4.3 Title Reports

Title Reports provide a summary of activity related to content at the title level and provide a means of evaluating the impact a title has for an institution’s patrons.

To better facilitate open access reporting, report providers are encouraged to provide a Global Title Report including all global usage, whether attributed to institutions or not. The Global Title Report could be filtered and broken down as usual, including by using Attributed and other extensions (see Section 11.5).

Table 4.h (below): Title Report and Standard Views of the Title Report

Report_ID	Report_Name	Details	Host_Types
TR	Title Report	A customizable report detailing activity at the title level (journal, book, etc.) that allows the user to apply filters and select other configuration options.	Aggregated_Full_Content eBook eBook_Collection eJournal
TR_B1	Book Requests (Controlled)	Reports on full-text activity for books (Data_Types Book and Reference_Work), excluding Open and Free_To_Read content, as Total_Item_Requests and Unique_Title_Requests. The Unique_Title_Requests provides comparable usage across book platforms. The Total_Item_Requests shows overall activity; however, numbers between sites will vary significantly based on how the content is delivered (e.g. delivered as a complete book or by chapter).	Aggregated_Full_Content eBook eBook_Collection
TR_B2	Book Access Denied	Reports on Access Denied activity for books (Data_Types Book and Reference_Work) where users were denied access because simultaneous-use licenses were exceeded or their institution did not have a license for the book.	Aggregated_Full_Content eBook eBook_Collection
TR_B3	Book Usage by Access Type	Reports on book usage (Data_Types Book and Reference_Work) showing all applicable Metric_Types broken down by Access_Type.	Aggregated_Full_Content eBook eBook_Collection
TR_J1	Journal Requests (Controlled)	Reports on usage of journal content, excluding Open and Free_To_Read content, as Total_Item_Requests and Unique_Item_Requests. The Unique_Item_Requests provides comparable usage across journal platforms by reducing the inflationary effect that occurs when an HTML full text automatically displays and the user then accesses the PDF version. The Total_Item_Requests shows overall activity.	Aggregated_Full_Content eJournal
TR_J2	Journal Access Denied	Reports on Access Denied activity for journal content where users were denied access because simultaneous-use licenses were exceeded or their institution did not have a license for the title.	Aggregated_Full_Content eJournal
TR_J3	Journal Usage by Access Type	Reports on usage of journal content for all Metric_Types broken down by Access_Type.	Aggregated_Full_Content eJournal
TR_J4	Journal Requests by YOP (Controlled)	Breaks down the usage of journal content, excluding Open and Free_To_Read content, by year of publication (YOP), providing counts for the Metric_Types Total_Item_Requests and Unique_Item_Requests. Provides the details necessary to analyze usage of content in backfiles or covered by perpetual access agreement. Note that COUNTER reports do not provide access model or perpetual access rights details.	Aggregated_Full_Content eJournal

4.3.1 Report Header

The table below shows the header details for the Title Report and its Standard Views. For the tabular reports, elements MUST appear in the exact order shown, and spelling, casing, and punctuation of labels (Column A) and fixed data elements such as report names (Column B) MUST match exactly. The JSON version of the report MUST comply with the Report_Header definition in the COUNTER_SUSHI API Specification (see Section 8 below). Entries in the table appearing in italics describe the values to include.

Note that for the Global Title Report, if provided, the Institution_Name should be “The World”.

Table 4.i (below) Header for Title Report and Standard Views of the Title Report - Part 1 (for Books)

