library webinar –february 21, 2019 counter code of … · 2019-02-25 · • book requests...

Release 5

LIBRARY CONNECT WEBINAR – February 21, 2019

Deep Dive into COUNTER Code of Practice Release 5 (COP5)

Lorraine EstelleCOUNTER Project Director

Elena Zapryanova‐HadjinikolovaDirector Analytics, ElsevierCOUNTER Executive Member

https://libraryconnect.elsevier.com/library‐connect‐webinars

Are you ready for COUNTER COP5?

About COUNTER

Membership organisation

Members create and maintain the Code of Practice

Executive Committee

Technical Advisory Group

Input of wider membership through consultation

Why Release 5

• The Code of Practice has been developed over more than a decade

• Development of new technologies and needs increased complexity, and reduced consistency among reports

• 2016 survey about the current usage reports • A new COP focusing on reducing the complexity of the current reports and increasing consistency and clarity

• The new Code of Practice is flexible, reducing the number of reports and more adaptable for future changes to requirements

Consistency

Simplicity

Transparency & Flexibility

Clarity

ConsistencyAddressing changing needs and reducing the complexity of the Code of Practice to ensure publishers and content providers are able to achieve compliance.

• Reporting Layout • Reporting Formats • Vocabulary & Terminology

The COUNTER Code of Practice 5

Consistency

Simplicity


Clarity

Simplicity Four Master Reports streamlined for the most common reporting needs for librarians, publishers and content providers.

• Four Master Reports • Pre‐set, Filtered Standard Views • Fewer Metric Types• New Item & Usage Attributes


Consistency

Simplicity


Clarity

Flexibility Comprehensive reporting attributes empower users to generate necessary drill‐down reports with ease.

• Granular Reports with Attributes • Specific Reporting for Data Needs• Reduce Redundancy


Consistency

Simplicity


Clarity

Clarity Using clear and consistent terminology on all metrics types and attributes brings clarity.

• Reducing and renaming metrics types for clarity

• Using consistent metric types across all reports, as applicable


Consistency

Simplicity


Clarity

9

Reports & Metrics

Four Master Reports are the Foundation of COUNTER R5 Reports

10

Platform Master Report

Database Master Report

Title Master Report

Item Master Report

COUNTER Release 5:Reports

Example of user

interface

01/01/2017 12/31/2017

Total_Item_Request

Journal

Controlled

Regular

“Standard Views”

Address the Most Common Use Cases

12

Platform Master Report

• Platform Usage

Database Master Report• Database Search and Item Usage• Database Access Denied

Title Master Report• Book Requests (Excluding OA_Gold)• Book Access Denied• Book Usage by Access Type• Journal Requests (Excluding OA_Gold)• Journal Access Denied• Journal Usage by Access Type• Journal Requests by YOP Requests (Excluding OA_Gold)

Item Master Report

• Content Item Requests• Multimedia Item Requests

COUNTER Release 5: Metric Types

Metric_Type identifies activities and the nature of the activity being reported on.

In COUNTER Release 5, three activity groups are reported: • investigation & requests• access denied • search

• Searches_Regular• Searches_Federated• Searches_Automated• Searches_Platform

• Total_Item_Investigations• Total_Item_Requests• Unique_Item_Investigations• Unique_Item_Requests• Unique_Title_Investigations• Unique_Title_Requests

Metric Types

• No_License• Limit_Exceeded

Metric Types:Investigations

vsRequests

Investigations & Requests Investigations report user actions related to a content item or title. Actions on part of an item or information about an item or the item itself are reported.

Total_Item_Investigationsthe total number of times a content item or information related to a content item was accessed.

Unique_Item_Investigationsthe number of unique content items investigated by a user in a session.

Unique_Title _Investigationsthe number of unique titles investigated by a user in a session (only applies to Books).


Investigations & Requests requests report user requests for a content item or chapter of a book. A request is specifically related to viewing or downloading the full content item.

Total_Item_requeststhe total number of times the full text of a content item was downloaded or viewed.

Unique_Item_requeststhe number of unique content items requested by a user in a session.

Unique_Title _requeststhe number of unique titles requested by a user in a session (only applies to Books)


User finds article in search results list

COP5 reports: 1 Unique Item Request, 2 Total Items Request,1 Unique Item Investigation, 2 Total Item Investigation

HTML PAGELands on HTML

Access & entitlement background check takes user directly to the full text article (FTA) HTML

ScienceDirect: Typical user flow

1 Total Item Request1 Unique Item Request

1 Total Investigation1 Unique Investigation

1 Total Item Request0 Unique Item Request

1 Total Investigation0 Unique Investigation

Access Type = Controlled

Investigation on the HTML article page

Investigation on Search Result page

• Only the “open” action results in an investigation being counted

• The same rules apply to Graphical Abstracts, if available

SearchesThere are four different types of search metrics in Release 5.Searches_Regular

the number of times a user searches a database, where they have actively chosen that database from a list of options OR there is only one database available to search. Metric captured at the database level.

Searches_Automatedthe number of times a user searches a database, where they have not actively chosen that database from a list of options. Metric captured at the database level.

