E-Resources / COUNTER 5 datasets: everything you need to know
The E-Resources/COUNTER 5 dataset allows you to analyze e-journal, ebook, and database usage from COUNTER 5-compliant vendors. Compliant providers were required to start providing r5 reports in January 2019, and providing a SUSHI service is a mandatory part of compliance. As a result, E-Resources/COUNTER 5 datasets do not have a manual upload or entry option. Data can only be added via SUSHI harvest.
- You can manually import your data via SUSHI single fetch, or set up a schedule for LibInsight to harvest these reports automatically.
- We currently import the Title Master Report, the Platform Master Report, and the Database Master Report. (The Item Master Report will be coming soon.)
Because we’re supporting all the Master-level reports, you don’t have to worry about which ‘view’, for example Title Report view 1 or Database Report view 1, you might need. We’re taking all the guesswork out of the equation by gathering all of the data via the Master Reports. By supporting the Master-level reports, we are, by default, supporting just about everything that has to do with COUNTER r5 reporting.
For each of your platforms, you'll be able to analyze the total number of requests, searches, and investigations, as well as the number of times access was denied. You can also record cost data for your platforms, as well, providing you with valuable cost-per-use statistics.
There are even reports that allow you to easily track e-journals, ebooks, and databases with the highest and lowest usage, which can be a huge help when it comes time to consider your renewals. The trends report also allows you to see how your usage has changed over time, as well.
In this Springboard, you'll learn how to create and configure an E-Resources/COUNTER 5 dataset, including setting up platforms and SUSHI providers. In addition, you'll learn how to fetch and analyze your COUNTER 5 usage data.
R5 of the COUNTER Code of Practice represents the 5th release of COUNTER – the standard for counting the use of electronic resources. COUNTER r5 requires content providers to deliver reports in Release 5 formats starting with January 2019 usage.
COUNTER Release 5 contains several metric types, different than the metric types available in Release 4. These provide several new measurement tools for your e-resource usage.
- Investigations – Measure an expression of interest in a content item or title (i.e. a patron viewing an article abstract would count as an investigation).
- Request – Measure access to a content item or title (i.e. a patron downloading an e-journal article or e-book chapter).
- Contains four different types of search metrics from searches_regular to searches_platform.
Access Denials Metrics:
- This new metric has two different types to account for user denial — lack of institutional access and simultaneous users maximum has been reached.
To help you more easily set up your E-Resources/COUNTER 5 datasets, you can easily import your COUNTER 4 platforms from your existing E-Journals/Databases and eBooks datasets in LibInsight.
Because a vendor must support the SUSHI protocol in order to become a COUNTER 5 compliant provider, E-Resources/COUNTER 5 datasets exclusively obtain data by fetching it via SUSHI requests.
Each platform you add to your dataset can be assigned a default SUSHI provider, which will be selected automatically whenever you fetch data manually for that platform. Since you have the option of setting a platform's default SUSHI provider when adding the platform to your dataset, we recommend that you add your SUSHI providers before you create your dataset.
Admin users can add, edit, and remove SUSHI providers by going to Admin > SUSHI Providers. Before you begin, we recommend that you gather the sever URL and credentials from each provider you want to add. If you're unsure which server URL and credentials your vendor requires for fetching SUSHI 5 data, please contact them directly.
Please note: because of differences in server settings, it is not possible to use any existing COUNTER 4 SUSHI providers with your E-Resources/COUNTER 5 datasets.
- Add and manage COUNTER r5 SUSHI providers
Learn how to create, edit, and delete COUNTER 5 SUSHI providers.
E-Resources/COUNTER 5 datasets are only available to LibInsight Full customers. If you currently subscribe to LibInsight Lite and would like to learn more about upgrading, please contact our Springy Sales Team for details.
To create a new dataset, Admin users can go to Admin > Manage Datasets and click the Add New Dataset button.
Before you begin, you may find it helpful to do a little planning. This can make the process of creating your dataset go more quickly.
- Who should have access to the dataset? By default, only Admin users are allowed to manage, record data to, and analyze a dataset. However, you can choose to extended each of those permissions to selected Regular users, or all Regular users in your system. For example, if you only want a few people to add data to your dataset, you would extend them Record permissions. But, if you want everyone in your library to be able to view and analyze (but not edit) the data, you could choose to give Analyze permissions to all Regular users.
- Which platforms do you want to include in your dataset? 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.
- Remember: if you already had platforms set up in E-Journals/Databases r4 and/or eBooks r4 datasets, you can save time by importing them to your E-Resources/COUNTER 5 dataset.
- If you haven't already, we recommend that you first add your COUNTER 5 SUSHI providers before adding platforms to your dataset. That way you can select a provider as a platform's default when setting it up.
- Creating an E-Resources / COUNTER 5 dataset
Learn how to create a new E-Resources/COUNTER 5 dataset and set up your platforms.
- Edit an existing dataset's user permissions
Learn how to add, edit, or remove permissions for Regular users in an existing dataset.
- Managing E-Resources / COUNTER 5 platforms
Learn how to add, edit, or remove platforms from an existing E-Resources/COUNTER 5 dataset.
