Understanding the Future: The Next Wave of User Data Analysis at JSTOR

1. Understanding the Future: The Next Wave of User Data Analysis at JSTOR John Lenahan Associate Vice President November 2012 john.lenahan@jstor.org

2. 組織簡介 ITHAKA是一個非營利組織，幫助學術社區使用數位技術來保存學術記錄，以可持續發展的方式促進研究和教學。 我們提供創新的服務以助於採行這些技術並且產生持久的影響，冀能實現這個使命。

3. 服務概述 • Ithaka S+R是一項研究和諮詢服務，重點在於線上環境中學術研究和教學活動的轉型，旨在確立我們的社區所面臨的重大問題並且發揮促成變革的作用。 • JSTOR是一個發現、存取和保存學術內容的研究平台。 • Portico 是一項電子期刊、電子書籍和其他學術性電子內容的數位保存服務。

4. Mining JSTOR Usage Data • Over the last 15 years, JSTOR has logged millions of user interactions • This data was primarily used for creating library and publisher reports, including COUNTER reports • Now being fed into a data warehouse in order to support more detailed queries and analysis • We use this data to inform our organizational activities, and also to help advise libraries

5. Mining JSTOR Usage Data: Global usage

6. 早期期刊內容 • 包括美國於 1923年以前和世界其他地區於 1870年以前出版的著作 • 收自超過 200種出版物 50多萬篇文章 • 免費提供給所有人，無需註冊或屬於任何機構

7. 註冊與閱讀 • 測試版 • 由大約 30家出版商提供的大約 70種出版物 • 僅限於館藏資料庫內容 • 嘗試吸引新讀者（特別是「非附屬」學者）存取 JSTOR館藏內容

8. 機構搜尋器（代理伺服器重新導向）

9. 機構搜尋器（代理伺服器重新導向）

10. 機構搜尋器（代理伺服器重新導向）

11. 機構搜尋器（代理伺服器重新導向） • EZProxy、Shibboleth和 WAM代理伺服器 • 同日安裝： support@jstor.org

12. JSTOR Usage Analysis: Understanding the End User

13. CONCERT Participants Over Time

14. CONCERT Collections Over Time

15. Significant Accesses *This reflects both Archive and Current Content Accesses

16. Archive Participation by Collection

17. Top 10 Most Accessed Disciplines in Archive Collections (July 11-June 12)

18. Collections With Most Turnaways (July 11-June 12)

19. Top Journals with Most Usage in Archive Collection • (July 11-June 12)

20. Current Journal Subscriptions by Publisher

21. Current Journal Subscriptions by Discipline

22. Top 10 Most Accessed Disciplines in Current Content (CSP)(July 11-June 12) Top 10 Disciplines in archival usage: 1 Business 2 Sociology 3 Language & Literature 4 Political Science 5 Statistics 6 Economics 7 Education 8 Management & Organizational Behavior 9 History 10 Art & Art History

23. Top CSP Journals with Most Turnaways • (July 11-June 12)

24. A Review of the Current Journal Usage • Top disciplines in the Archive Collections aligned with usage in the Current Scholarship Program, including: • Business • History • Sociology • Political Science • Language and Literature • Reviewing the current journal subscriptions and turnaways identified two key publishers in demand by end users: • University of Chicago Press • University of California Press • Individual titles in the Archive Collections with the highest usage and turnaways identified the following titles to consider for current issues: • The American Journal of Sociology • The American Historical Review • The Journal of Political Economy

25. Providing Solutions to Support Library and End User Needs: Current Scholarship Program

26. Addressing Library Needs for Current Journals • Manage your subscriptions with data: Enhance evidence-based collection management via JSTOR’s COUNTER-compliant usage statistics for the full run of a title. • Ensure perpetual access: All titles in the program are preserved in Portico, ITHAKA’s digital preservation service, and post cancellation access is available. • Provide full run of journals: Link current journals in the program with your JSTOR archive collection holdings, providing full run access from volume 1, issue 1 through the current issue.

27. Addressing Library Needs for Current Journals • Current journals where users want them: Access current journal subscriptions on a well-known and trusted platform. JSTOR is both a starting point and a destination for researchers, and our network of linking partnerships helps increase discoverability. • Fuel discovery and usage: Journals in the Current Scholarship Program saw an average of 119% increase in usage for 2011, as compared to usage on their previous platforms.* • Flexible subscription options: single title subscriptions, as well as discounted packages. *Analysis based on COUNTER Journal Report 1 (R3) measuring the number of successful full-text article requests for current subscriptions by month and journal, comparing usage on former platforms from Jan-Oct 2010 to usage on the JSTOR platform from Jan-Oct 2011.

