libmeter seminar introduction basics

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LibMeter LibMeter Striving for Excellence with Electronic Library Statistics Indicators for Performance Evaluation Introduction - Basics Institut für Informationswissenschaft, University of Applied Sciences, Cologne (FH-Köln IIW) Seminar on Library Evaluation (S. FÜHLES-UBACH) Peter Ahrens Guest Lecture V 1.00a – 2009-05-18 Cologne, 7th May 2009

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Page 1: LibMeter Seminar Introduction Basics

LibMeterLibMeter

Striving for Excellence with Electronic Library Statistics

Indicators for Performance EvaluationIntroduction - Basics

Institut für Informationswissenschaft, University of Applied Sciences, Cologne (FH-Köln IIW)

Seminar on Library Evaluation

(S. FÜHLES-UBACH)

Peter Ahrens Guest Lecture

V 1.00a – 2009-05-18

Cologne, 7th May 2009

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The LibMeter Introduction Seminar is continued with the following

Slideshare Presentations: Current Practice eUsage Reporting

It also relates to: LibMeter Case Study #1(University of Düsseldorf)

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Roadmap of this PresentationIntroduction - Basics

I. Introduction - Basics A Quick Futuristic Web Tour Usage Stats for the Rest of Us (No Maths please!) Library Role, Services & Usage

II. Introduction – Current Practise Where to get Usage Figures from ? How to interpret usage Figures ? LibMeter Case Studies

III. Perspectives

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Roadmap of this PresentationLibMeter Introduction Basics

I. Introduction A Quick Futuristic Web Tour Usage Stats for the Rest of Us (No Maths please!) Library Role, Services & Usage

II. Practise Where to get Usage Figures from ? How to interpret usage Figures ? LibMeter Case Studies

III. Perspectives

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Introduction

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Questions to StartAre you familiar with ?

EZB DBIS DBS BIX DOI/CrossRef COUNTER OpenURL

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New Kind of Science & Library Stats on Web 2.0

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Example for Webometrics:Ranking of World Universities

http://www.webometrics.info/top100_continent.asp?cont=europe [2009-04-25]

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What „Google Insight“ can tell about German Libraries and Archives ? (I)

http://www.google.com/insights/search/#q=Anna%20amalia&cmpt=q [2009-05-18]

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What „Google Insight“ tells about German Libraries and Archives II

http://www.google.com/insights/search/#q=anna%20amalia%2Cstadtarchiv%20k%C3%B6ln&cmpt=q (2009-04-24)

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Usage Stats Theory Part I For the Rest of Us (No Maths please!)

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LibMeterLibMeterBasic Terms I Log

Record of Events Count = Value = Figure

Numerical Quantity Data Parameter

Variable (numerical) value; Here: Output ! Indicator

Something giving information Statistics = „Stats“

Collection of numerical data Analysis and Interpretation of Statistical Data

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LibMeterLibMeterBasic Terms II Logging

Storing and preserving a File-record with detailed technical Information about all occuring service events (Web)

Usage (figures or statistics) Quantitative parameters/values derived from filtering and

processing Log-Files (aggregating, relating, normalizing) Usage monitoring = analysing (web) usage figures over

time (longitudinal) or between services (transversal) Usability

Degree of suitability of (web) service for purpose

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LibMeterLibMeterBasic Terms III Performance

Degree of Effectiveness (e.g. of work or a service) Ranking

Position in Relation to others Working out Ranking Order

Rating classification of something on a scale according to how

much or how little of a quality it possesses Benchmarking

Comparing against a standard against which something can be measured

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Reporting Frequencies & Effect on Potential Uses and UsersIt takes Time for Results

2 periods for first value 3 periods for first pair 4 periods for confirmed

trend 5 periods for change in

trend

Annual Reporting Good picture after 5 yrs Longterm Dev. & Strategy

Monthly reporting Picture after a quarter Planning on Department or

workgroup level

Daily reporting Picture after a week Individual actions

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Usage Stats Theory Part II

Analysis & Interpretation (Sorry some Maths required!)

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Digesting Usage Figures - IDetermining Relevant Derivatives

Help! Too many too confusing too large numbers ...

