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Integrating COUNTER Statistics within the Information Workflow Oliver Pesch Chief Product Strategist EBSCO Information Services

Niso nasig usage webinar op-usage in the workflow

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Page 1: Niso nasig usage webinar op-usage in the workflow

Integrating COUNTER Statistics within the

Information Workflow

Oliver Pesch

Chief Product Strategist

EBSCO Information Services

Page 2: Niso nasig usage webinar op-usage in the workflow

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.

Page 5: Niso nasig usage webinar op-usage in the workflow

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?

Page 31: Niso nasig usage webinar op-usage in the workflow

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

Page 32: Niso nasig usage webinar op-usage in the workflow

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.

Page 34: Niso nasig usage webinar op-usage in the workflow

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

Page 37: Niso nasig usage webinar op-usage in the workflow

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.

Page 41: Niso nasig usage webinar op-usage in the workflow

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

Page 42: Niso nasig usage webinar op-usage in the workflow

Thank you

[email protected]