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Library and Information Science Program LIS: 693: URLs for Business Librarianship

BUSINESS LIBRARIANSHIP Recommended Readings and URLS

Class 1: Introduction to Business Research pg.1 Class 2: Search Techniques pg. 2 Class 3: Companies pg. 3 Class 4: (a) Accounting pg. 4 (b) Finance pg. 5

Class 5: Capital Markets pg. 7

Class 6: Competitive Intelligence: Industries and Benchmarking pg. 9

Class 8: Marketing pg. 11 Class 9: Applied Economics pg. 12 Class 10: International Economics and Country Data pg. 13 Class 11: International Trade pg. 17 Hawaii Business-Related Websites recommended by Class pg. 20 CLASS 1: Introduction to Business Research Ojala, Marydee. The New Lifecycle of Business Information. Online 30(1) Jan Feb 2006 http://www.infotoday.com/online/jan06/DollarSign.shtml

Keeping Up OCLC Research: http://www.oclc.org/research/publications/default.htm

Original research and articles on topic issues for librarians

JISC (Started as Joint Information Systems Committee: UK) http://www.jisc.ac.uk/p©ublications.aspx

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Key issues in higher education, with focus on libraries and information issues Pew Internet and American Life Project –including Libraries

http://pewinternet.org/Topics.aspx

Lippincott Library‟s (Wharton School) Business FAQs: Answers to a wide range of business questions; most are from free sources; some require access to Lippincott databases http://faq.library.upenn.edu/recordList?library=lippincott Ojala, Marydee. The New Lifecycle of Business Information, Online,30(1) Jan/Feb 2006 http://www.infotoday.com/online/jan06/DollarSign.shtml

CLASS 2: SEARCH TECHNIQUES Li Ka Shing Library‟s (SMU) 21

st century OPAC: http://library.smu.edu.sg

Newspaper websites Newspaper Association of America, International sites: http://www.newsvoyager.com/home.cfm?mid=int

Media Resources Wall Street Journal http://www.wsj.com/ N Y Times http://www.nytimes.com/ Global Edition is Intl Herald Tribune http://global.nytimes.com/ Financial Times http://www.ft.com/ Reuters International http://www.reuters.com/ BBC http://www.bbc.co.uk World News http://www.bbcworldnews.com/Pages/News.aspx?feedName=world CNN Live http://edition.cnn.com/video/ Asia http://edition.cnn.com/ASIA/ Bloomberg http://www.bloomberg.com/?b=0&Intro=intro3 WorldNews Network in multiple languages from multiple sources – with archives http://wn.com/s/worldnews/index.html ; http://archive.wn.com/worldnews/ Yahoo news – headlines on mail and search site http://news.yahoo.com Google news - http://news.google.com Top News (choose your country) http://news.google.com.sg/nwshp?hl=en&tab=wn Chart on newspaper archives from SLA http://www.ibiblio.org/slanews/internet/archives.html

Finding Books and Articles Google Books (http://books.google.com Also provides links to books at your library or location through Worldcat OCLC Worldcat Note that not all OCLC libraries are listed in Worldcat –HSPL is NOT included) http://www.worldcat.org Google scholar –not an authoritative source for citations or publications but an excellent finding aid for people without access to commercial article databases http://scholar.google.com Chace, Zoe (2011) Google's Search Tweak Puts A Company At Risk Google‟s changes in its search algorithm have unexpected consequences for small

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Business. National Public Radio May 3, 2011 http://www.npr.org/2011/05/03/135809341/googles-search-tweak-puts-a-company-at-risk CLASS 3 –COMPANIES Foundation Center‟s access to non-profit organizations‟ tax filings; use to determine if an organization is a legitimate non-profit http://www.foundationcenter.org/findfunders/990finder/ IRS list of Tax exempt organizations http://www.irs.gov/charities/article/0,,id=96136,00.html Business Filings, Inc.: Corporation Filing Requirements for 50 States and District of Columbia Links to states information on how to incorporate http://www.bizfilings.com/states.aspx

Links to states‟ Secretary of State offices for company registration information. Amount of free information varies http://www.coordinatedlegal.com/SecretaryOfState.html **Hawaii Business Registration Division (BREG); search for individual companies http://hbe.ehawaii.gov/documents/search.html **Hawaii State business types: https://www.ehawaii.gov/dcca/listbuilder/exe/builder.cgi Corporate Information.com provides a list of extensions to international company names that help determine which are public and which are private http://www.corporateinformation.com/Company-Extensions-Security-Identifiers.aspx

Company information on the Web FREE access for private companies: check company home pages, ex: http://www.bechtel.com/overview.html or https://www.alohagas.com/about.html Search engine directories

Yellow Pages hppt://www.yellowpages.com International Yellow Pages and other directories (InfoBel)

These sites may offer free searching with additional requirements: – Search with registration; Search with registration and subscription; Search

and pay for individual documents Hoovers (limited free) >19+ million US (Duns company records http://www.hoovers.com FEE BASED:

• Dun and Bradstreet provides free searching and ability to purchase individual credit reports D&B http://www.dnb.com

• Alacra Search across 100 databases and purchase individual reports http://www.alacrastore.com/

SUPPLIER DIRECTORIES • Thomas Register – The Green Book – standard source used for business to • Business in the US and Canada (Free) http://www.thomasnet.com • MacRAE‟s Blue Book Free other standard US and Canadian BtoB source-

http://www.macraesbluebook.com/ • KOMPASS – Most international, extensive product list; search for free but mostly

fee-based content http://us.kompass.com/

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Executive Paywatch (AFLCIO -free) http://www.aflcio.org/corporatewatch/paywatch/ceou/database.cfm U S Executive Compensation Database from Ntl Center for Employee Ownership (Legal\ and Business versions of Lexis-Nexis) or pay at http://www.nceo.org/main/misc.php/id/87/

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CLASS 4: ACCOUNTING AND FINANCE CLASS 4(a) ACCOUNTING

Research Guides • Accounting Research Manager - GBS

http://guides.business.library.emory.edu/accounting (Susan Klopper) • Accounting - SMU

http://researchguides.smu.edu.sg/content.php?pid=79489&search_terms=accounting including “Big 4* (by Celia Cheung)

• Accounting – UHM http://guides.library.manoa.hawaii.edu/content.php?pid=94215&sid=1109680

