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COUNTER:
Counting "
Online Usage of "
NeTworked
Electronic
Resources 

     Presented by Sonya True
What is
COUNTER?
COUNTER is…

   NOT a technology or an application but is…

   Acronym for “Counting Online Usage of NeTworked
    Electronic Resources.”

   International Initiative designed to serve librarians,
    publishers, consortia + intermediaries (i.e. full-text
    aggregators and subscription agents).

   Standards Guidelines for the recording, reporting +
    exchange of online usage statistics for electronic
    resources.
COUNTER is…
   MORE than standards documentation

   A Code of Practice for counting online usage statistics

   Series of practice codes that address"
        
1. Terminology"
        
2. Report layout + format"
        
3. Processing of usage data"
        
4. What categories or filters should be available"
        
5. Report delivery"
        +
        
 "
        
6. Compliance + auditing process"
        
7. Code maintenance + development"
        
8. Governance
But why
can’t we rely
on vendor
usage
statistics?
Mark Twain said “There
are 3 kinds of lies – lies,
damned lies, and
statistics.”"

There’s a 4th kind of lie…"

Vendor/Publisher
Usage Statistics.
Vendor Statistics Tower of Babel
 Vendors collected usage statistics but had their
 OWN DEFINITIONS.
                   (AND)
 Generally did NOT SHARE statistics with customers.


     
      
   (THEREFORE)"
                  PROJECT COUNTER "
  bringing librarians and vendors together to jointly
       develop standards = (COLLABORATION)
                          +
       give usage statistics (CREDIBILITY) +
  (COMPARABILITY) + (CONSISTENCY) + (VISIBILITY).
COUNTER’s Pyramid of Standards

   MEANS to transition from vendor-specific to COUNTER-
   compliant usage statistics.




                                   Compliant +
                                     Credible




                                   Comparable




                     Consistent
                 Collaborate
How was
COUNTER
started?
Project COUNTER beginnings

                       Supported by
                        NISO, ARL,
                       AAP + others




         Launched in
            United
         Kingdom on
         March 2002
                              Evolved in 2000 from
                                several initiatives
                                 including PALS
                                 (Publishers and
                               Libraries Solutions)
                                 Usage Statistics
                                 Working Group
Project COUNTER"
organization founded.
   Governed by
                           Steering
                          Committee




                                  Richard
                                Gedye, Chair
                                  (Oxford
                                 University
                                   Press)




                            Peter
                         Shepherd,
                           Project
                           Director
                          (Harcourt
                         Publishers)
Project COUNTER’s"
3 initial goals.
          Develop
                          extendible
                            COP to


                     1
                            govern
                          usage data




                      2
            GAIN
                                 worldwide
                                information
                                  industry
                                  support


                      3
                           CREATE
                          sustainable
                          supportive
                            biz/tech
                             model
International Advisory Board

                          Gayle Baker      
 University of Tennessee, USA

COUNTER’s Organization
   Diana Bittern 
 Knovel, USA
                          Lars Bjornshauge Lund University, Sweden
                          Johan Bollen 
 MESUR, USA
                          Patricia Brennan Thomson Scientific, USA
                          Todd Carpenter 
 NISO, USA
                          Diane Costello 
 CAUL, Australia
                          John Cox         
 NUI Galway, Ireland
                          Brian Crebs      
 Safari Books, USA
                          Lorraine Estelle 
 JISC, UK
                          Emily Gillingham Wiley, UK
                          Brian Green      
 BIC/EDItEUR, UK
                          Tony Hammond 
 Nature Publishing Group, UK
                          Timo Hannay 
 Nature Publishing Group, UK
                          Warren Holder 
 University of Toronto, Canada
                          Ruth Jones       
 MyiLibrary, USA 
                          Heather Joseph ARL, USA
                          Kornelia Junge 
 Wiley, Germany
                          Bernd Kaemper 
 University of Stuttgart, Germany
                          Shinya Kato      
 University of Tokyo, Japan
                          Alexander Kousnetsov NERC, Russia
                          Martha Kyrillidou Association of Research Libraries
                          Judy Luther         Informed Strategies, USA
                          Caren Milloy 
 JISC, UK
                          Ross MacIntyre 
 University of Manchester, UK
                          Kirsty Meddings
 Ingenta, UK
                          Lisa Moske       
 California State University, USA
                          James Mouw 
 University of Chicago, USA
                          David Nicholas 
 CIBER, UK
                          Henning Nielsen
 Novo Nordisk, Denmark
                          Bo Ohstrom       
 National Library of Denmark
                          Jill O’Neill     
NFAIS, USA
                          Norman Paskin 
DOI, UK
                          Bill Russell     
Emerald, UK
                          Wendy Queen 
MUSE, USA
                          Ian Russell      
ALPSP, UK
                          John Sack        
HighWire Press, USA
                          Sherrie Schmidt
Arizona State University, USA
TIMELINE: "
Usage statistics efforts
Why do we
need
standardized
usage
statistics?
Signs of the times
              Multiple
             Electronic
             Resources
   Access
                Online