Various Aspects of „Usage“ Baseline Figures

Normalized and Standardized Figures Change-Rates Previous Periods

(+/- Comparison with other Services) (+/- External Comparison)

Ranking, Rating

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Basic Terms IVUsage Counts and Derivatives

Value Example: Downloads (D)

Normalized Value or Ratio (per external basis) Example: Downloads per User (DpU)

First Derivative (by time=rate) – per period Example: Downloads per User per Year (DpUpY)

Second Derivative –> Trend Example: Growth/Decline=Change (CoDpUpY)

Third Derivative - > Trend Change Example: Acceleation/Slowdown (CoCoDpUpY)

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Product Introduction Phases My Own Idealized Schema

Phase I – Breakout Accelleration from zero base Pattern A/B/C 0>+ / 0>++ / 0>+++ Low counts, quickly rising

growth rate, very positive trend Timeline: 0 - 33 %Phase II – Growth (exponent.) +>+++ / ++>+++>++ / +++>0> --- Timeline: 34 – 66 %Phase III – Maturation Slowing Growth, to Plateau +++ / ++>0 / - >0 Timeline: 67 – 100 %

I II III

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From Library Service Introduction to

Product Life Cycle Approach

Consider a Library Service a

Standard ProductApply Theories from

Econometrics to „Webometrics“

See Overlaps Substitution Cycles

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Questions asked: How is the Library doing with eServices? How high is a specific usage ?

Absolute / standardized / ranked / rated Where is Library/are Users heading ?

Externally: Ranking compared to Peer-Institutions Other Countries

Internally Count development: Growth/Decline Increased Speed or Slowdown Reversal of current Trend Comparison with potential alternative/competing Services

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Which Library Decicisons are supported by Usage Figures ?

CONTENT Acquisitions / Subscriptions

Renewals Cancelations Newly identified content

SERVICES Web Customer Communication Web Services, Interfaces & Features Computer System InvestmentsHuman Resource Allocation

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Current PractiseeUsage Reporting

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(Electronic) Library Role, Services &

Usage

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How Needs, Services, Usage & Community Value are related ?

C O M M U N I T Y with N E E DS E R V I C E

S C

O P

E

U T

I L

I T Y

USA

BIL

ITY

ACCE

SSIB

ILIT

Y

VISI

BIL

ITY

AW

AR

ENES

S

USAGE ( = ACCEPTANCE)

VALUE

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New Thinking required for Virtual Library Services World

Principles Real VirtualOriginality Only One Original Endless "Clones", Derivatives

Number of Copies limited (Publish, Deposit, Inventarize, Lend, track

no limits - (no hassle)

Decision on Copying Usually Before any time afterTime and Distance matters a lot does not matter, instant

Retrieval Define Place for Original (and Copies)

Structured Meta-DataFulltext Indexing

Tools Shelf, Catalog Search Engine

Usage Statistics Real VirtualWho counts ? Humans, Library Computers, many Parties

How is counted ?Post-Hoc, Samples, Calc & Extrapolation

Real time logging,Instant Monitoring

Effort High Low

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Who is your Customer ? Many ways to count Users Multiple Definitions for User Base

Affiliated Users Primary users (Students, Staff) Guests (registered and others) Special User Groups (faculties, institutes etc.)

Active Users Recurring Users (e.g. last 12 months) Power Users (frequent uses)

Identification methods Individual Registration (OPAC for Borrowing, ILL, Copies) IP-based Log-In (+/- Proxy; -> Institutional IP-Domains) Other Authentication via single-sign-on, SHIBBOLETH

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Selected Readings to broaden and to deepen your Understanding

1. BIX - Der Bibliotheksindex 2008. B.I.T.online Sonderheft. 2008 Juni ;1-56.   2. Blecic DD, Fiscella JB, Wiberley Jr SE. Measurement of Use of Electronic Resources: Advances in Use

Statistics and Innovations in Resource Functionality. College and Research Libraries. 2007 ;68(1):26-44.   3. Ceynowa VK, Coners A. Balanced Scorecard für wissensch. Bibliotheken. Vittorio Klostermann; 2002.   4. Gallagher J, Bauer K, Dollar DM. Evidence-based librarianship: Utilizing data from all available sources to

make judicious print cancellation decisions. Lib. Collections, Acq. & Tech. Serv.. 2005 ;29(2):169-179.   5. George Boston, Whang M. E-Resources Usage Data: Apples to Oranges and Fixing Holes   [Internet].

