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COUNTER R4 to R5 - transition and comparison with JUSP - updated

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Updated slides from JUSP webinar on 5 December 2019

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COUNTER R4 to R5 - transition and comparison with JUSP - updated

  1. 1. COUNTER R4 to R5 transition and comparison with JUSP 5 December 2019
  2. 2. Session outline COUNTER R4 to R5 transition and comparison with JUSP 1.JUSP transition from R4 to R5 2.Institution/library transition from R4 to R5 3.New JUSP reports 4.Explanation of ‘unique’ metrics 5.Your questions
  3. 3. JUSP: transition from R4 to R5
  4. 4. JUSP R5 portal and reports COUNTER R4 to R5 transition and comparison with JUSP • JUSP launched new interface in April 2019 with Standard views and Custom views • Functionality to filter Master reports was introduced in July • Summary reports, SUSHI server and Data visualisations are in development
  5. 5. JUSP R5 collaboration and engagement activities COUNTER R4 to R5 transition and comparison with JUSP • Suppliers, publishers and stats providers • encourage transition, understand timescales, test reports and add datasets • Library community: Community Advisory Group and R5 co-design group • understand key challenges, how to support, what reports to develop and what priorities • provide training and support • COUNTER • common issues, communications and sharing info • Joint letter calling for COUNTER Release 5 compliance • https://www.sconul.ac.uk/publication/community-call-for-counter-release-5-compliance • coordinated by Jisc, SCONUL, RLUK, COUNTER, and the CC PLUS Steering Committee, and supported by international library consortia • International initiatives
  6. 6. JUSP R5 update: R4 and R5 publishers COUNTER R4 to R5 transition and comparison with JUSP https://jusp.jisc.ac.uk/participants/ 36 43 7 0 Title master report Platform master report Database master report Item master report Release 5 (R5) master reports added 2019 to date R4 data collection update: Still collecting – 27 suppliers (44 publishers) Stopped collecting – 40 publishers, including 4 which no longer supply R4 3 publishers no longer supply R4, but we have R5 data now – JSTOR, RSC, Wiley Emerald stopped supplying R4 data in June 2019) but their R5 reports are not yet ready
  7. 7. Current challenges and concerns for the community COUNTER R4 to R5 transition and comparison with JUSP Based on JUSP user interviews, co-design group workshop, community advisory group feedback, helpdesk enquiries, mailing list questions…. Understanding the new reports • new metrics, terminology and format • training and supporting staff • answering queries • theory vs practice Continuity of reporting • getting comparable metrics • interpreting real data • explaining changes R5 data availability • slow transition • incomplete data • keeping track of R4 and R5 • trusting R5 (and R4) data Integrating into existing workflows • unfamiliar formats and metrics • Standard Views have multiple lines for each title and no totals • More manipulation of spreadsheets required • ERMs not yet supporting R5
  8. 8. Opportunities COUNTER R4 to R5 transition and comparison with JUSP Librarians like… • Greater flexibility and granularity • enables more detailed analysis • De-duplication with unique item and title metrics • provides better comparisons between platforms and providers • E-book usage includes copyright year • easier package analysis • Wide availability of accesses denied (turnaways) data • supports consistent collections management processes • Gold open access usage and TDM usage excluded by default but available on demand • ideal for cost-per-use and also supports future reporting requirements BUT need more time and a full year of data before exploring and exploiting the full benefits
  9. 9. Confidence rating poll How confident are you in understanding and working with the R5 usage data? Scale of 1 to 10 1 = not at all confident 10 = extremely confident
  10. 10. New JUSP report features R4 transition reports and comparing R5 metrics
  11. 11. Overview of R5 title reports in JUSP COUNTER R4 to R5 transition and comparison with JUSP Title Master Report Pre-set filters Standard Views Custom views New Transition (R4/R5) Select own filters and display TR: Filter Title Master Report New display option added
  12. 12. Making comparisons with R4 data COUNTER R4 to R5 transition and comparison with JUSP TR: Transition (R4 <--> R5) • presents R5 data in the form and style of the R4 JR1 and BR2 • ‘counts’ are extracted from R5 title master report (TR) using filters specified in COUNTER guidance • offers quick and easy view without needing to use TR: Filter Title Master Report We selected as priorities for development as they support two immediate needs: • To analyse trends in usage over a few years • To report comparable data (internally and externally) Remember: These are NOT R4 JR1 and BR2 reports. They are closest equivalents based on R5 data. There will be some differences with the ‘real’ R4 reports for the same period. • This temporary report is intended to aid the transition from COUNTER R4 to R5 during 2019/20. • This report presents COUNTER R5 usage data in the style of an R4 report. The selection of data is consistent with section 13 of the COUNTER R5 CoP.
  13. 13. Report selection COUNTER R4 to R5 transition and comparison with JUSP
  14. 14. Screenshot showing report selection COUNTER R4 to R5 transition and comparison with JUSP
  15. 15. Screenshot showing report view COUNTER R4 to R5 transition and comparison with JUSP
  16. 16. Multiple Metric_Types per row COUNTER R4 to R5 transition and comparison with JUSP Alternative display for the custom views and filter report Use cases • compare multiple metrics for a title • understand the differences • demonstrate changes to others • dual reporting during the transition • easy to view report to share with others
  17. 17. Where to find the display options COUNTER R4 to R5 transition and comparison with JUSP
  18. 18. Two display options COUNTER R4 to R5 transition and comparison with JUSP
  19. 19. Journal example: Unique item requests COUNTER R4 to R5 transition and comparison with JUSP represents the number of unique content items requested in a user session 3 users access articles from same journal HTML HTML PDF PDF PDF This is counted in the TR as: Total item requests = 5 Unique items requests = 4
  20. 20. Book example: Unique title requests COUNTER R4 to R5 transition and comparison with JUSP represents the number of unique titles requested in a user session 3 users access different chapters in the same title (e.g. book) This is counted in the TR as: Total item requests = 11 Unique title requests = 4
  21. 21. Platform comparison COUNTER R4 to R5 transition and comparison with JUSP Scenario: a user goes to three different book platforms, views the first page and then downloads the whole book Platform 1 Platform 2 Platform 3 Arrangement Book is available as single PDF Book is divided into 10 chapters Book consists of 100 pages and user can select pages to download R4 BR1 as 2 whole book request BR2 as 11 section requests BR2 as 101 section requests R5 total item requests 2 11 101 R5 unique title requests 1 1 1
  22. 22. Your questions
  23. 23. Further training and support COUNTER R4 to R5 transition and comparison with JUSP • JUSP resources • Guides https://jusp.jisc.ac.uk/guides • Webinar recordings https://jusp.jisc.ac.uk/events-training • Workshops: • Manchester 12 February https://www.jisc.ac.uk/events/making-the-switch-to-counter-release-5-with-jusp-12-feb-2020 • London 25 February https://www.jisc.ac.uk/events/making-the-switch-to-counter-release-5-with-jusp-25-feb-2020 • Edinburgh – to be confirmed • COUNTER resources • Foundation classes https://www.projectcounter.org/counter-foundation-classes • Friendly guides https://www.projectcounter.org/friendly-guides-release-5 • FAQ https://www.projectcounter.org/frequently-asked-questions-faqs-counter-code-practice-release-5 • Webinars https://www.projectcounter.org/all-about-book-reports-and-metrics-webinar/ Contact us at help@jisc.ac.uk – mention JUSP in subject line

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