Difference between revisions of "IRStats2"

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[[Category:API]]
 +
[[Category:IRStats]]
 +
[[Category:Plugins]]
 +
[[Category:Bazaar_Package]]
 +
[[Category:Eprints3.4]]
 +
[[Category:Eprints3.3]]
 +
 
=What is IRStats2?=
 
=What is IRStats2?=
 
IRStats2 is a statistical framework for EPrints - It comes with some cool default tools and reports and it can also be customised to, for instance, add new metrics or data sets. It has a Javascript API to include stats on any pages you want.
 
IRStats2 is a statistical framework for EPrints - It comes with some cool default tools and reports and it can also be customised to, for instance, add new metrics or data sets. It has a Javascript API to include stats on any pages you want.
  
IRStats2 is developed against EPrints 3.3 but it was written to also work on EPrints 3.2. Older versions of EPrints are, however, not supported.
+
IRStats2 is developed against EPrints 3.4 and 3.3 but it was written to also work on EPrints 3.2. However, as EPrints 3.2 is no longer supported there is likewise no support for running IRStats2 on EPrints 3.2.  
  
 
=What's new in version 1.1?=
 
=What's new in version 1.1?=
Line 11: Line 18:
 
==Changes in 1.1, since 1.0.x==
 
==Changes in 1.1, since 1.0.x==
  
Updates:
+
=== Features ===
 
+
* IP based robot filtering and default values
*Feature: IP based robot filtering and default values
+
* Adding an option to only show live items in the stats
*Feature: Adding an option to only show live items in the stats
 
*Enhancement: Avoid using experimental perl code.(i.e. ~~ )
 
*Enhancement: restructure to make epm deployment easier
 
*Enhancement: tooltip help text for KeyFigures
 
*Enhancement: Optimisation for innodb
 
*Enhancement: CSV, JSON, XML saves file as instead of open directly in the browser
 
*Enhancement: Added missing libraries check (Date::Calc and Geo::IP) on bazzar installation page. resolves #10*
 
*Bugfix: Stats::View::google::Graph lose first statistics #69
 
*Bugfix for Browser identification issue #66. Browser ID should be further improved
 
  
Merged pull requests:
+
=== Improvements ===
 +
* Avoid using experimental perl code.(i.e. ~~ )
 +
* Restructure to make epm deployment easier
 +
* Tooltip help text for KeyFigures
 +
* Optimisation for InnoDB
 +
* CSV, JSON, XML saves file as instead of open directly in the browser
 +
* Added missing libraries check (Date::Calc and Geo::IP) on bazaar installation page. resolves [https://github.com/eprints/irstats2/issues/10 #10]
 +
* %IGNORE_LIST of words (stopwords) are very few and only in "en"
 +
* Add support for transactions
  
*Enhancement: %IGNORE_LIST of words (stopwords) are very few and only in "en"
+
=== Bug Fixes ===
*Enhancement: Add support for transactions
+
* Stats::View::google::Graph lose first statistics [https://github.com/eprints/irstats2/issues/69 #69]
*Bugfix: The title of Screen::IRStats2::Report should not change according to report you chose
+
* Browser identification issue [https://github.com/eprints/irstats2/issues/66 #66]
*Bugfix: Avoid XSS vulnerability in some CGI output
+
* The title of Screen::IRStats2::Report should not change according to report you chose
 +
* Avoid XSS vulnerability in some CGI output
  
 
=Installation=
 
=Installation=
  
 
==Dependencies==
 
==Dependencies==
*Geo::IP or Geo::IP::PurePerl
+
* Geo::IP or Geo::IP::PurePerl
*Date::Calc
+
* Date::Calc
  
 
Both can usually be installed via your Linux package managers (apt-get, yum, ...) or via CPAN.
 
Both can usually be installed via your Linux package managers (apt-get, yum, ...) or via CPAN.
  
==EPrints 3.3==
+
=== Debian/Ubuntu ===
IRStats2 can be installed directly via the Bazaar on EPrints 3.3.
+
apt-get install libgeo-ip-perl libdate-calc-perl
 +
 
 +
=== RedHat/CentOS/Fedora ===
 +
yum install perl-Geo-IP perl-Date-Calce
 +
 
 +
=== CPAN ===
 +
cpan Geo::IP Date::Calc
 +
 
 +
==EPrints 3.3 and 3.4==
 +
IRStats2 can be installed directly via the Bazaar on EPrints 3.3 and 3.4.
  
===EPrints 3.3.11 onwards===
+
===EPrints 3.3.11 (inc. 3.4.x) onwards===
 
Installing IRStats2 from the Bazaar is all you need to do. It is recommend that you restart Apache after doing so.
 
Installing IRStats2 from the Bazaar is all you need to do. It is recommend that you restart Apache after doing so.
 
  
 
===EPrints 3.3.1 to 3.3.10===
 
===EPrints 3.3.1 to 3.3.10===
Line 55: Line 70:
  
 
==EPrints 3.2.x==
 
==EPrints 3.2.x==
On EPrints 3.2 you will have to manually copy the required files to your EPrints installation path. It is a low-risk operation since IRStats2 is a true add-on to EPrints and it does not interact with the core software. You may want to back-up your EPrints files and your database but again, this should not be necessary.
+
See [[IRStats2/EPrints 3.2]]
 
 
1. Get the files from GitHub or by following this [link https://github.com/eprints/irstats2/tarball/master] [tar.gz]
 
2. Copy the modules and various configuration files to your local archive:
 
 
 
<pre>
 
cp bin/* /opt/eprints3/archives//bin/
 
cp cfg/* /opt/eprints3/archives//cfg/
 
cp cgi/* /opt/eprints3/archives//cgi/
 
 
 
(create the bin and cgi directories if they don't exist).
 
</pre>
 
 
 
3. Test everything is OK:
 
 
 
<pre>
 
/opt/eprints3/bin/epadmin test
 
</pre>
 
 
 
4. Add in the <head> sections of your template files (usually located in /opt/eprints3/archives//cfg/lang/en/templates/) the following:
 
 
 
<pre>
 
<script type="text/javascript" src="http://www.google.com/jsapi">// <!-- No script --></script>
 
<script type="text/javascript">
 
        google.load("visualization", "1", {packages:["corechart", "geochart"]});
 
</script>
 
</pre>
 
 
 
5. Restart the web server
 
  
 
==Processing==
 
==Processing==
Processing works in two steps: the initial processing and then a daily incremental processing. Because the initial processing will take care of all your legacy "download" data, this can take a (very) long time. It may take a few days if your repository is very large, although more likely it will take a few hours.
+
IRStats2 uses its own tables to manage statistics, which it populates from the EPrints access table (a table containing a row for every access to EPrints objects). Once installed, IRStats needs to process the full contents of this table. Processing works in two steps: the initial processing and then a daily incremental processing. Because the initial processing will take care of all your legacy "download" data, this can take a (very) long time. It may take a few days if your repository is very large, although more likely it will take a few hours.
  
 
For the initial processing, run, as the "eprints" user, the below command (and remember this may take a long time to complete). If you are running it from an SSH session, you may want to use the "screen" Linux utility to make sure your SSH session will persist.
 
For the initial processing, run, as the "eprints" user, the below command (and remember this may take a long time to complete). If you are running it from an SSH session, you may want to use the "screen" Linux utility to make sure your SSH session will persist.
Line 94: Line 81:
 
</pre>
 
</pre>
  
For the daily incremental processing, add the below line in cron. It is a good idea to let this run over-night when there is less traffic to your repository.
+
For the daily incremental processing, add the below line in cron. It is a good idea to let this run over-night when there is less traffic to your repository (note the redirections of output to /dev/null will make the script run silently).
  
