1. COUNTER Update Peter Shepherd Project Director COUNTER STM Innovations Seminar, 2 December 2005

2. COUNTER Goals Credible, compatible, consistent publisher/vendor- generated statistics for the global information community Libraries and consortia need online usage statistics To assess the value of different online products/services To support collection development To plan infrastructure Publishers need online usage statistics To experiment with new pricing models To assess the relative importance of the different channels by which information reaches the market To provide editorial support To plan infrastructure

3. COUNTER Codes of Practice Definitions of terms used Specifications for Usage Reports Data processing guidelines Auditing Compliance Maintenance and development of the Code of Practice Governance of COUNTER

4. Journals and databases Release 1: Code of Practice launched in January 2003 60%+ of Science Citation Index articles now covered A widely adopted standard by publishers and librarians Librarians use in collection development decisions Publishers use in marketing to prove value Now being used to develop other metrics and monitor trends

5. JISC-Sponsored survey using JR1 17 UK Libraries; 4 STM Publishers for 2003 and 2004 Growth in article downloads Publisher A: 12%- 208% Publisher B: 12%- 59% Publisher C: 23%- 154% Publisher D: 22%- 81% Cost per download Publisher A: £0.97- £5.26 Publisher B: £0.70 - £2.91 Publisher C: £0.80 - £3.29 Publisher D: £0.45 - £2.26

6. Journals and databases Release 2 (Published April 2005; Effective January 2006) Examples of the required usage reports in Excel and CSV formats, along with detailed display rules for each report to facilitate compliance. XML DTDs for each report (optional) Journal Report 1 modified to include new columns that report pdf and html requests separately Specifications for usage reports to be provided at the consortium level (Journal Report 1 and Database Report 1) Protocols to be used for recording and reporting usage when an intermediary aggregator or gateway is involved

7. Books and Reference Works Draft CoP published February 2005 Covers online books, encyclopaedias, reference works Developed by a task force of publishers and librarians with expertise in online books Comments on draft will be accepted through December 2005 Focus Group held at Charleston Conference on 3 November Final version will be published in early 2006

8. Draft Code of Practice for books Book Report 1 Number of successful requests by month and title Book Report 2 Number of successful section requests by month and title Book Report 3 Turnaways by month and title Book Report 4 Total searches and sessions by month and title Book Report 5 Total searches and sessions by month and service

9. Draft Code of Practice for books Unit of access may include Entire book Chapter, entry (Section) Page Paragraph Access depends on interface and organization of content Entire book may be one PDF Each chapter may have own PDF Reference works may be organized by topic or section

10. Audit Required within 18 months of compliance; annually thereafter Independent auditor Online audit Audit will check each report for Layout (correct rows, columns, headings) Format (CSV or Excel) Delivery (E-mail alert, access on password-controlled website) Accuracy (Tolerance is -8% to +2%)

11. Looking ahead: other important metrics Link activity Where users come from and go to Target and type of target Year of publication Use and value of backfiles Type of material Journal article, book, chapter, video, soundtrack…… Article level data? Volume versus value; applications of the data

12. Live issues Interface effects on usage statistics Various scenarios Data filter solutions Reporting digital archive usage Librarian demand Options include: year of publication, separate reports Improving the harvesting of online usage statistics Toolkits NISO initiative

13. Understanding usage Usage statistics are an important tool If reliable If widely implemented by publishers If widely adopted by customers A useful check on other approaches Interviews Focus groups Case studies User surveys Publisher Library

14. COUNTER Membership Member Categories and Annual Fees (2006) Publishers/intermediaries: $775 Library Consortia: $515 Libraries: $387 Industry organization: $387 Library affiliate: $156 (non-voting member) Benefits of full membership Owner of COUNTER with voting rights at annual general meeting, etc. Regular bulletins on progress Opportunity to receive advice on implementation

15. For more information………. http://www.projectcounter.org Thank you! Peter Shepherd (Project Director) pshepherd@projectCounter.org