Choosing which R5 report to run

I would like to ...	Suggested report, view or visualisation
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) TR: Individual Title Report TR: All Titles Report
Evaluate usage of a database subscription	DR_D1: Database Search and Item Usage
Monitor usage of ebooks	TR_B1: Book Requests (excluding OA_Gold) TR: Individual Title Report TR: All Titles Report TR: Top Titles Report
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 TR: All Titles Report TR: Top Titles Report Visualisation: Top Titles
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 TR: All Titles Report
Report a high-level summary of usage or access denials	TR: Summary Report Visualisation: Service Summary
View trends over time	TR: Summary Report Visualisation: Trends
See how my institution's usage compares with similar institutions	Visualisation: Trends for Jisc band or peer group Visualisation: Compare your institution Visualisation: Compare trends in Jisc band or peer group
Report the most used titles	TR: Top Titles Report Visualisation: Top Titles
View usage of conference proceedings	TR: Filter Title Master Report

Evaluate usage of journal subscriptions to inform renewal decisions

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).

If you want to evaluate usage of an individual title, then use the TR: Individual Title Report. This shows a summary of all metrics for a selected journal or book title. Select 3 or more characters of a title or an identifier (ISSN/ISBN/DOI). Wait for choices to appear and then select one and click on 'Change Title'. You can view by calendar year trends or choose a date range.

If you want to view usage of all journals together in one large report, use the TR: All Titles Report. You can select by year, monthly trends or date range. This is useful when pulling together annual renewal spreadsheets to evaluate your individual subscriptions. Due to its size this report has the option to 'Get Spreadsheet' as well as the usual 'Get Report' option.

Evaluate usage of a database subscription

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.

Monitor usage of ebooks

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 and 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 TR: All Titles Report allows you to view all titles for both requests or denials for books. You can select by year, monthly trends, date range or select filters. Due to its size this report has the option to 'Get Spreadsheet' as well as the usual 'Get Report' option.

If you want to view the top titles, across all or individual services then use the TR: Top Titles Report. This allows you to see details of the top titles as well as the top titles with denied access.

Identify potential resources for purchase using attempted and denied accesses

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

If you want to view all titles, but only ones where access has been denied then use the TR: All Titles Report. This allows you to view all the titles for requests or denials for journals or books. You can select by year, monthly trends, date range or select filters. Due to its size this report has the option to 'Get Spreadsheet' as well as the usual 'Get Report' option.

The TR: Top Titles Report and the Top titles visualisation allow you to see details of the top titles with denied access.

Access denials could be due to No_license or Limit_exceeded.

Assess usage of a backfile

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.

Investigate gold open access usage

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.

Where you want to limit your search to gold open access usage only the TR: All Titles Report allows you to view all titles by journal or book. You can filter to OA_Gold only. You can select by year, monthly trends, date range or select filters. Due to its size this report has the option to 'Get Spreadsheet' as well as the usual 'Get Report' option.

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

Report a high-level summary of usage or access denials

The TR: Summary Report gives totals based on the title master report and aggregates across services to provide a high-level summary of usage.

Pre-set options are available for journals and books for the calendar year, monthly trends or selected date range.

You can also use the Select filters option to specific your own filters.

View trends over time

The TR: Summary Report gives you the option to view calendar year trends or monthly trends for journals or books, all services or individual services. After running the report with the 'Calendar Year Trends' option, you can also view a detailed monthly breakdown.

The Trends visualisation allows you to view monthly trends in a line chart and table.

See how my institution's usage compares with similar institutions

JUSP has three R5 visualisations that allow you to view usage trends in the bigger picture. The visualisation Trends for Jisc band or peer group shows you total monthly usage trends for a group of institutions. The visualisation Compare your institution shows your total usage along with anonymised usage of other institutions in your Jisc band or peer group. The visualisation Compare trends in Jisc band or peer group allows you to compare your usage trends with other institutions in your Jisc band or peer group over a selected year.

Overall usage per institution for a supplier will vary based on a number of factors (such as content access and subject coverage), but these visualisations do give an indication of general trends in usage across similar groups of institutions. Note that not all institutions have access to the same collections or titles, and only institutions with data in JUSP are represented.

Report the most used titles

The TR: Top Titles Report and Visualisation: Top Titles shows the most used (or most denied) titles for an individual platform or across multiple platforms. If you are using JUSP's custom versions of the standard views, you can also choose to display "Multiple Metric_Types per row" and then sort the columns.

View usage of conference proceedings

Although there isn't a specific data type or standard view for conference proceedings in COUNTER R5, they are included in the title report (TR). For publishers of conference proceedings, such as IEEE, you can view this usage using the TR: Filter Title Master Report.

Select Data_Type=Other, Section_Type=All, Access_Method=Regular, and other filters as required. For more detail on how to use the TR: Filter Title Master Report see our guide to Creating tailored views using the TR: Filter Title Master Report – a step-by-step guide [PDF] and video guide How can JUSP filters tailor reports to my requirements?