Schedule future SUSHI harvesting for eBooks datasets
Via the command bar
To record data to a dataset, click on Record Data in the command bar. This will take you to the default dataset selected in your account's settings. If you are currently viewing the Analyze page for a dataset, however, it will take you to that same dataset's Record Data page instead.
Via the homepage
In the Shortcuts box, select a dataset from the Record Data To dropdown.
Via the Datasets page
Click on a dataset's Record Data () button in the Actions column.
Selecting a platform
All of the data for your e-resources are managed at the platform level.
- To begin adding or managing your usage and cost data, click on the platform's Add Records () button in the Actions column.
- If you would like to clear out all of the data for a platform, click on its Empty this Platform () button in the Actions column. This will completely delete all data from the platform, so be careful!
Manually harvesting SUSHI usage data
If your platform's vendor is a SUSHI service provider, you can harvest your usage data directly without having to generate and upload COUNTER files. LibInsight supports a growing list of SUSHI service providers. If your provider is not currently supported, contact Springy Support and we'll work with the vendor to add support.
Before you can harvest SUSHI data, an admin must first add your SUSHI providers to LibInsight.
- Under the Usage Data tab, click on the Fetch SUSHI Data Now panel to expand it.
- Select from one of the available SUSHI providers in your system.
- From the Report Type dropdown, select the type of COUNTER report to harvest.
- Keep in mind that not all service providers support all of the available COUNTER reports listed in the dropdown.
- If you're unsure, please contact your SUSHI provider for more info on which reports are supported.
- For the Usage Date Range, use the Begin Date and End Date fields to select the time period to harvest.
- Important: limit your date range to a period of 12 months or less per request. Providers only allow harvesting of usage data for a maximum of a one year date range.
- For harvesting BR2 (r4) reports: these tend to generate very large XML files when a platform contains a large number of journal titles. Unfortunately, this can cause your import to fail. To prevent this, please try importing smaller 1-3 month periods at a time.
- For the Update Type, you can choose how to handle situations where your dataset already contains data for a date in your import file.
- Select Add to Existing Values if Date Exists to simply add the value from the import file to the value already recorded in your dataset.
- Select Overwrite Values if Date Exists to overwrite the value recorded in your dataset with the value in your import file.
- Click the Get Report button.
Schedule future SUSHI retrievals
In addition to manually fetching SUSHI data on demand, you can also schedule regular retrievals. This allows you to automatically harvest data for a platform at either monthly, quarterly, semi-annual, or yearly intervals. You can create schedules for each platform and report type; for example, you could retrieve BR2 data monthly and BR5 data quarterly. For each schedule option, data is fetched on a different day of the month:
- Monthly: retrieved starting on the 10th day of the following month (i.e. May's data would be fetched starting June 10)
- Quarterly: retrieved starting the 12th of April, July, October, and January
- Semi-annual: retrieved starting the 13th of July and January
- Yearly: retrieved starting on January 15th of the following year (i.e. 2018 data would be fetched starting January 15, 2019)
Just as with manually fetching data, an admin must first add your SUSHI providers to LibInsight before you can create retrieval schedules.
Creating a schedule
Managing harvested data
Click on the Uploads List tab to view a list of all successfully uploaded files.
- Click on the Download File () button in the Action column to download a copy of the file.
- Click on the Delete () button in the Action column to delete the file and its data. Only dataset admins have the ability to delete uploaded data.
- If the file's Update Type is "Add to Existing", the values from the file will be deducted from the totals in your dataset.
- If the file's Update Type is "Overwrite if Existing", then the corresponding records from the dataset will be deleted.