Using the Administration Site
THE ADMIN SITE IS CURRENTLY UNDER CONSTRUCTION AND UNAVAILABLE
We are in the midst of a transition to a new administration service. The information below is no longer applicable to the RDA Toolkit. This section of RDA Toolkit Help guidance will be updated once the transition is completed. Until that time, reporting on site usage is unavailable, and requests for changes to logins, email addresses and profiles should be made to firstname.lastname@example.org
Manage your RDA Toolkit Subscription
Log into your subscription account through the RDA Toolkit Secure Center, and you’ll be able to manage your account in a variety of ways:
- Change username, password, and IP addresses
- Update User Profiles
- Extract usage reports
- Allow local sharing for bookmarks and notes
Log into the RDA Toolkit Secure Center at https://access.rdatoolkit.org/Admin by using the username and password assigned to your subscription account. You can also access the Secure Center directly from the official Toolkit site https://access.rdatoolkit.org/. From the home page, scroll down to the bottom of the page and select Administration.
At the login screen enter your main RDA Toolkit account login information. The following screen will allow you to select the box if you wish to allow local sharing for bookmarks and notes.
Here you have two options to choose from: Manage Institution Views or Manage Users and Profiles.
Manage Your Institution View
Manage Users and Profiles
From the Administration page, click on Manage Users and Profiles link, and you will be taken to the home page of the Secure Center and your institution's name will appear in the upper right hand corner of the screen.
On the left-hand side of the screen, click on the three bars icon.
There are three sections listed: Accounts, Library Admin, and Reports.
When you select Accounts, you will notice a menu bar that includes: Account Listing, User Profile Listing, and New User Profile. You will see a list of buttons that are used for filtering purposes. These can be ignored. Double click on your company name.
You will be taken to a new tab: Account Detail
- On this screen you can add/delete IP addresses, change your username, password, and e-mail attached to your account
You can click on the New User Profile tab to create a new user profile. While all fields are not mandatory, we recommend at least filling out the following: main account username (same as main RDA Toolkit account id), email address, username, password. Be sure to hit save before leaving this screen. You will see the save, new, and delete. You can click on the tab User Profile Listing tab to see all the user profiles. Double click on the username to open-up the details of a user profile. Here you can edit individual user profiles or delete.
Here you can delete all account profiles, adjust session timeout settings, and more. You can set both the Session Timeout and the Timeout Warning. The Session Timeout sets the period of inactivity required before the user is automatically logged out of RDA Toolkit. The time can be set to anywhere between 1 minute to 60 minutes. The Timeout Warning allows you to set when a warning for timing out will appear. You can set the warning to appear between 1 to 5 minutes prior to the timeout. The timeout settings here will apply for all users of your subscription.
In this section you will see a TOC to the right-hand side, please know these functions are not available and will be removed at a later date and time.
To access your usage statistics, click on the “Reports” icon. Here you can choose from a variety of reports. We have counter R5 and counter R4 reports available. When you hover your cursor over the report title, a description will pop up to the right-hand side.
We have several customer reports that have been carried over from the old admin system. These are as follows:
- Session Report -- Displays the sessions, the average session length, and the total session length for each user. The Trend version of this report displays data for a 13 time period trend for either sessions, average session length, or total session length for each user. The Detail version of this report displays the individual session start time and session length for the user selected.
- Page View Report -- Displays the pages viewed, the number of times each page was viewed, the average view time, and the number of user sessions for each page. The Trend version of this report displays data for a 13 time period trend for either page views, average view time, or sessions for each page.
- Document Report -- Displays the number of hits for documents that were viewed by users. The Trend version of this report displays data for a 13 time period trend by either day, week, or month. If multiple users are selected, the hits can be clicked on to display the number of hits by user.
- Search Report -- Displays the number of searches conducted by search, keyword, category, and document type. The Trend version of this report displays data for a 13 time period trend for either searches, keyword searches, or document type searches. The Detail version of this report displays the individual searches including the search date and time, the product searched, and the keywords, categories, and document types. The "Top" versions of the report displays the top queries, keywords, categories, or document types over a 13 time period trend.
- Access Violations -- Displays the number of concurrency violations, access expired, and no access sessions for each user. The Trend version of this report displays data for a 13 time period trend for either concurrency violations, access expired, or no access sessions for each user. The Detail version of this report displays the individual session violations.
- Peak Concurrency Report -- Displays the max session concurrency.
When digging into each custom report, we recommend selecting 'trend' for the report type for the most accurate data. For any other questions regarding the Secure Center, please email us at email@example.com.
Document Date: 2020/02/05