Appendix A: Glossary of Terms

Note: The main Code of Practice document takes precedence in the case of any conflicts between it and this appendix.

Term

Definition

Examples

Abstract

A short summary of an article or content item.

A detailed view of article metadata that includes the summary but not the full text. Accessing the abstract/detailed view falls into the usage category of Investigations.

Accepted manuscript

The version of a journal article that has been accepted for publication in a journal. This version includes any pre-publication revisions, but it does not include any formatting or copyediting changes or corrections.

Access Denied

The user is denied access to a content item because their institution lacks a proper license or because simultaneous user limits specified in the license have been exceeded.

Limit_Exceeded, No_License

Access_Method

A COUNTER report attribute indicating whether the usage related to investigations and requests was generated by a human user browsing and searching a website (Regular) or by Text and Data Mining processes (TDM).

Regular, TDM

Access_Type

A COUNTER report attribute used to report on the nature of access control restrictions, if any, placed on the content item at the time when the content item was accessed.

Controlled, OA_Gold, OA_Delayed, Other_Free_to_Read

Aggregated_Full_Content

A COUNTER Host_Type for content providers that offers aggregated pre-set databases of full text and other content where content is accessed in the context of the licensed database.

Aggregated full-text database

A full-text database that includes content from multiple titles, usually from multiple publishers.

Academic Search Complete

Aggregator

A type of content provider that hosts content from multiple publishers, delivers content directly to customers, and is paid for this service by customers.

EBSCOhost, Gale, Lexis Nexis, ProQuest

A&I database
A&I_Database

A database that primarily contains bibliographic metadata and descriptive abstracts to support search, discovery, and selection of the described items. The majority of A&I databases center on articles, books, and book chapters. A&I_Databases do not host full text of the described items. For databases that contain A&I and full text, see Full-text database, Aggregated full-text database, Aggregated_Full_Content and Full_Content_Database.

A COUNTER Host_Type.

PubMed, PsycInfo

AJAX

Asynchronous JavaScript And XML. AJAX allows web pages to be updated asynchronously by exchanging data with a web server behind the scenes.

ALPSP

The Association of Learned and Professional Society Publishers is an international trade association of non-profit publishers.

APC

See Article processing charge.

API

Application Programming Interface.

Archive

Non-current collections of journals, books, articles, or other publications that are preserved because of their continuing value and which are frequently made available by publishers as separate acquisitions.

Oxford Journals Archive

Article

An item of original written work published in a journal, other serial publication, or in a book. An article is complete, but usually cites other relevant published works in its list of references, if it has one.

A COUNTER Data_Type.

A COUNTER Section_Type for Title Reports.

Article processing charges

An article processing charge (APC), also known as a publication fee, is a fee which is sometimes charged to authors to make a work available Open Access in either an Open Access journal or hybrid journal. …They are the most common funding method for professionally published Open Access articles. [Wikipedia]

Article_Version

Defined by ALPSP and NISO as a classification of the version of an Article as it goes through its publication life-cycle.

An element in COUNTER Item Reports that identifies the version of the Article being accessed.

Typically COUNTER usage reporting only reflects usage of the following article versions (of the 7 versions defined by the ALPSP/NISO JAV Technical Working Group):

  • Accepted Manuscript (AM)

  • Version of Record (VoR)

  • Corrected Version of Record (CVoR)

  • Enhanced Version of Record (EVoR).

AM, VoR, CVoR, EVoR

Articles in press

Full-text articles that have been accepted for publication in a journal and have been made available online to customers and that will be assigned a publication date of the current year or a future year.

Attribute

See Report Attributes.

Author(s)

The person/people who wrote/created the items whose usage is being reported.

Automated search

A search from a host site or discovery service where multiple databases are searched simultaneously with a single query from the user interface and the end user does not have the option of selecting the databases being searched. Usage of this nature is reported as Searches_Automated.

A search run repeatedly (e.g. daily or weekly) by a script or automated process. Usage of this nature must not be included in COUNTER reports.

Automated search agent

A script or automated process that runs a search repeatedly, usually at pre-set intervals such as daily or weekly.

Backfile

See Archive.

Oxford Journals Archive

Begin_Date

The first date in the range for the usage represented in a COUNTER report.

Book

A non-serial publication of any length available in print (in hard or soft covers or in loose-leaf format) or in electronic format.

A COUNTER Data_Type.

A COUNTER Section_Type for Title Reports.

Book chapter

A subdivision of a book or of some categories of reference work; usually numbered and titled.

Book Requests

Book content items retrieved.

Book segment
Book_Segment

Part of a book.

A COUNTER Data_Type.

