Admins: Tips for ebrary’s Proprietary Reports: Category, Site Activity, Title, and PDA

ebrary’s proprietary reports were upgraded in April and May 2014.  These include:
  • Category Summary Report – Usage broken out by primary BISAC category
  • Site Activity Report – Summary of usage
    • Shows the user activities (views, copies, online turnaways, etc.) aggregated at the monthly level
    • Usage by IP address is no longer an option
    • For consortia:
      • Activities of consortium children will be shown
      • Option to show just the summary data for the entire consortium
  • Title Report – Usage by title
    • For consortia:  Activities of consortium children will be shown
  • PDA Report – Only appears for current or past PDA customers
    • PDA Trigger Report – PDA/STL trigger data
    • PDA Usage Report – Usage for PDA/STL-triggered titles
Tips:
  • Non-COUNTER reports are available for January 1, 2009 and forward.  They are not available for older dates.
  • If accessing reports via the Partners Site (i.e. not via the Admin tab)
    • Navigation links to other tools on the site are not available in the Reports section.
    • To return to the home page, either use the back button or re-sign in.
  • “no usage” is evaluated slightly differently in the Title Report vs the release-4-COUNTER BR2 and the old-COUNTER BR5:
    • Titles will not show up on the Title Report unless they had a view (page turn), copy, print, or download.
    • However, a title will show up on the BR2 and a user session will be counted on the old BR5 even if it was opened and closed without a page turn, copy, print, or download.

Why am I getting a CAPTCHA screen – that is, a screen requiring me to check a box before I can proceed?

Recently additional security checks have been implemented.  These might lead to a user being presented with a CAPTCHA screen — that is, a screen requiring the user to check a box to proceed.

This only happens in the rare condition that the user is both:

  • Using a URL that goes directly to the “Sign in” page
  • And they have also disabled cookies on their browser.

Although a user can easily proceed by clicking on the CAPTCHA, the simplest way to circumvent the screen is to use a standard URL in the format:

http://site.ebrary.com/lib/<ebrarysite>

Not a URL that goes direct to the login page, which would be in the form:

http://site.ebrary.com/lib/<ebrarysite>/login.action

Alternatively, allow cookies in your browser.

Note that the CAPTCHA mechanism uses functions that could be blocked, thus causing an error.  To avoid the error, use a standard URL and/or allow cookies.

Admins: COUNTER Reports are Release 4

COUNTER Reports are Release 4 compliant for data collected since April 2013. Usage data collected prior to April 2013 was in some cases not collected with Release 4 resolution/granularity.

ebrary offers the following Release 4 COUNTER reports:

  • Book Report 2:  Number of “Successful Section Requests“; by Month and Title
    • Successful Section Requests” = the SUM of the number of:
      • Pages viewed (note Counter 2 reports tally a page view only once 10 seconds have elapsed between page turns)
      • Copies made
      • Pages printed
      • Instances of PDF downloads
      • Instances of full-document downloads
    • If a title was opened, it shows up on Book Report 2.  However, it only tallies up the counts above.
      • So if the title was opened, and then closed without any views, copies, prints, etc., then the title will show up on the report, but there will not be a tally count.
    • Book Report 2 and ebrary’s Title Report handle “no usage” slightly differently:
      • Titles will not show up on ebrary’s Title Report unless they had a view, copy, print, or download (that is, titles that were opened and then closed without doing anything do not show up on ebrary’s Title Report)
  • Book Report 3:  Turnaways; by Month and Title
    • Applies only to titles that are single-user (including multiple single-user-only copies of the same title, including 3USER licenses).
    • When user whose access would exceed the limit set in the license, that user is “turned away”, or denied immediate access to the title.
    • Note, we only count one turnaway per book, per user session
      • This is to avoid counting an impatient user’s multi-clicks.
  • Book Report 5:  Total Searches WITHIN a title; by Title
    • The number of times a search for text WITHIN an ebrary book was performed.
    • That is, the number of times the magnifying glass icon or the “Search Document” button was used for searching WITHIN the document.
    • Note, the old and new counter 5 reports are completely different – they count completely different things:
      • OLD Counter 5 tallies number of times the book was OPENED.
      • NEW Counter 5 tallies number of SEARCHES for text strings WITHIN the book once it was open.
  • Platform Report 1:  Total Searches (for books on the ebrary platform) and Result Clicks; by Month and Platform  (This report would also include Record Views, but these are not applicable to ebrary)
    • Regular Searches” = the number of times a search for books was done on the ebrary platform
      • Note, this replaces the old Counter Report 6 ‘number of searches’
    • Result click” = the number of books that were opened from a search on the ebrary platform.
      • Important!  Result clicks are not being counted in the new reader.
      • A book is counted as being opened only when the old QuickView reader is used AND only if at least one page is turned.
      • These numbers will be very different from other reports’ “user sessions” for a book because this report only counts:
        • The opening of the book when it was the result of a search on the ebrary platform
        • And only if it was opened by clicking on its title or cover on a site does not have the new reader – not if it was opened in the old “Java-based Reader” or the new reader
        • Only if at least one page was turned or it was used in some other way
      • “Result Click” data is only available for Feb 2013 and onward.

