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Working with COUNTER Release 5 reports in JUSP - 30 April 2019

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Slides from "Working with COUNTER Release 5 reports in JUSP" webinar on 30 April 2019.

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Working with COUNTER Release 5 reports in JUSP - 30 April 2019

  1. 1. Working with COUNTER Release 5 reports in JUSP 30 April 2019 Presented by Laura Wong, Jisc
  2. 2. Session outline Working with R5 reports in JUSP - 30 April 20192 1. COUNTER Release 5 concepts and terminology 2. Using the R5 reports in JUSP • Demo/walkthrough • Uses • Features in development and how to get involved 3. Further information 4. Your questions
  3. 3. COUNTER Release 5 Concepts and terminology
  4. 4. Clarity, consistency or confusion? Working with R5 reports in JUSP - 30 April 20194 Release 4 Platform Master Report Database Master Report Title Master Report Item Master Report Release 5 PR_P1 DR_D1 DR_D2 TR_J1 TR_J2 TR_J3 TR_J4 IR_M1 TR_B1 TR_B2 TR_B3 Userdefinedcustomviews JR1 • JR1a • JR1 GOA JR2 JR3 JR3 mobile JR4 JR5 BR1 BR2 BR3 BR4 BR5 BR7 DB1 DB2 PR1 MR1 MR2 TR1 TR1 mobile TR2 TR3 TR3 mobile Master Reports Standard viewsSeries of standalone reports *Reports in bold were required reports
  5. 5. Platform – database - title - item Working with R5 reports in JUSP - 30 April 20195 Master reports summarise user actions at different levels Platform interface from an aggregator, publisher, or other online service that delivers the content (databases, journals, books, videos, etc.) Examples: ScienceDirect, EBSCOhost, Wiley Online Library Database a collection of records Examples: Medline Title book, journal or reference work Examples: The Lancet, Oxford English Dictionary Item a granular unit of content e.g. a full text article in a journal, an abstract in a journal, a database record, a dataset, thesis, video in a database Example: E-book usage: counting the challenges and opportunities Not all are applicable to all suppliers or content hosts
  6. 6. Metrics : counting user actions Working with R5 reports in JUSP - 30 April 20196 Investigations  Total_Item_Investigations  Unique_Item_Investigations  Unique_Title_Investigations Requests  Total_Item_Requests  Unique_Item_Requests  Unique_Title_Requests Access denied  No_License  Limit_Exceeded Searches  Searches_Regular  Searches_Automated  Searches_Platform  Searches_Federated Master reports contain several metrics, but standard views are filtered to show only some
  7. 7. Other report filters: attributes Working with R5 reports in JUSP - 30 April 20197 Attributes say something about the type of content being used and provide a way of filtering usage. Along with the metrics types, these define the standard views. The elements and attributes we will see in the reports today are: • Access_Type – Controlled or OA_Gold • YOP – year of publication (version of record) e.g. 2019 – 0001 unknown, 9999 in press Others are also used to define the filtered standard views, but they aren’t visible in the reports: • Data_Type – e.g. Journal, Book • Section_Type - e.g. Article, Chapter (only applicable to TR) • Access_Method – Regular or Text and Data Mining processes (TDM) – Standard views only include regular
  8. 8. Summary so far 1. User actions can be summarised at different levels – Platform, Database, Title, Item – and there are 4 corresponding Master Reports 2. Not all reports are applicable to all suppliers or content hosts 3. Metrics count different types of user action e.g. investigations, searches, requests, denials 4. Attributes allow reports to be filtered or show a breakdown depending on requirements 5. Master reports are very detailed and offer lots of flexibility and granularity, but are very large and not all this detail is needed 6. Standard views are pre-set views with defined metrics and attributes to meet common use cases Working with R5 reports in JUSP - 30 April 20198 Key points
  9. 9. Using JUSP’s R5 reports
  10. 10. Reports in JUSP Working with R5 reports in JUSP - 30 April 201910 Master reports Full reports containing all counts and details Standard views Filtered views of the master reports summarising usage JUSP custom views Simplified view with added information such as core titles Your custom views Set filters to summarise usage to meet your requirements Other reports and visualisations Summary, usage profiling, trends etc.
  11. 11. Demo Working with R5 reports in JUSP - 30 April 201911
  12. 12. Working with R5 reports in JUSP - 30 April 201912
  13. 13. Working with R5 reports in JUSP - 30 April 201913
  14. 14. Working with R5 reports in JUSP - 30 April 201914
  15. 15. Working with R5 reports in JUSP - 30 April 201915
  16. 16. Uses Working with R5 reports in JUSP - 30 April 201916 What else do you need to do? •Monitor and evaluate journal usage •Monitor and evaluate book usage •Monitor and evaluate database usage •Compile annual reports (e.g. SCONUL) •Regular reporting •Compare usage with last year •Identify high demand titles
  17. 17. TR_J1: Journal Requests (excluding OA_gold) Working with R5 reports in JUSP - 30 April 201917
  18. 18. Comparison with R4 – JR1 excluding backfile and GOA Working with R5 reports in JUSP - 30 April 201918
  19. 19. TR_J4: Journal Requests by YOP (Excluding OA_Gold) Working with R5 reports in JUSP - 30 April 201919
  20. 20. TR_B1: Book Requests (Excluding OA_Gold) Working with R5 reports in JUSP - 30 April 201920
  21. 21. Comparison with R4 – BR2 Working with R5 reports in JUSP - 30 April 201921
  22. 22. TR_J2: Journal Access Denied Working with R5 reports in JUSP - 30 April 201922
  23. 23. TR_J3: Journal Usage by Access Type Working with R5 reports in JUSP - 30 April 201923
  24. 24. PR_P1: Platform Usage Working with R5 reports in JUSP - 30 April 201924
  25. 25. JUSP features planned Working with R5 reports in JUSP - 30 April 201925 •Create your own view from master reports •Database master reports and views •Item master reports/multimedia views •SCONUL return report •Summary reports •Individual title view •Trend reports •Usage profiling •Data visualisations What else would you like to see?
  26. 26. How you can get involved Working with R5 reports in JUSP - 30 April 201926 1. Contact the helpdesk with questions, ideas and suggestions 2. Join our co-design group For those eager to be involved in the design process, we are looking for 4-6 people to work with us to collaborate in designing new reports that exploit R5 data. • Have you already started to think about what you can do with the new reports? • Are you able to attend a face-to-face session in Manchester? (Travel expenses will be covered) • Give your time for testing and feedback? • Are you from a Jisc member HE and FE institution? If you have any questions or would like to take part, please contact us at help@jisc.ac.uk
  27. 27. Further resources and information Working with R5 reports in JUSP - 30 April 201927 JUSP webinars will be scheduled as new features and reports are released. • JUSP’s introductory guide to R5 reports - Support > Guides > Introduction to COUNTER Release 5 reports in JUSP https://jusp.jisc.ac.uk/guides/r5- reports.html • COUNTER’s Friendly Guide to Release 5 for Librarians - https://www.projectcounter.org/friendly-guide-release-5-librarians/ • COUNTER’s foundation classes and webinar recordings - https://www.youtube.com/channel/UCptZRuV5XbtP-jWkTckDpIA • COUNTER FAQ https://www.projectcounter.org/frequently-asked-questions-faqs- counter-code-practice-release-5/
  28. 28. Questions Please enter your questions in the chat
  29. 29. Contact us Email help@jisc.ac.uk Mention JUSP in subject line

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