[Eril-l] Usage Statistics Spreadsheet Templates

Mon Jan 28 06:45:38 PST 2019

If this were three years from now, I'd completely agree. However, we don't
yet know how many of our vendors are going to opt to provide previous year
data in R5, as opposed to providing R4 and R5 concurrently for the next 2-3
years.  I was thrilled that EBSCO opted to provide the 2016-2018 data in R5
but so far they are the only major vendor I know of doing that.

If you, like we, consider that any decisions on usage data should involve
more than a single year's data, we're going to continue to need to analyze
R4 data for up to 3 more years.

This is a tough year to be a new e-resources librarian, having to learn the
old and new COUNTER data definitions and formats all at the same time.
Kathleen, if you can tell us WHY you're trying to put all your data into a
single file, we may be able to help you further. I assume by the way that
you mean all per type of data, e.g. all BR2s in one file, all JR1s in
another, etc. It would make no sense at all to try to mix different report
formats into a single file.

Also if your institution can afford it, you should look at commercial
services like Redlink to help you manage it all and generate useful reports.

I've got a team of computer science students working right now on a project
to SUSHI-harvest and integrate R4 and R5 data for reporting, but I have no
idea at this time if they will complete the project successfully by the end
of this semester. If they do, I will absolutely share it with everyone
(they've agreed to that). It's being built for Google Sheets, not Excel.

Melissa Belvadi
Collections Librarian
University of Prince Edward Island
mbelvadi at upei.ca  902-566-0581
my public calendar
<http://www.google.com/calendar/embed?src=mbelvadi%40upei.ca&ctz=America/Halifax&mode=week>
Make an appointment <https://mbelvadi.youcanbook.me/> via YouCanBookMe

On Fri, Jan 25, 2019 at 5:26 PM Athena Hoeppner <athena at ucf.edu> wrote:

