Migration Resources for Libraries

Migration / Website News (as of November):

The 2024 volumes published online to date have published Open Access through the Subscribe to Open (S2O) program. The full list is available here. 

PLEASE NOTE: The subscriptions list from the institutional administrator dashboard are not rendering correctly, therefore do not accurately reflect your entitlements. This is a known bug and is being addressed.
However, if you are not able to access your subscription content, please reach out to [email protected].

Behind the scenes, there are many projects being managed simultaneously, and a few technical tasks have taken more time than anticipated. Thank you for your patience. At any time, if you encounter any errors or reasons for concern, please contact [email protected].

News and updates:

• Important COUNTER Report Information: 
  During our platform migration, usage and download data was transferred from our prior website to our new platform provider. Following the migration, we closely reviewed the data and discovered some inconsistencies. We have resolved the problem that occurred during the transition and have implemented an additional technical solution. Historical (2022-March 2024) item and total usage reports are now available.
  To access usage reports, please log in and navigate to the Administrator Dashboard by clicking "Administration" from the top site menu:
  
  
• From the Dashboard,  select "COUNTER 5" from the Content and Reports section. Select "Master Report / Title Report" type and you will be provided with a link to historical reports.
  
  
• Please note: historical Title Master reports are specific to content access type (paywalled/controlled and OA articles), therefore 2 separate reports are required for each year. For complete usage, please use the total across both content types.
• The historical SUSHI harvesting technical fix is still in process, and 2023 and/or YTD 2024 data will return an error message from your SUSHI client.
  We understand how important accurate usage data is for our customers and apologize for this inconvenience. In the meantime, please utilize the Institutional Admin dashboard directly for your usage reports.
  
  
• Additional Resources:
• Migration Checklist for Libraries
• KBART file for journals
• Diagnostic page for IP info / support troubleshooting

We appreciate your continued patience during this complex and ongoing process of site improvements.
If you have any questions, please contact us at [email protected].

Overview:

Annual Reviews migrated its website to Ingenta Edify on March 19, 2024. We are committed to providing institutional administrators and librarians with powerful tools to manage institutional profile and branding, IP addresses and ranges, single sign-on (SSO) federated access and COUNTER 5 compliant usage statistics.

FAQs about the platform migration

How can I log in?
As soon as the migration is complete and accounts are ready, activation emails will be automatically sent to the site administrator listed on the institutional account, along with instructions to guide you through validating your administrator account. Please activate your account as soon as possible to ensure access to the institutional administrator dashboard and to familiarize yourself with the new platform. If you would like to be added to your institution’s account as an administrator, please contact [email protected]
If you are the administrator for your institution and don't receive an email, or if you are unable to log in, please contact [email protected]

Does the content redirect automatically to Annual Reviews on the new platform?
All existing information will be migrated to the new platform (DOIs, URLs, subscriptions, IP ranges, link resolvers, federated access, etc.) and permanent redirects will be in place if needed to ensure continuity of access.

Do I need to update my IP addresses on the new platform?
Your IP addresses will be migrated to the new site. After migration, if you are a member of the IP Registry, you may continue to use it to update your IP addresses. For more information about the IP Registry, please visit: https://app.theipregistry.org/Registration/OrganisationLookup.
You may also update your IPs directly on our new site after migration. To manually change or add IP addresses, please follow the instructions described here.

How will this impact usage reports?
COUNTER usage data dating back to 2022 is available. COUNTER 4 reports will be retired following the migration.

Following the migration, usage reports can be downloaded from the institutional administrator dashboard. Your usage reports can be found in the 'Content and Reports/COUNTER 5' section of the institutional administrator dashboard.

Will URLs for journal homepages or individual articles change?
The majority of our URLs will remain unchanged, and redirects are in place when needed to ensure all content can be accessed without interruption.

Are there any changes to DOIs? Is the DOI registry updated to reflect new URLs?
The DOI registry has been updated to reflect the new URLs on Ingenta, and the DOIs for journal articles have not changed.

Does my institution have access to both old and new platforms simultaneously?
Access to Annual Reviews journals will solely be available through Ingenta Edify once the migration has been completed. If you need to make changes to your institution's account prior to that date, please contact [email protected].

What do I do if my library has lost access during the transition?
Please email [email protected]. Our Customer Support team will resolve the issue as quickly as possible.

Managing your account

Activate your account

As soon as the migration is complete and accounts are ready, activation emails will be automatically sent to the site administrator listed on the institutional account, along with instructions to guide you through validating your administrator account. Please activate your account as soon as possible to ensure access to the institutional administrator dashboard and to familiarize yourself with our new platform.

If you are the administrator for your institution and don't receive an email, or if you unable to log in, please contact [email protected].

We have created an account migration checklist for your reference.

Access the institutional administrator dashboard

To access the administrator dashboard click 'Login' in the top navigation. The 'Institutional Login' is for institutional single sign-on (SSO) federated access.

