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Using COUNTER Reports

Tansy Matthews Associate Director, Virtual Library of Virginia NISO COUNTER Webinar May 6, 2009. Using COUNTER Reports. A bit of background.

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Using COUNTER Reports

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  1. Tansy Matthews Associate Director, Virtual Library of VirginiaNISO COUNTER Webinar May 6, 2009 Using COUNTER Reports

  2. A bit of background • VIVA (The Virtual Library of Virginia) is a consortium of 39 state-assisted colleges and universities at 55 campuses, 33 of Virginia's independent (private, not-for profit) colleges and universities, several other Educational and Research Institutions • Process statistics for all member libraries centrally for VIVA products

  3. Why keep use data? • Track usage over time • Collection Development • Library education • Advocacy • Etc., etc.

  4. Summarize data over time

  5. Visualize

  6. Factors • To store data over the long term, formatting must be consistent. • To compare across products, use data must be measuring the same intellectual activities.

  7. COUNTER • By providing a standard format and standard definitions, COUNTER facilitates the long term storage of data and makes comparisons meaningful.

  8. Standard Format • COUNTER reports summarize data for rapid understanding.

  9. Example COUNTER Report COUNTER reports summarize data for rapid reporting.

  10. The following month… Awkward to concatenate over time.

  11. Storing Data Over Time • Columnar format allows data to be sorted on a variety of attributes. • Storing the data in a database allows for optimal flexibility, and ample storage space.

  12. For storage…

  13. Solution(s) • Non-COUNTER compliant vendors: • Everyone’s different • Each vendor has to be processed individually • COUNTER compliant vendors: • Standard format = Batch process • Either: • “Flip” spreadsheet version • Import XML versions of reports - Data will be imported in columnar format

  14. Process: XML • Importing XML • Multiple files can be imported simultaneously. • Order of columns can be assigned initially and remains consistent • Data can be easily refreshed – catches updated numbers • COUNTER COP3 requires all reports to be available in XML

  15. Process: Excel, Step 1 • Combine multiple reports into a single workbook. • Standardized COUNTER format allows for batch processing.

  16. We pause for this brief commercial annoucement… • Excel Import Multiple Text Files Softwarehttp://www.sobolsoft.com/exceltext/

  17. We pause for this brief commercial annoucement…

  18. Process, Excel: Step 2 • Processsing_counter_statistics.xlsm • Assigns report type and institution name to each line, combines all imported reports into a single Excel worksheet. • Date and other attributes are added to the worksheet manually. • Available at: http://www.vivalib.org/stats_training/counter_processing_instructions.doc

  19. Example COUNTER Report

  20. Step 2

  21. Formatted for storage

  22. Storage • Spreadsheets • Database table • More space • More flexible • More options

  23. Tansy Matthews VIVA Associate Director tmatthe6@gmu.edu 703-993-2694 www.vivalib.org

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