Last revised: 8-Dec-2005 JURO : Creating the Journal Usage Report Online System Presented by Ki Tat LAM Head of Library Systems The Hong Kong University of Science and Technology Library 6th Annual Hong Kong Innovative Users Group Meeting 8-9 December 2005, Hong Kong

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 2 Contents What is JURO and Why to use JURO? What is JURO and Why to use JURO? Project COUNTER Project COUNTER JURO system architecture and design JURO system architecture and design Using JURO Using JURO Thoughts and future developments Thoughts and future developments Conclusion Conclusion

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 3 What is JURO? JURO – Journal Usage Report Online – is an open source software that enables libraries to: JURO – Journal Usage Report Online – is an open source software that enables libraries to: capture journal usage data from COUNTER- compliant usage reports and in-house usage statistics capture journal usage data from COUNTER- compliant usage reports and in-house usage statistics link the bibliographic, order and holdings records from library catalog with usage data link the bibliographic, order and holdings records from library catalog with usage data query and generate different usage reports based on the user preferences query and generate different usage reports based on the user preferences preserve usage data for long-term use preserve usage data for long-term use

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 4 Why JURO? Library administration, collection development and reference staff need to have a better understanding of how the subscribed resources are being used Library administration, collection development and reference staff need to have a better understanding of how the subscribed resources are being used Frustrated by the poorly organized usage data Frustrated by the poorly organized usage data Different ways of recording and interpreting Different ways of recording and interpreting In varying formats – Excel, Web page, etc. In varying formats – Excel, Web page, etc. Scattered sources from vendors and in-house Scattered sources from vendors and in-house Failure of linking to bib/order/holdings records in library catalog for analysis Failure of linking to bib/order/holdings records in library catalog for analysis

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 5 Why JURO? [cont.] Demand to have better control of usage statistics is accelerated by the proliferation of electronic resources, particularly e-journals Demand to have better control of usage statistics is accelerated by the proliferation of electronic resources, particularly e-journals As Josephine Tsui (our Collection Development Manager) expressed: we need a system that can help us to: As Josephine Tsui (our Collection Development Manager) expressed: we need a system that can help us to: Determine what electronic journal titles are to be swapped towards the end of the year Determine what electronic journal titles are to be swapped towards the end of the year

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 6 Why JURO? [cont.] Aid cancellation decision by Aid cancellation decision by Comparing usage statistics of print and electronic versionsComparing usage statistics of print and electronic versions Reviewing usage statistics of print only journalsReviewing usage statistics of print only journals Conduct collection analysis on usage by call number Conduct collection analysis on usage by call number Trace normal usage patterns against statistics supplied by the vendors Trace normal usage patterns against statistics supplied by the vendors

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 7 Implementation Timeline June Funding available to hire temporary programmers for a few months for systems- related projects June Funding available to hire temporary programmers for a few months for systems- related projects August 2005 – Began JURO system design and software programming by: August 2005 – Began JURO system design and software programming by: Lawrence Chan, Ho Wing Kee and Allen Lam, with valuable help on ideas, testing and evaluation from colleagues from Collection Development and Acquisitions Lawrence Chan, Ho Wing Kee and Allen Lam, with valuable help on ideas, testing and evaluation from colleagues from Collection Development and Acquisitions November 2005 – Released JURO Version 1.0 November 2005 – Released JURO Version 1.0

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 8 Project. Counting Online Usage of Networked Electronic Resources [ ] Counting Online Usage of Networked Electronic Resources [ ] “An international initiative designed to serve librarians, publishers and intermediaries by facilitating the recording and exchange of online usage statistics” “An international initiative designed to serve librarians, publishers and intermediaries by facilitating the recording and exchange of online usage statistics” Launched in March 2002 Launched in March 2002

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 9 Project COUNTER [cont.] 47 COUNTER-compliant vendors so far (as of November 2005) 47 COUNTER-compliant vendors so far (as of November 2005) Includes almost all major vendors we subscribe to – 26 of them have been configured in JURO Includes almost all major vendors we subscribe to – 26 of them have been configured in JURO Such as: ACS, Blackwell, EBSCO, Elsevier, Emerald, Extenza, HighWire, Ingenta, Kluwer, ProQuest, Springer, Scitation-AIP, Taylor & Francis, Thomson, Wiley, etc. Such as: ACS, Blackwell, EBSCO, Elsevier, Emerald, Extenza, HighWire, Ingenta, Kluwer, ProQuest, Springer, Scitation-AIP, Taylor & Francis, Thomson, Wiley, etc. [ ]

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 10 Project COUNTER [cont.] Produces Code of Practice so that the use of electronic resources can be measured in a more consistent way Produces Code of Practice so that the use of electronic resources can be measured in a more consistent way COUNTER Code of Practice for Journals and Databases COUNTER Code of Practice for Journals and Databases Release 1 – January 2003Release 1 – January 2003 Release 2 – April 2005Release 2 – April 2005 COUNTER Code of Practice for Books and Reference Works COUNTER Code of Practice for Books and Reference Works Draft Release 1 – January 2005Draft Release 1 – January 2005

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 11 Project COUNTER [cont.] Major Types of Reports: Major Types of Reports: Journal Report 1: Number of Successful Full-Text Article Requests by Month and Journal Journal Report 1: Number of Successful Full-Text Article Requests by Month and Journal Journal Report 2: Turnaways by Month and Journal Journal Report 2: Turnaways by Month and Journal Database Report 1: Total Searches and Sessions by Month and Database Database Report 1: Total Searches and Sessions by Month and Database Database Report 2: Turnaways by Month and Database Database Report 2: Turnaways by Month and Database Database Report 3: Total Searches and Sessions by Month and Service Database Report 3: Total Searches and Sessions by Month and Service