Bulk download

A single event where multiple content items are downloaded to the user’s computer.

Cache

An automated system that collects items from remote servers to serve closer and more efficiently to a given population of users. Often populated by robots or modern browsers.

Note: Publishers take steps to prevent local caching of their content, i.e. including appropriate response headers on their site to restrict caching.

Central Index

Also known as a Discovery Index. A collection of locally-hosted, consistently indexed metadata and content harvested from multiple external metadata and content sources, frequently including a library’s catalog and repository metadata, and usually representing a significant portion of the library’s collection.

Certified Public Accountant (CPA)

An accounting designation granted to accounting professionals in the United States.

Chapter

A subdivision of a book or of some categories of reference work, usually numbered and titled.

A COUNTER Section_Type.

Chartered Accountant (CA)

An international accounting designation granted to accounting professionals in many countries around the world, aside from the United States.

Citation

A reference to a published or unpublished source.

Collection

A subset of the content of a service. A collection is a branded group of online information products from one or more vendors that can be subscribed to/licensed and searched as a complete group.

For the COUNTER reporting this term is restricted to pre-set collections that are defined like databases. See Database.

Note: A package or bundle provided by a publisher is not considered a database or a collection.

Component

A uniquely identifiable constituent part of a content item composed of more than one file (digital object).

Consortium

A group of institutions joining together to license content.

Ohiolink

Consortium member

An institution that has obtained access to online information resources as part of a consortium.

A consortium member is defined by a subset of the consortium’s range of IP addresses or by other specific authentication details.

Ohio State University

Content host

A website that provides access to content typically accessed by patrons of libraries and other research institutions.

Content item

A generic term describing a unit of content accessed by a user of a content host. Typical content items include articles, books, chapters, multimedia, etc.

Content provider

An organisation, such as a publisher, aggregator or subscriptions agent, who provides access to resources on a subscription basis. [Knowledge Base+]

Science Direct, Clarivate, JSTOR

Controlled

A COUNTER Access_Type. At the time of the transaction, the content item was not open (e.g. was behind a paywall) because access is restricted to authorized users. Access of content due to a trial subscription would be considered Controlled.

Copyright holder

A person or a company who owns any one of the Exclusive Rights of copyright in a work.

Corrected Version of Record

A version of the Version of Record of a journal article in which errors in the VoR have been corrected. The errors could be author errors, publisher errors, or other processing errors.

COUNTER compliance pending

Status of a vendor who is currently not compliant but whose audit is in progress or scheduled.

COUNTER Report Validation Tool

An online tool to validate COUNTER reports in JSON and tabular format.

COUNTER_SUSHI API

A RESTful implementation of SUSHI automation intended to return COUNTER Release 5 reports and snippets of COUNTER usage in JSON format.

Crawler

See Internet robot, crawler, spider.

Created

COUNTER element name. The date and time the usage was prepared, in RFC3339 date-time format (yyyy-mm-ddThh:mm:ssZ).

Created_By

COUNTER element name. The name of the organization or system that created the COUNTER report.

Crossref

A not-for-profit membership organization for publishers.

Customer

An individual or organization that can access a specified range of the content provider’s services and/or content that is subject to the agreed terms and conditions.

Customer_ID

The element in the COUNTER reports that indicates whose usage is being reported. May be a proprietary or standard value such as ISNI.

ISNI:000000012150090X

Data harvesting

Automated processes used for extracting data from websites.

Data_Repository

An online database service; an archive that manages the long-term storage and preservation of digital resources and provides a catalogue for discovery and access.

A COUNTER Host_Type.

Figshare

Data_Type

The element identifying the type of content.

Article, Book, Book_Segment, Database, Dataset, Journal, Multimedia, Newspaper_Or_Newsletter, Other, Platform, Report, Repository_Item, Thesis_Or_Dissertation

Database

A collection of electronically stored data or unit records (facts, bibliographic data, texts) with a common user interface and software for the retrieval and manipulation of data. (NISO)

A COUNTER Data_Type.

Social Science Abstracts, Reaxys

Database Master Report

A COUNTER report that contains additional filters and breakdowns beyond those included in the Database Standard Views and is aggregated to the database level.

Database Reports

A series of COUNTER reports that provide usage aggregated to the database level.

Dataset

A collection of data.

A COUNTER Data_Type.

Delayed Open Access

See OA_Delayed.

Digital Object Identifier

See DOI.

Discovery Layer

A web-accessible interface for searching, browsing, filtering, and otherwise interacting with indexed metadata and content. The searches produce a single, relevancy-ranked results set, usually displayed as a list with links to full content, when available. Typically, discovery layers are customizable by subscribing libraries and may be personalized by individual users.

