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Black = Questions Asked;   Blue = Answers to Questions;   Green = Answers that changed after further updated from Ex Libris


Red = Questions still outstanding;  Orange = Question deferred to "Ask an Expert" Green = Answer/procedures updated and/or changed int he course of the implementation


General Situation: 

Response (3/28/16) via Brandon:  Ex Libris and ProQuest are currently reviewing their 3 statistical packages (UStat, Alma Analytics and Intota) and determining what they want to do with them in a merged Ex Libris/ProQuest environment. 

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Detailed response to some specific questions: PDF distributed by Patrick (6/29/16)


Initial questionsMigration/COUNTER Support Questions

  • Whether/how to migrate current and historical usage data stored in USTAT into ALMA Analytics

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Response (9/23/16): You will manually define SUSHI accounts per vendor. When you go live, a weekly job will be scheduled to harvest the files via SUSHI.  Only new files received after the SUSHI account is added to the vendor account in Alma and the scheduled job is running will be uploaded. Any older files you wish to make available in Alma will need to be uploaded manually. 

Response (9/26): SUHSI configurations will be retained at cutover

Response (10/14): Campuses using USTAT will have their COUNTER data migrated between October 10 and 22; Campuses who did not use USTAT will only have data received after a new SUSHI account is added to the vendor account in Alma.  Any non-USTAT older files will need to be uploaded manually.


  • Migrating/re-establishing SUSHI configurations  (e.g. from current USTAT instances to ALMA)

Ex Libris Response (3/28/16): Any  Any SUSHI configurations setup in the test instance will be overwritten during the final load in Spring 2017

Follow-up (9/14/16):  Any progress on whether current SUSHI configurations (e.g. from USTAT) can/will be loaded into ALMA automatically, or will we need to re-enter each account manually? 

Response (9/23/16): You will manually define SUSHI accounts SUSHI accounts will need to be added manually, and defined per vendor.  They will be retained at the cutover (10/14). 


  • Availability of COUNTER usage statistics via Alma 

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Response (9/23/16):  CSU can access COUNTER report service on ALMA starting in October 2016 (Email on 10/4 indicated functionality was activated on that date; Email of 10/14 indicated de-activation to load data from USTAT for 10/14 to 10/22)

Response (ExL HQ email to Brandon, 10/14):

    • Alma Analytics COUNTER functionality should be active starting October 23 (and COUNTER data will be retained at cutover)


  • USTAT to Alma Analytics Cutover for COUNTER Data - now set for  October 23

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Response (9/23/16):  The Calstate institutions should have access to COUNTER report management in Alma in October  (initially the 4th, updated to the 23rd to accommodate USTAT data migration).  

Follow-up (JB/ND 9/26/16):  I'm still unsure if the COUNTER data loaded from October 2016 through May 2017 will be deleted or not during the final load. We've been told all SUSHI data would be wiped clean on final load, but we've also been told we can start using ALMA COUNTER in October 2016.

Response (9/26/16): SUSHI Configurations will be retained from testload to "Go Live," and COUNTER data will not be retained. will be retained at cutover (ExL HQ email to Brandon, 10/14)

Follow-up (9/26/14):  Since all COUNTER all COUNTER data loaded during testload testload (October 2016 and Summer 2017) will not be retained, will we continue have access to USTAT through summer 2017?

Follow-up (ExL HQ email to Brandon, 10/14):  

  • Campuses should move from USTAT to COUNTER Data availability via Alma Analytics should be live on October 23
  • Existing COUNTER data will be migrated from USTAT (October 10-22)
  • COUNTER data on Alma Analytics will be retained at cutover

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Response (10/18): Cost information added to UStat is not migrated.



  • ALMA Analytics support for COUNTER reports

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  • Alma Analytics COUNTER/SUSHI Features

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  • have a similar "missing data"

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  • indicator as USTAT?

Yes


  • Support for loading non-COUNTER compliant usage data

Response (6/28/16) via Patrick: The library loads the COUNTER report data.

Follow-up  (9/14/16):  Does this mean there will be no support for non-COUNTER data

Response (9/23/16): Forwarded to Ask an Expert (Webinar at 7 AM on October 10). 

Data-Loading Service Possibilities

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Response (Ask an Expert): No support for home-made data, sticking only with COUNTER standard


Data-Loading Service Possibilities

  • Any potential for data-loading service and functionality via Alma (similar to Intota)

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Ask the Expert: Managing COUNTER Usage Reports in Alma -

Monday, October 10, 2016, 10:00 am  |  Eastern Daylight Time

Please submit your questions in advance to the following link:  https://www.surveymonkey.co.uk/r/KLGS7MW

Use this link to add the meeting to your calendar: https://proquestmeetings.webex.com/proquestmeetings/j.php?MTID=mce201bc325ce0938b3ce525e878cd5d2

You can use this link to join the meeting: https://proquestmeetings.webex.com/proquestmeetings/j.php?MTID=mb11d9753a38699343e5b034a12ee3da2

Meeting number (access code): 718 390 313

Meeting password: uYFjvqQ2

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Recording of October 6 "Ask the Expert" Session:  http://knowledge.exlibrisgroup.com/Alma/Training/Ask_the_Alma_Expert/COUNTER_Report_Harvesting_in_Alma