Information update from the JUSP team on progress with COUNTER Release 5

1. JUSP and COUNTER Release 5 update
March 2019

2. Session summary
•COUNTER Release 5
•JUSP Release 5 status update
•Transition timeline
•Supplier data
•JUSP Release 5 service and interface
•Key changes
•Introduction to user interface
•Your questions
2

3. COUNTER Release 5: what and why

4. COUNTER Release 5: what and why
• The R4 Code of Practice was complex
• Inconsistencies in reports, metric types and formats
• Needs have evolved and continue to evolve
• R5 seeks balance between addressing changing needs and reducing
the complexity of the Code of Practice to ensure that all publishers
and content providers are able to achieve compliance

5. Consistency
Improved comparability
across journal platforms
Better book usage
statistics
Flexibility
Four Master Reports
with detail
Standard Views for
quick analysis and cost
per use calculations
Date
stamped
compliance

6. Master
Reports
Release 5 of the
COUNTER Code of
Practice has four
Master Reports
covering a very wide
spectrum of activities
Platform
Master
Report
Database
Master
Report
Title Master
Report
Item Master
Report

7. “Standard Views”
Sets of pre-defined
attributes and
filters for the
corresponding
Master Report
Address the Most
Common Use Cases
Platform Master Report
Platform Usage
Database Master Report
Database Search and Item Usage
Database Access Denied
Title Master Report
Book Requests (Excluding OA_Gold)
Book Access Denied
Book Usage by Access Type
Journal Requests (Excluding OA_Gold)
Journal Access Denied
Journal Usage by Access Type
Journal Requests by YOP (Excluding OA_Gold)
Item Master Report
Journal Article Requests
Multimedia Item Requests

8. USAGE
Investigations and
Requests are the two
Metric Type families
which show user actions
25 metric types in R4
reduced to 12 in R5.
Format-specific metrics
eliminated!
Release 5 metric types
total_item_investigations
total_item_requests
unique_item_investigations
unique_item_requests
unique_title_investigations
unique_title_requests
searches_regular
searches_federated
searches_automated
searches_platform
no_license
limit_exceeded

9. JUSP and COUNTER Release 5 (R5)
Status update

10. What it means for JUSP
10
•Standards & protocols: COUNTER and SUSHI
•Scale: around 250 institutions & 90 suppliers
•Support:
•Supporting libraries in applying and making effective use of the standard
•Supporting library workflows and processes
•Supporting publishers and suppliers in implementing the standard and transition from
Release 4 to Release 5

11. JUSP Release 5 transition timeline
11
July to
December 2018
•COUNTER CoP R5
published
•Requirements
specified
•Publisher and supplier
liaison commenced
•Back end
developments
•New interface
developed
•R5 supplier services
tested
January to
March 2019
•COUNTER R5
mandatory
•R4 data collection
continued
•R5 supplier services
tested
•R5 reports evaluated &
feedback provided
•R5 data collection
implemented
•JUSP custom reports
& views developed
April 2019
•Soft launch of R5
service
•Training delivered
•Support materials
available
•R5 data collection
implemented /
continued
May 2019
onwards
•Summary, trend and
usage profiling reports
delivered
•SCONUL report
developed in
consultation with
SCONUL
•Data visualisations
delivered
•R5 data collection
implemented /
continued
•R5 service evaluated

12. Approach to development
12
Data
•Working with suppliers to ensure R5 compliant reports are available as soon as possible
•However, availability in JUSP is dependent on suppliers being Release 5 compliant
•COUNTER Release 4 (non-compliant) reports to be collected to include March 2019 data (in
April)
•COUNTER Release 5 reports to be collected from January 2019
•Soft launch of R5 service
•As services and reports become available we will back fill data to January 2019
•3 month overlap which will provide a means of comparison
•Once we have a suitable aggregation of data, we will develop summary, trend and usage
profiling reports to support known user requirements
Reports

13. Supplier data: March 2019 progress update
13
R5 data in
production
• 2 services
• Elsevier
ScienceDirect
• SPIE
R5 data in pre-
production
• 59 services
R5 service not yet
ready for testing
• 26 services

14. What you can do
14
•OUP: respond to JUSP request for OUP credentials sent to site reps
•Keep up-to-date with JUSP Release 5 developments by visiting:
https://jusp.jisc.ac.uk/news/counter5.html
•R5 services not yet available:
•Remind suppliers of the importance of R5 compliance to encourage transition ASAP
•A list of relevant providers will be made available through the portal in April

15. R5 service and interface

16. Key changes to JUSP R5
16
What will change?
•Simplified login and authorisation– no second pop-up box and
seamless access between areas
•New reporting area for Release 5 reports
•Updated home page after log in
•Access to a smaller number of reports and visualisations but with more
flexibility to amend parameters
•Access to complete aggregator reports for journals in addition to books,
databases and platform reports (Release 5 only)
•JUSP titles and deals functionality discontinued for Release 5 service

17. Introduction to the UI
17

18. Further resources
18
Monitor
the JUSP transition update: https://jusp.jisc.ac.uk/news/counter5.html
(Includes links to COUNTER resources)
Watch
Deep Dive into COUNTER Code of Practice Release 5
https://libraryconnect.elsevier.com/articles/webinar-now-available-deep-dive-counter-code-
practice-release-5
Attend
JUSP Release 5 training webinar on 30th April 2019

19. Your questions