 
<pre>
 
<pre>
Line 101: Line 88:
 
</pre>
 
</pre>
  
When the initial processing has completed, you may point your browser to http://yourrepo.url/cgi/stats/report to look at some stats!
+
=Viewing Stats=
 +
The main IRStats2 dashboard is available at: http://yourrepo.url/cgi/stats/report
 +
 
 +
== Embedding Stats on Abstract Pages ==
 +
 
 +
Edit the EPrint Summary Page citation file (this can be done from the command line or the configuration editor) and add the following phrase near the bottom:
 +
 +
  <epc:phrase ref="lib/irstats2:embedded:summary_page:eprint:downloads"/>
 +
 
 +
Then restart apache and regenerate the abstract pages.
  
 
=Configuration=
 
=Configuration=
 
This section details how to configure IRStats2 and mostly relates to the file cfg/cfg.d/z_irstats2.pl.
 
This section details how to configure IRStats2 and mostly relates to the file cfg/cfg.d/z_irstats2.pl.
  
It is recommended that you edit your changes in a separate file (eg. zz_irstats2_local.pl - must be loaded AFTER z_irstats2.pl) as this will make Bazaar updates easier to apply.
+
It is recommended that you edit your changes in a separate file (e.g. zz_irstats2_local.pl - must be loaded AFTER z_irstats2.pl) as this will make Bazaar updates easier to apply.
  
 
==Datasets/Datatypes==
 
==Datasets/Datatypes==
Line 151: Line 147:
 
*'''name''': (optional - default to 'field') - the name of the set
 
*'''name''': (optional - default to 'field') - the name of the set
 
*'''field''': the "eprint" field to use to generate set values
 
*'''field''': the "eprint" field to use to generate set values
*'''groupings''': (optional - default to []) - an ARRAY of set names to use as groupings. A new grouping, withing a set, fills in the statement: "I want to be able to see Top Y per set". For instance for the set 'divisions' and the grouping 'authors': "I want to be able to see Top Authors per Divisions".
+
*'''groupings''': (optional - default to []) - an ARRAY of set names to use as groupings. A new grouping, within a set, fills in the statement: "I want to be able to see Top Y per set". For instance for the set 'divisions' and the grouping 'authors': "I want to be able to see Top Authors per Divisions".
 
*'''anon''': (optional - default to ) - whether to make the set values anonymous (and hex MD5 is used instead). This is particularly useful when using authors' ID which is usually their email address (and you don't want to make these public).
 
*'''anon''': (optional - default to ) - whether to make the set values anonymous (and hex MD5 is used instead). This is particularly useful when using authors' ID which is usually their email address (and you don't want to make these public).
 
*'''use_ids''': For compound fields only (especially for creators). Tell IRStats2 to use the "id" part to generate distinct set values. This is more accurate that using the "name" part only.
 
*'''use_ids''': For compound fields only (especially for creators). Tell IRStats2 to use the "id" part to generate distinct set values. This is more accurate that using the "name" part only.
Line 194: Line 190:
 
</pre>
 
</pre>
  
The '''options''' are detailed in the API section.
+
The '''options''' are detailed in the [https://wiki.eprints.org/w/IRStats2#API API] section.
  
 
==Security==
 
==Security==
 
Users must have the following two roles to view stats:
 
Users must have the following two roles to view stats:
  
*+irstats2/view
+
  *+irstats2/view
*+irstats2/export
+
  *+irstats2/export
  
 
However these two roles are given to the "public" by default, meaning that anyone can view and/or export the stats. These lines may be commented out in the configuration to prevent this behaviour.
 
However these two roles are given to the "public" by default, meaning that anyone can view and/or export the stats. These lines may be commented out in the configuration to prevent this behaviour.
  
 
=API=
 
=API=
 +
 +
This section presents a few examples on how to get data out of IRStats2 for embedding data on pages or for re-use in analysis scripts (for instance).
 +
 +
There are two ways to get data out:
 +
 +
#From a script: this is the real API, using PERL
 +
#From an Ajax request: this is usually to embed data on pages
 +
 +
==Core concepts==
 +
 +
===Datatype===
 +
Datatype refers to which data to provide with IRStats2 able to process any of data on your repository. The typical use of IRStats2 is however for usage statistics so this is the main dataset, but data on deposits, open access, full text (etc) are also processed. Some repositories even include data from Scopus (citation counts).
 +
 +
Main datatypes:
 +
 +
*downloads: good old download statistics - downloads of full-text documents
 +
*views: number of hits on the summary page (of a publication)
 +
*deposits: number of publications deposited
 +
*doc_access: provides 4 metrics (full_text, no_full_text, open_access and no_open_access) used for computing percentages of Open Access and Full-Text *documents in the repository
 +
*doc_format: MIME type of full-texts
 +
*history: analysis of the "history" dataset - this provides information on when publications were created, edited, made live, deleted etc.
 +
*referrer: information on how site visitors got to the repository (e.g. from Google, internal uni pages, etc)
 +
*search_terms: if coming from a search site (or the internal EPrints search) which words were used to get to the publication
 +
*browser: which browser visitors used on the repository
 +
 +
===Sets===
 +
By default, IRStats2 returns data over the entire repository, i.e. the entire set of eprints is assumed. You can however restrict which "set" to use: the publications of an author, of a university division, of a subject, etc.
 +
 +
===Dates and ranges===
 +
You can also restrict by dates or by a range. By default, all the stats are returned without any dates restrictions.
 +
 +
Dates can be set as YYYYMMDD or YYYY-MM-DD or YYYY/MM/DD (e.g. 20170101, 2017-11-04 etc). Dates is a hash containing two keys: from and to (either may be omitted to say: from that particular date, or up to that particular date).
 +
 +
Ranges follow a %d%c format and the upper limit is "now" or "today", for instance:
 +
 +
*6m: over the past 6 months
 +
*12d: over the past 12 days
 +
*3y: over the past 3 years
 +
 +
Only "m" (months), "d" (days) or "y" (years) may be used. 12m is the same as 1y.
 +
 +
===Groupings===
 +
This tells IRStats2 how to group data and is generally only used for things like "give me the TOP eprints", "give me the TOP authors".
 +
 +
So having a "grouping" set to "eprint" means the top eprints. If set to "authors", the top authors etc. The grouping must be a valid set except for when it equals to "eprint".
 +
 +
===Misc===
 +
It is possible to limit the amount of records being returned (for when this is relevant: if you want the top downloads, since the beginning of time, then you'd only get one data row back, which is that count). But for queries which ask for, say, the top authors, it is then interesting to be able to get only the first 10 authors. 10 here is the limit.
 +
 +
It is also possible to ask IRStats2 to return certain data field in queries. For top eprints, you generally want the "eprintid" field. To draw timeline graphs (eg. evolution of downloads over-time), you'd want the "datestamp" field. More examples are illustrated below.
 +
 +
==Data from scripts==
 +
 +
===Main API===
 +
 +
<pre>
 +
# get the IRStats2 handler, required to query IRStats2
 +
my $handler = $repo->plugin( "Stats::Handler" );
 +
 +
# ask IRStats2 to show debug statements (SQL queries)
 +
$handler->debug(1);
 +
 +
# Create a Context object
 +
my $ctx = $handler->context( { datatype: "downloads" } );
 +
 +
# Retrieve data rows
 +
my $data = $handler->data( $ctx )->select();
 +
 +
# How many rows returned:
 +
printf "I got %d data rows back\n", $data->count;
 +
 +
# Get stats for divisions "uos-ecs":
 +
$ctx->set( { set_name => 'divisions', set_value => 'uos-ecs' } );
 +
 +
# Get stats over the last 6 months:
 +
$ctx->dates( { range => '6m' } );
 +
 +
# Get stats between 1st January 2012 and 31st March 2012:
 +
$ctx->dates( { from => '20120101', to => '20120331' } );
 +
 +
# Data may be exported (see Stats/Export/ for a list of currently supported plug-ins):
 +
my $export = $repo->plugin( "Stats::Export::CSV" );
 +
$data->export( { export_plugin => $export } );
 +
</pre>
 +
 +
===Full Examples===
 +
Actually those are not really full examples. They assume you can write the beginning of a PERL script and that you have already instantiated the Stats Handler (cf. above) as $handler.
 +
 +
<pre>
 +
# How many downloads in total over the entire repository
 +
my $ctx = $handler->context( { datatype => "downloads" } );
 +
printf "I got %d downloads\n", $handler->data( $ctx )->select->sum_all;
 +
</pre>
 +
 +
<pre>
 +
# How many downloads in 2013 over the entire repository
 +
my $ctx = $handler->context( { datatype => "downloads", range => "2013" } );
 +
printf "I got %d downloads\n", $handler->data( $ctx )->select->sum_all;
 +
</pre>
 +
 +
<pre>
 +
# The top 5 EPrints over the entire repository
 +
my $ctx = $handler->context( { grouping => "eprint", datatype => "downloads" } );
 +
 +
my $stats = $handler->data( $ctx )->select( fields => ["eprintid"], limit => 5 );
 +
 +
foreach( @{ $stats->data } )
 +
{
 +
        printf "EPrint %d got %d downloads\n", $_->{eprintid}, $_->{count};
 +
}
 +
</pre>
 +
 +
<pre>
 +
# The top 10 Subjects (let's assume LoC) for deposits (not downloads!!)
 +
my $ctx = $handler->context( { set_name => "subjects", datatype => "deposits" } );
 +
 +
my $stats = $handler->data( $ctx )->select( fields => ["set_value"], limit => 10 );
 +
 +
my $i = 1;
 +
foreach( @{ $stats->data } )
 +
{
 +
        printf "%d) %s with %d items deposited\n", $i++, $_->{set_value}, $_->{count};
 +
}
 +
</pre>
 +
 +
<pre>
 +
# The top 5 downloaded EPrints for LoC Subject "D1"
 +
my $ctx = $handler->context( { set_name => "subjects", set_value => 'D1', datatype => "downloads" } );
 +
 +
my $stats = $handler->data( $ctx )->select( fields => ["eprintid"], limit => 5 );
 +
 +
my $i = 1;
 +
foreach( @{ $stats->data } )
 +
{
 +
        printf "%d) EPrintd %d with %d downloads\n", $i++, $_->{eprintid}, $_->{count};
 +
}
 +
</pre>
 +
 +
==Embedding data==
 +
This is similar to retrieving data from scripts (cf. section above) but with a few extra options:
 +
 +
*"view": the name of the Stats::View plug-in which will draw the requested stuff (a Table? a Graph? etc.)
 +
*"container_id": the DOM element "id", where the drawn stuff will be inserted on the page (if the Ajax callback is successful)
 +
 +
Then there exists a number of options proper to each View plug-in. See the provided examples below.
 +
 +
===Graphs===
 +
The typical example is to embed the global downloads graph. This is usually the first displayed item on the IRStats2 main report page (/cgi/stats/report).
 +
 +
<pre>
 +
<!--
 +
This will basically insert the downloads graph into the "mygraph" div element. Note that it's using the supplied
 +
    "irstats2_googlegraph" CSS class.
 +
     
