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@openaire_eu
Towards a Network of Usage
Statistics Hubs
on a Global Level
AndreasCzerniak,BielefeldUniversity
DimitrisPierrakos,ATHENAResearchCenter
JochenSchirrwagen,BielefeldUniversity
AlternativeIndicatorsSummerSchool
September2018
OpenAIRE infrastructure andUsageStatistics Service
UsageStatssketch,Howitworks,TrackingWorkflow,ServiceFeatures.
Metrics intheOpenAIRE Content ProviderDashboard
OpenAIRE: ausage statistics HubforResponsible Metrics
WhenandHowtoparticipate
MainChallengesandLimitations,Nextsteps
TOPICS
Towards a network of usage statistic hubs on a global level
• A pan-European Research Information platform to
monitor OA research outcomes from EC and other
national funders.
• Research analytics tools to promote new scientific
metrics & support evidence-based decision-making.
• Implementation of an OpenAIRE usage statistics service
for usage data collected from data providers.
OpenAIRE 2020
• Continues the mission of OpenAIRE aiming to be a trusted e-
Infrastructure within the realms of the European Open Science
Cloud.
• Empowers National Open Access Desks (NOADs) so they become a
pivotal part within their own national data infrastructures,
positioning OA and open science onto national agendas.
• Improves the OpenAIRE services:
• optimizing their performance and scalability.
• refining their functionality based on end-user feedback.
• repackaging them into products, taking a professional marketing approach with well-defined KPIs.
• consolidating the range of services/products into a common e-Infra catalogue to enable a wider uptake.
• Consolidates OpenAIRE’s global role extending its collaborations
with Latin America, US, Japan, Canada, and Africa.
OpenAIRE-Advance
• Task covers:
• aligning policies and standards for gathering and sharing of usage
data -> guidelines
• considering legal aspects (GDPR compliance)
• relating usage statistics to other kinds of metrics
• collecting and processing of usage data and producing consolidated,
standards-based usage statistics
• Task team:
Athena Research Center, University of Bielefeld, University of
Minho, Jisc IRUS-UK, Couperin + NOADs
Usage Statistics in OpenAIRE-Advance
OpenAIREinfrastructureandUsageStatisticsService
UsageStatssketch,Howitworks,TrackingWorkflow,ServiceFeatures.
1
OpenAIRE’s e-infrastructure Commons & Usage Stats sketch
Publications
repositories
Research Data
repositories
CRIS
systems
Registries
(e.g. projects)
OA
Journals
Software
Repositories
Validation
Cleaning De-duplication
Enrichment
By inference
CONTENT PROVIDERS
INFO SPACE SERVICES
Project initiative
FunderFunding
Result
Publication Data Software
Organization
OpenAIRE
USAGE STATISTICS
SERVICE
Linking
Usage Event
– Research
Result
Tracking /
(Logging)
Exposing /
Reporting
UsageStatisticsServiceFeatures
Tracking ofviewsand
downloads /collecting
COUNTERreports
PushorPullcollectionworkflows.
Anonymisation ofIP-
addresses.
Metadata de-duplication
enables accumulation of
viewsanddownloads for
samedocuments
COUNTERCodeofPractice
compatibility.
standardsbasedusagestatistics.
enablescomparabilitywithstatistics
fromotherdatasources.
This is where you type in the event
• World's leading open-source analytics platform (formerly
Piwik).
• Valuable insights into website traffic and visitors activity.
• Matomo collects and stores PII (personally identifiable
information).
• Keeps full data ownership and can control who has access.
• Robot filtering plugin.
• Compliant with EU regulations.
• Recommended by privacy organizations such as ULD
(Germany) and CNIL (France).
Matomo Analytics platform
Matomo Facts
Matomo Google Analytics
Number of Hits per Month Unlimited 10 million
Number of user accounts per login Unlimited 10
Data storage time Unlimited 25 months
Number of properties
(websites, apps etc.) tracked per
account Unlimited 50
Custom Variables 5 5
Data Export Unlimited 5000 rows
Real time Analytics
Matomo offers real-time web
analytics
in all of its reports.
GA monitors user activity right
after it happens,
although period of delay is not
explicitly stated.
Parameter Description
idSite the ID of the repository
idVisit a visitor/session ID (an 8 byte binary string)
visitIP (optionally anonymized) the IP address of the visitor
action the action performed (view, download, outlink, etc)
url the url of the requested item
timestamp the date & time of the request
OAI-PMH Identifier the Open Access Initiative identifier of the item being viewed/downloaded
agent the Web Browser and the operating system of the visitor
referrer The url linked to the item requested
Matomo Tracking Parameters
Metadata-Index
UsageStatistics-DB
● Repository
● CRIS
● eJournal
● National
Statistics Node
● Publisher
PULL
COUNTER Report
PUSH
tracked event
IP-Anonym.
processing script
processing script
Tiers Collection Workflows for Usage Statistics
 Aninstitutional repository isregistered inMatomo.
