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Registration & Account Management

  • What do you do if you forgot your password?
  • Who qualifies as a Registered Educator?
  • What are the benefits of becoming a Registered Educator?
  • What if I am not an “Educator”?
  • How do I change my username, email, password, or mailing address?

Searching, Viewing and Purchasing Products

  • How do I search for and view teaching materials?
  • How do I purchase a case, course, module or other teaching materials?
  • How do I search for syllabi?
  • What payment methods do you accept?
  • What are your shipping and delivery options?
  • Can students order directly from GlobaLens?

Downloading and Using Materials, including Copyright Permissions

  • What are the guidelines for distributing and reproducing materials?
  • How do I download and use my materials?
  • When I purchase a copyright license, what did I buy?
  • How do I buy additional copyright permissions and hard copies of the materials?

GlobaLens Product Definitions

  • Case Study
  • Mini-Case
  • Conceptual Note
  • Profile
  • Simulation
  • Leadership Crisis Challenge (LCC)
  • Exercise
  • Teaching Tool
  • Reference
  • Course
  • Module
  • Syllabi

Terms of Use

  • Material Reproduction


  • What information do we collect and how do we use it?
  • How do we protect your information?
  • Do we use Cookies?
  • Do we disclose any information to outside parties?
  • What about third-party links?
  • Does GlobaLens comply with any privacy protection acts?
  • Does GlobaLens collect non-personal information?
  • Changes to our Privacy Policy


  • Compliance Policy for Payment Card Industry Data Security Standards

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What do I do if I forgot my password?

Go to the Forgot My Password page, enter your login ID and we will email your password to the email address we have on record.

Who qualifies as a Registered Educator?

Faculty, instructors, librarians, and key support staff at institutions of higher learning qualify to be approved as Registered Educators. Registration is free of charge.
To become a GlobaLens Registered Educator, click here.

What are the Benefits of becoming a Registered Educator?

Registered Educators have access to full inspection copies of all our products, as well as teaching notes. Registered Educators may also browse our Syllabus Library  and download syllabi for free. To become a GlobaLens Registered Educator, click here.

Non-Registered User          Registered Educator
Search and View Product Catalog



Purchase Products



View Product Previews



Download Inspection Copies of Cases


Download Teaching Notes


Access GlobaLens Catalog of Syllabi


Share Syllabi


What if I am not an “Educator”?

You can still register on, if you are not an Educator. Simply register as a “Non-Educator”. Non-Educators include students, or persons purchasing material for individual use.

How do I change my username, email, password, or mailing address?

If you wish to update your username, email address, password, or mailing address, please update your user profile, which can be found through My Account . Note you must be logged in to view My Account. Back to top


How do I search for and view teaching materials?

To search for materials, you can enter your own unique search terms in the search box.  You may also click within the Search Box (without entering any words), view the drop down menu, and search by Product Type, Partner, Discipline, Collections, Author, or Syllabus Library.
Your Search Results List will display all products that meet your criteria. To view more information on any one product listing, click on the Product Title, which will take you to the Product Detail Page. From the Search Results list or from the Product Detail Page, you can click on the pdf icon to view the actual document. Related items to the product you are reviewing can be found under the “Related Products” tab beneath the product details description.
On the Product Detail Page, you will find a more complete description of the teaching material you are reviewing. Registered Educators will also be able to view a full inspection copy pdf of the product (watermarked with “DO NOT COPY”), as well as a teaching note, if one is available. Users who are not Registered Educators will see only the first page of the product and will not have access to any teaching notes.

How do I purchase a case, course, module, or other teaching materials?

Purchases on cannot be completed until the purchaser registers on the site.  You must register as either an Educator, or Non-Educator, depending on your status.

Purchases are initiated on the item’s Product Detail Page. Indicate the appropriate quantities (aka, copies, copyright permissions) in the Quantity Box in the upper right of the page, and then click the “Add to Cart” button.  At this point, you can either continue to browse/search for additional materials or opt to checkout and pay for your purchase(s). When you are ready to complete your purchase(s), click on the “My Cart” button at the top of the screen to view your entire shopping cart. You may edit what is in your cart and/or complete the checkout process by clicking on the Check Out button. Once you fill out all the required billing information, pdf documents of your purchased materials will be available to you in My Purchases.

How do I search for Syllabi?