 +
      Graph options:
 +
      - graph_type: either "column" or "area"
 +
      - show_average: either 1 or 0 - displays the average graph
 +
      - date_resolution: either "year", "month" or "day" - groups data by year, month or day (be careful: selecting day may generate LOTS of data points)
 +
-->
 +
 +
<div id="mygraph" class="irstats2_googlegraph"/>
 +
 +
<script type="text/javascript">
 +
document.observe("dom:loaded",function(){
 +
        new EPJS_Stats_GoogleGraph( {
 +
                'context': { 'datatype': 'downloads' },
 +
                'options': { 'graph_type': 'column', 'container_id': 'mygraph', 'view': 'Google::Graph', 'show_average': '1', 'date_resolution': 'month' }
 +
        });
 +
});
 +
</script>
 +
</pre>
 +
 +
===Tables===
 +
The example below displays the top 10 downloaded eprints in the repository.
 +
 +
<pre>
 +
<!--
 +
This will insert the top table into the "mytable" div element. Note that it's using the supplied
 +
    "irstats2_table" CSS class.
 +
     
 +
      Table options:
 +
      - top: the top "thing" to display - similar to the "grouping" parameter when using scripts
 +
      - limit: the max number of items to retrieve
 +
      - show_count: 1 or 0 - display the counts or not
 +
      - show_order: 1 or 0 - display the ordering (1,2,3 ...) or not
 +
      - show_more: 1 or 0 - shows the "show more" options or not (to retrieve more results)
 +
      - human_display: 1 or 0 - separate 1000 with a comma (as done in English): 10000 becomes 10,000
 +
-->
 +
<div id="mytable" class="irstats_table"/>
 +
 +
<script type="text/javascript">
 +
document.observe( "dom:loaded", function() {
 +
 +
        new EPJS_Stats_Table( {
 +
                'context': { 'datatype': 'downloads' },
 +
                'options': { 'container_id': 'mytable', 'top': 'eprint', 'view': 'Table', 'limit': '5' } 
 +
        } );
 +
 +
});
 +
</script>
 +
</pre>
 +
 +
===Misc===
 +
Graphs and Tables are the most common displays, but there are a few other ones to explore. The javascript classes are in 90_irstats2.js and the associated PERL Class in Stats/View/
 +
 +
*GoogleSpark: similar to GoogleGraph but shows a sparkline instead (which is essentially a tiny graph).
 +
*GoogleGeoChart: country map
 +
*GooglePieChart: a pie chart
 +
*Counter: a simple counter (for instance to show the download count for your repository).
 +
 +
The View prefixed by "Google" means that they are rendered by the Google Chart Javascript library. Important note: no data is sent to Google! The data is, instead, drawn by the browser client using SVG.
 +
 +
== Example: Creating a processor for citation statistics ==
 +
 +
IRStats2 can evaluate any field or combination of fields in the above mentioned datasets. For this, new datatypes and associated Stats::Processor modules must be created.
 +
 +
A simple case is statistics on citation count of publications, since the datatype of the associated field is a scalar.
 +
 +
Citation counts can be harvested using the [http://files.eprints.org/815/  Citation count dataset and import plugins] from Queensland University of Technology. Upon following the installation procedure, the fields scopus_impact, wos_impact and gscholar_impact are created in the EPrint table.
 +
 +
=== Modifying an existing Processor module ===
 +
 +
We create now a Processor module that evaluates the scopus_impact field and provides a scopus_citations datatype.
 +
 +
First, we inspect the Stats::Processor::EPrint Processor modules to find out which Processor module is best suited for adapting. A good candidate is lib/plugins/EPrints/Plugin/Stats/Processor/EPrint/DocumentAccess.pm. We copy it to archives/{repo}/cfg/plugins/EPrints/Plugin/Stats/Process/EPrint/ScopusCitations.pm and modify it as follows:
 +
 +
<pre>
 +
package EPrints::Plugin::Stats::Processor::EPrint::ScopusCitations;
 +
 +
our @ISA = qw/ EPrints::Plugin::Stats::Processor /;
 +
 +
use strict;
 +
 +
sub new
 +
{
 +
my( $class, %params ) = @_;
 +
my $self = $class->SUPER::new( %params );
 +
 +
#  provide the name of the datatype
 +
$self->{provides} = [ "scopus_citations" ];
 +
 +
$self->{disable} = 0;
 +
 +
return $self;
 +
}
 +
 +
 +
sub process_record
 +
{
 +
my ($self, $eprint ) = @_;
 +
 +
my $epid = $eprint->get_id;
 +
return unless( defined $epid );
 +
 +
my $status = $eprint->get_value( "eprint_status" );
 +
unless( defined $status )
 +
{
 +
## print STDERR "IRStats2: warning - status not set for eprint=".$eprint->get_id."\n";
 +
return;
 +
}
 +
 +
return unless( $status eq 'archive' );
 +
 +
my $datestamp = $eprint->get_value( "datestamp" ) || $eprint->get_value( "lastmod" );
 +
 +
my $date = $self->parse_datestamp( $self->{session}, $datestamp );
 +
 +
my $year = $date->{year};
 +
my $month = $date->{month};
 +
my $day = $date->{day};
 +
 +
# get the citation count
 +
my $scopus_citation_count = $eprint->get_value( "scopus_impact" );
 +
 +
# store the citation count per eprint id
 +
if (defined $scopus_citation_count)
 +
{
 +
$self->{cache}->{"$year$month$day"}->{$epid}->{scopus} = $scopus_citation_count;
 +
}
 +
}
 +
 +
1;
 +
</pre>
 +
 +
Next, we need to enable the new Processor plugin in our IRStats2 configuration file. In the Bazaar config section, add the following line:
 +
 +
<pre>
 +
$c->{plugins}{"Stats::Processor::EPrint::ScopusCitations"}{params}{disable} = 0;
 +
</pre>
 +
 +
In the Reports section, we can add now a new citation report that uses the scopus_citations datatype:
 +
 +
<pre>
 +
        citations => {
 +
                items => [
 +
                { plugin => 'ReportHeader' },
 +
                {
 +
                        plugin => 'Grid',
 +
                        options => {
 +
                                items => [
 +
                                {
 +
                                        plugin => 'Table',
 +
                                        datatype => 'scopus_citations',
 +
                                        options => {
 +
                                                limit => 10,
 +
                                                top => 'eprint',
 +
                                                title_phrase => 'top_scopus_citations',
 +
                                        },
 +
                                },]
 +
                        },
 +
                },
 +
                {
 +
                        plugin => 'Grid',
 +
                        options => {
 +
                                items => [
 +
                                {
 +
                                        plugin => 'Table',
 +
                                        datatype => 'scopus_citations',
 +
                                        options => {
 +
                                                limit => 10,
 +
                                                top => 'authors',
 +
                                                title_phrase => 'top_scopus_citations_authors'
 +
                                        }
 +
                                },]
 +
