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Aggravation and Aggregation:

   A Sweet Story About Statistics


                            Lauren Fancher, GALILEO
                            University System of Georgia
                            ER&L, January 2010
Lies, @#$% Lies




This is not a sweet story.
But you are: about you




Photograph of bookmobile, Bainbridge, Decatur County, Georgia, between 1936 and 1938.
                 Reported to be the first bookmobile in Decatur County.
             The woman in the middle is the librarian, Mrs. Freddy Campbell.
 Vanishing Georgia, Georgia Division of Archives and History, Office of Secretary of State.
            Vanishing Georgia Database, Digital Library of Georgia, GALILEO
Lots of Practice
• GALILEO, Georgia’s Virtual Library
• Provides databases and a research portal with
  federated search, SFX, and EZproxy to over
  2000 institutions via 5 audience-specific
  interfaces and 400+ profiles, which provide
  the aggregation points for usage data
• 1995 to 2010
Those Happy, Golden Years:
              1995-1998
• GALILEO originally built on OCLC’s SiteSearch
  Software
• Z39.50 searches of both local (ProQuest and
                 Were any of you
  EBSCO) and vendor-hosted (OCLC) collections
                    still in high
• Detailed information about sessions, types of
                      school?
  searches, indexes searched
• Perfect correlation between use and data
Vendor Web Interfaces: 1998 to ?




     Bainbridge, ca. 1928. Service Drug Co., the Rexall Store, owned by Julian B. Ehrlich,
  was located at 124 East Broughton Street. Items carried by the store, as advertised by being
            painted on the store's side wall, are: cold drinks, candy, cigars, fountain
             pens, stationary, perfumes, Eastman Kodaks, sundries, and novelties.
   Vanishing Georgia, Georgia Division of Archives and History, Office of Secretary of State.
               Vanishing Georgia Database, Digital Library of Georgia, GALILEO
Familiar Problems?
• From 1998 to 2002, vendor data proved elusive
  and impossible to capture
• Many vendors did not and do not provide data on
  the usage of their products
• Consortial reporting features were and are not
  widely available
• Data elements were and are not consistent from
  vendor to vendor
• The disappearance of data from the aggregated
  repository belied the actual use, undermining
  accountability reporting
The Dark Cloud
• Unavailable or uncollectable data
  – Consortial aggregation issues
     • Too much information
     • Not enough information
  – Limitations of vendor reporting tools
    Unavailable or uncollectable data
    • Only at an institution level
     • Only at a product level, or only at a platform level
     • Data utility and definition (hits vs. searches)
     • Unique product features (video, topic
       overviews, ebooks)
Perils
• The fiend of inconsistency
• Changes in subscriptions, institutions require a new
  effort or revisions to methods
• Access to previous statistics for products no longer
  available or even in existance.
• Every change a vendor makes to a database may
  impact their statistical reports
• Staff turnover
• New services, new data: SFX, federated search,
  ebooks, ejournal packages
Statistics
Gathering and Consolidation Process
Vendor Data
Vendor Data
Aggravation Aggregation: A Sweet Story About Statistics - Lauren Fancher
Usage Data Repository




               •Sessions
               •Days, Months, Years
               •Locally-Loaded Database Searches, Full-
                Text, Citations, Indexes Searched, and More
               •Digital Library of Georgia Usage of Collections
Aggravation Aggregation: A Sweet Story About Statistics - Lauren Fancher
Aggravation Aggregation: A Sweet Story About Statistics - Lauren Fancher
Definitions
GALILEO          COUNTER, Code of Practice, Version 3.0, Released August 2008
                 Appendix A: Glossary of Terms

                 http://www.projectcounter.org/code_practice.html

                 3.1.2.10    Search           A specific intellectual query, typically equated to submitting the search form of the
Searches                                      online service to the server (EBSCO, abridged)


                 3.1.2.6     Article header   That subsection of an article which includes the following information: publisher;
Citation Views                                journal title, volume, issue and page numbers; copyright information; list of names
                                              and affiliations of the authors; author organization addresses; title and abstract
                                              (where present) of the article; keywords (where present)

                 3.1.2.13    Link-out         Linking from one online resource to another. The act of clicking the link and
Links Chosen                                  moving to a page on another site. Generally used to measure activity for library-
                                              configurable links as might be found in a link server. The domain name of the
                                              target of the link in the transaction to be recorded. (EBSCO).

