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OCLC

Setup one-time and recurring harvests

Harvest set up

Use the Harvest Usage Data settings to configure vendors in order to harvest usage data for your e-resources based on vendor.

Recurring Harvest

Once a harvest is scheduled for a configured vendor, it can be accessed through the Harvest History screen.  For details, see Use the Harvest History.

Supported COUNTER report types include: 

  • COUNTER 3: JR1, JR1a, JR2, DB1, DB3
  • COUNTER 4: JR1, JR1 GOA, JR1a, JR2, JR3, JR4, JR5, DB1, PR1, BR1, BR2, BR3, BR5

To schedule a recurring harvest:

  1. On the left navigation, click Usage Data.
  2. Click Harvest Setup.
  3. On the Harvest Setup screen, click the Recurring Harvest tab.
  4. From the Vendor Name list, select a vendor.
  5. The schedule and version available for the vendor are displayed.
  6. Select one or more Report Types to be harvested.
  7. Enter the Start Date of the harvest.  The system harvests the data from the date you enter until it reaches the most recent month.  From that point the system harvests based on the vendor's monthly schedule.  You can type in the date or click the calendar icon to select the date.
  8. Select the Status:
    1. Active: On (harvests occur according to the vendor's monthly schedule).
    2. Inactive: Off (ho harvesting occurs).
  9. Click Save.

One-time Harvest

Use this tab to harvest COUNTER XML files that have been downloaded manually from a vendor's website or transfer reports from configured vendors.  

Supported COUNTER XML report types include:

  • COUNTER 3: JR1, JR1a, JR2, DB1, DB3
  • COUNTER 4: JR1, JR1 GOA, JR1a, JR2, JR3, JR4, DB1, PR1, BR1, BR2, BR3, BR5

To schedule a one-time harvest: 

  1. On the left navigation, click Usage Data.
  2. Click Harvest Setup.
  3. On the Harvest Setup screen, click the One-time Harvest tab.
  4. From the Report Source list, select a Source. Follow the instructions below based on your selection.
Transfer report file from my computer
  1. Select the vendor that published the COUNTER report you are uploading from the Vendor Name  list. This list scans the actively held collections in your knowledge base holdings and presents vendors in your collection.
  2. To add a file, click Browse.  Locate the file on your computer and click Open. The only supported file format is XML.
  3. Click Validate.
  4. The version and report type of the file you uploaded is displayed.
  5. Enter the date range of the report into the Start Date and End Date fields, respectively.  You can type in the dates or click the calendar icons to select the date.
  6. Click Save.
Transfer report file from configured vendor
  1. From the Vendor Name list, select a vendor.
  2. The licensee, format, and version of the report are displayed.
  3. Select one or more Report Types to be harvested.
  4. In the Start Date field, enter the start date of the report.  You can type in the date or click the calendar icon to select the date.
  5. In the End Date field, enter the end date of the report.  You can type in the date or click the calendar icon to select the date.
  6. Click Save.

Use the Harvest History

The Harvest History screen contains results on completed harvests (active and inactive recurring harvests and manual one-time harvests).  To change the sort order, click any column heading.

Results

To view results for harvested reports, click Results in the Actions column.

If the harvest completed, you will see links to files:

  • Raw Data (.xml | .csv) - Lists successful full-text article requests by month and journal
  • Transformed Data (.xml | .csv) - In addition to the raw data, includes information about the library's license, collection and vendor.

If the harvest failed, you will see an error message as to why no data was harvested.

Harvest History Actions

Once you open the harvest history results for a vendor, you can select multiple rows of harvest results and perform a bulk action.

To perform a bulk action, check the row(s) you desire and use the Harvest History  Actions drop-down.  Choose any action:

  • Delete Harvest
  • Combine into Single CSV File

To view a license(s) associated with a harvest, expand Licenses and perform a search.  See Search for a License for more information.

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