Regarding our Old Counter reports:

  • Old COUNTER reports did NOT count downloads (either page-range downloads or full-document downloads), but the new COUNTER reports do.
  • Book Report 2Old vs New reports
    • New COUNTER Book Report 2 tallies a page view only once a page has been viewed for more than 10 seconds, the old BR2 tallied every page turn
    • Therefore, the new BR2 will typically show lower “Successful Section Requests” than the old BR2
    • However, this can sometimes be offset by the fact that the new COUNTER reports include download data, but the old reports don’t

Admins: Schedule of report data collection

The data for PDA Usage Reports:

  • Updated weekly every Wednesday in the very early morning.

The data for all other usage reports

  • You can now report on usage that occurred as recently as the previous day – usage data is updated every night between midnight and 6 am Pacific Time.
  • This applies to all of ebrary’s non-PDA usage reports:
    • Category Summary Report
    • Site Activity Report
    • Title Report
    • New COUNTER Release 4 Reports
    • Old COUNTER Reports

Non-COUNTER reports are available for January 1, 2009 and forward.  They are not available for older dates.

COUNTER reports are available for April 1, 2013 and forward.  They are not available for older dates.

Admins: Upload metadata for several DASH! documents all at once

You can upload the metadata for several DASH documents all at once by creating a file with the metadata:

  • Create a .csv file called exactly:  metadata.csv
    • One good choice is to use Excel and save it as a .csv file
      • If you save it as a .csv format from within Excel, it will add a comma between each field (which is what you want)
    • If you create the .csv in another program, you will likely need to manually enter the commas
  • Note the text within a field can include commas, the text in the field will be put in quotes
  • Each metadata line needs to contain each of the following fields, or a blank field:
    • The file name of the DASH pdf (required) – no accents or other diacritics
    • The title you’d like it to go by (if not specified, DASH! will use the file name)
    • The author (if not specified, DASH! will use “Unspecified”)
    • The publisher
    • The publication date (formatted YYYY/MM or YYYY)
    • The publisher’s location
    • Any relevant subjects (use “|” to separate multiple subjects)
    • ISBN
    • LCCN
    • Dewey
    • OCLC #
    • Language (if not specified, DASH! will use “en” for English)
    • Action (when this field contains the value “update” DASH! will update the metadata of an already uploaded file)
  • See below for screenshots of what metadata.csv files should look like
  • Once your metadata.csv file is ready, you can upload it just like you would a PDF, but the system will recognize it as a metadata.csv file:
    • Click the “Update Multiple Documents” button near the top of the page
    • Click “Add Files
    • Navigate to the folder that contains your metadata.csv file and double-click it
    • You’ll then see it listed
    • Click “Upload files
    • That will upload and process your metadata updates, check the update notes in the “server response” section to see if there were any errors

Example metadata.csv file that does not include headers

Example metadata.csv file that does include headers

A few things to note:

  • These screenshots are wide, so had to be small.  Try using control + to zoom in.
  • The lines with “update” in column M will overwrite previous metadata for the file (if there is any), but the one with blank in column M will not.
  • If the language is English, it doesn’t matter whether you put the “en” in column L or not – “en” is the default.
  • It is fine to have blank columns – those fields just won’t have any data for those titles.