Discovery service
Discovery_Service

A pre-harvested central index coupled with a fully featured discovery layer.

A COUNTER Host_Type.

EDS, Primo, Summon

Distributed Usage Logging (DUL)

A peer-to-peer channel for the secure exchange and processing of COUNTER-compliant private usage records from hosting platforms to publishers.

DNS lookups

Domain Name System lookups.

DOI (digital object identifier)

A standard identifier (ANSI/NISO Z39.84). The digital object identifier is a means of identifying a piece of intellectual property (a creation) on a digital network, irrespective of its current location. DOIs may be assigned at the title, article/chapter, or component level.

Double-click

Two clicks in succession on the same link by the same user within a period of 30 seconds.

COUNTER requires that double-clicks must be counted as a single click.

Double-click filtering

A process to remove the potential of over-counting which could occur when a user clicks the same link multiple times. Double-click filtering applies to Total_Item and Access Denied Metric_Types.

DR

Database Master Report.

DR_D1

Database Search and Item Usage. A pre-set Standard View of DR showing Total_Item_Investigations and Requests, as well as Searches_Regular, Automated and Federated.

DR_D2

Database Access Denied. A pre-set Standard View of DR showing where users were denied access because simultaneous-use (concurrency) licenses were exceeded, or their institution did not have a license for the database.

DUL

See Distributed Usage Logging (DUL).

eBook

Monographic content that is published online.

A COUNTER Host_Type.

eBook_Collection

A branded group of eBooks that can be subscribed to/licensed and searched as a complete group.

A COUNTER Host_Type.

eBook host

A content host that provides access to eBook and reference work content.

EBL, EBSCOhost, ScienceDirect

EC

See Executive Committee.

eJournal

Serial content that is published online.

A COUNTER Host_Type.

eJournal host

A content host that provides access to online serial publications (journals, conferences, newspapers, etc.).

ScienceDirect

Element

A piece of information to be reported on, displayed as a column heading (and/or in the report header) in a COUNTER report.

Embargo period

The period of time before an article is moved out from behind the paywall, i.e. from Controlled to OA_Delayed.

End_Date

The last date in the range for the usage represented in a COUNTER report.

Enhanced Version of Record

A version of the Version of Record of a journal article that has been updated or enhanced by the provision of supplementary material. For example, multimedia objects such as audio clips and applets; additional XML-tagged sections, tables, or figures or raw data.

e-Resources

Electronic resources.

Exception

An optional element that may be included within a COUNTER report indicating some difference between the usage that was requested and the usage that is being presented in the report. An Exception includes the Exception Code and Exception Message and may include additional Data that further describes the error.

3031: Usage Not Ready for Requested Dates (request was for 2016-01-01 to 2016-12-31, but usage is only available to 2016-08-31).

Exception Code

A unique numeric code included as part of an Exception that identifies the type of error.

Exception Message

A short description of the Exception encountered. The Message is normally a standard message for the Exception Code concerned. See Appendix F.

Exclude_Monthly_Details

A COUNTER report attribute for tabular reports that specifies whether the columns with the month-by-month breakdown of the usage are excluded from the report.

Executive Committee

The committee which deals with the day-to-day activities of COUNTER’s business.

Federated search

A search conducted by a federated search application that allows users to simultaneously search multiple content sources, typically hosted by different vendors, with a single query from a single user interface. The federated search application typically presents the user with a single set of results collected from the content sources searched. The end user is not responsible for selecting the content sources being searched. The content sources being searched will report such activity as Searches_Federated. See Appendix G.

MetaLib, EBSCOhost Connection

Filter

See Report filters.

Format

A COUNTER element for extending reports, used to identify the format of the content. Reserved values include: HTML, PDF, Other.

Full_Content_Database

A COUNTER Host_Type for content providers that offer databases that are a collection of content items that are not otherwise part of a serial or monograph (i.e. non-aggregated).

Note: In contrast to A&I_Databases and Aggregated_Full_Content the Investigations and Requests for Full_Content_Databases (like for example Cochrane Database of Systematic Reviews) are reported with Data_Type Database.

Full-text article

The complete text - including all references, figures, and tables - of an article, plus links to any supplementary material published with it.

Full-text database

A database that contains the complete text of books,dissertations, journals, magazines, newspapers or other kinds of textual documents. [Wikipedia]

GDPR

General Data Protection Regulation.

Gold Open Access

See OA_Gold.

Host

See Content host.

Ingenta, Semantico, SpringerLink

Host Site

See Content host.

