Sandy Hurd Director of Strategic Markets March 30, 2007 Got Chopsticks? Get SUSHI! 16 th North Carolina Serials Conference, 2007

If I can’t eat it, what is it?

Standardized Usage Statistics Harvesting Initiative Protocol Z39.93

First some history…

Nothing happens in a vacuum…

The Old EDI Presentation Library / ILS Publisher Subscription Agent Transactions: Order Order confirm Invoice Dispatch data Claims Claims Response SISAC, ICEDIS, EDItEUR, SICI, DOI, NISO

The World Spins Beyond EDI …. Library / ILS / ERM / Coverage Database Publisher / Information Provider Subscription Agent / E-journal Provider Transactions: Order Order confirm Invoice Dispatch data Claims Claims Response Plus: License data Serials Online Holdings Serials Release Notice Usage statistics Cost per use Acquisitions data DLF, XML, ONIX, COUNTER, SUSHI, NISO

Reproduced with Permission from Swets Information Services

Reproduced with Permission from EBSCO Information Services

ICEDIS Discussions Journal supply chain efficiency improvement E-journal order format E-journal activation message ONIX SOH and SRN International Standard Party Identifier (ISPI) – entities involved in the creation and production of content More….

SUSHI A formal, recognized NISO protocol designed for moving COUNTER reports from a content provider to a library A web-services model for requesting and delivering data –“Report Request” –“Report Response” A request for data where the response includes COUNTER data SUSHI doesn’t count, it moves what has been counted COUNTER compliant + SUSHI compliant

Key Definitions, Courtesy of NISO COUNTER = Counting Online Usage of Networked Electronic Resources = An international initiative to facilitate the recording and exchange of online usage statistics SOAP = Simple Object Access Protocol = A protocol that specifies a self-contained messaging system used to exchange data and access services across a network (commonly the Internet) Web service = A server-based software system that provides information or functionality in response to XML-based messages sent through the Internet

Note: JR1 = Journal Report 1: Number of Successful Full-Text Article Requests by Month and Journal JR2 = Journal Report 2: Turnaways by Month and Journal DB1 = Database Report 1: Total Searches and Sessions by Month and Database DB2 = Database Report 2: Turnaways by Month and Database DB3 = Database Report 3: Total Searches and Sessions by Month and Service JR3 = Number of Successful Item Requests and Turnaways by Month, Journal and Page Type JR4 = Total Searches Run by Month and Service

Why SUSHI? A formal, recognized NISO protocol designed for moving COUNTER reports from a content provider to a library Eliminates the time consuming and expensive process of manual statistics downloads Makes possible repositories of usage data Demonstrates feasibility of using XML Web Services for cross vendor machine interoperability

Why SUSHI? Because we need good data to make good decisions

Industry-wide support More rapid development Deployment underway

Barriers to Easy E-resource Management For libraries –Complex contracts and purchasing models –Overlapping consortia –Internal bureaucracy –Select a tool –Statistics Time-consuming to do manually Need a single place to store and manipulate statistics What do the numbers mean Retrieval has been the bottleneck For information providers –Consortia requirements and desires –Compliance with standards as core to business –Statistics COUNTER >>> SUSHI

What do Librarians Want? Ease of retrieval, preferably automated Easy to understand Flexible date ranges in management reports Cost per use Central repository Simple interfaces

Good for Information Providers Usage data critical in collection decisions for libraries and providers too Usage data demonstrates value Credible COUNTER results Make it easy and everyone is happy

Early Adopters

Innovative’s ERM AutoStat Configuration

Export Usage Statistics in a Spreadsheet, Calculate Cost Per Use

Implementation Challenges Library / ILS / ERM / Coverage Database –Get a tool –Continue development and roll-out –Interoperability Publisher / Information Provider –Begin and/or continue development and roll-out –Make service delivery a priority Subscription Agent / E-journal Provider –Begin and/or continue development and roll-out –Make service delivery a priority

What’s in the Works? SUSHI 1.0 (formalizes the NISO 0.1 draft) SERU ( ) Shared E-Resource Understandinghttp:// DLF ERMI Phase 2 Steering Group work on interoperability between ILS acquisitions and ERM More work to come –NISO SUSHI –ONIX SOH and SRN –ICEDIS XML messages between publishers and agents

Why does SUSHI Make a Difference? Automated retrieval Saves time Frees staff for more complex work Lets machines do what machines do well Supports collection analysis and management

Remember… Standards are voluntary Development takes commitment, time, and testing Development takes less time today, but it’s still development Broad adoption still takes time There is value in what vendor partners bring to libraries

With grateful acknowledgment… Adam Chandler EBSCO Ted Fons NISO Oliver Pesch Swets