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					SUSHI: On overview and update

Oliver Pesch, EBSCO Information Services




                         ICOLC European Conference
                                       Rome, Italy
                                  October 12, 2006

                                 EBSCO Information Services
Overview
 A brief history
 The technology
     Web services – the chosen architecture
     The report request message
     The report response message
     The COUNTER payload
     Adding the security layer
 Consortia needs

                                EBSCO Information Services
SUSHI: A brief history
 COUNTER statistics provides excellent
  model and rules for usage statistics
  counting
 Libraries needed:
   A more efficient data exchange model
     Current model is file-by-file spreadsheet
      download
     Background query and response model is
      more efficient and scalable

                                EBSCO Information Services
SUSHI: A brief history
 Expanding scope of E-resources
 Data proliferation (many content providers)
 COUNTER extremely helpful, but…
 Lack of standardized “containers”
 Time consuming to gather, assemble,
  report
 Hence, SUSHI (Standardized Usage
  Statistics Harvesting Initiative)


                              EBSCO Information Services
SUSHI Objectives
 Solve the problem of harvesting and
  managing usage data from a growing
  number of providers.
 Promote consistency in usage
  formatting (XML)
 Automate the process



                         EBSCO Information Services
SUSHI: A brief history
 The SUSHI Steering Committee
   Nov. 2004 - Meetings between Cornell &
    Innovative
   July 2005 – Cross-Industry Committee
    forms:
       Libraries
       Subscription Agents
       Content Providers
       Integrated Library System vendors


                                 EBSCO Information Services
SUSHI: A brief history
 The SUSHI Steering Committee
   July. 2005 – Industry Committee forms:
       Cornell University – Adam Chandler
       Ex Libris – Ted Koppel
       EBSCO Information Systems – Oliver Pesch
       Harvard University
          California Digital Library – Ivy Anderson
     Innovative Interfaces – Ted Fons
     Thompson Scientific – Patricia Brennan
     University of Washington – Tim Jewell


                                       EBSCO Information Services
SUSHI: A brief history
 Technical Work
   Fall 2005 – Technical Discussions
     First tests – Innovative and EBSCO & Swets
   Early 2006 – Live Harvests
     University of Nebraska – Lincoln & EBSCO
     Washington State Univ. & Project Euclid
   Spring 2006 – Migration to NISO as coordinating
    body – Steering Committee continues work
   September 2006 – Draft Standard for Trial Use



                                  EBSCO Information Services
   SUSHI: What it is and Isn’t
 What it is:                   What it isn’t:
   A web-services model for
    requesting data               A model for
      Replaces the user’s         counting usage
       need to download            statistics
       files from vendor’s
       website
   A request for data where
    the response includes
    COUNTER data
      Using COUNTER’s
       schema
                                   EBSCO Information Services
SUSHI: The technology




 Web Services Architecture




                     EBSCO Information Services
Web Services: the chosen approach
for SUSHI
 Web services combine the best
  aspects of component-based
  development and the Web.
 Commercially accepted
 Widely supported (W3C)
 Secure

… but first some definitions
                               EBSCO Information Services
  Definitions
XML Schema (XSD)
     A language for describing the structure and
     constraining the contents of XML documents.
                                 (reactivity.com glossary)




                                  EBSCO Information Services
  Definitions
XML Schema (XSD)
     A language for describing the structure and
     constraining the contents of XML documents.
                                 (reactivity.com glossary)




                                  EBSCO Information Services
Definitions
Web Services
 Open, standard (XML, SOAP, etc.)
 based Web applications that interact
 with other web applications for the
 purpose of exchanging data.
                            (lucent.com)




                          EBSCO Information Services
Definitions
Simple Object Access Protocol (SOAP)
  SOAP is a lightweight XML based
  protocol used for invoking web
  services and exchanging structured
  data and type information on the
  Web.
                            (oracle.com)




                          EBSCO Information Services
Definitions
Web Services Description Language
 (WSDL) is an XML format published
 for describing Web services.
                     (wikipedia.org)




                          EBSCO Information Services
Web Services: An example
 System A provides online information
  about companies.
 System B provides real-time stock
  quotations.
 Using Web Services, System A can
  integrate real-time stock quotes into
  their company data.