International Accounting Resources International Accounting Reporting Standards: An AICPA Backgrounder on the proposed transition for US GAAP to the International Accounting Standards

http://www.ifrs.com/pdf/IFRSUpdate_V8.pdf International Financial Reporting Standards Foundation – organization promoting one set of accounting standards worldwide http://www.ifrs.org/Home.htm Accounting Profession

• AICPA=American Association of Certified Public Accountants http://www.aicpa.org/Pages/Default.aspx

• Statements on Auditing Standards (SAS) http://www.aicpa.org/Research/Standards/AuditAttest/Pages/SAS.aspx#SAS1

• White Papers http://www.aicpa.org/_catalogs/masterpage/Search.aspx?S='WHITE+PAPER%22

• Other publications http://www.aicpa.org/Publications/AccountingAuditing/Pages/AccountingAuditing.aspx

• Audit and Accounting Manual • Audit Risk Alerts • Checklists and Illustrative Financial Statements • Financial Reporting Alerts • Key Topics and Industries • Practice Aids • Technical Practice Aids

Accounting Standards

• FASB = Financial Accounting Standards Board http://www.fasb.org/home • FASB Accounting Standards codification; fee based but free to accounting

• Students: Accounting Standards Codification http://asc.fasb.org/imageRoot/77/7484777.pdf

• IFRS / IASC = International Accounting Standards Committee http://www.ifrs.org/Home.htm

Regulator of Companies listed in the U.S. SEC = Securities & Exchange Commission http://www.sec.gov/

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Other U.S. Accounting Bodies Government Auditing Standards (GAO Yellow book) http://www.gao.gov/yellowbook OMB Audit documents through the Federal Audit Clearing House http://harvester.census.gov/sac/ Becoming a CPA – Information and practice tests http://www.aicpa.org/BecomeACPA/CPAExam/ForCandidates/TutorialandSampleT est/Pages/exam_tutorial_parallel.aspx

Becker listing of individual State requirements http://www.becker.com/accounting/cpaexamreview/state/index.cf

**Becoming a CPA in Hawaii From Becker: http://www.becker.com/accounting/cpaexamreview/hawaii/index.cfm

Hawaii Administrative Rules, Department of Commerce and Consumer Affairs, Title 16: Chapter 71 http://hawaii.gov/dcca/pvl/pvl/har/har_71-c.pdf Open Access Accounting Journals CPA Journal (open access - oa) http”://www.cpajournal.com Accounting Today (oa with registration) http://www.accountingtoday.com/global/current-issues.html?pub=prc Big Four Websites

• Deloitte & Touche LLP Deloitte Research and International Tax and Business Guides have useful research reports and guides. Use Advanced Search to find particular services, industries, or publications.

• Ernst & Young EY‟s perspective on pressing business issues and industry analysis are available on Issues and Industries respectively.

• KPMG KPMG Publications has reports, survey, and newsletters on 4 key areas: Audit, Tax, Advisory, and Industry Specific.

• PricewaterhouseCoopers Visit Industries for PwC‟s research and perspective on industry issues. Visit Publications for other PwC‟s reports and newsletters. From Cheung, Celia. Accounting Research Guide 2011

CLASS 4(b): CORPORATE FINANCE Beginner’s Guide to Financial Statements- Clear explanation from SEC http://www.sec.gov/investor/pubs/begfinstmtguide.htm National Regulations Securities Act of 1933 (amended through August 2010) http://www.sec.gov/about/laws/sa33.pdf Securities and Exchange Act of 1934 (amended through October 2010) http://www.sec.gov/about/laws/sea34.pdf

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**Local Regulations: Blue Sky Laws State level security laws to protect investors http://www.sec.gov/answers/bluesky.htm Hawaiian Uniform Securities Act http://www.capitol.hawaii.gov/hrscurrent/Vol11_Ch04760490/HRS0485A/HRS_0485A-.htm

Free SEC Filings Filings for all companies filing with the SEC New interactive interface: IDEA: Interactive Data Electronic Applications http://www.sec.gov/edgar/searchedgar/webusers.htm Yahoo Finance SEC filings for U.S. companies http://finance.yahoo.com/

Home Pages for Commercial Suppliers of Corporate Filings Mergent – Search by company name for PDFs from Mergent News Reports, which include corporate updates: http://www.mergent.com Morningstar -limited free corporate information: http://www.morningstar.com/ Standard & Poors – only free ratings with registration: http://www.standardandpoors.com

Valueline – free commentary and basic corporate information http://www.valueline.com/

Sources of Financial News and Market Data for Classes 4 and 5 These sites have similar information. Look for special features and consider ownership

International focus Financial Times – The UKs premier financial newspaper http://www.ft.com BBC Business – search Market Data for companies filing on multiple exchanges: http://www.bbc.co.uk/news/business/market_data/shares/5/149626/one_month.stm Wright Investors emphasis on international; free and fee http://www.corporateinformation.com CNBC http://www.cnbc.com Motley Fool for personal investors http://www.fool.com/ CNN Financial News http://www.cnnfn.com/ CNN Money http://money.cnn.com/ (see Money 101) Bloomberg http://www.bloomberg.com/ MSN Money http://money.msn.com/ Wall Street Journal Marketwatch with updated newsfeeds: http://www.marketwatch.com/ Bigcharts – for the visual” http://bigcharts.marketwatch.com/ Yahoo Finance http://finance.yahoo.com NASDQ http://www.nasdaq.com/ Investors.com (from Investors Business Daily) http://www.investors.com/default.aspx?fromad=1 InvestorsGuide.com http://www.investorguide.com and research tool:: http://www.investorguide.com/stock-research.php

How to Read a Financial Report" Merrill Lynch. http://www.stanford.edu/class/msande271/onlinetools/HowToReadFinancial.pdf

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CLASS 5: CAPITAL MARKETS (note some overlap with corporate finance. The

emphasis here is on market performance)

Legislation

Glass-Steagall Act of 1933 prohibited banks, investment banks and insurance companies from entering one another‟s business.

