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COUNTER: towards reliable online usage statistics Peter Shepherd Project Director COUNTER 31 July 2003.

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Presentation on theme: "COUNTER: towards reliable online usage statistics Peter Shepherd Project Director COUNTER 31 July 2003."— Presentation transcript:

1 COUNTER: towards reliable online usage statistics Peter Shepherd Project Director COUNTER 31 July 2003

2 Background Goal: 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 Code of Practice, Release 1: Main Features 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 Definitions of Terms Data elements to be collected Page views Bibliographic data Page type Source of page Authentication of user Access rights Session data Market elements Every effort was made to incorporate or reconcile the definitions with existing ones from other groups, such as NISO and ICOLC. # Term Examples / formats Definition Page type ItemFull text article, TOC, Abstract, Database record A uniquely identifiable piece of published work that may be original or a digest or a review of other published work. PDF, Postscript and HTML formats of the same full text article (for example), will be counted as separate items Article An item of original written work published in a journal or other serial publication. An article is complete in itself, but usually cites other relevant published works in its list of references TOC (Table of Contents) A list of all articles published in a journal issue

5 Specifications for Usage Reports Usage Reports: Level 1 Journal Report 1: # of successful full-text article requests by month and journal Journal Report 2: Turnaways by month and journal Database Report 1: Total searches & sessions by month & database Database Report 2: turnaways by month & database Database Report 3: Total searches & sessions by month & service Usage Reports: Level 2 Journal Report 3: # of successful item requests and turnaways by month, journal & page type Journal Report 4: total searches run, by month & service Report format: CSV file, as a Microsoft Excel file

6 Journal Report 1: Successful Full-Text Article Requests by Month and JournalFull-Text ArticleRequestsJournal Print ISSN Online ISSN Jan - 01 Feb - 01 Mar - 01 Calendar YTD Total for all journals Journal of AA Journal of BB Journal of CC Journal of DD Example

7 Journal Report 2: Turnaways by Month and JournalTurnawaysJournal Print ISSN Online ISSN Page Type Jan - 01 Feb - 01 Mar - 01 Calendar YTD Total: full-text turn- aways for all journals Journal of AA Full text Turnaways Journal of BB Full text Turnaways Example

8 Database Report 1: Total Searches and Sessions by Month & DatabaseSearchesSessionsDatabase Jan - 01 Feb - 01 Mar - 01 Calendar YTD Database AA Searches Run Database AA Sessions Database BB Searches Run Database BB Sessions Example

9 Data processing guidelines Covers only intended usage Impractical to describe filters for all possible ways to generate usage records Code of Practice specifies the criteria to be met by the data used in building the Usage Reports Only successful requests will be counted Records generated by the server, together with the requested pages, should be ignored All users double clicks within 10 seconds on an http- link should be counted as only one request (30 seconds for PDF)

10 Auditing A publisher or content provider will be able to state that it is Counter Compliant only if this can be certified through an independent audit Auditing will be required beginning in 2004 Auditing processes are under development A list of COUNTER-approved auditors will be made available

11 Compliance 1 Requirement for 2003 Level 1: basic set of journal and database reports Must be provided at no extra charge Licence Agreements Standard clause covering COUNTER compliance Declaration of COUNTER compliance For 2003 Vendors sign declaration and demonstrate to COUNTER that they can provide at least Level 1 Usage Reports Register of COUNTER-compliant vendors Available from May 2003 on the COUNTER website

12 Compliance 2 Vendors already COUNTER compliant Blackwell Publishing, Ingenta, ISI, OUP, Portland Press Vendors who have declared an intention to become COUNTER compliant during 2003 American Institute of Physics, BMJ Publishing, CABI International, EBSCO, Elsevier, Extenza, HighWire Press, Institute of Physics Publishing, Nature Publishing Group, Wiley, Kluwer Academic Publishers, Annual Reviews, Atypon

13 Maintenance and Development of the Code of Practice Full text of the Code of Practice is freely available on the COUNTER website html and PDF formats Code of Practice will be systematically extended An Upgrade Log of proposed changes is maintained Release 2 to be announced in Jan 2004, implemented Jan 2005 Feedback on Release 1 is actively sought Via test sites involving publishers and libraries Via feedback to COUNTER via the website, International Advisory Board, etc.

14 COUNTER organizational structure A not-for-profit company in England Any surplus is retained by the project If wound up any funds are transferred to the organization that takes over COUNTERs mission Board structure Board of Directors Executive Committee International Advisory Board Specific, task-oriented teams Membership The members own the company

15 Governance: Executive Committee Consortia Arnold HirshonNELINETUSA Libraries Christine FyfeUniversity of LeicesterUK David GoodmanPrinceton UniversityUSA Hazel WoodwardCranfield UniversityUK Roger BrownGlaxo SmithKlineUK Tony KiddUniversity of GlasgowUK Phil DavisCornell UniversityUSA Publishers, Aggregators, etc. Richard GedyeOxford University PressUK (Chair) Marthyn BorghuisElsevier ScienceNetherlands Timo Hannay Nature Publishing GroupUK Terry HulbertInstitute of Physics UK Eileen ShanbromAmerican Chemical SocietyUSA Oliver Pesch EBSCOUSA Peter Shepherd (Project Director)UK

16 Governance: International Advisory Board 37 members, representing the following major constituencies Publishers: 9 Intermediaries: 4 Industry organizations: 6 Libraries: 8 Consortia: 4 Other: 4

17 COUNTER Membership Member Categories and Annual Fees Publishers/intermediaries: £500 Library Consortia: £335 Libraries: £250 Industry organization: £250 Library affiliate: £100 (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

18 Future Developments: 2003 and beyond Objectives for 2003 Promote and gain acceptance for the Code of Practice Obtain feedback on Release 1 Develop Release 2 Define audit process for 2004 Define and set up a permanent administrative structure Promote membership of COUNTER Widespread implementation by vendors for 2004 subscription year Beyond 2003 Build membership of COUNTER Extend and deepen Code of Practice Cover e-books, etc Journal reporting at article level

19 COUNTER Founding Sponsors AAP/PSP AIP ALPSP ARL ASA Atypon Blackwell Publishing BMJ Publishing Group EBSCO Elsevier Science ICSTI Ingenta IOPP ISI JSTOR Lippincott, Williams & Wilkins Nature Publishing Group New England Journal of Medicine OCLC Oxford University Press The Publishers Association ProQuest Taylor & Francis Group STM Swets Blackwell Thieme Publishing Group UKSG

20 For more information………. Peter Shepherd (Project Director)

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