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COUNTER: towards reliable online usage statistics

COUNTER: towards reliable online usage statistics. Hazel Woodward COUNTER Executive Committee Presentation to E-ICOLC, 23 October 2003. Background. Goal: credible, compatible, consistent publisher/vendor-generated statistics for the global information community

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COUNTER: towards reliable online usage statistics

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  1. COUNTER: towards reliable online usage statistics Hazel Woodward COUNTER Executive Committee Presentation to E-ICOLC, 23 October 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.

  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 ArticleRequests by Month and Journal Example

  7. Journal Report 2: Turnaways by Month and Journal Example

  8. Database Report 1: Total Searches and Sessions by Month & Database 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 COUNTER’s 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 Hirshon NELINET USA Libraries • Christine Fyfe University of Leicester UK • David Goodman Princeton University USA • Hazel Woodward Cranfield University UK • Roger Brown Glaxo SmithKline UK • Tony Kidd University of Glasgow UK • Phil Davis Cornell University USA Publishers, Aggregators, etc. • Richard Gedye Oxford University Press UK (Chair) • Marthyn Borghuis Elsevier Science Netherlands • Timo Hannay Nature Publishing Group UK • Terry Hulbert Institute of Physics UK • Eileen Shanbrom American Chemical Society USA • Oliver Pesch  EBSCO USA • 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. 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 COUNTER Founding Sponsors

  20. For more information………. www.projectCounter.org Peter Shepherd (Project Director) pshepherd@projectCounter.org

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