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COUNTER and e-resource management tools

This presentation by Jenny Walker from Ex Libris Group discusses the challenges and solutions in e-resource management, highlighting the COUNTER Standards and the SUSHI initiative for automated statistics retrieval. It explores the intricacies of metasearch technologies, addressing how they affect session and search counts in libraries. Emphasis is placed on the importance of standardization and the need for effective tracking of e-resource usage across various platforms. The insights provided aim to equip librarians with the necessary tools to manage online resources better.

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COUNTER and e-resource management tools

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  1. COUNTER and e-resource management tools Link Servers, Metasearch tools, ERM systems UKSG: December 2005Jenny WalkerVP MarketingEx Libris Groupjenny.walker@exlibrisgroup.com

  2. e-Resource Management Tools?

  3. SIAM journal on applied mathematics 

  4. SUSHI

  5. SUSHI • Standards Usage Statistics Harvesting Initiative • Initial premise: too difficult/too expensive for libraries to get their statistics each month • Goal: to retrieve and import COUNTER reports from compliant content providers into local systems automatically. • Proof-of-concept uses Web (SOAP) services – COUNTER JR-1 report • NISO workshop – early 2006

  6. Tripped up by Terminology?

  7. Platform/Service Publisher Journals

  8. Interface Link Target e-journals

  9. Search Target Collection?

  10. e-Product (Interface) e-Product (Package) e-Product(e-journals)

  11. Linking/Link Resolvers

  12. COUNTER basics Q: Who gets to count full text requests? • Publisher? • Aggregator? • E-Journal gateway? • Link Resolver? A: The party that delivers the actual text to the user

  13. Linking User finds citation of interest in an A&I database. An OpenURL link is provided Citation A&I Database Link menu Link Resolver Full Text Publisher site Full text Link-Out Link-Out

  14. By kind permission of JSTOR

  15. Portals/Metasearch

  16. Metasearch • Also known as: • Federated search • Broadcast search • User presented with a single search interface • Searches multiple information sources at same time • Eliminates (or assists with) resource selection • Retrieve, consolidates and ranks results • A new challenge for statistics

  17. Metasearch: a new challenge • What can be affected • Session counts • Search counts • Why? • “Search all” option or automatic selection/search of many resources • Perform simultaneous activities • Optimization techniques

  18. EBSCO OCLC ProQuest OVID Searching without Metasearch Resources -Product 1-Product 2-Product 3… user Visits = 1Sessions = 2Searches = 2

  19. EBSCO OCLC ProQuest OVID With Metasearch engine Metasearch -Search All -Business-Medicine… user Visits = 1Sessions = 20Searches = 20

  20. EBSCO OCLC ProQuest OVID With Metasearch engine Metasearch -Search All -Business-Medicine… user Visits = 1Sessions = 20Searches = 20 Visits = 1Sessions = 28Searches = 28

  21. Metasearch lessons • Libraries should want to isolate metasearch sessions and searches • Capture source of activity • Isolate metasearch IP address • Have metasearch access through separate account • Support metasearch standardization activities through NISO • We need a standard way to recognize a metasearch session

  22. e-Resource Reports and Stats • Metasearch Tools • Searches by Search Target • Link Resolvers • Clickthroughs per Journal • Clickthroughs per Link Target • ERM systems • Cost-usage analysis • Overlap analysis

  23. Thank You Jenny Walkerjenny.walker@exlibrisgroup.com

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