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

JUSPSTATS
JUSPSTATS

Updated slides from JUSP webinar on 5 December 2019

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

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COUNTER R4 to R5 transition
and comparison with JUSP
5 December 2019
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
JUSP: transition from R4 to R5
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
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
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
Ad

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

  • 1. COUNTER R4 to R5 transition and comparison with JUSP 5 December 2019
  • 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
  • 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. 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. 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. 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. 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. 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. New JUSP report features R4 transition reports and comparing R5 metrics
  • 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. 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. Report selection COUNTER R4 to R5 transition and comparison with JUSP
  • 14. Screenshot showing report selection COUNTER R4 to R5 transition and comparison with JUSP
  • 15. Screenshot showing report view COUNTER R4 to R5 transition and comparison with JUSP
  • 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. Where to find the display options COUNTER R4 to R5 transition and comparison with JUSP
  • 18. Two display options COUNTER R4 to R5 transition and comparison with JUSP
  • 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. 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. 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
  • 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