             Now
E-journal Lifecycle
E-journal Lifecycle: EVALUATE
The NEED for online usage statistics

  Libraries and consortia needs
  The reality is majority of academic journal budget is now
     focused on digital journals + databases.
  Assess value of different online products and services.
  Support collection development.
  Justify materials expenditure budget proposals.

  Publishers’ needs
  Experiment with new pricing models
  Assess relative importance of different channels by which
    information reaches market.
      Provide editorial support.
      Plan infrastructure.
Why do librarians collect usage
statistics?
     Because they must
       Government + funding bodies may require them
       Management asks for them
       Industry associations expect them
     To inform renewal decisions
       Overall use
       Cost-per-use
     Support cancellation decisions
     Manage e-resources + tools and programs that support
     them
Why do librarians collect usage
statistics? 




$
So, what’s in
COUNTER?
project
counter.org
COUNTER Codes of Practice
     Definitions of terms used
     Specifications for Usage Reports
       a)  What they should include
       b)  What they should look like
       c)  How + when they should be delivered
     Data processing guidelines
     Auditing
     Compliance
COUNTER Current Codes of Practice
   Journals + Databases"
   Release 3 (August 2008)




   Books + Reference Works"
   Release 1 (March 2006)
Journal and database usage reports
     Journal Report 1
     Number of successful full-text requests by month + journal
     Journal Report 1a
     Number of successful full-text requests from an ARCHIVE by month +
        journal
     Journal Report 2
     Turnaways by month + journal
     Journal Report 5
     Number of successful full-text article requests by year + journal 
     Database Report 1
     Total searches and sessions by month + database
     Database Report 2
     Turnaways by month + database
     7. Database Report 3 
        Total searches and sessions by month + service
Example of Journal Usage Report
 EBSCO using COUNTER Journal Report 1: "
 No. of Successful Full-Text Article Requests by Month & Year
Example of Journal Usage Report
JOURNAL REPORT 2: Turnaways by Month + Journal
Example of Journal Usage Report
JOURNAL REPORT 5: No. of Successful Full-Text Article
Requests by Year and Journal
Example of Database Usage Report
DATABASE REPORT 1: Total Searches and Session by
Month and Database
Book and reference usage reports
     Book Report 1 
    Number of successful requests by month + title
     Book Report 2
     Number of successful SECTION requests by month + title
     Book Report 3
     Turnaways by month + title
     Book Report 4
     Turnaways by month + service
     Book Report 5
     Total searches and sessions by month + title
     Book Report 6
     Total searches and sessions by month + service
Example of Ebook Usage Report
BOOK REPORT 5: Total Searches and Session by Month + Title
Consortium usage reports
   Consortium Report 1
  Number of successful full-text journal article or book chapter requests 
    by month
   Consortium Report 2
   
Total searches by "
    month + database



     in XML ✒
Example of Consortium Usage Report
Number of"
successful"
full-text"
journal "
article"
or"
book "
chapter"
requests"
by month
The Audit
    Independent audit is now required 
    Audit is online, using scripts provided in the
     Code of Practice
    Auditor can be:
          Any Chartered Accountant
           Another COUNTER-approved auditor
    ABCE is the first COUNTER-approved auditor
            Industry-owned + Not-for-profit
             Independent + impartial
              Part of ABC (Audit Bureau of Circulations)
               Providing web traffic audits for over 150
                companies + certifying over 1400 domains
                Successfully completed test audits on
                COUNTER usage reports
So, who’s
COUNTER-
compliant?
100+ vendors, 20K+ journals, ebooks, ref works
OCLC
EBSCO
Ovid
Wiley
Illumina
ProQuest
Springer
MPS
CSA




