Charleston 2017: COUNTER Release 5 — Consistency, Clarity, Simplification and Continuous Maintenance

Speakers: Lorraine Estelle (Project COUNTER), Anne Osterman (VIVA – The Virtual Library of Virginia), Oliver Pesch (EBSCO Information Services)

COUNTER has had very minimal updates over the years, and it wasn’t until release 4 that things really exploded with report types and additional useful data. Release 5 attempts to reduce complexity so that all publishers and content providers are able to achieve compliance.

They are seeking consistency in the report layout, between formats, and in vocabulary. Clarity in metric types and qualifying action, processing rules, and formatting expectations.

The standard reports will be fewer, but more flexible. The expanded reports will introduce more data, but with flexibility.

A transaction will have different attributes recorded depending on the item type. They are also trying to get at intent — items investigated (abstract) vs. items requested (full-text). Searches will now distinguish between whether it was on a selected platform, a federated search, a discovery service search, or a search across a single vendor platform. Unfortunately, the latter data point will only be reported on the platform report, and still does not address teasing that out at the database level.

The access type attribute will indicate when the usage is on various Open Access or free content as well as licensed content. There will be a year of publication (YOP) attribution, which was not in any of the book reports and only included in Journal Report 5.

Consistent, standard header for each report, with additional details about the data. Consistent columns for each report. There will be multiple rows per title to cover all the combinations, making it more machine-friendly, but you can create filters in Excel to make it more human-friendly.

They expect to have release 5 published by July 2017 with compliance required by January 2019.

Q&A
Q: Will there eventually be a way to account for anomalies in data (abuse of access, etc.)?
A: They are looking at how to address use triggered by robot activity. Need to also be sensitive of privacy issues.

Q: Current book reports do not include zero use entitlements. Will that change?
A: Encouraged to provide KBART reports to get around that. The challenge is that DDA/PDA collections are huge and cumbersome to deliver reports. Will also be dropping the zero use reporting on journals, too.

Q: Using DOI as a unique identifier, but not consistently provided in reports. Any advocacy to include unique identifiers?
A: There is an initiative associated with KBART to make sure that data is shared so that knowledgbases are updated so that users find the content so that there are fewer zero use titles. Publisher have motivation to do this.

Q: How do you distinguish between unique uses?
A: Session based data. Assign a session ID to activity. If no session tracking, a combination of IP address and user agent. The user agent is helpful when multiple users are coming through one IP via the proxy server.

Slides