Presentation from JUSP webinar run on 9 July 2019. How to tailor the COUNTER Release 5 title master reports to meet your specific requirements. How to use the database standard views and metrics to evaluate databases. Future report development plans.

1. JUSP report features update
9 July 2019
Title master report filtering and database standard views

2. Session outline
JUSP title master report filtering and database standard views 9 July 2019
•Background
•Creating tailored views for journals and books
•Using R5 database reports to evaluate database usage
•Report development and progress update
•Questions

3. Background
A reminder of the key concepts, terminology and reports

4. A reminder about R5
• There are just 4 main ‘master reports’: platform, database, title, and item
• Master reports contain a lot of information covering various metrics (user actions counted) and
attributes (info about the content)
• Master reports can be filtered to show limited ‘views’ of the data which are more manageable
• COUNTER have defined a set of ‘standard views’
• pre-set filters
• most common uses cases
• suppliers must provide
• Master reports can be filtered in other ways as well
JUSP title master report filtering and database standard views 9 July 2019
In Release 5…

5. COUNTER Release 5 report structure
JUSP title master report filtering and database standard views 9 July 2019
Platform
Master
Report
Database
Master
Report
Title
Master
Report
Item
Master
Report
PR_P1
DR_D1
DR_D2
TR_J1 TR_J3
TR_J2 TR_J4
IR_M1
TR_B1
TR_B2
TR_B3
Filter PR
Master Reports
COUNTER
Standard views
User defined
custom views
Filter DR
Filter TR
Filter IR

6. Reports in JUSP
JUSP title master report filtering and database standard views 9 July 2019
Standard views
Filtered views of the
master reports
summarising usage
JUSP custom views
Simplified view with
added information
such as core titles
Filter the master report
to create your own views
Set filters to summarise
usage to meet your
requirements

7. Creating tailored views for journals and
books
Title Master Report filtering

8. Which metrics are found in the TR?
JUSP title master report filtering and database standard views 9 July 2019
Title Master Report TR_J1 TR_J2 TR_J3 TR_J4 TR_B1 TR_B2 TR_B3
Investigations
Total_Item_Investigations
Unique_Item_Investigations
Unique_Title_Investigations
Requests
Total_Item_Requests
Unique_Item_Requests
Unique_Title_Requests
SearchesAccess
denied
No_License
Limit_Exceeded

9. TR_J1 Journal usage excluding OA_Gold
JUSP title master report filtering and database standard views 9 July 2019

10. TR_J3 : Journal Usage by Access Type
JUSP title master report filtering and database standard views 9 July 2019

11. When to use the TR: filter title master report
JUSP title master report filtering and database standard views 9 July 2019
Demo examples
1. Identifying the section type for book titles
2. Determining journal title usage for frontfile or subscribed years and excluding open access
• Evaluating journal backfiles
3. Investigating OA gold usage
4. Investigating demand for journal backfiles or subscriptions
Most of the time you will be able to obtain the information you need from the standard views.
You may wish to us the master report filtering:
• to summarise the data in a different way
• to display additional information or detail
• to simplify or hide detail

12. 4 steps to TR filter selection
JUSP title master report filtering and database standard views 9 July 2019
1
2
3
4

13. Demo

14. Using R5 database reports to evaluate
database usage
Database standard views and master report filtering

15. Which metrics are found in the DR?
JUSP title master report filtering and database standard views 9 July 2019
Database Master Report DR_D1 DR_D2
Investigations
Total_Item_Investigations
Unique_Item_Investigations
Unique_Title_Investigations
Total_Item_Investigations
Requests
Total_Item_Requests
Unique_Item_Requests
Unique_Title_Requests
Total_Item_Requests
Searches
Searches_Regular
Searches_Automated
Searches_Federated
Searches_Regular
Searches_Automated
Searches_Federated
Access
denied
No_License
Limit_Exceeded
No_License
Limit_Exceeded

16. How does this compare with Release 4?
JUSP title master report filtering and database standard views 9 July 2019
Release 4 DB1
• 4 metrics: Regular Searches, Result Clicks, Record Views, Automated/Federated Searches
• Which to use? It depends on the database…
• Difficult to make comparisons and calculate cost per use
• What about full-text databases?
Release 5 DR_D1
• 5 metrics
• Total_Item_Investigations – combines result clicks and record views without duplication
• Searches_Regular – user actively selected the database, or it was the only option
• Searches_Automated - searches conducted through a discovery service or by an automated search agent
• Searches_Federated - user simultaneously search multiple databases hosted by the same or different vendors with a single
query from a single user interface
• Total_Item_Requests – NEW database metric that can be used to evaluate full-text databases

17. Demo
JUSP title master report filtering and database standard views 9 July 2019

18. JUSP title master report filtering and database standard views 9 July 2019

19. Report development plans
JUSP title master report filtering and database standard views 9 July 2019
How we are working with the JUSP community
• Working a group of 4 users to design additional reports in August and September
• Consulting with JUSP community advisory group
• Collecting feedback from all users
• Carrying out interviews to capture workflows
Expected timescales
• July: users feedback collected and interviews conducted
• August: working with co-design group to design and develop
• September: building and testing reports with co-design group and community advisory group
• October onwards: additional reports and functionary become available

20. Questions
Please enter your questions in the Q&A

21. Contact us
Email help@jisc.ac.uk
Mention JUSP in subject line