JURO : Creating the Journal Usage Report Online System

1
JURO Creating the Journal Usage Report Online
System
6th Annual Hong Kong Innovative Users Group
Meeting8-9 December 2005, Hong Kong

• Presented by
• Ki Tat LAM
• Head of Library Systems
• The Hong Kong University of Science and
  Technology Library
• lblkt_at_ust.hk

2
Contents

• What is JURO and Why to use JURO?
• Project COUNTER
• JURO system architecture and design
• Using JURO
• Thoughts and future developments
• Conclusion

3
What is JURO?

• JURO Journal Usage Report Online is an open
  source software that enables libraries to
• capture journal usage data from COUNTER-compliant
  usage reports and in-house usage statistics
• link the bibliographic, order and holdings
  records from library catalog with usage data
• query and generate different usage reports based
  on the user preferences
• preserve usage data for long-term use

4
Why JURO?

• Library administration, collection development
  and reference staff need to have a better
  understanding of how the subscribed resources are
  being used
• Frustrated by the poorly organized usage data
• Different ways of recording and interpreting
• In varying formats Excel, Web page, etc.
• Scattered sources from vendors and in-house
• Failure of linking to bib/order/holdings records
  in library catalog for analysis

5
Why JURO? cont.

• Demand to have better control of usage statistics
  is accelerated by the proliferation of electronic
  resources, particularly e-journals
• As Josephine Tsui (our Collection Development
  Manager) expressed we need a system that can
  help us to
• Determine what electronic journal titles are to
  be swapped towards the end of the year

6
Why JURO? cont.

• Aid cancellation decision by
• Comparing usage statistics of print and
  electronic versions
• Reviewing usage statistics of print only journals
• Conduct collection analysis on usage by call
  number
• Trace normal usage patterns against statistics
  supplied by the vendors

7
Implementation Timeline

• June 2005 - Funding available to hire temporary
  programmers for a few months for systems-related
  projects
• August 2005 Began JURO system design and
  software programming by
• Lawrence Chan, Ho Wing Kee and Allen Lam, with
  valuable help on ideas, testing and evaluation
  from colleagues from Collection Development and
  Acquisitions
• November 2005 Released JURO Version 1.0

8
Project .

• Counting Online Usage of Networked Electronic
  Resources http//www.projectcounter.org/
• An international initiative designed to serve
  librarians, publishers and intermediaries by
  facilitating the recording and exchange of online
  usage statistics
• Launched in March 2002

9
Project COUNTER cont.

• 47 COUNTER-compliant vendors so far (as of
  November 2005)
• Includes almost all major vendors we subscribe to
  26 of them have been configured in JURO
• Such as ACS, Blackwell, EBSCO, Elsevier,
  Emerald, Extenza, HighWire, Ingenta, Kluwer,
  ProQuest, Springer, Scitation-AIP, Taylor
  Francis, Thomson, Wiley, etc.
• http//www.projectcounter.org/articles.html

10
Project COUNTER cont.

• Produces Code of Practice so that the use of
  electronic resources can be measured in a more
  consistent way
• COUNTER Code of Practice for Journals and
  Databases
• Release 1 January 2003
• Release 2 April 2005
• COUNTER Code of Practice for Books and Reference
  Works
• Draft Release 1 January 2005

11
Project COUNTER cont.

• Major Types of Reports
• Journal Report 1 Number of Successful Full-Text
  Article Requests by Month and Journal
• Journal Report 2 Turnaways by Month and Journal
• Database Report 1 Total Searches and Sessions by
  Month and Database
• Database Report 2 Turnaways by Month and
  Database
• Database Report 3 Total Searches and Sessions by
  Month and Service

12
Sample COUNTER-compliant usage report provide
from vendor JR1_FullTextArticleRequests_10023722_
Institution.csv
13
JURO System Architecture
Import
Data Store
Web Servlets
14
JURO System Requirement

• Platform Java programs, MySQL database, Tomcat
  with web servlets
• Can be run on Linux or Windows
• Open source software contribution of source
  codes and feedback are welcomed
• Developed based on INNOPAC JURO will function
  without bibliographic, order and holdings data,
  or they can be imported from any other systems

15
Figure 1. JUROsWeb-based client
interface showing theCreate UsageReport form
16
Figure 2. You can select the following types of
reports, by year or by month
Figure 3. You can limit or filter the result sets
by a range or by keywords in Boolean
17
Figure 4. You can select what fields to display
in the report
18
Figure 5. Full-Text Access to Wiley e-journal
titles
19
Figure 6. Print Journal Usage Report for 2005
sorted by call number
20
Figure 7. Print journals access statistics
showing a significant decrease of usage over the
years
21
Figure 8. Displaying print and electronic journal
titles in parallel for usage analysis
22
Figure 9. Rankinge-journal usage of
2004/05, with the top 15 titles
23
Figure 10. Identifying possible discrepancies in
statistics provided by vendors by tracing the
usage patterns
24
Import of Usage and Bib Data

• Import of COUNTER usage data is tedious and time
  consuming requiring downloading the files
  vendor by vendor and month by month
• There is an initiative to enable the transfer of
  usage data via web services - SUSHI (Standardized
  Usage Statistics Harvesting Initiative)
• 22 November 2005 Swets successfully tested the
  transfer to Innovative and Ex Libris based on the
  SUSHI protocol

25
Import of Usage and Bib Data cont.

• SUSHI protocol will be issued as a NISO standard
  in early 2006
• Import of bibliographic, order and holdings
  information from INNOPAC/Millennium is cumbersome
  requiring creation of review lists and
  exporting the data elements
• How well Millennium ERM module integrates COUNTER
  usage data has yet to be seen
• Suggestion to Innovative to enhance its web
  services product to allow remote function calls
  to create and output review lists.

26
Open Source Software

• JURO is open source software using the GNU Public
  License
• Available for download from http//library.ust.hk
  /software/juro.html
• We believe that it is highly beneficial that
  libraries which develop non-commercial software
  tools which might prove useful to other
  institutions make their efforts available to the
  larger community of libraries

27
Future Enhancements

• Closely watch the development of SUSHI and will
  incorporate it to JURO as soon as vendors are
  ready for it
• Improve the client interface based on feedback
  from users (from HKUST and other institutions
  that adopt JURO)
• Incorporate more types of reports
• a challenge to capture usage data from web access
  logs for access scripted URLs

28
Conclusion

• JURO is software to acquire electronic resource
  usage statistics from vendors and in-house, and
  allow online querying and generation of usage
  reports
• It meets a clearly defined need not yet being met
  by available software
• Uses COUNTER-compliant usage data
• Consolidates multiple partially duplicative
  efforts by different library units

29
Conclusion cont.

• Permits much more accurate analysis for
  Collection Development and Acquisitions efforts
• Semi-integrated with INNOPAC, the library catalog
• More importantly, JURO is an open source software
  package that allows more institutions to use it
  and expand on its features

30
Thank You!