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Gathering eresourceusage data at King’s College London
CRIStin Summer Meeting, Oslo, 8 June 2016
Anna Franca, Head of Collection Development, King’s College London, on behalf of UKSG
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Overview
About UKSG and King’s College London
Why we need statistics
COUNTER reports
Collecting the data
Analysing the data and JUSP
Challenges
Final thoughts
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Mission
“ UKSG exists to connect the knowledge
community and encourage the exchange
of ideas on scholarly communication. It is
the only organisation spanning the wide
range of interests and activities across the
scholarly information community of
librarians, publishers, intermediaries and
technology vendors”
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UKSG Usage Statistics – Practical Skills for
Librarians
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King’s College London• Russell Group research-led
university est. 1828• c. 33,000 staff and students• King’s Health Partners, an
AHSC with three London NHS Trusts
• Period of major growth New Faculty of Business &
Management Increasing numbers of
international students Development of King’s Online
and distance learning programmes
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Library Services
• Six libraries in central London
• 5.1 million pounds spent on print and electronic resources in 2014-15
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Eresources: statistical snapshot
2014-2015:
50,000 ejournal titles395,000 ebook titles690 databases made available
5.9 million ejournal full text downloads1.9 million ebook requests5.9 million database searches
Ongoing investment in collections means more usage data to collect and manage
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Why collect usage statistics?
To support cancellation or renewal decisions
To show return on investment
For management information or reporting purposes, e.g. SCONUL annual return
To demonstrate…
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Evaluation as crucial element of the eresources lifecycle
Usage statistics are required to support this process
Helps to determine if a subscription has ‘value’
Acquire
Make accessible
EvaluateReview
Renew/
cancel
The eresources life-cycle
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“The purpose of the COUNTER Code of Practice is to facilitate the recording, exchange and interpretation of online usage data by establishing open, international standards and protocols for the provision of vendor-generated usage statistics that are consistent, credible and compatible”
COUNTER Code of Practice Release 4, p. 3 (http://www.projectcounter.org/r4/COPR4.pdf )
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Launched in March 2002
Counting Online Usage of Networked Electronic Resources
International initiative that sets standards that facilitate the recording and reporting of online usage statistics
Supported by publisher, intermediary and librarian communities
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First Code of Practice covering journals and databases published in 2003
Books and reference works in 2006
Release 4 is now a single integrated Code of Practice covering journals, databases, books and multimedia
Now considered the gold standard for measuring usage
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The three Cs!
CONSISTENTCREDIBLE
COMPARABLE
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Why is this important? Enables like for like comparison of usage statistics
from different publishers
Reports are easy to understand – no expertise required
Data can be manipulated, analysed and imported into other systems
By having a standard it makes it easier to determine the value and impact of our eresources
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Standard reports Report Description
Journal Report 1 Number of successful full-text article requests by month and Journal
Journal Report 1 GOA Number of successful gold open access full-text article requests by month and Journal
Journal Report 1a *
(Optional report)
Number of successful full-text article requests from an archive by month and journal
Journal Report 2 Access denied to full-text articles by month, journal and category
Journal Report 5 Number of successful full-text article requests by year-of-publication (YOP) and journal
Database Report 1 Total searches, result clicks and record views by month and database
Database Report 2 Access denied by month, database and category
Platform Report 1 (formerly
Database Report 3)
Total searches, result clicks and record views by month and platform
Book Report 1 Number of successful title requests by month and title
Book Report 2 Number of successful section requests by month and title
Book Report 3 Access denied to content items by month, title and category
Book Report 4 Access denied to content items by month, platform and category
Book Report 5 Total searches by month and title
Multimedia Report 1 Number of Successful Full Multimedia Content Unit Requests by Month and Collection
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At King’s we mainly collect and use…
Journal Report 1 (JR1)
Journal Report 1A (JR1A)
Journal Report 1 GOA (JR1 GOA)
Book Report 1 (BR1)
Book Report 2 (BR2)
Database Report 1 (DB1)
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Journal Report 1 (JR1) – Number of Successful Full-Text Article Requests by Month and Journal
Yearly totals About the
report
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What about Archival and GOA content?
