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CDL ScholarlyStats Consortial Implementation. Ivy Anderson California Digital Library ICOLC – April 2007 Montreal. UC Consortial Environment. 10 Campuses + CDL CDL also licenses on behalf of Lawrence Berkeley and Lawrence Livermore Laboratories 3 Licensing ‘Tiers’
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CDL ScholarlyStats Consortial Implementation Ivy Anderson California Digital Library ICOLC – April 2007 Montreal
UC Consortial Environment • 10 Campuses + CDL • CDL also licenses on behalf of Lawrence Berkeley and Lawrence Livermore Laboratories • 3 Licensing ‘Tiers’ • Tier 1 – systemwide licensing by the CDL • Tier 2 – collaborative licensing based at the campuses (if <9 participants) • Tier 3 – locally-licensed resources • Resources from any given provider may encompass all 3 tiers
Contract Process • Began discussions March 2006 • License signed January 2007 • Still in implementation phase • Consider this a trial to determine overall value for UC • Why so long? • Pricing – a good deal (but one-year only) • Services – concerns about how vendor error reporting and revisions to statistics would be managed • SS wanted separate contracts for each campus – eventually agreed to campus authorization letters • Contract iterations were messy – errors kept creeping into docs • Unrelated local staffing issues
Service Basics: Coverage • Per ScholarlyStats Website • 70,000 journals and almost 450 databases from 42 platforms • CDL Products • Supports 31 of our vendor platforms • Not currently supported • CSA, JSTOR, RLG • Sites that require ip address for access to statistics • Vendors who email statistics (Highwire) • Accounts • CDL account + 10 campus accounts
Service Basics: Reports • Report Types • Consolidated reports • Journals: Full-text downloads by platform & journal title • Databases: Searches & sessions by database & platform; turnaway statistics • Dashboard Reports • Top use journals by platform; low usage journals; top 50 journals across platforms, etc. (9 in all) • Reporting Periods • Latest Reports: monthly (2-month lag) • Archived Reports:annual reports and previously released monthly reports • Formats: • CSV, Excel, Zip file • A Zip file of all reports: contains all the consolidated reports and dashboard reports in a single file
Service(s) • Timeliness is good thus far – reports posted by 20th of each month • SUSHI support • Implemented: ISI Journal Use Reports and Innovative ERM • Tested: Ex Libris Verde • Promised a place on their website for vendor notices & problem reports, but not implemented thus far • Staff are helpful and responsive • Interface is clear, intuitive, and easy to use
Consortial Reporting: We’re Not There Yet • Separate accounts and passwords for CDL and individual campuses • Campus reports show individual campus stats only • CDL reports shows systemwide totals only – functions like just another library report • No combined view of campus(es) + total usage, percent of usage by campus, etc. • No separate lab stats, so campus totals and overall totals don’t jive • Will we have to pay additionally for each lab?
No More Tiers? • We assumed campuses would need separate ScholarlyStats licenses for their Tier 3 resources if they wanted to collect them via ScholarlyStats • SS can’t distinguish Tier 1, 2, & 3 statistics in all cases, even where vendors maintain separate accounts • Some Tier 3 resource statistics show up in campus reports, but inconsistently
Other Caveats • There are still several major vendor platforms that ScholarlyStats doesn’t collect. (CSA, JSTOR, etc.) • ScholarlyStats will not maintain or troubleshoot vendor account information • Limited support for identifying problems in the usage data • need a mechanism for annotating reports • Revised data – pulled down in next monthly collection cycle only • Means corrections to previous years’ reports will not be retrieved (?) • Reports by platform aren’t that useful; reporting by package (“MPS Collection Platform”) would be more useful • ScholarlyStats reserves the right to include anonymized customer data in 3rd-party reports
Overall Assessment • Still in trial / implementation mode – more assessment needed • Service and support seem very good • Consortial functionality and pricing need work – hope to work with ScholarlyStats on this • Only joint in town with SUSHI on the menu • Ask us again next year….