                        },
 +
                },
 +
                ],
 +
                category => 'advanced',
 +
        },
 +
</pre>
 +
 +
Also, the phrases in irstats2.xml must be completed accordingly.
 +
 +
 +
=== Generalization ===
 +
 +
For each citation datum, a processor module is required. We see, that these will differ only slightly,
 +
namely in the datatype declaration in the new() method, and in the processing of the citation datum field
 +
in the last part of the process_record() method. Therefore, we can generalize the processor by providing
 +
an abstract value tracker module. It does the following:
 +
 +
In the new() method, it provides an abstract value tracker datatype. Note that the plugin is disabled.
 +
In the process_record() method, it makes reference to the field that is processed and a value_id to where the value will be stored.
 +
 +
<pre>
 +
package EPrints::Plugin::Stats::Processor::EPrint::AbstractValueTracker;
 +
 +
our @ISA = qw/ EPrints::Plugin::Stats::Processor /;
 +
 +
use strict;
 +
 +
sub new
 +
{
 +
my( $class, %params ) = @_;
 +
my $self = $class->SUPER::new( %params );
 +
 +
$self->{provides} = [ "abstract_value_tracker" ];
 +
$self->{disable} = 1;
 +
 +
$self->{field_id} = 'DEFINE IN SUBCLASS';
 +
$self->{value_id} = 'DEFINE IN SUBCLASS';
 +
 +
return $self;
 +
}
 +
 +
 +
sub process_record
 +
{
 +
my ($self, $eprint ) = @_;
 +
 +
my $epid = $eprint->get_id;
 +
return unless( defined $epid );
 +
 +
my $status = $eprint->get_value( "eprint_status" );
 +
unless( defined $status )
 +
{
 +
# print STDERR "IRStats2: warning - status not set for eprint=".$eprint->get_id."\n";
 +
return;
 +
}
 +
 +
return unless( $status eq 'archive' );
 +
 +
my $datestamp = $eprint->get_value( "datestamp" ) || $eprint->get_value( "lastmod" );
 +
 +
my $date = $self->parse_datestamp( $self->{session}, $datestamp );
 +
 +
my $year = $date->{year};
 +
my $month = $date->{month};
 +
my $day = $date->{day};
 +
 +
my $value = $eprint->value($self->{field_id});
 +
 +
if (defined $value)
 +
{
 +
$self->{cache}->{"$year$month$day"}->{$epid}->{$self->{value_id}} = $value;
 +
    }
 +
}
 +
 +
1;
 +
</pre>
 +
 +
 +
Now, the declaration of new scalar datatypes reduces to the task to defining a subclass for each datatype,
 +
and to declaring the assocation between the datatype and the field to be processed in the IRStats2 configuration:
 +
 +
<pre>
 +
package EPrints::Plugin::Stats::Processor::EPrint::ScopusCitations;
 +
 +
use EPrints::Plugin::Stats::Processor::EPrint::AbstractValueTracker;
 +
our @ISA = qw/ EPrints::Plugin::Stats::Processor::EPrint::AbstractValueTracker /;
 +
 +
use strict;
 +
 +
sub new
 +
{
 +
my( $class, %params ) = @_;
 +
my $self = $class->SUPER::new( %params );
 +
my $repo = $self->repository;
 +
 +
$self->{provides} = [ "scopus_citations" ];
 +
 +
$self->{disable} = 0;
 +
 +
$self->{field_id} = $repo->config('irstats2','scopus_citations','field_id');
 +
$self->{value_id} = 'scopus';
 +
 +
return $self;
 +
}
 +
 +
1;
 +
</pre>
 +
 +
<pre>
 +
############
 +
# Datatypes
 +
############
 +
# Declare as $c->{irstats2}->{datatypename}->{field_id} = 'fieldname';
 +
 +
$c->{irstats2}->{scopus_citations}->{field_id} = 'scopus_impact';
 +
</pre>
 +
 +
=== Specific requirements by Scopus and Web of Science ===
 +
 +
If you have a valid API key to the Scopus and Web of Science APIs, it is allowed by both database producers to show aggregate citation counts, given that a link back to the record in the Scopus and Web of Science database and attribution to their brand is provided. I leave that to you to figure out how this can be achieved in the Table view.
 +
 +
Google Scholar does not allow to harvest citation counts.
 +
 +
=Troubleshooting=
 +
=== No style on stats ===
 +
 +
If you attempt to view the stats panel and it does not render correctly, run generate_static and restart apache.
 +
 +
=== Can't call method "add_trigger" ===
 +
 +
Error when running process_stats:
 +
 +
<pre>
 +
Use of uninitialized value in concatenation (.) or string at (eval 70) line 11.
 +
Use of uninitialized value in concatenation (.) or string at (eval 70) line 16.
 +
Use of uninitialized value in concatenation (.) or string at (eval 70) line 19.
 +
 +
------------------------------------------------------------------
 +
---------------- EPrints System Error ----------------------------
 +
------------------------------------------------------------------
 +
Error in configuration:
 +
Can't call method "add_trigger" on unblessed reference at /usr/share/eprints3/archives/sandbox/bin/../cfg/cfg.d/z_irstats2.pl line 162.
 +
 +
 +
------------------------------------------------------------------
 +
EPrints System Error inducing stack dump
 +
at /usr/share/eprints3/archives/sandbox/bin/stats/../../../../perl_lib/EPrints.pm line 146.
 +
EPrints::abort("EPrints") called at /usr/share/eprints3/archives/sandbox/bin/stats/../../../../perl_lib/EPrints/Config.pm line 151
 +
EPrints::Config::load_system_config() called at /usr/share/eprints3/archives/sandbox/bin/stats/../../../../perl_lib/EPrints/Config.pm line 96
 +
EPrints::Config::init() called at /usr/share/eprints3/archives/sandbox/bin/stats/../../../../perl_lib/EPrints.pm line 706
 +
require EPrints.pm called at /usr/share/eprints3/archives/sandbox/bin/stats/process_stats line 12
 +
main::BEGIN() called at /usr/share/eprints3/archives/sandbox/bin/stats/../../../../perl_lib/EPrints.pm line 0
 +
eval {...} called at /usr/share/eprints3/archives/sandbox/bin/stats/../../../../perl_lib/EPrints.pm line 0
 +
</pre>
 +
 +
This is due to the FindBin library not working correctly.  Open the process_stats script and remove the line:
 +
 +
<pre>
 +
use lib "$FindBin::Bin/../../../../perl_lib";
 +
</pre>
 +
 +
When executing, use -I to explicitly set the EPrints perl_lib directory:
 +
 +
<pre>
 +
perl -I/EPRINTS_ROOT/perl_lib /EPRINTS_ROOT/archives/ARCHIVEID/bin/stats/process_stats
 +
</pre>
 +
 +
=== Argument "/opt/eprints3/lib/geoip/GeoIP.dat" isn't numeric ===
 +
 +
If you see the error:
 +
 +
<pre>
 +
Argument "/opt/eprints3/lib/geoip/GeoIP.dat" isn't numeric in subroutine entry at /opt/eprints3/lib/plugins/EPrints/Plugin/Stats/Processor/Access/Country.pm line 36, <DATA> line 960.
 +
</pre>
 +
 +
This is due to a change in functionality of the GeoIP library.  Open the file:
 +
 +
/EPRINTS_ROOT/lib/plugins/EPrints/Plugin/Stats/Processor/Access/Country.pm
 +
 +
... and replace the line:
 +
 +
$self->{geoip} = $pkg->new( $dat_file );
 +
 +
... with ...
 +
 +
$self->{geoip} = $pkg->open( $dat_file );
 +
 +
Remember to add a suitable comment identifying who made the change, when it was made and why.  This will make upgrading easier.
 +
 +
=== process_stats locked ===
 +
 +
If IRStats terminates prematurely, it can leave a lock in the database that will need to be removed.  A script has been written to release this lock, but should only be run if you are certain that IRStats2 is not currently running.  The code is available on [https://github.com/gobfrey/irstats2_clear_lock github].