                          EBSCO Information Services
    System A sends the stock symbol to System B.

 System A                                     System B




          Stock       Internet
 Online   symbol                                 Real Time
Company                                        Stock Quotes
  Data                                         (web service)




                                   EBSCO Information Services
System B returns the quote. All of this happens in milliseconds.

    System A                                         System B




            Stock           Internet
   Online   symbol                                      Real Time
  Company                                             Stock Quotes
                                             Stock    (web service)
    Data
                                             quote




                                          EBSCO Information Services
“Messages” are formatted in XML, and the protocol used to
  communicate is SOAP (Simple Object Access Protocol).

 System A                                        System B




          Stock         Internet


                   SOAP
 Online   symbol                                  Real Time
Company
                                           Stock Stock Quotes
  Data
                                           quote




                                      EBSCO Information Services
XML messages for SUSHI
 Report Request
   Requester
   Customer Reference
   Report Definition
 Report Response
     Requester
     Customer Reference
     Report Definition
     COUNTER report as payload

                             EBSCO Information Services
SUSHI Architecture
 The next series of slides graphically
  show a SUSHI transaction
   Library system requests a usage report
   SUSHI client makes the request
   SUSHI server processes request
   SUSHI server prepares COUNTER report
   SUSHI server “packages” and returns
    response
   SUSHI client processes COUNTER report
                            EBSCO Information Services
The Library and Content Provider’s systems are both
             connected to the internet.

Library                                   Content Provider




                     Internet




                                   EBSCO Information Services
The SUSHI client is software that runs on the library’s server,
         usually associated with an ERM system.

    Library                                      Content Provider

 ERM



                           Internet
SUSHI
Client




                                          EBSCO Information Services
The SUSHI server is software that runs on the Content Provider’s
          server, and has access to the usage data.

     Library                                     Content Provider

   ERM



                            Internet                       SUSHI
  SUSHI
                                                           Server
  Client
                                                        (web service)




                                                             Usage
                                                              Data




                                          EBSCO Information Services
 When the ERM system wants a COUNTER report, it sends a
  request to the SUSHI client, which prepares the request.

    Library                                   Content Provider


? ERM
          Request

                         Internet                       SUSHI
 SUSHI
                                                        Server
 Client
                                                     (web service)




                                                          Usage
                                                           Data




                                       EBSCO Information Services
The SUSHI request is sent to the Content Provider. The request
     specifies the report and the library the report is for.

    Library                                     Content Provider


? ERM
          Request                               Request

                           Internet                       SUSHI
 SUSHI
                                                          Server
 Client
                                                       (web service)




                                                            Usage
                                                             Data




                                         EBSCO Information Services
The SUSHI server reads the request then processes the usage
                           data.

    Library                                   Content Provider


? ERM
                                              Request

                         Internet                       SUSHI
 SUSHI
                                                        Server
 Client
                                                     (web service)




                                                          Usage
                                                           Data




                                       EBSCO Information Services
The SUSHI server creates the requested COUNTER report in XML
                           format.

     Library                                  Content Provider


? ERM
                          Internet                      SUSHI
  SUSHI
                                                        Server
  Client
                                                     (web service)


                                           COUNTER

                                                          Usage
                                                           Data




                                       EBSCO Information Services
 A response message is prepared according to the SUSHI XML
                          schema.

    Library                                   Content Provider


? ERM
                                           Response

                         Internet                       SUSHI
 SUSHI
                                                        Server
 Client
                                                     (web service)


                                           COUNTER

                                                          Usage
                                                           Data




                                       EBSCO Information Services
 The COUNTER report (XML) is added to the Response as its
        payload. The response is sent to the client.