            U. Of Wisconsin Press, Oxford U. Press, Wiley, Taylor & Francis
New and Upcoming
   NOW: SUSHI 
      NISO Standard: “Standardized Usage Statistics Harvesting
       Initiative”
      Web-based service model that automatically downloads
       vendor reports

   IN DEVELOPMENT: Project PIRUS
      “Publisher + Institutional Repository Usage Statistics”
      Apply COUNTER principles to article-level statistics
        Focus on institutional + subject repositories 
        Example: PubMed Central
COUNTER helps maintain collection growth,
weed control, sustainability and viability.

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Ad

COUNTER Usage Statistics

  • 1. COUNTER: Counting " Online Usage of " NeTworked Electronic Resources Presented by Sonya True
  • 3. COUNTER is…   NOT a technology or an application but is…   Acronym for “Counting Online Usage of NeTworked Electronic Resources.”   International Initiative designed to serve librarians, publishers, consortia + intermediaries (i.e. full-text aggregators and subscription agents).   Standards Guidelines for the recording, reporting + exchange of online usage statistics for electronic resources.
  • 4. COUNTER is…   MORE than standards documentation   A Code of Practice for counting online usage statistics   Series of practice codes that address" 1. Terminology" 2. Report layout + format" 3. Processing of usage data" 4. What categories or filters should be available" 5. Report delivery" + " 6. Compliance + auditing process" 7. Code maintenance + development" 8. Governance
  • 5. But why can’t we rely on vendor usage statistics?
  • 6. Mark Twain said “There are 3 kinds of lies – lies, damned lies, and statistics.”" There’s a 4th kind of lie…" Vendor/Publisher Usage Statistics.
  • 7. Vendor Statistics Tower of Babel Vendors collected usage statistics but had their OWN DEFINITIONS. (AND) Generally did NOT SHARE statistics with customers. (THEREFORE)" PROJECT COUNTER " bringing librarians and vendors together to jointly develop standards = (COLLABORATION) + give usage statistics (CREDIBILITY) + (COMPARABILITY) + (CONSISTENCY) + (VISIBILITY).
  • 8. COUNTER’s Pyramid of Standards MEANS to transition from vendor-specific to COUNTER- compliant usage statistics. Compliant + Credible Comparable Consistent Collaborate
  • 10. Project COUNTER beginnings Supported by NISO, ARL, AAP + others Launched in United Kingdom on March 2002 Evolved in 2000 from several initiatives including PALS (Publishers and Libraries Solutions) Usage Statistics Working Group
  • 11. Project COUNTER" organization founded. Governed by Steering Committee Richard Gedye, Chair (Oxford University Press) Peter Shepherd, Project Director (Harcourt Publishers)
  • 12. Project COUNTER’s" 3 initial goals. Develop extendible COP to 1 govern usage data 2 GAIN worldwide information industry support 3 CREATE sustainable supportive biz/tech model
  • 13. International Advisory Board Gayle Baker University of Tennessee, USA COUNTER’s Organization Diana Bittern Knovel, USA Lars Bjornshauge Lund University, Sweden Johan Bollen MESUR, USA Patricia Brennan Thomson Scientific, USA Todd Carpenter NISO, USA Diane Costello CAUL, Australia John Cox NUI Galway, Ireland Brian Crebs Safari Books, USA Lorraine Estelle JISC, UK Emily Gillingham Wiley, UK Brian Green BIC/EDItEUR, UK Tony Hammond Nature Publishing Group, UK Timo Hannay Nature Publishing Group, UK Warren Holder University of Toronto, Canada Ruth Jones MyiLibrary, USA Heather Joseph ARL, USA Kornelia Junge Wiley, Germany Bernd Kaemper University of Stuttgart, Germany Shinya Kato University of Tokyo, Japan Alexander Kousnetsov NERC, Russia Martha Kyrillidou Association of Research Libraries Judy Luther Informed Strategies, USA Caren Milloy JISC, UK Ross MacIntyre University of Manchester, UK Kirsty Meddings Ingenta, UK Lisa Moske California State University, USA James Mouw University of Chicago, USA David Nicholas CIBER, UK Henning Nielsen Novo Nordisk, Denmark Bo Ohstrom National Library of Denmark Jill O’Neill NFAIS, USA Norman Paskin DOI, UK Bill Russell Emerald, UK Wendy Queen MUSE, USA Ian Russell ALPSP, UK John Sack HighWire Press, USA Sherrie Schmidt Arizona State University, USA
  • 16. Signs of the times Multiple Electronic Resources Access Online Now
