Laura Wong from Jisc presented on using COUNTER Release 5 reports in JUSP. She provided an overview of key R5 concepts like master reports, standard views, metrics and attributes. The presentation demonstrated the R5 reports available in JUSP, how to view and filter them. Uses of the reports include monitoring journal, book and database usage, compiling annual reports. Future planned features were outlined. Attendees were invited to get involved in testing and providing feedback to help develop the reports.

1. Working with COUNTER
Release 5 reports in JUSP
30 April 2019
Presented by Laura Wong, Jisc

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. COUNTER Release 5
Concepts and terminology

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. 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. 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. Other report filters: attributes
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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. 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. Using JUSP’s R5 reports

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. Demo
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16. Uses
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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. TR_J1: Journal Requests (excluding OA_gold)
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18. Comparison with R4 – JR1 excluding
backfile and GOA
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19. TR_J4: Journal Requests by YOP (Excluding OA_Gold)
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20. TR_B1: Book Requests (Excluding OA_Gold)
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21. Comparison with R4 – BR2
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22. TR_J2: Journal Access Denied
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23. TR_J3: Journal Usage by Access Type
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24. PR_P1: Platform Usage
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25. JUSP features planned
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•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. 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. 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. Questions
Please enter your questions in the chat

29. Contact us
Email help@jisc.ac.uk
Mention JUSP in subject line