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Usage Statistics and Publishers: Implementation and New Insights

Usage Statistics in Context: related standards and tools Oliver Pesch Chief Strategist, E-Resources EBSCO Information Services. Usage Statistics and Publishers: Implementation and New Insights. September 20, 2010. Overview. The librarian’s view of the landscape Tools and standards

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Usage Statistics and Publishers: Implementation and New Insights

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  1. Usage Statistics in Context: related standards and toolsOliver PeschChief Strategist, E-ResourcesEBSCO Information Services Usage Statistics and Publishers: Implementation and New Insights September 20, 2010

  2. Overview • The librarian’s view of the landscape • Tools and standards • Importance of getting it right • Looking ahead

  3. Much of the library collectionno longer resides in the library Library Collection Publisher Site 1 Publisher Site 2 Aggregator Site 1 Library

  4. Users are often not in the library. Usage data is captured by the content provider (not the library) Library Collection Publisher Site 1 Publisher Site 2 Aggregator Site 1 Library

  5. A librarian wanting to collect usage data has to download reports from content providers. User are often not in the library. Usage data is captured by the content provider (not the library) Library Collection Publisher Site 1 Publisher Site 2 Aggregator Site 1 Usage ? Library

  6. These reports are then loaded into some kind of tool to consolidate the usage, so a single report can be prepared. Library Collection Publisher Site 1 Publisher Site 2 Usage consolidation tool Aggregator Site 1 Usage  Usage ? Library

  7. Initially there were a number of challenges with this approach. COUNTER was created to address these. Library Collection Publisher Site 1 Different formats Different terminology Publisher Site 2 Different counting rules Usage consolidation tool Aggregator Site 1 Usage  Usage ? Library

  8. Retrieving reports is a lot of work. The role of SUSHI is to automate this process. Library Collection Publisher Site 1 Retrieving stats can be time consuming Publisher Site 2 Usage consolidation tool Aggregator Site 1 Usage  Usage ? Library

  9. SUSHI uses a client/server approach in which software at the library talks to software at the publisher site to retrieve the reports Library Collection Publisher Site 1 Publisher Site 2 Usage consolidation tool Aggregator Site 1 Usage  Usage ? Library

  10. Librarians also measure value by computing cost-per-use. Cost data must be obtained and loaded into the system. SUSHI uses a client/server approach in which software at the library talks to software at the publisher site to retrieve the reports Library Collection Acquire Publisher Site 1 Agent Acquisitions System Publisher Site 2 Consortium Usage consolidation tool Other Aggregator Site 1 Cost/Use ? Library

  11. Cost information is combined with usage numbers to create the measures. Library Collection Acquire Publisher Site 1 Agent Acquisitions System Publisher Site 2 Consortium Usage consolidation tool Other Aggregator Site 1 Cost/Use ? Cost/Use  Library

  12. If the library is using an ERM system, it will have a knowledge base. Library Collection Acquire Publisher Site 1 Agent Knowledge base Acquisitions System Publisher Site 2 Consortium ERM Usage consolidation tool Other Aggregator Site 1 Cost/Use  Library

  13. The title lists for the knowledge base usually come from content providers Library Collection Acquire Publisher Site 1 Agent Knowledge base Acquisitions System Publisher Site 2 Consortium ERM Usage consolidation tool Other Aggregator Site 1 Cost/Use  Library

  14. Inconsistent reports, inaccurate lists, lack of information cause problems Library Collection Acquire Publisher Site 1 Agent Knowledge base Acquisitions System Publisher Site 2 Consortium ERM Usage consolidation tool Other Aggregator Site 1 Cost/Use  Library

  15. KBART is a recommended practice to improve the knowledge base quality Library Collection Acquire Publisher Site 1 Agent Knowledge base Acquisitions System Publisher Site 2 Consortium ERM Usage consolidation tool Other Aggregator Site 1 Cost/Use  Library

  16. More on standards, tools and available assistance…

  17. The technology behind SUSHI SUSHI is a simple standard that: • Allows software on one computer to request a COUNTER report from another. • Describes a web service based on the SOAP standard, which is: • a client/server protocol; • using a “request”/”response” approach. • The client sends a “request” identifying the account, the desired report and the date range • The server prepares the report then sends back a “response” containing the COUNTER report.

  18. SUSHI is an enabling technology (not a product) Knowledge base Publisher Site 2 Usage Reporting System Usage Consolidation tool SUSHIClient SUSHIServer Library

  19. SUSHI Clients The library needs “client” software. Options are: • Use a free client (or create their own) to harvest reports and store them on the local system. • SUSHI client that comes with commercial (or other) usage consolidation system – often part of an E-Resource Management system. • Part of an outsourcing service for collection of statistics.

  20. SUSHI Servers The content provider creates the “server” software.: • Integrates with administration/usage reporting module. • Provided by content hosting service. • Feature of an outsourcing service for handling usage.

  21. Getting help with SUSHI NISO’s SUSHI Site… http://www.niso.org/workrooms/sushi

  22. FAQs for librarians, content providers and about COUNTER Getting started guides for client and server development. Links to free client software, a developer kit for a .NET server, a tool to help consortia harvest usage, and more…

  23. Schemas both as text and graphical representations. A discussion list for developers. Get answers to questions, collaborate with others to test your services.

  24. Getting help with SUSHI The SUSHI Server Registry http://sites.google.com/site/sushiserverregistry/

  25. Little things make a big difference…

  26. Common problems… “The Journal of XYZ” Library Collection Acquire Cost doesn’t get applied correctly The Journal of XYZ Journal of XYZ Publisher Site 1 Agent Journal of XYZ, The Knowledge base Acquisitions System Usage may be rejected as “not in collection” Publisher Site 2 Consortium Under counting because usage not combined ERM Usage consolidation tool XYZ Journal Other Aggregator Site 1 Cost/Use ? Cost/Use  Library

  27. Guidelines for titles and ISSNs • Ensure titles are consistent between various systems. • Make sure the right ISSN is being used for the right title. • Include both the print and online ISSN where possible. • If the title has changed names, keep the history.

  28. Things to watch out for with COUNTER reports • Use the proper form of the title and the correct ISSN • If using comma-separated output format, be careful of titles with embedded commas and quotes • Avoid duplicate rows, where possible. Hint: When things don’t match usage may not be counted.

  29. Things to watch out for with SUSHI • XML that is not valid. • Identifier types, categories and metric types that are not valid or the wrong case. • A service that needs custom client development to work. Hint: Test your service with the MISO client to ensure it is valid.

  30. In the works…

  31. SUSHI • SUSHI Registry could become machine readable • Allow auto-configuration of SUSHI clients • Content providers can “advertise”, URL to SUSHI server, authentication methods used, reports supported, day-of-the-month usage is available, etc.

  32. COUNTER • Search Clicks – a new optional report • Measure value of databases by tracking the activity from the result list… • View full text • Click for more detail • Link to link resolver • View images or tables • Etc.

  33. COUNTER – related to SUSHI • Guidance will be added to the CoP about SUSHI authentication • SUSHI compliance will become part of the audit

  34. The “usage reporting” landscape Library Collection Acquire Publisher Site 1 Agent Knowledge base Acquisitions System Publisher Site 2 Consortium ERM Usage consolidation tool Other Aggregator Site 1 Cost/Use  Library

  35. Thank YouOliver Peschopesch@ebsco.com

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