JR1A provides the total number of successful full-text article requests from an archive by month and by journal JR5 provides the total number of successful full-text article requests by year of publication (YOP) and journal JR1 GOA Number of successful gold open access full text article requests by month and journal
These reports can be used in conjunction with the JR1 to help institutions determine which usage has come from a backfile or from older years.
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Database Report 1 (R4) Total Searches, Result Clicks and Record Views by Month and Database
Institution X
Period covered by Report:
2015-01-01 to 2015-12-31
Date run:
12/01/2016
Database Publisher Platform User Activity Reporting Period TotalJan-15 Feb-15 Mar-15 Apr-15
Natural Product Updates Royal Society of Chemistrypubs.rsc.orgRegular Searches 1 0 0 0 0
Natural Product Updates Royal Society of Chemistrypubs.rsc.orgSearches-federated and automated 0 0 0 0 0
Natural Product Updates Royal Society of Chemistrypubs.rsc.orgResult Clicks 0 0 0 0 0
Natural Product Updates Royal Society of Chemistrypubs.rsc.orgRecord Views 0 0 0 0 0
Synthetic Reaction Updates Royal Society of Chemistrypubs.rsc.orgRegular Searches 0 0 0 0 0
Synthetic Reaction Updates Royal Society of Chemistrypubs.rsc.orgSearches-federated and automated 0 0 0 0 0
Synthetic Reaction Updates Royal Society of Chemistrypubs.rsc.orgResult Clicks 0 0 0 0 0
Synthetic Reaction Updates Royal Society of Chemistrypubs.rsc.orgRecord Views 0 0 0 0 0
The Merck Index Online Royal Society of Chemistryrsc.org Regular Searches 56 4 0 2 4
The Merck Index Online Royal Society of Chemistryrsc.org Searches-federated and automated 0 0 0 0 0
The Merck Index Online Royal Society of Chemistryrsc.org Result Clicks 54 0 0 1 2
The Merck Index Online Royal Society of Chemistryrsc.org Record Views 54 0 0 1 2
Database report 1 (DB1) – Total Searches, Result Clicks and Record Views by Month and Database
Type of activity
Subscribed database
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Book report 1 (BR1) – Number of Successful Title Requests by Month and title
Book Report 1 (R4) Number of Successful Title Requests by Month and Title
Institution X
Period covered by Report:
2015-01-01 to 2015-12-31
Date run:
2016-03-03
Publisher Platform Book DOI Proprietary IdentifierISBN ISSN Reporting Period TotalJan-2015 Feb-2015 Mar-2015Apr-2015 May-2015
Total for all Titles 5055 608 432 547 496 419
ABC of Antenatal Care BMJ Books EBSCOhost 320867 978-1-280-19808-3 3 0 0 0 0 0
ABC of Asthma (ABC series) BMJ Books EBSCOhost 1046771 978-1-4051-7131-1 2 0 0 1 0 0
ABC of Clinical Genetics BMJ Books EBSCOhost 320368 978-1-280-28528-8 8 0 0 2 4 2
ABC of Clinical Haematology EBSCOhost 1006833 978-1-280-19805-2 1 0 0 1 0 0
ABC of Complementary Medicine EBSCOhost 993766 978-0-585-38461-0 3 0 0 0 0 0
ABC of Diabetes BMJ Publishing GroupEBSCOhost 1008571 978-1-280-19809-0 2 0 1 0 0 0
ABC of Eyes BMJ Books EBSCOhost 1035140 978-1-4051-4481-0 24 0 0 6 1 4
ABC of Heart Failure EBSCOhost 1046773 978-1-4051-7134-2 6 0 0 2 0 0
ABC of Hypertension Wiley EBSCOhost 1046810 978-1-4051-7135-9 12 1 1 1 0 0
ABC of Nutrition BMJ Publishing GroupEBSCOhost 1012719 978-1-4443-1422-9 3 0 0 0 0 0
ABC of Palliative Care (ABC series)BMJ Books EBSCOhost 1046806 978-1-4051-7136-6 7 0 0 0 0 1
ABC of Resuscitation BMJ Publishing GroupEBSCOhost 1026648 978-1-280-19804-5 3 0 0 1 1 0
ABC of Sexual Health EBSCOhost 993680 978-0-585-38631-7 1 0 0 0 1 0
Accident and Emergency Nursing (Accident & Emergency Nursing)Whurr PublishersEBSCOhost 1028252 978-0-470-03121-6 8 1 0 0 0 0