Revision as of 08:26, 20 June 2020


What is IRStats2?

IRStats2 is a statistical framework for EPrints - It comes with some cool default tools and reports and it can also be customised to, for instance, add new metrics or data sets. It has a Javascript API to include stats on any pages you want.

IRStats2 is developed against EPrints 3.4 and 3.3 but it was written to also work on EPrints 3.2. However, as EPrints 3.2 is no longer supported there is likewise no support for running IRStats2 on EPrints 3.2.

What's new in version 1.1?

This new version includes a number of improvements to existing features such as easier deployment, faster database code, tool tips and improved browser detection, as well as a number of smaller tweaks and fixes.

It now also includes filtering to allow the blocking of web crawling robots as standard.

Changes in 1.1, since 1.0.x

Features

  • IP based robot filtering and default values
  • Adding an option to only show live items in the stats

Improvements

  • Avoid using experimental perl code.(i.e. ~~ )
  • Restructure to make epm deployment easier
  • Tooltip help text for KeyFigures
  • Optimisation for InnoDB
  • CSV, JSON, XML saves file as instead of open directly in the browser
  • Added missing libraries check (Date::Calc and Geo::IP) on bazaar installation page. resolves #10
  •  %IGNORE_LIST of words (stopwords) are very few and only in "en"
  • Add support for transactions

Bug Fixes

  • Stats::View::google::Graph lose first statistics #69
  • Browser identification issue #66
  • The title of Screen::IRStats2::Report should not change according to report you chose
  • Avoid XSS vulnerability in some CGI output

Installation

Dependencies

  • Geo::IP or Geo::IP::PurePerl
  • Date::Calc

Both can usually be installed via your Linux package managers (apt-get, yum, ...) or via CPAN.

Debian/Ubuntu

apt-get install libgeo-ip-perl libdate-calc-perl

RedHat/CentOS/Fedora

yum install perl-Geo-IP perl-Date-Calce

CPAN

cpan Geo::IP Date::Calc

EPrints 3.3 and 3.4

IRStats2 can be installed directly via the Bazaar on EPrints 3.3 and 3.4.

EPrints 3.3.11 (inc. 3.4.x) onwards

Installing IRStats2 from the Bazaar is all you need to do. It is recommend that you restart Apache after doing so.

EPrints 3.3.1 to 3.3.10

You need to install IRStats2 from the Bazaar as above, but you also need to apply a few patches to enable the Google map showing the "Origins of downloads".

The patches relate to an incompatibility between the Prototype JS library (used by EPrints) and Google Charts (used by IRStats2). The two patches you need to apply are:

EPrints 3.2.x

See IRStats2/EPrints 3.2

Processing

IRStats2 uses its own tables to manage statistics, which it populates from the EPrints access table (a table containing a row for every access to EPrints objects). Once installed, IRStats needs to process the full contents of this table. Processing works in two steps: the initial processing and then a daily incremental processing. Because the initial processing will take care of all your legacy "download" data, this can take a (very) long time. It may take a few days if your repository is very large, although more likely it will take a few hours.

For the initial processing, run, as the "eprints" user, the below command (and remember this may take a long time to complete). If you are running it from an SSH session, you may want to use the "screen" Linux utility to make sure your SSH session will persist.

/opt/eprints3/archives/REPO_ID/bin/stats/process_stats REPO_ID --setup --verbose

For the daily incremental processing, add the below line in cron. It is a good idea to let this run over-night when there is less traffic to your repository (note the redirections of output to /dev/null will make the script run silently).

perl /opt/eprints3/archives/REPO_ID/bin/stats/process_stats REPO_ID 1>/dev/null 2>/dev/null
The two redirections to /dev/null forces the process to not output anything.

Viewing Stats

The main IRStats2 dashboard is available at: http://yourrepo.url/cgi/stats/report

Embedding Stats on Abstract Pages

Edit the EPrint Summary Page citation file (this can be done from the command line or the configuration editor) and add the following phrase near the bottom:

 <epc:phrase ref="lib/irstats2:embedded:summary_page:eprint:downloads"/>

Then restart apache and regenerate the abstract pages.

Configuration

This section details how to configure IRStats2 and mostly relates to the file cfg/cfg.d/z_irstats2.pl.

It is recommended that you edit your changes in a separate file (e.g. zz_irstats2_local.pl - must be loaded AFTER z_irstats2.pl) as this will make Bazaar updates easier to apply.

