1. Managing Counter-Compliant Usage Data in Ex Libris Alma
Summer Durrant
VIVA Collections Forum
May 19, 2017

2. Overview
Prior to Alma, the UMW Libraries did not have an ERM system We collected usage statistics manually by downloading reports from each vendor administrative portal. This was a time-consuming process and making effective use of our data was difficult This presentation describes our implementation of using Alma to collect and report COUNTER-compliant usage data

3. COUNTER Reports Supported in Alma
Report Type
COUNTER Release
Manual Upload
SUSHI Harvest
BR1 R4 Y
BR2
BR3
Planned
BR4
BR5
CR1
DB1
R3/R4
DB2
JR1
JR1 GOA
JR1a
JR2
JR5
MR1
PR1
Source: Ex Libris Alma documentation:

4. Implementation
We created vendor records for each vendor we wanted to collect usage statistics since this is required In the vendor record, we entered the username & password for the vendor’s administrative portal, as well as information about what usage statistics are available To stay organized, we also noted which COUNTER reports are available and how they are harvested (i.e., manual upload or SUSHI).

5. Setup SUSHI Accounts

6. Manually Upload Files
The SUSHI harvest job imports the last 12 months of data. We decided to manually upload historical data for the past 5 years. This functionally can also be used for vendors that do not support SUSHI.

7. Review Missing Data

8. Create Reports
Data is migrated to Alma Analytics, a reporting system that can be used to create reports, widgets, and dashboards