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As an admin, how do I customize citation style lists?

  • Product: New RefWorks

The purpose of this article is to explain how RefWorks administrators can build various lists of styles for all users at an institution.

Two lists of styles can be created. One list is the recent styles list all new users see when they start using RefWorks, and until they choose other styles which take their place as recent. The other list is the citation styles preferred by the institution that is accessible at all times.

Recent citation style list for new users

New users will see the list as it is organized via the Admin > Settings page in the Institutional Bibliography Citation Style section, in the "Recent styles" menu. All admins at your institution have access to this list and can make changes, therefore we recommend coordinating changes with other admins.

Image of Admin Recent Citation Styles list

Institutional citation style list for all users

All users, new and existing, can be provided the same list of citation styles by defining styles as institutional, whether they are existing RefWorks citation styles or modified institution-specific styles.

Users will see these styles in the "Institutional styles" menu (and in "Recent styles" if they were used recently, and in "Favorite styles" if marked as favorite by the user), and they will be marked by a green Institutional label.

Institutional styles can be added and shared with the institution by all admins, therefore we recommend coordinating the sharing of institutional styles with other admins.

It is important to note that updates to RefWorks’ global styles will not be applied to those styles shared with an institution. When a global style is updated, the institutionally shared global style will need to be removed from the list of preferred styles, the updated global style renamed, and then shared again with institution.

Sharing RefWorks styles

To share a RefWorks style with your institution, you first need to rename the style. Refer to this article for details.

Sharing modified styles

To share a modified citation style with the institution, select the Citation Style Editor page in your account and share the style with the institution by selecting Options > Share with my institution.

Image of Share with my institution option

It is important to note that updates to RefWorks’ global styles will not be applied to those styles shared with an institution. When a global style is updated, the institutionally shared global style will need to be removed from the list of preferred styles, the updated global style renamed, and then shared again with institution.

Image of style name after being shared with institution

When shared successfully, the style name will be updated and appear institution wide in user accounts.

Image of institutional style list

The Recent and Institutional styles can be accessed in Create Bibliography and Citation View settings in RefWorks, and in RefWorks Citation Manager (RCM).

Image of citation styles in RefWorks Image of citation style list in RefWorks Citation Manager


  • Article last edited: 15-Oct-2020

 

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