In order for a provider to be COUNTER 5 compliant, they must provide usage data via the SUSHI protocol. As a result, there is no need to download COUNTER usage data in CSV format and upload it manually to your dataset, as there was with some COUNTER 4 providers. Instead, you can choose to fetch this data directly from your provider right from within LibInsight. This can be done for each platform individually as often as needed. From the platform's Record Data page, you be able to select the report type and date range to fetch.
In addition to manually fetching SUSHI data on demand, you can also schedule regular retrievals. This allows you to automatically harvest data for a platform at either monthly, quarterly, semi-annual, or yearly intervals. You can create schedules for each platform and report type; for example, you could retrieve Title data monthly and Platform data quarterly.
Remember: before you can download data from one of your providers, you must first add it to your list of COUNTER 5 SUSHI providers in LibInsight. This only needs to be done once for each provider.
IMPORTANT! The COUNTER Release 5 Code of Practice is substantially different to previous releases. LibInsight supports the Platform Master, Database Master, and Title Master Reports. Please plan carefully which reports to pull into your platforms so that you do not duplicate your statistics. We advise you to retrieve reports and examine their contents to see what is included.
- Protip: you can view the contents of any JSON file in a web browser window. Use the Filter capability to search for particular titles.
- For example: Unique Item Requests is a metric that is valid in both the Database Master and the Title Master reports. If Platform A offers Database and Title Reports and includes the Unique Item Requests metric for Database A in both reports, those numbers will be added together, resulting in inflation of statistics.
For best results, we strongly recommend fetching only one report type per platform.
- Fetching SUSHI usage data in an E-Resources / COUNTER 5 dataset
Learn how to fetch a platform's usage data manually, or schedule automatic data fetches.
In addition to usage data, you can also add cost and license data for each of your platforms.
- Cost data: you can record the annual cost of each platform, which is also used to calculate cost-per-use when analyzing your dataset..
- You can add your cost data by entering individual invoices. With each invoice, you can define the coverage and the total invoice amount.
- If your invoice is broken down by resource, then you can also record the cost for each one individually by adding invoice details.
- Licenses: you can conveniently store copies of each platform's license right alongside your other data. Although not used when analyzing your dataset, this can help you keep all of your data and records in one place in case you ever need to reference them.
- Recording cost data for an E-Resources / COUNTER 5 dataset
Learn how to add and manage invoice data for your platforms.
- Uploading license files to an E-Resources / COUNTER 5 dataset
Learn how to upload and manage license files for your platforms.
When analyzing an E-Resources/COUNTER 5 dataset, you'll find the following reports:
- Platforms: this report provides an overview of each platform's usage, including investigations, requests, searches and access denied tracking. In addition, you can also view cost-per-use statistics, as well as each platform's total number of journals, databases, and ebooks.
- Trends: this report allows you to see how the annual cost and usage of your platforms have changed over time. You can create charts to visualize trends in your data for the past 2 through 10 years. In addition, you'll get a data table with each year's totals, with the ability to see year-over-year changes and the percentage change against the first year of the report.
- Ranking: this report allows you to rank each platform based upon usage and cost over specific periods.
- For example, you could compare each platform based upon the difference in cost and total item investigations vs. one year ago. That would allow you to rank them by the difference in cost, total item investigations, or cost per total item investigations.
- You can also rank platforms based upon any of the other report variables.
- Databases: there are two types of reports availble for analyzing your platform's databases:
- Usage: this provides a summary of total, unique, and duplicate databases in each platform. In addition, you can also view an A-Z list of databases in each platform, as well as a list of duplicate databases across all platforms.
- Top use: this provides a ranking of the top 100 databases based on a specific metric. You can choose from investigations, requests, searches, no license, or limit exceeded.
- Journals: there are two types of reports availble for analyzing your platform's journal titles:
- Usage: this provides a summary of total, unique, and duplicate journals in each platform. In addition, you can also view an A-Z list of titles in each platform, as well as a list of duplicate titles across all platforms.
- Top use: this provides a ranking of the top 100 journals based on a specific metric. You can choose from investigations, requests, searches, no license, or limit exceeded.
- Books: there are two types of reports availble for analyzing your platform's ebook titles:
- Usage: this provides a summary of total, unique, and duplicate ebooks in each platform. In addition, you can also view an A-Z list of titles in each platform, as well as a list of duplicate titles across all platforms.
- Top use: this provides a ranking of the top 100 ebook titles based on a specific metric. You can choose from investigations, requests, searches, no license, or limit exceeded.
In addition, LibInsight includes other tools to help you analyze, visualize, and share your data with others:
- Dashboards: dashboards allow you to display charts of key data points from one or more datasets on a single page. Dashboard pages can be public or private, allowing you to create and share dashboards internally with staff or with the public.
- Cross-Dataset Analysis: allows you to compare up to 4 variables from across one or more datasets. This can provide some really useful insight for seeing trends across services or resources over time.
- Analyzing an E-Resources/COUNTER 5 dataset
Learn how to generate a report for a specific date range. This includes an overview and example of each available report option.
- Comparing multiple datasets using the Cross Dataset Analysis tool
Learn how to generate a cross-dataset analysis report to compare multiple datasets at once.
- Creating a dashboard
Learn how to create a dashboard to visualize and share key data points from your datasets.