Date post: | 12-Apr-2017 |
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Release 5
“consistency, clarity, simplification and
continuous maintenance”
An Introduction to Release 5
Release 5
Why COUNTER Release 5
• Current Code of Practice is complex• Inconsistencies in reports, metric types and
formats• Needs have evolved and continue to evolve
2
Release 5
Objective for Release
5Seek the balance between addressing changing needs and reducing the complexity of the Code of Practice to ensure that all publishers and content providers are able to achieve compliance
Release 5
COUNTER Release 5: Proposed List of Reports
PLATFORM
TITLE
ITEM
Platform Report 1 Usage by Month and Platform
Expanded Platform Report Activity by Month and Platform
Database Report 1 Usage by Month and Database
Database Report 2 Access Denied by Month and Database
Expanded Database Report Activity by Month and Database
Journal Title Report 1 Usage by Month and Journal Title
Journal Title Report 2 Access Denied by Month and Journal
Book Title Report 1 Usage by Month and Book Title
Book Title Report 2 Access Denied by Month and Book
Expanded Title Report Activity by Month and Title
Expanded Item Report Activity by Month and Item
DATABASE
Under Review
Additional “standard” report views may be added to address most common reporting needs & names may change
Release 5
R5’s Simplified Metric Types & Related AttributesSimplicity and Clarity
Release 5
COUNTER Release 5: Metric Types Release 4• abstract • no_license• audio • other• data_set • podcast• ft_epub • record_view• ft_html • reference• ft_html_mobile • result_click• ft_pdf • search_fed• ft_pdf_mobile • search_reg• ft_ps • sectioned_html• ft_ps_mobile • toc• ft_total • turnaway• image • video • multimedia
Release 5• total_item_investigations• total_item_requests• unique_item_investigations• unique_item_requests• unique_title_investigations• unique_title_requests• searches_regular• searches_federated• searches_automated• searches_platform• no_license• limit_exceeded
25 metric types in R4 reduced to 12 in R5. Format-specific metrics eliminated!
Item
Database
Platform
Item
Release 5
COUNTER Release 5: Metric TypesRelease• total_item_investigations• total_item_requests• unique_item_investigations• unique_item_requests• unique_title_investigations• unique_title_requests• searches_regular• searches_federated• searches_automated• searches_platform• no_license• limit_exceeded
Investigations versus Requests…
Item
Database
Platform
Item
View abstract
Link to Link Resolver
View cited references
Link to ILL form
View HTML full text
View PDF
View content…
Investigations
Requests
User Action
View article preview
Release 5
Additional Attributes
• Data Type • Section Type • Access Type• Access Method• Is_Archive• Year of Publication• Metric Type
These can be used in combination to break out usage details
Release 5
COUNTER Release 5: Data TypesData_Type• Book• Database• Dataset• Journal• Multimedia• Platform• Repository Item
Data_Type identifies the general type of content being accessed or for which usage is being reported.
This attribute is used when defining Book Reports and Journal Reports and is an optional parameter for the Expanded Title Reports and can be used to generate summaries in an Expanded Database Report or an Expanded Platform Report.
Release 5
COUNTER Release 5: Section TypesSection_Type• Article• Book• Chapter• Section
Section_Type when content is delivered in “chunks” (sections) this describes what that section is, e.g. a book may be accessed by the chapter; content in a journal is accessed by article.
This attribute is an optional parameter for the Expanded Title Reports.
Release 5
COUNTER Release 5: Access TypesAccess_Type• Controlled• OA_Delayed* (reserved for future use)• OA_Gold• Other_Free_to_Read (repositories only)
Access_Type describes the nature of access control that was in place when the content item was accessed.
This attribute appears in Journal Title Report 1 and allows usage of open access content to be separated from content that requires a license.
OA_Delayed is access to content that became open access after an embargo period had expired.
* Separate values of “OA_Gold_APC” and “OA_Gold_Non_APC” in original proposal have been simplified to just “OA_Gold” due to complexity required to implement the separate values.
