A new role for COUNTER usage data in open access agreements
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The document discusses the role of COUNTER usage data in open access agreements, highlighting its relevance to libraries, publishers, and funders. It outlines opportunities presented by COUNTER 5.1, including improved reporting definitions and item-level statistics, while addressing challenges faced by institutions in utilizing this data. The conference emphasizes the need for collaboration and innovative approaches to better harness usage statistics for developing effective open access initiatives.
A new role for COUNTER usage data in open access agreements
- 1. A new role for COUNTER usage data in open access agreements UKSG 46th Annual Conference 13-15 April 2023 Breakout Group C Laura Wong, Jisc Opportunities and challenges
- 2. Outline 1. Background 2. Opportunities with COUNTER 5.1 3. Perspectives: use cases and challenges 4. Practical approaches UKSG April 2023 - A new role for COUNTER usage data in open access agreements 2
- 3. Background Factors and overview of work
- 4. Internal drivers •Usage data services •JUSP: collects institutional PR, TR, and DR from providers and brings together •IRUS: produces COUNTER conformant global IR and PR for repositories and makes openly available •Evidence-based conversations with publishers and libraries •Range and volume of Jisc negotiated agreements UKSG April 2023 - A new role for COUNTER usage data in open access agreements 4 40 13 10 3 2 1 Transitional Community based OA community framework Native OA Subcribe to Open Green Number of 2023 agreements by type
- 5. External factors UKSG April 2023 - A new role for COUNTER usage data in open access agreements 5 • Impact on stats collectors and stats providers • Focus on OA - opportunities COUNTER 5.1 • Requirements • New audience Funder policies
- 6. Exploring OA usage reporting UKSG April 2023 - A new role for COUNTER usage data in open access agreements 6 Done • Engagement with strategic groups • Consortium usage data included in TA dashboards • Library interviews and focus group • Internal discussions Doing • Global usage stats: publisher survey and sample data • Institutional item reports in JUSP Up next • Prototype dashboards using global usage stats from publishers • Case study using institutional repository usage data
- 7. Opportunities with COUNTER 5.1
- 8. A note about global and item stats • Usage attributed to “The World” – all usage excluding robots • May be broken down by country of use • Platform, title, database or item reports • All other COUNTER attributes the same “Global stats” • Usage attributed to an individual article, book chapter, video etc. • Report and standard views, also individual items or collection of items “Item level reporting” UKSG April 2023 - A new role for COUNTER usage data in open access agreements 8
- 9. Changes in COUNTER 5.1 relevant to OA •Improved definitions for “open” •Focus on item reporting •Audit for repositories •Global and item reports recommended •Changes make global and item reports easier to deliver UKSG April 2023 - A new role for COUNTER usage data in open access agreements 9
- 10. Perspectives: use cases and challenges Libraries and Jisc
- 11. Motivations and drivers for institutions • Delivering value for money • Continue to fund OA initiatives Acquisitions roles • Ensuring funder compliance • Promoting open access and engagement Research support roles UKSG April 2023 - A new role for COUNTER usage data in open access agreements 11
- 12. Current practice •Working groups and internal reporting •Transitioning budgets •Usage statistics used to evaluate “read” UKSG April 2023 - A new role for COUNTER usage data in open access agreements 12
- 13. Where do usage stats fit in an OA context? Making a case for a deal • What is the value or benefit to our institution in participating in this deal? Continuing to fund OA initiatives • Are there global benefits to OA? Can we demonstrate that these deals are having a positive impact towards sustainability goals? Promoting OA to researchers and institution • What is the reach of an item? • How does usage of OA compare with subscribed? • How is usage impacted by version, OA license, and availability status? Increasing use • How can we improve content discovery and engagement? UKSG April 2023 - A new role for COUNTER usage data in open access agreements 13 Institutional perspective
- 14. Where do usage stats fit in an OA context? Meeting sector needs • Which titles in the publisher’s portfolio are most important in the UK context? Which are “high value”? • To what extent are UK needs being met by OA content? Monitoring trends • What are the usage trends over the last couple of years at journal and portfolio level? • Are we seeing more usage of open compared to closed content? Understanding the landscape • What’s the global impact of flipped journals? • Where does the UK sit in the international landscape? UKSG April 2023 - A new role for COUNTER usage data in open access agreements 14 Consortium perspective
- 15. What usage data do we need? UKSG April 2023 - A new role for COUNTER usage data in open access agreements 15 There’s still interest in… •Paywalled usage •Usage aggregated by title or journal •Usage aggregated by publisher •Usage attributed to institutions •Annual trends But also interest in… •Global usage of both open and paywalled content •Total usage of open content in the UK (not just attributed to the institution) •Global reach and country of use
- 16. Challenges for libraries 1. “We don’t know what we’re doing” 2. “We don’t know what we can do” 3. “We don’t have capacity and our systems don’t make it easy” 4. “We need to put usage stats in a bigger picture” UKSG April 2023 - A new role for COUNTER usage data in open access agreements 16
- 17. Practical approaches Collect and connect
- 18. A pragmatic approach to item reports in JUSP – part 1 UKSG April 2023 - A new role for COUNTER usage data in open access agreements 18 Getting data in Taking advantage of planned changes in 5.1 • Dropping components reduces size, complexity and frequency of issues. Validating reports • A little bit more lenient in some areas, but still rigorous where it matters. Availability • 60 providers in JUSP with IR. Reviewed 38 so far. 18 look good, the remainder have issues. Types of issues • Missing metric counts • Missing canonical identifiers and mismatching proprietary identifiers • Confusing relationships between Items and Parents
- 19. A pragmatic approach to item reports in JUSP – part 2 •Basic reporting options •Improved search functionality •Extended SUSHI API UKSG April 2023 - A new role for COUNTER usage data in open access agreements 19 Getting data out
- 20. Global usage: focusing on analysis •Engage with publishers to explore use cases •Prototype data visualisations using publisher supplied global usage reports •Journal level •Quadrant analysis (with number of authors) •Case study: Institutional repository usage stats UKSG April 2023 - A new role for COUNTER usage data in open access agreements 20 Testing use cases for global usage reports
- 21. Summary / closing thoughts •There is a collective need to understand and monitor transition •COUNTER has the building blocks and is evolving to support OA •We need to work with data in a different way •Although we won’t see “5.1” reports for a while, there are things we can start doing now UKSG April 2023 - A new role for COUNTER usage data in open access agreements 21
- 22. Questions?