Host_Type

A categorization of content hosts used by COUNTER to facilitate implementation of the Code of Practice. The Code of Practice identifies the Host_Types that apply to the various artefacts in the Code of Practice, allowing a content host to quickly identify the areas of the Code of Practice to implement by identifying the Host_Types that apply to them.

A&I_Database, Aggregated_Full_Content, Data_Repository, Discovery_Service, eBook, eBook_Collection, eJournal, Full_Content_Database, Multimedia, Multimedia_Collection, Repository, Scholarly_Collaboration_Network

Host UI

User interface that an end user would use to access content on the content host.

HTTP

Hypertext Transfer Protocol.

Hybrid publication

A publication that is available via a subscription license but also contains articles available as Gold Open Access.

Institution

The organization for which usage is being reported.

Institution_ID

A unique identifier for an institution. In COUNTER reports the Institution_ID is presented as a combination of the identifier namespace and its value. Proprietary identifiers that identify the content platform can be used.

ISNI:000000012150090X, EBSCOhost:s12345

Institution_Name

The element in the COUNTER reports that indicates the name of the institution.

Institutional identifier

See Institution_ID.

Internet robot, crawler, spider

Any automated program or script that visits websites and systematically retrieves information from them, often to provide indexes for search engines. See Appendix I.

Investigation

A category of COUNTER Metric_Types that represent a user accessing information related to a content item (e.g. an abstract or detailed descriptive metadata of an article) or a content item itself (e.g. full text of an article).

IP

Internet Protocol.

IP address

Internet protocol (IP) address of the computer on which the session is conducted. May be used by content providers as a means of authentication and authorization and for identifying the institution a user is affiliated with.

The identifying network address (typically four 8-bit numbers separated by “.” for IPv4 or eight groups of up to four hexadezimal numbers separated by “:” for IPv6) of the user’s computer or proxy.

IR

Item Master Report.

IR_A1

Journal Article Requests. A pre-set Standard View of IR showing Total and Unique_Item_Requests for journal articles.

IR_M1

Multimedia Item Requests. A pre-set Standard View of IR showing Total_Item_Requests for multimedia items.

ISBN (International Standard Book Number)

A unique standard identifier (ISO 2108) used to identify monographic publications (books).

ISIL

International Standard Identifier for Libraries and Related Organizations (ISO 15511).

In COUNTER reports ISILs can be used as identifiers for institutions.

ISNI

International Standard Name Identifier (ISO 27729). A unique number used to identify authors, contributors, and distributors of creative works, including researchers, inventors, writers, artists, visual creators, performers, producers, publishers, aggregators, etc.

In COUNTER reports ISNIs can be used as identifiers for institutions, publishers and item contributors (authors).

ISO

International Organization for Standardization.

ISSN (International Standard Serial Number)

A unique standard identifier (ISO 3297) used to identify a print or electronic periodical publication. A periodical published in both print and electronic form may have two ISSNs, a print ISSN and an electronic ISSN.

Issue

A collection of journal articles that share a specific issue number and are presented as an identifiable unit online and/or as a physically bound and covered set of numbered pages in print.

Item

Collective term for content that is reported at a high level of granularity, e.g. a full-text article (original or a review of other published work), an abstract or digest of a full-text article, a sectional HTML page, supplementary material associated with a full-text article (e.g. a supplementary data set), or non-textual resources such as an image, a video, audio, a dataset, a piece of code, or a chemical structure or reaction.

Full-text article, Abstract, Database record, Dataset, Thesis

Item Master Report

A COUNTER report that provides usage data at the item or item-component level.

Item Reports

A series of COUNTER reports that provide usage data at the item or item-component level.

JavaScript Object Notation

See JSON.

Journal

A serial that is a branded and continually growing collection of original articles within a particular discipline.

A COUNTER Data_Type.

Tetrahedron Letters

Journal Requests

Journal content items retrieved.

JQuery

A JavaScript library.

JSON

JavaScript Object Notation (JSON) is an open standard file format that uses human-readable text to transmit data objects consisting of attribute–value pairs and array data types. [Wikipedia]

License

A contract or agreement that provides an organization or individual (licensee) with the right to access certain content.

Limit_Exceeded

A COUNTER Metric_Type. A user is denied access to a content item because the simultaneous-user limit for their institution’s license would be exceeded.

Linking_ISSN

A COUNTER report item identifier for the International Standard Serial Number that links together the ISSNs assigned to all instances of a serial publication (ISSN-L) in the format nnnn-nnn[nX] (JSON reports only).

Log file analysis

A method of collecting usage data in which the web server records all of its transactions.

Master Reports

COUNTER reports that contain additional filters and breakdowns beyond those included in the Standard Views.

