2022 RefWorks Release Information

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December 13, 2022

Attach Full Text PDF When Importing References via Save to RefWorks

Idea Exchange

When importing references via Save to RefWorks, users can select to import tags and can now also ask that RefWorks searches for full text. If RefWorks finds full text, the PDF will be imported. When import is complete, RefWorks will display how many full text PDFs were found and attached..

Save to RefWorks Import References


Save to RefWorks Import Complete

1. During import, RefWorks searches for reference data in the open-source PubMed Central database for: PMCID, then PMID and lastly DOI (in this order).
2. If a match is found, RefWorks checks if the reference has a full text PDF available.
3. If there is a full text PDF available without copyright restrictions, PubMed Central will supply the full text and RefWorks will attach it to the reference. If there are copyright restrictions, PubMed Central will not return a full text attachment.

New Reference Types Added

Idea Exchange

RefWorks now includes two new reference types. The new reference types added will appear in citations created with RefWorks Citation Manager (RCM), Write-n-Cite (WnC), RefWorks for Google Docs and Quick Cite. They are available in the Citation Style Editor.

Two new reference types were added:

• Archival Material
• Dissertation/Theses
  

Archival Material Reference Type

Dissertation/Thesis Reference Type

Accessibility Improvements

Added keyboard navigation to the Save to RefWorks pane.

New Messaging for Legacy Deactivation

Added new banner to the legacy log-in and direct export pages to notify users that as of June 30, 2023, legacy RefWorks will no longer be available. Follow the instructions in the Upgrade Guide to upgrade to the newest version of RefWorks.

New banner on legacy log-in page

New banner on direct export page

New Citation Styles

RefWorks now supports the following new styles:

• 医療と社会
• Cite Them Right 12th Edition

November 8, 2022

Improved Find Duplicates Feature

Idea Exchange

The deduplication feature has been revamped. New search algorithms have been implemented and the user interface is updated. Now, users can pick a Primary Reference, have the choice of which fields to choose in search, search in shared folders, and delete all duplicates at once.

Users may continue working in RefWorks while a duplicates search is in progress. Users are no longer required to stay on the search page or be logged into RefWorks; they can return to search results at any time. Please refer to the Knowledge Article and How-To video for more information.

Find Duplicate References

Duplicates Navigation Section Process Completed

Duplicates Navigation Section

Delete Duplicates

Attach Full Text PDF When Importing References During Direct Export

Idea Exchange

When importing references via direct export, users can now also select for RefWorks to search for and attach full text PDF, if found. When import is complete, RefWorks will display how many full text PDFs were found and attached.

Import References

Import Complete

Finding full text during RefWorks direct export:

1. During import, RefWorks searches for reference data in open-source PubMed Central database for: PMCID, then PMID and lastly, DOI (in this order).
2. If a match is found, RefWorks checks if the reference has a full text PDF available.
3. If there is a full text PDF available without copyright restrictions, PubMed Central will supply the full text and RefWorks will attach it to the reference. If there are copyright restrictions, PubMed Central will not return a full text attachment.

New Citation Styles

RefWorks now supports the following new styles:

• ASA - American Sociological Association, 7th Edition

Updates to Citation Styles

RefWorks has updated the following styles:

• IEEE - Institute of Electrical and Electronics Engineers

October 11, 2022

Exciting News! Admin notifications will now be displayed in RefWorks.

RefWorks is very excited to announce the development of a brand new in-app notification, exclusively for Administrators. This new feature allows us to seamlessly communicate Admin related product enhancements, announcements, and webinar invites.
Make sure to log in to RefWorks regularly to find timely notifications.

New Catalog Searches

RefWorks now supports the following new Z39.50 catalog searches:

• Nottingham Trent University - Library OneSearch

Updates to Citation Styles

RefWorks has updated the following styles:

• IEEE - Institute of Electrical and Electronics Engineers

September 13, 2022

DOI is now a default field in Reference Editor

Idea Exchange

The DOI (Digital Object Identifier) field is now automatically listed in the Reference Editor and does not need to be added manually. This applies to editing existing reference metadata as well as for manual reference input.