Investment Advisors Act of 1940, Amended in 1996: Advisers who have at least $25 million of assets under management must register with the SEC http://www.sec.gov/about/laws/iaa40.pdf

Financial Services Modernization (Gramm-Leach-Bliley) Act of 1999 repealed restrictions of Glass-Steagall, http://banking.senate.gov/conf/grmleach.htm

Dodd-Frank Wall Street Reform and Consumer Protection Act, of July 2010 summary: http://banking.senate.gov/public/_files/070110_Dodd_Frank_Wall_Street_Reform_comprehensive_summary_Final.pdf

Stock Exchange Information SEC requirements based on standards set by individual exchanges: http://www.sec.gov/answers/listing.htm New York Stock Exchange requirements: http://www.nyse.com/content/faqs/1048423424234.html?cat=Listed_Company___General North American Securities Dealers (NASDQ) requirements https://listingcenter.nasdaqomx.com/assets/nasdaq_listing_req_fees.pd

List of Companies trading on the US exchanges: http://www.nasdaq.com/screening/company-list.aspx Over the Counter Markets Electronic trading among broker-dealers http://www.otcmarkets.com/home ADRS: Non-US companies trading but not filing with SEC – Depository Receipts PINK Market – No standards ://www.otcmarkets.com/otc-pink/home International Stock Exchanges

• London Stock Exchange – FTSE • Deutsche Borse Group - DAX • Paris Bourse –part of NYSE Euronext -CAC • Tokyo Stock Exchange Group – Nikkei • Hong Kong Stock Exchange –Hang Seng • Shanghai Stock Exchange - SSE

Indices: Dow Jones Average https://www.djaverages.com/ Component companies https://www.djaverages.com/?go=industrial-components Standard and Poors Index http://www.standardandpoors.com/indices/sp-500/en/us/?indexId=spusa-500-usduf--p-us-l--

Initial Public Offerings from http://biz.yahoo.com/ipo/

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Fixed Income Securities **Municipal Bonds by state, ex Hawaii: http://hawaii.municipalbonds.com/bonds/recent/ (US) Treasury Bonds with information about the Treasury offerings (Bonds, bills, notes) http://www.treasurydirect.gov/indiv/research/indepth/tbonds/res_tbond.htm

Yahoo Bond Center: corporate, Treasury, Treasury Zero coupon and municipal: http://screen.yahoo.com/bonds.html BONDS ONLINE some free http://www.bondsonline.com/ Bond Ratings: There are three major bond rating companies: Moodys (registration required) http://www.moodys.com Standard and Poors (free, includes guide to credit ratings) http://www.standardandpoors.com/home/en/us Fitch Rating Service registration required; fees may apply http://www.fitchratings.com/index_fitchratings.cfm Mutual Funds: covered in Morningstar and Valueline

Other Market Choices Options – buying the opportunity to buy a stock above or below market price Yahoo Finance Options Center: http://biz.yahoo.com/opt Commodities and Futures Chicago Mercantile Exchange http://www.cmegroup.com/trading/agricultural/livestock/frozen-pork-bellies.html Derivatives Chicago Board Options Exchange http://www.cboe.com/ Eurex http://www.eurexchange.com/index.html J-net Osaka Exchange http://www.ose.or.jp/e/derivative/5391 Semi-annual international derivatives statistics from Bank for International Settlements OTC from G10 and Switzerland http://www.bis.org/statistics/derstats.htm Exchange traded derivatives http://www.bis.org/statistics/extderiv.htm Investment Banks Goldman Tops Takeover Tables September 29, 2010: New York Times DealBook Careers-in-Business http://www.careers-in-finance.com/ibtop.htm FT League Tables http://markets.ft.com/investmentBanking/tablesAndTrends.asp

Personal Finance and Financial Literacy NASDAQ to Sell Stock Directly to Consumer http://online.wsj.com/article/BT-CO- 20110601-713248.html AICPA http://www.aicpa.org/ForThePublic/finliteracy/Pages/Home.aspx Securities and Exchange Commission Investor.gov http://investor.gov/ Standard & Poors Financial Literacy Now http://www.netadvantage.standardandpoors.com.eres.library.manoa.hawaii.edu/NASApp/NetAdvantage/index.do http://www.financiallitnow.org/index.shtml

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Financial Literacy and Education Commission http://www.mymoney.gov/

CLASS 6: COMPETITIVE INTELLIGENCE: INDUSTRIES AND BENCHMARKING Opening quote from Sun Tzu's the art of war : plus, the warrior class : 306 lessons in strategy / [by

Gary Gagliardi]. –check library catalogs for different versions of Art of War Industry Research Guides Singapore Management University (2010) Ruth Pagell http://researchguides.smu.edu.sg/content.php?pid=119791&sid=1031551 Resources for hospitality industry research at UNLV by guest Lateka Grays

• http://guides.library.unlv.edu/content.php?pid=10285 • SIBL (New York Public Science Industry and Business)

http://legacy.www.nypl.org/research/sibl/guides/ Competitive Intelligence Handbook (2003), http://www.combsinc.com/chapt1.htm

Coding Systems Industries are organized in hierarchical systems, based on the types of activities, such as agriculture, manufacturing, wholesale – retail, etc. There are there major systems in use worldwide: NAICs codes http://www.census.gov/cgi-bin/sssd/naics/naicsrch?chart=2007

• NAICS – North American Industry Classification System (US, Mexico, Canada) rev 2 (2007)and U.S. SIC (still standard in commercial sources)

• ISIC – International Standard Industrial Classification of all Company Activities rev 4 (2008) (UN)

• NACE – General Industrial Nomenclature of Company Activities rev 2 (2008) (EU) • NACE and ISIC Concordance;

http://circa.europa.eu/irc/dsis/nacecpacon/info/data/en/NACE%20Rev%202%20structure%20and%20correspondences%20NACE%20Rev%201%201%20and%20ISIC%20Rev%204.pdf

NAIC Concordance to SIC and ISIC (also look for issues papers): http://www.census.gov/eos/www/naics/concordances/concordances.html Standard and Poors Global Industry Classification Standard creates a global standard for categorizing companies into industries and sectors for the financial community (GICS) http://www2.standardandpoors.com/spf/pdf/index/GICS_methodology.pdf Porter Michael E. The Five Competitive Forces that Shape Strategy, Harvard Business Review, Jan 2008, Vol. 86 Issue 1, p78-93, Listen to Porter at: http://www.youtube.com/watch?v=mYF2_FBCvXw

