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2002-3-4
Introduction ii
Overview 1
Quick Hierarchy 3
Annotated Hierarchy 9
Alphabetical Index 29
Introduction
The Thesaurus project. Harvard Business School and Stanford Graduate School of Business
are exploring opportunities for sharing educational materials across the two institutions,
including cases, videos, electronic courses, and other content. To give faculty, staff, and students
access to the body of shared content, the two schools have decided to jointly develop a business
taxonomy and to construct a contemporary faceted electronic business thesaurus to classify and
index materials and improve search and access to content on both institutions’ web sites. It is
hoped that many members of both communities will lend their expertise to make the thesaurus a
manifestation of the intellectual power of the two schools.
Structure of the thesaurus. This thesaurus, to be implemented both on the Web and in print,
will provide semantic road map of the field of business and affiliated areas. It will include
all the concepts of the field and supporting areas, arranged in a well-structured multi-
faceted hierarchy and linked through a rich network of relationships
The terms for these concepts and all variant forms
The Upper Level Hierarchy is a draft outline of the thesaurus hierarchy. It is expected to
undergo significant changes as the full thesaurus is developed. A major source for the upper
level hierarchy have been the teaching areas of four business schools:
Descriptions of the content of these teaching areas have been included as scope notes.
The London Classification of Business Studies (lcbs) was a source of terms and structure.
Barron’s Dictionary of Business Terms, Second Edition (b) was a source of some definitions.
The term numbers (A, B, C, C2, etc.) give the right place in the sequence but not the hierarchic
level (B is under A); this is done to keep the numbers short.
A U metadata fields U
Overview
A core business knowledge
L . behavioral sciences
M . government and politics. law
N . communication, information, and education
O . philosophy and religion
P . technology and related areas
Q . geography and history
R analytical techniques
T auxiliary tables
T2 . occupations
T4 . demographic characteristics
T6 . geographic areas
T8 . geographical scope
T10 . currencies
T12 . specific languages
T14 . specific religions
U . metadata fields
Quick Hierarchy
A core business knowledge
F economics (l)
F2 . microeconomics versus macroeconomics
F2.2 . . microeconomics
BT +G areas cutting across business-internal operations and economics
F2.4 . . macroeconomics
F4 . domestic versus international economics
BT +T8 geographical scope
F4.2 . . domestic economics
F4.4 . . international economics
F6 . historical, political, and analytical approaches to economics
F6.2 . . economic history
F6.2.2 . . . business, government, and the international economy (h)
F6.4 . . economy analysis and policy (s)
F6.6 . . political economics (s)
F6.8 . . economic development
F8 . managerial economics (sk)
F10 . economics focusing on particular functions
F10.2 . . financial economics
BT +G2 finance (shlk)
J business environment
NT F10.6 external infrastructure
L behavioral sciences
NT F10.8.4.4 consu mer behavior
L2 . psychology
L4 . social psychology and related concepts
L6 . sociology and anthropology
L6.2 . . cross-cultural relations
L6.2.2 . . . diversity
R analytical techniques
NT +D14 m anagement science
R6 mathematics
NT D14.4 operations research
R6.2 . probability and statistics
BT +R4 research and evaluation methods
T auxiliary tables
T2 occupations
T4 demographic characteristics
T6 geographic areas
T8 geographical scope
NT +F4 domestic versus international economics
T10 currencies
U metadata fields
Annotated Hierarchy
A core business knowledge
SN In this thesaurus, the term "business" is construed b roadly to include any type of
organization that needs to be managed, including non-profit organizations and
government agencies.
SR lcbs
D2.4 . . . international management, global management (sl)
ST global management (s)
international m anagem ent (l)
RT E4 human resources (sk)
+E10 marketing (shl)
F4.4 international economics
F6.6 political economics (s)
SN All aspects of management as related to global or multinational
organiza tions, inclu ding ac countin g and h uma n resourc e practic es
in a global organization, startup globalization strategies,
international development, cross-cultural consumers, and working
with diversity. (s)
SN Includes all aspects of managing an organization in a global
environment. Topics add ressed include global strategic
positioning, transnational mana gement, international market entry,
method of mark et entry, emerging markets, etc. Note: This topic
is conflated with Strategy, but may have m ore in common with
Global M anagement. (l)
D2.6 . . . public and non-profit management (s)
SN All aspects of managem ent as related to public or otherwise non-profit
organizations, including charities, educational institutions, health
care organizations, etc. (s)
AN Ask faculty reviewers about this area, especially the use of the term
"public", which has multiple m eanings in business (e.g., public
corporation, public stock offering). Does this include management
of government agencies?
