1. Viva usage statistics and counter 5
VIVA Collections Forum
May 19, 2017
Anne Osterman, VIVA Director

2. Topics VIVA’s usage statistics program IMLS Grant for CC-PLUS
Pilot with RedLink Library Dashboard
COUNTER Release 5

3. The Goal of VIVA’s Usage Statistics Program
Take all of the varied forms of data that come in from the vendors, distill them down to what VIVA actually subscribes to, and standardize them so that member libraries can navigate easily among the usage data.

4. Building a Sourcedata File
Formulas populate the standardized institution name, type, and abbreviation (vertical lookup of a master file of all known variations of names and codes)
Core variables are pulled from the vendor data into the sourcedata file:
vendor’s name/code for each institution
vendor name
product or title
platform
metric type
number of requests
month of data
Code
Standardized Institution
hampdensydney
Hampden-Sydney C
T27470
HSC
Formulas and vertical look ups determine if each title is a VIVA title
Title
Collection
A Brief History of the Philosophy of Time
NOT VIVA
A Concise Companion to the Jewish Religion
Oxford Reference Online - Quick Reference
A Confusion of the Spheres
A Dictionary of Abbreviations

5. Sourcedata Example Product Vendor Platform Requests Report_Type
Vendor_Inst
Date
Data_Type
VIVA_Institution
Inst_Type
Inst_Abbrev FY
Science
AAAS
Highwire Press 1
Consortium Report 1 (R4)
7/1/2014
ft_total
Shenandoah U
Private Nonprofit SU
FY17 2
Marymount U MU 3
Ferrum C FC
Eastern Mennonite U
EMU
Longwood U
Public 4 Year
LongU
Hampton U HU
Lynchburg C
LyC

6. Summary Sheet/Pivot Table

7. VIVA Usage Statistics

8. In Practice Used during annual renewals
How much has the resource been used and by which institutions?
How has the usage changed over time?
What is the cost per use compared to other similar resources?
If it is a package, what proportion of titles received little or no usage?

9. In Practice
Used during cancellation evaluation

10. In Practice Incorporated into Value Metric project Possible Score
Possible Score
Score Given
Notes & Calculations
Rubric
1. Alignment with Curriculum and/or Accreditation Requirements
Percentage of total use coming from single public highest-use institution 3
> 60% = 0 points 40-60% = 1 point 20-40% = 2 points < 20% = 3 points
Percentage of total use coming from public highest-use institution type
> 90% = 0 points 70-90%=1 point 50%-70% = 2 points < 50% = 3 points
2. Cost Effectiveness
Cost per Use 6
>$4.00 = 0
$3.01-$4.00 = 1
$2.01-$3.00 = 2
$ = 3
$ = 4
$.26-$.50 = 5
<$0.25 = 6

11. IMLS Grant for CC-PLUS

12. CC-PLUS
PALCI (lead requestor), VIVA, CDL, Jisc, Couperin, SCELC, CRKN, HKN, and USMAI have been awarded funding for a planning grant by the IMLS National Leadership Grant.
The goal of the CC-PLUS (Consortia Collaborating on a Platform for Library Usage Statistics) project is to develop and test an open technology, proof of concept platform for the collection, display, and analysis of data about licensed electronic resources for consortia. 
The project will adapt software developed by the Jisc consortium for their JUSP service to collaboratively address the challenges surrounding usage data for consortia. 

13. Pilot with RedLink Library Dashboard

14. Pilot with RedLink Library Dashboard
RedLink is developing a group view of their Library Dashboard product, released for the first time this month.
Library Dashboard is designed to streamline the collection and aggregation of multiple publisher usage reports and eliminate the need to import, standardize, and normalize data.
RedLink pulls more data than VIVA does now and makes it easy to navigate the data and conduct high level assessment.
VIVA will create a test implementation with shared resources usage from Virginia Tech, James Madison University, and Tidewater Community College.

15. Pilot with RedLink Library Dashboard
Usage can be viewed by publication year.

16. Pilot with RedLink Library Dashboard
Journal usage can be seen across providers.

17. Pilot with RedLink Library Dashboard
It is easy to visualize the relative changes in usage.

18. Pilot with RedLink Library Dashboard
Resources are mapped to subject areas.

19. COUNTER Release 5

20. COUNTER Release 5: Timeline
Jan 2019
Sep – Dec 2016
Conceive Design Develop
Jan- Apr 2017
Consult Check Discuss
Apr – Jun 2017
Review Revise Improve
Jul 2017
Post
Publish
Connect
Jul 2017 – Dec 2018
Support
Guide
Encourage

21. COUNTER Release 5: Reports
Platform Master Report
Summarizes activity across a provider’s platform
Database Master Report
Details activity by database
Title Master Report
Details activity by title (journal, book, etc.)
Item Master Report
Details activity by item (article, chapter, media object, etc.)
36 reports in R4 were reduced to 4 Master reports in R5.
Standard Views provide a set of pre-filtered views of the Master Reports covering the most common set of library needs.

22. COUNTER Release 5: Metric Types
abstract
no_license
audio
other
data_set
podcast
ft_epub
record_view
ft_html
reference
ft_html_mobile
result_click
ft_pdf
search_fed
ft_pdf_mobile
search_reg
ft_ps
sectioned_html
ft_ps_mobile
toc
ft_total
turnaway
image
video
multimedia
Release 5
total_item_investigations
total_item_requests
unique_item_investigations
unique_item_requests
unique_title_investigations
unique_title_requests
searches_regular
searches_federated
searches_automated
searches_platform
no_license
limit_exceeded
Item
Database
Platform
Item
25 metric types in R4 reduced to 12 in R5.
Format-specific metrics eliminated.

23. COUNTER Release 5: Metric Types
total_item_investigations
total_item_requests
unique_item_investigations
unique_item_requests
unique_title_investigations
unique_title_requests
searches_regular
searches_federated
searches_automated
searches_platform
no_license
limit_exceeded
Investigations vs. Requests:
User Action
Item
View abstract
Link to Link Resolver
View cited references
Database
Link to ILL form
Investigations
Platform
View HTML full text
We are introducing a new vocabulary as well since we need metric types to be format-agnostic – i.e. A video is not “text” so full text is not appropriate. “Investigations” is a superset metric in that it counts all activity a user has for an item where an item is the unit of content accessed – ie. Article, chapter, etc. Users viewing a detailed record, clicking an OpenURL link, viewing the full text, are all considered “investigations”… Another way of looking at it is that “investigations” are an overall measure of the user’s interest in a content item. Metrics include total item investigations… plus unique_item investigations in which an article or chapter can only get credit for one action in a user session; and, unique title investigations – which applies mostly to books – where the title, or book gets only credit for one unique_title_investigation in a user session… This resolves the incompatibility between book report 1 and book report 2 in that it no longer matters how the book is delivered.
Requests
Item
View PDF
View content…
Link to Doc Delivery
View article preview

24. COUNTER Release 5: Year of Publication
YOP is the year of publication for the content item accessed. If content is available in print and online format and the publication dates of these two formats differ, the year of publication of the print will be used.
Year of Publication
yyyy
0001 (unknown)
9999 (articles in press)

25. Questions?