28. 2013 Current Scholarship Program Overview • The Current Scholarship Program (CSP) links current journals alongside archival content on JSTOR’s trusted, highly-visible platform, helping to make current journals easy to use and discover. • It features 233 high-quality current journal titles from 38 leading publishers for 2013. • Twenty-one discipline collections are newly available for 2013, providing collections that serve research and curriculum needs in core subject areas.

29. * Indicates new publisher for 2013 Participating Publishers for 2013

30. 21 Discipline Collections—New for 2013 African & African American Studies:10titles Anthropology: 5 titles Archaeology: 7 titles Area Studies: 13 titles Art, Art History & Architecture:13 titles Asian Studies: 5 titles Business & Economics:15 titles Classical Studies: 6 titles Education:18 titles Feminist & Women's Studies:8 titles Film & Performing Arts: 6 titles History: 23 titles History of Science & Technology: 5 titles Language & Literature:31 titles Law:10 titles Medicine & Allied Health: 3 titles Music:10 titles Philosophy:12 titles Political Science & Sociology: 7 titles Religion:10 titles Science, Technology & Mathematics: 15 titles

31. Discounted Publisher Packages for 2013 The American School of Oriental Research Package Includes 3 titles. 10% savings off the list price American Society of International Law Package Includes 3 titles. 10% savings off the list price Association for the Study of African American Life and History Package Includes 2 titles. 10 % savings off the list price Complete Chicago Package (The University of Chicago Press) Includes 53 titles. 33% savings off the list price Indiana University Press Package Includes 28 titles. 10% savings off list price Mathematical Association of America Package Includes 4 titles. 5% savings off the list price Modern Humanities Research Association Package Includes 6 titles. 12% savings off the list price National Council of Teachers of Mathematics Package Includes 5 titles. 10% savings off the list price Pennsylvania State University Press Package Includes 26 titles. 9% savings off the list price University of California Press Package Includes 36 titles. 25% savings off the list price University of Illinois Press Package Includes 23 titles. 10% savings off the list price University of Minnesota Press Package 10% savings off the list price University of Nebraska Press Package Includes 8 titles. 10% savings off the list price

32. Libraries and Digital Scholarship:Addressing Preservation & Long-term Access

33. Libraries Moving Rapidly to e-Environment • Accommodate patron’s demand for the convenience and accessibility of e-resources. • Print processing and storage costs becoming prohibitive. • Require floor space for new collaborative work environments. • Maintain relevance: in the digital environment, networks and context are everything.

34. Libraries Budgets Shifting to e-Content 2007-08 ARL Annual Statistics Survey, Washington, DC 2009

35. Transition from Print Raises Questions • How do we assure the future usability of e-content? • How do libraries assure long-term institutional access to scholarly resources? • Where does the preservation responsibility rest...libraries, publishers, third parties? • Can we take advantage of economies of scale?

36. Portico Digital Preservation Services • Portico’s objective is to help libraries make a secure and reliable transition from print to a reliance on e-content. • Maintains archiving agreement with publishers to collect and preserve content. • Receives content directly from publishers. • Preserves: • Current journals (born digital) • Back file journals (reborn digital) • E-books • Digitized historical collections

37. An “Insurance Policy” for e-resources • Provide libraries with access to archived content when it becomes lost, orphaned or abandoned (regardless of libraries past or current subscription): • Publisher ceases operation • Publisher discontinues title • Publisher drops back file • Provide libraries with post-cancellation access – if publisher specifically names Portico (about 90% of titles in Archive are covered by Portico post-cancellation access rights.)

38. Responding to Post-Cancellation Access Claims No. of Library PCA Claims E-journal PCA Coverage

39. Publisher Participation & Portico Progress • Over 2,000 publishing entities: • commercial houses • professional societies • university presses

40. Preserving e-Books & d-Collections 26 Collections 13 Collections 75,261,150 pages 539,358 books 783,985 newspapers Publishers participating in Books@JSTOR preserve content with Portico

41. Evolution of the JSTOR Platform • Recent platform updates in support of CSP have introduced several new features and new content formats to the platform • JSTOR is being transformed into a research and teaching platform • Preservation remains at the core of organization’s mission • Facilitating teaching and research with online tools and content is an ongoing key activity Thank You Sarah Glasser Associate Director, Marketing & Communications sarah.glasser@ithaka.org Thank You John Lenahan Associate Vice President john.lenahan@jstor.org