COUNTER Workshop Overview
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The document provides information about the COUNTER initiative for consistently reporting online usage statistics. It discusses how libraries use COUNTER reports to diagnose access problems, inform decisions, and create metrics. Specific COUNTER reports like JR1 and DB1 are explained which provide statistics on full-text article requests and database searches. The document also reviews how to analyze COUNTER data by considering parameters, looking for patterns and outliers, and contextualizing numbers. Beyond COUNTER statistics, it notes other metrics vendors provide for items like books, music, videos, and images.
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COUNTER Workshop Overview
- 2. Counting Online Usage of NeTworked Electronic Resources Standard for consistent reporting of usage data across platforms and format types An international initiative, launched March 2002 Regularly updated Now on Release 4 of the COUNTER Code of Practice for e- Resources Introduction to COUNTER
- 3. Diagnose access problems Inform decisions Create metrics (e.g. cost per use) ARL reports How do libraries use COUNTER?
- 4. JR1 = Number of successful full-text article requests by month and journal JR5 = Number of successful full-text article requests by year of publication and journal DB1 = Total searches, result clicks and record views by month and database BR1 = Number of successful title requests by month and title BR2 = Number of successful section requests by month and title COUNTER: Access Reports
- 5. JR2 = Access denied to full-text articles by month, journal, and category DB2 = Access denied by month, database and category BR3 = Access denied to content items by month, title and category BR4 = Access denied to content items by month, platform, and category COUNTER: Turnaway Reports
- 6. COUNTER reports up close
- 7. Number of successful full-text article requests by month & title Journal Report 1 (JR1)
- 9. Number of successful title requests by month & title Book Report 1 (BR1)
- 11. Number of successful section requests by month & title Book Report 2 (BR2)
- 13. Total Searches, Result Clicks, and Record Views by Month and Database Database Report 1 (DB1)
- 17. Full stats collected twice a year Half-year report (Jan-June) collected in July/Aug Full year report (Jan-Dec) collected in Jan/Feb Stored on Library site for self-service use Custom stats run on request Email Zhongren Lin and Angela Sidman Sent directly to requestor COUNTER at Yale
- 18. Yale’s Usage Statistics Website
- 19. Consider parameters What report am I reviewing? What date range is covered? Working with COUNTER data
- 20. Gale DB1 2014 Gale BR2 2014
- 21. Consider parameters What report am I reviewing? What date range is covered? Look for patterns Are there any outliers in these numbers? Working with COUNTER data
- 22. Patterns and Outliers 0 2,000 4,000 6,000 8,000 10,000 12,000 14,000 JAN- 2014 FEB- 2014 MAR- 2014 APR- 2014 MAY- 2014 JUN- 2014 JUL- 2014 AUG- 2014 SEP- 2014 OCT- 2014 NOV- 2014 DEC- 2014 SECTIONREQUESTS PROJECT MUSE Project MUSE (BR2) Fairly typical pattern for an academic calendar
- 24. Patterns and Outliers With the September 2013 usage spike filtered out
- 25. Interrogate the numbers JR2: Access Denied to Full-text Articles by Month, Journal and Category Journal Report 2 (R4) Yale University Period covered by Report: 2013-01-01 to 2013-12-31 Date run: 2015-03-02 Journal Access Denied Category Reporting Period Total Jan-2013 Feb-2013 Mar-2013 Apr-2013 May-2013 Jun-2013 Jul-2013 Aug-2013 Sep-2013 Oct-2013 Nov-2013 Dec-2013 Journal of Employment Counseling Access denied: content item not licenced 0 0 0 0 0 0 0 0 0 1 0 1 Journal of Engineering Education Access denied: content item not licenced 33 0 2 2 0 1 2 13 2 5 2 2 2 Journal of Evidence‐Based Medicine Access denied: content item not licenced 34 0 0 5 5 7 3 12 0 0 0 1 1 Journal of Flood Risk Management Access denied: content item not licenced 16634 1 0 2 3 1 16615 0 6 4 2 0 0
- 26. Consider parameters What report am I reviewing? What date range is covered? Look for patterns Are there any outliers in these numbers? Contextualize the data Bring in price information Consider outside events like security breaches or platform changes Look for meaningful comparisons with a similar product Working with COUNTER data
- 27. Cost-per-use example Databases 2011/12 cost 2011 usage (projected*) Year 1 cost/use 2012/13 cost 2012 usage Year 2 cost/use 2013/14 cost 2013 usage Year 3 cost/use Total Searches Run $15,720 252 $62.38 $16,349 413 $39.59 $17,003 238 $71.44 Total Sessions $15,720 82 $191.71 $16,349 66 $247.71 $17,003 605 $28.10 Books 2011/12 cost 2011 usage (projected*) Year 1 cost/use 2012/13 cost 2012 usage Year 2 cost/use 2013/14 cost 2013 (projected**) Year 3 cost/use Successful section requests $15,720 665 $23.64 $16,349 336 $48.66 $17,003 14 $1,214.50 *We only have 2011 usage data for both books and databases for August through December; I’ve projected it out for the entire year. *We only have 2013 usage data for books for January through August; I’ve projected it out for the entire year.
