1. California Digital Library NISO Standardized Usage Statistics Harvesting Initiative (SUSHI): Z39.93 Chan Li California Digital Library ALA Midwinter 2009

2. California Digital Library Agenda SUSHI: What it is and Isnt Why is SUSHI important SUSHI/COUNTER relationship How does SUSHI work and how to implement SUSHI How does CDL deal with usage statistics What have we accomplished and Next Steps Discussion?

3. California Digital Library SUSHI: What it is and Isnt What it is: –A web-services model for requesting data Replaces the users need to download files from vendors website –SUSHI schema is to define the expected values that move from one place to another What it isnt: –A model for counting usage statistics (that's what the COUNTER Code of Practice does) –A usage consolidation application Slide courtesy of Adam Chandler, Cornell University Library SUSHI---Standardized Usage Statistics Harvesting Initiative

4. California Digital Library Why is SUSHI important? As the usage data continues to proliferate, libraries are still managing the usage data by hand and SUSHI is going to solve the difficult usage data collection/management problem without human intervention. SUSHI is a collaboration initiative that builds on and reinforces COUNTER standard work. oSUSHI is now capable of supporting any of COUNTER reports in Release 3, including the consortium reports oSUSHI support becomes a requirement for COUTNER Code of Practice compliance In Release 3.

5. California Digital Library COUNTER/SUSHI relationship DateStandardEvent January 2003COUNTERCOP 1 for journals and databases April 2005COUNTERCOP 2 for journals and databases Feb 2006NISO SUSHIVersion 0.1 of the SUSHI schema (proof of concept) September 2006NISO SUSHIVersion 1.0 of the SUSHI schema: Draft Standard for Trial Use, NISO Z39.93-200X October 2007NISO SUSHIVersion 1.5 of the SUSHI schema: ANSI/NISO Z39.93-2007 July 2008COUNTERCOP 3 for journals and databases November 2008NISO SUSHIa) Version 3.0 of the COUNTER Code of practice XML Schema; b) Version 1.6 of the SUSHI schema Slide courtesy of Adam Chandler, Cornell University Library

6. California Digital Library Technically, how does SUSHI work

7. California Digital Library Implementing SUSHI SUSHI is not a stand-alone application, it works with another system to retrieve COUNTER usage reports oSUSHI Client on the librarys server / usually integrated with an ERM system oSUSHI server on content providers system COUNTER reports need to be loaded into another system for processing and reporting For SUSHI to be effective, a Usage Management system must be in place

8. California Digital Library How does CDL deal with usage statistics Usage statistics is one of the major measures used at CDL to evaluate journals / databases performance Annual usage statistics collection project for major journal packages and databases licensed by UC libraries Data analysis for the e-resources when we have ad-hoc packages review projects: usage data, cost per use, citation data, Bergstrom- McAfee data, UC publication data, cost per article, use per article, etc. Downloading usage stats for 10 UC campuses and merging the usage stats with other data points are time consuming. ScholarlyStats service Manually manage the usage stats for the rest of the resources

9. California Digital Library Data analysis for Publisher A ISSN Journal Title List Price Coverage begin date Broad Subject Category Average Annual list price increase Relative cost index from Bergstrom-McAfee database Value from Bergstrom-McAfee database Impact Factor No. of articles published by UC authors UC aggregated usage data Usage % change from previous year Cost per Use 10 Campuses usage data

10. California Digital Library How will COUNTER and SUSHI help us Consortium Reports required by COUNTER Release 3 of the Code of Practice: –Full text requests by title and searches by database with breakdown by consortium member –A single login for all the consortium accounts We are going to test the SUSHI loads through our ERM implementation

11. California Digital Library Committee membership Adam Chandler (co-chair), Cornell University Library Oliver Pesch (co-chair), EBSCO Information Services Nettie Lagace, Ex Libris, Inc. Hana Levay, University of Washington Libraries Chan Li, California Digital Library and lots of help from NISO staff Call for more members?

12. California Digital Library Lets take a look at SUSHI website and what we have accomplished in the past

13. California Digital Library SUSHI Web Site (http://www.niso.org/workrooms/sushi) Data value registry Annotated diagrams SUSHI Compliance List

14. California Digital Library Next steps Continue to refine documentation and support Track content provider implementations through COUNTER Code of Practice Release 3 compliance auditing process. Deadline is August 31, 2009

15. California Digital Library Next Steps for YOU For Consolidators & Content Providers: Implement! Implement! Implement! For Librarians: Support! Support! Support!

16. California Digital Library Discussion: What are your experiences working with COUNTER reports and at your library, how do you use the usage data in the decision making process? What are your experiences working with SUSHI?

17. California Digital Library Thank You chan.li@ucop.edu