Datasets/Datatypes

Since IRStats2 can handle any EPrints datasets (not just the 'access' dataset which records downloads), you can declare in the configuration which EPrints datasets to process. For each EPrints dataset configured, IRStats2 will pass on the records from the Database to each processing module. This is coupled to the Stats::Processor modules and you will see that, by default, IRStats2 processes:

  • The "access" dataset with the associated Stats::Processor::Access modules
  • The "eprint" dataset with the associated Stats::Processor::EPrint modules
  • The "history" dataset with, as you have guessed, the Stats::Processor::History modules

Each module will provide specific datum, which is declared in the module itself. For instance, Stats::Processor::Access::Downloads provides us with the "downloads" and "views" data-types.

Configuration example and options

access => { 
	filters => [ 'Robots', 'Repeat' ], 
	incremental => 1 
}

The only two options which can be used are:

  • incremental: 1 or 0 (default 1) - tells IRStats2 to incrementally process the DB records. Since IRStats2 data must be processed daily, this indicates whether you should reprocess the entire dataset every day. For downloads (ie. the "access" dataset), you only need to reprocess the daily downloads, there is no need to restart from 0. However, some metrics used for the "eprint" dataset requires the entire dataset to be re-processed daily, which is OK as the "eprint" dataset is usually much smaller than the "access" one.
  • filters: an array of Filters (default []) - tells IRStats2 to apply filters before processing the records. This is especially useful for "access" records where hits by robots/crawlers are usually removed. Filters are very similar to Processor modules, except that they must return a boolean to indicate whether to keep or to discard the record. If the record is kept then it is passed on to the related Processor modules.

Remember that if you want to process new datasets (e.g. "user") then you must write the associated Stats::Processor modules, otherwise nothing would happen.

Sets

A Set tells IRStats2 how to group data points and it is done via an existing ("eprint") meta-field. Each value of that set (in essence, the distinct values of the field) will become a set value you can use in IRStats2 to give you statistics on the value. For instance, you can get download stats by author or by item type. Both "author" and "item type" are sets. Most Set definitions are straight-forward to declare, with the exception of "creators" (a.k.a. "authors").

Configuration example and options

{
                'field' => 'divisions',
                'groupings' => [ 'authors' ]
},

This defines the Set "divisions" - if the divisions field reflects the hierarchical structure of your institution (as it should) then you can get stats per division/school/faculty. You can also get "Top publications" per division.

Here are all the options you may use when defining a Set:

  • name: (optional - default to 'field') - the name of the set
  • field: the "eprint" field to use to generate set values
  • groupings: (optional - default to []) - an ARRAY of set names to use as groupings. A new grouping, within a set, fills in the statement: "I want to be able to see Top Y per set". For instance for the set 'divisions' and the grouping 'authors': "I want to be able to see Top Authors per Divisions".
  • anon: (optional - default to ) - whether to make the set values anonymous (and hex MD5 is used instead). This is particularly useful when using authors' ID which is usually their email address (and you don't want to make these public).
  • use_ids: For compound fields only (especially for creators). Tell IRStats2 to use the "id" part to generate distinct set values. This is more accurate that using the "name" part only.
  • id_field: For compound fields only. The name of the "id" field - usually it is just "id", as in "creators_id".
  • minimum_filter_length: Used by the Set Finder on the Reports. If set, this only start searching for set values after the user has entered minimum_filter_length characters. Some sets can be large (esp. creators) and we do not really want to preload the potential 100's of thousands of authors names on the UI. Instead we ask the user to search for author's names.
  • render_single_value: A CODEREF that must return a DOM element. This will tell how to render a set value, if you do not wish to use the default renderers. The function will receive three variables: $repo, $setname and $setvalue.

Note that "eprint" is a built-in Set and should not be defined in the configuration. The "eprint" Set is the collection of all the eprints (or "publications") of your repository. It is the assumed Set when no set is declared, as for the scenario "show me the top publications [among the entire repository]".

Reports

Reports are single pages which group different metrics together. The main report page (http://yourrepo.url/cgi/stats/report) is such an example. If you create a new report, "my_report", it will be available at the URL: http://yourepo.url/cgi/stats/report/my_report.

In the configuration, Reports can be seen as a top-to-bottom stack of Stats::View modules. Such modules know how to draw certain stats such as graphs, tables or pie charts, they just need to be position on the report. The module handling the generation of reports (Screen::IRStats2::Report) takes care of passing on the correct context to each Stats::View module. Such contexts include any date filters or set values selected by a visiting user.

#A basic report showing the monthly downloads graph and the top downloaded publications:
my_report => {
	items => [
		{ 
			plugin => 'ReportHeader'
		},
		{
			plugin => 'Google::Graph',
                        datatype => 'downloads',
                        options => {
                                date_resolution => 'month',
                                graph_type => 'column',
                        },
		},
                {
                        plugin => 'Table',
                        datatype => 'downloads',
                        options => {
                                limit => 10,
                                top => 'eprint',
                                title_phrase => 'top_downloads'
                        },
                },

	],
};

The options are detailed in the API section.

Security

Users must have the following two roles to view stats:

 *+irstats2/view
 *+irstats2/export

However these two roles are given to the "public" by default, meaning that anyone can view and/or export the stats. These lines may be commented out in the configuration to prevent this behaviour.

API

This section presents a few examples on how to get data out of IRStats2 for embedding data on pages or for re-use in analysis scripts (for instance).

There are two ways to get data out:

  1. From a script: this is the real API, using PERL
  2. From an Ajax request: this is usually to embed data on pages

Core concepts

Datatype

Datatype refers to which data to provide with IRStats2 able to process any of data on your repository. The typical use of IRStats2 is however for usage statistics so this is the main dataset, but data on deposits, open access, full text (etc) are also processed. Some repositories even include data from Scopus (citation counts).

Main datatypes:

  • downloads: good old download statistics - downloads of full-text documents
  • views: number of hits on the summary page (of a publication)
  • deposits: number of publications deposited
  • doc_access: provides 4 metrics (full_text, no_full_text, open_access and no_open_access) used for computing percentages of Open Access and Full-Text *documents in the repository
  • doc_format: MIME type of full-texts
  • history: analysis of the "history" dataset - this provides information on when publications were created, edited, made live, deleted etc.
  • referrer: information on how site visitors got to the repository (e.g. from Google, internal uni pages, etc)
  • search_terms: if coming from a search site (or the internal EPrints search) which words were used to get to the publication
  • browser: which browser visitors used on the repository

Sets

By default, IRStats2 returns data over the entire repository, i.e. the entire set of eprints is assumed. You can however restrict which "set" to use: the publications of an author, of a university division, of a subject, etc.

Dates and ranges

You can also restrict by dates or by a range. By default, all the stats are returned without any dates restrictions.

Dates can be set as YYYYMMDD or YYYY-MM-DD or YYYY/MM/DD (e.g. 20170101, 2017-11-04 etc). Dates is a hash containing two keys: from and to (either may be omitted to say: from that particular date, or up to that particular date).

Ranges follow a %d%c format and the upper limit is "now" or "today", for instance:

  • 6m: over the past 6 months
  • 12d: over the past 12 days
  • 3y: over the past 3 years

Only "m" (months), "d" (days) or "y" (years) may be used. 12m is the same as 1y.

Groupings

This tells IRStats2 how to group data and is generally only used for things like "give me the TOP eprints", "give me the TOP authors".

So having a "grouping" set to "eprint" means the top eprints. If set to "authors", the top authors etc. The grouping must be a valid set except for when it equals to "eprint".

Misc

It is possible to limit the amount of records being returned (for when this is relevant: if you want the top downloads, since the beginning of time, then you'd only get one data row back, which is that count). But for queries which ask for, say, the top authors, it is then interesting to be able to get only the first 10 authors. 10 here is the limit.

It is also possible to ask IRStats2 to return certain data field in queries. For top eprints, you generally want the "eprintid" field. To draw timeline graphs (eg. evolution of downloads over-time), you'd want the "datestamp" field. More examples are illustrated below.