SR lcbs: BZ
D4 . . planning and strategy
RT +C4 b usiness life cycle
+D14 m anagement science
E8.4 research and development
F12.4 gam e theory
SN This broad area includes both short-term and long-term planning and
monitoring of plan execution.
D4.2 . . . planning, implementation, and evaluation
SN The entire cycle of planning, implementing, and evaluating business
activities, programs, projects, or any kind of action.
D4.2.2 . . . . planning
SN Planning, or charting a cou rse of action, involves defining goals
and d etermin ing the m eans to ac hieve these goa ls.
(Rosenberg, modified)
D4.2.4 . . . . implementation
D4.2.6 . . . . evaluation
D4.4 . . . strategy (hsl)
ET managemen t and strategy (k)
strategic management
strategic planning (b)
SN Guidelines for making directional decisions that influence an
organiza tions long-r ange perform ance. S trategic pla nning in volves
defining long-range goals and the general outline of activities to
achieve these goals. (Rosenberg, modified)
SN The principal focus of the Strategy unit is strategy formulation and the
content of strategy. The analytical foundation of much of the
unit's wo rk in m icroecono mic, although they draw on several oth er
disciplines, including history, sociology, operations research,
political science, and strategic managem ent. Faculty specialize in
topics such as gam e theory, strategic commitments, corporate
strategy, the interface between technology and strategy choices,
global strategy, the resources and capabilities of firms, among
E . business functions
RT +F10 economics focusing on particular functions
+G areas cutting across business-internal operations and economics
E2 . . business finance, accounting, and control
BT +G2 finance (shlk)
E2.2 . . . business finance
BT +G2 finance (shlk)
RT +G areas cutting across business-internal operations and economics
SN The scope notes given under the broader term +G2 finance (shlk) are
repeated here so they can be more easily compared with the scope
notes for E2.4 accounting and control (shlk).
SN The Financ e unit focuses on advancing the practice of finance: how
managers an d firms can m ake value-creating decisions; and how
institutions, financial markets, and instrum ents evolve as part of
this process. Areas of interest include: agency theory, corporate
finance, corporate governance, corporate restructuring, derivatives,
entrepreneurial finance and venture capital, financial econometrics,
financial institutions, global financial systems, institutions &
capital markets, international finance, investments and capital
markets, large-scale investment, mergers & acquisitions, project
finance, risk managem ent, taxation, valuation, and wealth
management. (www.hbs.edu/units/finance/) (h)
SN Covers issues related to corporate finance and investment man agement,
includ ing valua tion of financ ial assets a nd liab ilities, derivatives
securities, taxes, business strategy, private equity investment,
financial intermediaries, investment and portfolio management, etc.
Differs from Accounting in that Finance is more strategic and
broad-based, while Accounting is more quantitative in nature. (s)
SN Issues related to corporate finance, equity investment, fixed income
securities, international and legal aspects of finance, mergers, and
shareholder value. Differs from Accounting in that Finance seems
to be more geared towards strategic management of global
enterprises vs. a smaller or entrepreneurial venture. (l)
SN Faculty grouped und er this heading are all members of the Institute of
Finance and Accounting. R esearch carried out by faculty covers all
aspects of finance, including financial regulation, corporate
finance, portfolio investment, capital markets, fixed-income and
derivative instruments, mergers and corporate reorganizations,
much of it with an international emphasis. The Institute of Finance
and A ccoun ting also m aintain s extensive s ecurities m arket
databases and p roduces a quarterly Risk M easurement Service. (l)
AN It appears that Harvard 's area incorporates all aspects of finance wh ile
the Stanford and London definitions seem to focus on business
finance, but not to the total exclusion of financial economics.
