Insights into COUNTER Release 5 Usage Reports and Metric Types

Explore the significance of Using Release 5 and its impact on decision-making at the UKSG 42nd Annual Conference. Delve into the development processes, technical aspects, and master reports essential for strategic decision-making. Gain insights into metric types for Investigations and Requests in COUNTER Release 5, offering valuable user action data related to content items and requests.

• COUNTER Release 5
• Usage Reports
• Metric Types
• Decision-making
• UKSG

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1. Using Release 5 Using Release 5 Usage Reports Usage Reports for strategic for strategic decision making decision making UKSG 42nd Annual Conference Telford | 8-10 April 2019 Irene Barbers, Forschungszentrum J lich

2. Development of Release 5 Development of Release 5 Technical Sub-Group for the development of Release 5 Executive Committee Technical Advisory Group Input of wider membership through consultation Members create and maintain the Code of Practice

3. Title Master Report Four Four Master Reports are the Foundation of COUNTER R5 Reports Database Master Report Platform Master Report Item Master Report

4. Title Master Report Journal Requests (Excluding OA_Gold) Journal Access Denied Journal Usage by Access Type Journal Requests by YOP (Excluding OA_Gold) Book Requests (Excluding OA_Gold) Book Access Denied Book Usage by Access Type Standard Views Standard Views address the most common use cases Database Master Report Database Search and Item Usage Database Access Denied Platform Master Report Platform Usage Item Master Report Journal Article Requests Multimedia Item Requests

5. COUNTER Release 5: Metric Types COUNTER Release 5: Metric Types 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_Investigations the total number of times a content item or information related to a content item was accessed. Unique_Item_Investigations the number of unique content items investigated by a user in a session. Unique_Title _Investigations the number of unique titles investigated by a user in a session (only applies to Books).

6. COUNTER Release 5: Metric Types COUNTER Release 5: Metric Types 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_requests the total number of times the full text of a content item was downloaded or viewed. Unique_Item_requests the number of unique content items requested by a user in a session. Unique_Title _requests the number of unique titles requested by a user in a session (only applies to Books)

7. View abstract Link to Link Resolver View cited references Link to ILL form Metric Types: Investigations vs Requests View HTML full text Requests View PDF View content View article preview

8. Title Report|Standard View Reports Title Report|Standard View Reports Title Report Standard View Name Report ID Journal Requests (Excluding OA_Gold) TR_J1 Journal Access Denied TR_J2 Journal Usage by Access Type TR_J3 Journal Requests by YOP (Excluding OA_Gold) TR_J4 Book Requests (Excluding OA_Gold) TR_B1 Book Access Denied TR_B2 Book Usage by Access Type TR_B3

9. Title Reports TR_J1 vs JR 1 Title Reports TR_J1 vs JR 1 - - Example 1 Example 1 Release 5 1. Limited to Controlled usage only 1 2 2. Two metrics per journal 4 3. No HTML or PDF metrics 4. Journal with zero usage excluded Release 4 5. No total for all journals line 3 5

10. Title Reports TR_J1 vs JR 1 Title Reports TR_J1 vs JR 1 Example 1 Example 1 Release 5: TR_J1 Release 5 TR_J1 report shows lower usage counts due to the exclusion of Gold OA usage TR_J1 Usage = JR1 Usage JR1 GOA Release 4: JR1 Release 4: JR1 GOA

11. Title Reports TR_J1 vs JR 1 Title Reports TR_J1 vs JR 1 Example 1 Example 1 Release 5: TR_J1 Total Item Requests vs Reporting period total (excluding OA_Gold) Unique Item Request vs PDF + HTML Release 4: JR1 Release 4: JR1 GOA

12. Title Reports TR_J1 vs JR 1 Title Reports TR_J1 vs JR 1 Example 2 Example 2 Release 5: TR_J1 Total Item Requests vs Reporting period total (excluding OA_Gold) Unique Item Request vs PDF + HTML Release 4: JR1 Release 4: JR1GOA

