13.3 Transitioning from COUNTER R4 to R5

The transition from R4 to R5 meets the general requirements outlined in Section 13.2.

  • Content providers MUST be compliant by February 2019 for delivery of R5 reports starting with January 2019 usage.

  • Content providers may choose to release their R5 compliant reporting service before February 2019.

  • A content provider’s customers MUST be able to obtain R4-compliant reports for that content provider from the time the content provider’s R5 reporting service was released through to April 2019 (providing access to March 2019 usage). A content provider may provide access to R4 reports beyond April 2019 at their discretion.

  • Content providers may choose to meet the requirement to provide R4 reports based on R5 metrics. The following R4 reports must be supported (when applicable to the platform): BR1, BR2, BR3, DB1, DB2, JR1, JR2, JR5, and PR1. The following table presents the equivalent R4 metric types and R5 Metric_Types and filters by report.

R4 Report

R4 metric

R5 equivalent

BR1

Full-text requests (at the book level)

Unique_Title_Requests AND Data_Type=Book AND Section_Type=Book

BR2

Full-text requests (at the chapter/section level)

Total_Item_Requests AND Data_Type=Book AND Section_Type=Chapter|Section

BR3

Access denied - concurrent/simultaneous user limit exceeded

Limit_Exceeded AND Data_Type=Book

Access denied - content item not licensed

No_License AND Data_Type=Book

DB1

Regular searches

Searches_Regular

Searches - federated and automated

SUM (Searches_Automated, Searches_Federated)

Result clicks

Total_Item_Investigations attributed to the database

Record views

Total_Item_Investigations attributed to the database. (Note that resulting result click and record view counts will be the same. Librarians should use one or the other and not add them up.)

DB2

Access denied - concurrent/simultaneous user limit exceeded

Limit_Exceeded AND Data_Type=Database

Access denied - content item not license

No_License AND Data_Type=Database

JR1

Full-text requests

Total_Item_Requests AND Data_Type=Journal

HTML requests

Leave blank unless format of HTML and PDF are also logged in which case: Total_Item_Requests AND Data_Type=Journal AND Format=HTML

PDF requests

Leave blank unless format of HTML and PDF are also logged in which case: Total_Item_Requests AND Data_Type=Journal AND Format=PDF

JR2

Access denied - concurrent/simultaneous user limit exceeded

Limit_Exceeded AND Data_Type=Journal

Access denied - content item not licensed

No_License AND Data_Type=Journal

JR5

Full-text requests (by year of publications)

Total_Item_Requests AND Data_Type=Journal, pivot on YOP

PR1

Regular searches

Searches_Platform

Searches - federated and automated

Leave blank (Searches performed on the platform via federated and automated searching are included in Searches_Platform).

Result clicks

SUM (Total_Item_Investigations attributed to the databases)

Record views

SUM (Total_Item_Investigations attributed to the databases). (Note that resulting result click and record view counts will be the same. Librarians should use one or the other and not add them up.)