COUNTER Release 5 service transition for libraries
Updated: February 20, 2019
Compliance with Release 5 (R5) of the COUNTER Code of Practice is now mandatory with delivery of January 2019 usage reports due by the end of February 2019. This latest update provides JUSP participating libraries with details of how the move from COUNTER Release 4 to Release 5 will impact upon their use of JUSP this year.
JUSP service developments
The move to COUNTER Release 5 enables Jisc to make certain improvements to the JUSP service including:
- Offering a single point of access to R5 journal, book, database and platform reports as opposed to the current dual access mechanism
- Access to a smaller number of reports and visualisations but with more flexibility to amend parameters such as time period
- Access to complete aggregator reports for journals in addition to books, databases and platform reports
A decision was taken to remove JUSP titles and deals functionality from the service. This feature sees relatively little use, and as title lists originating from KB+ are not actively maintained in JUSP following initial collection, subsequent changes made by a publisher are not reflected. Jisc's Transforming Library Support Services project will provide an opportunity to explore more efficient processes for delivering this type of functionality in future.
January 2019: Release 4 data collection completed
Throughout January 2019, R4 reports indicating usage of e-resources during December 2018 have been collected and loaded into the portal for all JUSP participating libraries. December usage reports are now virtually up-to-date, with one or two exceptions (BioOne / Royal Society) where we are awaiting updated credentials or data.
February 2019: supplier Release 5 data tested and evaluated
Suppliers were expected to provide January 2019 R5 reports from 1st February. Throughout the month the JUSP team have been testing and evaluating R5 reports where suppliers have released them. The intention was to collect and load 2019 R5 usage reports into the portal for participating libraries. However:
- There's a significant number of publishers that have yet to make compliant reports available this month
- There's a significant number of providers that have indicated a delay to the anticipated timescale and that they will be providing usage reports in future months
- There's a number of providers that have yet to provide details of their R5 SUSHI server, harvesting processes or provide new SUSHI credentials where these are required
Consequently, this situation prompted a review where the following decisions were taken.
20th February 2019: Release 4 data collection for January 2019 implemented, ongoing testing and evaluation of Release 5 data
Although JUSP has developed R5 functionality, the lack of R5 compliant data by 20th February prompted a service review and a decision was taken to do the following:
- Resume collection of R4 data during the R5 transition period (January to March 2019). Although R4 data is no longer compliant with the latest release of the COUNTER standard, the team recognise that libraries need some form of usage data to evaluate their subscriptions, and any delay in accessing this will adversely impact upon their work. Consequently, R4 data collection for January data will resume from 20th February and continue until March 2019 usage data is collected in April 2019
- Simultaneously, continue to test, evaluate and load R5 data once suppliers make compliant reports available
- Postpone the JUSP R5 service release date for one month (initially scheduled for 4th March 2019) with the expectation that providers will start to make data available shortly
- Continue to deliver the R5 information update scheduled for 6th March to introduce functionality and highlight progress with the supply of R5 compliant reports
The JUSP team are strong advocates for standards-based usage data and recognise the value of shared approaches to development. As such we will continue to support publishers and suppliers making the transition from COUNTER Release 4 to Release 5, recognising that providers have differing resources at their disposal to support this. However, prioritising delivery of Release 5 reports should be the goal to support consistent, comparable measurement.
6th March 2019: Release 5 information update
A webinar scheduled for 10am, 6th March will introduce key changes and improvements to JUSP, as well as providing an update on progress with publishers and plans for future developments.
The webinar is free to attend but you will need to register to receive
If you would like to submit any questions before the webinar or have any suggestions about how we can support you in this transition please contact the helpdesk at email@example.com and mention JUSP.
Early April 2019: JUSP Release 5 service functionality and data
Access and navigation
Through its portal, JUSP will offer functionality to view COUNTER R5 usage reports from early April 2019. From this date JUSP participating libraries will be able to access both R4 and R5 usage reports. The screenshot below provides an indication of the interface currently in development, although this may be subject to minor revision.
Accessible via the home page within the portal, 'R5 data overview' will provide an overview of R5 data held within the portal at the end of March, and a status update of all suppliers and data.
30th April 2019
A webinar scheduled for 2:30pm, 30th April will outline the range of reports and views available in JUSP and highlight their value in the context of library and LRC workflows.
The development of new reports, views and data visualisations will continue throughout 2019. We will also continue to evaluate the JUSP R5 service throughout 2019, ensuring that feedback supports ongoing development of this new service.
Resources from COUNTER
- Friendly Guide to Release 5 for Librarians
- Full COUNTER Code of Practice for Release 5
- Release 5 Webinar Recordings for librarians
- Transition timeline
- Foundation Class 1: Metric Types (video)
- Foundation Class 2: Release 5 Reports (video)
- Foundation Class 3: Metrics and Reports: Putting it all together (video)
- Foundation Class 4: Attributes, elements and other slightly techy things