Metadata

A series of textual elements that describes a content item but does not include the item itself. For example, metadata for a journal article would typically include publisher, journal title, volume, issue, page numbers, copyright information, a list of names and affiliations of the authors, author organization addresses, the article title and an abstract of the article, and keywords or other subject classifications.

Metadata provider

An organization, such as a publisher, that provides descriptive article/item-level metadata to an online search service.

Metric_Type

A COUNTER report attribute that identifies the nature of the usage activity.

Total_Item_Requests, Searches_Regular, Limit_Exceeded, Unique_Title_Requests

Monograph Text

See Book.

Multimedia

Non-textual media such as images, audio, and video.

A COUNTER Host_Type.

A COUNTER Data_Type.

Multimedia collection
Multmedia_Collection

A grouping of multimedia items that are hosted and searched as a single unit and behave like a database.

A COUNTER Host_Type.

See also Database.

Multimedia item

An item of non-textual media content such as an image or streaming or downloadable audio or video files. (Does not include thumbnails or descriptive text/metadata.)

Namespace

A term primarily used in programming languages where the same name may be used for different objects. It is created to group together those names that might be repeated elsewhere within the same or interlinked programs, objects and elements.

For example, an XML namespace consists of element types and attribute names. Each of the names within that namespace is only related/linked to that namespace. The name is uniquely identified by the namespace identifier ahead of the name. For example, Namespace1:John and Namespace2:John are the same names but within different namespaces.

Newspaper or Newsletter
Newspaper_or_Newsletter

Textual content published serially in a newspaper or newsletter.

A COUNTER Data_Type.

NISO

The National Information Standards Organization is a United States non-profit standards organization that develops, maintains and publishes technical standards related to publishing, bibliographic and library applications. [Wikipedia]

No_License

A COUNTER Metric_Type. A user is denied access to a content item because the user or the user’s institution does not have access rights under an agreement with the vendor.

OA

See Open Access.

OA_Delayed

A COUNTER Access_Type that is reserved for future use and must not be implemented. At the time of the transaction, the content item was available as Open Access because the publisher’s embargo period had expired (delayed Open Access).

OA_Gold

A COUNTER Access_Type. At the time of the transaction, the content item was available under a Gold Open Access license (content that is immediately and permanently available as Open Access because an article processing charge applies or the publication process was sponsored by a library, society, or other organization). Content items may be in hybrid publications or fully Open Access publications.

Note that content items offered as delayed Open Access (open after an embargo period) currently must be classified as Controlled, pending the implementation of OA_Delayed.

OCLC

OCLC (Online Computer Library Center). An American non-profit cooperative organization “dedicated to the public purposes of furthering access to the world’s information and reducing information costs”. It was founded in 1967 as the Ohio College Library Center. [Wikipedia]

Online_ISSN

A COUNTER report item identifier for the ISSN assigned to the online manifestation of a serial work.

See also ISSN.

1533-4406

Open Access

Open Access (OA) refers to online research outputs that are free of all restrictions on access (e.g. access tolls) and free of many restrictions on use (e.g. certain copyright and license restrictions). Open Access can be applied to all forms of published research output, including peer-reviewed and non-peer-reviewed academic journal articles, conference papers, theses, book chapters, and monographs. [Wikipedia]

ORCID

An international standard identifier for individuals (i.e. authors) to use with their name as they engage in research, scholarship, and innovation activities. See https://orcid.org/.

A COUNTER identifier type for item contributors.

Other

A content item or section that cannot be classified by any of the other Data_Types or Section_Types.

A COUNTER Data_Type.

A COUNTER Section_Type for Title Reports.

Other_Free_to_Read

A COUNTER Access_Type for institutional repositories. At the time of the transaction, the content item was freely available for reading (no license required) and did not qualify under the OA_Gold Access_Type.

Page tag

Page-tagging is a method of collecting usage data that uses, for example, JavaScript on each page to notify a third-party server when a page is rendered by a web-browser.

Parent

In COUNTER Item Reports the parent is the publication an item is part of. For a journal article, the parent is the journal, and for a book chapter it is the book.

Paywall

A term used to describe the fact that a user attempting to access a content item must be authorized by license or must pay a fee before the content can be accessed.

PDF

Portable Document Format, a standard file format for representing electronic documents (ISO 32000). Items such as full-text articles or journals published in PDF format tend to replicate the printed page in appearance.

PHP

PHP is a general-purpose programming language originally designed for web development. The PHP reference implementation is now produced by The PHP Group. [Wikipedia]

Platform

The content host of an aggregator, publisher, or other online service that delivers the content to the user and that counts and provides the COUNTER usage reports. Individual titles or groups of content might have their own branded user experience but reside on a common host.

