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    Summon: Usage Reports (Urchin) - Retiring February 14, 2018

    • Product: Summon

     

    Please note that we will be retiring the Urchin reporting platform on
    February 14, 2018

    January 18, 2018 Update: If you wish to preserve any historical Summon usage data (pre-2017) for use at a later time, you can export the contents of the reports as plain text, XML or as a comma delimited file for local storage (refer to the "Export Your Report" section below).

    For current usage reports (2017 - present) please see this answer: Summon: Usage Reports.

     


    What Summon service usage reports are available?

    December 15, 2016 Update: The current reporting platform will continue to capture data through December 31. 2017 usage data will instead be available through our new reporting platform, early February is when data will be available. For some additional specifics, see the Analytics section of the December 15 release notes.
    The Summon service Reporting Window is located on the Usage page in the Summon Administration Console available in your Client Center profile:
    Image

    The Usage page in the administration console provides you with the ability to create a variety of reports that track visits and searches made by your users.
    An important note regarding some newer browser versions:

    Some newer versions may not be able to successfully load usage statistics without first telling the browser to view mixed content (HTTP and HTTPS retrieved content) on the Summon Usage page.
      • Chrome users can find information from Google here, Firefox users can find information from Mozilla here, Internet Explorer users can find information from Microsoft here.
      • A consolidated resource about various browsers and how to choose to display mixed content is Indiana University's About mixed content and how to view it page.

    The two most frequently used reports are Visits and Searches Tracking and Top Queries. You can also create reports based on sources, geography, location, user technical profiles, and detailed IT reports.
    If you prefer your report in a language other that English for the U.S. region, the first step is to select and apply a new language setting before choosing your Usage Report type.
    Use the links below to jump to your topic of interest:
    For more information, see the Urchin Help Center.
    Any data collected in connection with the use of Summon is subject to the ProQuest privacy policy.

    Change Usage Reports Language Settings

    You can change your Usage Reports language and region settings on the Preferences page. Once you make your selections and save them, you will not need to repeat this process.
    If you do not need to change the language of the usage reports, skip down to the Usage Reporting Window section.
    To navigate to the Preferences page:
    1. Log in to the Client Center.
    2. Select Summon Administration Console.
    3. Select the Usage tab:
      Image
    4. Select the Preferences tab near the top-right corner of the Usage page.
    The Preferences page allows you to change your usage reports default language and region (localization) settings:
    Image
    Do not change your password on the Preferences page. See Reset Account Password in the Client Center to change your password.
    To change your language and region settings:
    1. Select the language from the Report Language drop-down menu.
    2. Select a region from the Region drop-down menu. The Region setting controls the format of dates, times, and numbers, which may be displayed differently in various locales. (NOTE: This will not change the date and time zone of results, which are always in U.S. Pacific Time.) If you do not see your country in the list, select a Region that uses the same date/number formats as your country.
    3. Click Update to save your changes.

    Usage Reporting Window

    The Usage Reporting Window is a multi-faceted dynamic window that creates user-defined reports quickly and in a graphic form.
    To access the Usage Reporting Window:
    1. Log in to the Client Center and then select the Summon Administration Console.
    2. The Summon Settings page appears. Select Usage near the top of the page.
    3. Within the Available Profile List area of the page, click on your institution's Profile Name in order to access a comprehensive view of Summon usage:
    Summon Available Profile List, Profile Name
    The Search Queries Analysis displayed above (to the right of your institution name) provides a daily count for the number of searches performed from the institution's Summon instance through the Summon API. This shows total search counts across all interfaces and custom search boxes.
    • The Visits number represents the total of new and returning visitors entering the web site during the specified timeframe. A visit lasts as long as the search interface is open and usually includes multiple searches within a single visit.
    • The Average Length of Visit is the average time (in hours, minutes, and seconds) that a visitor has the search interface open, and usually includes multiple searches within that time.
    • The Bounce Rate is the rate at which a user leaves the Summon domain. In most cases, this will be because the client clicks on a result link in the Summon results page without further refining the result set using the filters or facets. A high bounce rate most likely means users are clicking on results links and leaving the Summon domain. A low bounce rate most likely means users are navigating to second or third results pages through the use of the refinement options. High bounce rates generally indicate that relevant results were returned in the initial searches.
    • The Completed Goals number is not used by the Summon service.
    • Page Views is the number of visitors that viewed the Summon results page.

    After clicking on your institution's Profile Name you are taken to a reporting page with Dashboards along the left side of the screen.

