Using the Administration Services
RDA Toolkit subscribers are able to manage your account in a variety of ways:
- Change username, password, and IP addresses
- Manage User Profiles
- Manage Institutional Views
- Access usage reports
- Allow local sharing for bookmarks and notes
Changing Usernames, Passwords and IP Addresses
Toolkit subscribers can change both their main account and profiles logins, by contacting our customer support team firstname.lastname@example.org. This contact can also be used for adding or removing IP addresses associated with an account.
Managing User Profiles
Toolkit subscribers may create or delete user profiles. To create a new profile, log into the Toolkit and mouse over the Profile link (shown below) in the top blue banner to open a dropdown menu. Select "Create Profile Account" to create a new profile. You can create as many of profiles as you like. To delete a profile, contact RDA Toolkit support at email@example.com. The customer support team can provide a list of current profiles associated with a subscription and can delete any profiles upon request. For more on Profiles, see Getting Started.
Managing Institution Views
Institution Views allow Toolkit subscription managers to set preferences for the display of RDA Toolkit that are shared with their staff. To access the Institution Views page, click on the Administration button in the bottom menu bar of access.rdatoolkit.org (shown below), and then click on Manage Institution Views. From the Institutional Views page, managers can create new views, revise current views, or delete unwanted views. For more information about views, see Personalizing RDA Toolkit.
Accessing Usage Reports
Toolkit usage reports are accessible through the Administration button in the bottom menu bar of access.rdatoolkit.org. However, to access usage reports you will need to accept the invite that will be emailed to you upon request. The email will be from RDA Toolkit < firstname.lastname@example.org > with a subject field of Register to view your usage stats. The invite includes a link that will request you set up a password for access to your usage reports. Once you have created the password you can login to the LibLynx site where your usage reports will be available.
Currently the LibLynx site provides COUNTER reporting. COUNTER stands for Counting Online Usage of NeTworked Electronic Resources and is a standard for tracking database usage on platforms. Because RDA Toolkit contains only a single database, platform and database reports will be identical. Once you have gained access to the LibLynx, you can obtain usage reports by clicking on COUNTER Reports in the left column.
The COUNTER Reports track two types of data—investigations and requests.
- investigations – instances when RDA Toolkit is accessed
- requests – instances when a specific RDA was viewed or downloaded
This data is compiled into three different reports.
- Platform Report (PR) – includes total and unique investigations and requests
- Database Report (DR) – same as the PR but also includes a report on Federated Searches (searches conducted remotely through an API)
- Item Report (IR) – lists specific pages viewed during the selected period of time
Note: Because RDA Toolkit is a single database, investigation and request data will match.
More detailed information about COUNTER reporting is available here.
Concurrency reporting is also available. To get concurrency reports simply send a request to email@example.com. Be sure to include the date range for the report that you would like. we can provide data from July 2022 to the present. We will provide the reprot as an Excel spreadsheet.
Local Sharing of Bookmarks and Notes
Bookmarks and notes can be shared locally among Toolkit users from a single subscription account, but some managers prefer to turn off this feature. Once again, click on the Administration button, and check the box labelled "Allow Local Sharing of Bookmarks and Notes" to activate this feature.
Document Date: 2020/02/05