- 28. Don’t study numbers in a vacuum 0 2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000 18,000 20,000 JAN- 2014 FEB- 2014 MAR- 2014 APR- 2014 MAY- 2014 JUN- 2014 JUL- 2014 AUG- 2014 SEP- 2014 OCT- 2014 NOV- 2014 DEC- 2014 SECTIONREQUESTS PROJECT MUSE & ACLS HUMANITIES Project MUSE (BR2) ACLS (BR2)
- 29. Beyond COUNTER…
- 30. Counts every time a Yale user checks out a book. WHO: User status is recorded (Undergrad, Grad, Faculty) WHEN: Date & time of transaction CIRCULATION Counts every time a Yale user accesses a book (BR1) or a section(BR2). WHO: User is from Yale (on campus or on VPN) WHEN: Monthly and annual totals COUNTER (BR1 / BR2) Books: COUNTER & CIRCULATION
- 31. COUNTER & CIRCULATION Reports 0 2,000 4,000 6,000 8,000 10,000 12,000 14,000 JAN- 2014 FEB- 2014 MAR- 2014 APR- 2014 MAY- 2014 JUN- 2014 JUL- 2014 AUG- 2014 SEP- 2014 OCT- 2014 NOV- 2014 DEC- 2014 SECTIONREQUESTS PROJECT MUSE Project MUSE (BR2) 0 1,000 2,000 3,000 4,000 5,000 6,000 JAN- 2014 FEB- 2014 MAR- 2014 APR- 2014 MAY- 2014 JUN- 2014 JUL- 2014 AUG- 2014 SEP- 2014 OCT- 2014 NOV- 2014 DEC- 2014 TRANSACTIONS BASS LIBRARY CIRCULATION Faculty Graduate Undergraduate
- 32. Vendors offer other statistics in addition to COUNTER reports. Beyond COUNTER… 0 200,000 400,000 600,000 800,000 1,000,000 1,200,000 1,400,000 2009 2010 2011 2012 2013 2014 Ebrary - COUNTER BR2 Ebrary - COUNTER BR2 0 200,000 400,000 600,000 800,000 1,000,000 1,200,000 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 Ebrary - Pages Viewed Ebrary - Pages Viewed
- 33. 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 10,000 Naxos - 2013 Tracks Played Logins Recordings Naxos Music Library Music Online (Alexander Street Press) American Song Classical Music Library Contemporary World Music Smithsonian Global Sound Beyond COUNTER… Vendors with content offering is not currently compatible with COUNTER initiative.