Searches_Platformthe number of times a user performs a search on the platform, regardless of the number of databases involved in the search. Metric captured at the platform level.

Searches_Federatedthe number of times a search is run through Federated Search Service/Engine. Metric captured at the database level.


Access Denials In Release 5, two types of access denial metrics are tracked.

No_licenseuser is unable to retrieve full‐text of a unique content because his/her institution does not have a license to the content.

Limit_Exceededuser is unable to retrieve full‐text of a unique content because his/her institution has exceeded access limits.


COUNTER Release 5: Data Types

Data_Type identifies the general type of content being accessed or for which usage is being reported.

This attribute is used when creating Standard Views for Books and Journals and is an optional parameter for the Title Master Report and can be used to generate summaries in a Database Master Report or Platform Master Report.

• Article• Book• Book Segment• Database• Dataset• Journal• Multimedia• Newspaper or Newsletter• Platform• Other• Repository Item• Report• Thesis or Dissertation

Data_Types

COUNTER Release 5: Section Types

Section_Type identifies whether content is delivered in “chunks” (sections) or item level. 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 Title Master Report.

• Article• Book• Chapter• Other• Section

Section_Types

COUNTER Release 5: Access Types

Access_Type describes the nature of access control that was in place when the content item was accessed.

This attribute is in “filtering” for Standard Views and Master Reports and is included in Book Usage by Access Type and Journal Usage by Access Type Standard Views. It’s primary role is to differentiate usage of gold open access content from content that requires a license.

OA_Delayed is content that became open access after an embargo period has expired.

* OA_Delayed is NOT part of the initial release of R5. It will be introduced at a future date (with sufficient advance notice) after further study.

• Controlled• OA_Gold• Other_Free_to_Read

(repositories only)• OA_Delayed* (reserved

for future use)

Access_Types

COUNTER Release 5: Access Methods

Access_Method indicates whether the usage related to investigations and requests activities were conducted 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 four Master Reports.

TDM usage is excluded from the standard views for Journal and Book usage.

• Regular• TDM

Access_Method

COUNTER Release 5: Year of Publication

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 version of record (normally the format that is published first) is used.

YOP is an option attribute in Title Master Report, Database Master Report and Platform Master Report. It appears as a column in the Journal Requests by YOP (Excluding OA_Gold) Standard View.

• yyyy• 0001 (unknown)• 9999 (articles in press)

YOP

27

Release 5 Reports

COUNTER Release 5:Title Report |Standard View Reports

Report ID

TR_B1

TR_B2

TR_B3

TR_J1

TR_J2

TR_J3

TR_J4

3

Release 51

2

4

Release 4

Key Changes

Title Reports TR_J1 vs JR 1

1. Limited to Controlled usage only

2. Shows additional Unique Item Requests metric

3. No HTML vs PDF metrics

4. Journals with zero usage are excluded

5

5. No Total for all journalsline


Release 5 TR_J1 report shows lower usage counts due to the exclusion of Gold OA usage

TR_J1 Usage = JR1 Usage – JR1 GOA

Key Changes

1


Key Changes1. Name of metric has

changed

Release 5

Release 4

Key ChangesTitle Reports TR_J3 vs JR 1/JR1 GOA

12

3

1. Shows usage by access type (total usage will matchJR1)

2. Shows additional metrics: Unique Item Requests Total Item InvestigationsUnique Item Investigations

3. No HTML vs PDF metrics

Release 5

Release 4

Key Changes


1

2

3

4 5

Release 5

Release 4

1. Limited to Controlledusage only

2. Shows additional Unique Item Requests metric

4. Each year has a separate line rather than being a column

3. No year grouping for older years

5. Usage is shown per month

Title Reports TR_B3 vs BR 2 Release 5

Release 4

Key Changes1. Usage split out by

access type1 23

2. Shows additional metrics: Unique Item Requests, Unique Title Requests, Total Item Investigations Unique Title Investigations

3. Publication year is shown for each book

Title Reports TR_B2 vs BR 3

12

Release 5

Release 4

Key Changes1. Metric has changed

name

2. Year of publication has been added

Title Reports TR_B3 vs BR 2 Release 5

Release 4

Key Changes1. Usage split out by access

type1 23

2. Shows additional metrics: Unique Item Requests, Unique Title Requests, Total Item Investigations Unique Title Investigations

3. Publication year is shown for each book

Platform Report PR_P1 (new for SD)

1

2

Key Changes1. Shows new metrics:

Unique Item Requests Unique Title Requests

2. Item Requests cover both books and journals

Scopus: Platform Report PR_P1 vs Platform Report

1

2

Key Changes

2. Regular Searches and Searches Federated and Automated are rolled up in Searches Platform

Release 4

Release 5

1. Shows new metric: Unique Item Requests

3

3. Total Item Requestsequals Record Views

Scopus: Database Report DR_D1 vs Platform Report

1

2

Key Changes

2. Result Click metric has been replaced by new metric Total Item Investigations

Release 4

Release 5

1. Searches Federated and Automated are split in two separate metrics

COUNTER 5 reporting widget in AdminTool & E‐PIC will allow creation of customized reports/ data feeds