Data from scripts

Main API

# get the IRStats2 handler, required to query IRStats2
my $handler = $repo->plugin( "Stats::Handler" );

# ask IRStats2 to show debug statements (SQL queries)
$handler->debug(1);

# Create a Context object
my $ctx = $handler->context( { datatype: "downloads" } );

# Retrieve data rows
my $data = $handler->data( $ctx )->select();

# How many rows returned:
printf "I got %d data rows back\n", $data->count;

# Get stats for divisions "uos-ecs":
$ctx->set( { set_name => 'divisions', set_value => 'uos-ecs' } );

# Get stats over the last 6 months:
$ctx->dates( { range => '6m' } );

# Get stats between 1st January 2012 and 31st March 2012:
$ctx->dates( { from => '20120101', to => '20120331' } );

# Data may be exported (see Stats/Export/ for a list of currently supported plug-ins):
my $export = $repo->plugin( "Stats::Export::CSV" );
$data->export( { export_plugin => $export } );

Full Examples

Actually those are not really full examples. They assume you can write the beginning of a PERL script and that you have already instantiated the Stats Handler (cf. above) as $handler.

# How many downloads in total over the entire repository
my $ctx = $handler->context( { datatype => "downloads" } );
printf "I got %d downloads\n", $handler->data( $ctx )->select->sum_all;
# How many downloads in 2013 over the entire repository
my $ctx = $handler->context( { datatype => "downloads", range => "2013" } );
printf "I got %d downloads\n", $handler->data( $ctx )->select->sum_all;
# The top 5 EPrints over the entire repository
my $ctx = $handler->context( { grouping => "eprint", datatype => "downloads" } );

my $stats = $handler->data( $ctx )->select( fields => ["eprintid"], limit => 5 );

foreach( @{ $stats->data } )
{
        printf "EPrint %d got %d downloads\n", $_->{eprintid}, $_->{count};
}
# The top 10 Subjects (let's assume LoC) for deposits (not downloads!!)
my $ctx = $handler->context( { set_name => "subjects", datatype => "deposits" } );

my $stats = $handler->data( $ctx )->select( fields => ["set_value"], limit => 10 );

my $i = 1;
foreach( @{ $stats->data } )
{
        printf "%d) %s with %d items deposited\n", $i++, $_->{set_value}, $_->{count};
}
# The top 5 downloaded EPrints for LoC Subject "D1"
my $ctx = $handler->context( { set_name => "subjects", set_value => 'D1', datatype => "downloads" } );

my $stats = $handler->data( $ctx )->select( fields => ["eprintid"], limit => 5 );

my $i = 1;
foreach( @{ $stats->data } )
{
        printf "%d) EPrintd %d with %d downloads\n", $i++, $_->{eprintid}, $_->{count};
}

Embedding data

This is similar to retrieving data from scripts (cf. section above) but with a few extra options:

  • "view": the name of the Stats::View plug-in which will draw the requested stuff (a Table? a Graph? etc.)
  • "container_id": the DOM element "id", where the drawn stuff will be inserted on the page (if the Ajax callback is successful)

Then there exists a number of options proper to each View plug-in. See the provided examples below.

Graphs

The typical example is to embed the global downloads graph. This is usually the first displayed item on the IRStats2 main report page (/cgi/stats/report).

<!--
This will basically insert the downloads graph into the "mygraph" div element. Note that it's using the supplied
     "irstats2_googlegraph" CSS class.
      
      Graph options:
      - graph_type: either "column" or "area"
      - show_average: either 1 or 0 - displays the average graph
      - date_resolution: either "year", "month" or "day" - groups data by year, month or day (be careful: selecting day may generate LOTS of data points)
-->

<div id="mygraph" class="irstats2_googlegraph"/>

<script type="text/javascript">
document.observe("dom:loaded",function(){
         new EPJS_Stats_GoogleGraph( { 
                'context': { 'datatype': 'downloads' }, 
                'options': { 'graph_type': 'column', 'container_id': 'mygraph', 'view': 'Google::Graph', 'show_average': '1', 'date_resolution': 'month' } 
        });
});
</script>

Tables

The example below displays the top 10 downloaded eprints in the repository.

<!--
This will insert the top table into the "mytable" div element. Note that it's using the supplied
     "irstats2_table" CSS class.
      
      Table options:
      - top: the top "thing" to display - similar to the "grouping" parameter when using scripts
      - limit: the max number of items to retrieve
      - show_count: 1 or 0 - display the counts or not
      - show_order: 1 or 0 - display the ordering (1,2,3 ...) or not
      - show_more: 1 or 0 - shows the "show more" options or not (to retrieve more results)
      - human_display: 1 or 0 - separate 1000 with a comma (as done in English): 10000 becomes 10,000
-->
<div id="mytable" class="irstats_table"/>

<script type="text/javascript">
document.observe( "dom:loaded", function() {

        new EPJS_Stats_Table( {
                'context': { 'datatype': 'downloads' },
                'options': { 'container_id': 'mytable', 'top': 'eprint', 'view': 'Table', 'limit': '5' }   
        } );

});
</script>

Misc

Graphs and Tables are the most common displays, but there are a few other ones to explore. The javascript classes are in 90_irstats2.js and the associated PERL Class in Stats/View/

  • GoogleSpark: similar to GoogleGraph but shows a sparkline instead (which is essentially a tiny graph).
  • GoogleGeoChart: country map
  • GooglePieChart: a pie chart
  • Counter: a simple counter (for instance to show the download count for your repository).

The View prefixed by "Google" means that they are rendered by the Google Chart Javascript library. Important note: no data is sent to Google! The data is, instead, drawn by the browser client using SVG.

Example: Creating a processor for citation statistics

IRStats2 can evaluate any field or combination of fields in the above mentioned datasets. For this, new datatypes and associated Stats::Processor modules must be created.

A simple case is statistics on citation count of publications, since the datatype of the associated field is a scalar.

Citation counts can be harvested using the Citation count dataset and import plugins from Queensland University of Technology. Upon following the installation procedure, the fields scopus_impact, wos_impact and gscholar_impact are created in the EPrint table.

Modifying an existing Processor module

We create now a Processor module that evaluates the scopus_impact field and provides a scopus_citations datatype.

First, we inspect the Stats::Processor::EPrint Processor modules to find out which Processor module is best suited for adapting. A good candidate is lib/plugins/EPrints/Plugin/Stats/Processor/EPrint/DocumentAccess.pm. We copy it to archives/{repo}/cfg/plugins/EPrints/Plugin/Stats/Process/EPrint/ScopusCitations.pm and modify it as follows:

package EPrints::Plugin::Stats::Processor::EPrint::ScopusCitations;

our @ISA = qw/ EPrints::Plugin::Stats::Processor /;

use strict;

sub new
{
	my( $class, %params ) = @_;
	my $self = $class->SUPER::new( %params );

#  provide the name of the datatype
	$self->{provides} = [ "scopus_citations" ];

	$self->{disable} = 0;

	return $self;
}


sub process_record
{
	my ($self, $eprint ) = @_;

	my $epid = $eprint->get_id;
	return unless( defined $epid );

	my $status = $eprint->get_value( "eprint_status" );
	unless( defined $status ) 
	{
##		print STDERR "IRStats2: warning - status not set for eprint=".$eprint->get_id."\n";
		return;
	}

	return unless( $status eq 'archive' );

	my $datestamp = $eprint->get_value( "datestamp" ) || $eprint->get_value( "lastmod" );

	my $date = $self->parse_datestamp( $self->{session}, $datestamp );

	my $year = $date->{year};
	my $month = $date->{month};
	my $day = $date->{day};

