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Usage Statistics in Context: related standards and tools
Oliver PeschChief Strategist, E-ResourcesEBSCO Information Services
Usage Statistics and Publishers: Implementation and New Insights
September 20, 2010
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Overview
• The librarian’s view of the landscape• Tools and standards• Importance of getting it right• Looking ahead
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Library
PublisherSite 1
PublisherSite 1
PublisherSite 2
PublisherSite 2
AggregatorSite 1
AggregatorSite 1
Library Collection
Much of the library collectionno longer resides in the library
Much of the library collectionno longer resides in the library
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Library
PublisherSite 1
PublisherSite 1
PublisherSite 2
PublisherSite 2
AggregatorSite 1
AggregatorSite 1
Library Collection
Users are often not in the library.
Usage data is captured by the content
provider (not the library)
Users are often not in the library.
Usage data is captured by the content
provider (not the library)
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User are often not in the library.
Usage data is captured by the content
provider (not the library)
User are often not in the library.
Usage data is captured by the content
provider (not the library)
Library
PublisherSite 1
PublisherSite 1
PublisherSite 2
PublisherSite 2
AggregatorSite 1
AggregatorSite 1
Library Collection
Usage?
A librarian wanting to collect usage data has to download reports
from content providers.
A librarian wanting to collect usage data has to download reports
from content providers.
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Library
PublisherSite 1
PublisherSite 1
PublisherSite 2
PublisherSite 2
AggregatorSite 1
AggregatorSite 1
Library Collection
Usage?
Usage
Usage consolidation tool
These reports are then loaded into some kind of tool to consolidate the usage, so a single
report can be prepared.
These reports are then loaded into some kind of tool to consolidate the usage, so a single
report can be prepared.
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Library
PublisherSite 1
PublisherSite 1
PublisherSite 2
PublisherSite 2
AggregatorSite 1
AggregatorSite 1
Library Collection
Usage?
Usage
Usage consolidation tool
Different formats
Different terminology
Different counting rules
Initially there were a number of challenges with this approach.
COUNTER was created to address these.
Initially there were a number of challenges with this approach.
COUNTER was created to address these.
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Library
PublisherSite 1
PublisherSite 1
PublisherSite 2
PublisherSite 2
AggregatorSite 1
AggregatorSite 1
Library Collection
Usage?
Usage
Usage consolidation tool
Retrieving stats can be time consuming
Retrieving reports is a lot of work. The role of SUSHI is to
automate this process.
Retrieving reports is a lot of work. The role of SUSHI is to
automate this process.
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Library
PublisherSite 1
PublisherSite 1
PublisherSite 2
PublisherSite 2
AggregatorSite 1
AggregatorSite 1
Library Collection
Usage?
Usage
Usage consolidation tool
SUSHI uses a client/server approach in which software at the library talks to
software at the publisher site to
retrieve the reports
SUSHI uses a client/server approach in which software at the library talks to
software at the publisher site to
retrieve the reports
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SUSHI uses a client/server approach in which software at the library talks to
software at the publisher site to
retrieve the reports
SUSHI uses a client/server approach in which software at the library talks to
software at the publisher site to
retrieve the reports
Library
PublisherSite 1
PublisherSite 1
PublisherSite 2
PublisherSite 2
AggregatorSite 1
AggregatorSite 1
Library Collection
Cost/Use?
Usage consolidation tool
Librarians also measure value by
computing cost-per-use. Cost data must
be obtained and loaded into the system.
Librarians also measure value by
computing cost-per-use. Cost data must
be obtained and loaded into the system.
AgentAgent
AcquisitionsSystem
AcquisitionsSystem
ConsortiumConsortium
OtherOther
Acquire
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Cost/Use?
Cost/Use
Library
PublisherSite 1
PublisherSite 1
PublisherSite 2
PublisherSite 2
AggregatorSite 1
AggregatorSite 1
Library Collection
Usage consolidation tool
Acquire
AgentAgent
AcquisitionsSystem
AcquisitionsSystem
ConsortiumConsortium
OtherOther
Cost information is combined with usage
numbers to create the measures.
Cost information is combined with usage
numbers to create the measures.
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Cost/Use
Library
PublisherSite 1
PublisherSite 1
PublisherSite 2
PublisherSite 2
AggregatorSite 1
AggregatorSite 1
ERMERM
Library Collection
Usage consolidation tool
Acquire
AgentAgent
AcquisitionsSystem
AcquisitionsSystem
ConsortiumConsortium
OtherOther
If the library is using an ERM system,
it will have a knowledge base.
