COUNTER Update
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Transcript of COUNTER Update
COUNTER Update
John McDonaldLibraries, Claremont
University ConsortiumNovember 7, 2007
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 from initial compliance to
pass an audit.
• New vendors declaring COUNTER compliance will have 6 months to successfully pass an audit.
• Audit status is include in the chart showing compliant vendors
• 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