Once you have logged into your administrator account, you will see two links in the top navigation.

The Administration link will take you to the institutional administrator dashboard.
The Profile Management section is where you can manage details related to your institution's account.
(Please note this section is dedicated to your institution and is different than your personal profile.)

Profile & Authentication: Update your institution's details

Select 'Update institutional profile' under the 'Profile Management' header.
Please complete the form with the following information:

Name (Institutional name for Administrators): Name Of INSTITUTION
Administrator name: FIRST and LAST name of Institutional Administrator
Email address: Contact email for Institutional Administrator
Country: Location of Institution
Street Address, City/Town: These fields are not required, but suggested. Contact address for Institution
County/State/Region: Please select from dropdown menu. Contact address for Institution
Postal Code: Contact address for Institution
IP Registry ID (if available)

Set up your institutional logo for display to users to your patrons

To display your institution's logo on the site to your authenticated users, select 'Manage institutional logo' under the 'Profile Management' header.

Change my administrator password

Select 'Update administrator sign-in details' under the 'Profile Management' header.

Authentication: Managing your access

Add or remove IP addresses for your institution

If you are a member of the IP Registry, your IP addresses will be migrated from the current site and updated directly through the IP Registry. For more information, please visit the IP Registry directly: https://app.theipregistry.org/Registration/OrganisationLookup

To change or add IP addresses, please follow these instructions:

In the 'Profile & Authentication' section, select 'Manage IP addresses' under the 'Authentication' header.

You can add, delete, and update IPv4 and IPv6 IP ranges. Please note wildcard, inclusive range, and multiple IP range entry (separation) requirements.

Set up EZProxy for your institution

Current EZProxy database stanzas can be found here.

Once the configuration file is in place, please add your Proxy to your list of IPs.

Enable Shibboleth for your institution

Select 'Manage Shibboleth identity' under the 'Authentication' header. Please note: as part of our platform migration and ongoing efforts to streamline third-party integrations, we ask that institutions utilizing federated access join eduGAIN. eduGAIN provides an efficient, flexible way for participating federations and their affiliated users and services to interconnect.

Enable Open Athens for your institution

To set up Open Athens for your institution, please email your Entity ID to [email protected].

Set up outbound OpenURL for your institution

Select 'Manage link resolvers' under the 'Authentication' header to customize the text that appears on journal articles.

Below is an example of an article with the OpenURL text applied. The text can be customized, and will appear in red.

Content and Reports: View subscriptions and metrics

View your institution's subscriptions

Select 'Current Subscriptions' link under the 'My Content' header.

SUSHI

Select 'SUSHI' under the 'Reports' header, then click 'Enable SUSHI reports".

Once SUSHI reports are enabled, the SUSHI request URL, Requestor ID, and Customer Reference ID are provided:

Usage: COUNTER 5.1

COUNTER Release 5.1 | Frequently asked questions

1) What are the differences between COUNTER R5 and R5.1?
While Release 5.1 of the COUNTER Code of Practice (CoP) differs from Release 5.0 in a few ways, the main aspects are the same. 
However, the following updates will be available in R5.1:

• Focus: Release 5.1 focuses more on items as the unit of reporting.
• Item level metrics now use book chapters in the calculation for books resulting in higher item-level requests and investigations for books in 5.1 reports.
• Access types: Release 5.1 has improved definitions of access types.
• Data types: Release 5.1 has an extended list of data types.
• SUSHI protocol: Release 5.1 has significant upgrades to the SUSHI protocol and associated JSON report structures.
• Consortium reports: Release 5.1 covers three types of consortia reporting: mandatory summary reports, separate institutional reports, and optional detailed reports.

2) How and when can I access the new R5.1 reports?
As is the case with COUNTER R5 reports, R5.1 reports will be available in the COUNTER section of the institutional administrator dashboard.

Annual Reviews will be compliant as per COUNTER recommendation when R5.1 is released February 2025 and will include the ability to capture usage for 3-years historical up through and including Jan. 2025.

Once R5.1 is released, the COUNTER section of the institutional administrator dashboard will have a link for accessing both COUNTER 5.0 and 5.1 Reports.

3) We are already harvesting COUNTER 5 reports from a publisher via SUSHI. In order to harvest the COUNTER 5.1 reports, will we need to set up a new SUSHI connection separate from our COUNTER 5 connection?

No new connection is needed. Use your COUNTER 5.0 identifiers (API key, Requestor_ID, Customer_ID) and add /r51 to the API call to differentiate it from COUNTER 5.0 (example: https://usage.reporting/sushi/r51) SUSHI help can be found here: https://www.annualreviews.org/help/sushi

Access COUNTER compliant usage statistics

'COUNTER 5' under the 'Reports' header.

Select your Master report type from the drop-down menu: