Last revised: 8-Dec-Last revised: 8-Dec-20052005

JURO : Creating the Journal JURO : Creating the Journal Usage Report Online SystemUsage Report Online System

Presented by

Ki Tat LAMHead of Library Systems

The Hong Kong University of Science and Technology Librarylblkt@ust.hk

6th Annual Hong Kong Innovative Users Group Meeting8-9 December 2005, Hong Kong

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 22

ContentsContents

What is JURO and Why to use JURO?What is JURO and Why to use JURO? Project COUNTERProject COUNTER JURO system architecture and designJURO system architecture and design Using JUROUsing JURO Thoughts and future developmentsThoughts and future developments ConclusionConclusion

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 33

What is JURO?What is JURO?

JURO – JURO – JJournal ournal UUsage sage RReport eport OOnline – is an nline – is an open source software thatopen source software that enables libraries to:enables libraries to: capture journal usage data from COUNTER-capture journal usage data from COUNTER-

compliant usage reports and in-house usage compliant usage reports and in-house usage statisticsstatistics

link the bibliographic, order and holdings link the bibliographic, order and holdings records from library catalog with usage datarecords from library catalog with usage data

query and generate different usage reports query and generate different usage reports based on the user preferencesbased on the user preferences

preserve usage data for long-term usepreserve usage data for long-term use

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 44

Why JURO?Why JURO?

Library administration, collection development Library administration, collection development and reference staff need to have a better and reference staff need to have a better understanding of how the subscribed resources understanding of how the subscribed resources are being usedare being used

Frustrated by the poorly organized usage dataFrustrated by the poorly organized usage data Different ways of recording and interpretingDifferent ways of recording and interpreting In varying formats – Excel, Web page, etc.In varying formats – Excel, Web page, etc. Scattered sources from vendors and in-houseScattered sources from vendors and in-house Failure of linking to bib/order/holdings records Failure of linking to bib/order/holdings records

in library catalog for analysisin library catalog for analysis

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 55

Why JURO?Why JURO? [cont.] [cont.]

Demand to have better control of usage Demand to have better control of usage statistics is accelerated by the proliferation of statistics is accelerated by the proliferation of electronic resources, particularly e-journalselectronic resources, particularly e-journals

As Josephine Tsui (our Collection Development As Josephine Tsui (our Collection Development Manager) expressed: we need a system that can Manager) expressed: we need a system that can help us to:help us to: Determine what electronic journal titles are to Determine what electronic journal titles are to

be swapped towards the end of the yearbe swapped towards the end of the year

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 66

Why JURO?Why JURO? [cont.] [cont.]

Aid cancellation decision byAid cancellation decision by• Comparing usage statistics of print and electronic Comparing usage statistics of print and electronic

versionsversions• Reviewing usage statistics of print only journalsReviewing usage statistics of print only journals

Conduct collection analysis on usage by call Conduct collection analysis on usage by call numbernumber

Trace normal usage patterns against statistics Trace normal usage patterns against statistics supplied by the vendorssupplied by the vendors

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 77

Implementation TimelineImplementation Timeline

June 2005 - Funding available to hire temporary June 2005 - Funding available to hire temporary programmers for a few months for systems-programmers for a few months for systems-related projectsrelated projects

August 2005 – Began JURO system design and August 2005 – Began JURO system design and software programming by:software programming by: Lawrence Chan, Ho Wing Kee and Allen Lam, Lawrence Chan, Ho Wing Kee and Allen Lam,

with valuable help on ideas, testing and with valuable help on ideas, testing and evaluation from colleagues from Collection evaluation from colleagues from Collection Development and AcquisitionsDevelopment and Acquisitions

November 2005 – Released JURO Version 1.0November 2005 – Released JURO Version 1.0

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 88

Project Project ..

CCounting ounting OOnline nline UUsage of sage of NNetworked etworked EElectronic lectronic RResources [esources [http://www.projectcounter.org/http://www.projectcounter.org/]]

““An international initiative designed to serve An international initiative designed to serve librarians, publishers and intermediaries by librarians, publishers and intermediaries by facilitating the recording and exchange of online facilitating the recording and exchange of online usage statistics”usage statistics”

Launched in March 2002Launched in March 2002

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 99

Project COUNTERProject COUNTER [cont.] [cont.]