Only approved Registered Educators can access and download our syllabi, which are free of charge. You may search our Syllabus Library by typing specific keywords into the Search Box within our Syllabus Library Collection.  Typing “Syllabus” in the Search Box will also take you to a list of all syllabi in our library.

What payment methods do you accept?

GlobaLens must receive payment in full for all copyright permissions before a non-watermarked pdf document is released to the purchaser.

GlobaLens accepts MasterCard®, Visa®, American Express® and Discover®.  Copyright permissions are purchased online through, our e-commerce site. (See “How Do I Purchase..” subhead above.)

For questions regarding payment methods, contact

How are your materials delivered?

Upon completion of your online transaction, materials are immediately made available via the appropriate digital file format. Most materials are delivered in Adobe Acrobat pdf format, but some materials are delivered in Microsoft Excel, PowerPoint, and video file formats, as well.

If hard copies of GlobaLens materials are desired, it is truly more efficient and less expensive for the purchaser to print his own copies from the digital file delivered upon completion of his transaction on For questions regarding printing and delivering hard copies of materials, contact

Can students purchase materials from GlobaLens?

Students can purchase and download digital versions of teaching materials.  However, students cannot access Teaching Notes or Syllabi.   Students should remember that if they pay for one copy (i.e., one permission) of a material, additional distribution or reproduction (without paying for additional permissions) is a violation of U.S. Copyright Law and is strictly prohibited.


What are the guidelines for distributing and reproducing materials?

The distribution of electronic copies or the reproduction and printing of master/electronic copies beyond the quantity of permission copies ordered is a violation of U.S. Copyright Law and is strictly prohibited.

How do I download and use my materials?

Electronic versions of our products are in PDF (Portable Document Format) and should be viewed with Adobe Acrobat Reader. You can download Adobe Reader free at PDF files of cases and other course materials are available in My Purchases for six months from the date of purchase. Occasionally, users experience difficulties viewing Adobe PDF files with Adobe Acrobat Reader and/or Internet Explorer. Microsoft & Adobe have documented these problems, and more information is available at their websites. In order to compensate for this problem, we recommend using Internet Explorer 6.0 or higher with Adobe 6 or higher.
However, for users who do not want to or cannot upgrade, we recommend the following options to access your PDF files:


  1. Right click on the file name.
  2. Choose “Save As” from the popup menu In the “Save As” dialog box, select a location on your hard drive to save the file
  3. Click Save
  4. In the Download Complete dialog box, click Open to view your file in Adobe Acrobat Reader, or go to the saved location to open the file.

Make Adobe Reader a helper application. If you are using Internet Explorer or AOL, the problem may be caused by a configuration setting between your browser and Acrobat Reader. Below are instructions to enable your browser to use Acrobat Reader as a helper application, which should alleviate the problem.


  1. Exit from Internet Explorer or AOL.
  2. Start Adobe Acrobat Reader.
  3. Go to Edit > Preferences > Options (Acrobat 5.0 and6.0) or to Edit > Preferences >Internet, for Acrobat 7.0.
  4. Uncheck or deselect the “Display PDF in Browser option” and Click Ok.
  5. Exit from Acrobat. (Acrobat 7.0 & 8.0 may require a restart of your system)
  6. Restart Internet Explorer or AOL.

Note: The next time you click on a link to a PDF file in Internet Explorer or AOL, a dialog box will prompt you to specify what to do with the file. If you select “Open this file from its current location,” the browser will open the PDF file in a new Acrobat window. If you select “Save this file to disk,” the browser will save the PDF file to your hard drive, a location from which you can open it later.

When I purchase a copyright license, what did I buy?

The purchase of one PDF file and one copyright permission means that you have purchased the right to use and print the material for your individual use only.
If you intend to make copies of the materials to distribute to others, including students or staff, you must purchase additional copyright permissions.
For example, if you purchase one PDF file and one copyright permission, and then decide to use the materials in a course you teach, it is your responsibility to purchase additional copyright permissions for each copy you intend to make — normally one per student taking the class.
The distribution of electronic copies or the reproduction and printing of master/electronic copies beyond the quantity of permission copies ordered is a violation of U.S. Copyright Law and is strictly prohibited.

How do I buy additional copyright permissions and hard copies of the materials?

