SOM Service Catalog

Welcome to the School of Management Services Catalog

The Yale SOM Service Catalog has information to guide you to the SOM resources and services you need to understand and implement SOM or University policies and procedures across departments.

Explore the Yale SOM Service Catalog by Area

Service CategoryDescription

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Business Operations

Business Operations is one of the internal service providers of SOM. Here you can find information about expense reports, financial reporting and all things related to conducting business at SOM.

If this what you are looking for, visit the Business Operations service catalog directly

Business Operations Service Catalog
Service CategoryDescription

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Procurement Toolkit

Information about purchasing goods and services from a supplier, finding a supplier, shipping options, purchasing guidelines, payment guidelines and travel services assistance.

If this is what you are looking for, visit the Purchasing Goods and Services page directly

Procurement Toolkit

Payroll - Hiring Contact List, Student Employment (Hourly) and Teaching Assistant

Information about Payroll and Hiring at SOM, including contacts for Payroll, hiring types, information about Yale payroll and more

If this is what you are looking for, visit the Payroll and Hiring Guides page directly

Payroll - Hiring Contact List, Student Employment (Hourly) and Teaching Assistant

Hiring Contact ListInformation on who to contact to hire different employee types at SOM.

Information on hiring temporary Yale University undergraduate student employees (both work-study and non-work-study students) and hiring graduate and professional student hourly employees.

Hiring or Becoming a Teaching Assistant Information about hiring a Yale Student for a Teaching Assistant role or registering to become a Teaching Assistant. Please remember that you'll need to register for each course you teach.

Yale School of Management Spending Guides and Helpful Links

Annual spending memo's, Yale School of Management Business Operations helpful links to assist with financial transactions

If this is what you are looking for, visit the Yale School of Management Spending Guides and Helpful Links page directly

YSOM Helpful Links


An honorarium is a token payment made to bestow recognition to an individual for a significant service they perform, for which payment is not required or requested. 

Deposit Form

Depositing Cash or Check to SOM Business Operations


Yale Electronic Receipt Documentation


Study Subject Instructions

To clear/reconcile transactions related to any online study platform. All deposits should be cleared within 30 days per the University PCARD policy.

SOM Faculty Spending Guidelines

Annual guidance for incurring and processing Faculty expenses, including travel, conferences, procurement, and restricted items.

SOM Staff/Program Spending Guidelines

Annual guidance for incurring and processing Staff/Program expenses, including travel, conferences, procurement, and restricted items.

Frequently Used Expense Item and Spend Category (Spending Categories SC)


List of frequently used Expense Items vs. Workday Spend or Revenue category.

**Subject to change, Business Operations may request you to use a different Spend Category or Expense item.

Workday Mobile Application

Did you know? Workday provides a  mobile application for iPad, iPhone, and Android devices. You can use the Workday app for multiple tasks, approve expense reports, and request a quick expense report or time off.


SOM W9

Taxpayer Identification Number


Yale University Helpful Links

Yale University helpful links for financial transactions and University websites

If this is what you are looking for, visit the Yale University Helpful Links page directly

Yale University Helpful Links


Accounting for air travel guideProvides information on how to break out/itemize the business travel


Airfare Codes It's your YaleHelpful Airfare Codes

DirectoryYale University Faculty, Staff and Student Directory

eShipGlobal siteSend packages via Federal Express, UPS, USPS and DHL and charge the expense directly to your account using a COA. Please login with your Net ID and password.


Expense Report Checklist


Yale Electronic Receipt Documentation

International Tax Office Payment Planning ToolThis page provides the University community with a comprehensive guide and planning tool with respect to payments made to non-U.S. individuals who are not considered University employees and to non-U.S. entities. 

It's Your YaleYale's home page for human resources, finance, and administrative services information

Oanda Currency Converter

Yale's preferred site for a currency converter

Per- Diem RatesWhen it is not practical to claim actual meal expenses, individuals may use the federally published Domestic Per Diem or Foreign Per Diem rates for meals and incidental expenses applicable for the city of travel. 

Transaction Control NumberTo obtain a unique identifying number for an electronic form.

University Forms PageTo ensure you are using the current up-to-date form, please use forms directly from this site, It is not recommended to save forms to your computer directly, this can result in using outdated forms.

University Policy and ProceduresYale's expectations of its community members, enhance operational efficiency, mitigate risk, and support compliance.

