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    Summon: Usage Reports

    • Product: Summon

    What reports are available regarding how Summon is being used at our library?

    If you are looking for information on the legacy Urchin interface, please see this article.
    Usage reports are available within the Summon Administration Console.  Summon also supports Google Analytics which can be helpful for identifying additional user activity outside of what is covered in the below admin console reports. 
    To access usage reports in the admin console: 
    • Click Usage at the top of the administration console and you will be presented with two tabs at the top of the page:
      • Current: Provides reports with data from 2017 to present.  The reports are built on Oracle Business Intelligence (OBI).    
      • Historical: Provides older reports with data through 2016.  The reports are built on Urchin, a Google analytics platform that Google is no longer maintaining.  
    Summon_usage_current_historical_tabs.png
    The OBI interface can time out after a period of inactivity. If a login page for OBI appears in your administration console, refresh the browser.
    The OBI interface tracks vanilla UI usage only. If your library uses its own interface based on the Summon API, the reports in the administration console will not be able to provide data.

    Current Reports

    After selecting the Current tab at the top of the screen, a variety of reports are available by first clicking on Catalog on the blue menu bar:  
    Summon_usage_catalog_link.png
    1. On the left side of the Catalog page, select the Shared Folders folder
    2. Under that, select the Summon folder
    3. Drill down to the Usage folder, then the Reports folder

      The reports described in the bottom half of this document will display on the right side of the screen.  Click Open (below the report name) to view a report.
    Summon_usage_folders.png
    When viewing a report:
    • You can export the report in any of the following formats by clicking the Export link that displays at the bottom of every report.  You can also export without running the report: Select Export from the More menu on the Catalog page (below each report there are Open, Edit, and More links).
      • Available export formats include PDF, Excel, PowerPoint, Web Archive (.mht), Data (CSV, Tab Delimited, or XML).
    • For many reports, you can drill down to a deeper view of the data. For example, clicking on a Month in the monthly Action Usage Report will refresh the page with a daily view of that month.
    • If you click on a link to view a more granular level of data, return to the default view of the report by clicking back on the folder you originally found the report in or use your back button.
    • Experienced Oracle OBI users can utilize additional functionality they are familiar with, such as editing parameters in existing reports and creating your own reports.

    Note that a quick view of the most common reports is available via the Dashboards link shown below.  Select Example Dashboard to have several of the most common reports available on separate tabs:  

    Summon_usage_dashboard.png  

    Action Usage Searches 

    This report displays the number of searches conducted via:
    • Facet Filtering: The facets and filters available to a user after the initial search is ran.
    • Basic Search: The keyword search box.
    Click on a month to display a daily view of data.
    If you have previously used the Urchin platform to report on 2016 and earlier usage, note that the Oracle OBI platform will report a higher number of searches compared to what Urchin would report for the same amount of user activity. There are a couple reasons for this:
    • OBI's more sophisticated platform allows for a more thorough capture of user activity such as searches conducted on a widget and refined searches based on facet selection.
    • Search logs on the OBI platform capture all searches, whereas Urchin had dependencies that limited its ability to log, for example, searches in which the user navigates away from the page prior to the tracker loading.      

    Action Usage Searches Weekly

    A weekly view of the above report.  The most recent nine weeks are displayed. 

    Device Usage

    This report shows which operating systems and internet browsers are being used to access Summon:
    • Device: Report categorizes the data into sections: Laptop/PC, Android, iPad, iPhone.
    • Operating System
    • Browser Type
    • Actions (an umbrella term for both initial searches and facet searches)
    • Sessions
    • Actions per Sessions

    Facet Usage

    This report provides a view into the use of facets and filters for narrowing down search results:
    • Facet Type: The facet category (Content Type, Discipline, etcetera).
    • Facet Value: The specific values available for selection within a facet type.  Note that the values displayed are those that are selected more than 10 times a day.  The report does not display less-used values. 
    • Facets Selected: The number of times the facet value has been selected.
    • Sessions: The number of visits in which the facet value was used.
    Below the graph there are two tables, the left table displays data for the current month, the right table displays cumulative data for the last seven months.

    Facet Usage Weekly

    A weekly view of the above report.

    Popular Searches

    This report displays a list of searches, by default the search conducted most often will display at the top of the report. (You will see "from January 1, 2016" as there was usage captured towards the end of December. Most of these searches will be from 2017.)
    • Search String
    • Searches: The number of times the search was conducted.
    • Results: The number of items retrieved by running the search.

    Popular Searches Weekly

    A weekly view of the above report.

    Session Usage

    This report provides information on how many visits are made to Summon.  A visit/session lasts as long as the search results page is open; often times multiple searches are conducted within a single visit.  The session ends when the search results page closes.
    The report displays:
    • Month: Click on a  month to display daily rather than monthly data.
    • Sessions: Number of sessions/visits.
    • Session Duration (Minutes): The average amount of time passed from conducting the search to closing the search results page.  A "0" indicates less than 1 minute. 

    Session Usage Weekly

    A weekly view of the above report.

    Zero Result Searches

    This report provides a list of searches that did not return any items; the search results set was empty:
    Date
    Search String

    Zero Result Searches Weekly

    A weekly view of the above report.

    Historical Reports

    Reports containing data through 2016 are available on the Historical tab in the administration console:
    Summon_usage_historical_tab.png
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