                 3.1.4.2     Session          A successful request of an online service. It is one cycle of user activities that
GALILEO                                       typically starts when a user connects to the service or database and ends by
                                              terminating activity that is either explicit (by leaving the service through exit or
Sessions                                      logout) or implicit (timeout due to user inactivity) (NISO)
Definitions
GALILEO           COUNTER, Code of Practice, Version 3.0, Released August 2008
                  Appendix A: Glossary of Terms

                  http://www.projectcounter.org/code_practice.html

                  3.1.2.1           Item                 Full text article, TOC,   A uniquely identifiable piece of published work that may
Full-Text Views                                          Abstract, Database        be: a full-text article (original or a review of other
                                                         record                    published work); an abstract or digest of a full-text article;
                                                                                   a sectional HTML page; supplementary material associated
                                                                                   with a full-text article (eg a supplementary data set), or
                                                                                   non-textual resources, such as an image, a video, or audio).
                  3.1.2.1.1         Full-text item       Full-text article,        A category of ‘item’ such as a full-text journal article, a
                                                         book chapter              book chapter, or an encyclopedia entry
                  3.1.2.2           Full- Content Unit                             Journals: article
                                                                                   Books: Minimum requestable unit, which may be the entire
                                                                                   book or a section thereof.
                                                                                   Reference Works: content unit appropriate to resource (eg
                                                                                   dictionary definitions, encyclopedia
                                                                                   articles, biographies, etc)
                                                                                   Non-textual resources: file type as appropriate to resource
                                                                                   (eg image, audio, video, etc) (ICOLC)
                  3.1.2.3           Article                                        An item of original written work published in a
                                                                                   journal, other serial publication, or in a book. An article is
                                                                                   complete in itself, but usually cites other relevant
                                                                                   published works in its list of references, if it has one.



                              Other Related Counter Definitions: PDF, HTML
What is Not Included?
• Data from vendors that provide only institution-
  specific reports and vendors that do not
  provide statistics at all
• Yet-to-be mapped vendors
• Data that distinguishes between on- and off-
  site usage
• Lags: one month (Britannica) or two months
  (Lexis Nexis) behind the current month
• Journal usage data at the journal title level
• Federated search data from the search service
Sad or Wonderful?
•   Britannica hits
•   Federated searching
•   EBSCO federated search gateway and WebFeat
•   MetaLib IP
Old and New Reporting Tools
Original Reporting Tool
• http://dbs.galib.uga.edu/stats/html/stats.html
• Offers data repository collected from the GALILEO
  system (1995-present) and database vendors (2002 to
  present for most)
• Tool allows selection of institutions, databases, data
  types, including date ranges (days, weeks, months)
• Reports group each data type separately
  (searches, full-text, etc.)
• Reports output to screen (HMTL) or as delimited text
Old and New Reporting Tools
New Reporting Tool
• http://www.galileo.usg.edu/stats
• Utilizes same data repository as original reporting tool (data
  collected from GALILEO system (1995-present) and database
  vendors (2002 to present for most))
• PHP, MySQL, webservice from repository, ChartDirector
• Provides a default landing page for each institution that shows
  current month’s data and links to additional reporting tool options
• Reporting tool allows selection of institutions, databases, data
  types, including date ranges (months, fiscal years)
• Reports output to screen (HTML) in graph or table format. Graphs
  can be downloaded for use in documents. Tables utilize standard
  column headings for data types (searches, full-text, etc.) and rows
  for databases. Tables can be exported as delimited file (download).
Hope
• Pro: COUNTER for standardization and
  SUSHI for retrieval already helping
  institutions make decisions based on
  cost-per-use and other analysis points
• Neutral: Funding for consortia too
  complex to reduce easily
• Con: Adoption, complexity
COUNTER Assessment Findings
• 11 reports defined in COUNTER Revision 3
• In FY09, GALILEO hosted 203 databases
  available through 16 vendor platforms
• COUNTER Reports Most Commonly Available
  from GALILEO Vendors
       – Journal Report 1: Number of Successful Full-Text Article
         Requests by Month and Journal (7 platforms, 178 databases,
         88% of databases)
       – Database Report 1: Total Searches and Sessions by Month
         and Database (8 platforms, 179 databases, 89% of database)
       – Database Report 2: Turnaways by Month and Database (6
         platforms, 116 databases, 57% of databases)
       – Database Report 3: Total Searches and Sessions by Month
         and Service (8 platforms, 179 databases, 89% of databases)
       – All other reports are not delivered in this format at vendors, with the exception of
         Journal Report 3 at ProQuest
COUNTER Assessment Findings
• COUNTER Reports Data Partially available in
  GALILEO
     • Database Report 1: Total Searches and Sessions by Month
       and Database
• Counter Report Similar to Current GALILEO
  Reports, Not Available at Vendors
     • Consortium Report 2: Total searches by month and
       database
Onward
• Next phase: GALILEO will provide Database Reports
  1-3 and Consortia Report 2 as part of COUNTER
  compliance and ICOLC endorsement. Data may not
  be collected in this format from vendors.
• Additional Counter Report elements need to be
  accounted for in repository and collected, including:
   •   Publisher
   •   Platform
   •   Searches -- Federated and automated
   •   Total sessions
   •   Sessions – Federated and automated
   •   Page Type (Database Turnaways)
   •   Service name
   •   Page Type (HTML)
   •   Page Type (PDF)
Stuff