 Serversidetracking: Plugins(Dspace)orpatches(Eprints)
usingMatomo’sHTTPAPI.
 Usage Activityistracked andloggedatMatomoplatformin
realtime.
 Ιnformationistransferredoffline, usingMatomo’s API,to
OpenAIRE’s DBsforstatistical analysis.
 Statistics aredeployed forhuman(OpenAIRE’s Portal)and
machine(Sushi-LiteAPI)consumption.
Push Usage Statistics Tracking Workflow
 Gathering of consolidated statistics reports from
aggregation services, such as IRUS-UK, using protocols
such as SUSHI-Lite.
 Statistics are stored to OpenAIRE’s DB for statistical
analysis.
 Statistics are deployed via OpenAIRE’s Portal or Sushi-
Lite API.
Collecting (Pull) Consolidated
Usage Statistics Reports
entityId/orid
entityId/orid
entityId/orid
entityId/orid
source
source
OpenAIRE Usage Statistics DB
● OpenAIRE collects from > 1000 compatible data providers
~24 Mio documents
● currently 99 active data providers participating in Usage
statistics + IRUS-UK
● Usage statistics deployment under CC-0 license.
○ in OpenAIRE dashboard, portal and API.
Usage Statistics in the OpenAIRE Infrastructure
Usage Activity in Real Time
Real Time Visitor Map
Usage Activity Statistics
Usage Activity Statistics
Usage Activity Statistics
Usage Activity Statistics
MetricsintheOpenAIREContentProviderDashboard
Whenandhowtoparticipate?
2
onestopshop for
OpenAIRE content
providers
forfriends…
“therepositorymanagers dashboard”
Dashboardforcontentproviders
Towards a network of usage statistic hubs on a global level
● Four steps to join OpenAIRE Usage Statistics
1. Download.
2. Configure.
3. Deploy.
4. Validate (by OpenAIRE).
● Or enter SUSHI endpoint to let OpenAIRE collect
COUNTER reports
Metrics in the OpenAIRE Dashboard for content providers
Enable Metrics for selected Datasource
Configure Metrics for selected Datasource
000
01233456
Usage Metrics by example of the UMinho Repository
Usage Metrics on the Article Level
● Available as beta with the help of IRUS-UK
○ http://beta.services.openaire.eu/usagestats/sushilite/
● Supports COUNTER R4 compatible reports:
○ ArticleReports(AR)andBookReports(BR)using
identifierslikeopenaire,doi,oai-record-id
○ ItemReports(IR)
○ RepositoryReports(RR)usingidentifiersissuedby
OpenAIREorOpenDOAR
○ JournalReports(JR)usingidentifierslikeISSN
SUSHI-Lite Interface
COUNTERUSAGEREPORTS
RELEVANTFOROPENAIRE
RepositoryPlatformReport–RR1
JournalReport–JR1
ItemReport–IR1
ArticleReport–AR1
BookReport–BR1
BookChapterReport–BR2
ResearchDatasetReporttbc.
ResearchSoftwareUsageReporttbc.
Repository Report Item Report
SUSHI response example (JSON)
OpenAIRE:ausagestatisticsHubforResponsibleMetrics
MainChallengesandLimitations,Nextsteps
3
• Comparability ofUsage Statistics acrossplatforms
• Mustbecollectedandprocessedbyagreedcommonstandards,e.g.COUNTERCoP
• Mustbeopenlyaccessiblebydefault(e.g.CC-0license)
• Comparability ofUsage Statistics ofdifferentversions ofanitem
• E.g.UsageStatisticsofOpenAccessvs.non-OpenAccessitemversions
• UsageStatisticsmustbeenrichedbyitemidentifiers
• Itemsmusthavecomprehensivemetadatadescriptions
• Contextualized UsageStatistics
• COUNTERReportsareabasicfirststepbutlimitedonstatisticsperplatform(items)
• Aggregatedusagestatisticsofdeduplicateditems
• LinkedresearchresultsandtheirUsageStatisticsinthecontextof
(e.g. a project or topic)
Main Challenges and Limitations
● Develop Matomo plugins for other Repository
platforms (eg. Fedora, Samvera)
● Promote the service to content provider managers
● Support national usage statistics initiatives to
become a node in OpenAIRE Usage Statistics
● E.g. LA Referencia to set up a regional usage statistics network
● Contribute to the Open Metrics concept and vision
● Update to COUNTER R5 standard and support of
COUNTER CoP for Research Data
Next Steps
• We already link publications and datasets
• Let‘s link their usage statistics too, make usage statistics
more valuable and meaningful
The Usage Statistics Hub Concept
Hub of
Publ.-Level
Metrics
Hub of
Data-Level
Metrics
Data Repositories
Inst. / Thematic
Repositories
Regional / National
Statistics Services,
e.g. IRUS, OpenAIRE,
EOSC-Infrastructures
track
track
track
trackprovide
provide
provide
provide
link
e.g. Making DataCount,
IRUSdata, OpenAIRE,
EOSC-Infrastructures