Workday at Yale Training GuidesExplore training resources for Workday Financials, which include: Chart of Accounts, Expenses, Finance, Procurement, and Sponsored Awards. Training resources are available in a variety of formats including videos, training guides, quick guides, and other support documentation.

Workday Mobile App

Did you know? Workday provides a  mobile application for iPad, iPhone, and Android devices. You can use the Workday app for multiple tasks, approve expense reports, and request a quick expense report or time off.

Plane Jet Airplane Aircraft Travel Transpo - Airplane Clipart Black And  White - Free Transparent PNG Clipart Images Download

Yale Travel ManagementYale Travel Management provides travel services to faculty, staff, and students when traveling on official university business. 


Welcome Tool Kit

Welcome to School of Management!

On behalf of the Business Operations for the School of Management, we would like to extend a Business Operations Toolkit. I am confident you will find these best practices beneficial to your role. I have included below best practices, attachments, and helpful links.

Our BusOps Tool kit consists of Workday tutorial videos and guidebooks. As such, you should work through the training links identified below to become familiar with the financial system, policies, and procedures. In addition, our office helps preparers understand when to use which process. We’ve highlighted below resources for the preparer community to enhance the Workday Training Guides. Although we expect there will still be questions, especially when you are new, we also note our phone number, email address, and portal page. Please do not hesitate to reach out!

Workday and Yale Helpful Resources:

Workday Link (i.e., personal HR record, Financial and Procurement):

Workday Glossary:

Yale Helpful Links:

Workday Chart of Account (COA) – charging instructions:

  • A COA is used to classify and record financial transactions within all Workday processes
  • Please work with your managers to obtain your department COA; this will ensure proper financial allocations
  • Each segment can be searched using the segment name or number.  If you notice any segments auto-populating within Workday, please ensure these match with the COA your manager provided

Workday Business Processes You Will Need to Know:

  • Create Expense Report – reimburses Yale employees - Expenses
  • Create Spend Authorization – creates a cash advance for employees - Expenses
  • Create Supplier Request – set-up a non-employee to receive any payment - Procurement
  • Create Supplier Invoice Request – process a reimbursement or payment to a non-employee who has a supplier record - Procurement
  • Create Requisition – buy goods or establish purchase orders for services/goods - Procurement

Workday Reports:  

  • Find Supplier Invoice Requests – Provides a list of “Supplier Invoice Requests” for units and gives a status of where requests are in the process.
  • Find Suppliers by cost center – Allows users to look up suppliers and determine if suppliers have complete background checks.
  • My Requisitions – View each Requisition, date, amount, suppliers, PO’s and status.
  • My Expense Transactions – View unprocessed P-card charges.
  • My Business Processes in Flight – Yale - View transactions you submitted that are not fully approved

SOM BusOps Helpful Resources:

We cannot address every situation that preparers might encounter, but we’ve prepared the information below to support you on the most common types of tasks you’ll be performing:

  • Reimbursement Decision Tree (Link)
  • Frequently Used Expense Item and Spend Category (Link)
  • Preparing and Submitting Invoices (PO and Non-PO) to Shared Services (Link)
  • Business Operation Portal (Link)
  • Payroll & Hiring Guide Contact List (LinK)
  • Staff Memo (Link)
  • Requisition to Purchase Orders (Link)

Attachments:

Expense Report Tips 101.docx

BusOps Tool Kit 101 (1).docx

How to Get Help:

Human Resources

Human Resources at SOM provides all encompassing services and activities for the entire community.  Volunteer and special interest clubs, staff awards, our photo gallery of SOM events, getting started guides for new staff and best practices resources for all staff.  Health and wellness resources are an integral part of our work/life balance.

Staff can find information on the SOM performance reviews, assessments, and development.

All hiring supervisors can find information on the recruiting, interviewing, hiring and the onboarding process.  

If this what you are looking for, visit the SOM Human Resources service catalog directly

Human Resources Service Catalog
Service CategoryDescription

Hiring and Recruiting

If this is what you are looking for, visit the Hiring and Recruiting page directly. 

Hiring and Recruiting

C&T Employees

Please follow the hiring guidelines from the Human Resources CT Hiring checklist.

M&P Employees

Please follow the hiring guidelines from the Human Resources MP Hiring checklist.

Temporary or Casual EmployeesHere you can find Information on hiring temporary or casual employees at Yale. These guidelines ensure compliance with university policy and legal and contractual obligations when hiring temporary employees. You can also review our Temporary or Casual Hiring checklist!


