Niso nasig usage webinar op-usage in the workflow

Integrating COUNTER Statistics within the

Information Workflow

Oliver Pesch

Chief Product Strategist

EBSCO Information Services

Gathering usage is just the first

step…

and usage is just one piece of

the puzzle.

Effective collection analysis involves

combining usage with other data for a

more complete picture

and presenting that information in a

meaningful context.

Examples of usage in the workflow

(presenting usage in context)

Subscription renewals

Subscription renewals

Subscription renewals

Instant access to cost-

per-use and holdings

data streamlines the

renewal process.

Individual Titles

Individual Titles

Detailed analysis,

holdings and usage

available for individual

orders.

Publisher packages

Publisher packagesPackage-level totals

presented

Publisher packages

Quick charts to see the

“health” of the package.

Publisher Packages

Publisher Packages

Usage and cost-per-use

in package details

facilitates decisions on

“swaps” and “drops”.

Usage vs other metrics

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

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

Including other metric types

Including other metric types

This library has included

Impact Factor and

Eigenfactor scores.

Decisions and challenges related to usage

and collection analysis

Usage from all platforms vs publisher platform

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?

Subscriptions to “Combinations”

We have a single order

that is for two titles.

Subscriptions to “Combinations”

The order is mapped to

both titles in holdings

Subscriptions to “Combinations”

Usage for this “order”

accumulates usage

from both titles so cost-

per-use is meaningful.

Mapping the data and analyzing

packages…

Putting it all together: the basics

The goalA report showing subscribed

titles with their cost, use and

cost-per-use.

Putting it all together: the basicsUsage Cost

Putting it all together: the basicsUsage Cost

How do you

connect usage

to cost? ISSN?

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

Putting it all together: packagesUsage Cost

The goalCreate a package analysis

with package-level summary.

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.

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

Putting it all together: other dataUsage CostHoldings Other

The goalAdd impact factors and other

key-decision data to the

report.

Putting it all together: other dataUsage Cost

How do you

connect the other

data? ISSN?

Holdings Other

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.

Putting it all togetherUsage CostHoldings Other

The goalMake this process

repeatable and as simple as

possible.

Putting it all togetherUsage CostHoldings Other

What technology can

do all this?

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.

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

Thank you

opesch@ebsco.com