Creating Summary Reports in ERM

To create an ERM summary report:

  1. Choose ERM – Coverage Analysis Mode from the Function drop-down list.
  2. Choose the Usage Analysis tab.
  3. Specify the report parameters:

    ParameterAction
    Group ByChoose one of the following options from the drop-down menu:
    Subject
    The system groups titles into subjects by comparing the title's call number to the call number ranges (that is, subject categories) in your library's Statistical Categories (SCAT) table. By default, Sierra looks for the call number in the bibliographic record's c-tagged variable-length field. Note that Sierra uses the first SCAT table present on the system.

    The system associates the subject and title when statistics are loaded. Statistics must be re-loaded to update the subject associated with a title.

    If the record containing the call number cannot be found, or if the designated variable-length field does not contain a call number, the system does not associate the title with a subject, and the title's statistics are reported in the 'no subject' row.

    To use call numbers other than those in the bibliographic record's c-tagged variable-length field, contact Innovative.

    Resource
    Calculating the statistics from data grouped by resource is the default option.
    Access ProviderChoose an access provider from the drop-down menu. The report includes only data from the access provider you choose.
    Date Range: ToChoose a number for the month from the drop-down menu, and enter a four-digit number for the year in the text box.
    Date Range: FromChoose the number for a month from the drop-down menu, and enter a four-digit number for the year in the text box.
    Sort ByChoose an option from the drop-down menu to specify the sort order for the report results. By default, the system sorts the report by Number of Titles, but it can sort the data by any column you specify.
    Sort DirectionChoose an option from the drop-down menu. The default is Descending.
    Paginate ReportsSelect the checkbox if you want the report to display on multiple pages. If the checkbox is not selected, the entire report displays on a single page.

  4. Choose the Create Summary Report button. The system displays the Summary report.