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<p class="MsoNormal">I prefer working in SQL when I can, but I run this dashboard off a Microsoft Access database because that’s what my agency’s IT folks allow.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I do have to massage the reports a bit before uploading them, even when they’re already Counter 5. Particularly for this project, since the reports are at the consortium level and I need to crosswalk all the individual members’ vendor IDs
and names to our own internal ones. But otherwise the C5 reports don’t need a lot of work if they’re already normalized like the Database Master Report is (one column for the metric type, one for reporting period total).<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I also created workflows in OpenRefine that let me automate most of the cleanup and transformation process for each vendor’s monthly reports, which really speeds up the process.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">After the reports are cleaned up and put into the proper layout, I upload them into the Access database and update the dashboard in Tableau!<o:p></o:p></p>
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<p class="MsoNormal"><u><span style="font-size:10.0pt;color:#D9D9D9">____________________________________</span></u><u><span style="font-size:10.0pt;color:#A6A6A6"><o:p></o:p></span></u></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Avenir LT Std 45 Book",sans-serif;color:black">Kate Reagor, MSIS<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Avenir Next LT Pro Light",sans-serif">Library Technical Services Specialist<span style="color:black"><br>
Texas State Library and Archives Commission<o:p></o:p></span></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt"><a href="mailto:texshare@tsl.texas.gov"><span style="font-family:"Avenir Next LT Pro Light",sans-serif;color:blue">texshare@tsl.texas.gov</span></a></span><span style="font-size:10.0pt;font-family:"Avenir Next LT Pro Light",sans-serif;color:black">
| </span><span style="font-size:10.0pt"><a href="mailto:kreagor@tsl.texas.gov"><span style="font-family:"Avenir Next LT Pro Light",sans-serif">kreagor@tsl.texas.gov</span></a></span><span style="font-size:10.0pt;font-family:"Avenir Next LT Pro Light",sans-serif;color:black">
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<p class="MsoNormal"><b>From:</b> Lancaster, Randy <RLANCAS1@hfhs.org> <br>
<b>Sent:</b> Thursday, December 17, 2020 1:39 PM<br>
<b>To:</b> Kate Reagor <kreagor@tsl.texas.gov>; eril-l@lists.eril-l.org<br>
<b>Subject:</b> RE: Making sense of usage for data resources?<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Hi Kate, the Tableau file looks great!<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Just curious about your analysis process, are you linking this with an SQL database and uploading COUNTER Reports direct?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I’ve been using Microsoft Access for the data and PowerBI for the analysis portion, but am considering using the whole COUNTER report instead of just total requests….<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b><span style="color:#005A9E">Randy Lancaster</span></b><span style="color:#212121">, ITIL<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#212121">Applications Specialist<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#212121"><a href="https://nam10.safelinks.protection.outlook.com/?url=http%3A%2F%2Fhenryford.libguides.com%2Fsladen&data=04%7C01%7Ckreagor%40tsl.texas.gov%7Cce212305183047f4b72108d8a2c360d9%7Ca4597bff9f384145a0334a2168399a5e%7C0%7C0%7C637438307946216906%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=RFGIixLeEd3KO8Y72LakamqLIrbcrOHFT23WjKYzaAs%3D&reserved=0">Sladen
Library</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#212121">Henry Ford Hospital<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#212121"><a href="mailto:rlancas1@hfhs.org">rlancas1@hfhs.org</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#212121">Office: 313-916-2550<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b>From:</b> Eril-l <<a href="mailto:eril-l-bounces@lists.eril-l.org">eril-l-bounces@lists.eril-l.org</a>>
<b>On Behalf Of </b>Kate Reagor<br>
<b>Sent:</b> Thursday, December 17, 2020 2:15 PM<br>
<b>To:</b> Linden, Nancy <<a href="mailto:linden@uh.edu">linden@uh.edu</a>>; <a href="mailto:eril-l@lists.eril-l.org">
eril-l@lists.eril-l.org</a><br>
<b>Subject:</b> Re: [Eril-l] Making sense of usage for data resources?<o:p></o:p></p>
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<b><span style="color:red">*** External E-Mail – Use Caution ***</span></b><o:p></o:p></p>
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<p class="MsoNormal">Hi Nancy!<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">My MSIS capstone project involved standardizing TexShare usage data by converting non-COUNTER 5 reports into an approximated C5 equivalent. I took a lot of inspiration from GALILEO, which documents how they standardize/approximate their
usage data at <a href="https://nam10.safelinks.protection.outlook.com/?url=https%3A%2F%2Furldefense.com%2Fv3%2F__https%3A%2Fabout.galileo.usg.edu%2Fdocs%2Fmaterials_docs%2FVendor_Stats_Type_Definitions.pdf__%3B!!PFzsKvxRBh-H!O9IMcIeZchrVzz15Nz-NoPXpaUt83wR0CpwEjQ8X_bfCko2wOKqJFb_wdc0-ow%24&data=04%7C01%7Ckreagor%40tsl.texas.gov%7Cce212305183047f4b72108d8a2c360d9%7Ca4597bff9f384145a0334a2168399a5e%7C0%7C0%7C637438307946226868%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=JXvE7cnJeSsHmQkSSEzzz3F9j2cmSRS8oGj9DuQlUx8%3D&reserved=0">
