COUNTER Update John McDonald Libraries, Claremont University Consortium February 10, 2008
Original COUNTER Basics Librarians & publishers need online usage statistics Librarians to assess, support and plan their collections and infrastructure Publishers to assess journals, pricing models, provide editorial support But, standards & practical guidelines were missing Goal: credible, compatible, consistent publisher/vendor-generated statistics for the global information community Result: COUNTER Codes of Practice
New Reports New Specifications for Usage Reports What they should include What they should look like How and when they should be delivered Data Processing Guidelines Auditing  & Compliance COUNTER Release 3 Highlights (CoP3)
New Reports (CoP3) Journal Report 1  Full text article requests by month and journal Journal Report 1a* (  new with release 3 ) full text article requests from an archive by month and journal Journal Report 2 Turnaways by month and journal Journal Report 5* ( new with release 3 ) Full text article requests by year [of publication] and journal
New Reports (CoP3) Consortium Report 1 ( new with release 3) Full text journal article/book chapter requests by month ( xml only ) Consortium Report 2 (  new with release 3 ) Searches  by month and database ( xml only ) Database Report 1 Total searches and sessions by month and database Database Report 2 Turnaways by month and database Database Report 3 Searches and sessions by month and service
Specifications on Report Delivery Reports provided in XLS, CSV, or XML format Each report resides in a separate page of file Reports should be available on a password controlled web site Consortium must be able to access both consolidated and individual member reports from a single login Email or other alerting mechanism should be put in place
Data Processing Guidelines (CoP3) Comparability and consistency of usage statistics can be impacted by the handling of: Double clicks Return codes to count Federated Search Engines Internet robots LOCKSS and similar cache systems
Auditing (CoP3) An annual independent audit required for compliance to be certified by COUNTER 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 and impartial Part of ABC (Audit Bureau of Circulations) Providing website traffic audits for over 150 companies and certifying over 1400 domains Have successfully completed test audits on COUNTER usage reports
Auditing (CoP3) Current vendors had 18 months to pass an audit. New vendors will have 6 months to pass an audit. Audit status is published on the COUNTER website. Current statistics on listed vendors: Passed audit: 70% Audit not yet due: 20%  Audit overdue*: 10%  *  vendors who do not have or pass an audit by the due date will be dropped from the Register of Compliant Vendors
Review of New Features (CoP3) New reports Journal Report 1a (full text requests by archive) Journal Report 5 (breakdown by year of publication) Consortium reports (for full text requests by title and searches by database with breakdown by consortium member) Data processing Federated searching Internet robots and archives like LOCKSS Reports must be available in XML format Revised COUNTER XML Schema SUSHI support becomes a requirement for compliance
Associated Initiatives Usage Factor SUSHI CORE I2 PIRUS
Future Issues to Address Further refine auditing/compliance procedures Address new media materials (eBooks, podcasts, etc.) New communities (i.e. Museums, Art) Develop more robust database standards Focus on user-centered statistical standards Develop measures/statistics or tests to help in evaluation
Questions? Visit :  http://www.projectcounter.org   Or contact:  Peter Shepherd, COUNTER  [email_address]

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COUNTER Update

  • 1. COUNTER Update John McDonald Libraries, Claremont University Consortium February 10, 2008
  • 2. Original COUNTER Basics Librarians & publishers need online usage statistics Librarians to assess, support and plan their collections and infrastructure Publishers to assess journals, pricing models, provide editorial support But, standards & practical guidelines were missing Goal: credible, compatible, consistent publisher/vendor-generated statistics for the global information community Result: COUNTER Codes of Practice
  • 3. New Reports New Specifications for Usage Reports What they should include What they should look like How and when they should be delivered Data Processing Guidelines Auditing & Compliance COUNTER Release 3 Highlights (CoP3)
  • 4. New Reports (CoP3) Journal Report 1 Full text article requests by month and journal Journal Report 1a* ( new with release 3 ) full text article requests from an archive by month and journal Journal Report 2 Turnaways by month and journal Journal Report 5* ( new with release 3 ) Full text article requests by year [of publication] and journal
  • 5. New Reports (CoP3) Consortium Report 1 ( new with release 3) Full text journal article/book chapter requests by month ( xml only ) Consortium Report 2 ( new with release 3 ) Searches by month and database ( xml only ) Database Report 1 Total searches and sessions by month and database Database Report 2 Turnaways by month and database Database Report 3 Searches and sessions by month and service
  • 6. Specifications on Report Delivery Reports provided in XLS, CSV, or XML format Each report resides in a separate page of file Reports should be available on a password controlled web site Consortium must be able to access both consolidated and individual member reports from a single login Email or other alerting mechanism should be put in place
  • 7. Data Processing Guidelines (CoP3) Comparability and consistency of usage statistics can be impacted by the handling of: Double clicks Return codes to count Federated Search Engines Internet robots LOCKSS and similar cache systems
  • 8. Auditing (CoP3) An annual independent audit required for compliance to be certified by COUNTER 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 and impartial Part of ABC (Audit Bureau of Circulations) Providing website traffic audits for over 150 companies and certifying over 1400 domains Have successfully completed test audits on COUNTER usage reports
  • 9. Auditing (CoP3) Current vendors had 18 months to pass an audit. New vendors will have 6 months to pass an audit. Audit status is published on the COUNTER website. Current statistics on listed vendors: Passed audit: 70% Audit not yet due: 20% Audit overdue*: 10% * vendors who do not have or pass an audit by the due date will be dropped from the Register of Compliant Vendors
  • 10. Review of New Features (CoP3) New reports Journal Report 1a (full text requests by archive) Journal Report 5 (breakdown by year of publication) Consortium reports (for full text requests by title and searches by database with breakdown by consortium member) Data processing Federated searching Internet robots and archives like LOCKSS Reports must be available in XML format Revised COUNTER XML Schema SUSHI support becomes a requirement for compliance
  • 11. Associated Initiatives Usage Factor SUSHI CORE I2 PIRUS
  • 12. Future Issues to Address Further refine auditing/compliance procedures Address new media materials (eBooks, podcasts, etc.) New communities (i.e. Museums, Art) Develop more robust database standards Focus on user-centered statistical standards Develop measures/statistics or tests to help in evaluation
  • 13. Questions? Visit : http://www.projectcounter.org Or contact: Peter Shepherd, COUNTER [email_address]

Editor's Notes

  • #14: Any questions, thoughts, or reasons to call us crazy?