the left, click “SEC Filings”

: SEC Filings

• Enter a company name, ticker symbol, or keyword to retrieve full text SEC filings

• Use “Sources” to search for a specific SEC form

• Limit your searches by time period

: Accounting

• Also under the “Business” subject area is an “Accounting” option

• Search through a variety of full text accounting publications

• Search by keyword

• Select your Sources

• To search for company financial information, click the “Companies/Market” selection in the top menu

- Company Search

• Click the “Company” option

- Company Search

• Search by company name or ticker symbol

• Click the magnifying glass icon to begin your search

- Company Search

• To view financial information, click the “Financial Results” link

- Company Search

• Access five years of (full text) financial information

- Financial Results

• Try different databases

• Try different keywords

• Use an “asterisk” for multiple word endings - *

• Phrase Searching - quotation marks

• Avoid stop words like: in, an, of, for, on, by

• Ask Librarians for assistance

• Writing Center

Need help? Have Questions?

Come to the Library Mondays - Thursdays 1 p.m. -

9 p.m. Fridays 1 p.m. - 7 p.m. Saturdays 9 a.m. - 3 p.m.

Contact the Library Staff cgpslib@umw.edu 540-286-8025 IM: cgpslibrary

Set up a Research Appointment pboger@umw.edu 540-286-8066

Served at 5:30 pm

(Monday through Thursday)