Reference Editor DOI Field When Creating a New Reference

Reference Editor DOI Field When Editing an Existing Reference

New Catalog Searches

RefWorks now supports the following new Z39.50 catalog searches:

• Vocational Training Council Libraries

Updates to Citation Styles

RefWorks has updated the following styles:

• AMA 11th - American Medical Association, 11th Edition
• APA 7th - No Case Changes (No Title Casing), DOI: empty, Annotated
• APA 7th - No Case Changes (No Title Casing), DOI: https://
• APA 7th - No Case Changes (No Title Casing), DOI: https://, Annotated
• APA 7th - No Case Changes (No Title Casing), DOI: https://doi.org/
• APA 7th - No Case Changes (No Title Casing), DOI: https://doi.org/, Annotated
• APA 7th - Sentence Casing, DOI: empty
• APA 7th - Sentence Casing, DOI: empty, Annotated
• APA 7th - Sentence Casing, DOI: https://
• APA 7th - Sentence Casing, DOI: https://, Annotated
• APA 7th - Sentence Casing, DOI: https://doi.org/
• APA 7th - Sentence Casing, https://doi.org/, Annotated
• APA 7th (basic) - No Case Changes (No Title Casing), DOI: empty
• Cite Them Right, 11th edition - Harvard

August 9, 2022

Bibliography Sort and Numbering Limit Increased to 2,000 References

References will now be sorted or numbered up to 2,000 records. Previously, sorting and numbering was limited to 500 records.

Advanced Search Results are More Focused by Allowing User to Filter on Reference Type

Users can now choose Journal Article as the Reference Type to focus advanced search results.

Accessibility Improvements

• Added keyboard navigation to:
  • Pagination elements and editing option in the View Pane.
  • View options (Normal View, Full View and Citation View) dropdown menu.
• Added keyboard navigation and contrast in banner options.
• Reference Metadata author fields are now screen reader enabled.
• Folder location labels for references in Normal View and Full View clearly show which folder the reference is viewed in vs. in which folder it is also saved.

Normal View Folder Labels

July 12, 2022

Legacy RefWorks Updates - Institutional Upgrade

The new Institutional Upgrade feature provides institutional admins with the ability to move users from legacy to RefWorks in bulk.

Institutional Upgrade

New Messaging for Legacy Users who Try to Log in to their Old Legacy RefWorks Account after an Upgrade was Completed

Institution has upgraded message

You've been upgraded message

RefWorks Updates

Added Ability to Edit DOI Field

Idea Exchange

Users can now add a prefix text to the DOI field to create a working link.

Delete References when in Table View

Users are now allowed to move references to the Trash when in Table View.

Move to Trash from Table View

Bulk Edit Feature now Includes Tags

In Bulk Edit, users are now able to add tags (multiple tags separated by semicolon, append, overwrite, or leave existing data), delete tags, and find & replace tags.

Tags in Bulk edit

Accessibility Improvements

• Improved accessibility for banner options for screen readers.
• Global header size adjustment is responsive and does not obscure content or functionality for low vision users.
• Create Account panels updated color contrast allows low vision or colorblind users the ability to read content on-screen instructions.
• Adding, editing, or removing names in the Authors field in the Reference Editor is now keyboard accessible.

Updates to Citation Styles

RefWorks has updated the following styles:

• AMA 11th - American Medical Association, 11th Edition

June 14, 2022

Legacy RefWorks Update - Institutional Upgrade Feature

The new Institutional Upgrade feature provides institutional admin the ability to move users from legacy to RefWorks in bulk.

Institutional Upgrade

RefWorks Updates

Users can Add References to Folders in Table View

Reference can be assigned to a folder in Table View via the Assign to Folder menu item or by dragging and dropping.

Reference Editor Button Placement Changes

Undo, Save and Cancel actions were moved to the bottom of the Reference Editor.

Changes to Reference Editor

Improved Accessibility Functionality

• RCM (RefWorks Citation Manager)
  • RCM Menu
    • Keyboard accessible and only considers elements visible on page
    • Visible in high contrast mode
    • Checkboxes are keyboard accessible; when in focus state, the label reader is enabled.
  • The tabbing cycle follows the elements order in the user interface.
• Enhancements were made to the top banner site elements to provide a clear and consistent focus state.

  Enhanced Top Banner

• Reference Editor
  • Undo, Save and Cancel are keyboard accessible.
  • Add and Attachment are keyboard accessible.