U.S. Economic Census: Conducted every 5 years in years ending in 2 and 7; additional surveys in between. Landing page for 2007

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By geographic area : State, county and ZIP Code Business Patterns has data on the total number of establishments, employment and payroll and the number of establishments for nine employment-size categories by detailed industry for over 40,000 ZIP Codes. Concentration ratios The percent of an industry‟s sales attributed to its largest companies http://factfinder.census.gov/servlet/IBQTable?_bm=y&-ds_name=EC0744SSSZ6 Economic Fact Sheets by industry

Industries at a Glance from Bureau of Labor Statistics; bringing together different BLS data sets by industry, including a career guide. http://www.bls.gov/iag/tgs/iag_index_naics.htm

Commercial Databases: Check home pages for commercial databases to learn more about their subscription industry reports

Standard and Poors Industry Surveys http://www.standardandpoors.com/products-services/industry_surveys/en/us

Mergent http://webreports.mergent.com/

Datamonitor 360 http://www.marketresearch.com/vendors/viewVendor.asp?VendorID=72

Hoovers First Research http://www.firstresearch.com/Industry-Profiles.aspx?cmpid=FR_GGL_Industry -Profiles&gclid=CMnev4f71qkCFQVLgwodPlZqNQ

International Governmental Organizations Industry Data (free)

• United Nations Statistics Division undata Select Industry

• OECD (Organization for Economic Cooperation and Development Industrial

Production Check Construction

• Eurostat Structural Business Statistics; European Business Facts and Figures • United Nations World Tourism Organization (limited free information)

http://unwto.org/en

Selected National Industry Resources • Jetro Marketing Guidebook and Industry Sector Reports • Strategis Canada Information by Sector • UK Department for Business Innovation & Skills • U.S. ITA Office of Trade and Industry Information (Manufacturing and Services)

Benchmarking Ranking of companies by “size”, industry or location (options vary by site) Fortune 500 http://money.cnn.com/magazines/fortune/fortune500/2011/full_list/ Forbes World‟s 2000 Biggest: http://www.forbes.com/global2000/

America‟s Largest Private Companies: http://www.forbes.com/lists/2010/21/private-companies-10_land.html

Financial Times 2011 http://www.ft.com/intl/cms/s/2/1516dd24-9d3a-11e0-997d-00144feabdc0.html#axzz1QVuFe0So pdf: http://www.ft.com/intl/cms/33558890-98d4-11e0-bd66-00144feab49a.pdf Also check individual industry trade publications and associations such as: Industry Week Research and Rankings Use Special Issues as a finding aid to publications that include listings – Prices Lists of List Ratios for public companies and their industries are in commercial databases

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Aggregate data for all companies are in subscription e-statement studies Non-US sources: Quarterly Panorama of EU Business (registration required) Latest: : using indices for benchmarks http://epp.eurostat.ec.europa.eu/portal/page/portal/product_details/publication?p_product_code=KS-DL-11-001

Canadian Industry Statistics ex: Retail see SME Benchmarking http://www.ic.gc.ca/cis-sic/cis-sic.nsf/IDE/cis312cote.html

UK Productivity and Competitiveness Indicators http://stats.berr.gov.uk/competitiveness5/index.htm America‟s Top States for Business 2010, CNBC, June 29, 2011 http://www.cnbc.com/id/37554006/ Quality of Life vs Cost of Living http://www.cnbc.com/id/37735449 Complete Rankings http://www.cnbc.com/id/37516044/ CLASS 8 – MARKETING Marketing concepts: Kotler Market Group: Dr Philip Kotler Answers your Questions on Marketing (2010) (http://www.kotlermarketing.com/phil_questions.shtml#answer3 Product - Brands

• Best Global Brands from Bloomberg Business Week – last updated 2009 • Interbrand Best Global Brands

Product – Boston Consulting Group matrix http://www.netmba.com/strategy/matrix/bcg/ Demographics American Factfinder http://factfinder.census.gov/home/saff/main.html?_lang=en

Sample Lifestyle Report SRDS http://www.srds.com/lma/SRDS_LMA_2006_sample.pdf The Survey of the American Consumer http://www.gfkmri.com/ProductsServices/TheSurveyoftheAmericanConsumer.aspx Marketing Research Industry

• GREEN BOOK: http://www.greenbookblog.org/ • Green Book Industry Trends Spring 2011

Much of the information for marketing is available through subscription services or through individual purchases of expensive reports Advertising Red Book – free trial available http://www.redbooks.com/Default.aspx Commercial Sites at UH: Euromonitor International – subscription GMID and commercial site with free analysis and other analyst events http://www.euromonitor.com/analyst-insight MarketResearch.com – The academic subscription has a limited number of the reports with a one year embargo. The commercial site resells a large number of reports http://www.marketresearch.com/ It is recommended that students go to the individual company websites to see what Is available for free http://www.marketresearch.com/corporate/aboutus/publishers.asp?view=2

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Market Publishers – resells thousands of market research reports; abstracts in Factiva

http://marketpublishers.com/docs/contact_us.html Marketing Research Consultancies

• Jupiter (Internet Commerce)

• Gartner (IT)

• A C Nielsen (Media) • Symphony IRI (Scanner Data)

• Forrester • Frost and Sullivan (B to B)

• Pyramid (Communications, Media, Technology)

• IDC (Technology) CLASS 9 APPLIED ECONOMICS

Concepts National Income and product accountsNIPA Handbook: Concepts and Methods of the U.S. National Income and Product Accounts pg. 20; double entry bookkeeping, pg:35

Ways of measuring the size of economies -Purchasing Power Parity (PPP) (World Bank definitions)

Big Mac Index – updated at least annually in Economist Economist October 14 2010

Measures of Inflation http://www.bls.gov/data/#prices

Consumer Price Index ( see detailed CPI pdfs for details by major metropolitan areas

Honolulu collected two times a year ) http://www.bls.gov/cpi/

Producer Price Indiceshttp://www.bls.gov/ppi/ Explanation: http://www.bls.gov/ppi/ppiover.htm#coverag

Sample of specific product indices: http://www.bls.gov/web/ppi/ppitable06.pdf

Implicit Price Deflator http://www.bea.gov/national/nipaweb/TableView.asp?SelectedTable=13&Freq=Qtr&FirstYear=2006&LastYear=2008 Labor force, employment and unemployment (BLS) sample statistics http://www.bls.gov/cps/cpsaat3.pdf Money and Interest Release H.6 Money Supply http://federalreserve.gov/releases/h6/Current/