    Dashboards

    The Dashboards on the left side of the Reporting Window consists of several sections used to define your report type and the date range:
    Image
    The image above displays the expanded Dashboard options. When you enter the Dashboard, all options will be collapsed.
    View: Defines the type of report that is generated. At this time only the Summon Queries report is available to Summon service users.
    Here you can choose one of the most commonly used reports (Visits & Searches Tracking and Top Queries). Your report displays on the right side of the window.
    For additional report types, see the Available Usage Reports.
    All Reports: Consists of two sections, Visitor Profiles and IT Reports. Within each of these Report sections, click the arrowhead on the left to view options report.
    Under Visitor Profiles, you can select a report from the following choices:
    • Sources, Geographies, Locations, provides five sub-report choices including:
      • Referring Source
      • Geo Location
      • Geo Map Overlay
      • Network Location
      • Domains
    • User Technical Profiles provides four report options including:
      • Browser Versions
      • Platform Versions
      • Browser & Platform Combos (combinations)
      • Connection Speed
    The IT Reports section provides users with five options to choose from:
    • Domains
    • Domain Drilldown
    • IP Addresses
    • IP Drilldown
    • Unresolved IPs
    Further details on the information contained in these reports are found in the rest of this Answer (below).

    Report Summary Bar

    On the Report Summary bar, near the top-right pane of the Reporting Window, you will see the name of report you chose, your profile name, the defined report date range, and options for exporting the report. The Report Summary bar displays above the graphic and list style reports:
    Summon Report Window Query and Export
    There are four options for exporting a report:
    • Tab-separated text file
    • XML file
    • Excel text file with comma-separated values
    • Print

    Visits & Searches Tracking Report

    The Visits & Searches Tracking report displays the following information in the specified date range:
    • Number of site visits
    • Number of searches
    • Average searches per visit
    A visit, also called a "session" by some libraries, lasts as long as the search results page is open and displays. If a user navigates away, and the link opens in a new window, the initial results page remains open, and the visit continues. It is possible to follow multiple links in one visit. The visit ends when the search results page closes.
    To view the Visits & Searches Tracking report:
    1. Select Summon Queries in the View drop-down:
      Summon Dashboard Reports
    2. Select Visits & Searches Tracking.
    3. By default, the dates of the report are the last week. If you want to change the dates, select either the Date Range icon
      Image
      (to enter the start and end of a single date range) or the Compare Date Range icon
      Image
      (to compare data from two different date ranges). Then:
      1. For a single date range, select the starting date and ending date on the two respective calendars, and then select Apply Range.
      2. To compare two different date ranges, on the First Date calendar (number 4 in the image below), select the starting date and ending date on the two respective calendars, and then select Apply Range. Then select the date range on the Second Date calendars (number 5 in the image below) in the same way:
        Summon Dashboard Date Range Calendars
    Graphs display the Visits and Searches Report results.
    On the Visits graph: The x-axis or horizontal axis displays the Date Range you selected and the y-axis or vertical axis displays the total number of times that users have visited the Summon search interface for that time period.
    Image
    The Searches graph displays the total number of searches that were performed each day of the specified range using the Summon search interface.
    Image
    The Average Searches per Visit graph shows the average number of searches each user performed during a Summon search visit.
    Image

    Top Queries

    The Top Queries report allows you to select a date range and generate a pie-chart report in the top portion of the reporting window, and provides a table of the most frequently searched terms with related details in the lower portion of the window.
    To view the Top Queries report:
    1. Select Summon Queries in the View drop-down.
    2. Select Top Queries.
    3. By default, the dates of the report are the last week. If you want to change the dates, select either the Date Range icon
      Image
      (to enter the start and end of a custom date range) or the Compare Date Range icon
      Image
      (to compare data from two different date ranges). Then:
      1. For a custom date range, select the starting date and ending date on the two respective calendars, and then select Apply Range:
        Top Queries Date Range Summary
      2. To compare two different date ranges, on the First Date calendar select the starting date and ending date on the two respective calendars, and then select Apply Range. Then select the date range on the Second Date calendar in the same way:
        Tope Queries Date Comparison
    The top half of the Top Queries report is a pie chart that represents the specified date range as compared to the total number of searches. In the case below, during the selected month there were 47,739 searches and more than 450,000 year-to-date searches performed .
    Image
    The bottom half of the Summon Top Queries Report is a table that provides a detailed summary during the selected date comparison or date range. The column headers include:
    Summon Queries: the search word or phrase entered by the user
    Searches: In addition to typing in search terms and clicking Search, a Search also includes any time a user impacts the search result set by doing things such as selecting a facet or changing the Sort mechanism from Relevance to Date (Newest).
    • Note that with Summon 2.0's infinite scroll (compared to legacy Summon's use of pagination) your library may see a small decrease in the number of searches because the user does not have pages of search results to click on. In legacy Summon, clicking to another page of search results does impact the search results set, and therefore counts as a search.
    Visits: number representing the total of new and returning visitors entering the web site during the specified timeframe. A visit lasts as long as the search interface is open and usually includes multiple searches within a single visit.
    Average Time: average time the visitor spent on the web page
    % Exit: number of visitors that exit via the page
    $ Index: the average dollar value earned from this page. (This is not of value to Summon service users.)
    In the example below, the most frequently searched term was "trafficking." There were 101 visits in which the users performed 462 searches on trafficking and spent an average of 18 minutes and 28 seconds searching for and reading the found content. The percentage of users that exited the search from the found content was 21.86%. Additional analysis options are available by clicking the arrow to the left of the number.
    Image

