- Product: 360 Counter
What do I need to do to start using 360 Counter?
This document is designed to get you started as quickly as possible with 360 Counter. The information below is not intended to be a complete guide to everything about 360 Counter; rather, it is a place to begin as you start to implement 360 Counter for your library.
This document has three sections; click the section title here to jump straight to that section:
The 360 Counter tools are part of the Client Center, the administrative hub for your ProQuest management and discovery services. A working understanding of the tools in the Client Center is necessary to work with 360 Counter and any other service in your 360 Suite. If you are familiar with the Client Center and have already set up 360 Core, you can go over this section quickly and focus on the steps in the Getting Set section.
A. Learn about the Client Center
If you are unfamiliar with the Client Center, we encourage you to look at the following:
Watch a series of short videos.
Read about the Client Center.
Attend a webinar to learn about the Client Center.
B. Populate Data Management
It's important to ensure that Data Management includes all the resources subscribed to by your library. When the usage data is uploaded into 360 Counter, the vendor statistics will be associated with the COUNTER-compliant providers populated in Data Management:
Watch short videos on populating Data Management.
C. Check Account Permissions
To turn on permissions for library staff members to use 360 Counter:
- From the Client Center Home page, click Client Center Accounts.
- Choose the applicable account.
- On the left side of the Account Details page, click Resource Manager Permissions.
- Click the Edit button on the upper-right side.
- Modify the permissions as desired (None, View, or View/Edit):
- Counter - View or add items on the 360 Counter page
- Cost Data - View or add costs to resources
- Vendor Statistics Metadata - View or add metadata describing the statistics that are available from various vendors/providers
- Administration - View or update the Data Retrieval Service (DRS)
- Click the Save button.
D. Fiscal or Calendar Year
360 Counter needs to know which month during the year you want your subscriptions' cost-cycle to begin. For most libraries, this will be January, even libraries whose financial fiscal year begins in a month other than January.
Read about Fiscal and Calendar Years.
Watch the 8 minutes long video about the Introduction to the Data Retrieval Service (DRS), including the online DRS Form, and SUSHI Harvesting: 360 Counter: Video Tutorials and Recorded Presentations.
For an overview of 360 Counter:
Read the Introduction and Overview to Counter.
To see an overview of the 360 Counter page in the Client Center:
Read about the 360 Counter page.
A. Set Up Data Retrieval Service (DRS)
360 Counter's Data Retrieval Service retrieves, cleans, and uploads into 360 Counter your Project-COUNTER-compliant usage-statistics reports from various vendors/providers/publishers:
Read about 360 Counter: Data Retrieval Service (DRS).
Gather and store your providers' usage-statistics login credentials on the DRS Request Form. It is recommended that you provide Administration-based harvesting provider information first. As soon as this is complete, we can move forward retrieving and uploading your usage reports for you. SUSHI Protocol Harvesting providers information can be entered as you have them and SUSHI setup will take effect automatically the following month.
In addition to having provider login credential on the DRS Form, you have the option to store login credentials in the Vendor Statistics Metadata tool of the Client Center. If you choose to do that, you would need to maintain and update the credentials on both the DRS Form and the Vendor Statistics Metadata tool. Instead, we recommend that you store the login credentials for COUNTER-compliant providers on the DRS Form and non-COUNTER-compliant providers in the Vendor Statistics Metadata tool:
Watch a short video about creating and using Vendor Statistics Metadata
Read an overview of Vendor Statistics
Read about Vendor Statistics Data Sets
Read about getting a file (spreadsheet) of all your login credentials from the Management Reports system.
B. Request That ProQuest Retrieve Usage Statistics
After you have set up the DRS, you'll need to inform us so that we can retrieve and upload into 360 Counter the first set of usage-statistics reports from your providers:
Respond to the email from the ProQuest 360 Counter Implementation Specialist, informing them your DRS Form is complete.
The process of retrieving and uploading usage-statistics reports can take two to three weeks.
C. Learn More About Working With 360 Counter Usage Statistics
After you are informed that your first set of usage-statistics have been loaded into 360 Counter through the DRS, you will be ready to learn more about how 360 Counter works in a training session:
Attend your scheduled 360 Counter training with a ProQuest trainer.
D. Load Non-COUNTER-Compliant Usage Statistics
Although the DRS can retrieve and load usage-statistics reports from many providers, it can only work with reports that are Project-COUNTER-compliant. There are some providers whose usage-statistics reports are not COUNTER-compliant, so we have instructions for how you can manually upload those reports into 360 Counter:
Read about uploading non-COUNTER-compliant usage data.
A. View Your Reports of Consolidated Usage Statistics
If the Data Retrieval Service (DRS) uploaded your statistics, you will be sent an email report showing the results of the uploads, along with the raw data from the information providers you selected. Save the raw data reports locally in case you want to upload them again at a later date.
If you uploaded your own usage reports, the data is "pushed" to the Consolidated Reports per the data upload schedule.
Regardless how the usage statistics got into the Consolidated Report system,
Read about Using Consolidated Usage and Cost Reports
B. Adding Resource Cost Information
The Cost tool allows you to add payment information to resources at any level: collection, provider, database, or individual title (holding.) To add or edit payment information, search for the resources in the e-Catalog or browse to the resources from the Data Management Home page, and click on the Cost link from the resource's Details page. More than one payment can be added to a resource for a single fiscal year.
Costs can be added individually to resources, or you can use the Cost Data Upload tool to bulk-upload costs:
Watch a short video about adding cost information.
Read about adding cost information to a resource.
Read about adding fund information to a payment.
Read about using the Cost Data Upload Tool.
Read how the cost-per-use metric is calculated.
C. Other Resources
As you continue to add data to your 360 Counter system, there are a few more resources you may find useful:
Attend a webinar to learn more about 360 Counter.
Read the 360 Counter User Guide for details on all the features of 360 Counter.
- Date Created: 9-Feb-2014
- Last Edited Date: 28-Jun-2015
- Old Article Number: 7181