Action Research in Health CareBlackwell PublishingEBSCOhost 993153 978-0-632-06347-5 3 0 0 0 1 0
Adult Cardiac Surgery: Nursing Care and ManagementWhurr PublishersEBSCOhost 1025529 978-0-470-03129-2 3 1 0 1 0 1
COUNTER Release 4Reporting Period Total
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Book report 2 (BR2) – Number of Successful Section Requests by Month and Title
Book Report 2 (R4) Number of Successful Section Requests by Month and Title
Institution X Section Type:
Chapter
Period covered by Report
2015-01-01 to 2015-12-31
Date Run:
2016-03-04
Publisher Platform ISBN ISSN Reporting Period TotalJan-2015 Feb-2015 Mar-2015 Apr-2015
Total for all titles Project MUSE 3971 326 379 517 379
Low-Wage Work in the Wealthy World Russell Sage FoundationProject MUSE9781610446303 n/a 367 12 41 6 97
Cyberspace and National Security Georgetown University PressProject MUSE9781589019195 n/a 138 4 8 20 4
Women, Gender, and Terrorism University of Georgia PressProject MUSE9780820341309 n/a 130 3 3 12 12
Biopolitics NYU Press Project MUSE9780814752999 n/a 111 3 4 27 13
Anthropology at the Front Lines of Gender-Based ViolenceVanderbilt University PressProject MUSE9780826517821 n/a 61 0 30 22 3
Beyond the Resource Curse University of Pennsylvania PressProject MUSE9780812206173 n/a 59 23 13 5 0
Water Pollution Policies and the American StatesState University of New York PressProject MUSE9781438435435 n/a 58 0 0 58 0
Transitional Justice Rutgers University PressProject MUSE9780813550695 n/a 52 5 5 37 1
Europe and China Hong Kong University Press, HKUProject MUSE9789882208940 n/a 50 3 0 0 0
Venezuela’s Bolivarian Democracy Duke University PressProject MUSE9780822394310 n/a 50 0 50 0 0
Global Governance and the UN Indiana University PressProject MUSE9780253004154 n/a 48 1 0 10 0
Child Rights Purdue University PressProject MUSE9781612492056 n/a 47 2 0 0 0
Cosmopolitanism in the Age of Globalization The University Press of KentuckyProject MUSE9780813134666 n/a 46 0 26 0 14
Pax Sinica Hong Kong University Press, HKUProject MUSE9789882208773 n/a 46 0 0 0 0
Type of section
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Access denied reports can help you evaluate what your users are interested in accessing that you don’t already subscribe to.
ACCESS DENIED
Journal Report 2 (R4) - Access Denied to Full-Text Articles by Month, Journal and Category
Institution X
Period covered by Report:
2016-01-01 to 2016-04-30
Date run:
05/04/2016
Journal Publisher Platform Access Denied Category
Reporting
Period
Total
Jan-16 Feb-16 Mar-16
Total for all journals Future Medicine Future Medicine
Access denied:
concurrent/simultaneous user
license limit exceeded 0 0 0 0
Total for all journals Future Medicine Future Medicine
Access denied: content item not
licensed 646 207 199 233
Aging Health Future Medicine Future Medicine
Access denied:
concurrent/simultaneous user
license limit exceeded 0 0 0 0
Aging Health Future Medicine Future Medicine
Access denied: content item not
licensed 17 5 4 8
Biomarkers in Medicine Future Medicine Future Medicine
Access denied:
concurrent/simultaneous user
license limit exceeded 0 0 0 0
Biomarkers in Medicine Future Medicine Future Medicine
Access denied: content item not
licensed 40 6 10 22
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Collecting the data the old way
Manual downloads from multiple publisher websites required to gather usage statistics
Administration of different usernames and passwords to access individual sites
Many spreadsheets needed to store and track the data
Time consuming and labour intensive!