Supplementary Report: Total Item Requests by Platform

Supplemental ReportAccount:C000000593:Elsevier ‐ Demonstration Account

Period covered by Report:2019‐01‐01 to 2019‐10‐31Date Run:

06/10/2019Total Item Requests

Journal Publisher Platform Total Total SD/JBS Total DUL Jan‐19 Feb‐19 Mar‐19Total for all journals SD/JBS & DUL 1177145 1153484 23661 89898 106156 102976Journal 1 Elsevier SD/JBS & DUL 40262 39453 809 19 60 25

Journal 2 Elsevier SD/JBS & DUL 3537 3466 71 42 21 66




Benefits:• Provides aggregate view with

transparency into platform types

• Easy to use format: 1 line/row per journal

Supplementary Report: Total Item Requests by Access Type

Supplemental ReportAccount:C000000593:Elsevier ‐ Demonstration Account

Period covered by Report:2019‐01‐01 to 2019‐10‐31Date Run:

06/10/2019Total Item Requests

Journal Publisher Platform Total Controlled OA Gold Jan‐19 Feb‐19 Mar‐19Total for all journals SD/JBS & DUL 1177145 1106516 70629 89898 106156 102976Journal 1 Elsevier SD/JBS & DUL 40262 37846 2416 19 60 25





Benefits:• Provides aggregate view with

transparency into access types

• Easy to use format: 1 line/row per journal

43

DUL in COUNTER R5 REPORTS

DistributedUsageLogging

DUL

Distributed Usage Logging (DUL) allows publishers to capture traditional usage activity related to their content that happens on sites other than their own so they can provide reports of “total usage” regardless of where that usage happens

Mendeley and Digital Science are collaborating to deliver DUL reporting with COUNTER Release 5

What does Distributed usage

logging (DUL) allow?

Framework to report usage of

DOI-identified content

A complete representation of

content usage

Report_Name Title Master ReportReport_ID TRRelease 5Institution_Name Johns Hopkins UniversityInstitution_IDMetric_Types Total_Item_RequestsReport_Filters Data_Type=JournalReport_AttributesExceptionsReporting_Period Begin_Date=2018‐09‐01; End_Date=2018‐11‐30Created 2019‐01‐14T15:15:29ZCreated_By Elsevier Services

Title Publisher Platform Print_ISSN Metric_Type

Reporting_Period_ Total Sep‐18 Oct‐18 Nov‐18

AASRI Procedia Elsevier ScienceDirect licensed content 2212‐6716 Total_Item_Requests 4 3 0 1ACC Current Journal Review Elsevier ScienceDirect licensed content 1062‐1458 Total_Item_Requests 2 0 0 2

AEU ‐ International Journal of Electronics and Communications Elsevier ScienceDirect licensed content 1434‐8411 Total_Item_Requests 28 8 11 9AKCE International Journal of Graphs and Combinatorics Elsevier ScienceDirect licensed content 0972‐8600 Total_Item_Requests 1 0 1 0AORN Journal Elsevier DUL Mendeley 0001‐2092 Total_Item_Requests 4 0 0 4AORN Journal Elsevier ScienceDirect licensed content 0001‐2092 Total_Item_Requests 113 52 38 23APCBEE Procedia Elsevier ScienceDirect licensed content 2212‐6708 Total_Item_Requests 4 3 1 0APS Journal Elsevier ScienceDirect licensed content 1058‐9139 Total_Item_Requests 4 2 0 2Academic Emergency Medicine Elsevier DUL Mendeley 1069‐6563 Total_Item_Requests 1 0 1 0Academic Pediatrics Elsevier ScienceDirect licensed content 1876‐2859 Total_Item_Requests 963 209 523 231Academic Radiology Elsevier DUL Mendeley 1076‐6332 Total_Item_Requests 3 0 3 0

DUL will be reported in the Master report

DUL usage on Mendeley

User downloads PDF copy of article from publisher site and stores it in their Mendeley Library

(log-in required)

COUNTER Reporting: Initial download only reported by Publisher

DUL transactions recorded:1) User downloads/ views/ reads a stored PDF in their Library2) User downloads/ reads a stored PDF shared in a Private Group 3) User searches Mendeley Catalogue and views/ downloads a

PDF (only OA)COUNTER Reporting: Subsequent views/ downloads reported

by Mendeley as DUL usage

Publisher

Mendeley

48

SUSHI for COUNTER R5

COUNTER Reports Delivery

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

Join our email forums

Contact to COUNTER with further questions/requests:

[email protected]

Additional information:

https://www.projectcounter.org

Release 5

LIBRARY CONNECT WEBINAR – February 21, 2019

Thank you and Questions

Lorraine EstelleCOUNTER Project Director

Elena Zapryanova‐HadjinikolovaDirector Analytics, ElsevierCOUNTER Executive Committee Member

https://libraryconnect.elsevier.com/library‐connect‐webinars

library webinar –february 21, 2019 counter code of … · 2019-02-25 · • book requests...

Documents