Interview Tips and Guidance

Please contact Jean Page or Diane Temple for more information on interview tips and reference checking.

Pre-Board and Onboarding

If this is what you are looking for, visit the Pre-Board and Onboarding page directly. 

Pre-Board and Onboard Information for Hiring Managers

Preboarding Tasks for Hiring Managers

  • Hiring manager confirms desk is clean and basic office supplies are available.
  • Send department email announcing new staff member.
  • Plans first day, first week for new staff to share at start date.

Preboarding Tasks completed by HR

  • SOM HR send email to hiring manager—required information for onboarding new staff.


SOM HR Process for Onboarding Staff

SOM HR Process for Onboarding Staff

  • SOM HR sends Welcome email to new staff with instructions
  • Directs new staff to Yale ID Center (requires code on back of Yale ID)
  • HR requests building and suite access
  • HR directed Evans Hall tour if requested by hiring manager
  • Classroom Podium Review if requested by hiring manager
  • Complete Workday tasks, e.g., I-9, tax forms, direct deposit, parking, portal photo
  • Review and sign Job Description with copies to the new staff member and manager
  • C&T Travel Time Guidelines and Process
  • International Travel Guidelines
  • FERPA for faculty and staff - https://registrar.yale.edu/rights-privacy/faq-faculty-staff
  • Summary of onboarding meeting to hiring manager
  • New staff invited for 45-day feedback meeting

SOM Training and Resources

Final Onboarding Steps for Hiring Managers

Hiring Managers should complete the following tasks when onboarding their new employees

  • Discuss department practice for communicating time off (Workday Time & Absence)
  • Provide overview of any department calendars
  • Provide overview of goals setting and performance review
  • Review dress code, confidentiality, email, and internet use
  • Update department directories not updated by SOM HR
  • Update external facing webpages
  • Order business cards if they are required
  • Review and clarify roles, responsibilities, goals and expectations for performance reviews
  • Schedule check-in meetings to review observations, issues, and priorities
  • Provide ongoing feedback, respond to questions and concerns.
  • If managing staff, enroll employee in Managing at Yale Essentials
  • Review the department emergency plan and practice
  • Schedule 90-day review with new staff



Getting Started at SOM

If you are new to the School of Management, you will find a wealth of information in the pages here.

If this is what you are looking or, visit the Policies Procedures and Guidelines page directly. 

Getting Started at SOM

Important Safety Information

This page includes important safety information including how to receive Yale alerts, the use of the Live Safe app on campus and other Yale and SOM resources available to keep you safe.

SOM Acronyms

Like most institutions, Yale SOM has a variety of acronyms that we use. If you hear something unfamiliar, just ask, and take a moment to review them here.

SOM Events and AwardsPhotographs and memories of past SOM events, including the Annual SOM Staff Awards, Holiday Event, and social events.

Your Yale ID and Eli Bucks

The ID Card Center is responsible for the issuance and administration of all Yale ID cards, which should be carried at all times. In addition, your ID card serves to provide cashless convenient dining options, as well as building and parking security while on campus.

Workday Time and Absence ResourcesSOM uses the time tracking features of Workday to allow staff to request, and report on time-off balances.  Supervisors also use these resources to approve time-off requests.

SOM Best Practices

Best practices at SOM help keep our operational efficiency at its peak. Here you will find information on email signatures, voicemail, effective meeting organization, and sustainability.

Shuttles and Transportation

Yale Transportation has a variety of ways to get around campus, with the priority being the safety of the community. The shuttle can bring you across town or to and from the train station, while the walking escort can take you short distances and provide safety in numbers.


Directories at Yale

The SOM IT Service Catalog has a full listing of all the Directories available that are of use to the SOM community.

University and SOM Directories
The SOM Information Technology Services department provides a variety of computing resources to the SOM Community. The school is equipped with a computer laboratory, email kiosks located throughout the building and networked breakout rooms. Yale SOM has a fully functional wireless environment, offering the SOM community the freedom to work, study, or meet anywhere in the building.  The University and SOM directories will assist you in finding your colleagues and department contacts. The SOM Student Profile Initiative allows you to enter a brief personal bio and also provides a way for you to inform others how to pronounce your name.



