NISO Standardized Usage Statistics Harvesting Initiative (SUSHI

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					NISO Standardized Usage Statistics
  Harvesting Initiative (SUSHI):
             Z39.93
                    Chan Li
           California Digital Library
            ALA Midwinter 2009




                                        California Digital Library
                 Agenda
• SUSHI: What it is and Isn’t
• Why is SUSHI important
• SUSHI/COUNTER relationship
• How does SUSHI work and how to implement
  SUSHI
• How does CDL deal with usage statistics
• What have we accomplished and Next Steps
• Discussion?
                              California Digital Library
                           SUSHI: What it is and Isn’t
             SUSHI---Standardized Usage Statistics Harvesting Initiative
  • What it is:                                               • What it isn’t:
    – A web-services model for                                  – A model for counting usage
      requesting data                                             statistics (that's what the
       • Replaces the user’s need to                              COUNTER Code of Practice
           download files from                                    does)‫‏‬
           vendor’s website
                                                                – A usage consolidation
    – SUSHI schema is to define the
                                                                  application
      expected values that move
      from one place to another




Slide courtesy of Adam Chandler, Cornell University Library               California Digital Library
       Why is SUSHI important?
• As the usage data continues to proliferate, libraries are still
  managing the usage data by hand and SUSHI is going to
  solve the difficult usage data collection/management
  problem without human intervention.

• SUSHI is a collaboration initiative that builds on and
  reinforces COUNTER standard work.
       o SUSHI is now capable of supporting any of COUNTER reports in
         Release 3, including the consortium reports
       o SUSHI support becomes a requirement for COUTNER Code of
         Practice compliance In Release 3.

                                               California Digital Library
   COUNTER/SUSHI relationship
Date                          Standard                  Event

January 2003                  COUNTER                   COP 1 for journals and databases

April 2005                    COUNTER                   COP 2 for journals and databases

Feb 2006                      NISO SUSHI                Version 0.1 of the SUSHI schema (proof of concept)

September 2006                NISO SUSHI                Version 1.0 of the SUSHI schema: Draft Standard for Trial
                                                        Use, NISO Z39.93-200X
October 2007                  NISO SUSHI                Version 1.5 of the SUSHI schema: ANSI/NISO Z39.93-2007

July 2008                     COUNTER                   COP 3 for journals and databases

November 2008                 NISO SUSHI                a) Version 3.0 of the COUNTER Code of practice XML
                                                        Schema; b) Version 1.6 of the SUSHI schema

                                                                                 California Digital Library
Slide courtesy of Adam Chandler, Cornell University Library
Technically, how does SUSHI work
       SUSHI simplifies the work by automatically connecting
       the Usage Consolidation Application with a content
       provider

                SUSHI
                Client    SUSHI Request
                           for COUNTER
                               report


                                                                      Content
Usage Consolidation              SOAP                                 Provider
 Application / ERM

                                          SUSHI Response with
                                           COUNTER report in        SUSHI      Usage
                                              XML format            Server
                                                                               Reports


                                                            California Digital Library
           Implementing SUSHI
• SUSHI is not a stand-alone application, it works with
  another system to retrieve COUNTER usage reports
   o SUSHI Client on the library’s server / usually integrated with an
     ERM system
   o SUSHI server on content provider’s system

• COUNTER reports need to be loaded into another system
  for processing and reporting

• For SUSHI to be effective, a Usage Management system
  must be in place

                                                California Digital Library
 How does CDL deal with usage
           statistics
• Usage statistics is one of the major measures used at CDL
  to evaluate journals / databases performance
        Annual usage statistics collection project for major journal packages
         and databases licensed by UC libraries
        Data analysis for the e-resources when we have ad-hoc packages
         review projects: usage data, cost per use, citation data, Bergstrom-
         McAfee data, UC publication data, cost per article, use per article, etc.


• Downloading usage stats for 10 UC campuses and merging
  the usage stats with other data points are time consuming.
        ScholarlyStats service
        Manually manage the usage stats for the rest of the resources

                                                     California Digital Library
                 Data analysis for Publisher A




•   ISSN                                        •   No. of articles published by UC authors
•   Journal Title                               •   UC aggregated usage data
•   List Price                                  •   Usage % change from previous year
•   Coverage begin date                         •   Cost per Use
•   Broad Subject Category                      •   10 Campuses usage data
•   Average Annual list price increase
•   Relative cost index from Bergstrom-McAfee
    database
•   Value from Bergstrom-McAfee database
•   Impact Factor



                                                              California Digital Library
   How will COUNTER and SUSHI help us
• Consortium Reports required by COUNTER Release 3 of the Code of
  Practice:
    – Full text requests by title and searches by database with breakdown by
      consortium member
    – A single login for all the consortium accounts


• We are going to test the SUSHI loads through our ERM
  implementation




                                                     California Digital Library
            Committee membership
• Adam Chandler (co-chair), Cornell University
  Library
• Oliver Pesch (co-chair), EBSCO Information
  Services
• Nettie Lagace, Ex Libris, Inc.
• Hana Levay, University of Washington Libraries
• Chan Li, California Digital Library
• and lots of help from NISO staff
• Call for more members?
                                      California Digital Library
Let’s take a look at SUSHI website
and what we have accomplished in
               the past



                         California Digital Library
SUSHI Web Site (http://www.niso.org/workrooms/sushi)


                             Annotated diagrams



                               Data value registry




                              SUSHI Compliance List




                                       California Digital Library
                  Next steps


• Continue to refine documentation and support
• Track content provider implementations through
  COUNTER Code of Practice Release 3 compliance
  auditing process. Deadline is August 31, 2009




                                    California Digital Library
              Next Steps for YOU
• For Consolidators & Content Providers:
  Implement! Implement! Implement!

• For Librarians:
  Support! Support! Support!




                                 California Digital Library
             Discussion:
•What are your experiences working with
COUNTER reports and at your library, how do
you use the usage data in the decision making
process?

•What are your experiences working with
SUSHI?




                                   California Digital Library
Thank You
chan.li@ucop.edu




                   California Digital Library

				
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