Scholarly iQ

What Scholarly iQ does

Scholarly iQ, LLC (SiQ) is a privately held, founder-owned analytics company founded in 2002 by CEO Gary Van Overborg and headquartered in Helotes, Texas, with a European office in West Kirby, United Kingdom. The company provides COUNTER-compliant usage reporting, business intelligence, and data management services to the academic publishing and library community, serving publishers (Elsevier, Oxford University Press, APA, Wolters Kluwer, Gale, Optica), publishing platforms (Sheridan PubFactory, KGL PubFactory), and 175,000+ librarian reporting users across 9,000+ SUSHI accounts.

The core technology stack is a COUNTER-compliant usage analytics platform supporting Release 4, Release 5, and 5.1 standards, with SUSHI protocol (ANSI/NISO Z39.93) integration for automated data harvesting. The NextGen platform provides modular, multi-dimensional analytics with a 100% uptime data warehouse, five-year retention, and a REST API for near-real-time metadata synchronization. Differentiated capabilities include ORCA (Open Research Content Analytics) for item-level Open Access reporting, PSI/IPRegistry integration for institutional attribution across 1.5+ billion IP addresses, and UNSILO-powered concept categorization for predictive topic analytics. The company processes over 120 million page views and 20 million visits monthly.

The business model is B2B subscription-based, with annual contracts, quote-based enterprise pricing, and modular service tiers. Revenue streams include COUNTER Compliance Services, Business Intelligence and Analytics, Strategic Consulting, and ORCA OA Reporting (with a 3-month free trial). Distribution combines direct enterprise field sales, white-label OEM embedding in publishing platforms, a self-service SUSHI web portal for librarians, and channel partnerships. SiQ is actively expanding from subscription-publisher COUNTER compliance into Open Access reporting, large library resource providers (Gale), and predictive analytics.

Name

Scholarly iQ

Legal name

Scholarly iQ, LLC

Website

https://scholarlyiq.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

Scholarly iQ provides COUNTER-compliant usage reporting, business intelligence, and data management to academic publishers and librarians. Founded in 2002, it serves 35+ publishers, processes 120M+ monthly page views, and supports 175,000+ librarian reporting users globally.

Ownership category

akta.pro rank

Product category

Scholarly Publishing Analytics

NAICS

Software Publishers (513210), Web Search Portals, Libraries, Archives, and Other Information Services (5192)

SIC

Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYMPAJABAC

Academic & Scholarly Journals Publishing (Peer-Reviewed)

Media, Entertainment & Sports/Publishing (Books, News, Magazines)/Educational & Academic Publishing (Textbooks, Scholarly, STM)

Keywords

• COUNTER compliance reporting
• Scholarly publishing analytics
• Usage data analytics
• Library resource management
• Business intelligence platform

Headquarters

HQ city

Helotes

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. COUNTER Compliance Services: Annual subscription-based COUNTER compliance reporting services for publishers, including SUSHI protocol access, audit support, and COUNTER R4/R5 reporting across journal, database, book and multimedia reports
2. Business Intelligence and Analytics: Advanced analytics services including behavioral analytics, cross-platform reporting, article-level metrics, evidence-based acquisition models, and predictive modeling for publishers and librarians
3. Strategic Consulting Services: Professional consulting services for COUNTER compliance, data management strategy, implementation support, and ROI optimization
4. ORCA OA Usage Reporting: Specialized Open Access usage reporting with 3-month free trial followed by subscription-based access to item-level OA metrics

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels6 records

Core offering

Scholarly iQ provides COUNTER-compliant usage reporting, data management, business intelligence, and analytics solutions to the academic publishing market. The company serves scholarly publishers, academic librarians, and institutions with products including COUNTER Compliance Services, ORCA (Open Research Content Analytics), Business Intelligence and Insight, Data Management, and Strategic Consulting Services. Its NextGen platform processes over 120 million page views and 20 million visits per month, supporting 175,000+ librarian reporting users and 9,000+ SUSHI accounts.

Product overview

Scholarly iQ is an analytics platform that provides a unified suite of services for scholarly publishers and libraries, centered on COUNTER-compliant usage reporting and business intelligence. The core offerings include COUNTER Compliance Services (covering both publisher and librarian needs via SUSHI protocol), the ORCA (Open Research Content Analytics) product for Open Access usage reporting at item level, Business Intelligence and Insight services for advanced analytics, Data Management for integration and warehousing, and Strategic Consulting Services for technology selection. The platform supports over 175,000 librarian reporting users, processes over 120 Million page views and 20 Million visits per month, and maintains partnerships with publishers including Elsevier, Oxford University Press, and Gale. Key technology components include a REST API for real-time data synchronization, IP registry integration (PSI/IPInfo) for institutional attribution, and integration with reporting tools like Tableau and QlikView.

Differentiator

Problem solved

Functional benefit

Brands

• ORCA: Open Research Content Analytics - provides approved COUNTER processed usage metrics for Open Access content at the item level, delivering consistent, credible and comparable OA usage reporting for publishers, authors, funders and institutions.