The fully searchable Yale Directory is online, which allows you to search for an individual or a department within the University. Yale Faculty and Staff wishing to update their directory information through the University's Workday program can find instructions here

Yale SOM Board of Advisers and more

You can login to the SOM Alumni portal and Update your profile, then search the directory of over 8,000 Yale SOM alumni for old friends and new contacts.


This is the current student directory, links to this can be found directly on the portal. They also provide direct links to subgroups such as Career Advisors, Honor Committee, Student Government and you can also see the Directory of Student Clubs.

Take a moment to update your information for the SOM Student Profile

SOM Student Profile InitiativeTake a moment to update your information for the SOM Student Profile, which is part of the The SOM Student Profile initiative. This allows you to enter a brief personal bio and also provides a way for you to inform others how to pronounce your name.

This the current SOM faculty directory, links to this can be found directly on the portal. Faculty can be searched and filtered by discipline as well.

SOM Staff DirectoryYou will find the current staff directory for SOM, also with the ability to search by SOM department


or you can navigate directly there.

Notary Public ServicesNeed something notarized? SOM has notary public services available at 121 Whitney Avenue. Yale University has notary public services at Yale ID Center.

Yale University Resources

We've gathered a variety of popular links that our community most frequently requests. Everything from working at Yale, to New Haven culture and arts, along with benefits, policies and procedures. 

SOM Staff Community Workspace Instructions for joining the SOM Staff Community Workspace on Slack. 

Yale ID Card for Spouse/PartnerSpouses and same sex civil union partners of faculty and staff are eligible for a Yale University access card. 


Welcome to SOM SlidesReview this presentation to find a variety of information related to topics including Workday, SOM facts, directories, useful contacts, and resources. Additional information can be viewed by clicking on the presenter notes linked in the upper left hand side of each slide. 

Policies, Procedures, and Guidelines

Once you working, you may need to review related policies, procedures and guidelines. You can find them all here.

Performance, Training, and Development

If this is what you are looking or, visit the Training and Development Resources page directly. 

Performance, Training, and Development

Staff Excellence AwardsThe Award for Excellence is intended to recognize the extraordinary contributions of individual staff members. This award provides the opportunity for the community to acknowledge and show appreciation for colleagues in the areas of performance or innovation


Performance Management

Performance Management

Review and Assessment Forms - Use Firefox to open forms. If using Chrome, right click, then select open in new window to download


Training and Development Resources

Employment Opportunities

Wellness Resources

Keeping our community members healthy on every level is a high priority at Yale. The University promotes health and well-being through their fitness and wellness programs and medical centers.

If this is what you are looking for, visit the Wellness Resources page directly. 

Wellness Resources

Physical Support Resources

The University promotes health and well-being through their fitness and wellness programs and medical centers.

Mental and Emotional Support Resources

Mental health and emotional support is provided through counseling services and support groups.

Spiritual Support ResourcesSpiritual health is provided through our Chaplain's Office, which welcomes people of every faith.

Contact Human Resources Contact Human Resources if you need further assistance.
Resources for Urgent Concerns

We are committed to the safety and well-being of our community members and we want to ensure that you are aware of the emergency resources available to you. In the event of an unexpected situation or crisis please see the information and resources available to you which includes immediate assistance and communication channels to help you navigate through challenging times.

Communications & Marketing includes official school-wide communications and messaging guidance as well as resources and tutorials on websites, design & branding, social media, email platforms, enews, media relations, paid and digital marketing, and Evans Hall digital signage.  

If this what you are looking for, visit the Communications services directly

SOM Communications Service Catalog


Service CategoryDescription

Mission and Messaging Resources

Tackling the challenges facing both business & society is at the heart of our mission. Elements of our visual design serve to strengthen this message.

Mission and Messaging Resources

For official SOM Communications, please refer to the SOM Style Guide and logo usage and guidelines. In addition, you'll find information on ordering SOM business cards and creating branded templates for MS Word and PowerPoint.

Website: Resources & Tutorials

Do you need to maintain or create SOM web pages? Here you will find resources and tutorials for all things digital.

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Here you will find resources for communicating your message to the SOM Community, including press release guidelines, digital signage templates, and internal communication best practices.


eNews, Events & Digital Display Screens in Evans Hall

Social Media: Channels & Campaigns

Resources for engaging with and leveraging Yale SOM's social media presence. Styleguide, best practices, and other resources.

Video, Photo, and Media Related Articles

Resources and offerings for video media.


Email and Newsletter Resources

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Need more help? Get in touch.