A COUNTER Data_Type.

Wiley Online Library, HighWire

Platform Master Report

A COUNTER report that contains additional filters and breakdowns beyond those included in the Platform Standard Views, and which is aggregated to the platform level.

Platform Reports

A series of COUNTER reports that provide usage aggregated to the platform level.

Platform search

A search conducted at the platform level.

Platform usage

Activity across all metrics for entire platforms.

PR

Platform Master Report.

PR_P1

Platform Usage. A pre-set Standard View of PR showing Total and Unique_Item_Requests and Unique_Title_Requests, as well as Searches_Platform.

Print_ISSN

A COUNTER report item identifier for the ISSN assigned to the print manifestation of a work.

See also ISSN.

0028-4793

Proprietary_ID

A COUNTER report item identifier for a unique identifier given by publishers and other content providers to a product or collection of products.

Proprietary Identifier

See Proprietary_ID.

Publication date
Publication_Date

The date of release by the publisher to customers of a content item.

An element in COUNTER Item Reports.

Publisher

An organization whose function is to commission, create, collect, validate, host, distribute and trade information online and/or in printed form.

Sage, Cambridge University Press

Publisher_ID

An element in COUNTER reports for a publisher’s unique identifier. In COUNTER reports the Publisher_ID is presented as a combination of identifier namespace and value.

R4

Release 4.

R5

Release 5.

Reference work

An authoritative source of information about a subject used to find quick answers to questions. The content may be stable or updated over time.

Dictionary, encyclopedia, directory, manual, guide, atlas, index

References

A list of works referred to in an article or chapter with sufficient detail to enable the identification and location of each work.

Registry of compliance

The COUNTER register of content providers compliant with the COUNTER Code of Practice.

Regular

A COUNTER Access_Method. Indicates that usage was generated by a human user browsing/searching a website, rather than by text and data mining processes.

Regular search

A search conducted by a user on a host where the user has the option of selecting the databases being searched.

Release

Version of the COUNTER Code of Practice.

Report

A document that presents information in an organized format.

A COUNTER Data_Type.

Report attributes
Report_Attributes

Report attributes are elements in COUNTER reports that describe the nature of usage for an item or affect how the usage is broken down.

In COUNTER Master Reports the Report_Attributes report header includes a series of report attributes applied to the report. This affects how the usage is presented (i.e. which columns/elements are included in the report), but it does not change the totals.

Attributes_To_Show=Access_Type|YOP

Report filters
Report_Filters

Report filters can be used to limit the usage returned in a COUNTER report. For Standard Views the report filters are pre-set, for Master Reports they can be used to customize the report.

The Report_Filters report header includes a series of report filters applied to the report.

Data_Type=Journal

Report_ID

The alphanumeric identifier of a specific Master Report or Standard View.

PR, DR_D1, TR_J3

Report name
Report_Name

The name of a COUNTER Master Report or Standard View.

Journal Requests (Excluding OA_Gold)

Report validation tool

See COUNTER Report Validation Tool.

Reporting period
Reporting_Period

The total time period covered in a usage report.

Begin_Date=2018-01-01; End_Date=2018-06-30

Repository

A host who provides access to an institution’s research output. Includes subject repositories, institution, department, etc.

A COUNTER Host_Type.

Cranfield CERES

Repository item
Repository_Item

A content item hosted in a repository, including one that consists of one or more digital objects such as text files, audio, video or data, described by associated metadata.

A COUNTER Data_Type.

Request

A category of COUNTER Metric_Types that represents a user accessing content (e.g. full text of an article).

Requestor ID

A system-generated hash identifier that uniquely identifies a requestor session.

Required reports

The COUNTER reports that Host_Types are required to provide.

Research data

Data that supports research findings and may include databases, spreadsheets, tables, raw transaction logs, etc.

RESTful COUNTER_SUSHI API

A RESTful implementation of SUSHI automation intended to return COUNTER Release 5 reports and snippets of COUNTER usage in JSON format. RESTful is based on representational state transfer (REST) technology, an architectural style and approach to communications often used in web services development.

Robot

See Internet robot, crawler, spider.

ROR (Research Organization Registry)

ROR is a community-led registry of open, sustainable, usable, and unique identifiers for every research organization in the world. See https://ror.org/.

In COUNTER reports ROR IDs can be used as identifiers for institutions and publishers.

Scholarly Collaboration Network
Scholarly_Collaboration_Network

A service used by researchers to share information about their work.

A COUNTER Host_Type.

Mendeley, Reddit/Science

Screen scraping

The action of using a computer program to copy data from a website.

Search

A user-driven intellectual query, typically equated to submitting the search form of the online service to the server.

