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Presentation given at ER&L, February 10, 2008

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  • COUNTER Update

    1. 1. <ul><li>COUNTER Update </li></ul><ul><li>John McDonald </li></ul><ul><li>Libraries, Claremont University Consortium </li></ul><ul><li>February 10, 2008 </li></ul>
    2. 2. Original COUNTER Basics <ul><li>Librarians & publishers need online usage statistics </li></ul><ul><ul><li>Librarians to assess, support and plan their collections and infrastructure </li></ul></ul><ul><ul><li>Publishers to assess journals, pricing models, provide editorial support </li></ul></ul><ul><li>But, standards & practical guidelines were missing </li></ul><ul><li>Goal: credible, compatible, consistent publisher/vendor-generated statistics for the global information community </li></ul><ul><li>Result: COUNTER Codes of Practice </li></ul>
    3. 3. <ul><li>New Reports </li></ul><ul><li>New Specifications for Usage Reports </li></ul><ul><ul><li>What they should include </li></ul></ul><ul><ul><li>What they should look like </li></ul></ul><ul><ul><li>How and when they should be delivered </li></ul></ul><ul><li>Data Processing Guidelines </li></ul><ul><li>Auditing & Compliance </li></ul>COUNTER Release 3 Highlights (CoP3)
    4. 4. New Reports (CoP3) <ul><li>Journal Report 1 </li></ul><ul><ul><li>Full text article requests by month and journal </li></ul></ul><ul><li>Journal Report 1a* ( new with release 3 ) </li></ul><ul><ul><li>full text article requests from an archive by month and journal </li></ul></ul><ul><li>Journal Report 2 </li></ul><ul><ul><li>Turnaways by month and journal </li></ul></ul><ul><li>Journal Report 5* ( new with release 3 ) </li></ul><ul><ul><li>Full text article requests by year [of publication] and journal </li></ul></ul>
    5. 5. New Reports (CoP3) <ul><li>Consortium Report 1 ( new with release 3) </li></ul><ul><ul><li>Full text journal article/book chapter requests by month ( xml only ) </li></ul></ul><ul><li>Consortium Report 2 ( new with release 3 ) </li></ul><ul><ul><li>Searches by month and database ( xml only ) </li></ul></ul><ul><li>Database Report 1 </li></ul><ul><ul><li>Total searches and sessions by month and database </li></ul></ul><ul><li>Database Report 2 </li></ul><ul><ul><li>Turnaways by month and database </li></ul></ul><ul><li>Database Report 3 </li></ul><ul><ul><li>Searches and sessions by month and service </li></ul></ul>
    6. 6. Specifications on Report Delivery <ul><li>Reports provided in XLS, CSV, or XML format </li></ul><ul><li>Each report resides in a separate page of file </li></ul><ul><li>Reports should be available on a password controlled web site </li></ul><ul><li>Consortium must be able to access both consolidated and individual member reports from a single login </li></ul><ul><li>Email or other alerting mechanism should be put in place </li></ul>
    7. 7. Data Processing Guidelines (CoP3) <ul><li>Comparability and consistency of usage statistics can be impacted by the handling of: </li></ul><ul><ul><li>Double clicks </li></ul></ul><ul><ul><li>Return codes to count </li></ul></ul><ul><ul><li>Federated Search Engines </li></ul></ul><ul><ul><li>Internet robots </li></ul></ul><ul><ul><li>LOCKSS and similar cache systems </li></ul></ul>
    8. 8. Auditing (CoP3) <ul><li>An annual independent audit required for compliance to be certified by COUNTER </li></ul><ul><li>Audit is online, using scripts provided in the Code of Practice </li></ul><ul><li>Auditor can be: </li></ul><ul><ul><li>Any Chartered Accountant </li></ul></ul><ul><ul><li>Another COUNTER-approved auditor </li></ul></ul><ul><li>ABCE is the first COUNTER-approved auditor </li></ul><ul><ul><li>Industry-owned </li></ul></ul><ul><ul><li>Not-for-profit </li></ul></ul><ul><ul><li>Independent and impartial </li></ul></ul><ul><ul><li>Part of ABC (Audit Bureau of Circulations) </li></ul></ul><ul><ul><li>Providing website traffic audits for over 150 companies and certifying over 1400 domains </li></ul></ul><ul><ul><li>Have successfully completed test audits on COUNTER usage reports </li></ul></ul>
    9. 9. Auditing (CoP3) <ul><li>Current vendors had 18 months to pass an audit. </li></ul><ul><li>New vendors will have 6 months to pass an audit. </li></ul><ul><li>Audit status is published on the COUNTER website. </li></ul><ul><li>Current statistics on listed vendors: </li></ul><ul><ul><li>Passed audit: 70% </li></ul></ul><ul><ul><li>Audit not yet due: 20% </li></ul></ul><ul><ul><li>Audit overdue*: 10% </li></ul></ul><ul><li>* vendors who do not have or pass an audit by the due date will be dropped from the Register of Compliant Vendors </li></ul>
    10. 10. Review of New Features (CoP3) <ul><li>New reports </li></ul><ul><ul><li>Journal Report 1a (full text requests by archive) </li></ul></ul><ul><ul><li>Journal Report 5 (breakdown by year of publication) </li></ul></ul><ul><ul><li>Consortium reports (for full text requests by title and searches by database with breakdown by consortium member) </li></ul></ul><ul><li>Data processing </li></ul><ul><ul><li>Federated searching </li></ul></ul><ul><ul><li>Internet robots and archives like LOCKSS </li></ul></ul><ul><li>Reports must be available in XML format </li></ul><ul><li>Revised COUNTER XML Schema </li></ul><ul><li>SUSHI support becomes a requirement for compliance </li></ul>
    11. 11. Associated Initiatives <ul><li>Usage Factor </li></ul><ul><li>SUSHI </li></ul><ul><li>CORE </li></ul><ul><li>I2 </li></ul><ul><li>PIRUS </li></ul>
    12. 12. Future Issues to Address <ul><li>Further refine auditing/compliance procedures </li></ul><ul><li>Address new media materials (eBooks, podcasts, etc.) </li></ul><ul><li>New communities (i.e. Museums, Art) </li></ul><ul><li>Develop more robust database standards </li></ul><ul><li>Focus on user-centered statistical standards </li></ul><ul><ul><li>Develop measures/statistics or tests to help in evaluation </li></ul></ul>
    13. 13. Questions? Visit : Or contact: Peter Shepherd, COUNTER [email_address]