Row in Tabular Report	Label for Tabular Report (Column A)	Value for Tabular Report (Column B)
Row in Tabular Report	Label for Tabular Report (Column A)	TR	TR_B1	TR_B2	TR_B3
1	Report_Name	Title Report	Book Requests (Controlled)	Book Access Denied	Book Usage by Access Type
2	Report_ID	TR	TR_B1	TR_B2	TR_B3
3	Release	5.1	5.1	5.1	5.1
4	Institution_Name	Name of the institution the usage is attributed to.
5	Institution_ID	Identifier(s) for the institution in the format of {namespace}:{value}. Leave blank if identifier is not known. Multiple identifiers may be included by separating with semicolon-space (“; ”).
6	Metric_Types	Semicolon-space delimited list of Metric_Types included in the report.	Total_Item_Requests; Unique_Title_Requests	Limit_Exceeded; No_License	Total_Item_Investigations; Total_Item_Requests; Unique_Item_Investigations; Unique_Item_Requests; Unique_Title_Investigations; Unique_Title_Requests
7	Report_Filters	Semicolon-space delimited list of filters applied to the data to generate the report.	Data_Type=Book\| Reference_Work; Access_Type=Controlled; Access_Method=Regular*	Data_Type=Book\| Reference_Work; Access_Method=Regular*	Data_Type=Book\| Reference_Work; Access_Method=Regular*
8	Report_Attributes	Semicolon-space delimited list of report attributes applied to the data to generate the report.	(blank)	(blank)	(blank)
9	Exceptions	Any exceptions that occurred in generating the report, in the format “{Exception Code}: {Exception Message} ({Data})” with multiple exceptions separated by semicolon-space (“; ”).
10	Reporting_Period	Date range requested for the report in the form of “Begin_Date=yyyy-mm-dd; End_Date=yyyy-mm-dd”. The “dd” of the Begin_Date is 01. The “dd” of the End_Date is the last day of the month.
11	Created	Date and time the report was run in RFC3339 date-time format (yyyy-mm-ddThh:mm:ssZ).
12	Created_By	Name of organization or system that generated the report.
13	Registry_Record	Link to the platform’s COUNTER Registry record.
14	(blank)	(blank)	(blank)	(blank)	(blank)

*If a Platform filter is used (see Section 3.3.7 for details), it MUST be included in Report_Filters.

Table 4.j (below): Header for Standard Views of the Title Report - Part 2 (for Journals)

Row in Tabular Report	Label for Tabular Report (Column A)	Value for Tabular Report (Column B)
Row in Tabular Report	Label for Tabular Report (Column A)	TR_J1	TR_J2	TR_J3	TR_J4
1	Report_Name	Journal Requests (Controlled)	Journal Access Denied	Journal Usage by Access Type	Journal Requests by YOP (Controlled)
2	Report_ID	TR_J1	TR_J2	TR_J3	TR_J4
3	Release	5.1	5.1	5.1	5.1
4	Institution_Name	Name of the institution the usage is attributed to.
5	Institution_ID	Identifier(s) for the institution in the format of {namespace}:{value}. Leave blank if identifier is not known. Multiple identifiers may be included by separating with semicolon-space (“; ”).
6	Metric_Types	Total_Item_Requests; Unique_Item_Requests	Limit_Exceeded; No_License	Total_Item_Investigations; Total_Item_Requests; Unique_Item_Investigations; Unique_Item_Requests	Total_Item_Requests; Unique_Item_Requests
7	Report_Filters	Data_Type=Journal; Access_Type=Controlled; Access_Method=Regular*	Data_Type=Journal; Access_Method=Regular*	Data_Type=Journal; Access_Method=Regular*	Data_Type=Journal; Access_Type=Controlled; Access_Method=Regular*
8	Report_Attributes	(blank)	(blank)	(blank)	(blank)
9	Exceptions	Any exceptions that occurred in generating the report, in the format “{Exception Code}: {Exception Message} ({Data})” with multiple exceptions separated by semicolon-space (“; ”).
10	Reporting_Period	Date range requested for the report in the form of “Begin_Date=yyyy-mm-dd; End_Date=yyyy-mm-dd”. The “dd” of the Begin_Date is 01. The “dd” of the End_Date is the last day of the month.
11	Created	Date and time the report was run in RFC3339 date-time format (yyyy-mm-ddThh:mm:ssZ).
12	Created_By	Name of organization or system that generated the report.
13	Registry_Record	Link to the platform’s COUNTER Registry record.
14	(blank)	(blank)	(blank)	(blank)	(blank)

*If a Platform filter is used (see Section 3.3.7 for details), it MUST be included in Report_Filters.