# get the citation count
	my $scopus_citation_count = $eprint->get_value( "scopus_impact" );

# store the citation count per eprint id
	if (defined $scopus_citation_count)
	{
		$self->{cache}->{"$year$month$day"}->{$epid}->{scopus} = $scopus_citation_count;
	}
}

1;

Next, we need to enable the new Processor plugin in our IRStats2 configuration file. In the Bazaar config section, add the following line:

$c->{plugins}{"Stats::Processor::EPrint::ScopusCitations"}{params}{disable} = 0;

In the Reports section, we can add now a new citation report that uses the scopus_citations datatype:

        citations => {
                items => [
                { plugin => 'ReportHeader' },
                {
                        plugin => 'Grid',
                        options => {
                                items => [
                                {
                                        plugin => 'Table',
                                        datatype => 'scopus_citations',
                                        options => {
                                                limit => 10,
                                                top => 'eprint',
                                                title_phrase => 'top_scopus_citations',
                                        },
                                },]
                        },
                },
                {
                        plugin => 'Grid',
                        options => {
                                items => [
                                {
                                        plugin => 'Table',
                                        datatype => 'scopus_citations',
                                        options => {
                                                limit => 10,
                                                top => 'authors',
                                                title_phrase => 'top_scopus_citations_authors'
                                        }
                                },]
                        },
                },
                ],
                category => 'advanced',
        },

Also, the phrases in irstats2.xml must be completed accordingly.


Generalization

For each citation datum, a processor module is required. We see, that these will differ only slightly, namely in the datatype declaration in the new() method, and in the processing of the citation datum field in the last part of the process_record() method. Therefore, we can generalize the processor by providing an abstract value tracker module. It does the following:

In the new() method, it provides an abstract value tracker datatype. Note that the plugin is disabled. In the process_record() method, it makes reference to the field that is processed and a value_id to where the value will be stored.

package EPrints::Plugin::Stats::Processor::EPrint::AbstractValueTracker;

our @ISA = qw/ EPrints::Plugin::Stats::Processor /;

use strict;

sub new
{
	my( $class, %params ) = @_;
	my $self = $class->SUPER::new( %params );
	
	$self->{provides} = [ "abstract_value_tracker" ];
	$self->{disable} = 1;
	
	$self->{field_id} = 'DEFINE IN SUBCLASS';
	$self->{value_id} = 'DEFINE IN SUBCLASS';
	
	return $self;
}


sub process_record
{
	my ($self, $eprint ) = @_;
	
	my $epid = $eprint->get_id;
	return unless( defined $epid );

	my $status = $eprint->get_value( "eprint_status" );
	unless( defined $status )
	{
#		print STDERR "IRStats2: warning - status not set for eprint=".$eprint->get_id."\n";
		return;
	}

	return unless( $status eq 'archive' );

	my $datestamp = $eprint->get_value( "datestamp" ) || $eprint->get_value( "lastmod" );

	my $date = $self->parse_datestamp( $self->{session}, $datestamp );

	my $year = $date->{year};
	my $month = $date->{month};
	my $day = $date->{day};

	my $value = $eprint->value($self->{field_id});

	if (defined $value)
	{
		$self->{cache}->{"$year$month$day"}->{$epid}->{$self->{value_id}} = $value;
    }
}

1;


Now, the declaration of new scalar datatypes reduces to the task to defining a subclass for each datatype, and to declaring the assocation between the datatype and the field to be processed in the IRStats2 configuration:

package EPrints::Plugin::Stats::Processor::EPrint::ScopusCitations;

use EPrints::Plugin::Stats::Processor::EPrint::AbstractValueTracker;
our @ISA = qw/ EPrints::Plugin::Stats::Processor::EPrint::AbstractValueTracker /;

use strict;

sub new
{
	my( $class, %params ) = @_;
	my $self = $class->SUPER::new( %params );
	my $repo = $self->repository;

	$self->{provides} = [ "scopus_citations" ];

	$self->{disable} = 0;
	
	$self->{field_id} = $repo->config('irstats2','scopus_citations','field_id');
	$self->{value_id} = 'scopus';

	return $self;
}

1;
############
# Datatypes
############
# Declare as $c->{irstats2}->{datatypename}->{field_id} = 'fieldname';

$c->{irstats2}->{scopus_citations}->{field_id} = 'scopus_impact';

Specific requirements by Scopus and Web of Science

If you have a valid API key to the Scopus and Web of Science APIs, it is allowed by both database producers to show aggregate citation counts, given that a link back to the record in the Scopus and Web of Science database and attribution to their brand is provided. I leave that to you to figure out how this can be achieved in the Table view.

Google Scholar does not allow to harvest citation counts.

Troubleshooting

No style on stats

If you attempt to view the stats panel and it does not render correctly, run generate_static and restart apache.

Can't call method "add_trigger"

Error when running process_stats:

Use of uninitialized value in concatenation (.) or string at (eval 70) line 11.
Use of uninitialized value in concatenation (.) or string at (eval 70) line 16.
Use of uninitialized value in concatenation (.) or string at (eval 70) line 19.

------------------------------------------------------------------
---------------- EPrints System Error ----------------------------
------------------------------------------------------------------
Error in configuration:
Can't call method "add_trigger" on unblessed reference at /usr/share/eprints3/archives/sandbox/bin/../cfg/cfg.d/z_irstats2.pl line 162.


------------------------------------------------------------------
EPrints System Error inducing stack dump
 at /usr/share/eprints3/archives/sandbox/bin/stats/../../../../perl_lib/EPrints.pm line 146.
	EPrints::abort("EPrints") called at /usr/share/eprints3/archives/sandbox/bin/stats/../../../../perl_lib/EPrints/Config.pm line 151
	EPrints::Config::load_system_config() called at /usr/share/eprints3/archives/sandbox/bin/stats/../../../../perl_lib/EPrints/Config.pm line 96
	EPrints::Config::init() called at /usr/share/eprints3/archives/sandbox/bin/stats/../../../../perl_lib/EPrints.pm line 706
	require EPrints.pm called at /usr/share/eprints3/archives/sandbox/bin/stats/process_stats line 12
	main::BEGIN() called at /usr/share/eprints3/archives/sandbox/bin/stats/../../../../perl_lib/EPrints.pm line 0
	eval {...} called at /usr/share/eprints3/archives/sandbox/bin/stats/../../../../perl_lib/EPrints.pm line 0

This is due to the FindBin library not working correctly. Open the process_stats script and remove the line:

use lib "$FindBin::Bin/../../../../perl_lib";

When executing, use -I to explicitly set the EPrints perl_lib directory:

perl -I/EPRINTS_ROOT/perl_lib /EPRINTS_ROOT/archives/ARCHIVEID/bin/stats/process_stats

Argument "/opt/eprints3/lib/geoip/GeoIP.dat" isn't numeric

If you see the error:

Argument "/opt/eprints3/lib/geoip/GeoIP.dat" isn't numeric in subroutine entry at /opt/eprints3/lib/plugins/EPrints/Plugin/Stats/Processor/Access/Country.pm line 36, <DATA> line 960.

This is due to a change in functionality of the GeoIP library. Open the file:

/EPRINTS_ROOT/lib/plugins/EPrints/Plugin/Stats/Processor/Access/Country.pm

... and replace the line:

$self->{geoip} = $pkg->new( $dat_file );

... with ...

$self->{geoip} = $pkg->open( $dat_file );

Remember to add a suitable comment identifying who made the change, when it was made and why. This will make upgrading easier.

process_stats locked

If IRStats terminates prematurely, it can leave a lock in the database that will need to be removed. A script has been written to release this lock, but should only be run if you are certain that IRStats2 is not currently running. The code is available on github.