1. ScholarlyStats: How it Utilizes COUNTER and SUSHI Standards, Questions Regarding Effective Use, and Future Strategic Plans for the Service Tina Feick, Vice President, Swets November 1, 2007 NISO Usage Data Forum Dallas, TX

2. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 2 www.scholarlystats.com www.scholarlystats.com Integrated monthly usage reports

3. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 3 Swets and ScholarlyStats OCTOBER 2, 2007 Swets acquires ScholarlyStats from MPS Technologies Exclusive ownership MPS Technologies contracted to continue to operate and develop the service. Launched in 2005 Winner – 2006 Best Library Product Award –  International Information Industry Awards Swets – 1 st Global Channel Partner – since 2006

4. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 4 Answer a few Quick Questions Upfront Will honor the current contractual obligations No plans to change the price of ScholarlyStats Current distributors and consortia arrangements continued Customers informed Contact for technical issues to MPS – info on website Swets Sales and Customer Service Departments quickly getting up to speed. All orders and invoices from the Swets system.

5. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 5 Why did Swets buy ScholarlyStats? Swets sees usage statistics as a strategic part of the acquisition process for libraries. As an intermediary, Swets’ strategic focus is to match libraries’ needs to support assimilating holdings, price information and usage statistics in an integrated environment, offering customers a true decision support model. Usage stats are a key decision making tool and becoming more important.

6. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 6 Why Look At ScholarlyStats? Current challenges for librarians when collecting usage statistics: Large number of vendor sites with very different, and at times confusing, interfaces Some COUNTER publishers are not COUNTER compliant Some data not timely (need to keep trying) Inconsistent formatting options across vendors Regular changes to vendor interfaces Report terminology varies Merging data together is a “nightmare” Rinse and Repeat – every month Consortia counting

7. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 7 Some clarifications ScholarlyStats agreement is with library and not with publisher If a publisher changes access to usage statistics, library must inform or will be unable to download statistics from the publisher’s website. ScholarlyStats does not have the authority at this time to obtain updated passwords etc.

8. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 8 The solution - ScholarlyStats Save time collecting and organising reports Reduce the real cost of managing statistics Easy to use tools and reports to inform decisions Clear and consistent reporting formats Greater insight into how users access

9. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 9 ScholarlyStats Dashboard Reports Consolidated Reports

10. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 10 MPS Processing Delivery to the portal The process Collection Neutralisation Processing, Consolidation, Dashboard Generation Permanent access to your reports through portal for customers

11. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 11 Project COUNTER "The core mission of COUNTER has always been to make usage statistics comparable and useful. COUNTER does not endorse individual products, but we welcome initiatives like ScholarlyStats from MPS Technologies that help us meet this goal by making usage statistics more usable and accessible to libraries." Peter Shepherd, COUNTER Project Director - www.projectcounter.org

12. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 12 ScholarlyStats Consolidated Reports Consolidated Journal Report 1 Full-text article requests by Journal Title, Platform and Month Consolidated Database Report 1 Searches and Sessions by Month and Database Consolidated Database Report 2 Turnaways by Month and Service Consolidated Database Report 3 Searches and Sessions by Month and Service Currently 46 Platforms 450 Databases 70,000 Journals Including: ACS Publications Blackwell Synergy Elsevier Science BioOne Highwire Press IngentaConnect EBSCOhost Meta Press Nature Publishing Group Proquest Scitation SwetsWise Thomson Gale …

13. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 13 Kicking off analysis Dashboard Reports Total Number of Journals Total Use for each Platform Average Use by Platform Long Tail - 80:20 usage Top 10 Journals by Platform Top 50 journals across Platforms Low Usage Journals Zero Use Journals Sample Report: Total journal use by Platform Sample Report: Average journal use by Platform

14. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 14 COUNTER + SUSHI + ScholarlyStats

15. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 15 SUSHI – ScholarlyStats LOVES SUSHI As of October 2007 – 15 SUSHI Implementations through: Innovative (US) Thomson Scientific ISI (US and Australia) Do not have to go to ScholarlyStats portal and download reports Automatically loaded into ERM Tested with Ex Libris Verde ERM system – not in production yet Compatible with two versions of the SUSHI standard  0.1 version  1.0 version Detailed instructions available

16. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 16 ScholarlyStats Integration Partner Detailed process Requires signed partner agreement SUSHI Testing Establish authentication of account Currently four partners

17. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 17 SUSHI Considerations Very straightforward implementation – 2 days of programming Add an additional authentication on IP address – beyond SUSHI standard – systems can be held at a central or local location Only supports JR1 type reports at this time – database reports not available Versioning of reports not supported by the standard Adoption is slow with ERM vendors Real time generation of reports takes alot of time for big vendors and libraries Looking forward to version 2 - databases

18. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 18 COUNTER and ScholarlyStats Major pillar of the ScholarlyStats product MPS on board of Project COUNTER Want all electronic content providers to utilize Even with the COUNTER standard – COUNTER reports vary  Put apostrophes around ISSN  Differing naming conventions Looking forward to 2.5

19. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 19 SwetsWise Selection Support Swets is developing SwetsWise Selection Support Libraries have many options to acquire content and need to make the right choices Accountability of acquisition decisions becomes more important More decision-supporting information available; e.g. usage statistics and impact factors Decision-support information available with different providers and in many formats Not enough resources for libraries to collect and analyze all decision- support information

20. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 20 SwetsWise Selection Support Swets is developing SwetsWise Selection Support Swets can help libraries in the manage and acquisition stage of the customer subscription management process Swets strives to offer libraries and online platform to combine bibliographic data, holdings, price information, usage statistics and impact factors Data analysis, creating scenario’s and generating reports

21. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 21 SwetsWise Selection Support Tool Online platform combining bibliographic data, holdings, price information, usage statistics, impact factors and citation data Customers can view their holdings and look for alternatives based on classifications and who-bought-this-bought-that Customers can filter their holdings on e.g. low usage statistics, low impact factors and high price per click Customers can create scenarios for decision-making to filter certain categories of holdings. The scenarios will then calculate the impact on the library budget Customers can create clear reports to present collection decisions and to visualize the various options

22. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 22 The plans First steps: Combining subscription data and usage statistics Usage statistics from ScholarlyStats Subscription data from Swets Result: price per use Future development: Usage factor (project COUNTER) Expanding the online platform with other elements

23. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 23 Conclusions We are committed to providing our customers with the best acquisition decision support we can possibly give Our commitment is shown by the recent acquisition of ScholarlyStats We believe Swets is in the right position, neutral to publishers and their content, with already a wealth of information available to us

24. © Swets 2007 Confidential. Copying and distribution prohibited without express written permission from Swets. 24 a clearer view of your usage statistics! www.scholarlystats.com Tina Feick Vice President, Customer Relations 1-800-645-6595 tfeick@us.swets.com