  • 19. The NEED for online usage statistics Libraries and consortia needs The reality is majority of academic journal budget is now focused on digital journals + databases. Assess value of different online products and services. Support collection development. Justify materials expenditure budget proposals. Publishers’ needs Experiment with new pricing models Assess relative importance of different channels by which information reaches market. Provide editorial support. Plan infrastructure.
  • 20. Why do librarians collect usage statistics?   Because they must   Government + funding bodies may require them   Management asks for them   Industry associations expect them   To inform renewal decisions   Overall use   Cost-per-use   Support cancellation decisions   Manage e-resources + tools and programs that support them
  • 21. Why do librarians collect usage statistics? $
  • 24. COUNTER Codes of Practice   Definitions of terms used   Specifications for Usage Reports a)  What they should include b)  What they should look like c)  How + when they should be delivered   Data processing guidelines   Auditing   Compliance
  • 25. COUNTER Current Codes of Practice   Journals + Databases" Release 3 (August 2008)   Books + Reference Works" Release 1 (March 2006)
  • 26. Journal and database usage reports   Journal Report 1 Number of successful full-text requests by month + journal   Journal Report 1a Number of successful full-text requests from an ARCHIVE by month + journal   Journal Report 2 Turnaways by month + journal   Journal Report 5 Number of successful full-text article requests by year + journal   Database Report 1 Total searches and sessions by month + database   Database Report 2 Turnaways by month + database 7. Database Report 3 Total searches and sessions by month + service
  • 27. Example of Journal Usage Report EBSCO using COUNTER Journal Report 1: " No. of Successful Full-Text Article Requests by Month & Year
  • 28. Example of Journal Usage Report JOURNAL REPORT 2: Turnaways by Month + Journal
  • 29. Example of Journal Usage Report JOURNAL REPORT 5: No. of Successful Full-Text Article Requests by Year and Journal
  • 30. Example of Database Usage Report DATABASE REPORT 1: Total Searches and Session by Month and Database
  • 31. Book and reference usage reports   Book Report 1 Number of successful requests by month + title   Book Report 2 Number of successful SECTION requests by month + title   Book Report 3 Turnaways by month + title   Book Report 4 Turnaways by month + service   Book Report 5 Total searches and sessions by month + title   Book Report 6 Total searches and sessions by month + service
  • 32. Example of Ebook Usage Report BOOK REPORT 5: Total Searches and Session by Month + Title
  • 33. Consortium usage reports   Consortium Report 1 Number of successful full-text journal article or book chapter requests by month   Consortium Report 2 Total searches by " month + database in XML ✒
  • 34. Example of Consortium Usage Report Number of" successful" full-text" journal " article" or" book " chapter" requests" by month
  • 35. The Audit   Independent audit is now required   Audit is online, using scripts provided in the Code of Practice   Auditor can be:   Any Chartered Accountant   Another COUNTER-approved auditor   ABCE is the first COUNTER-approved auditor   Industry-owned + Not-for-profit   Independent + impartial   Part of ABC (Audit Bureau of Circulations)   Providing web traffic audits for over 150 companies + certifying over 1400 domains   Successfully completed test audits on COUNTER usage reports
  • 37. 100+ vendors, 20K+ journals, ebooks, ref works OCLC EBSCO Ovid Wiley Illumina ProQuest Springer MPS CSA U. Of Wisconsin Press, Oxford U. Press, Wiley, Taylor & Francis
  • 38. New and Upcoming   NOW: SUSHI   NISO Standard: “Standardized Usage Statistics Harvesting Initiative”   Web-based service model that automatically downloads vendor reports   IN DEVELOPMENT: Project PIRUS   “Publisher + Institutional Repository Usage Statistics”   Apply COUNTER principles to article-level statistics Focus on institutional + subject repositories Example: PubMed Central
  • 39. COUNTER helps maintain collection growth, weed control, sustainability and viability.