    Visitor Profiles and IT Reports

    Additional reports can be accessed under Visitor Profiles or IT Reports:
    1. Select the Visitor Profiles or IT Reports arrow to expand or contract options.
    2. Select the + (plus signs) next to Sources, Geographies, Locations and User Technical Profiles to see the full list of reports.
    3. Click on the name of the report you want to view.
    4. By default, the dates of the report are the last week. Just as with the Top Queries report above, if you want to change the dates, select either the Date Range icon
      Image
      (to enter the start and end of a custom date range) or the Compare Date Range icon
      Image
      (to compare data from two different date ranges). Then:
      1. For a custom date range, select the starting date and ending date on the two respective calendars, and then select Apply Range.
      2. To compare two different date ranges, on the First Date calendar select the starting date and ending date on the two respective calendars, and then select Apply Range. Then select the date range on the Second Date calendar in the same way:
    5. Your report generates and displays in a few seconds in the right-window panel.

    Export Your Report

    To export your report:
    1. Click the appropriate icon in the upper-right corner of the Reporting Window:
      Summon Report Window Query and Export


      The export options available are:
      • Save as a text file
      • Save as an XML file
      • Save as a text file with comma-separated values

      Or you can print the file.
    2. If you choose one of the export options, a new window will open. Click File, and then Save the file.

    Available Usage Reports

    The Usage Reporting Window (above) provides the ability to generate many types of reports. The tables below provide a short description of reports accessible from the Summon service Administration Console Usage page; for more detailed information about each report, click the report title.
    By using your own user interface based on the Summon API, the usage analytics tool will not be able to report Summon search usages.

    Visits & Searches Tracking and Top Queries

    Name Description
    Visits & Searches Tracking Provides a graphic display of the number of sites visited, searches made, and average searches per visit in a specified date range
    Top Queries Provides both a pie chart and a list of the top user queries for your specified date range

    Visitor Profiles: Sources, Geographies, Locations

    Name Description
    Referring Source Contains the statistics collected on the sources that brought visitors to your site.
    Geo Location Provides statistics on the location where visitors viewed your web site from.
    Geo Map Overlay Displays graphically the information from the Geo Location report. The map of the world contains different sized orange dots that represent the number of visitors to that location. The larger the dot, the more visitors that location brings to your web site.
    Network Location Provides specific networks visitors are accessing your web site from. Common networks are private corporate networks and home user's Internet Service Providers (ISP).
    Domains Shows the domains that led the visitors to your web site.

    Visitor Profiles: User Technical Profiles

    Name Description
    Browser Versions Contains information on the web browser that visitors used when viewing your web site. This information is useful in the testing phase of web site redevelopment, where the most popular browsers can be used to test the web site to ensure that it functions correctly.
    Platform Versions Contains information on the visitors operating systems (OS) used when they viewed your web site. This information is useful in the testing phase of web site redevelopment, where the most OS popular can be used to test the web site to ensure it functions properly.
    Browser & Platform Combos Contains information on the web browser and operating system (OS) that visitors were using when they viewed your web site. This information is useful in the testing phase of web site redevelopment, where the most popular combinations can be used together to test the web site to ensure it functions properly.
    Connection Speed Presents the most popular connection speeds that visitors used to view the web site. This is useful information when deciding how much content to put on your web site. For example, if the most popular connection speeds are slow, it may not be a good option to implement bandwidth-intensive flash animations on your homepage. However, if the majority of connection speeds are on Cable speed, then you could consider this option.

    IT Reports

    Name Description
    Domains Displays visitors by their ISP's top-level domain name, determined by user IP address.
    Domain Drilldown Shows visitors ISP's top-level domain extension by default. By clicking the + icon, you can drill down to see top-level domain names. Data in the Domain and Domain Drilldown reports are determined by user IP address.
    IP Addresses Ranks the IP addresses that visited your web site most frequently.
    IP Drilldown Allows you to drill down by IP address to isolate specific IP blocks. By default, the first report that is shown shows the first set of numbers of the most popular IP addresses used to access your web site. Clicking the + sign next to the set of numbers from the IP address drills down to the next set of numbers.
    Unresolved IPs Lists all visitors with IP addresses that do not have ownership data, such as geographical location or domain host. Because of this, IPs included in this report are unable to be tracked in reports such as map overlay and domain related reports.


    • Date Created: 12-Feb-2014
    • Last Edited Date: 18-Jan-2018
    • Old Article Number: 9965