If the library is using an ERM system,
it will have a knowledge base.
Knowledgebase
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Cost/Use
Library
PublisherSite 1
PublisherSite 1
PublisherSite 2
PublisherSite 2
AggregatorSite 1
AggregatorSite 1
ERMERM
Library Collection
Usage consolidation tool
Acquire
AgentAgent
AcquisitionsSystem
AcquisitionsSystem
ConsortiumConsortium
OtherOther
The title lists for the knowledge base usually come from content providers
The title lists for the knowledge base usually come from content providers
Knowledgebase
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Cost/Use
Library
PublisherSite 1
PublisherSite 1
PublisherSite 2
PublisherSite 2
AggregatorSite 1
AggregatorSite 1
ERMERM
Library Collection
Usage consolidation tool
Acquire
AgentAgent
AcquisitionsSystem
AcquisitionsSystem
ConsortiumConsortium
OtherOther
Inconsistent reports, inaccurate lists, lack of information cause
problems
Inconsistent reports, inaccurate lists, lack of information cause
problems
Knowledgebase
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Cost/Use
Library
PublisherSite 1
PublisherSite 1
PublisherSite 2
PublisherSite 2
AggregatorSite 1
AggregatorSite 1
ERMERM
Library Collection
Usage consolidation tool
Acquire
AgentAgent
AcquisitionsSystem
AcquisitionsSystem
ConsortiumConsortium
OtherOther
KBART is a recommended practice to improve the knowledge base
quality
KBART is a recommended practice to improve the knowledge base
quality
Knowledgebase
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More on standards, tools and available assistance…
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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.
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Usage Reporting
System
Usage Reporting
System
Library
PublisherSite 2
PublisherSite 2
Usage Consolidation
tool
SUSHI is an enabling technology (not a
product)
SUSHI is an enabling technology (not a
product)
Knowledgebase
SUSHIClient
SUSHIClient
SUSHIServerSUSHIServer
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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.
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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.
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Getting help with SUSHI
NISO’s SUSHI Site…
http://www.niso.org/workrooms/sushi
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FAQs for librarians, content providers and
about COUNTER
FAQs for librarians, content providers and
about COUNTER
Getting started guides for client and server
development.
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…
Links to free client software, a developer kit for a .NET
server, a tool to help consortia harvest usage,
and more…
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Schemas both as text and graphical representations.
Schemas both as text and graphical representations.
A discussion list for developers. Get answers to questions, collaborate with others to test your
services.
A discussion list for developers. Get answers to questions, collaborate with others to test your
services.
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Getting help with SUSHI
The SUSHI Server Registry
http://sites.google.com/site/sushiserverregistry/
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Little things make a big difference…
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Library
PublisherSite 1
PublisherSite 1
PublisherSite 2
PublisherSite 2
AggregatorSite 1
AggregatorSite 1
ERMERM
Library Collection
Cost/Use?
Usage consolidation tool
Acquire
AgentAgent
AcquisitionsSystem
AcquisitionsSystem
ConsortiumConsortium
OtherOther
Cost/Use
Common problems… “The Journal of XYZ”
Common problems… “The Journal of XYZ”
Knowledgebase
Journal of XYZJournal of XYZThe Journal of XYZThe Journal of XYZ
XYZ JournalXYZ Journal
Journal of XYZ, TheJournal of XYZ, The
Cost doesn’t get applied correctly
Cost doesn’t get applied correctly
Under counting because usage not combined
Under counting because usage not combined
Usage may be rejected as “not in
collection”
Usage may be rejected as “not in
collection”
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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.
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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.
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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.
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In the works…
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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.
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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.
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COUNTER – related to SUSHI
• Guidance will be added to the CoP about SUSHI authentication
• SUSHI compliance will become part of the audit
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Cost/Use
Library
PublisherSite 1
PublisherSite 1
PublisherSite 2
PublisherSite 2
AggregatorSite 1
AggregatorSite 1
ERMERM
Library Collection
Usage consolidation tool
Acquire
AgentAgent
AcquisitionsSystem
AcquisitionsSystem
ConsortiumConsortium
OtherOther
The “usage reporting” landscape
The “usage reporting” landscape
Knowledgebase