Release 5
COUNTER Release 5: Access Methods Access_Method
• Regular• TDM
Access_Method is an attribute indicating whether the usage related to investigations and requests was generated by a human user browsing and searching a website (“regular”) or by Text and Data Mining processes (TDM).
This attribute appears as an optional parameter in the Expanded Title Report.
TDM usage is excluded from the standard Journal and Book reports.
Release 5
COUNTER Release 5: Year of Publication Is_Archive
• yyyy • 0001 (unknown)• 9999 (articles in press)
YOP is the year of publication for the content item accessed. If content is available in print and online format and the publication dates of these two formats differ, the year of publication of the print will be used.
This attribute appears as an attribute in Journal Title Report 2 as well as both Book Reports and as an optional parameter in the Expanded Title Report.
Release 5
R5’s Simplified Report FormatsSimplicity and Clarity
Release 5
COUNTER Release 4: Report Formats
Database Report breaks out usage by metric type. Journal (and book)
reports don’t.
Excel version of Journal Report 1 has totals for PDF and HTML, XML
version breaks them out by month
Release 5
COUNTER Release 5: Report Formats
Consistent Header
Release 5
COUNTER Release 5: Report Formats
Consistent Detail
Release 5
COUNTER Release 5: Report Formats
Consistent Vocabulary
Release 5
COUNTER_SUSHI for Release 5
RESTful interface returning JSON-formatted reports
Familiar to most web developers
Allows retrieval of full reports, or snippets of usage
Allows usage display to be embedded in other applications
Release 5
Addressing Community Feedback
Release 5
Amendments to remove implementation challenges
• Is_Archive will be eliminated• OA_Gold_Non_APC will be eliminated• Other_Free_To_Read will not apply to publishers
(only IRs).• OA_Delayed will be included in R5 but designated as
"reserved for future use " and to be introduced at some future time given the complexity for implementation
• Reports will be longer. We are looking how to limit standard views (reports) to just those metric types and attributes need for the intended purpose. This will keep the row count lower.
Release 5
Noting where
clarification and
guidance is required
• The new metrics Investigations and Requests are not yet well understood• Concern about HTML and PDF • Creating examples with real data on how
unique item requests may impact cost per use analysis. • The example data will be to inform both
librarians and publishers on the effects of these new metrics. • The COUNTER requirement of keeping R4
reports available through the first year of will provide ability to compare results and get used to the change in metrics.
Release 5
Things we cannot
directly address
• Sessions• modern interfaces make sessions hard to
capture
• Can the report header on a separate tab?• Larger reports downloaded as TSV, there are
no tabs• Excel and Google Sheets allows users to
“Freeze” the header row
Release 5
New approach
es
• Concerns about no reporting of zero usage• Not all publishers produce their COUNTER
statistics from the same system they use to manage their access control • COUNTER is being represented on a new
NISO initiative, currently referred to as KBART-Automation for SUSHI harvesting of BOTH usage and entitlements
• Journal Title Report 5 considered as critical for library decision-making • Year of Publication allows libraries interpret
the data for packages
Release 5
New approach
es
• Consortium Reports• Due to size, creating and consuming Release
4 consortium reports was not always possible• COUNTER is committed to Open Source
tools that can fetch all member usage through a single call
Release 5
Project timeline
SupportGuide
Encourage
Jul 2017 – Dec 2018
PostPublish
Connect
Jul2017
ReviewRevise
Improve
Apr – Jun2017
ConsultCheck
Discuss
Jan- Apr 2017
ConceiveDesign
Develop
Sep – Dec 2016
Jan 2019
Release 5
We want your feedbackThe Draft Code of Practice is available online at:https://www.projectcounter.org/counter-release-5-code-practice/http://www.usus.org.uk/counter-release-5-draft-code-of-practice-is-live/
Please review the Code of Practice, complete the survey and provide any feedback by Easter!We will use your feedback to inform the final version of Release 5 and to help develop opportunities for education and communication
More information can be found on the COUNTER website https://www.projectcounter.org/
and the Usus website http://www.usus.org.uk/