47 COUNTER-compliant vendors so far (as of 47 COUNTER-compliant vendors so far (as of November 2005)November 2005) Includes almost all major vendors we Includes almost all major vendors we

subscribe to – 26 of them have been subscribe to – 26 of them have been configured in JURO configured in JURO

Such as: ACS, Blackwell, EBSCO, Elsevier, Such as: ACS, Blackwell, EBSCO, Elsevier, Emerald, Extenza, HighWire, Ingenta, Kluwer, Emerald, Extenza, HighWire, Ingenta, Kluwer, ProQuest, Springer, Scitation-AIP, Taylor & ProQuest, Springer, Scitation-AIP, Taylor & Francis, Thomson, Wiley, etc.Francis, Thomson, Wiley, etc.

[[http://http://www.projectcounter.org/articles.htmlwww.projectcounter.org/articles.html]]

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 1010

Project COUNTERProject COUNTER [cont.] [cont.]

Produces Produces Code of PracticeCode of Practice so that the use of so that the use of electronic resources can be measured in a more electronic resources can be measured in a more consistent wayconsistent way COUNTER Code of Practice for Journals and COUNTER Code of Practice for Journals and

DatabasesDatabases• Release 1 – January 2003Release 1 – January 2003• Release 2 – April 2005Release 2 – April 2005

COUNTER Code of Practice for Books and COUNTER Code of Practice for Books and Reference WorksReference Works• Draft Release 1 – January 2005Draft Release 1 – January 2005

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 1111

Project COUNTERProject COUNTER [cont.] [cont.]

Major Types of Reports:Major Types of Reports: Journal Report 1Journal Report 1: Number of Successful Full-Text : Number of Successful Full-Text

Article Requests by Month and JournalArticle Requests by Month and Journal Journal Report 2Journal Report 2: Turnaways by Month and Journal: Turnaways by Month and Journal Database Report 1Database Report 1: Total Searches and Sessions by : Total Searches and Sessions by

Month and DatabaseMonth and Database Database Report 2Database Report 2: Turnaways by Month and : Turnaways by Month and

DatabaseDatabase Database Report 3Database Report 3: Total Searches and Sessions by : Total Searches and Sessions by

Month and ServiceMonth and Service

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 1212

Sample COUNTER-compliant usage report provide from vendor [JR1_FullTextArticleRequests_10023722_Institution.csv]

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 1313

JURO System ArchitectureJURO System Architecture

ImportImport

Data StoreData Store

Web ServletsWeb Servlets

JURO System

Web-based Querying and Report Generation

LibraryCatalog COUNTER

Usage FilesIn-House

Usage Files

Bib/Order/HoldingsData

Usage Data(e.g. print journalsaccess survey)

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 1414

JURO System RequirementJURO System Requirement

Platform – Java programs, MySQL database, Platform – Java programs, MySQL database, Tomcat with web servletsTomcat with web servlets

Can be run on Linux or WindowsCan be run on Linux or Windows Open source software – contribution of source Open source software – contribution of source

codes and feedback are welcomedcodes and feedback are welcomed Developed based on INNOPAC; JURO will Developed based on INNOPAC; JURO will

function without bibliographic, order and function without bibliographic, order and holdings data, or they can be imported from any holdings data, or they can be imported from any other systemsother systems

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 1515

Figure 1.JURO’sWeb-basedclient interfaceshowing theCreate UsageReport form

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 1616

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

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 1717

Figure 4. You can select what fields to display in the report

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 1818

Figure 5.Full-Text Accessto Wileye-journal titles

Buttons for sorting Hyperlink to record in INNOPAC

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 1919

Figure 6.Print Journal Usage Report for 2005 sorted by call number

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 2020

Figure 7. Print journals access statistics showing a significant decrease of usage over the years

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 2121

Figure 8.Displaying print and electronic journal titles in parallel for usage analysis

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 2222

Figure 9.Rankinge-journalusage of 2004/05,with the top 15 titles

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 2323

Figure 10. Identifying possible discrepancies in statistics provided by vendors by tracing the usage patterns

Possible error from vendor!