Products and services

• COUNTER Compliance Services Comprehensive COUNTER-compliant usage reporting and compliance solutions supporting COUNTER Release 5 and 5.1 standards for scholarly publishers, including Journal, Database, Platform, Book and Multimedia reports.
• ORCA (Open Research Content Analytics) Provides approved COUNTER-processed usage metrics in real time for Open Access content at the item level, delivering consistent, credible and comparable OA usage reporting for publishers, authors, funders and institutions. Integrates with IPInfo database for organizational and geographic attribution.
• Business Intelligence and Insight Data-driven insights and decisions powered by industry-leading business intelligence services including usage data analytics, flexible multi-dimensional analysis, article-level metrics, and evidence-based acquisition models.
• Data Management True data integration and warehousing combining online usage data with offline data such as articles, journals, customer accounts, and subscription pricing. Includes pre-processing for security and integrity, safe storage with 100% uptime guarantee, and five-year data retention.
• Strategic Consulting Services Independent consultant services providing strategic data planning, technology selection and implementation including COUNTER Engine, data technologies (On-Premise, Cloud, Hadoop, Redshift), and reporting tools (Tableau, QlikView, Looker, Cognos).
• SUSHI Web Service Automated SUSHI web service for harvesting COUNTER usage data compliant with ANSI/NISO Z39.93 standard, supporting COUNTER Journal, Database, Platform and Book Reports through an intuitive web portal.
• NextGen Platform Modular COUNTER reporting engine providing next day web analytics, interactive action-ready reports related to key business objectives, multi-dimensional data analysis, and COUNTER-compliant reporting with scalable, cost-effective modular design.

Quantifiable outcome

• Processing over 120 Million Page Views per Month and 20+ Million Visits per Month
• +2 more outcomes

Named customers12 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability3 records

Feature6 records

Partnerships

Ten partnerships are on record, tiered core and strategic.

• Gale (Cengage Group)coreStrategic or Co-development Partner · 15 November 2024COUNTER 5.1 upgrade partnership enhancing Gale's library and institutional customer reporting capabilities worldwide. New capabilities include intuitive dashboards, updated data harvesting with JSON schema for R5.1, and powerful analytics with data backdated to January 2023.
• ExtricacoreStrategic or Co-development Partner · 28 October 2024ORCA OA usage reporting partnership enabling Extrica to integrate COUNTER processed usage metrics into its Open Access publishing platform. In first month, ORCA provided item-level analytics for 5,000+ articles across 18 titles, 23,000+ Unique Item Requests, and global reach across 146 countries with attribution to 2,000+ educational organizations.
• Accessible ArchivesstrategicStrategic or Co-development Partner · 1 April 2023Long-standing COUNTER R4 compliance partnership with positive librarian feedback. Includes free training sessions, intuitive portal access, and exemplary customer support recognized by industry consultants.
• FacultistrategicStrategic or Co-development Partner · 19 August 2022COUNTER reporting and analytics partnership for Faculti's multimedia academic platform. Supports COUNTER compliance and advanced reporting for subscribers plus internal analytics for content source and category analysis.
• KGL PubFactorycoreStrategic or Co-development Partner · 1 August 2022Advanced analytics partnership for KGL PubFactory's IntelWorks module. Provides publishers with advanced business intelligence for editorial, sales, and Plan S strategies including OA usage tracking and predictive modeling.
• Sheridan PubFactorycoreOEM/ Whitelabel/ Licensing Partner · 16 June 2020Dedicated Reporting and Business Intelligence Platform integration for PubFactory publishers. Provides COUNTER compliance and advanced analytics to publishers hosting 2,300+ journals and 300,000+ books on the PubFactory platform.
• IMAIOSstrategicStrategic or Co-development Partner · 3 June 2020COUNTER R5 reporting for IMAIOS e-Anatomy and vet-Anatomy atlases, integrated with PSI Metrics for institutional attribution. Enables medical libraries to assess product usage for healthcare professional education and scientific research.
• PSI (Publisher Solutions International)coreTechnology or Integration · 26 February 2019Integration with PSI's IP Registry (theipregistry.org) containing 1.5+ billion vetted IP addresses for 60,000+ libraries. Enables institutional usage attribution for previously unidentifiable accounts and supports evidence-based acquisition programs.
• UNSILOstrategicTechnology or Integration · 23 May 2018Unified analytics solution combining COUNTER compliance with AI-powered concept categorization. Enables publishers to track document usage and link it to key concepts within documents for cross-title topic analysis and predictive forecasting.
• Unlimited Priorities LLCstrategicChannel Partner/ Reseller/ Distributor · 1 April 2017Sales and marketing coordination for Accessible Archives and other small/medium publishers. Unlimited Priorities coordinates COUNTER implementations and provides consulting support for scholarly publishers.

Scale indicators9 records

Recent moves7 records

Expansion highlights6 records

Market position

Competitive moat5 records

Key highlights7 records

Customer concentration

• Xx.com/ScholarlyiQ
• Facebookfacebook.com/Scholarly-iQ-147934898584729
• LinkedInlinkedin.com/company/scholarly-iq/about

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Scholarly iQ