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SUSHI Configuration and COUNTER Harvesting in WMS License Manager: License Manager and Usage Statistics

OCLC Documentation

Configure vendors for reporting - this documentation includes which COUNTER 3 and 4 reports can be harvested via SUSHI by License Manager, a list of SUSHI compliant vendors available for configuration, and the minimum required credentials to enter in when configuring vendors.

Setup one-time and recurring harvests - includes instructions for activating automatic monthly SUSHI harvests and for uploading CSV, TSV and XML COUNTER files to License Manager.

WorldShare Reports - License Manager Reports - this documentation includes details about standard reports that are available once COUNTER data has been harvested in License Manager.

E-Resources Universe objects - a list of available data points from License Manager SUSHI harvests.

Overlap Universe objects - a list of available data points from the knowledge base.

ACRL Statistics and COUNTER Reports in Analytics

Using SUSHI Harvesting and E-Resources Reports for ACRL Statistics

You can answer parts of Line 61, Line 62 and Line 63 using E-Resources Reports in combination with downloading BR2 reports. This is most effective if all or almost all of your content providers' COUNTER reports are available via SUSHI harvesting in License Manager or are easy to upload in COUNTER XML, CSV or TSV form. 

Line 61, column B – Go to WMS Analytics > Reports > E-Resources Reports. Open the Merged COUNTER E-Journal/E-book Usage Summary Report.

Enter the Begin Date and End Date for your fiscal year. Click OK.

Under the COUNTER Source choices on the Input Controls on the left side of the screen, select C4BR1 and click OK. Add the COUNTER Report Total to other BR1 reports you have downloaded from vendors not available in WMS.

Line 62, column B – Go to WMS Licenses >Usage Data >Harvest History to retrieve BR2 Reports.  Select the Harvest History for the vendor, then use the filter to select BR2 as the Data Type and select the Date Range for your fiscal year. After selecting all the monthly reports needed, click on the Harvest History Actions menu, select Combine into Single CSV file, then download the file. Add the ft_total column to get the BR2 total for that vendor. Add all the vendor totals to other BR2 reports you have downloaded from vendors not available in WMS.

Line 63, column B – Go to WMS Analytics > Reports > E-Resources Reports. Open the Merged COUNTER E-Journal/E-book Usage Summary Report.

Enter the Begin Date and End Date for your fiscal year. Click OK.

Under the COUNTER Source choices on the Input Controls on the left side of the screen, select C4JR1 and click OK. Add the COUNTER Report Total to other JR1 reports you have downloaded from vendors not available in WMS.

SUSHI Harvesting Vendors and Schedules

Testing SUSHI Credentials

Once you have retrieved your SUSHI credentials from the vendor's admin portal, you can test the credentials before saving them. If the test times out, you can still save the credentials if you are confident they are correct and test them via a one -time harvest. License Manager performs the initial test by retrieving a SUSHI XML report behind the scenes. Since a call to a SUSHI server may need to be repeated via automation several times, the live test may result in a time-out, while setting up a one-time harvest can be successful if you have the correct SUSHI credentials.

Timing For Your SUSHI Harvests

OCLC sends SUSHI requests for one-time harvests by spreading them out at an appropriate time interval, to reduce the chance that the vendor's SUSHI server could be overwhelmed by requests from OCLC and others and fail to return a response. OCLC also schedules recurring monthly requests on a specific day of the month so that they can guarantee that that particular vendor will have their usage statistics available for retrieval. For many vendors, this date is the 15th of the month, but OCLC has moved the date later in the month when needed for specific vendors. So, even though you may be able to retrieve usage statistics for January directly from a vendor's admin portal on February 1, OCLC will schedule the retrieval for your recurring harvest on February 15th, to ensure that all License Manager libraries will get their statistics consistently. When a failure for a particular month occurs, OCLC may notify License Manager users via the Community Center. You can also check your Harvest History for harvest with an error, to see if you need to re-harvest for a failed month.

Accessing the Merged COUNTER E-Journal/E-Book Usage Report (JR1/BR1)

Accessing the Merged COUNTER Database Usage Summary Report (DB1)

Reviewing, Sorting and Downloading SUSHI Harvests

Upload COUNTER XML Files to License Manager