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 2424

Import of Usage and Bib DataImport of Usage and Bib Data

Import of COUNTER usage data is tedious and Import of COUNTER usage data is tedious and time consuming – requiring downloading the files time consuming – requiring downloading the files vendor by vendor and month by monthvendor by vendor and month by month There is an initiative to enable the transfer of There is an initiative to enable the transfer of

usage data via usage data via web servicesweb services - SUSHI - SUSHI (Standardized Usage Statistics Harvesting (Standardized Usage Statistics Harvesting Initiative)Initiative)

22 November 2005 – Swets successfully 22 November 2005 – Swets successfully tested the transfer to Innovative and Ex Libris tested the transfer to Innovative and Ex Libris based on the SUSHI protocolbased on the SUSHI protocol

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 2525

Import of Usage and Bib DataImport of Usage and Bib Data [cont.] [cont.]

SUSHI protocol will be issued as a NISO SUSHI protocol will be issued as a NISO standard in early 2006standard in early 2006

Import of bibliographic, order and holdings Import of bibliographic, order and holdings information from INNOPAC/Millennium is information from INNOPAC/Millennium is cumbersome – requiring creation of review lists cumbersome – requiring creation of review lists and exporting the data elementsand exporting the data elements How well Millennium ERM module integrates How well Millennium ERM module integrates

COUNTER usage data has yet to be seenCOUNTER usage data has yet to be seen Suggestion to Innovative – to enhance its Suggestion to Innovative – to enhance its web web

servicesservices product to allow remote function calls product to allow remote function calls to create and output review lists.to create and output review lists.

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 2626

Open Source SoftwareOpen Source Software

JURO is open source software using the GNU JURO is open source software using the GNU Public LicensePublic License

Available for download from: Available for download from: http://library.ust.hk/software/juro.htmlhttp://library.ust.hk/software/juro.html

We believe that it is highly beneficial that We believe that it is highly beneficial that libraries which develop non-commercial software libraries which develop non-commercial software tools which might prove useful to other tools which might prove useful to other institutions make their efforts available to the institutions make their efforts available to the larger community of librarieslarger community of libraries

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 2727

Future EnhancementsFuture Enhancements

Closely watch the development of SUSHI and Closely watch the development of SUSHI and will incorporate it to JURO as soon as vendors will incorporate it to JURO as soon as vendors are ready for itare ready for it

Improve the client interface – based on feedback Improve the client interface – based on feedback from users (from HKUST and other institutions from users (from HKUST and other institutions that adopt JURO)that adopt JURO)

Incorporate more types of reportsIncorporate more types of reports a challenge to capture usage data from web a challenge to capture usage data from web

access logs for access scripted URLsaccess logs for access scripted URLs

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 2828

ConclusionConclusion

JURO is software to acquire electronic resource JURO is software to acquire electronic resource usage statistics from vendors and in-house, and usage statistics from vendors and in-house, and allow online querying and generation of usage allow online querying and generation of usage reportsreports

It meets a clearly defined need not yet being met It meets a clearly defined need not yet being met by available softwareby available software Uses COUNTER-compliant usage dataUses COUNTER-compliant usage data Consolidates multiple partially duplicative Consolidates multiple partially duplicative

efforts by different library unitsefforts by different library units

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 2929

ConclusionConclusion [cont.] [cont.]

Permits much more accurate analysis for Permits much more accurate analysis for Collection Development and Acquisitions Collection Development and Acquisitions efforts efforts

Semi-integrated with INNOPAC, the library Semi-integrated with INNOPAC, the library catalogcatalog

More importantly, JURO is an open source More importantly, JURO is an open source software package that allows more institutions to software package that allows more institutions to use it and expand on its featuresuse it and expand on its features

HKIUG 2005 Annual Meeting – JURO – K.T. LamHKIUG 2005 Annual Meeting – JURO – K.T. Lam 3030

Thank You!Thank You!