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Master of Biotechnology: Using scholarly, professional and market intelligence sources

Joanna Szurmak science librarian at UTML j oanna.szurmak@utoronto.ca Andrew Graham acting director of the Lee Kun Chun Financial Learning Centre at UTML a ndrew.graham@utoronto.ca. Master of Biotechnology: Using scholarly, professional and market intelligence sources.

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Master of Biotechnology: Using scholarly, professional and market intelligence sources

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  1. Joanna Szurmak science librarian at UTML joanna.szurmak@utoronto.ca Andrew Graham acting director of the Lee Kun Chun Financial Learning Centre at UTML andrew.graham@utoronto.ca Master of Biotechnology:Using scholarly, professional and market intelligence sources Tuesday, September 17, 2013. 2-4 PM.

  2. Our credentials • 9 years working in Financial Services – Royal Bank and Toronto Dominion Bank Head Office. • Master’s in Near Eastern Archaeology. • 10 years teaching experience at the University of Toronto Mississauga. • Currently Acting Director of the LKC FLC • 8 years’ experience as an academic science & engineering librarian at the UofT & in the U.S. • Master’s of Applied Science in Engineering; Master’s of Information Studies. • 2 year secondment to UofT’s Centre of Teaching Support & Innovation • In for Mindy Thuna until Jan. 2014.

  3. The outcome of this session At the end of this session you will be able to: Identify and give practical examples of the ways in which a biotech researcher can acquire useful intelligence about an industry, company or field / idea using the following sources: • published research in scholarly journals & conference proceedings; • company and association websites; • patents; and • company financial information and other corporate disclosure and market analysis sources.

  4. Second delay: Peer review (3-8 m.) & pub (2-3 m.) First delay: no fixed duration You find sources here You find sources here

  5. Scholarly Publishing Limitations How fresh is your intel now? • Scholarly publication cycle delays publication by months or years. • Not all useful "intelligence" will be published in scholarly journals.

  6. Identifying and finding journals • Databases aggregate article abstracts: great starting points. • To begin a new search in any field, always find review articles. • Many places to get help: Bioinformatics Guide • Which databases to use, and were are they? (Answer: Biotech page) • Web of Knowledge (ISI / Thomson Reuters). • Journal Citation Reports (JCR) in Web of Knowledge. • Scopus. • PubMed / MEDLINE. • Specialized drug or biomed databases: Biotechnology & Bioengineering Abstracts (Cambridge Scientific).

  7. Is one database ever enough? This neuroscience example highlights the differences and the degree of overlap between databases.

  8. NeurosciAbs 1131 PubMed 4522 239 487 PsycINFO 1629 PsycINFO 1381 Highly specialized OVID MEDLINE 13148 PubMed 83 4926 More general

  9. What about general science databases? • Web of Knowledge (ISI / Thomson Reuters). • Journal Citation Reports (JCR) in Web of Knowledge. • Scopus. • PubMed / MEDLINE.

  10. compare general science databases Scopus 25633 PsycINFO 377 1491

  11. Impact Metrics Pioneered by WoS Scholarly impact metrics rely on keeping track of the number of citations. (Journal’s) Impact Factor = # citations / # articles Impact Factor in JCR is a quick way of gauging the relative importance and prestige of a journal. Every database that offers impact metrics will have different values / scores. Why? (Think of the Venn diagrams you just saw…)

  12. Top 10 Biotech Journals by Impact Factor:

  13. Top 10 Biotech Journals by Eigenfactor score

  14. What was the most prestigious journal according to both metrics? • Nature Biotechnology • Impact Factor 32.438 (number of citations per article) • Immediacy Index: 7.087 (just over 7 citations per every current item!) • Cited half-life: 6.8 (almost seven years from current year account for half of citations received from the journal).

  15. And by Article Influence Score… Not surprising to see Nature Biotechnology rise to the top.

  16. Sometimes all you need is the journal that publishes the most on your topic… • Use the Web of Science or Scopus to analyze your search results.

  17. Mechanics of Using Scholarly Sources • Purpose of citing: • “I don’t want to get caught plagiarizing and have an aademic offence!” •  OK, but that’s a selfish motive. • “I want those who read my work, including my future self, to find the source quickly and effectively.”  A better selfish motive! • Mechanics of citing: first citation vs. subsequent citations.