> My sage advice:  use COUNTER 5 as the basis for any templates, formulas,
> and other Excel massaging of COUNTER usage data.  COUNTER 5 will greatly
> improve the consistency of the reports, and the mandatory transition period
> is Jan-April 2019.
>
>
>
> You can see Sample COUNTER 5 reports here:
>
> Report_ID
>
> Report_Name
>
> Tabular Sample
>
> PR
>
> Platform Master Report
>
> view
> <https://docs.google.com/spreadsheets/d/1fsF_JCuOelUs9s_cvu7x_Yn8FNsi5xK0CR3bu2X_dVI/edit#gid=56158149>
>
> PR_P1
>
> Platform Usage
>
> view
> <https://docs.google.com/spreadsheets/d/1fsF_JCuOelUs9s_cvu7x_Yn8FNsi5xK0CR3bu2X_dVI/edit#gid=1932253188>
>
> DR
>
> Database Master Report
>
> view
> <https://docs.google.com/spreadsheets/d/1fsF_JCuOelUs9s_cvu7x_Yn8FNsi5xK0CR3bu2X_dVI/edit#gid=306697142>
>
> DR_D1
>
> Database Search and Item Usage
>
> view
> <https://docs.google.com/spreadsheets/d/1fsF_JCuOelUs9s_cvu7x_Yn8FNsi5xK0CR3bu2X_dVI/edit#gid=2078630487>
>
> DR_D2
>
> Database Access Denied
>
> view
> <https://docs.google.com/spreadsheets/d/1fsF_JCuOelUs9s_cvu7x_Yn8FNsi5xK0CR3bu2X_dVI/edit#gid=1814899913>
>
> TR
>
> Title Master Report
>
> view
> <https://docs.google.com/spreadsheets/d/1fsF_JCuOelUs9s_cvu7x_Yn8FNsi5xK0CR3bu2X_dVI/edit#gid=1709631407>
>
> TR_B1
>
> Book Requests (Excluding OA_Gold)
>
> view
> <https://docs.google.com/spreadsheets/d/1fsF_JCuOelUs9s_cvu7x_Yn8FNsi5xK0CR3bu2X_dVI/edit#gid=1559300549>
>
> TR_B2
>
> Book Access Denied
>
> view
> <https://docs.google.com/spreadsheets/d/1fsF_JCuOelUs9s_cvu7x_Yn8FNsi5xK0CR3bu2X_dVI/edit#gid=273489278>
>
> TR_B3
>
> Book Usage by Access Type
>
> view
> <https://docs.google.com/spreadsheets/d/1fsF_JCuOelUs9s_cvu7x_Yn8FNsi5xK0CR3bu2X_dVI/edit#gid=11711129>
>
> TR_J1
>
> Journal Requests (Excluding OA_Gold)
>
> view
> <https://docs.google.com/spreadsheets/d/1fsF_JCuOelUs9s_cvu7x_Yn8FNsi5xK0CR3bu2X_dVI/edit#gid=717003541>
>
> TR_J2
>
> Journal Access Denied
>
> view
> <https://docs.google.com/spreadsheets/d/1fsF_JCuOelUs9s_cvu7x_Yn8FNsi5xK0CR3bu2X_dVI/edit#gid=922660693>
>
> TR_J3
>
> Journal Usage by Access Type
>
> view
> <https://docs.google.com/spreadsheets/d/1fsF_JCuOelUs9s_cvu7x_Yn8FNsi5xK0CR3bu2X_dVI/edit#gid=1946782958>
>
> TR_J4
>
> Journal Request by YOP (Excluding OA_Gold)
>
> view
> <https://docs.google.com/spreadsheets/d/1fsF_JCuOelUs9s_cvu7x_Yn8FNsi5xK0CR3bu2X_dVI/edit#gid=1963232177>
>
> IR
>
> Item Master Report
>
> view
> <https://docs.google.com/spreadsheets/d/1fsF_JCuOelUs9s_cvu7x_Yn8FNsi5xK0CR3bu2X_dVI/edit#gid=816022274>
>
> IR_A1
>
> Journal Article Requests
>
> view
> <https://docs.google.com/spreadsheets/d/1fsF_JCuOelUs9s_cvu7x_Yn8FNsi5xK0CR3bu2X_dVI/edit#gid=1398783371>
>
> IR_M1
>
> Multimedia Item Requests
>
> view
> <https://docs.google.com/spreadsheets/d/1fsF_JCuOelUs9s_cvu7x_Yn8FNsi5xK0CR3bu2X_dVI/edit#gid=1200249140>
>
> https://www.projectcounter.org/appendix-i-sample-counter-repor/
>
>
>
> A couple of things to note:
>
> There are several basic reports types:
>
>    - Platforms Reports (PR)
>    - Databases Reports (DR)
>    - Title Reports (i.e. journals, books) (TR)
>    - Item Reports (i.e. articles, multimedia items, etc.)
>
>
>
> For each report type there is a Master Report, one or more Standard
> Reports, and, ideally, customizable reports.
>
>
>
>    - *Master Reports* include all the available data elements, with no
>    filters applied.
>    - *Standard Reports* are based on the Master Report, with a consistent
>    set of filters applied.  The resulting can be useful to ensure that the
>    same filters are applied for comparing year-to-year, resource-to-resource,
>    or institution-to-institution. You may notice their similarity to COUNTER 4
>    Reports (i.e. TR_B2 is similar to BR2 for Book Access Denied)
>    - *Customized Reports* should be widely available for COUNTER 5,
>    because if the vendor’s Reports interface should let you apply filters at
>    the time of requesting the report.  See the screenshot below for an example
>    report request form from EBSCO.
>
>
>
> COUNTER 5 comes with some new terminology and some nuances that I’m still
> wrapping my head around, but I am very excited about the improvements this
> version will bring!
>
>
>
> Athena
>
>
>
>
>
>
>
>
>
> *Athena Hoeppner*
>
> Discovery Services Librarian
>
> University of Central Florida, Orlando
>
> 407-683-5019 | athena at ucf.edu
>
>
>
>
>
>
>
> *From:* Eril-l <eril-l-bounces at lists.eril-l.org> *On Behalf Of *Whittemore,
> Kathleen
> *Sent:* Friday, January 25, 2019 3:37 PM
> *To:* 'eril-l at lists.eril-l.org' <eril-l at lists.eril-l.org>
> *Subject:* [Eril-l] Usage Statistics Spreadsheet Templates
>
>
>
> Hello all,
>
>
>
> I am both new to Electronic Resources Librarianship and to this list. I’m
> hoping that some of you might be willing to share your usage statistics
> templates with me.
>
> I have created a couple of crude templates in order to keep usage
> statistics for all e-resources in one Excel workbook; however, none are
> functionally quite as smoothly as I hoped and require quite a bit of copy
> and pasting from countless COUNTER reports.
>
>
>
> Any sage advice or examples would be so greatly appreciated!
>
>
>
> Happy Friday,
>
>
>
> Kathleen Whittemore, MLIS
>
> Electronic Resources Librarian
>
> Hollis Health Sciences Library
>
> NYU Winthrop Hospital
>
> 259 First Street
>
> Mineola, NY 11501
>
> (516)663-6974
> Kathleen.Whittemore at NYULangone.org
>
> http://www.nyuwinthrop.org/library
> <https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.nyuwinthrop.org%2Flibrary&data=02%7C01%7Cathena%40ucf.edu%7C2c8b6fe7a98e4e63069008d68304e644%7Cbb932f15ef3842ba91fcf3c59d5dd1f1%7C0%7C1%7C636840454402775429&sdata=eKfosJYxU4q%2FgiS11ll6k8FYjrET1MxFcp3xZDXQOFc%3D&reserved=0>
>
>
>
>
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