www.openaire.eu
@openaire_eu
facebook.com/groups/openaire
andreas.czerniak@uni-bielefeld.de
dpierrakos@gmail.com
jochen.schirrwagen@uni-bielefeld.de

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Towards a network of usage statistic hubs on a global level

  • 1. @openaire_eu Towards a Network of Usage Statistics Hubs on a Global Level AndreasCzerniak,BielefeldUniversity DimitrisPierrakos,ATHENAResearchCenter JochenSchirrwagen,BielefeldUniversity AlternativeIndicatorsSummerSchool September2018
  • 2. OpenAIRE infrastructure andUsageStatistics Service UsageStatssketch,Howitworks,TrackingWorkflow,ServiceFeatures. Metrics intheOpenAIRE Content ProviderDashboard OpenAIRE: ausage statistics HubforResponsible Metrics WhenandHowtoparticipate MainChallengesandLimitations,Nextsteps TOPICS
  • 4. • A pan-European Research Information platform to monitor OA research outcomes from EC and other national funders. • Research analytics tools to promote new scientific metrics & support evidence-based decision-making. • Implementation of an OpenAIRE usage statistics service for usage data collected from data providers. OpenAIRE 2020
  • 5. • Continues the mission of OpenAIRE aiming to be a trusted e- Infrastructure within the realms of the European Open Science Cloud. • Empowers National Open Access Desks (NOADs) so they become a pivotal part within their own national data infrastructures, positioning OA and open science onto national agendas. • Improves the OpenAIRE services: • optimizing their performance and scalability. • refining their functionality based on end-user feedback. • repackaging them into products, taking a professional marketing approach with well-defined KPIs. • consolidating the range of services/products into a common e-Infra catalogue to enable a wider uptake. • Consolidates OpenAIRE’s global role extending its collaborations with Latin America, US, Japan, Canada, and Africa. OpenAIRE-Advance
  • 6. • Task covers: • aligning policies and standards for gathering and sharing of usage data -> guidelines • considering legal aspects (GDPR compliance) • relating usage statistics to other kinds of metrics • collecting and processing of usage data and producing consolidated, standards-based usage statistics • Task team: Athena Research Center, University of Bielefeld, University of Minho, Jisc IRUS-UK, Couperin + NOADs Usage Statistics in OpenAIRE-Advance
  • 8. OpenAIRE’s e-infrastructure Commons & Usage Stats sketch Publications repositories Research Data repositories CRIS systems Registries (e.g. projects) OA Journals Software Repositories Validation Cleaning De-duplication Enrichment By inference CONTENT PROVIDERS INFO SPACE SERVICES Project initiative FunderFunding Result Publication Data Software Organization OpenAIRE USAGE STATISTICS SERVICE Linking Usage Event – Research Result Tracking / (Logging) Exposing / Reporting
  • 9. UsageStatisticsServiceFeatures Tracking ofviewsand downloads /collecting COUNTERreports PushorPullcollectionworkflows. Anonymisation ofIP- addresses. Metadata de-duplication enables accumulation of viewsanddownloads for samedocuments COUNTERCodeofPractice compatibility. standardsbasedusagestatistics. enablescomparabilitywithstatistics fromotherdatasources. This is where you type in the event
  • 10. • World's leading open-source analytics platform (formerly Piwik). • Valuable insights into website traffic and visitors activity. • Matomo collects and stores PII (personally identifiable information). • Keeps full data ownership and can control who has access. • Robot filtering plugin. • Compliant with EU regulations. • Recommended by privacy organizations such as ULD (Germany) and CNIL (France). Matomo Analytics platform
  • 11. Matomo Facts Matomo Google Analytics Number of Hits per Month Unlimited 10 million Number of user accounts per login Unlimited 10 Data storage time Unlimited 25 months Number of properties (websites, apps etc.) tracked per account Unlimited 50 Custom Variables 5 5 Data Export Unlimited 5000 rows Real time Analytics Matomo offers real-time web analytics in all of its reports. GA monitors user activity right after it happens, although period of delay is not explicitly stated.