You may purchase additional copyright permissions directly online. Your My Purchases page on gives you a flexible online area for planning and delivering course material. Once you purchase materials they are automatically added to the My Purchases page. You may order additional copyright permissions for them, and indicate the quantity needed for your course, from the My Purchases page.
The quickest (and most economical) method to obtain hard copies for your students is to copy the material yourself, once you purchase the appropriate number of permissions on our website. This option saves you time since you can then have copies produced locally at your campus bookstore, university copy service, or nearby copy shop. (Remember: It is your responsibility to purchase additional copyright permissions for each copy you intend to make.)


GlobaLens has a broad selection of high-quality, cutting-edge teaching materials, including case studies with teaching notes, mini-cases, conceptual notes, simulations, and syllabi. You can search our catalog [link to Search page] for these products. You can search our products in a variety of ways including by Product Type, Business Discipline,  Partner, and Author. Here are definitions of our products types:

Case Study
• Portrays a business dilemma faced by a person in an organization
• Simulates a real situation and makes the student a participant, not merely an observer
• Focuses on an actual or hypothetical business scenario with all its complexity,
misconceptions, and too little or too much information
• Never an obvious solution; just enough background information provided that can lead to
multiple outcomes
• Information seems to be provided in a straightforward, linear fashion but this may or may not
be the chronological sequence of how the event unfolded
• Student must sift through data, decide which information is relevant, and formulate a
defendable position
• Fosters profound classroom discussion and debate for an unparalleled learning experience
• Generally 10-15 pages and includes a teaching note for easy adoption

Mini-Case Study
• Shorter version of a case study, generally 2-3 pages
• Provides only relevant facts, instead of data that might be misleading
• Offers more teaching flexibility as it can be used independently or in combination with other
teaching materials

Conceptual Note
• Descriptive and informational
• Similar to a textbook chapter or an informative article describing a specific business concept
• Complements case studies by providing background information to enrich case discussion
• Generally 5-7 pages

Profile (Organization or Company)
• Concise overview including history, products/services, organizational structure, past/current/
projected performance, culture, reputation, and major milestones including strategic initiatives
• Often contains built-in controversy which initiates discussion
• Similar to a newspaper article but longer
• Generally 10-15 pages

• An experiential learning tool where the student is placed in the “reality” defined by the
instructor, who controls the parameters
• Encourages cognitive and evaluative thinking because the situation feels real, along with all its
• Forces students to deal with nonlinear information and ambiguity to attain a desirable outcome
• Can be used alone or in conjunction with other teaching materials

Leadership Crisis Challenge(LCC)
• Full- or multiple-day simulations that train students to think critically in real-time by role-playing
specific parts within a complex, business crisis situation, under strict time pressure
• LCC materials take the case discussion to a higher, more complex level by integrating timerelease
documents and interactive elements that create a dynamic dilemma to which there is
no right answer or winning position
• Students must make trade-offs and compromises, and must defend their decisions
• A powerful learning tool for the leadership attributes of courage, judgment, and integrity
• Includes not only a case study but also time-release documents, and other role-playing

• Can take the form of an exercise, quiz, problem sets, structured examinations, or in-class
• Usually a practice and evaluation tool
• Works in conjunction with a full case, mini-case, conceptual note, or profile
• Can also be an instructional tool such as a slide deck presentation

Teaching Tool:

  • Serves as an instructional guide or “asset” to a professor
  • Can take the form of a slide deck, written document, or other support-focused format

• Sources of information that provide pertinent details about a subject, concept, product,
organization, or other key idea
• Examples include dictionaries, encyclopedias, directories, maps, almanacs, abstracts, articles,
journals, or other books that provide specific facts or data

• A series of classes, research, assignments and related activities, usually lasting one academic
term/ semester; studies a specific topic within a broader academic area such as a degree or
certificate program
• Generally worth a certain number of credits at a college or university
• Typically consists of 3-4 separate modules

• An educational unit that covers a single subject or topic
• Scope is limited and measured in class hours or sessions
• May require preresquisite classes
• Pedagogy might include lectures, class discussions, workshops, and exercises

For registered educators, GlobaLens offers a free-of-charge Syllabus Library [link to Syllabus page], with course syllabi that have demonstrated results for business faculty worldwide. We offer these syllabi to assist faculty in designing their courses and adopting GlobaLens cases.


Material Reproduction

No part of this site or the publications found here may be reproduced, used in a presentation, or transmitted in any form – electronic or physical – without the permission of the William Davidson Institute. To obtain permission, please email us at
By your use of GlobaLens, you agree to be bound by this Privacy Policy and authorize the usages described herein.


