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SUSHI A beginner’s guide to NISO’s Standardized Usage Statistics Harvesting Initiative

SUSHI A beginner’s guide to NISO’s Standardized Usage Statistics Harvesting Initiative. Breakout Sessions: Group B UKSG Conference and Exhibition Torquay April 7-9, 2008 Oliver Pesch EBSCO Information Services opesch@ebsco.com. Overview. Background on usage statistics

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SUSHI A beginner’s guide to NISO’s Standardized Usage Statistics Harvesting Initiative

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  1. SUSHIA beginner’s guide to NISO’s Standardized Usage Statistics Harvesting Initiative Breakout Sessions: Group BUKSG Conference and ExhibitionTorquayApril 7-9, 2008Oliver PeschEBSCO Information Services opesch@ebsco.com

  2. Overview • Background on usage statistics • Why librarians collect them • Timeline of standards • Progression of improvements • COUNTER • SUSHI • What it is • How it works • SUSHI and COUNTER: why they are important • To libraries • To publishers

  3. Overview • Background on usage statistics • Why librarians collect them • Timeline of standards • Progression of improvements • COUNTER • SUSHI • What it is • How it works • SUSHI and COUNTER: why they are important • To libraries • To publishers

  4. Why do librarians collect usage statistics? • Because they must • Government and funding bodies may require them • E.g. ARL statistics • To inform renewal decisions • Overall use • Cost-per-use • Support cancellation decisions • Generally manage e-resources and the tools and programs that support them

  5. Why do librarians collect usage statistics? • Because they must • Government and funding bodies may require them • E.g. ARL statistics • To inform renewal decisions • Overall use • Cost-per-use • Support cancellation decisions • Generally manage e-resources and the tools and programs that support them

  6. Overview • Background on usage statistics • Why librarians collect them • Timeline of standards • Progression of improvements • COUNTER • SUSHI • What it is • How it works • SUSHI and COUNTER: why they are important • To libraries • To publishers

  7. Timeline for usage related standards efforts

  8. Timeline for usage related standards efforts Online collections and their use grows …..…

  9. Timeline for usage related standards efforts ICOLC Guidelines for Usage Data

  10. Timeline for usage related standards efforts ICOLC Guidelines: Release 2

  11. Timeline for usage related standards efforts Project COUNTER formed

  12. Timeline for usage related standards efforts COUNTER Code of Practice Release 1

  13. Timeline for usage related standards efforts ERMI committee formed

  14. Timeline for usage related standards efforts First commercial ERM released

  15. Timeline for usage related standards efforts ERM Usage Consolidation Module

  16. Timeline for usage related standards efforts SUSHI committee formed

  17. Timeline for usage related standards efforts COUNTER Code of Practice release 2

  18. Timeline for usage related standards efforts SUSHI released as draft standard

  19. Timeline SUSHI certified by ANSI as Z39.93

  20. Overview • Background on usage statistics • Why librarians collect them • Timeline of standards • Progression of improvements • COUNTER • SUSHI • What it is • How it works • SUSHI and COUNTER: why they are important • To libraries • To publishers

  21. Usage Statistics • Usage data importance grows with e-collections • Collection management • Budget management

  22. Usage Statistics • Usage data importance grows with e-collections • Collection management • Budget management • Credibility and consistency… • Different vendors using different terminology • Inconsistencies in processing lead to over counting • Formatting differences make comparison challenging

  23. Usage Statistics • Usage data importance grows with e-collections • Collection management • Budget management • Credibility and consistency… • Different vendors using different terminology • Inconsistencies in processing lead to over counting • Formatting differences make comparison challenging …COUNTER…

  24. Usage Statistics • Usage data importance grows with e-collections • Collection management • Budget management • Credibility and consistency… • Different vendors using different terminology • Inconsistencies in processing lead to over counting • Formatting difference comparison challenging • Consolidation and meaningful reporting… • Many vendors and reports to process • Collection-level views needed …COUNTER…

  25. Usage Statistics • Usage data importance grows with e-collections • Collection management • Budget management • Credibility and consistency… • Different vendors using different terminology • Inconsistencies in processing lead to over counting • Formatting difference comparison challenging • Consolidation and meaningful reporting • Many vendors and reports to process • Collection-level views needed …COUNTER… …Usage Consolidation tools (ERM)…

  26. Usage Statistics • Usage data importance grows with e-collections • Collection management • Budget management • Credibility and consistency… • Different vendors using different terminology • Inconsistencies in processing lead to over counting • Formatting difference comparison challenging • Consolidation and meaningful reporting… • Many vendors and reports to process • Collection-level views needed • Retrieving and processing… • Obtaining reports is time consuming • Formatting and other adjustments still needed …COUNTER… …Usage Consolidation tools (ERM)…

