1. 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

2. Overview The librarians view of the landscape Tools and standards Importance of getting it right Looking ahead

3. Library Publisher Site 1 Publisher Site 1 Publisher Site 2 Publisher Site 2 Aggregator Site 1 Aggregator Site 1 Library Collection Much of the library collection no longer resides in the library

4. Library Publisher Site 1 Publisher Site 1 Publisher Site 2 Publisher Site 2 Aggregator Site 1 Aggregator Site 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)

5. 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 Publisher Site 1 Publisher Site 1 Publisher Site 2 Publisher Site 2 Aggregator Site 1 Aggregator Site 1 Library Collection Usage ? A librarian wanting to collect usage data has to download reports from content providers.

6. Library Publisher Site 1 Publisher Site 1 Publisher Site 2 Publisher Site 2 Aggregator Site 1 Aggregator Site 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.

7. Library Publisher Site 1 Publisher Site 1 Publisher Site 2 Publisher Site 2 Aggregator Site 1 Aggregator Site 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.

8. Library Publisher Site 1 Publisher Site 1 Publisher Site 2 Publisher Site 2 Aggregator Site 1 Aggregator Site 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.

9. Library Publisher Site 1 Publisher Site 1 Publisher Site 2 Publisher Site 2 Aggregator Site 1 Aggregator Site 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

10. Library Publisher Site 1 Publisher Site 1 Publisher Site 2 Publisher Site 2 Aggregator Site 1 Aggregator Site 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. Agent Acquisitions System Acquisitions System Consortium Other Acquire

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

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

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

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

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

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 aresponse containing the COUNTER report.

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

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 NISOs 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/

26. Little things make a big difference…

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

28. 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.

29. 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 dont match usage may not be counted.

30. 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.

31. In the works…

32. 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.

33. 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.

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

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

36. Thank You Oliver Pesch opesch@ebsco.com