What information do we collect and how do we use it?

When you register on our site, place an order, provide teaching materials, or take part in other transactions, you may be asked to enter your name, e-mail address, mailing address, phone number, credit card information, or the name of institution. You may, however, visit our site anonymously.
We use this information only for transaction purposes, to improve our website or customer support, and/or to personalize your experience. Your information, whether public or private, will not be sold, exchanged, transferred, or given to any other company for any reason whatsoever, without your consent, other than for the express purpose of delivering the purchased product or service requested. Upon request, GlobaLens will remove you from its email and conventional mailing lists.
Google, as a third party vendor, uses cookies to serve ads on your site. Google’s use of the DART cookie enables it to serve ads to your users based on their visit to your sites and other sites on the Internet. Users may opt out of the use of the DART cookie by visiting the Google ad and content network privacy policy [Link to].
How do we protect your information?
We implement a variety of security measures to maintain the safety of your personal information when you place an order or access your personal information, including offering a secure server. All sensitive/credit information is transmitted via Secure Socket Layer (SSL) technology and then encrypted into our Payment gateway provider’s database, only to be accessible by those authorized with special access rights to such systems, who are required to keep the information confidential.
After a transaction, your private information (credit cards, social security numbers, financials, etc.) will not be stored on our servers.

Do we use cookies?

Yes. (Cookies are small files that a site or its service provider transfers to your computers hard drive through your Web browser, if you allow. These enable the sites or service providers systems to recognize your browser and capture and remember certain information.)
We use cookies to help us remember and process the items in your shopping cart, understand and save your preferences for future visits, keep track of advertisements, and compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future. We may contract with third-party service providers to assist us in better understanding our site visitors. These service providers are not permitted to use the information collected on our behalf except to help us conduct and improve our business.
If you prefer, you can choose to have your computer warn you each time a cookie is being sent, or you can choose to turn off all cookies via your browser settings. Like most websites, if you turn your cookies off, some of our services may not function properly. However, you can still place orders over the telephone or via fax [PDF link–fax form].

Do we disclose any information to outside parties?

We do not sell, trade, or otherwise transfer your personally identifiable information to outside parties. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect our or others’ rights, property, or safety. However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.

What about the third-party links?

Occasionally, at our discretion, we may include or offer third party products or services on our website. These third party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.

Does Globalens comply with any privacy protection acts?


California Online Privacy Protection Act Compliance

  • Because we value your privacy, we have taken the necessary precautions to be in compliance with the California Online Privacy Protection Act. We therefore will not distribute your personal information to outside parties without your consent.

Children’s Online Privacy Protection Act Compliance

  • We are in compliance with the requirements of COPPA (Childrens Online Privacy Protection Act); we do not collect any information from anyone under 13 years of age. Our website, products and services are all directed to people who are at least 13 years old or older.

Does Globalens collect non-personal information?

The GlobaLens operating system might automatically record some general information about your visit, including:

Changes to our Privacy Policy

GlobaLens has adopted information management policies which inform and define the nature of interactions with website users. Because of the dynamic nature of the Internet, these policies are subject to change.
If we decide to change our privacy policy, we will post those changes on this page, and/or update the Privacy Policy modification date below.
This policy was last modified on 12/20/2010.


Compliance Policy for Payment Card Industry Data Security Standards


Departments and business units throughout the William Davidson Institute (WDI) have entered into merchant contracts with the Payment Card Industry (PCI) as part of their business transaction service sets. Because of rapidly evolving financial crimes and cyber-related security challenges, the payment industry, including American Express, Discover Financial Services, JCB, MasterCard Worldwide, and Visa International, has published specific “PCI Data Security Standards” in an effort to better secure payment account data in a globally consistent manner. All merchant contract holders are required to adopt and implement tools, practices, and policies to comply with these standards. Failure to comply may result in financial penalties or security breaches.
This policy helps ensure PCI compliance requirements are met throughout all William Davidson Institute (WDI) business units and departments. It also provides WDI procedures for use, reporting requirements of contracted payment card services, and the process for obtaining and maintaining merchant contracts.