13. Unique vs Total / PDF vs HTML Unique vs Total / PDF vs HTML Release 5 Release 4 Unique Item Requests Ratio Unique vs. Total Total Item Requests HTML usage (excluding GOA) PDF usage (excluding GOA) Example 1 704 452 0,64 430 274 255 215 0,84 100 156 Example 2

14. Cost per Use Calculations Cost per Use Calculations Cost per Use for Journal with 1.000 EUR/GBP/USD Subscription Fee 0.00 1.00 2.00 3.00 4.00 5.00 6.00 7.00 Release 5 TR_J1 Total Item Requests: 704 1.42 Release 4 JR1 Reporting Period Total - JR1GOA Reporting Period Total: 704 1.42 Release 5 TR_J1 Unique Item Requests: 452 2.21 Release 4 JR1 Reporting Period PDF - JR1GOA Reporting Period PDF: 274 3.65 Release 5 TR_J1 Total Item Requests: 255 3.92 Release 4 JR1 Reporting Period Total - JR1GOA Reporting Period Total: 255 3.92 Release 5 TR_J1 Unique Item Requests: 215 4.65 Release 4 JR1 Reporting Period PDF - JR1GOA Reporting Period PDF: 155 6.45

15. Title Reports TR_J3 vs JR 1/JR1 GOA Title Reports TR_J3 vs JR 1/JR1 GOA Release 5 1. Shows usage by access type 1 2. Shows all Investigations and Requests metrics 2 3. No HTML or PDF metrics Release 4 3

16. Title Reports TR_J4 vs JR 5 Title Reports TR_J4 vs JR 5 Release 5 1 1. Limited to Controlled Usage only 5 4 2 2. Two metrics for each journal 3. No year grouping for older years 4. Usage is shown per month Release 4 3

17. Title Reports TR_B1 vs BR 2 Title Reports TR_B1 vs BR 2 Release 5 1. Publication Year is shown for each book 1 2 2. Two metric types per book 3 3. Unique Title Requests as a consistent metric for all book providers Release 4

18. Title Reports TR_B3 vs BR 2 Title Reports TR_B3 vs BR 2 Release 5 1. Usage split out by access type 1 2. All applicable metric types 2 Release 4

19. Cost per Use Calculations Cost per Use Calculations Cost per Use for Book with 100 EUR/GBP/USD Fee 0.00 20.00 40.00 60.00 80.00 100.00 120.00 Release 5 TR_B1 Unique Title Requests: 1 100.00 Release 5 TR_B1 Total Item Requests: 46 2.17 Release 5 TR_B3 Unique Item Requests: 23 4.35 Release 4 BR2 Reporting Period Total: 46 2.17

20. Platform Report PR_P1 vs Platform Report Platform Report PR_P1 vs Platform Report Release 5 1. Regular Searches and Searches Federated rolled up in Searches Platform 1 2. Unique Item Requests covers both book and journal usage 2 Release 4 3. Total Item Requests equals Record views 3

21. Database Report DR_D1 vs Platform Report Database Report DR_D1 vs Platform Report Release 5 1. Searches Federated and Automated are split in two separate metrics 2. Result Click metric has been replaced by new metric Total Item Investigations 1 Release 4 2

22. COUNTER Release 5: Metric Types COUNTER Release 5: Metric Types Searches There 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_Automated the 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_Federated the number of times a search is run through Federated Search Service/Engine. Metric captured at the database level Searches_Platform the 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.

23. COUNTER Release 5: Implementation and COUNTER Release 5: Implementation and Compliance Compliance Organisations working towards Release 5 compliance: https://www.projectcounter.org/about/organisations-working- towards-release-5-compliance/ Providers that are already successfully audited on Release 5

24. Online Tutorials on our COUNTER YouTube channel

25. Contact to COUNTER: lorraine.estelle@counterusage.org Additional Informationen: https://www.projectcounter.org i.barbers@fz-juelich.de ORCID: 0003-2011-7444 Twitter: @irene_barbers