Release H.15 Interest Rates http://federalreserve.gov/releases/H15/update/

US Government Agencies Bureau of Economic Analysis (BEA) National Income and Product Accounts http://www.bea.doc.gov/bea/dn1.htm Bureau of Labor Statistics http://www.bls.gov Board of Governors of the Federal Reserve http://www.federalreserveonline.org/ About the Fed: http://federalreserve.gov/aboutthefed/default.htm Office of Management and Budget (White House) http://www.whitehouse.gov/omb/ Congressional Budget Office – focus on economy and budget http://www.cbo.gov/ Electronic Access to former KEY print publications:

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Statistical Abstract (2011 last year) http://www.census.gov/compendia/statab/ Survey of Current Business Online http://www.bea.gov/scb/date_guide.asp Economic Indicators released by http://www.esa.doc.gov/about-economic-indicators Reported by http://www.census.gov/cgi-bin/briefroom/BriefRm Monthly Labor Review http://stat.bls.gov/opub/mlr/index.htm Federal Reserve Bulletin http://federalreserve.gov/pubs/bulletin/default.htm

Google Public Data Explorer Dataset Directory – visualization tool for US, World Bank, IMF, EU and more datasets http://www.google.com/publicdata/directory Liber8® - Economic portal for librarians and students from St Louis Federal Reserve Bank http://liber8.stlouisfed.org/ CLASS 10 INTERNATIONAL ECONOMICS AND COUNTRY DATA Federal Reserve Bank St Louis Exchange Rates http://research.stlouisfed.org/fred2/categories/15 Daily, monthly or annual; by country(81); trade weighted GINI and Income Distribution Definition and limited data in World Bank Data all indicators http://data.worldbank.org/indicator/SI.POV.GINI Reported in subscription GMID Who Rules America? Dornhoff (2011) (a liberal view of the U S Unequal distribution of income) http://sociology.ucsc.edu/whorulesamerica/ Country Risk: Economist Intelligence Unit, includes current country risk with registration; risk is also available searching Viewswire on Factiva http://www.eiu.com/public/ Political Risk Group PRS – from Syracuse University, quantifies and rates political risk; very limited free information; subscription or buy data by each element http://www.prsgroup.com/

World Bank Statistical Data and Meta Data eXchange http://data.worldbank.org/ List of who is collecting what Fedstats: http://www.fedstats.gov/agencies/ Extensive listings of raw data and visual data in http://www.data.gov List of state abstracts: http://www.census.gov/compendia/statab/st_abstracts.html

Non-government U.S. research organizations Conference Board (including Consumer Confidence Survey) http://www.conference-board.org/topics/subtopics.cfm?subtopicid=200 NBER (National Bureau of Economic Research) reports and analysis http://www.nber.org/

International Organizations

United Nations Statistical Division - home of undata - collects, disseminates and sets standards for data from its member nations http://www.un.org/Depts/unsd

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Selected Data Sets include: Economic Statistics Monthly Bulletin of Statistics Demographic and Social Statistics Social Indicators http://unstats.un.org/unsd/demographic/products/socind/default.htm Population Environment and Energy (current 4 years require purchase)

World Bank: http://www.worldbank.org Data catalog: http://data.worldbank.org/data-catalog includes: World Development Indicators (Interactive) over 7,000 indicators http://databank.worldbank.org/ddp/home.do African Development Indicators (in PDF) Country at a Glance Tables (AAG) (in PDF) – Select Countries Tab: Search:[ “your country” at-a-glance] ;scroll down for link - Data by Topic (PDF) World Development Report Selected Tables and text (PDF) Commodity Price Data Pink Sheets in PROSPECTS

Mapping for results – mapping the World Bank projects: http://data.worldbank.org/data-catalog/mapping-for-results

International Monetary Fund (IMF) : http://www.imf.org/external/index.htm A mix of fee and free data sites Dissemination Standards Bulletin Board guides countries on their IMF filings Special Data Dissemination Standard (SDDS) http://dsbb.imf.org/pages/sdds/home.aspx General Data Dissemination Standard (GDDS) http://dsbb.imf.org/pages/gdds/home.aspx International Financial Statistics interactive database (subscription) Country pages http://www.imf.org/external/index.htm World Economic Outlook Data Visualization (Google Public Data Explorer) http://www.google.com/publicdata/overview?ds=k3s92bru78li6_ Google Public Data Explorer Dataset Directory http://www.google.com/publicdata/directory OECD - Organisation for Economic Cooperation and Development Selected member nations from most developed countries http://www.oecd.org/home/0,2987,en_2649_201185_1_1_1_1_1,00.html Easy to use prepared tables OECD. StatExtracts with forecasts http://www.oecd.org/document/0,3746,en_2649_201185_46462759_1_1_1_1,00.html OTHER United Nations RELATED ORGANIZATIONs

Agricultural Statistics (FAOSTAT) http://faostat.fao.org/default.aspx Education and Culture Statistics (UNESCO)

http://www.uis.unesco.org/Pages/default.aspx

External Trade (UNCTADSTAT http://unctadstat.unctad.org/ReportFolders/reportFolders.aspx?sCS_referer=&sCS_ChosenLang=en

Labor Statistics (ILO LABORSTA) http://laborsta.ilo.org/

Health with data and maps WHO http://www.who.int/research/en/

External Debt reported by Bank for International Settlements, IIMF, WB, OECD

C Ruth A. Pagell Page 16

ICT (International Telecommunications Union Free Stats) main source for telecomm and internet data used by other agencies http://www.itu.int/ITU-D/ict/statistics/

European Union - Europa home page for policies, activities and a link for businesses: http://europa.eu/index_en.htm Eurostat – home for EU statistics: http://epp.eurostat.ec.europa.eu/portal/page/portal/eurostat/home UN Regional Economic Commissions home page: http://www.un.org/regionalcommissions/

Economic Commission for Africa - Addis Ababa, Ethiopia (ECA) http://www.uneca.org/; features African Statistical yearbook in cooperation with African Development Bank (AfDB), the African Union Commission (AUC),

Economic Commission for Europe - Geneva, Switzerland (ECE) focus on forest sector http://www.unece.org/