E2.4 . . . accounting and control (shlk)
ET accounting information and management (k)
RT E2.2 business finance
+E8.2.4 communication and information in the organization (k)
SN The Accounting and Control area is committed to developing and
testing important theories related to the production, reporting,
analysis and managerial use of financial and non-financial
information that communicates organizations' economic events,
influences resource a llocation d ecisions, a nd facilita tes
organizational control and learning. Natural classifications for the
intellectual capital created in the area include Financial Reporting
and An alysis (FRA) w hich includes the study of how inform ation
affects resource allocation and control decisions by constituents
external to the firm, and Ma nagement A ccounting and C ontrol
(MA C) which studies the role for information to affect decisions,
learning and control processes within the firm.
(www.hbs.edu/units/ac/) (h)
SN All processes related to the evaluation, management, and reporting of
financial data, both in the business and non-profit arenas.(s)
SN Financial aspects of accoun ting, including financial accounting,
financial modeling, financial analysis, and other m easurements of
organizational success. (l)
SN The Acc ounting Faculty is active in teaching and research. Fields of
interest include financing of high-tech businesses, corporate
governance, capital market reactions to accounting choice and
information disclosure, the performance of takeovers, tax policy
and company financial policy, financial statement analysis and
firm valuation, analysts' forecasting ability, financial control and
performance meas urement. (l)
SN The A ccoun ting Inform ation an d M anagem ent curric ulum is designed
to help professional managers improve their operational and
strategic decision-making through the understanding of accounting
information. Every course in the Departm ent is organized so as to
evaluate a ccoun ting-related question s from a " users" p erspective,
that is, to assist in determining what actions are m ost appropriate
in a given context or to determine what additional informa tion
must be acq uired before choosing among actions. Ap plications are
stressed in every course: how accounting information affects the
appropriate mark eting, investment, financial, organizational,
regulatory, ta x, and political c hoices of firm s are illustra ted.
pervasive h and of tech nology ha s not only a ltered the na ture and speed
of product development, but has also revolutionized the chann els of
distribution, and changed the na ture of relationships between producers
and customers. Interactive marketing and 1-to-1 marketing are no
longer buzz words, but at the core of the marketing strategy of several
innovativ e busin esses. Tec hnology h as enab led the crea tion of a new
consumption culture. The influence of these and other forces in the
environment have m ade it clear that the essence of business strategy
has to sta rt with a deep un derstan ding of the c ustom er.
The M arketing Faculty Research C lusters include:
Ma naging Brand Mean ing - This cluster owns an EC course, Bra nding,
and a focused E xecutive E duca tion cour se, M anagin g Bran d M eaning.
The thrust of this group's research is to understand how consumers'
cultural contexts influence their perception of brands. Thus brand
relationship building is a two-way street, some under the control of the
brand builder th rough u se of positionin g strategies, an d others u nder
the control of the consumers who attach specific meanings to their
brand interactions.
Cha nnels-to-M arket - T his clus ter own s an E -C C ourse an d a focus ed
Executive Education Course by the same name. With a focus on the
channel systems as the unit of analysis, this group attempts to study the
underlying reasons for the revolutionary changes in channels of
distribution in consumer as well as business-to-business markets. Thus,
retailing and industrial distribution are relevant interest areas for this
group.
Custo mer R elationsh ip M anagem ent - Th is cluster ow ns an E C cou rse,
Busin ess M arketing, a nd a focu sed Ex ecutive E duca tion cour se,
Business M arketing Strategy. While both of those courses cover a
broad range of topics relevant to business-to-business marketers, the
research thrust of this cluster is on customer mana gement through its
full cycle of acquisition, sustenance, retention, satisfaction, and loyalty.
This gr oup is w orking on unders tandin g the levers of cus tomer
managem ent that lead to business profitability.
