ERA Assist Configuration

ERA Round *

Mandatory

Unique name of the ERA period for submission

Example: ERA2018 2023

Open

Indicates whether the ERA round is active

Only one round can be active at any one time.

Description

Description of the round and any special points to note

Staff Census Date *

Mandatory

Defined, single date on which a person must be an categorised in the system as an employee to be considered eligible for an ERA round

Example: 31/3/2022

To be eligible, the Personnel record From Date must be equal to or less than this date, and the To Date must either be empty, equal to or greater than this date.

Scenario example:

The Staff Census Date is defined as 31/3/2022.

•        Rita has been employed for many years since 1/5/2011.

•        Janis only started on 1/2/2017 1/8/2021.

•        Rufus started working at the institution on 16/5/2022.

Both Rita and Janis are included in this ERA round as they were categorised as employed on that particular day, but Rufus is not eligible as he started after this date so he is not included.

The Staff Census Date is defined as 31/1/2017 so both are included in this ERA round as they were categorised as employed on that particular day.

Collection Purpose

Collection purpose category linked to the ERA round

A collection purpose can only be linked to one ERA round at a time. Those already linked will not display for selection.

If editing the default ERA 2023 round, you may need to update the details with the appropriate category.

What is a collection purpose?

Default From

Used to link the previous collection purpose category item and load the previous ERA round data as default values to save time

Cannot be the same value as the value in the Collection Purpose field.

Published Year *

Mandatory

Publication criteria for research outputs for the round, as either:

•        Collection Year - the year in which the output was collected

•        Year Created - the year in which the output was initially created

ERA Rule

ERA cycle for the round, for example, 2023

The cycle selected will dictate which ERA rule is applicable and which XML schema will be generated.

Research Output Reference Period From Date/

Research Output Reference Period To Date *

Mandatory

Reference period for eligible research output categories for the ERA round, such as publications, performances, creative or recorded works, or exhibitions

The From Date must be before the To Date.

Example: From Date: 1 January 2016, To Date: 31 December 2021

Research Income Reference Period From Date/

Research Income Reference Period To Date *

Mandatory

Reference period for research income for the ERA round, including income and/or capital gains resulting from the commercialisation of research outputs, services and intellectual property

The From Date must be before the To Date.

Example: From Date: 1 January 2019, To Date: 31 December 2021

Applied Measures Reference Period From Date/

Applied Measures Reference Period To Date *

No longer in use

When the ERA Rule value is 2023, these fields will be blank and read only as the Applied Measure criteria has been removed in the 2023 submission guidelines

For records used in rounds prior to 2023, this was a reference period for applied measures.

Reference period for applied measures

These were defined by the ARC in the ERA submission guidelines discipline matrix for rounds prior to 2023. They were These are defined by the ARC in the ERA submission guidelines discipline matrix for each round. They are submission criteria for research that aimed to address real-world problems by applying existing research theories or practices in a novel or innovative way, such as patents, registered designs, research commercialisation income, plant breeder’s rights and NHMRC-endorsed guidelines.

Matrix Stream

File upload function to import the Discipline Matrix data provided by ARC so that your reporting is based on  the required FoR cluster information, Applied Measures and Esteem Measures

Format: CSV

To import the ARC file:

1.     Click Upload File.

2.     Find and select the ARC Discipline Matrix CSV file so that the file path displays.

3.     Click Save.

Once uploaded and saved, any previous cluster information for the selected ERA round will be deleted, and new records will be created from the import file in the database. You will be able to search in ERA Assist based on cluster information and generate XML based on these clusters.

If there are any errors in the file, you will see an error message. Processing stops at the first error, so data listed in the file after the item in error will not be processed. To rectify, fix the error and upload the amended file.

      Example

      If the file contains an FoR code that does not exist in RME , the notification states this and provides the code so you can identify the item in error in the FoR Code column. In this case, add the FoR code in RME > Setup > Classifications Reference > FOR 20: Field of Research Codes.