Economic Commission for Latin America and the Caribbean –Santiago, Chile (ECLAC) http://www.eclac.cl/default.asp?idioma=IN

Economic and Social Commission for Asia and the Pacific - Bangkok,Thailand (ESCAP) http://www.unescap.org/ including Economic and Social Survey of Asia and the Pacific, with current year data http://www.unescap.org/publications/detail.asp?id=1435

Economic and Social Commission for Western Asia – Beirut, Lebanon (ESCWA)

http://www.escwa.un.org/

Development Banks and other Regional Organizations

Inter-American Development Bank (IDB) http://www.iadb.org/en/inter-american-

development- bank,2837.html including: DATAINTAL, regional trade database http://www.iadb.org/dataintal/default.aspx

DataGov, Governance indicators from key public databases consolidated for all

Countries http://www.iadb.org/en/research-and-data/statistics-and-databases,3161.html

Organization of American States (OAS) http://www.oas.org/en/default.asp includes trade and tourism policy and links SICE http://www.sice.oas.org/TRADEDATA/MultiReg_E.ASP

Asian Development Bank http://www.adb.org/ publishes Asian Development Review, Key Indicators; http://www.adb.org/Economics/

Organization of African Union http://www.au.int/en/ African Union Navigator from NYT http://topics.nytimes.com/top/reference/timestopics/organizations/a/african_union/index.html

Organization of the Petroleum Exporting Countries (OPEC) http://www.opec.org/opec_web/en/, includes market indicators for Petroleum

Finding aids for Government Websites • National Statistical Offices http://unstats.un.org/unsd/methods/inter-

natlinks/sd_natstat.asp • Central Banks http://www.bis.org/cbanks.htm • Foreign Embassies in DC http://www.embassy.org/ • World Chambers of Commerce http://chamberdirectory.worldchambers.com/

C Ruth A. Pagell Page 17

• Stock Exchanges http://www.wikinvest.com/wiki/List_of_Stock_Exchanges

• National Government sites http://dir.yahoo.com/government/countries/ Benchmarking Countries and Economies

World Bank” Doing Business Economy Rankings http://www.doingbusiness.org/

World Economic Forum: Global Competitiveness Report http://www.weforum.org/issues/global-competitiveness

IMD World Competitiveness Yearbook http://www.imd.org/research/publications/wcy/index.cfm?TEA2=true

Democratic Leadership Council (DLC World‟s Top 50 “economies” (July 2010) http://www.dlc.org/ndol_ci.cfm?contentid=255173&kaid=108&subid=900003

IMF Committees, Groups, And Clubs http://www.imf.org/external/np/exr/facts/groups.htm

Group of Twenty (G-20) Finance ministers and Central Bank Governors from 20 largest Economies http://www.g20.org/about_what_is_g20.aspx Group of 8 (G-8) from G-8 Information Center at University of Toronto http://www.g8.utoronto.ca/ Asian Pacific Economic Cooperation http://www.apec.org/en.aspx\ National Center (US ) http://www.ncapec.org/about/index.html International Government Resources – U.S. sources

• Bureau of Economic Analysis - International Economic Accounts http://www.bea.gov/international/index.htm

• Bureau of the Census International Programs http://www.census.gov/population/international/ with Population Pyramid http://www.census.gov/ipc/www/idb/informationGateway.php

• Department of State Countries and Regions including Background Notes and Human Rights Report http://www.state.gov/p/

• CIA World Factbook https://www.cia.gov/library/publications/the-world-factbook/index.html

• Federal Reserve Bank St. Louis (FRED) http://research.stlouisfed.org/ and International Economic Statistics simplified data interface http://liber8.stlouisfed.org/iesd/

• International Trade Administration see more in Class 11 http://trade.gov • Finding Aids - Fedstats, existing list by agency http://fedstat.gov and the new

Obama initiative of raw data sets, http://data.gov Nongovernmental and University Websites

• Northwestern University http://libguides.northwestern.edu/content.php?pid=104366&sid=1400613

• Michigan State University International Business http://global.broad.msu.edu/ibc/ • Law Library of Congress Multinational law

http://www.loc.gov/law/help/guide/international.php • Emory University‟s Electronic Data Center

http://einstein.library.emory.edu/links.shtml • ICPSR list of international sites (Inter University Consortium for Political and Social

Research http://www.icpsr.umich.edu/icpsrweb/IDRC/

C Ruth A. Pagell Page 18

• University of Michigan Non-governmental Organizations http://guides.lib.umich.edu/content.php?pid=26817&sid=193936

• **CIBER Center for Business Education and Research network of U S Universities site in Shidler PAMI (Pacific Asian Management Institute) http://www.shidler.hawaii.edu/Default.aspx?tabid=930

• Freedom in the World 2001 Survey from Freedom House http://www.freedomhouse.org/template.cfm?page=594

CLASS 11 INTERNATIONALTRADE

Product Coding for Trade Harmonized Tariff Schedule of the United States (2011); includes the up-to-date codes and tariff information http://hts.usitc.gov/ SITC Rev 4 (2006) To analyse international merchandise trade http://unstats.un.org/unsd/trade/sitcrev4.htm

Sources of Trade Data from the United States

United States ITA http://trade.gov

US & Foreign Commercial Service – promotes trade http://trade.gov/cs/

Manufacturing and Services (MAS) works with industries http://trade.gov/mas/

Market Access and Compliance (MAC) overcomes trade barriers; IP agency http://trade.gov/mac/(IA)

Import Administration enforces U.S. trade laws http://trade.gov/mac/

Export.gov helps U.S. companies export http://export.gov Basic Guide to Exporting – For over 70 years, the standard; includes Success Stories http://www.export.gov/basicguide/ Market Research Reports and Country Commercial Guides through buyusa.gov – searchable from the U.S.; registration required http://www.buyusainfo.net/adsearch.cfm?search_type=int&loadnav=no

Trade Data Tools Trade Stats Express free visualization tool for US as a whole and states http://tse.export.gov/TSE/TSEhome.aspx USA Trade Online subscription service – the official source of Merchandise Trade Data from Foreign Trade Division of the United States Census Bureau – by product, Port and destination http://www.usatradeonline.gov/ PIERS – Product Import/ Product Export – Commercial database to individual transaction by company by port by destination http://www.piers.com/