Potential Future Cluster - Cons umer Beha vior
(www.hbs.edu/units/marketing/) (h)
SN Focuses on the product creation and product management cycle, including
customer-focused produc t planning, mark et research, advertising,
management of distribution channels, and brand management. Also
includes differences in marketing for a business vs. a non-profit
organization, and cross-cultural and international marketing issues. (s)
SN Includes ma rketing strategy, brand managem ent, customer relationship
managem ent, and product innovation. (l)
SN The London Business School marketing group comprises the Marketing
Facu lty and th e Center for M arketing. A wide ra nge of interrelated
topics is being explored, with innovative research on branding and
advertising, managem ent processes in competitive strategy, relationship
marketing, innovation and emerging technology, marketing models, and
media and related policy issues. The Center is also the base for the
Future M edia Research P rogram (Director, Dr. K athy Ham mond),
funded by a consortium of over 40 companies. (l)
SN Process associated w ith promoting for sale goods or services. The classic
components of marketing are the Four Ps: product, price, place, and
promotion - the selection and development of the product,
determination of price, selection and design of distribution channels
(place), and all aspects of generating or enhancing demand for the
product, including advertising (promotion). (b)
SR lcbs: B
E10.2 . . . market research and product planning
RT E8.4 research and development
E10.4 . . . pricing
E10.6 . . . promotion, advertising
F economics (l)
RT +G areas cutting across business-internal operations and economics
+J business environment
SN Econom ics is the study of how societies use scarce resources to produce valuable
commodities and distribute them among different people. (Samuelson and
Nordhaus 1992, p. 3)
SN Aspects of macro-economics, including New Economy classes, business
opportunities in new and emerging markets, European and other financial
markets, capital m arkets, strategic thinking, and world econom y perspectives. (l)
SN The Econom ics subject area has developed strengths in high caliber academ ic
research and in applying that knowledge to problems relevant to businesses and
governments. As a conseq uence mem bers of the Department are regular advisers
to a range of national and international government agencies and corporations as
well as p ublish ing regula rly in leadin g internatio nal resear ch journ als.
The subject area focuses on four key topics: Industrial Econom ics and Corporate
Strategy; the Global Ma croeconomy and its m arkets and institutions; Pub lic
Policy issues for Business with special reference to Regulation and C ompetition
Policy and the Eu ropean mark et and its future development. Its aim is to
produce original research in these areas and to comm unicate this research to a
wide community. It is supported in these aims by a range of research programs,
initiatives and research centers including the Center for New and Emerging
Markets; the Regulation Initiative; the Global Communications Consortium and
initiatives exploring a range of issues associated with the development and
application of new technology. (l)
AN The structure of this area needs to be improved.
F2 . microeconomics versus macroeconomics
F2.2 . . microeconomics
BT +G areas cutting across business-internal operations and economics
RT +D14 m anagement science
D14.2 decision sciences (lk)
+R2 analytical techniques in business and economics
SN Analyzes the behavior of individual components of the economy like
industries, firms, and households and individual prices, quantities, and
prices. (Samuelson an d Nordha us 1992, p. 3, 39 6). A solid
background in microeconom ics is indispensable for an appreciation of
macroeconom ic concepts and problem s - microeconomic c oncepts form
a foundation for macroeconom ics (p. XV, X VII).
SN Microeconomics refers primarily: (1) to factors affecting and decisions and
actions taken by individual economic agents (firms as producers and
F12.2 . . econometrics
F12.4 . . game theory
RT +D4 planning and strategy
F12.6 . . cost-benefit analysis
ET business sectors
economic sectors
industries
AN NAIC S (North A merican Indu strial Classification System), possibly modified to
mak e the terms more co mpa tible with comm on usa ge.
SR lcbs: K
H4 . type of business or organization
ET type of enterprise
SN Includes distinctions along different facets, such as for profit vs. not for profit,
large versus small, and privately versus publicly held.
SR lcbs: AZ
H6 . traditional versus electronic business activity
ST brick and m ortar versus electro nic business ac tivity
SN This area covers the distinction between condu cting business activity in
physical spaces and conducting business activities electronically, regardless
of the type of business. Often physical and electronic modes are combined,
as in a Web-based store, where ordering is electronic but warehousing and
shipping are physical ("click an d mortar").
J business environment
NT F10.6 external infrastructure
RT F2.4 macroeconomics
SN Managers need to be concerned
(1) about the business, its internal operations and its interactions with the
environment, which they control, and
(2) about the environment of the business, over which they ha ve only very
limited c ontrol.
+B the business. management and business functions deals primarily with the
activities un der the m anager's con trol. But th ese activities op erate und er
param eters imp osed by th e outside w orld - the business environm ent. +F
econom ics (l) can b e applied both to inter nal activ ities and to th e environm ent.
Likewise m any of the areas under +K supporting business knowledge apply to
both.
