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OpenAIRE Metrics Service: Usage Statistics (webinar for repository managers)

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Presentation from Dimitris Pierrakos, Athena Research Center and Jochen Schirrwagen, Bielefeld University. Dec. 7, 2017.

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OpenAIRE Metrics Service: Usage Statistics (webinar for repository managers)

  1. 1. @openaire_eu OpenAIRE Metrics Service: Usage Statistics Webinar, 07 Dec 2017 Dimitris Pierrakos, Athena Research Center Jochen Schirrwagen, Bielefeld University
  2. 2. ● OpenAIRE infrastructure and Usage Statistics Service. ● Usage Data Collection strategies. ● Using Piwik for tracking and analytics. ● Applying COUNTER rules. ● Metrics in the Repository Manager Dashboard. ● Relation to Open Metrics and Next Generation Metrics. Overview
  3. 3. • A pan-European Research Information platform to monitor OA research outcomes from EC and other national funders. • Research analytics tools to promote new scientific metrics & support evidence-based decision-making. • Implementation of an OpenAIRE usage statistics service for usage data collected from data providers. OpenAIRE 2020
  4. 4. ● Task in OpenAIRE2020 covers: ○ aligning policies and standards for gathering and sharing of usage data -> guidelines ○ considering legal aspects (data protection / data privacy) ○ relating usage statistics to other kinds of metrics ○ collecting and processing of usage data and producing consolidated, standards-based usage statistics ● Task team: Athena Research Center, University of Bielefeld, University of Minho, Jisc IRUS-UK, Couperin + NOADs Usage Statistics in OpenAIRE
  5. 5. ● OpenAIRE collects from 980 compatible data providers ~23 Mio documents ● currently 32 active data providers participating in Usage statistics + IRUS-UK ● Usage statistics deployment under cc-0. ○ in OpenAIRE dashboard, portal and API. Usage Statistics in the OpenAIRE Infrastructure
  6. 6. ● Tracking of views and downloads / collecting COUNTER reports ○ Push or Pull collection workflows. ● Anonymisation of IP-addresses. ● Metadata de-duplication enables accumulation of views and downloads for same documents ● COUNTER Code of Practice compatibility. ○ standards based usage statistics. ○ enables comparability with statistics from other data sources. Usage Statistics Service Features
  7. 7. • World's leading open-source analytics platform. • Valuable insights into website traffic and visitors activity. • Piwik collects and stores PII (personally identifiable information). • Keeps full data ownership and can control who has access. • Robot filtering plugin. • Compliant with EU regulations. • Recommended by privacy organizations such as ULD (Germany) and CNIL (France). Piwik Analytics platform
  8. 8. Piwik Facts
  9. 9. Metadata-Index UsageStatistics-DB ● Repository ● CRIS ● eJournal ● National Statistics Node ● Publisher PULL COUNTER Report PUSH tracked event IP-Anonym. processing script processing script 2-Tiers Collection Workflows for Usage Statistics
  10. 10. • An institutional repository is registered in Piwik. • Server side tracking: Plugins (Dspace) or patches (Eprints) using Piwik’s HTTP API. • Usage Activity is tracked and logged at Piwik platform in real time. • Ιnformation is transferred offline, using Piwik’s API, to OpenAIRE’s DBs for statistical analysis. • Statistics are deployed via OpenAIRE’s Portal or Sushi-Lite API. Tier-1: Push Usage Statistics Tracking Workflow
  11. 11. Tier-1: Piwik Tracking Parameters
  12. 12. ● Usage events can be considered privacy-sensitive information (user-agent, ip-address, ...) ● Usage statistics services must comply with data protection laws and regulations for both usage data- and service-providers ○ but legal situation differs between the countries ○ OpenAIRE must comply with the EU-General Data Protection Regulation ● Tracking plugins issued by OpenAIRE anonymize usage data already on the client-side Data Protection Aspects
  13. 13. Usage Activity in real time
  14. 14. Real time Visitor Map
  15. 15. • Applying data processing rules according to COUNTER Code of Practice: • ie. counting requests depending on session duration, tracing double- clicks • Bot filtering • Piwik Bot Plugin • COUNTER Robots Working Group • Link of usage event with metadata record in OpenAIRE • Accumulate views and counts of de-duplicated records Cleaning and Consolidation
