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The COUNTER Code of Practice

COUNTER’s library, vendor and content provider members have contributed to the development the Code of Practice.

The Code of Practice enables publishers and vendors to produce consistent and credible usage data. This allows libraries to compare data received from different vendors and publishers, and to understand and demonstrate the value of the electronic resources to which they subscribe.

Release 4 is the current Code of Practice and the requirement for COUNTER-compliance. The effective date for compliance with Release 5 is January 2019. The Transition Timeline and Transition Options graphics explains the detail.

 

Code of Practice
 

Abstract

COUNTER’s library, vendorA publisherAn organization whose function is to commission, create, collect, validate, hostAn intermediary online service which stores items that can be downloaded by the user, distribute and trade information online and/or in printed form or other online information provider who delivers its own licensed content to the customerAn individual or organization that pays a vendor for access to a specified range of the vendor’s services and/or content and is subject to terms and conditions agreed with the vendor and with whom the customerAn individual or organization that pays a vendor for access to a specified range of the vendor’s services and/or content and is subject to terms and conditions agreed with the vendor has a contractual relationship and content providerAn organization whose function is to commission, create, collect, validate, host, distribute and trade information in electronic form members have contributed to the development of Release 5 (R5) of the Code of Practice.

The Code of Practice enables publishers and other content providers to produce consistent and credible usage data. This allows libraries to compare the usage data they receive, and to understand and demonstrate the value of the electronic resources to which they subscribe.

R5 will become the current Code of Practice and the requirement for COUNTER-compliance effective January of 2019.


How to become Counter Compliant

All academic libraries across the world use and trust COUNTER usage reports to inform renewal and new purchasing decisions, to inform faculty about the value of the library and its resources and to understand user behaviour and improve the user experience.

Counter will help publishers and vendors to become compliant. The The Friendly Guide for Providers Release 5  and Technical Notes and will provide the information you will need to start the process. Content providers transitioning from Release 4 to Release 5 compliance will also find transition timeline useful in their planning.

Audit Process

To comply with the Code of Practice, publishers and vendors must be independently audited within six months of signing the Declaration of COUNTER Compliance, and annually thereafter.

There are three approved COUNTER auditors:

COUNTER will also accept an audit by any Chartered Accountant (UK), CPA (USA) or their equivalent elsewhere.

 
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