This area has a few descriptors relating specifically to environmental factors and
many cross-references to other parts of the thesaurus.
L behavioral sciences
NT F10.8.4.4 consu mer behavior
RT +D8 organizational behavior and leadership. organizational culture
+G8 markets and marketing
SR lcbs: L
L2 . psychology
L4 . social psychology and related concepts
RT D12 decision making
L6 . sociology and anthropology
L6.2 . . cross-cultural relations
SN This is important in multicultural societies and for international trade and
globalization.
L6.2.2 . . . diversity
R analytical techniques
NT +D14 m anagement science
RT N8.4 informa tion technology
SR lcbs
R6 mathematics
NT D14.4 operations research
SR lcbs: V
R6.2 . probability and statistics
BT +R4 research and evaluation methods
RT D14.2 decision sciences (lk)
+R2 analytical techniques in business and economics
SR lcbs: U
T auxiliary tables
T2 occupations
SN The Standard Occupational Classification (SOC) will be used.
T4 demographic characteristics
SN Includ es a wh ole range of ch aracteris tics, from o bvious on es such as age an d gender
to less obvious ones such as status by work life arrangements or status by
temporary activity (such as driving).
AN includ e UR L to the p roper pla ce in the A OD Thesa urus d etailed outlin e.
T6 geographic areas
SN The Getty list of geographic names will be used h ere to serve both contemporary
and historical needs.
T8 geographical scope
NT +F4 domestic versus international economics
SN Ranging from local to global. Do not confuse w ith geographical areas which refers
to specific geogr aphic areas an d plac es
T10 currencies
U metadata fields
ST metada ta elements
accounting +R2
accounting and control (shlk) E2.4 application contexts of business knowledge +H
accounting information and management (k) areas cutting across business-internal operations and
USE E2.4 economics +G
business finance, accounting, and control +E2 brick and mortar versus electronic business activity USE
activity H6
brick and mortar versus electronic business activity USE business environment +J
H6 business finance E2.2
traditional versus electronic business activity H6 business finance, accounting, and control +E2
advertising business functions +E
promotion, advertising +E10.6 business life cycle +C4
allied business maturation (s) C4.2
management and allied fields +D business sectors USE H2
analysis business, government, and the international economy (h)
cost-benefit analysis F12.6 F6.2.2
data analysis method R4.4.12 core business knowledge +A
economy analysis and policy (s) F6.4 internal business functions USE +B
operations analysis USE D14.4 micro view of the business USE +B
analytical supporting business knowledge +K
analytical techniques +R the business. management and business functions
analytical techniques in business and economics +B
+R2 the business. the enterprise. the firm +C
analytical techniques in economics +F12 traditional versus electronic business activity H6
analytical techniques in management USE +D14 type of business or organization H4
historical, political, and analytical approaches to economics business-internal
+F6 areas cutting across business-internal operations and
anthropology economics +G
sociology and anthropology +L6 buyer
application organizations as buyers F10.8.4.2
application contexts of business knowledge +H buying
approach buying behavior +F10.8.4
historical, political, and analytical approaches to economics buying entity behavior USE +F10.8.4
+F6 markets and buying behavior +F10.8
area capital
areas cutting across business-internal operations and social capital E6.2
economics +G chain
geographic areas T6 supply chain +E8.6
technology and related areas +P characteristic
art N2.4 variable, characteristic, factor R4.4.8
auxiliary characteristics
auxiliary tables +T demographic characteristics T4
behavior general characteristics of research studies +R4.2
buying behavior +F10.8.4 climate
buying entity behavior USE +F10.8.4 organizational climate USE D8.6
consumer behavior F10.8.4.4 collection
markets and buying behavior +F10.8 data collection method R4.4.10
organizational behavior (shl) D8.2 communication +N2
organizational behavior and leadership. organizational communication and information in the organization (k)
culture +D8 +E8.2.4
behavioral communication technology N8.2
behavioral sciences +L communication, information, and education +N
branch information and communication technology +N8
branches of industry and trade H2 computer
brick computers and computer science USE N8.4
brick and mortar versus electronic business activity USE concept
H6 social psychology and related concepts L4
business consumer
analytical techniques in business and economics consumer behavior F10.8.4.4