United States International Trade Data from Census Bureau Trade in Goods and Services

U.S. Trade in Advanced Technology Products by product group and country

Global Reach Blog of U S Census Foreign Trade Division http://blogs.census.gov/globalreach/ State Trade Data by 6-digit HS codes and top partners http://www.census.gov/foreign-trade/statistics/state/data/index.htm

C Ruth A. Pagell Page 19

Description of compilation of trade data

http://www.census.gov/foreign-trade/about/index.html

United States Department of Agriculture Foreign Agriculture Service

Trade by agricultural commodity http://www.fas.usda.gov/gats/default.aspx

Country reports for top agriculture trading partners

http://www.fas.usda.gov/countryinfo.asp

World Production, Market and Trade Reports- serves as industry report for selected

agricultural areas http://www.fas.usda.gov/report.asp

Sources of Trade Data from International Sources

** Access data through WITS World Integrated Trade Solution Platform http://wits.worldbank.org/wits/

United Nations Statistics Division (UNSID) – ** UN Comtrade and Trade in Services http://comtrade.un.org/

Trade in Services http://unstats.un.org/unsd/tradeserv/default.htm United Nations Conference on Trade and Development (UNCTAD) ** TRAINS (Trade Analysis and Information System) Tariffs and flows http://r0.unctad.org/trains_new/index.shtm

Unctadstat Reports – 20 years of aggregate data http://unctadstat.unctad.org/ReportFolders/reportFolders.aspx

World Investment Report http://www.unctad.org/Templates/Page.asp?intItemID=1485&lang=1

• World Trade Organization WTO Trade and Tariff Data http://www.wto.org/english/res_e/statis_e/statis_e.htm Trade Policy Reviews http://www.wto.org/english/tratop_e/tpr_e/tpr_e.htm

** Tariff Databases (IDB/CTE) http://www.wto.org/english/tratop_e/agric_e/wkshop_sep09_e/session6_e.pdf

Table of available data and reports http://www.wto.org/english/res_e/statis_e/looking4_e.htm

• International Trade Centre focus on small business (UN and WTO) http://www.intracen.org/ Statistics, and codes http://www.intracen.org/tradstat/

Trade Map –Statistics for international business development –free to developing countries Indicators (not visual) Information by country for exporters Country Map analyzes relationship between import/export (2-digit, 1 yr lag)

• International Monetary Fund –Direction of Trade Statistics –subscription • OECD International Trade Tables – aggregate for limited number of countries –

search for “trade” • Inter-American Development Bank DATAINTAL, trade database

http://www.iadb.org/dataintal/default.aspx

World Bank and Tuck(Dartmouth ) Center for International Business. Global Preference Trade Agreement Database (GPTAD) NEW Preferential trade agreements, including those not part of WTO http://data.worldbank.org/news/global-preferential-trade-agreement-database

Finding Aids for trade sources: For a more complete list of international links,, check International Resources by Theme –

Trade from Northwestern University Library

C Ruth A. Pagell Page 20

Links to international and regional trade sources from Organization of American States http://www.sice.oas.org/TRADEDATA/MultiReg_E.ASP Trade Resources and Trade Leads

• World Trade Point Federation UNCTAD for SMEs including trade opportunities, includes Global Trade Directory System: http://www.tradepoint.org/

• World Trade Centers Association –services for members

http://world.wtca.org/portal/site/wtcaonline **Hawaii‟s Center –Business Development and Tourism http://hawaii.gov/dbedt/

• Export.gov Trade Leads database (registration) http://export.gov/tradeleads/index.asp • Multilateral Development Banks

http://www.export.gov/tradeleads/eg_main_018573.asp • FDInet (World Bank) Opportunities

http://www.fdi.net/opportunities/infm_resource.cfm?parent_infid=100&srcpg=14 • GlobalEdge – register for GlobalEdge Network

http://globaledge.msu.edu/memberinfo.asp

• Global Business eXchange (World Chambers of Commerce) http://gbx.worldchambers.com/

U S Regulations Customs and Border Patrol (http://cbp.gov) Basics for importing and exporting http://www.cbp.gov/xp/cgov/trade/basic_trade/ Import Trade Trends Report http://www.cbp.gov/xp/cgov/trade/trade_programs/trade_trends/ Duty and Tariff Rates http://www.cbp.gov/xp/cgov/trade/trade_programs/duty_rates/

Foreign Direct Investment Bureau of Economic Analysis U S Direct Equity Investment abroad by country and industry http://www.bea.gov/international/di1usdop.htm Direct Investment in the U.S. http://www.bea.gov/international/di1fdibal.htm Articles including US Affiliates of foreign companies http://www.bea.gov/scb/pdf/2010/11%20November/1110_us_ops.pdf UNCTAD Global and Regional FDI Trends Monitor http://www.unctad.org/templates/Page.asp?intItemID=5225&lang=1 World Investment Report http://www.unctad.org/Templates/Page.asp?intItemID=1465 Miscellaneous America‟s Top States for Business 2010, CNBC, June 29, 2011 http://www.cnbc.com/id/37554006/ Quality of Life vs Cost of Living http://www.cnbc.com/id/37735449 Complete Rankings http://www.cnbc.com/id/37516044/

C Ruth A. Pagell Page 21

HAWAII BUSINESS -RELATED WEBSITES RECOMMEND BY LIS 693, June 30, 2011

Guannan Liu, Jenny Yamamoto, Julie Motooka, Sandra Shitanishi, Sean Thibadeaux, Trisha Yee

Hawaii Business Roundtable, Incorporated:

http://www.hibusinessroundtable.org/

According to its site, HBR is a “statewide public policy organization made up of the CEOs and senior executives of companies headquartered or maintaining significant operations in Hawaii.” Its mission is to “promote the overall economic vitality and social health of Hawaii” by focusing “on a limited number of specific issues where the knowledge and perspective of its members can make a unique contribution.” Has News & Resources links which includes Peoples’ Pulse Public Opinion Survey.

Hawaii Legislative Reference Bureau: http://www.state.hi.us/lrb/

Provides non-partisan, factual information on governmental issues and online handbooks and guides to the legislative process. The LRB provides session legislative statistics, reports, directories and assistance with retrieving text of the Hawaii Revised Statutes. They maintain a research library and are a resource for assisting public participation in the legislative process.