  • 12. Parameter Description idSite the ID of the repository idVisit a visitor/session ID (an 8 byte binary string) visitIP (optionally anonymized) the IP address of the visitor action the action performed (view, download, outlink, etc) url the url of the requested item timestamp the date & time of the request OAI-PMH Identifier the Open Access Initiative identifier of the item being viewed/downloaded agent the Web Browser and the operating system of the visitor referrer The url linked to the item requested Matomo Tracking Parameters
  • 13. Metadata-Index UsageStatistics-DB ● Repository ● CRIS ● eJournal ● National Statistics Node ● Publisher PULL COUNTER Report PUSH tracked event IP-Anonym. processing script processing script Tiers Collection Workflows for Usage Statistics
  • 14.  Aninstitutional repository isregistered inMatomo.  Serversidetracking: Plugins(Dspace)orpatches(Eprints) usingMatomo’sHTTPAPI.  Usage Activityistracked andloggedatMatomoplatformin realtime.  Ιnformationistransferredoffline, usingMatomo’s API,to OpenAIRE’s DBsforstatistical analysis.  Statistics aredeployed forhuman(OpenAIRE’s Portal)and machine(Sushi-LiteAPI)consumption. Push Usage Statistics Tracking Workflow
  • 15.  Gathering of consolidated statistics reports from aggregation services, such as IRUS-UK, using protocols such as SUSHI-Lite.  Statistics are stored to OpenAIRE’s DB for statistical analysis.  Statistics are deployed via OpenAIRE’s Portal or Sushi- Lite API. Collecting (Pull) Consolidated Usage Statistics Reports
  • 17. ● OpenAIRE collects from > 1000 compatible data providers ~24 Mio documents ● currently 99 active data providers participating in Usage statistics + IRUS-UK ● Usage statistics deployment under CC-0 license. ○ in OpenAIRE dashboard, portal and API. Usage Statistics in the OpenAIRE Infrastructure
  • 18. Usage Activity in Real Time
  • 27. ● Four steps to join OpenAIRE Usage Statistics 1. Download. 2. Configure. 3. Deploy. 4. Validate (by OpenAIRE). ● Or enter SUSHI endpoint to let OpenAIRE collect COUNTER reports Metrics in the OpenAIRE Dashboard for content providers
  • 28. Enable Metrics for selected Datasource
  • 29. Configure Metrics for selected Datasource 000 01233456
  • 30. Usage Metrics by example of the UMinho Repository
  • 31. Usage Metrics on the Article Level
  • 32. ● Available as beta with the help of IRUS-UK ○ http://beta.services.openaire.eu/usagestats/sushilite/ ● Supports COUNTER R4 compatible reports: ○ ArticleReports(AR)andBookReports(BR)using identifierslikeopenaire,doi,oai-record-id ○ ItemReports(IR) ○ RepositoryReports(RR)usingidentifiersissuedby OpenAIREorOpenDOAR ○ JournalReports(JR)usingidentifierslikeISSN SUSHI-Lite Interface COUNTERUSAGEREPORTS RELEVANTFOROPENAIRE RepositoryPlatformReport–RR1 JournalReport–JR1 ItemReport–IR1 ArticleReport–AR1 BookReport–BR1 BookChapterReport–BR2 ResearchDatasetReporttbc. ResearchSoftwareUsageReporttbc.
  • 33. Repository Report Item Report SUSHI response example (JSON)
  • 35. • Comparability ofUsage Statistics acrossplatforms • Mustbecollectedandprocessedbyagreedcommonstandards,e.g.COUNTERCoP • Mustbeopenlyaccessiblebydefault(e.g.CC-0license) • Comparability ofUsage Statistics ofdifferentversions ofanitem • E.g.UsageStatisticsofOpenAccessvs.non-OpenAccessitemversions • UsageStatisticsmustbeenrichedbyitemidentifiers • Itemsmusthavecomprehensivemetadatadescriptions • Contextualized UsageStatistics • COUNTERReportsareabasicfirststepbutlimitedonstatisticsperplatform(items) • Aggregatedusagestatisticsofdeduplicateditems • LinkedresearchresultsandtheirUsageStatisticsinthecontextof (e.g. a project or topic) Main Challenges and Limitations
  • 36. ● Develop Matomo plugins for other Repository platforms (eg. Fedora, Samvera) ● Promote the service to content provider managers ● Support national usage statistics initiatives to become a node in OpenAIRE Usage Statistics ● E.g. LA Referencia to set up a regional usage statistics network ● Contribute to the Open Metrics concept and vision ● Update to COUNTER R5 standard and support of COUNTER CoP for Research Data Next Steps
  • 37. • We already link publications and datasets • Let‘s link their usage statistics too, make usage statistics more valuable and meaningful The Usage Statistics Hub Concept Hub of Publ.-Level Metrics Hub of Data-Level Metrics Data Repositories Inst. / Thematic Repositories Regional / National Statistics Services, e.g. IRUS, OpenAIRE, EOSC-Infrastructures track track track trackprovide provide provide provide link e.g. Making DataCount, IRUSdata, OpenAIRE, EOSC-Infrastructures