Submit a Communications Help Request

A member of the Yale SOM Communications team will respond to your help request within one business day.


The SOM IT Services includes teaching and learning, personal computer and productivity support, along with network, collaboration, media services, and technical services for managing services.

If this what you are looking for, visit the IT Service Catalog directly

SOM IT Service Catalog
Service CategoryDescription

Support and Computing category includes the ITS Service Desk, and all the support you may need for desktops, laptops, mobile devices, printers, and software downloads.

If this is what you are looking for, visit the Support and Computing page directly

Support and Computing

The SOM IT Service Desk maintains a wide variety of knowledge articles and is the first place to start when you need assistance with any of the IT Services. Their offerings include a walk-in center, support via phone, email and you can also schedule assistance directly to your desk side if needed.

The Desktop and Laptops service helps you order, setup, configure, install software and back-up your devices. In addition, you can find the device loaner program here as well.


The Mobile Device service will provide purchase support, setup and configuration assistance, and general help with your mobile device. You can also use this service if you are expecting to travel internationally and need your plan modified to support your communication needs.


The ITS Software Library provides the Yale community with a simple way to download software that is already licensed for use. You can find the Yale Software Library here. In addition, SOM provides downloads for courses specific to incoming student classes. You will find links to those here

The Printing Service is designed to help you with all your printing needs. We provide assistance in ordering and setup of personal printers in addition to supporting the SOM shared printing service, and the University high volume print services.






The Media services offerings cover the podium support for faculty and lectures, panel discussions, live conferences, webinars, as well as television network and radio broadcast. 

If this is what you are looking for, visit the Media Services page directly

Media Services

Many of the SOM auditoriums and classrooms are designed for capturing the lectures given by faculty. The standard static shot recording is available, or if you have a special presentation with complex media or multiple speakers, we can arrange a follow-shot recording with notice. *If you are requesting a lecture capture for a course that request must go through Faculty Support  in order to be processed. Email: somfacultysupport@yale.edu

Classroom podium supports the faculty and lecture teaching experience. Whether its a quick start to check equipment before the start of a class, a special setup for a panel discussion or a dedicated technician needed for complex media presentations, SOM IT Media Services can help.


SOM often hosts or participates in live conferences. Whether you have a need to broadcast out as a live stream, or accepting incoming comments via chat in a webinar, or need support for a full two-way conference, our live conference support team has the technology ready. These service offerings support our mission to engage globally

When one of your events call for Translation technology, or you expect an event to overflow, or simply need background music during an event opening, we have those additional supporting offerings here.

The esteemed faculty of SOM are often called upon to participate in live network broadcasts. We have a live broadcast studio in addition to the ability to participate in live or recorded radio broadcasts. These service offerings support our ability to join the global discussion.




You will find all the things you need for getting started with your Yale NetID, password, and network access (both wired and wireless). We also have services for accessing the network from off campus through Virtual Private Network software (VPN) and using Multi-factor authentication (MFA). You will also find the University and SOM directories listings here.

If this is what you are looking for, visit the Accounts and Access page directly

Accounts and Access

Yale NetID, Passwords & Multi-Factor Authentication

Your NetID and password grant access to the campus network and many University systems, such as YaleSecure wifi, VPN, and printers. Multifactor Authentication (MFA) is an additional security measure to protect your intellectual property, personal information, and Yale's data. Learn all about these important authentication services here

Connecting to the Network on Campus

Members of the University must use ensure they are connecting to Yale network resources securely. Connecting through the network, whether you are off-campus on on campus, wired or wireless, requires you to select a secure solution. The services in this group will ensure you are connecting securely with all your devices

University and SOM Directories

The University and SOM directories will assist you in finding your colleagues and department contacts. You can find them all here.

This suite of services includes eMail, messaging, file sharing, file transfer, room reservations, personal conferencing solutions and specialty tools for projects and teams

If this is what you are looking for, visit the Communications and Collaboration service page directly

Communication and Collaboration

eMail and Messaging

Email and messaging services are available to anyone in the SOM community. E-mail lists and advice for students commencing or those in transition with joint degrees are some included topics.

Room Reservations & Event Registrations

If you need to book space in any of the SOM facilities, you can use our room reservation system.

Document Sharing and Storage

The document sharing and storage service allows you to store your documents in a location that is backed-up and available to more than one device. You can also use these services to share your content to collaborate with a group or team. There are several solutions that will meet your needs, check them out and select the one that is right for you and your team.