4.3.2 Column Headings/Elements

The following elements MUST appear in the tabular report in the order they appear in the table below. For guidance on how these elements appear in the JSON format, refer to the COUNTER_SUSHI API Specification (see Section 8 below). Mandatory (M) elements MUST be included in the report. The other elements MUST only be included in the COUNTER Report if called for (C), and if included they MUST be listed in Attributes_To_Show in the Report_Attributes header.

Table 4.k (below): Column Headings/Elements for Title Report and Standard Views of the Title Report

Element Name (Tabular)	TR	TR_B1	TR_B2	TR_B3	TR_J1	TR_J2	TR_J3	TR_J4
Title	M	M	M	M	M	M	M	M
Publisher	M	M	M	M	M	M	M	M
Publisher_ID	M	M	M	M	M	M	M	M
Platform	M	M	M	M	M	M	M	M
DOI	M	M	M	M	M	M	M	M
Proprietary_ID	M	M	M	M	M	M	M	M
ISBN	M	M	M	M
Print_ISSN	M	M	M	M	M	M	M	M
Online_ISSN	M	M	M	M	M	M	M	M
URI	M	M	M	M	M	M	M	M
Data_Type	M	M	M	M
YOP	C	M	M	M				M
Access_Type	C			M			M
Access_Method	C
Metric_Type	M	M	M	M	M	M	M	M
Reporting_Period_Total	M	M	M	M	M	M	M	M
Mmm-yyyy	M*	M	M	M	M	M	M	M

*unless Exclude_Monthly_Details=True is used

4.3.3 Filters and Attributes

The following table presents the values that can be chosen for the Title Report and that are pre-set for the Standard Views of the Title Report. If a filter is not included in the request, the default applies. For the Standard Views an empty cell indicates that the filter is not applied.

Table 4.l (below): Filters/Attributes for Title Report and Standard Views of the Title Report - Part 1 (for Books)

Filter/Attribute	Filters available (options for Title Report and required for Standard Views of the Title Report)
Filter/Attribute	TR	TR_B1	TR_B2	TR_B3
Data_Type	One or more or all (default) of the Data_Types applicable to the platform.	Book Reference_Work	Book Reference_Work	Book Reference_Work
YOP	All years (default), a specific year in the format yyyy, or a range of years in the format yyyy-yyyy. Use 0001 for unknown or 9999 for articles in press. Note that the COUNTER_SUSHI API allows the specification of multiple years and ranges separated by the vertical pipe (“\|”) character.
Access_Type	One or more or all (default) of: - Controlled - Open - Free_To_Read	Controlled
Access_Method	One or all (default) of: - Regular - TDM	Regular	Regular	Regular
Metric_Type	One or more or all (default) of: - Total_Item_Investigations - Total_Item_Requests - Unique_Item_Investigations - Unique_Item_Requests - Unique_Title_Investigations - Unique_Title_Requests - Limit_Exceeded - No_License	Total_Item_Requests Unique_Title_Requests	Limit_Exceeded No_License	Total_Item_Investigations Total_Item_Requests Unique_Item_Investigations Unique_Item_Requests Unique_Title_Investigations Unique_Title_Requests
Exclude_Monthly_Details	False (default) or True

Table 4.m (below): Filters/Attributes for Standard Views of the Title Report - Part 2 (for Journals)

Filter/Attribute	Filters available (options for Title Report and required for Standard Views of the Title Report)
Filter/Attribute	TR_J1	TR_J2	TR_J3	TR_J4
Data_Type	Journal	Journal	Journal	Journal
YOP
Access_Type	Controlled			Controlled
Access_Method	Regular	Regular	Regular	Regular
Metric_Type	Total_Item_Requests Unique_Item_Requests	Limit_Exceeded No_License	Total_Item_Investigations Total_Item_Requests Unique_Item_Investigations Unique_Item_Requests	Total_Item_Requests Unique_Item_Requests
Exclude_Monthly_Details

If a filter is applied to a column that doesn’t show on the report, usage for all selected attribute values is summed and the totals are presented in the report.