Choosing which report to run

I would like to ... Suggested reports/views
Evaluate usage of journal subscriptions to inform renewal decisions TR_J1: Journal Requests (Excluding OA_ Gold)
TR_J4: Journal Requests by YOP (Excluding OA_Gold)
Evaluate usage of a database subscription DR_D1: Database Search and Item Usage
Monitor usage of ebooks TR_B1: Book Requests (excluding OA_Gold)
Identify potential resources for purchase using attempted and denied accesses TR_J2: Journal Access Denied
TR_B2: Book Access Denied
DR_D2: Database Access Denied
Assess usage of a backfile TR_J4: Journal Requests by YOP (Excluding OA_Gold)
Investigate gold open access usage TR_J3: Journal Usage by Access Type
TR_B3: Book Usage by Access Type

 

Evaluate usage of journal subscriptions to inform renewal decisions

Release 5 Release 4
The TR_J1: Journal Requests (Excluding OA_Gold) is the main journal usage report.

If you wish to only view usage for certain years of publication covered by your subscription (e.g. the previous calendar year or 3 years) you can use the TR_J4: Journal Requests by YOP (Excluding OA_Gold) and filter to only show those years.

These reports contain two metrics (or counts) Total_Item_Requests (useful for year-on-year comparisons with R4) and Unique_Item_Requests (useful for cross-platform comparisons as it addresses the case where both the PDF and HTML versions are viewed by the same user in the same session).

JR1 is the main usage report for journals and contains all usage. There are two sub-reports: the JR1a and JR1 GOA which each contain a subset of usage. It is common practice to subtract the JR1a and JR1 GOA from JR1 totals to get a figure for the 'frontfile' and there is a JUSP report that carries out this calculation.

Considerations:

  1. Not all publishers supply JR1a and JR1 GOA reports
  2. Publishers have different definitions of archive
  3. Articles could be both in the archive and gold open access

The JR5 may also be used to limit to specific years of publication, but it is not possible to exclude gold open access usage.

Comparing R5 to R4

Total_item_requests in TR_J1 (R5) = full-text requests in JR1(R4) - full-text requests in JR1 GOA (R4)

Total_item_requests in TR_J3 (R5) where Access Type (Controlled + OA_Gold) = 'full-text requests' in JR1 (R4)

 

Evaluate usage of a database subscription

Release 5 Release 4
The DR_D1: Database Search and Item Usage shows total item investigations, item requests, and searches (regular, automated and federated) for each database on a platform. The DB1 report is used to assess usage of a database using metrics: Searches, Result Clicks and Record Views.

Comparing R5 to R4

Searches_Regular in DR_D1 (R5) = Search_Reg in DB1 (R4)

Searches_Automated in DR_D1 (R5) + Search_Federated in DR_D1 (R5) = Search_Fed in DB1 (R4)

 

Monitor usage of ebooks

Release 5 Release 4
The TR_B1: Book Requests (excluding OA_Gold)is the main report for book usage.

It contains two metrics: Total_Item_Requests and Unique_Title_Requests.

Total_Item_Requests shows overall activity, but as with the BR2, numbers between platforms will vary significantly based on how the content is delivered.

The Unique_Title_Requests addresses this issue by counting the number titles viewed by a user in a session and so provides comparable usage across book platforms.

The BR2 is the main report for monitoring usage of ebooks and shows the number of section requests per title. Due to ambiguities in the meaning of section (e.g. chapter, entries, page), cross-supplier comparison is challenging in Release 4.

The BR1 is also used when the BR2 is not available and shows the number of whole book requests. The BR1 is only supplied when the book can be downloaded as a whole.

Comparing R5 to R4

Total_item_requests in TR_B3 (R5) where Access Type (Controlled + OA_Gold) = ‘section requests’ in BR2 (R4)

 

Identify potential resources for purchase using attempted and denied accesses

Release 5 Release 4
The TR_J2, TR_B2 and DR_D2 each provide details of access denied per journal title, book title and database, respectively.

Access denials could be due to No_license or Limit_exceeded.

The JR2, BR3 and DB2 each provide details of access denied per journal title, book title and database, respectively.

Access denials could be due to No license or turnaway (concurrent users limit).

Comparing R5 to R4

No_License in TR_J2, TR_B2 and DR_D2 (R5) = no_license in JR2, BR3 and DB2 (R4)

Limit_Exceeded in TR_J2, TR_B2 and DR_D2 (R5) = turnaway in the JR2, BR3 and DB2 (R4)

 

Assess usage of a backfile

Release 5 Release 4
The TR_J4: Journal Requests by YOP (Excluding OA_Gold) allows you to view usage broken down by year of publication. After downloading the report, you can filter to the appropriate years. Alternatively, you can us the TR: Filter Title Master Report to specify the years you want. The JR1a is a subset of the JR1 that only includes usage of articles defined as being in an archive.

The JR5 breaks down usage by year of publication (YOP) and allows you to limit to specific years and year ranges as well as profile usage of an archive.

Comparing R5 to R4

As the TR_J4 (R5) excludes gold open access usage and the JR5 (R4) includes gold open access usage, it's not possible to do a direct comparison with the standard views. However, a JR5 (R4) equivalent (including GOA) can be obtained using the TR: Filter Title Master Report (R5) by looking at Total_Item_Requests for both Controlled and OA_Gold and choosing YOP as a column to include in the report.

 

Investigate gold open access usage

Release 5 Release 4
TR_J3: Journal Usage by Access Type and TR_B3: Book Usage by Access Type show all usage broken down by access type – Controlled or OA_Gold.

You can download the report and filter to OA_Gold only.

Alternatively, the TR: Filter Title Master Report functionality allows you to create a view limited to OA only.

The JR1 GOA shows full-text requests for gold open access articles only at a title level.

There is no equivalent book report in R4.

Comparing R5 to R4

Total_Item_Requests in TR_J3 (R5) where access type is OA_Gold = full text requests in JR1 GOA (R5)