  27. Usage Statistics • Usage data importance grows with e-collections • Collection management • Budget management • Credibility and consistency… • Different vendors using different terminology • Inconsistencies in processing lead to over counting • Formatting difference comparison challenging • Consolidation and meaningful reporting… • Many vendors and reports to process • Collection-level views needed • Retrieving and processing… • Obtaining reports is time consuming • Formatting and other adjustments still needed …COUNTER… …Usage Consolidation tools (ERM)… …SUSHI…

  28. Overview • Background on usage statistics • Why librarians collect them • Timeline of standards • Progression of improvements • COUNTER • SUSHI • What it is • How it works • SUSHI and COUNTER: why they are important • To libraries • To publishers

  29. Goals • Codes of practice • Audit • Coming in release 3 http://www.projectcounter.org/

  30. Why COUNTER? • Goal: credible, compatible, consistent publisher/vendor-generated statistics for the global information community • Libraries and consortia need online usage statistics • To assess the value of different online products/services • To support collection development • To plan infrastructure • Publishers need online usage statistics • To experiment with new pricing models • To assess the relative importance of the different channels by which information reaches the market • To provide editorial support • To plan infrastructure

  31. COUNTER Codes of Practice • Definitions of terms used • Specifications for Usage Reports • What they should include • What they should look like • How and when they should be delivered • Data processing guidelines • Auditing • Compliance

  32. COUNTER: current Codes of Practice 1) Journals and databases • Release 1 Code of Practice launched January 2003 • Release 2 published April 2005 replacing Release 1 in January 2006 • Now a widely adopted standard by publishers and librarians • Almost 100 vendors now compliant • 10,000+ journals now covered • Librarians use it in collection development decisions • Publishers use it in marketing to prove ‘value’

  33. Journal and Database Code of Practice: Reports • Journal Report 1 Full text article requests by month and journal • Journal Report 2 Turnaways by month and journal • Database Report 1 Total searches and sessions by month and database • Database Report 2 Turnaways by month and database • Database Report 3 Searches and sessions by month and service

  34. COUNTER: current Codes of Practice 2) Books and reference works • Release 1 Code of Practice launched March 2006 • 10 vendors now compliant • Relevant usage metrics less clear than for journals • Different issues than for journals • Direct comparisons between books less relevant • Understanding how different categories of book are used is more relevant

  35. Books and Reference Works: Reports • Book Report 1 Number of successful requests by month and title • Book Report 2 Number of successful section requests by month and title • Book Report 3 Turnaways by month and title • Book Report 4 Turnaways by month and service • Book Report 5 Total searches and sessions by month and title • Book Report 6 Total searches and sessions by month and service

  36. Specific Formats

  37. Explicit report layout – “consistent”

  38. Credibility: COUNTER Audit • Independent audit required within 18 months of compliance, and annually thereafter • Audit is online, using scripts provided in the Code of Practice • Auditor can be: • Any Chartered Accountant • Another COUNTER-approved auditor • ABCE is the first COUNTER-approved auditor • Industry-owned • Not-for-profit • Independent and impartial • Part of ABC (Audit Bureau of Circulations) • Providing website traffic audits for over 150 companies and certifying over 1400 domains • Have successfully completed test audits on COUNTER usage reports

  39. Coming soon…Release 3 of the Journals and Databases Code of Practice Key features… • Consortium reports • Sets expectations for handling of: • Federated searching • Internet robots and archives like LOCKSS • Browser prefetching • Reports must be available in XML format • Revised COUNTER XML Schema • SUSHI support becomes a requirement for compliance

  40. Overview • Background on usage statistics • Why librarians collect them • Timeline of standards • Progression of improvements • COUNTER • SUSHI • What it is • How it works • SUSHI and COUNTER: why they are important • To libraries • To publishers

  41. SUSHI: Objectives • COUNTER statistics provides an excellent model and rules for usage statistics counting • Libraries needed: • A more efficient data exchange model • Current model is file-by-file spreadsheet download • Background query and response model is more efficient and scalable

  42. What it is: A web-services model for requesting data Replaces the user’s need to download files from vendor’s website A request for data where the response includes COUNTER data Using COUNTER’s schema What it isn’t: A model for counting usage statistics A usage consolidation application SUSHI: What it is and Isn’t

  43. SUSHI: COUNTER Reports Usage Reports • Journal Report 1 • Full text article requests by month and journal • Journal Report 2 • Turnaways by month and journal • Database Report 1 • Total searches and sessions by month and database • Database Report 2 • Turnaways by month and database • Database Report 3 • Searches and sessions by month and service

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