  18. More Mechanics of Using Scholarly Sources • When you cite from a research article, do not cite from the lit review. That’s NOT (usually) the original contribution of the paper. • Use the introduction / lit review to find other primary sources of interest. • Cite the MAIN RESULT from Results and / or Discussion. • Always scan the References / Sources Cited at the end of the paper. Free research on your topic!

  19. Example: A Review Article Czinn, S.J., & Blanchard, T. Nat. Rev. Gastroenterol. Hepatol. 8, 133–140 (2011); published online 8 February 2011; doi:10.1038/nrgastro.2011. 1

  20. Depending on your citation style, you may need to write out all the authors’ names in the list of references. (APA Style requires full names for up to seven authors). Don’t base your formatting of that of the journal you see without checking what style the journal follows officially.

  21. Outside Scholarly Publishing: Conference Proceedings and Association Websites • Many professional associations archive their conferences. • There is a quick guide to finding conference proceedings, and a more comprehensive set of resources. • Conference proceedings feature presentations or presentation-based articles: • Edited but non-peer-reviewed (most of the time); • More up-to-date research results; • Faster turn-around of ideas than peer-reviewed articles.

  22. Starting with association websites • NetSci’sProfessional Societies List • Example: Society for Industrial Microbiology and Biotechnology Page • Always look for Meeting or Conference Proceedings Archive on any association page. • Example: 32nd Symposium on Biotechnology for Fuel

  23. Grey literature and personal communications • Grey literature is published and produced by governments, organizations, foundations, but is not well indexed or archived. It becomes increasingly hard to find grey literature sources as time passes. • Some conference proceedings become grey if not archived online. • Pamphlets and drug info sheets are examples of grey lit. • When to use personal communication? • Only when no published sources exist. (Last resort).

  24. Patents as sources of information Patents are a useful way to get a summary of known information on a device / process / preparation. They have a research/lit review section. We will take a quick look at searching for US patents, NOT an in-depth analysis of what patents are. Mindy Thuna produced a comprehensive guide to patent literature. It is linked to your MBIOTECH page.

  25. Basics of Patent Searching: USPTO http://www.uspto.gov/products/library/ptdl/services/step7.jsp

  26. Free USPTO Web Patent Database Free Patents Online Scirus Canadian Patent Database European Patent Office UofT Subscription DERWENT Innovations Index Scopus MicroPatent Materials Patents Subject Matter Index of U.S. Patents (1790-1873) Patent Resources Kwerfeldein’s S at http://www.flickr.com/photos/kwerfeldein/2409299867/in/set-72157601492943965/ used under a Creative Commons Licence.

  27. USPTO • PATFT • AppFT • Patent Classification • Patent Application Information Retrieval (PAIR) • Conducting a Patent Search video from USPTO

  28. USPTO Publication Number 4-digit Year + 7-digit Sequence + 2-digit Kind code

  29. Kind code Sequence code Year code US2008058866 (A1) • Kind Codes: • Utility Code: A • Plant Code P, • Design Code: B • 1 for new, 2 & 4 for edited, 9 for reissued

  30. Provisional Patents • Provisional patent applications are not available to the public until: • the regular patent application is published; • a patent is issued. In the USPTO use the Advanced (Field) Search • Search in Parent information field PARN: • Ex: PARN/provisional and ABST/(asthma or (inflammatory and airways)) • Search the SPEC (description/specification): • Ex: SPEC/provisional and ABST/melanoma • Search for the SERIES CODE 60 or 61 in the PARN field: • Ex; PARN/“61/571456”

  31. Let’s look for a better mousetrap… This is just the U.S. Patent search! • Searching for prior art is time-consuming and difficult • Searching more than one database, even if all of them are based on the same sources, is to your advantage.

  32. Corporate / Market Intelligence Source Overview There are extremely useful ways of finding information about a product, process or area: • Annual Reports • Information for Investors • Management Conference Call Transcripts • Other ways of mining market and financial information using: • Corporate IQ, • Bloomberg, • FactSetetc.

  33. Corporate intelligence as you never dreamed of it before… UofT pays for a host of extremely powerful market and corporate intelligence tools you cannot get otherwise. The rest of this session is designed to give you an opportunity to learn how to use them with Andrew Graham, an expert in the field.

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