Microsoft Teams

Teams is a cloud-based collaboration hub that provides both individuals and groups easy access to tools for chat, video conferencing, file storage, document sharing, scheduling and task management. It ties together all the applications available in the Office 365 application suite as well as providing the ability to integrate with a host of third-party solutions via apps and connectors.

Personal Video Conferencing and Chat

Individuals who are looking for personal video conference solutions so they can attend meetings remotely or have point to point remote sessions can use the Yale ITS University Zoom service.

Surveys with QualtricsYale SOM has a subscription to Qualtrics, an online platform for creating, sending and managing surveys.

SOM Digital Displays and Conference Room Displays

The SOM digital displays enable SOM community to help keep everyone abreast of current information. There are also conference room displays in use throughout the SOM campus that use Archive 1/22/2024 Solstice Wireless Screen Sharing. You can learn about those services here.

Research Computing Services

SOM IT provides research computing needs for complex and computational analysis and statistics, including cluster computing


If this is what you are looking for, visit the Research Computing Services page directly

Research Computing Services

Getting Started with the SOM HPC ClusterSOM is implementing a new HPC cluster with much greater capabilities compared to our existing research cluster.  Currently, the HPC cluster consists of 16 compute nodes, each running dual AMD EPYC processors (128 cores), at least 512 GB of RAM, and NVIDIA GPUs (RTX 8000 and A100). Totals for the cluster include 1,664 CPU Cores, 7.8 TB of RAM, and 39 GPUs. Additional nodes will be added in the first quarter of 2024. 

You will find the SOM Research and Statistics support services here, including on-boarding information, general support and frequently asked questions

SOM Custom Research ApplicationsSOM IT supports the faculty in a variety of ways, including creating custom data structures, databases, and applications to administer the structure, collect and input the data, and contextually display it.

Research Data and GovernanceThe SOM Research Computing committee governs the purchase of data for the SOM Community so that the benefit is maximized to the entire school. You can also find the list of data sets SOM already has access to for research purposes.

Center for Science and Social Science Information (CSSSI)

A service outside of SOM at Yale is The Center for Science and Social Science Information (CSSSI). CSSSI is located in the Kline Biology Tower and provides Yale faculty, students, and staff with state-of-the-art information services in a technology-rich environment. It is designed to provide easily accessible support for science, social science and interdisciplinary researchers. This is part of the University Library System, they provide tutoring and workshops which may be useful to the SOM research community.

The Yale Center for Research Computing (YCRC)Another resource available to the research community is The Yale Center for Research Computing (YCRC), a component of the Provost’s Office, which supports an interdisciplinary approach to the development and application of advanced computing and data processing technology throughout the research community. It offers High Performance Computing as well for which you would need an additional account, and jobs are queued. Contact us for a discussion on whether your project would be suitable for this environment.

Surveys with Qualtrics

Yale SOM has a subscription to Qualtrics, an online platform for creating, sending and managing surveys.


The SOM Information Technology provides access to a variety of teaching services and tools, available to members of the SOM teaching faculty. Including access to Canvas, Moblab, links to the Yale Center for Teaching and Learning as well technology for to take attendance. Learning services for students include Mango Languages, Bloomberg, Gartner, TurnItIn, Morningstar, financial subscription journals and more

If this what you are looking for, visit the Teaching tools page directly

Teaching Services and Tools

Faculty Resources from the Deputy Deans OfficeThe Deputy Deans Office provides information and guidance on Faculty Panels, Workshops, Teaching Tpis and Research.  You can find this information which was previously on the SOM Portal here with other Teaching Resources, Services and Tools

Instructors have a variety of options for creating an online presence for their courses at Canvas@Yale, a cloud-based learning management system (LMS) designed to support teaching and learning. This is the standard for course management at Yale.

Hosting Applications via CitrixCitrix is the SOM application and desktop virtualization platform. If there is complex software that should be served to the SOM students and is challenging to install on desktops or laptops, it can be served to that community via Citrix virtual service. If a faculty member licenses a special set of software or applications for their couse, you can request it being added to the Citrix virtual service platform by eMailing somit@yale.edu. Turnaround time to have the software installed on the Citrix platform is two weeks.

