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Proxy Statement Your guide to business research & data news from the UConn Library


My first Thanksgiving, and I have many things to be grateful for after almost a year of living in Connecticut: being part of a community of business librarians from the New England region, working on a unique collection on small business in Connecticut, and planning an upcoming workshop on inclusive entrepreneurship.

The Connecticut Open Educational Resources Coordinating Council is calling for applications to support open education resources (OER). Eligible OER projects include:

  • Review – Evaluate an openly licensed textbook or other open content related to your course/discipline and write a review for public display.

  • Adoption – Adopt an existing open textbook or open course content with little to no changes made to the content.  This is for an individual faculty member seeking to transform their course by adopting OER materials. 

  • Supplemental – Develop missing ancillaries for currently adopted OER such as quiz question banks, lecture slides, or lab manuals. This is for an individual faculty member seeking to substantively supplement their adopted OER materials.

  • Impact – For collaborative, larger-scale proposals not covered by the categories above that demonstrate a high impact on student success through the use of OER.

Business, Economics, & Management are listed as “high-impact” areas. Student involvement is strongly encouraged where possible. Cross-institutional collaborative proposals are welcomed. Visit the Connecticut Open Educational Resources Grant Program website for details.

 Updates on Subscribed Resources 

Missed the S&P Capital IQ onboarding on Nov 5? Watch the recording. Highlights include:

Marketing Scales Handbook by Gordon C. Bruner II, Emeritus Professor of Marketing at Southern Illinois University. Bruner reviewed top marketing journals articles and identified scales that met his criteria. It is great for anyone who is developing questionnaires for use in surveys or experiments, whether studying consumers or people in organizational studies. We have the entire series with a review period of almost 40 years (1980–2019), with Vol. 5-11 available as ebooks.

Factiva has started indexing sources such as Quartz (6 Jul 2021 onwards), TechNode (26 Aug 2021 onwards), KrAsia (7 Jun 2021) Smart Times (22 Aug 2021 onwards), The Bamboo Works (8 Jun 2021 onwards), The Capital Quest (19 Aug 2021), & market research Mavericks Business & Market Research (8 Jul 2021, 200+ reports).

Passport GMID now has PEST Analysis (political, economic, social, and technological) at the country level; under Economies > Economy, Finance and Trade. Their interface has been refreshed.

 Videos for Your Teaching 

I am curating video content for in-class business instruction. Have something to contribute? Send it to me, and I will include it in future issues.

  • An experiment in gratitude (7:15 min): Participants were asked to call one person they value and express their thanks. Taken from our Wellness Library Guide -- a great resource to include in your syllabus, as it aims to support UConn students'  success by providing easily accessible and introductory level information about mental health and wellness. The collection includes popular personal growth titles, self-help, and popular psychology titles outside of the library's traditional collecting scope.

Business Research Data 

This revised section helps instructors & students find both commercial and public/open data and supports data literacy skills. Excited to share the dataset you discovered? Send it to me, and I will include it in future issues.

Common ownership data: After discovering a number of issues with Thomson/Refinitiv Institutional (13f) Holdings - s34 via WRDS dataset, Matthew Backus (Columbia), Christopher Colon (NYU), & Michael Sinkinson (Yale) created a separate dataset of 13(f) holdings from 1999-2017. Read their documentation and download investor holdings data. H/T to Prof. Johannes Strobel, NYU.

Layoffs in the U.S.: Every state has its own way of capturing public layout notices by employers. Vinayak Ranade has attempted to aggregate data across 40 state department websites on his platform, U.S. Layoffs. You’d need to fill up a request form to download the data. Similarly, Omer Arain is tracking with his WARN Database. Offers exporting to CSV & Excel. When filtered to Connecticut, U.S. Layoffs has 100 entries and WARN Database has 293 entries. 

Bailouts & Paycheck Protection Program (PPP): ProRepublic has a Bailout Tracker focusing on taxpayer money, including companies that failed to repay the government and resulted in a loss (but no export options). Small Business Administration (SBA) provides all PPP loan data in CSV format. Investigative Reporting Workshop (American Univ.) includes documentation and a state-by-state breakdown of PPP loan data (CSV format).


Schedule a virtual appointment with Edward Junhao Lim, UConn Library Business & Entrepreneurship Librarian

Have something to contribute? Send it to and it will be included in future newsletters.

Proxy Statement is a monthly email newsletter providing you timely updates on UConn library resources. I also pick out news & data sources that can allow you to make informed decisions about your teaching & research – just like the SEC document it is named after.

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