Personalizing RDA Toolkit

The Views area stores the personalizations associated with your profile. Your profile may contain multiple views, allowing users to tailor personalizations in a view to specific tasks.

To create or manage a view, hover your cursor over “Views” in the Profile Toolbar then click on “Manage Views.”

Even if you do not have any Views yet, RDA Toolkit will open up a page that says “Saved Views.” From this screen, you can create a new view with a title of your choosing. After you have created a view and saved it, the saved view will appear first in Saved Views. Then there will be a form to create a new view.

The view menu has four major sections:

• Settings
• Policies
• Examples
• Display

Settings

RDA Template: This menu offers you a choice of RDA Standard view (the full run of all RDA instructions) or to select a topic-specific version of RDA instructions (future development).

Language: Select your site language preference with this menu. The default setting will be the language of your web browser. Currently English, Finnish and Norwegian versions are available in the Toolkit.

Access: For a personal profile, access will be set to “Private.” Through the administrative system, institutions will be able to create a view for their users.

Policies

This setting allows you to select which policy statement sets you can view. The “Primary Policy” will automatically open when you select “Always open related policies with instruction.”

Note:You can only have one primary policy so will have to switch back and forth in the preview pane to see policies of multiple agencies.

Examples

This feature is not yet available. It will allow you to select which kind(s) of examples you want to see.

Display

Checking the box will allow you to have the Element Reference box always open when you view an element page. The Element Reference box will easily open and close by clicking on the eye. You can also select to view the Alphabetical Guidance menu (the default) or the Orientation Guidance menu, which provides a thematic organization of Guidance topics with the intention to support RDA training.

Bookmarks and notes can be added to Toolkit pages so that users can quickly navigate to critical or frequently used instructions. (However, bookmarks and notes may not be added to the Vocabulary Encoding Scheme pages.) Both types of markers appear in the Toolkit display as unique icons.

Access your saved bookmarks and notes by clicking on “Bookmarks and Notes” in the Profile Toolbar. You can organize your bookmarks and notes in multiple folders if you wish. There is an “Add New Folder” button on the Bookmarks and Notes screen.

Creating a bookmark

A bookmark is a saved location in the Toolkit text. It is only a marker of that location, nothing more. To create a bookmark, highlight the text you wish to bookmark and the pop-up toolbar will appear. The bookmark icon is the one on the left. Click on the icon and a box will open that says, “Add New Bookmark.” It is important to select a clear and distinctive title for your bookmark so it can be easily identified in the list of saved bookmarks. The title will show up when you click on the bookmark icon in an instruction.

Bookmarks may be organized into folders. Select “Yes” to receive a notification when a page with a bookmark is updated. This does not mean the text where the bookmark is located was updated—just the page.

Creating a note

A note functions the same as a bookmark but allows the addition of text. To create a note, highlight the text you wish to note, and the pop-up toolbar will appear. The note icon is the one in the middle. Click on the icon and a box will open that says “Add New Note.” It is important to select a clear and distinctive title for your note so it can be easily identified in the list of saved notes. The title and note will show up when you click on the note icon in an instruction.

Notes may be organized into folders. Select “Yes” to receive a notification when the page where the book is located is updated. This does not mean the text where the bookmark is located was updated—just the page.

The note dialog box has two fields that the bookmark does not: Body and Access. This Body field contains the note. The text entered here will appear when the note icon is clicked in the instruction. The Access field can be set to Local or Private. Local will share it will all Toolkit users in your institution. Private means only you can see the note. The default is Local so do not forget to change it when creating private notes.

This feature allows users to create documents that can be used privately or shared locally or globally. The document categories are Workflow, Map, Local Policy (not the same as Policies), Training Material, and Reference. These are suggestions; users are not restricted to only these document types. Documents may have multiple owners who can edit the documents; this practice is encouraged for access for ongoing maintenance. Documents are created using a simple HTML Editor that includes a range of helpful macro buttons to assist with formatting and link creation. Simply hover over a button to reveal a descriptive label.

Viewing Documents

Document owners may select who can have access to their documents as well as assign a license regarding reuse of their content. Documents have four different access options.

• Private – viewable only by the creator(s) of the document
• Local – viewable to anyone logged into the subscription account
• Global – viewable to all subscribers of RDA Toolkit
• Public – viewable to the public at large with no RDA Toolkit subscription required

Licensing options are explained at Creative Commons.

You can subscribe to a document created by someone else if it is shared with you. If you subscribe to a document, you will see notifications about it in the Documents box on the home page.