WarpWireWarpwire makes video organizingcapturingsharing, and analytics simple. It also integrates with Canvas our Learning Management System (LMS)

Media Library

The Media Library tool is designed to enable instructors, TFs or project site maintainers to upload audio and video files that will be streamed to students and other participants in their Canvas course or project sites. The tool also enables these users to record lectures, create video assignments, and organize content in folders for individual or departmental use.

Attendance with CardswiprAttendance for an event can be taken with the swipe of a card, if the event is a Yale event and you expect all the attendees to have their Yale ID

Yale Center for Teaching and Learning

The Yale Center for Teaching and Learning promotes equitable and engaged teaching throughout the University, and supports students across the curriculum as they take ownership of their learning.

Moblab

MobLab brings interactive games and experiment-based learning to economics, management, and the social sciences in general. Moblab can be added to your Canvas course as well.

Surveys with QualtricsYale SOM has a subscription to Qualtrics, an online platform for creating, sending and managing surveys.


CoursePressYale CoursePress is a WordPress platform offered by Center for Teaching and Learning. It is for students and faculty who need a flexible, online platform to help them with their academic work. You can learn more about this service here

Classes*v2 is a locally hosted and managed learning management system. In Fall 2017, Yale began the transition to Canvas as the new learning management system.  Classes*v2 will remain available for reference purposes until May 2019.

You can learn more about this Yale legacy teaching platform here.

Attendance with Signup Sheets

Simple sign up sheet attendance tracking for events that may be remote or mixed Yale and public audiences.

The Stock Market GameCreated by Roger Ibbotson and Daniel Kim, The Stock Market game is played in specific SOM Courses and events.

Z-TreeZ-Tree (Zurich Toolbox for Ready made Economic Experiments) was designed by Urs Fischbacher, it is an easy to learn programming language for experiments, and is used at SOM.  In a computerized experiment, an experimentor and a number of subjects need to communicate with one another, Z-tree allow for this in a teaching environment.

If this is what you are looking for, visit the Learning tools page directly

Learning Services and Tools

Student InformationSOM IT has some advice for incoming students and those who have commenced. You can find the information here on Students Getting Started for those joining SOM, and information for Students Commencing for those who have completed their studies

Course AuctionThe Course Auction is an online bidding application that SOM Students use to select their electives

Non SOM Student EnrollmentFeature of the Course Auction that allows Yale students to request shopper access to SOM Courses and feeds that information to Canvas

Student VotingThe Yale SOM Student Government is the principal means by which students collectively shape their SOM experience and the experience of future classes and is the chief voice of the students to advise administration on student issues and develop thoughtful solutions.

YPFS Case StudiesThe Yale Program on Financial Stability provides case studies as part of the Masters of Management (MAM) in Systemic Risk. Once registered for this service, you can access the directory of case studies

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CASESThe Case Research & Development Team develops online and offline pedagogical materials for the school's integrated curriculum. All case studies are freely available to Yale faculty, students, and staff with a NetID.

LinkedIn LearningLinkedIn Learning is an online subscription library that teaches the latest software tools and skills through high-quality instructional videos taught by recognized industry experts.

TurningPointTurningPoint is a student response system for polling and engaging students in the classroom.

Turn it in (TurnItIn)TurnItIn is an anti-plagurism reporting system to help ensure your work is original

Learn to speak new languages and meet new cultures through Yale SOM's Mango Language platform.

Surveys with QualtricsYale SOM has a subscription to Qualtrics, an online platform for creating, sending and managing surveys.

Gartner GroupYale University has a NetID based subscription to The Gartner Group industry research and magic quadrants.

Subscription JournalsSubscriptions to the Wall Street Journal, New York Times, Financial Times, and The Economist are all available through SOM. These are provided by Academic Affairs and Student Life

Bloomberg TerminalsBloomberg terminals provides real-time and historical financial market & economic data, with international coverage of all sectors. Use it to find company financials, stock market indices, news, analyst reports, and much more.  Terminals are in specified locations and are free to use

Moblab

MobLab brings interactive games and experiment-based learning to economics, management, and the social sciences in general.

Hypothes.is is a open-source software project that aims to collect comments about statements made in any web-accessible content, and filter and rank those comments to assess each statement's credibility.

FactSetFactSet is a tool which provides investors with the tools needed to convert financial raw data into information that can be used in financial analysis and financial reporting. Common uses of FactSet applications are: debt & equity analysis, real-time market observation & tracking, industry analysis, and portfolio tracking. This is managed by the Library but paid for by SOM

Analyst ReportsIn partial fulfillment of the requirements for the MBA degree at the Yale School of Management, students in the Security Analysis course produce industry and company valuation reports and guides.  The information is later published for review by the public at large.