For COUNTER reports a search is counted any time a system executes a search to retrieve a new set of results. This means that systems that perform multiple searches (e.g. search for exact match, search for words in subject, general search) to return a single set of results must only count a single search, not multiple searches. Things that do count as separate searches:

  • Bento-box or multi-tab user interfaces, where multiple searches are conducted to retrieve and present multiple result sets

  • Refinement of a set of search results by faceting, where applying a facet or filter requires the search to be re-run

  • Browsing through a topics list or subject authority file, where clicking on the topic or subject conducts a search to present a set of search results

Note that link resolution never counts as a search.

Search engine

A service that allows users to search for content via the World Wide Web.

Searches_Automated

A COUNTER Metric_Type used to report on searches conducted on a host site or discovery service where multiple databases are searched simultaneously with a single query and the end user does not have the option of selecting the databases being searched.

See also Automated search.

Searches_Federated

A COUNTER Metric_Type used to report on searches conducted by a federated search application. See Appendix G.

See also Federated search.

Searches_Platform

A COUNTER Metric_Type used to report on searches conducted at the platform level.

Note: Searches conducted against multiple databases on the platform will only be counted once.

Searches_Regular

A COUNTER Metric_Type used to report on searches conducted by a user on a host site where the user has the option of selecting the databases being searched.

Note: If a search is conducted across multiple databases, each database searched will count that search.

See also Regular search.

Section

A group of chapters or articles.

A COUNTER Section_Type.

Section_Type

A COUNTER report attribute that identifies the type of section that was accessed by the user.

Article, Book, Chapter, Other,

Serial

A publication in any medium issued in successive parts bearing numerical or chronological designations and intended to be continued indefinitely. This definition includes periodicals, journals, magazines, electronic journals, ongoing directories, annual reports, newspapers, monographic series, and also those journals, magazines, and newsletters of limited duration that otherwise bear all the characteristics of serials (e.g. newsletter of an event). [NISO]

Server-side scripting language

Server-side scripting is a technique used in web development which involves employing scripts on a web server which produce a response customized for each user’s request to the website. The alternative is for the web server itself to deliver a static web page. [Wikipedia]

Service

See Content host.

ScienceDirect, Academic Universe

Session

A successful use of an online service. A single user connects to the service or database and ends by terminating activity that is either explicit (by leaving the service through exit or logout) or implicit (timeout due to user inactivity). [NISO]

Session cookie

A data file that a web server can place on a browser to track activity by a user and attribute that usage to a session.

Session ID

A unique identifier for a single user session. If the content provider’s web-site does not assign and capture a unique identifier to each user session, then a surrogate session ID can be generated using the browser user-agent, the user’s IP address and a one hour time slice (see Section 7 for details). The Session ID is used for double-click filtering and computing Unique_Item and Unique_Title metrics.

Sites

See Hosts.

Spider

See Internet robot, crawler, spider.

Standard View

A predefined version of a Master report, designed to meet the most common needs.

Book Requests (Excluding OA_Gold), Journal Article Requests

Standardized Usage Statistics Harvesting Initiative

See SUSHI.

Status code

HTTP response status code. Status codes are issued by a server in response to a client’s request made to the server. [Wikipedia]

SUSHI

An international standard (Z39-93) used by COUNTER R4 that describes a method for automating the harvesting of reports.

Short form for the COUNTER_SUSHI API used in COUNTER R5 for harvesting COUNTER reports.

COUNTER compliance requires content hosts to implement the COUNTER_SUSHI API.

Tab Separated Value

See TSV.

TDM

Text and data mining (TDM) is a computational process whereby text or datasets are crawled by software that recognizes entities, relationships, and actions. [STM Publishers]

A COUNTER Access_Method used to separate regular usage from usage that represents access to content for the purposes of text and data mining.

Text and data mining

See TDM.

Thesis or Dissertation
Thesis_Or_Dissertation

Dissertation: a long essay on a particular subject, especially one written as a requirement for a degree.

Thesis: a long essay or dissertation involving personal research, written by a candidate for a college degree.

A COUNTER Data_Type.

Title

The name of a book, journal, or reference work.

Title Master Report

A COUNTER report that contains additional filters and breakdowns beyond those included in the Title Standard Views and is aggregated to publication title level rather than towards individual articles/chapters.

Title Reports

A series of COUNTER reports where usage is aggregated to the publication title level.

TLS (HTTPS)

Transport Layer Security (TLS) protocol, Hypertext Transfer Protocol Secure (HTTPS) protocol.

Total_Item_Investigations

A COUNTER Metric_Type that represents the number of times users accessed the content (e.g. a full text) of an item, or information describing that item (e.g. an abstract).