  16. 16. Repository Pilot Statistics
  17. 17. • Gathering of consolidated statistics reports from aggregation services, such as IRUS-UK, using protocols such as SUSHI-Lite. • Statistics are stored to OpenAIRE’s DB for statistical analysis. • Statistics are deployed via OpenAIRE’s Portal or Sushi- Lite API. Tier-2: Collecting (Pull) Consolidated Usage Statistics Reports
  18. 18. entityId/orid entityId/orid entityId/orid entityId/orid source source OpenAIRE Usage Statistics DB
  19. 19. ● Four steps to join OpenAIRE Usage Statistics 1. Download. 2. Configure. 3. Deploy. 4. Validate (by OpenAIRE). ● Or enter SUSHI endpoint to let OpenAIRE collect COUNTER reports OpenAIRE Repository Manager Dashboard
  20. 20. Content Provider Dashboard - Start Page
  21. 21. Content Manager’s Datasource selection for Metrics
  22. 22. Enable Metrics for selected Datasource
  23. 23. Configure Metrics for selected Datasource 000 01233456
  24. 24. Summarized Usage Statistics on the content provider level
  25. 25. Usage Statistics on the Article Level
  26. 26. ● Available as beta with the help of IRUS-UK ○ http://beta.services.openaire.eu/usagestats/sushilite/ ● Supports COUNTER R4 compatible reports: ○ Article Reports (AR) and Book Reports (BR) using identifiers like openaire, doi, oai-record-id ○ Item Reports (IR) ○ Repository Reports (RR) using identifiers issued by OpenAIRE or OpenDOAR ○ Journal Reports (JR) using identifiers like ISSN SUSHI-Lite Interface
  27. 27. Repository Report Item Report SUSHI response example (JSON)
  28. 28. • Quantitative indicators for research • Governance • Management • Assessment • Dimensions • Robust metrics in terms of accuracy and scope; • Humble metrics recognizing that quantitative evaluation should support qualitative, expert assessment; • Open and Transparent metrics; • Diverse metrics by field in order to support the plurality of research and researcher career paths across the system; • Reflexible metrics for recognising, anticipating and updating the systemic and potential effects of indicators. OpenAIRE: A Usage Statistics Hub for Responsible Metrics
  29. 29. • Standardization: following COUNTER Code of Practice • by update to COUNTER R5 • by contribution to COUNTER Robots Working Group • Put usage statistics into context with conventional and alternative metrics and (open) peer review Considering the HLEG Altmetrics Recommendations
  30. 30. ● Develop Piwik plugins for other Repository platforms (eg. Fedora, Samvera) ● Promote the service to content provider managers ● Support national usage statistics initiatives to become a node in OpenAIRE Usage Statistics ● Contribute to the Open Metrics concept and vision ● Activities in OpenAIRE-Advance starting in 2018: ○ support LA Referencia to set up a regional usage statistics network and interlink ○ working towards Open Metrics Next Steps
  31. 31. ● Standardize usage statistics to enable assessment of research impact ○ Standardize usage statistic metrics across OpenAIRE and EOSC-hub ○ Collaborate with RDA (e.g. Make Data Count BoF working group) ○ Promote common guidelines to and across communities ○ Take EC rules and GDPR regulations into account ● Enable the collection/aggregation of usage stats from content providers ○ Adopt OpenAIRE and EOSC-hub services for collecting user statistics, services in scope: ■ EGI: Accounting System, AppDB ■ EUDAT: DPMT, B2SHARE, B2FIND, B2SAFE ○ Adopt OpenAIRE Usage Statistics Services to collect user stats for all products of science ■ e.g. literature, datasets, software, research objects ■ Integrating with EOSC-hub services for usage statistics/metrics Collaboration with EOSC-hub
  32. 32. ● OpenAIRE Usage Statistics Deliverable Report ○ https://doi.org/10.5281/zenodo.1034163 ● Repository Tracking Plugins (github) ○ https://github.com/openaire/OpenAIRE-Piwik-DSpace ○ https://github.com/openaire/EPrints-OAPiwik ● SUSHI-Lite API (beta) ○ http://beta.services.openaire.eu/usagestats/sushilite/ References
  33. 33. Dimitris Pierrakos, dpierrakos@gmail.com Jochen Schirrwagen, jochen.schirrwagen@uni-bielefeld.de Q&A

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