https://about.galileo.usg.edu/docs/materials_docs/Vendor_Stats_Type_Definitions.pdf</a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">My starting point was typically to determine what would be that resource’s full-text equivalent (full articles, media views, etc) and count that as Total Item Requests. Then if they had some way of approximating metadata/abstract/preview
views, then I would add that to the full text to get Total Item Investigations. If that wasn’t possible, I would usually just duplicate Requests for Investigations.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Most of the vendors also have something on their websites explaining how they count their metrics, which can be helpful in determining how to assess and convert their metrics. I’ve also had some success in asking them directly when that
information wasn’t available online. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Even if it is an approximation, creating those conversions at least makes it
<i>possible</i> to compare data a little more easily across all platforms. And like GALILEO does, I made sure to keep documentation showing how I created those crosswalks in case there were questions about how things were counted later.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">You can see my prototype dashboard at <a href="https://nam10.safelinks.protection.outlook.com/?url=https%3A%2F%2Furldefense.com%2Fv3%2F__https%3A%2Fpublic.tableau.com%2Fprofile%2Fkate.reagor*!%2Fvizhome%2FUsageReports%2FTexShareUsageOverviewDashboard__%3BIw!!PFzsKvxRBh-H!O9IMcIeZchrVzz15Nz-NoPXpaUt83wR0CpwEjQ8X_bfCko2wOKqJFb9LXJUNQg%24&data=04%7C01%7Ckreagor%40tsl.texas.gov%7Cce212305183047f4b72108d8a2c360d9%7Ca4597bff9f384145a0334a2168399a5e%7C0%7C0%7C637438307946226868%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=gMdZGRscAOuu8pUksXhPViVtDQSp1mAh3%2FKGB%2FfdwW0%3D&reserved=0">
https://public.tableau.com/profile/kate.reagor#!/vizhome/UsageReports/TexShareUsageOverviewDashboard</a> (I’m still updating it as I’m able!), and there’s a button linking to the metric and conversion documentation at the bottom.<o:p></o:p></p>
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<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Avenir LT Std 45 Book",sans-serif;color:black">Kate Reagor<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Avenir Next LT Pro Light",sans-serif">Library Technical Services Specialist<span style="color:black"><br>
Texas State Library and Archives Commission<o:p></o:p></span></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt"><a href="mailto:texshare@tsl.texas.gov"><span style="font-family:"Avenir Next LT Pro Light",sans-serif;color:blue">texshare@tsl.texas.gov</span></a></span><span style="font-size:10.0pt;font-family:"Avenir Next LT Pro Light",sans-serif;color:black">
| </span><span style="font-size:10.0pt"><a href="mailto:kreagor@tsl.texas.gov"><span style="font-family:"Avenir Next LT Pro Light",sans-serif">kreagor@tsl.texas.gov</span></a></span><span style="font-size:10.0pt;font-family:"Avenir Next LT Pro Light",sans-serif;color:black">
<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b>From:</b> Eril-l <<a href="mailto:eril-l-bounces@lists.eril-l.org">eril-l-bounces@lists.eril-l.org</a>>
<b>On Behalf Of </b>Linden, Nancy<br>
<b>Sent:</b> Thursday, December 17, 2020 12:20 PM<br>
<b>To:</b> <a href="mailto:eril-l@lists.eril-l.org">eril-l@lists.eril-l.org</a><br>
<b>Subject:</b> [Eril-l] Making sense of usage for data resources?<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Hi all,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Does anyone have any experiences or approaches they can share about how they evaluate usage for data resources?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Examples I am referring to are SimplyMap, Social Explorer, etc. that all have different metrics and are oh so different from COUNTER (understandably.)<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks in advance! (Apologies if this topic has been addressed in the last year and I have missed it!)<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Best,<o:p></o:p></p>
<p class="MsoNormal">Nancy<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Century Gothic",sans-serif;color:black">Nancy Linden, Collections Coordinator
</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Century Gothic",sans-serif;color:black">University of Houston Libraries</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Century Gothic",sans-serif;color:red">University of Houston</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Century Gothic",sans-serif;color:black">A Carnegie-designated Tier One public research university</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Century Gothic",sans-serif;color:black">713-743-9760</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="color:black"><a href="mailto:linden@uh.edu"><span style="font-size:10.0pt;font-family:"Century Gothic",sans-serif">linden@uh.edu</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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