• lauren.fancher@usg.edu
• www.galileo.usg.edu
• Presentation: http://tiny.cc/galstats

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Aggravation Aggregation: A Sweet Story About Statistics - Lauren Fancher

  • 1. Aggravation and Aggregation: A Sweet Story About Statistics Lauren Fancher, GALILEO University System of Georgia ER&L, January 2010
  • 2. Lies, @#$% Lies This is not a sweet story.
  • 3. But you are: about you Photograph of bookmobile, Bainbridge, Decatur County, Georgia, between 1936 and 1938. Reported to be the first bookmobile in Decatur County. The woman in the middle is the librarian, Mrs. Freddy Campbell. Vanishing Georgia, Georgia Division of Archives and History, Office of Secretary of State. Vanishing Georgia Database, Digital Library of Georgia, GALILEO
  • 4. Lots of Practice • GALILEO, Georgia’s Virtual Library • Provides databases and a research portal with federated search, SFX, and EZproxy to over 2000 institutions via 5 audience-specific interfaces and 400+ profiles, which provide the aggregation points for usage data • 1995 to 2010
  • 5. Those Happy, Golden Years: 1995-1998 • GALILEO originally built on OCLC’s SiteSearch Software • Z39.50 searches of both local (ProQuest and Were any of you EBSCO) and vendor-hosted (OCLC) collections still in high • Detailed information about sessions, types of school? searches, indexes searched • Perfect correlation between use and data
  • 6. Vendor Web Interfaces: 1998 to ? Bainbridge, ca. 1928. Service Drug Co., the Rexall Store, owned by Julian B. Ehrlich, was located at 124 East Broughton Street. Items carried by the store, as advertised by being painted on the store's side wall, are: cold drinks, candy, cigars, fountain pens, stationary, perfumes, Eastman Kodaks, sundries, and novelties. Vanishing Georgia, Georgia Division of Archives and History, Office of Secretary of State. Vanishing Georgia Database, Digital Library of Georgia, GALILEO
  • 7. Familiar Problems? • From 1998 to 2002, vendor data proved elusive and impossible to capture • Many vendors did not and do not provide data on the usage of their products • Consortial reporting features were and are not widely available • Data elements were and are not consistent from vendor to vendor • The disappearance of data from the aggregated repository belied the actual use, undermining accountability reporting
  • 8. The Dark Cloud • Unavailable or uncollectable data – Consortial aggregation issues • Too much information • Not enough information – Limitations of vendor reporting tools Unavailable or uncollectable data • Only at an institution level • Only at a product level, or only at a platform level • Data utility and definition (hits vs. searches) • Unique product features (video, topic overviews, ebooks)
  • 9. Perils • The fiend of inconsistency • Changes in subscriptions, institutions require a new effort or revisions to methods • Access to previous statistics for products no longer available or even in existance. • Every change a vendor makes to a database may impact their statistical reports • Staff turnover • New services, new data: SFX, federated search, ebooks, ejournal packages
  • 14. Usage Data Repository •Sessions •Days, Months, Years •Locally-Loaded Database Searches, Full- Text, Citations, Indexes Searched, and More •Digital Library of Georgia Usage of Collections
  • 17. Definitions GALILEO COUNTER, Code of Practice, Version 3.0, Released August 2008 Appendix A: Glossary of Terms http://www.projectcounter.org/code_practice.html 3.1.2.10 Search A specific intellectual query, typically equated to submitting the search form of the Searches online service to the server (EBSCO, abridged) 3.1.2.6 Article header That subsection of an article which includes the following information: publisher; Citation Views journal title, volume, issue and page numbers; copyright information; list of names and affiliations of the authors; author organization addresses; title and abstract (where present) of the article; keywords (where present) 3.1.2.13 Link-out Linking from one online resource to another. The act of clicking the link and Links Chosen moving to a page on another site. Generally used to measure activity for library- configurable links as might be found in a link server. The domain name of the target of the link in the transaction to be recorded. (EBSCO). 3.1.4.2 Session A successful request of an online service. It is one cycle of user activities that GALILEO typically starts when a user connects to the service or database and ends by terminating activity that is either explicit (by leaving the service through exit or Sessions logout) or implicit (timeout due to user inactivity) (NISO)