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 12 Sample COUNTER-compliant usage report provide from vendor [ JR1_FullTextArticleRequests_ _Institution.csv ]

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 13 JURO System Architecture Import Data Store Web Servlets JURO System Web-based Querying and Report Generation Library Catalog COUNTER Usage Files In-House Usage Files Bib/Order/Holdings Data Usage Data (e.g. print journals access survey)

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 14 JURO System Requirement Platform – Java programs, MySQL database, Tomcat with web servlets Platform – Java programs, MySQL database, Tomcat with web servlets Can be run on Linux or Windows Can be run on Linux or Windows Open source software – contribution of source codes and feedback are welcomed Open source software – contribution of source codes and feedback are welcomed Developed based on INNOPAC; JURO will function without bibliographic, order and holdings data, or they can be imported from any other systems Developed based on INNOPAC; JURO will function without bibliographic, order and holdings data, or they can be imported from any other systems

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 15 Figure 1. JURO’s Web-based client interface showing the Create Usage Report form

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 16 Figure 2. You can select the following types of reports, by year or by month Figure 3. You can limit or filter the result sets by a range or by keywords in Boolean

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 17 Figure 4. You can select what fields to display in the report

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 18 Figure 5. Full-Text Access to Wiley e-journal titles Buttons for sorting Hyperlink to record in INNOPAC

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 19 Figure 6. Print Journal Usage Report for 2005 sorted by call number

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 20 Figure 7. Print journals access statistics showing a significant decrease of usage over the years

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 21 Figure 8. Displaying print and electronic journal titles in parallel for usage analysis

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 22 Figure 9. Ranking e-journal usage of 2004/05, with the top 15 titles

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 23 Figure 10. Identifying possible discrepancies in statistics provided by vendors by tracing the usage patterns Possible error from vendor!

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 24 Import of Usage and Bib Data Import of COUNTER usage data is tedious and time consuming – requiring downloading the files vendor by vendor and month by month Import of COUNTER usage data is tedious and time consuming – requiring downloading the files vendor by vendor and month by month There is an initiative to enable the transfer of usage data via web services - SUSHI (Standardized Usage Statistics Harvesting Initiative) There is an initiative to enable the transfer of usage data via web services - SUSHI (Standardized Usage Statistics Harvesting Initiative) 22 November 2005 – Swets successfully tested the transfer to Innovative and Ex Libris based on the SUSHI protocol 22 November 2005 – Swets successfully tested the transfer to Innovative and Ex Libris based on the SUSHI protocol

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 25 Import of Usage and Bib Data [cont.] SUSHI protocol will be issued as a NISO standard in early 2006 SUSHI protocol will be issued as a NISO standard in early 2006 Import of bibliographic, order and holdings information from INNOPAC/Millennium is cumbersome – requiring creation of review lists and exporting the data elements Import of bibliographic, order and holdings information from INNOPAC/Millennium is cumbersome – requiring creation of review lists and exporting the data elements How well Millennium ERM module integrates COUNTER usage data has yet to be seen How well Millennium ERM module integrates COUNTER usage data has yet to be seen Suggestion to Innovative – to enhance its web services product to allow remote function calls to create and output review lists. Suggestion to Innovative – to enhance its web services product to allow remote function calls to create and output review lists.

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 26 Open Source Software JURO is open source software using the GNU Public License JURO is open source software using the GNU Public License Available for download from: Available for download from: We believe that it is highly beneficial that libraries which develop non-commercial software tools which might prove useful to other institutions make their efforts available to the larger community of libraries We believe that it is highly beneficial that libraries which develop non-commercial software tools which might prove useful to other institutions make their efforts available to the larger community of libraries

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 27 Future Enhancements Closely watch the development of SUSHI and will incorporate it to JURO as soon as vendors are ready for it Closely watch the development of SUSHI and will incorporate it to JURO as soon as vendors are ready for it Improve the client interface – based on feedback from users (from HKUST and other institutions that adopt JURO) Improve the client interface – based on feedback from users (from HKUST and other institutions that adopt JURO) Incorporate more types of reports Incorporate more types of reports a challenge to capture usage data from web access logs for access scripted URLs a challenge to capture usage data from web access logs for access scripted URLs

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 28 Conclusion JURO is software to acquire electronic resource usage statistics from vendors and in-house, and allow online querying and generation of usage reports JURO is software to acquire electronic resource usage statistics from vendors and in-house, and allow online querying and generation of usage reports It meets a clearly defined need not yet being met by available software It meets a clearly defined need not yet being met by available software Uses COUNTER-compliant usage data Uses COUNTER-compliant usage data Consolidates multiple partially duplicative efforts by different library units Consolidates multiple partially duplicative efforts by different library units

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 29 Conclusion [cont.] Permits much more accurate analysis for Collection Development and Acquisitions efforts Permits much more accurate analysis for Collection Development and Acquisitions efforts Semi-integrated with INNOPAC, the library catalog Semi-integrated with INNOPAC, the library catalog More importantly, JURO is an open source software package that allows more institutions to use it and expand on its features More importantly, JURO is an open source software package that allows more institutions to use it and expand on its features

HKIUG 2005 Annual Meeting – JURO – K.T. Lam 30 Thank You!