Policy Definitions

Merchant: Any office, unit, department, or organization at the William Davidson Institute (WDI) that accepts credit cards as a form of payment for goods and/or services.
Merchant Level: PCI security standards provide four different levels of compliance activities that must be completed annually. These levels, (merchant levels 1–4) are based on the transaction volumes of a merchant. Essentially, merchants with the most transactions have the most compliance work to perform to stay in compliance. The specific compliance requirements for each merchant level can be found below:
Merchant Levels and Compliance Validation Requirements Defined:  All merchants will fall into one of the four merchant levels based on transaction volume over a 12-month period. Transaction volume is based on the aggregate number of transactions. In cases where a merchant has more than one Merchant ID, the aggregate volume of all transactions stored, processed or transmitted by the merchant is used determine the validation level. In addition to adhering to the PCI DSS, compliance validation is required for Level 1, Level 2, and Level 3 merchants, and may be required for Level 4 merchants. The PCI DSS requires that all merchants with externally-facing IP addresses perform quarterly external network scans to achieve compliance. Acquirers may require submission of the quarterly scan reports and/or questionnaires by level 4 merchants. Any merchant that has suffered a breach that resulted in an account data compromise may be escalated to a higher validation level.

Level/Tier Criteria
1 6 million+ annual transactions
  • Annual Report on Compliance by Qualified Security Assessor
  • Quarterly network scan by Approved Scan Vendor
  • Attestation of Compliance Form
2 1 million to 6 million annual transactions
  • Annual Self-Assessment Questionnaire
  • Quarterly network scan by ASV
  • Attestation of Compliance Form
3 20,000 to 1 million annual transactions
  • Annual Self-Assessment Questionnaire
  • Quarterly network scan by ASV
  • Attestation of Compliance Form
4 1 to 20,000 annual transactions
  • Annual Self-Assessment Questionnaire
  • Quarterly network scan by ASV
  • Attestation of Compliance Form

Information provided by VISA (
Online Privacy Policy: All Web sites that host payment transaction applications must have an online privacy policy that is easily located by the potential customer who visits the website. This privacy policy must clearly state the limitations of use, retention, and protection measures related to data that customers submit. It should also state what, if any, electronic monitoring, and HTTP cookie use the UW intends to perform with a visitor’s electronic connection. The site must also provide contact information for customers to ask questions about the privacy policy.
OWASP Standards: Open Web Application Security Project (OWASP) secure coding standards are referenced in the PCI security standards for Web application developers to use to avoid common coding vulnerabilities in the software development process.
PCI Security Standards: The information security standards, published by the PCI, that all MCHs are required to adopt and implement. Failure to comply may result in serious fines, penalties, and/or restrictions on merchant account activity.
Transaction Service Provider: The third party who provides a secured processing connection with the MCH’s transaction processing bank.

Policy  Applicability

All current and future WDI MCHs or temporary transaction service setups to accept credit card transactions for a specific activity or event are required to comply with this policy.


Failure to comply with this policy may result in restrictions on use or closure of merchant account-related services, and disciplinary action.
For additional information, contact

  • The Internet domain for your Internet service provider, such as “” or “”
  • The IP address of your Internet connection (GlobaLens does not resolve it geographically)
  • The type of browser which you employ such as Mozilla Firefox (version), or Internet Explorer (version)
  • The type of operating system which you employ, such as Windows, Unix, or Macintosh
  • The date and time of your visit to GlobaLens, the pages which you visit while there, and the URL of the website which you were visiting prior to GlobaLens, if GlobaLens was linked from that website.
    • All WDI MCHs, both terminal and Web application-based, are required to comply with and support PCI security standards. All WDI MCHs are required once a year to submit to WDI Fiscal Services completed PCI compliance surveys that will be sent to the MCH by WDI Fiscal Services.
    • All WDI merchant contractual agreements must be obtained through WDI Fiscal Services.
    • All MCHs are required to use a WDI-preferred transaction service provider.
    • All MCHs that offer Internet-facing payment services must certify that the security of their Web forms or applications meet OWASP standards through secure code reviews and/or penetration testing.
    • WDI internally hosted transaction service technology deployments must comply with all relevant WDI security policies and standards in addition to PCI security standards.
    • An online privacy policy statement is required for Web sites that host PCI-related transactions and should include the WDI’s uniform content language provided by WDI Fiscal Services.
    • If any existing or future WDI MCH has specific needs or operational requirements that are exceptions to this policy, they must request a formal “exception” with WDI Fiscal Services in writing. WDI Fiscal Services will review the request and notify the requesting party if the exception is allowable and whether there any specific conditions that must be honored as part of the exception.