Creating an E-Resources / COUNTER 5 dataset

Getting there

To create a new dataset, go to Admin > Manage Datasets and click the Add New Dataset button.

Navigating the the Manage Datasets page and adding a new dataset


1. Select Dataset Type

  1. Select E-Resources/COUNTER 5 from the dataset type dropdown.
  2. Click the Next >> button to continue.

Selecting a database type


2. Describe Dataset

  1. Give your dataset a name.
  2. Optionally, add a brief description to help explain the purpose of the dataset (up to 255 characters).
  3. Click on the Next >> button to continue. At this point, your new dataset will be created. The following steps will allow you to configure it.

Describing the dataset


3. Define Permissions

  1. Who can define metadata and administer this dataset: this determines who can manage this dataset. By default, all admin users have this permission. However, you can select one or more regular-level users, as well. To select multiple users, press CTRL and click on their names. Each user with this permission will also be able to add and analyze records, as well.
  2. Who can add records to this dataset: this determines which users can add new records to the dataset. By default, all admin users have this permission. However, you can select one or more regular-level users, as well. To select multiple users, press CTRL and click on their names. This does not automatically give users the ability to analyze records.
  3. Who can use this dataset in analysis and dashboards: this determines who has the ability to analyze this dataset and use it in dashboards. By default, all admin users have this permission. However, you can select one or more regular-level users, as well. To select multiple users, press CTRL and click on their names.
  4. Click the Next >> button to continue. You can always edit this dataset later to modify your permissions.

Example of setting permissions for a dataset


4. Set Up Platforms

The e-journals, databases, e-books data you will be pulling from the r5 reports are organized by platform within LibInsight. It can be helpful to think of a platform as a website where you can access a set of e-journals, databases, or other resources from a particular vendor. When you upload or import usage data, it will be at the platform level. And while most will find it helpful to place all resources from a single vendor under one platform, each library's collections are different, so take some time to consider how you'd like your usage data to be organized before creating your platforms.

With the E-Resources/COUNTER 5 dataset, you have two options for setting up platforms -- creating brand new platforms or importing them from an existing E-Journals/Databases - r4 or eBooks - r4 dataset.

Adding new platforms

  1. Click on the  Add new platform to this dataset button.
  2. Give your platform a name.
  3. Enter the name of the platform's vendor.
  4. Optionally, you can add some internal notes, with any special details you think are important.
  5. Optionally, you can add one or more URLs for this platform. This can include the URL for the public interface, admin interface, stats interface, etc.
    1. Click on the Add New URL () button to add more URLs for this platform. You can choose to record a username and password with each new URL you add, which is handy for remembering your admin logins!
  6. Optionally, you can record where the platform was purchased from, such as a regional or consortial package.
  7. You can also set the default SUSHI credentials to use for this platform. This is convenient because LibInsight will select these credentials by default when you attempt to import usage data. You can add new SUSHI Credentials under Admin > SUSHI Providers.
  8. Click the Save button.
  9. Repeat Steps 1-8 to add additional platforms.
  10. When finished, click the Done Editing Dataset button.

Screenshot of the Add New Platform to this Dataset button

Example of adding a new platform

Screenshot of the Done Editing Dataset button

Importing platforms from other datasets

If you have already setup platforms using the current E-Journals/Databases - r4 and eBooks -r4 datasets (or another Counter 5 dataset) in you can use the import option to pull those platform names/titles into a new r5 dataset. If a platform contains invoice and/or license data, that will be included when it's imported to your E-Resources/COUNTER 5 dataset.

  1. Click on the Import platforms from another dataset button.
  2. On the Import Platforms from other datasets page select the platforms that you would like import to your new dataset.
  3. Click the Copy selected platforms into my dataset.
  4. Repeat Steps 1-3 to for either of the above options for adding platforms to add additional platforms.
  5. When finished, click the Done Editing Dataset button.

Screenshot of the Import Platform to this Dataset button

Example of importing platforms

Screenshot of the Done Editing Dataset button

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