Hawaii Small Business Development Center: http://www.hisbdc.org/Home.aspx

Brings together federal, state, and local resources, with the private sector and educational community. Provides business consulting, research and training to potential and current business owners. Includes,

Hawaii Business Research Library: http://www.hbrl-sbdc.org/

Useful resources for small businesses in Hawaii, such pdf publications, newsletters, data, and statistics. Offers free password access for their subscription to the Gale Virtual Reference Library; Includes sample business plans.

Hawaii Business Magazine: http://www.hawaiibusiness.com/

Hawaii Business Magazine is developed and updated in Hawaii and therefore, offers a lot of current information about Hawaii‟s different major business industries, current data, topics of importance for business individuals/companies and other resources. It is user friendly and thorough - . at $.05 per record. As mentioned these folks may not be service oriented.

Hawaii Business Magazine’s Black Book 2010:

http://www.hawaiibusiness.com/Hawaii-Business/December-2010/Hawaii-Business-

magazine-rsquos-Black-Book-2010/

o “…a compilation of biographies of executives listed in the magazine‟s Top

250 August issue and other top Hawaii executives.”

C Ruth A. Pagell Page 22

o Available in spreadsheet format. Purchase here:

http://www.hawaiibusiness.com/Hawaii-Business/Data-

Purchase/?djoPage=products

Hawaii Business Magazine: Top financial advisors:

http://www.hawaiibusiness.com/Hawaii-Business/Hawaii-Data/Top-Financial-

Advisors/

o Provides brief info on rank, firm and account sizes ($ amounts).

Hawaii Business Magazine [news archives]:

http://www.hawaiibusiness.com/Hawaii-Business/Hawaii-Data/

From the Archive banner tab, news stories are available classed by industry: Tourism, Military, Agriculture, High Tech, Construction, Real Estate, Finance, Energy, Retail, Health , Non-profits, Government, Labor.

Hawaii Business online library: http://www.hawaiibusiness.com/Hawaii-

Business/digital-library/

Brochures/reports on various Hawaii topics, available for download (pdf) or through online viewer. Free. Geared toward the layperson. Examples: Top 250 company profiles 2010; Top 100 realtors 2011; Kapolei Magazine.

Pacific Business News: http://www.bizjournals.com/pacific/

Pacific Business News is a part of American City Business Journal s Inc., a national business journal It has business news , a local company directory and access to local news from companies nationwide and a local executive directory. It isn‟t as comprehensive as Hawaii Business Magazine and its website.

Hawaii Reporter: http://www.hawaiireporter.com/

o Independent, online news journal has sections including Economic Booms

and Blues, Smart Business Focus, and Technology and Media as well as

Business Directory of local businesses and gives option to add your

business.

COMPANIES

Better Business Bureau Hawaii: http://hawaii.bbb.org/

o An important website for those considering doing business in Hawaii and

those seeking the complaint histories of potential business partners/clients

Hawaii.gov Business Resources: http://portal.ehawaii.gov/business/business-

resources.html

o Official Hawaii government site including links to resources such as

business complaint history search, annual report filing, registration FAQs,

and more

C Ruth A. Pagell Page 23

..STATE OF HAWAII DEPARMENT OF COMMERCE AND CONSUMER AFFAIRS

DCCA Business Registration Division (BREG) Business Name Search:

http://hbe.ehawaii.gov/documents/search.html

o Essential for confirming the existence of locally registered business.

o Provides following info fields: MASTER NAME, BUSINESS TYPE, FILE

NUMBER, STATUS, PURPOSE, PLACE INCORPORATED,

REGISTRATION DATE, MAILING ADDRESS, TERM, AGENT NAME,

AGENT ADDRESS

DCCA Business Registration Division (BREG) Business Entity List Builder:

https://www.ehawaii.gov/dcca/listbuilder/exe/builder.cgi

o Purchase a customized list of businesses registered in the State of Hawai„

DCCA Business Action Center: http://hawaii.gov/dcca/bac/welcome/

o Providing workshops and digital resources for potential and current small

business owners.

DCCA Regulated Industries Complaints Office: http://hawaii.gov/dcca/rico/

o RICO “assists the public and licensees through education and through

enforcement of many of the state‟s professional licensing laws.” Links to

“Check out a business online” service where you can research individual or

company licensing information, find complaint history

HAWAII STATE LEGISLATURE

Hawaii State Legislature Search: http://capitol.hawaii.gov/site1/search/search.asp

o Search full text (keyword) of current bills and resolutions.

Bill Status and Documents: http://capitol.hawaii.gov/session2011/

o [anticipate this URL changing every session]

o Search regular session bills, resolutions, reports, and notices by bill number.

Find daily materials by date.

Legislative Information Find Legislator:

http://capitol.hawaii.gov/site1/info/vstreet/voterinformation.asp

o Search by county and street name or zip code to identify a legislator.

Legislative Information Legislative Directory:

http://capitol.hawaii.gov/site1/info/direct/direct.asp

o Browse a list of State Senators or Representatives.

Hawaii State Legislature Archives:

http://capitol.hawaii.gov/site1/archives/archives.asp

o Browse for bills, acts, vetoed bills, etc. from 2000 - 2010. Material available

in pdf.

Hawaii Revised Statutes: http://www.capitol.hawaii.gov/site1/hrs/default.asp

o Search full text or browse Hawaii Revised Statutes 2010.

INDUSTRIES

C Ruth A. Pagell Page 24

State of Hawaii Department of Business, Economic Development & Tourism:

http://hawaii.gov/dbedt/

DBEDT is the state‟s resource center for economic and statistical data, business development, energy and foreign trade. DBEDT provides Administrative Rules for the offices that they oversee. They also generate information on the state‟s visitor statistics program and participate in joint federal-state cooperative programs with the U.S. Census Bureau.

Hawaii Tourism Authority Hawaii Research and Reports:

http://www.hawaiitourismauthority.org/research-reports/

o Search by keyword for HTA generated reports; browse research and reports

from left sidebar.

Smart Business Hawaii , http://www.smartbusinesshawaii.com/

formerly Small Business Hawaii: o A business and trade organization Has links and directory listings for

member businesses, publications for sale

Email:rpagell@hawaii.edu with recommendations for additional links