Total_Item_Requests

A COUNTER Metric_Type that represents the number of times users requested the full content (e.g. a full text) of an item. Requests may take the form of viewing, downloading, emailing, or printing content, provided such actions can be tracked by the content provider.

TR

Title Report.

TR_B1

Book Requests (Excluding OA_Gold). A pre-set Standard View of TR showing full text activity for all book content which is not Gold Open Access.

TR_B2

Book Access Denied. A pre-set Standard View of TR showing where users were denied access because simultaneous-use (concurrency) licenses were exceeded, or their institution did not have a license for the book.

TR_B3

Book Usage by Access Type. A pre-set Standard View of TR showing all applicable Metric_Types broken down by Access_Type.

TR_J1

Journal Requests (Excluding OA_Gold). A pre-set Standard View of TR showing full text activity for all journal content which is not Gold Open Access.

TR_J2

Journal Accessed Denied. A pre-set Standard View of TR showing where users were denied access because simultaneous-use licenses were exceeded, or their institution did not have a license for the journal.

TR_J3

Journal Usage by Access Type. A pre-set Standard View of TR showing all applicable Metric_Types broken down by Access_Type.

TR_J4

Journal Requests by YOP (excluding OA_Gold). A pre-set Standard View of TR breaking down the full text usage of non-Gold Open Access content by year of publication (YOP).

Transaction

A usage event.

TSV

A tab-separated values (TSV) file is a simple text format for storing data in a tabular structure, e.g. database table or spreadsheet data. Each record in the table is one line of the text file. Each field value of a record is separated from the next by a tab character. [Wikipedia]

Turnaway

See Access denied.

Unique item

A content item assessed during a session. Each unique content item accessed in a session is counted once per user session, even if there are multiple requests for the same content item during a session.

Unique_Item_Investigations

A COUNTER Metric_Type that represents the number of unique content items investigated in a user session. Examples of content items are articles, books, book chapters, and multimedia files.

Unique_Item_Requests

A COUNTER Metric_Type that represents the number of unique content items requested in a user session. Examples of content items are articles, books, book chapters, and multimedia files.

Unique title

A book assessed during a session. Each unique book title accessed in a session is counted once per user session, even if there are multiple requests for the same title during a session.

Unique_Title_Investigations

A COUNTER Metric_Type that represents the number of unique titles investigated in a user session. This Metric_Type is only applicable for Data_Type Book.

Unique_Title_Requests

A COUNTER Metric_Type that represents the number of unique titles requested in a user session. This Metric_Type is only applicable for Data_Type Book.

URI

In information technology, a Uniform Resource Identifier (URI) is a string of characters that unambiguously identifies a particular resource. To guarantee uniformity, all URIs follow a predefined set of syntax rules, but also maintain extensibility through a separately defined hierarchical naming scheme (e.g.http://). [Wikipedia]

An element in COUNTER reports used to identify the item for which usage is being reported.

URL

Uniform Resource Locator. The address of a World Wide Web page.

URN

Uniform Resource Name, which identifies a resource by name in a particular namespace.

User

A person who accesses the online resource.

User agent

An identifier that is part of the HTTP protocol that identifies the software (e.g. browser) being used to access the site. May be used by robots to identify themselves.

User cookie

A small piece of data sent from a website and stored on the user’s computer by the user’s web browser while the user is browsing.

User session

See Session.

UTF-8

UTF-8 is a variable width character encoding capable of encoding all 1,112,064 valid code points in Unicode using one to four 8-bit bytes. The encoding is defined by the Unicode Standard, and was originally designed by Ken Thompson and Rob Pike. The name is derived from Unicode Transformation Format - 8-bit. [Wikipedia]

Vendor

A publisher or other online information provider who delivers licensed content to the customer and with whom the customer has a contractual relationship.

Taylor & Francis, EBSCO

Version of Record

A fixed version of a journal article that has been made available by any organization that acts as a publisher that formally and exclusively declares the article “published”.

W3C

The World Wide Web Consortium is the main international standards organization for the World Wide Web. [Wikipedia]

XML

A mark-up language that defines a set of rules for encoding documents in a format that is both human-readable and machine-readable. [Wikipedia]

Year of Publication

See YOP.

YOP

Year of publication. Calendar year in which an article, item, issue, or volume is published.

For the COUNTER report attribute YOP, use the year of publication for the Version of Record if the year of publication differs for print and online version.

Z39.50

An international standard protocol created by NISO for search. A Z39.50 client can search any Z39.50-compatible online service. Often used by federated search applications to facilitate searching content at other sites.