niso nasig usage webinar op-usage in the workflow
TRANSCRIPT
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Integrating COUNTER Statistics within the
Information Workflow
Oliver Pesch
Chief Product Strategist
EBSCO Information Services
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Gathering usage is just the first
step…
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and usage is just one piece of
the puzzle.
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Effective collection analysis involves
combining usage with other data for a
more complete picture
and presenting that information in a
meaningful context.
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Examples of usage in the workflow
(presenting usage in context)
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Subscription renewals
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Subscription renewals
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Subscription renewals
Instant access to cost-
per-use and holdings
data streamlines the
renewal process.
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Individual Titles
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Individual Titles
Detailed analysis,
holdings and usage
available for individual
orders.
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Publisher packages
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Publisher packagesPackage-level totals
presented
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Publisher packages
Quick charts to see the
“health” of the package.
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Publisher Packages
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Publisher Packages
Usage and cost-per-use
in package details
facilitates decisions on
“swaps” and “drops”.
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Usage vs other metrics
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Usage: The Key Metric
% of librarians indicating a metric as very important when making content decisions
Source: EBSCO, 2012; EBSCO Library Collection and Budgeting Trends Survey, 2012
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We asked librarians how they use
usage statistics:
98% for cancellation and/or renewal
decisions
72% for journal package negotiations
Source: EBSCO, 2012; EBSCO Library Collection and Budgeting Trends Survey,
2012
Why Usage Statistics Are Important
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Including other metric types
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Including other metric types
This library has included
Impact Factor and
Eigenfactor scores.
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Decisions and challenges related to usage
and collection analysis
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Usage from all platforms vs publisher platform
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Usage from all platforms vs publisher platform
This reports provides
analysis for the
publisher platform and
all platforms.
Is this an important title
for this library’s users?
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Subscriptions to “Combinations”
We have a single order
that is for two titles.
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Subscriptions to “Combinations”
The order is mapped to
both titles in holdings
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Subscriptions to “Combinations”
Usage for this “order”
accumulates usage
from both titles so cost-
per-use is meaningful.
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Mapping the data and analyzing
packages…
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Putting it all together: the basics
The goalA report showing subscribed
titles with their cost, use and
cost-per-use.
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Putting it all together: the basicsUsage Cost
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Putting it all together: the basicsUsage Cost
How do you
connect usage
to cost? ISSN?
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Putting it all together: the basicsUsage Cost
How do you
connect usage
to cost? ISSN?
Challenges with ISSN
matching- Wrong or missing ISSN
- Same ISSN on multiple rows
in COUNTER reports
- Same ISSN on multiple
reports
- Combinations have one cost
item but multiple usage entries
- Titles change publishers
(ISSN changes)
- Publishers change platforms
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Putting it all together: packagesUsage Cost
The goalCreate a package analysis
with package-level summary.
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Putting it all together: packagesUsage Cost
How do you
know what is
included in the
package?
Challenges
Analyzing the package as a
unit means accumulating
cost and usage for the entire
package.
COUNTER statistics are
reported at the “Platform”
level so the package content
is not defined in the report.
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Putting it all together: packagesUsage Cost
How do you
know what is
included in the
package?Solution
Incorporate detailed
holdings and/or package
definition into the analysis.
Holdings
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Putting it all together: other dataUsage CostHoldings Other
The goalAdd impact factors and other
key-decision data to the
report.
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Putting it all together: other dataUsage Cost
How do you
connect the other
data? ISSN?
Holdings Other
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Putting it all together: other dataUsage Cost
How do you
connect the other
data? ISSN?
Holdings Other
Inclusion of impact
factors, faculty
recommendations, do-
not-cancel information
has similar mapping
challenges.
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Putting it all togetherUsage CostHoldings Other
The goalMake this process
repeatable and as simple as
possible.
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Putting it all togetherUsage CostHoldings Other
What technology can
do all this?
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Putting it all togetherUsage CostHoldings Other
What technology can
do all this?
Some options
• Excel
• MS Access or similar
• Commercial products
with central knowledge
base to handle the
mappings.
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Summary
• Usage is a means to an end
• Usage needs to be combined with other data to be truly
effective
• Providing usage and related metrics within the workflow
can improve efficiency and quality of decision making
• The act of “combining” usage and other data has several
challenges
• Close sometimes has to be good enough
• Knowledge base centric applications will help with the
mapping