Other Program Specific SoftwareThere are many SOM Program Specific applications that are made available. Students are notified about the need to use them or enroll in them as part of their program studies.

If this is what you are looking for, visit the Career Services page directly

Career Services

The Yale Career Development Office has a new portal available for students for all CDO related activity and news.   You can find that at cdo.som.yale.edu

12Twenty12Twenty is a career management system (CMS) used by the SOM comunity. You can read more about this offering here.

Data, Process and Reporting

SOM provides data and reporting tools to meet your business intelligence needs, whether you need access to data sources, or support with reporting, we can assist!

If this is what you are looking for, visit the Data, Process and Reporting page directly

Data, Process and Reporting

SOM and the data generated throughout the University and SOM is one of its most valuable assets. SOM maintains data management policies, procedures, and processes to ensure it remains accurate, secure, accessible, and usable for a variety of SOM community services.

Reporting and Business Intelligence

Business Intelligence (BI) refers to the tools, technologies, applications and practices used to collect, integrate, analyze, and present an organization's raw data in order to create insightful and actionable business information.  SOM IT provides support for this function

Process Improvement and SupportProcess Improvement and Support service will help your department define, document and refine its processes, accountabilities, inputs and outputs.  Part of the processes we have in place at SOM IT include service introduction and service improvement.  Here you can request assistance for process support for your department.

Applications and Web Services

Web support can be found here whether it's alumni pages, club pages, personal pages or general support along with custom application services for faculty if their teaching requirements bring new computing applications into the SOM landscape.

If this is what you are looking for, visit the Applications and Web Services page directly

Application and Web Services

If you have a custom application need to support teaching and learning which requires integration with SOM data and services, look here to get started



Services are available for person web site, club web sites, and alumni chapter web sites. You can request a site and get support for websites here.

Technical Services for IT and Developers

Technical Services for Developers are the infrastructure services not commonly requested by the end user community, but by those setting up new services, managing a current service and its capacity, or assisting a faculty member of installing a custom developed solution.

If this is what you are looking for, visit the Technical Services for IT and Developers page directly

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Event Management

SOM Event Management catalog has all the information you need to host events at Evans Hall in our classroom and conference facilities.  Here you can find information on the building, our policies, catering, and the details about the reservation process.

If this what you are looking for, visit the Event Managemement Service Catalog directly

SOM Events Management Service Catalog
ServiceDescription



Evans Hall Policies

Hospitality and CateringInformation on hospitality and catering in Evans Hall

Named SpacesList of named spaces in Evans Hall

Reservation Request & Confirmation Procedures

All Evans Hall reservation procedures and policies including EMS training resources.

Space and Service Rates

Glossary of TermsDefinitions of commonly used event terminology

Help Documents

Documents to assist you with event planning and management, such as templates and step-by-step guides

SOM Facilities

The SOM Facilities Help and Service Catalog has information about safety, security, SOM amenities including the mail room, parking, and dining options.  SOM is a cashless facilities, so look here for information on the Eli-Bucks program.

If this what you are looking for, visit the Facilities Help and Services Catalog directly

SOM Facilities and Operations Service Catalog
Service CategoryDescription

Safety and Security

The SOM Community safety is our first priority.  Here you can find important safety related phone numbers, and information such as the walking security escort service.


Parking

Where to park when visiting SOM

Amenities

Yale SOM has facilities available for the faculty, staff and students.  This includes locker rooms, a workout center, and a lactation room that can be reserved.


Food at SOM

SOM Hospitality has a variety of food options for the SOM community. We are also a cash-less facility.  Look here for information on our Cafe's and Eli bucks program  


Mailroom & Store

The SOM Mailroom provides mailing services, and also hosts our lost and found.  If you want to purchase SOM gear, you can find that here as well.


Reserving Space & Event Planning

SOM Facilities are available to be reserved for events, but require prior authorization.  There is also a dedicated events team to help you plan special events as needed.


Maintaining the SOM Buildings Facilities Operations maintains all the SOM spaces, including building wayfinding, room/space signage, waste and recycling management, as well as the parking garages and now Personal Protection Equipment (PPE) stations.

Contact FacilitiesContact Facilities if you need further help or you can put in a service request here



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