Updates to Citation Styles

RefWorks has updated the following styles:

• Bluebook (notes only)
• Bluebook (notes & bibliography)
• Avian Diseases
• Journal of Veterinary Diagnostic Investigation

May 10, 2022

Users are Now Able to Search for References by RefID in RCM (RefWorks Citation Manager)

Users can click into the search box in RCM and key in the RefID.

RCM with RefID

Improvements to Folder Count for Shared Folders and Folder Actions

The reference count for folders now reflects both references added by the sharer and the person shared with.

Reference Count for Folders

The Actions menu for folders with long names now appears without the need to adjust screen size.

Actions Menu for Folders

Improved URL Field in References Metadata

Idea Exchange

The URL field now lists multiple links as separate, clickable hyperlinks. This allows for each link to be clicked individually, and no longer combines links resulting in errors.

URL Field

Reference and Folder Info Added to User Data in Admin Analytics

Admins are now able to see folder and reference totals for each user. This information is also included in the export in CSV format.

User Data in Admin Analytics

April 12, 2022

New YouTube Video for RefWorks Administration Settings Checklist was Added

Click here to see the video.

Removed Library Views from Admin Analytics

Library Views was removed from the Admin Analytics section because the information was redundant. We recommend viewing sessions and page views stats under Usage Analytics (Admin > Analytics > Usage Analytics).

Library Views

Improved Accessibility of Reference Actions

Several changes were done to improve accessibility for Reference Actions for screen reader and speech-input users.

RCM Prominence in Tools Section

RCM was made more prominent in the Tools section. This was done to indicate that RCM is the preferred add-in.

RefWorks add-ons for your papers

Resolved Issues

Delete Menu Remained Open after Removing References from a Folder

After removing references from a folder, the Delete menu would remain open. This was fixed and the Delete menu now closes.

Extra Space between Share and Create Bibliography Icons

There was extra space between the Share and Create Bibliography icons in the Reference Actions.

This was fixed and there is no longer extra space between the icons.

March 8, 2022

Updates to Search Area in RefWorks

Implementation of New Logo across RefWorks

Old Logo New Logo

Footer for RefWorks Login Page is now Responsive

Resolved Issues

February 8, 2022

Direct Export now Supports WAYFless

Web of Science Now Supports Direct Export to RefWorks

Export to RefWorks from Web of Science

Keyboard Accessibility for Reference Organization Area and Creating/Renaming a Folder

The Reference Organization area and folder creation and renaming is now accessible to keyboard users.
Users can use the Tab and TabShift keys to navigate through the menu, and use the Enter key to perform an action.
Users can also create folders and rename existing folders in the naming modal, pressing the Enter key to save changes.
To read the RefWorks accessibility statement, click here.

Navigate Menu with Keyboard

RefWorks APIs Testing

The RefWorks APIs have been updated to allow admins to test out API calls on the site by using the 'Authorize' function.

The page also now includes the TLS 1.2 system requirement.
To view the RefWorks API documentation, click here.

Authorize Logo

Resolved Issues

HTML Tags Removed from Citekey String in Export Files

Following the addition of the new citekey to export files, text formatted titles resulted in HTML tags being added to the citekey. This issue was fixed, and the HTML tags no longer appear.

Citekey with HTML Tags - Before Fix

Updated ‘Contact Support’ Link for Admin and Projects areas

In the Admin area and in Manage Projects, the link to contact RefWorks was not the typical support link. This has been fixed and it is now the same as the support link available via the main RefWorks page, from the help menu in the Utility Toolbar. Users and admins can open a support case or start a chat with a support representative.

To contact RefWorks support, click here.

January 11, 2022

Citekey String Added to Export Files

Idea Exchange

Reference Metadata in an exported Bibtex file

This is helpful to users of LaTeX, Overleaf and other word processors, citing references without using a RefWorks writing tool add-on.

Click here to learn more about exporting references.

Institutional Admin can Delete any Institutional Style

Idea Exchange

Delete Institutional Styles

Importing References with Multiple Attachments

When a user imports references with multiple attachments from legacy RefWorks or Mendeley to RefWorks, or upgrades their legacy RefWorks account to RefWorks, they remain as single references with multiple attachments. Previously, importing a reference with multiple attachments would create multiple references, one for each attachment.

This improvement was made as part of wider improvements to PDF metadata accuracy for importing references from Legacy or Mendeley.

Import References

Resolved Issues

Error when Signing into RefWorks Citation Manager (RCM)