Atlanta: 2008. [zitiert 2009 Apr 22] Available_from:http://209.85.129.132/search?q=cache:mj5wfYDT2BoJ:https://smartech.gatech.edu/bitstream/

1853/20874/13/Boston_Whang_ERL_final.ppt+scholarly-stats+sfx&cd=4&hl=de&ct=clnk&gl=de&client=firefox-a 6. Hutzler E. Bibliotheken gestalten Zukunft : Kooperative Wege zur digitalen Bibliothek. Dr. Friedrich

Geißelmann zum 65. Geburtstag. Universitätsverlag Göttingen; 2008.   7. Kreische J. Die Messung von Vernetzung. Nutzungsstatistiken mit SFX [Internet]. Münster: 2006.

1. Available from: http://docserv.uni-duesseldorf.de/servlets/DocumentServlet?id=9728 7.8. Kreische J. Zwischen Ranking und Qualitätsmanagement: BIX WB [Internet]. Mannheim: 2008.

1. Available from: http://www.opus-bayern.de/bib-info/volltexte/2008/583/pdf/BIX%20Mannheim%20(Word%202003).pdf9. Poll R, te Boekhorst P, Measuring quality, Saur, München, 2007.   10. Lossau N. digital services in academic libraries. In: Digital Convergence - Libraries of the Future: Libraries

of the Future. Springer; 2008.   11. Shepherd P. The feasibility of developing and implementing journal usage factors: a research project

sponsored by UKSG. Serials. 2007;20(2):117-123.

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Special Thanks for critical & constructive discussions to: Joachim KREISCHE, ULB Düsseldorf Simone FÜHLES-UBACH, FH Köln Eric MULDER, Den Haag Marion MÜLLER , ULB Düsseldorf Jessica BUSCHMANN, Dortmund Nol VERHAGEN, UvA, Amsterdam Sylvia THIELE , UB Dortmund Britta RIEBSCHLÄGER , ULB Düsseldorf Peter KOSTÄDT, UB Köln

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About me – Key Fields of InterestsLibrariesEarly 1970s – Founding highschool libraryEarly 1980s - Converting Card Catalog to electronic (Mainframe & punchcards)Late 1980s creating bibliographic database for 5.000+ article reprints (Mac) Since 1990 consulting scholarly libraries on retrieval systems, End user friendynessHospital Libraries

Life Sciences& Statistics

Ph.D. thesis on pattern recognition in brain Several peer-reviewed publicatios

Presentations

Publishing & SoftwareEditing & Managing highschool journal for 5 yearsHeading Cycling Campaign Newsletter for 3 years

Knowledge Finder – Biomedical Search Engine •Distribution & Localization for Europe

12 years e- Ressources•Elsevier / Kluver / Ex Libris

•Science Direct,Embase.com, Ovid, SFX, MetaLib

Knowledge Management1990s Scientific Knowledge Management Software • Development & DistributionLate 1990s e-library transformation• consulting, Projects, trainingsMid 2000s Library e-services•Development of Cooperative strategies•Market Analysis & Business Planning

Information Technology in the SciencesLate 1970s first own programming on handheld computers, then Mainframes, then Apple II, then MacLate 1980s German Academic Software Price for co-developping a relational bibliographicpProgram - PARiS1990s Fuzzy logic, natural language & relevance ranked output retrievalLate 1990s – Online e-Journal and integrated search platformsMid 2000s – OpenURL, Context sensitive linking, Metasearch, ERM, Recommenders, Library 2.0

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The LibMeter Introduction Seminar is continued with the following

Slideshare Presentations: Current Practice eUsage Reporting

It also relates to: LibMeter Case Study #1(University of Düsseldorf)

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Personal Announcement:It is intended to continue this series slowly with further modules amongst others on:

Detecting, following and predicting Usage-Trends Measuring Impact of e-Service Marketing Events

International Library Comparisons Comparing Academic & Library Excellence

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The End !

Thank YouPeter Ahrens

libmeter-at-gmail.com