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What does Elsevier count? Use Measures for Electronic Resources: Theory & Practice ALCTS Program, ALA, Chicago Daviess Menefee Director, Library Relations, Americas Date: June 27, 2005

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What does Elsevier count?Use Measures for Electronic Resources:

Theory & PracticeALCTS Program, ALA, Chicago

Daviess MenefeeDirector, Library Relations, AmericasDate: June 27, 2005

2

My Agenda for today Part 1: Some history on usage reporting with

ScienceDirect

Part 2: Present some of the business aspects of usage from a publisher’s point of view

Part 3: Look at a couple of interesting results on usage and its reporting from our internal studies

3

Not too long ago….

ScienceDirect usage reports were: Word Documents Derived by processing logfiles on a PC, over a

single weekend Provided only the barest of data Began with 6 insisting customers Delivered via email by the assigned Account

Manager Never detailed what was not used.

4

Did we know what we were doing? We thought so. Some internal concern over the potential impact of

usage reports on subscriptions No standard or benchmarks to follow Navigating in the dark Had high hopes to advance the “science” of usage

reporting and analysis. But we didn’t know what that was.

Usage reporting grew organically from the demands of the market as well as the business.

5

And then we made some mistakes.

Usage reporting and transactional downloads were not fully reconcilable. Two different systems in play.

Not including 0 usage in the reports caused a degree of unreliability in the reports.

Trying to define sessions in a session-less state was not very productive.

6

But then we did some good things.

Published a white paper indicating that we were reducing the number of downloads based on user behavior. (Our sales staff were not pleased.)

Invested heavily in designing and implementing a state of the art system that could provide reports directly to the customer.

Supported the establishment of Counter.

7

Did we learn anything?

Yes, about customer reporting. We have improved as an industry in defining and delivering them. We have come a long way.

We have created a trusted third party group to monitor and audit the reports.

We continue to study user behavior and try to understand it better.

8

Part 2: Why does Elsevier count usage?

Data for business information such as Trends Product Performance Return On Investment

Need Data for Informed decisions Determine Future Directions, ex: Pricing

9

Elsevier Management Reports

Produced Monthly Summarize Key Performance Indicators Indicators: Major Areas

Content System Customers Other (Links, trials, Web Editions, etc.)

10

Performance Indicators for SD Content Indicators

Number of Journals Number of Abstracts Number of full-text articles available

System Performance Number of Page Requests Total Full-text articles downloaded, PDF/HTML Total Articles incl. SD On Site Total Searches

11

Performance Indicators, 2

Customers Number of Contracts Number of Registered Accounts Number of Active Accounts Estimated number of user sessions Number of Active Users (cookie based)

12

More on Performance Indicators

“Other areas” measured: Trial Customers Guest Usage

Esp. Article downloads (PPV) Web Editions (limited to customer base

statistics) Promotional Usage Scirus (no. of searches and indexed pages) Linking Indicators

13

What is the point?

Company has set target numbers for most areas of the KPI’s.

Change our thinking from traditional publishing to how to grow an electronic journals--books business.

Enables the setting of objectives and priorities.

Publishing units now have usage goals.

14

Product Management Reports

Opportunity for product managers to review and comment on trends or explain why a number is out of proportion.

Examples: Usage of abstracts decreased during the month

but the number of guests users increased. MathML increased this month over last month

and points to a trend of continuing growth.

15

Data is converted to graphs

ScienceDirect Usage--One MonthHome Page

Subject corners

Journal issues / TOC pages

Articles

Database abstracts

Search result lists

Search activity

Gateway entries

Other

Journal/Book homepage visits

Journal/Book/MRW lists

16

What’s worth counting?

Just about everything that involves end users and content.

Full-text Articles are the norm but Elsevier also continues to monitor browsing behavior especially from guest users (a possible new market).

Important to look at changes and how that effects any usage (training, system changes, etc.)

17

Part 3: Some Internal Studies

1. Referring URL Study Who is sending us the traffic? What are the subject areas where users

come into the product?

2. Usage on Usage Study Are these reports really being used? Who is using them? What triggers use?

18

Traffic Referrals to SD

Major Sites (95%): Customers’ OPACs PubMed Elsevier Site – Cell Press Cross Ref ChemPort Search Engines (Scirus)

19

Referrals as a Chart

Customer

PubMed

Elsevier

Cross Ref

ChemPort

Search Engines

20

SD Entry by Subject Areas

0%

20%

40%

60%

80%

100%

Neuroscie

nceIm

mu

nology

Pha

rma

cologyB

iochem

istry

Medicine

Math

ematics

Agricultural S

ciS

ocial S

ci

Environm

ental Sci

Com

puter S

ci

Physics

Arts&

Hum

anitiesE

arth Sci

Ene

rgy

Decision S

ci

Chem

istry

Mate

rials Sci

Busin

ess&M

gmt

Chem

ical Eng

Eng

ineeringE

conomics

External Link Journal Home Page Main Home Page

j

21

Some Analysis on Subject Entry

Life Science end users prefer to come into ScienceDirect from 3rd party sources, namely the A&I databases

Humanities and Social Scientists prefer the Journal Home Page on ScienceDirect

For some areas there appears no difference: Energy, Chemical Engineering, Mat Sciences and Engineering.

22

2. Usage of Usage Reports

Internal Elsevier Study of use of ScienceDirect usage reports

Who uses usage reports? Asia/Pacific Librarians lead the list

What triggers use of these reports Email Alerts Asia/Pacific has the most alerts set up 63% customers use the reports when they have

an alert as opposed to 30% without the alert.

23

Effect of Alerts

Percentage of active accounts and percentage of accounts with alerts

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

% of accountsusing the reports

% accounts withalerts using the

reports

% accounts w/oalerts using the

reports

% accounts withalerts

APAC

Americas

EMEA

Total

24

Popular Usage Reports

Relative popularity over time

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

1a. FTA perjournal

*COUNTER*

1b. FTA perentitlement

2a. Generaloverview

4a.Searches

andsessions

*COUNTER*

3a. Usageby file type

2b. Usersand

sessions

3d.Document

usage stats

3b. Usageby

entitlement

25

Number of Reports over time

0.0

2.0

4.0

6.0

8.0

10.0

12.0

14.0

16.0F

eb

-03

Ma

r-0

3

Ap

r-0

3M

ay-

03

Jun

-03

Jul-

03

Au

g-0

3

Se

p-0

3O

ct-0

3N

ov-

03

De

c-0

3Ja

n-0

4

Fe

b-0

4M

ar-

04

Ap

r-0

4M

ay-

04

Jun

-04

Jul-

04

Au

g-0

4S

ep

-04

Oct

-04

No

v-0

4

De

c-0

4Ja

n-0

5

0

200

400

600

800

1000

1200

1400

1600

reports per id

active ids

26

Usage Reports: did we over build?

ScienceDirect data may indicate such. But the data may be useful some day and

probably best to keep it at hand for now. Are there more functional reports that

should be developed, e.g. factor in cost of content for performance measure?

27

To really end this presentation- We still do not know enough about user

behavior and how that affects the numbers. We do know that the users are disparate

and have different usage patterns in their respective subjects.

Open question: what are meaningful numbers and in what context. Answer may be a local solution.

Publishers don’t have all the answers either.

Thank You!

[email protected]