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Automation SUSHI (Standardized Usage
Harvesting Initiative)NISO standardProtocol for automating the collection of
usage statistics into local systemsReplaces time-consuming user-mediated
collectionWorks with ERMs and usage aggregation
services e.g. 360 Counter, Ustat, JUSP (Journal Usage Statistics Portal)
Frees up time for evaluation and analysis
Removes repetitive and time-consuming manual process
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Cost per use analysis
Journal C cost institution X a total of £2,500 in subscription fees in 2015
The total usage for that year was 6,032 full text downloads
£2,500 divided by 6,032 = £0.41
This gives us a cost per use of £0.41 per full text download
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What do we do with the data
• Cost per use analysis
• Explore higher cost per use in more detail
• Evaluate core title usage where applicable
• Automatically renew all single ejournaltitles up to an agreed percentage increase threshold
• Make greater use of JUSP for automated data aggregation and reporting features
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JUSP Journal Usage Statistics
Portal (JUSP)
Single point access to journal and ebook usage data
Designed by and for the library community
200 libraries in the UK signed up and over 80 publishers and intermediaries
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What data is collected in JUSP?
Journals
JR1 - Journal Report 1
JR1A - Journal Report 1A
JR1 Gold Open Access
Books
Book Report 1
Book Report 2
Book Report 3
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Key benefits of JUSP
Evaluates the whole picture by comparing different deals and including data from intermediary services
Inform decisions around substitutions or cancellations by analysing trends and usage
Saves times by gathering and downloading usage data directly into library management systems and usage analysis tools
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JR1 excluding backfile usage and GOA
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Adding core/subscribed titles
• Core titles are marked up in the KB+ (knowledge Base Plus)
• Information transfers from KB+ to JUSP
• Low usage of subscribed titles might indicate some titles could be swapped/substituted
• Low usage of non-subscribed titles might indicate deal is not good value
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Identifying core titles
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Trends over a six year period for a publisher ejournalpackage at King’s –shows usage increasing steadily over 6 year period
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SCONUL reporting
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Ustat
Ex Libris service for SFX customers for aggregating usage and comparing across platforms and publishers
Data loaded in COUNTER format manually or automatically by SUSHI
Includes DB1 usage data not included in JUSP
Interoperability with JUSP
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What else?
JUSP doesn’t include everything so we continue to download some reports manually
Spreadsheets! Unfortunately, still necessary
Other types of usage report e.g. NCC statistics
• Other tools: 360 Counter (Proquest), EBSCO Usage Consolidation
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Challenges: factors to consider when evaluating usage
• OA and archive content
• Title changes and transfers
• Platform design
• Data mining/crawling
• Impact of discovery systems
• Aggregator platforms
• Exchange rates
• Journal characteristics e.g. article length, quality
• Subject area
• Platform access and membership fees
• User behaviour
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Apples and oranges
No obligation for vendors to sign up to COUNTER
Vendors may provide Non COUNTER Compliant stats but there is no standard governing how they do this
They can package and present statistics as they choose
Difficult to compare different formats
Encourage NCC publishers to become COUNTER members
Image taken from Wikipedia (https://en.wikipedia.org/wiki/Apples_and_oranges), 27 April 2016
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How can we as Librarians incorporate other methods of impact assessment into our process?
COUNTER is only half the picture
Image taken from http://altmetrics.org/manifesto/ 9th May 2015
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Final thoughts• Usage statistics are ONE way the library can
assess the value of its eresource subscriptions
• Important to consider other factors at play…oNiche/specialist resourceso Changes to teaching/researchoWider environment
• View all data with caution and balance with qualitative data
• Start with a question. This will define what you need to collect and then what to do with the data