  • 18. Definitions GALILEO COUNTER, Code of Practice, Version 3.0, Released August 2008 Appendix A: Glossary of Terms http://www.projectcounter.org/code_practice.html 3.1.2.1 Item Full text article, TOC, A uniquely identifiable piece of published work that may Full-Text Views Abstract, Database be: a full-text article (original or a review of other record published work); an abstract or digest of a full-text article; a sectional HTML page; supplementary material associated with a full-text article (eg a supplementary data set), or non-textual resources, such as an image, a video, or audio). 3.1.2.1.1 Full-text item Full-text article, A category of ‘item’ such as a full-text journal article, a book chapter book chapter, or an encyclopedia entry 3.1.2.2 Full- Content Unit Journals: article Books: Minimum requestable unit, which may be the entire book or a section thereof. Reference Works: content unit appropriate to resource (eg dictionary definitions, encyclopedia articles, biographies, etc) Non-textual resources: file type as appropriate to resource (eg image, audio, video, etc) (ICOLC) 3.1.2.3 Article An item of original written work published in a journal, other serial publication, or in a book. An article is complete in itself, but usually cites other relevant published works in its list of references, if it has one. Other Related Counter Definitions: PDF, HTML
  • 19. What is Not Included? • Data from vendors that provide only institution- specific reports and vendors that do not provide statistics at all • Yet-to-be mapped vendors • Data that distinguishes between on- and off- site usage • Lags: one month (Britannica) or two months (Lexis Nexis) behind the current month • Journal usage data at the journal title level • Federated search data from the search service
  • 20. Sad or Wonderful? • Britannica hits • Federated searching • EBSCO federated search gateway and WebFeat • MetaLib IP
  • 21. Old and New Reporting Tools Original Reporting Tool • http://dbs.galib.uga.edu/stats/html/stats.html • Offers data repository collected from the GALILEO system (1995-present) and database vendors (2002 to present for most) • Tool allows selection of institutions, databases, data types, including date ranges (days, weeks, months) • Reports group each data type separately (searches, full-text, etc.) • Reports output to screen (HMTL) or as delimited text
  • 22. Old and New Reporting Tools New Reporting Tool • http://www.galileo.usg.edu/stats • Utilizes same data repository as original reporting tool (data collected from GALILEO system (1995-present) and database vendors (2002 to present for most)) • PHP, MySQL, webservice from repository, ChartDirector • Provides a default landing page for each institution that shows current month’s data and links to additional reporting tool options • Reporting tool allows selection of institutions, databases, data types, including date ranges (months, fiscal years) • Reports output to screen (HTML) in graph or table format. Graphs can be downloaded for use in documents. Tables utilize standard column headings for data types (searches, full-text, etc.) and rows for databases. Tables can be exported as delimited file (download).
  • 23. Hope • Pro: COUNTER for standardization and SUSHI for retrieval already helping institutions make decisions based on cost-per-use and other analysis points • Neutral: Funding for consortia too complex to reduce easily • Con: Adoption, complexity
  • 24. COUNTER Assessment Findings • 11 reports defined in COUNTER Revision 3 • In FY09, GALILEO hosted 203 databases available through 16 vendor platforms • COUNTER Reports Most Commonly Available from GALILEO Vendors – Journal Report 1: Number of Successful Full-Text Article Requests by Month and Journal (7 platforms, 178 databases, 88% of databases) – Database Report 1: Total Searches and Sessions by Month and Database (8 platforms, 179 databases, 89% of database) – Database Report 2: Turnaways by Month and Database (6 platforms, 116 databases, 57% of databases) – Database Report 3: Total Searches and Sessions by Month and Service (8 platforms, 179 databases, 89% of databases) – All other reports are not delivered in this format at vendors, with the exception of Journal Report 3 at ProQuest
  • 25. COUNTER Assessment Findings • COUNTER Reports Data Partially available in GALILEO • Database Report 1: Total Searches and Sessions by Month and Database • Counter Report Similar to Current GALILEO Reports, Not Available at Vendors • Consortium Report 2: Total searches by month and database
  • 26. Onward • Next phase: GALILEO will provide Database Reports 1-3 and Consortia Report 2 as part of COUNTER compliance and ICOLC endorsement. Data may not be collected in this format from vendors. • Additional Counter Report elements need to be accounted for in repository and collected, including: • Publisher • Platform • Searches -- Federated and automated • Total sessions • Sessions – Federated and automated • Page Type (Database Turnaways) • Service name • Page Type (HTML) • Page Type (PDF)
  • 27. Stuff • lauren.fancher@usg.edu • www.galileo.usg.edu • Presentation: http://tiny.cc/galstats