consistency, clarity, simplification and continuous maintenance

Transcription

1 consistency, clarity, simplification and continuous maintenance

2 Why COUNTER? Provides a standard for how online usage statistics are recorded and reported Lays the groundwork for a shared conversation A living standard that continues to evolve

3 How is COUNTER used? Provides quantitative data for how much resources are used Illuminates the relative value of resources Plays a role in the renewal process

4

5 Objective Release 5 seeks 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

6 COUNTER Release 5 A PREVIEW OF THE CURRENT DRAFT OF THE CODE OF PRACTICE

7 Seeking Balance Consistency Simplicity Flexibility Clarity

8 Consistency Seek consistency in... report layout, between formats, and in vocabulary

9 Simplicity Simplify the CoP with... fewer standard reports, and fewer metric types that are combined with additional item & usage attributes.

10 Flexibility Introduce flexibility... through filters and reporting options that address specialized reporting needs without creating one-off optional COUNTER reports.

11 Clarity Clearly define... metric types and qualifying actions, processing rules, and formatting expectations.

12 The Reports FEWER REPORTS BUT MORE FLEXIBILITY

13 COUNTER Release 5: List of Reports (Standard) Platform Report 1 Database Report 1 Database Report 2 Journal Title Report 1 Journal Title Report 2 Book Report 1 Book Report 2 Article Report 1 Multimedia Item Report 1 Item Report 1 Item Component Report 1 Usage by Month and Platform Usage by Month and Database/Collection Access Denied by Month and Database/Collection Usage by Month and Journal Title Access Denied by Month and Journal Title Usage by Month and Book Title Access Denied by Month and Book Title Usage by Month and Article Usage by Month and Multimedia Item Usage by Month and Item Usage by Month and Repository Item with Components PLATFORM DATABASE/ COLLECTION TITLE ITEM

14 COUNTER Release 5: List of Reports (Expanded) Expanded Platform Report Expanded Database Report Expanded Title Report Expanded Item Report Activity by Month and Platform Activity by Month and Database/Collection Activity by Month and Title Activity by Month and Item reports in R4 reduced to reports in R5. Optional reports eliminated!

15 Metric Types & Related Attributes SIMPLICITY AND CLARITY

16 A Transaction related to a content item Intent Metric Type items_investigated; items_requested, unique_item_investigated, unique_items_requested Click Item Name Item IDs Title ISSN, ISBN, DOI, etc. ITEM Data_Type Section_Type Journal, Book Chapter, Article, etc. Is_Archive YOP Y, N yyyy (year of publication)

17 COUNTER Release 5: Metric Types Release 4 Abstract audio data_set ft_epub ft_html ft_html_mobile ft_pdf ft_pdf_mobile ft_ps ft_ps_mobile ft_total image multimedia no_license other podcast record_view reference result_click search_fed search_reg sectioned_html toc turnaway video Release 5 items_investigated items_requested unique_items_investigated unique_items_requested searches_regular searches_federated searches_automated searches_platform no_license user_limit_exceeded metric types in R4 reduced to in R5. Format-specific metrics eliminated!

18 COUNTER Release 5: Metric Types items_investigated & unique_items_investigated: provides a means of showing value or interest in a book or journal (or cumulatively in a database even when full text may not be available). Replaces result_clicks, record_views and various other specialized metrics. items_requested & unique_items_requested reduces the effect of the user interface on counts. Replaces format-specific metrics like ft_html, ft_pdf, etc.

19 COUNTER Release 5: Metric Types searches_regular Searches conducted by users where the user selected the database. Attributed at the database/collection level only. searches_federated Searches conducted by a federated search engine where the user in interacting with a user interface operating on a different host. Typically, each search is conducted against multiple databases. searches_automated Searches conducted by a discovery service or other automated search agent where the user hasn t chosen the databases to search. searches_platform Searches conducted by a user on the host platform without regard for the number of databases or collections being searched. Attributed only at the platform level.

20 COUNTER Release 5: Additional Attributes Data_Type Describes the level of reporting and/or nature of material, e.g. book, journal, database, platform, etc. Contributes to assessment of books vs journals vs multimedia etc. Access_Type Indicates if the item the activity applies to was free-to-read or access controlled by a license. Options: Controlled; OA_Gold; OA+Green and Other_Free-to-Read. Contributes to assessment of current subscriptions. Is_Archive Indicates if the item the activity applies to included in a separately licensed archive (e.g. backfile). Contributes to assessment of archives and current subscriptions. YOP Year of publication. Contributes to assessment of archives and current subscriptions.

21 Report Formats CONSISTENCY BETWEEN REPORTS

22 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 my month

23 COUNTER Release 5: Report Formats

24 COUNTER Release 5: Report Formats

25 COUNTER Release 5: Report Formats

26 COUNTER Release 5: Report Formats

27 COUNTER Release 5: Flexibility through Expanded Reports Report Name: Expanded Title Report (R5) Report Description: Activity by Month and Title Institution Name: Sample University Institution ID: proprietary:sampu Metric Types: Items_Investigated; Items_Requested; Unique_Items_Investigated; Unique_Items_Requested Report Filters: Data_Type=Journal Report Attributes: Show=Access_Type; Is_Archive; YOP Exceptions: Period covered by Report: to Date run: 10/7/2016 Title Publisher Publisher ID Platform Data_Type DOI Proprietary ID Print ISSN Online ISSN Access_Type Is_Archive YOP Metric Type Reporting Period Total Jan-2015 Feb-2015 M

28 Sample Use Cases COUNTER R5 REPORTS IN ACTION

29 Cost-per-use for Current Subscriptions Filter Journal Title Report 1 to include only Data_Type = Journal Access_Type = Controlled Is_Archive = N Metric Type = unique_items_requested Statistics represent usage of content available through current subscriptions that are not otherwise available as free-to-read.

30 Identify new journals to license Use Title Report 1 Include YOP and all title-level metrics Titles with high counts of no_license and unique_items_investigated are being looked at by your patrons. Use the YOP to see if they are looking at current materials vs older content. The Access_Type also tells you if they are looking at content that requires a license or content that is free-to-read.

31 Community Effort COLLABORATIVE DESIGN, COMMUNITY INPUT

32 Project timeline Sep - Dec Jan- Mar April - June July 17 Dec 18 Conceive Design Develop Consult Check Discuss Review Revise Improve Post Publish Connect Support Guide Encourage