- 34. Video Digital Theatre Plus Lynda.com Met Opera on Demand Naxos Video Library Theatre in Video Beyond COUNTER… Vendors with content offering is not currently compatible with COUNTER initiative. 0 2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000 Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14 Aug-14 Sep-14 Oct-14 Nov-14 Dec-14 Lynda.com Views Distinct Videos Viewed Accounts
- 35. Image Resources ARTstor Beyond COUNTER… 0 50000 100000 150000 200000 250000 300000 350000 400000 2009 2010 2011 2012 2013 2014 ARTStor Events Events 0 5000 10000 15000 20000 2009 2010 2011 2012 2013 2014 ARTStor Sessions Sessions
- 36. Consider parameters What report am I reviewing? What date range is covered? Look for patterns Are there any outliers in these numbers? Contextualize the data Bring in price information. Consider outside events like security breaches or platform changes. Look for meaningful comparisons with a similar product. Ask questions Can’t explain it? Ask for an explanation. COUNTER Report Analysis Checklist
- 37. Julie Linden Angela Sidman Sarah Tudesco Thank You
Editor's Notes
- Angela
- Angela Three Codes of Practice: CoP for E-resources. Release 4 valid from Jan. 2014 onward CoP for Articles. Valid from March 2014 onward CoP of Usage Factors
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- Angela Excel usage examples available at: http://www.projectcounter.org/code_practice.html
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- Sarah Journal Report 1 – Number of successful title requests by month & title From COUNTER Compliance – A step by step Guide for Vendors
- Sarah Cell is the most popular journal on the Elsevier ScienceDirect platform.
- Sarah Book Report 1 – Number of successful title requests by month & title “This report applies only to those titles where the entire title may only be requested by customers as a single file, as opposed to by individual sections, in which case Book Report 2 applies” From COUNTER Compliance – A step by step Guide for Vendors
- Sarah Example – Dictionary of Diplomacy (Palgrave Connect) A title view is recorded when you go to the title and interact – either using the web viewer or when you select a download option. You could be there for a few seconds, or spend an hour with the title – the system record the first interaction.
- Sarah Book Report 2 – Number of successful section requests by month & title “this report applies to all book titles not covered by Book Report 1. A Section is a subdivision of a book or reference work (eg a chapter or encyclopaedia entry), which is the next organizational level down from the complete title. ” From COUNTER Compliance – A step by step Guide for Vendors
- Sarah Example: Venceremos – The Erotics of Black Self-Making in Cuba (Project MUSE) A section view is recorded every time someone downloads a PDF chapter.
- Sarah Database Report 1 (DB1) “this report applies to all book titles not covered by Book Report 1. A Section is a subdivision of a book or reference work (eg a chapter or encyclopaedia entry), which is the next organizational level down from the complete title. ” From COUNTER Compliance – A step by step Guide for Vendors
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- Julie For example, for Gale, the usage statistics site has JR, DB, and BR reports. You may need to open them up to see in which report a particular product is counted. Note that not all COUNTER reports are posted to the usage statistics site – but you can always request those. Look at 3 years to get a feel for usage trends – increasing, holding steady, decreasing? Factors such as growth in the amount of content (more titles?) and cost changes are relevant.
- Julie In fact, Gale counts ECCO in two places. The database report provides search and record views info, while the book report provides section request info. (The section requests in BR2 does not equal the record views in DB1 – but it’s close!) You might ask of DB1 – why so few result clicks?
- Julie We just saw what seems to be an outlier in the Gale data. Maybe we don’t worry about the “result clicks” number too much, because we have several other metrics that add up to a consistent picture of use. It’s helpful to understand the patterns so that you know an outlier when you see one.
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- Julie Vogue – what do you think explains the September 2013 spike in Vogue usage?
- Julie It’s OK to set the outliers aside to get a truer picture of usage patterns.
- Julie Categories are: content item not licensed simultaneous/concurrent user license limit exceeded JR2 report for Wiley journals, 2013. You might look at the denial number for Journal of Flood Risk Management and think: “whoa, we have to subscribe to that!” We asked Wiley about that outlier. They were able to look at what IP addresses were attempting to access the journal. Their reply was: ““the denials seem to come from a small a few IPs centered around 130.132 which YALE have registered on their account therefore either the customers Ips were hacked or someone has run a crawler. I would discard this usage as it is too inflated to be done be a real person.”
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- “Sage Research Methods Online.” Nathan Rupp calculated cost per use on three years of usage data (although he had to do projections for two of those years). Both DB and BR reports were available, so he used both. We checked to make sure the resource was discoverable – e.g., in Orbis, were there title-level records for the SRMO books? (There were.) This was a cost-shared database, so consultation with CSSSI. Decision to cancel.
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- Sarah Ebrary provides a variety of alternate statistics. By maintaining these proprietary statistics, we have data back to the beginning of the product. The COUNTER data collection did not start until 2009.
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