    Library                                   Content Provider


? ERM
                                           Response

                         Internet                       SUSHI
 SUSHI                                     COUNTER
                                                        Server
 Client
                                                     (web service)




                                                          Usage
                                                           Data




                                       EBSCO Information Services
 The COUNTER report (XML) is added to the Response as its
        payload. The response is sent to the client.

    Library                                   Content Provider


? ERM
        Response

                         Internet                       SUSHI
 SUSHICOUNTER
                                                        Server
 Client
                                                     (web service)




                                                          Usage
                                                           Data




                                       EBSCO Information Services
  The SUSHI client processes the response and extracts the
                      COUNTER report.

    Library                                    Content Provider


? ERM
        Response

                          Internet                       SUSHI
 SUSHICOUNTER
                                                         Server
 Client
                                                      (web service)




                                                           Usage
                                                            Data




                                        EBSCO Information Services
The extracted COUNTER report is passed to the ERM system for
                    further processing.

    Library                                    Content Provider


ERM COUNTER
                          Internet                       SUSHI
 SUSHI
                                                         Server
 Client
                                                      (web service)




                                                           Usage
                                                            Data




                                        EBSCO Information Services
Report Request: Detailed View
 <ReportRequest>
   <requestor>
   <customerReference>
   <reportDefinition>




                          EBSCO Information Services
EBSCO Information Services
     <requester>




EBSCO Information Services
<customerReference>




EBSCO Information Services
 <reportDefinition>




EBSCO Information Services
Report Response: Detailed View
 <ReportResponse>
     <requestor>
     <customerReference>
     <reportDefinition>
     <reports>
       <journal_report>




                            EBSCO Information Services
EBSCO Information Services
EBSCO Information Services
EBSCO Information Services
EBSCO Information Services
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EBSCO Information Services
EBSCO Information Services
EBSCO Information Services
    Example code for SUSHI client
public static void GetReport()
  {
      ReportRequest request = new ReportRequest();
      request.Requestor = new Requestor("11", "Requestor Name", "Name@Company.com");
      request.CustomerReference = new CustomerReference(customerId, customer);
      ReportDefinitionFilters filters = new ReportDefinitionFilters(new Range(dateStart, dateEnd));
      request.ReportDefinition = new ReportDefinition(filters, "Report 1 (J1)");
      SushiWsClientProxy.SushiwsPort service = new SushiWsClientProxy.SushiwsPort();
      ReportResponse response = service.RetrieveJournal1Report(request);
  }




                                                               EBSCO Information Services
SUSHI is a Web Service which sends an XML Request to a content
 provider to obtain an XML response containing the usage report.

      Library                                    Content Provider


? ERM
                            Internet

                      SOAP
           Request
  SUSHI                                                SUSHI
  Client                                      Response Server


                                              COUNTER



                                                             Usage
                                                              Data




                                          EBSCO Information Services
Making it secure
 Follows Web Services conventions
 Levels
   Secure
      SSL
   Trusted
      Server can profile trusted clients
      Clients must deliver known customer ID
   Authorization
      Information providers can introduce customer
       level authorization

                                   EBSCO Information Services
SUSHI: Extendable & adaptable
 Built for flexibility
 Current SUSHI standard
   Handles additional reports
   Allows for systematic harvesting of usage
    from multiple institutions




                              EBSCO Information Services
Consortia needs
   Multiple institutions
   Specific content providers
   Consolidated reporting
   Institution-level reporting




                              EBSCO Information Services
SUSHI/COUNTER/Consortia
 What reports beyond COUNTER
  Journal Report 1?
 Consolidated reports with results
  broken down by institution?
 Need for “consortium” report that
  limits institution-level reporting to
  activity acquired by consortium?
 Other discussion?

                             EBSCO Information Services
SUSHI: An overview and update




           Thank you




                       EBSCO Information Services

				
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