Admin Onboarding Toolkit
Welcome to RefWorks
Thank you for offering RefWorks to your users. We are confident that RefWorks can help you to better serve them by simplifying your writing, data organization, and collaboration around research projects.
To help you increase awareness and usage of RefWorks at your institution, we created the following list of important links and a variety of promotional materials for you to use right from the start.
This page contains the following sections:
Key Resource Links
Admin Checklist
As a new RefWorks Administrator, perform the following steps to get RefWorks up and running:
- Log on to RefWorks.
- Designate users as administrators.
- Configure the following basic administration settings:
- Invite users – edit and send an email to your users inviting them to set up a RefWorks account. (See Five ways to introduce RefWorks to your institution community.)
- Institution name – the institution name you create appears on the top right of the RefWorks page.
- Institution URL – enter your institutional name and Website link to create a hyperlink to your Website.
- Link Resolver Label and URL – this allows users to find full text of their references.
- Review the RefWorks tutorial videos.
- Build a RefWorks webpage on your library website with key messaging and links to support your users.
- Train your fellow librarians/administrators.
At any time, you can:
- Onboard new faculty or staff members.
- Configure remaining administration settings:
- Sync with Dropbox – allow users to sync full-text references with their Dropbox account.
- Institutional Bibliography Citation Style – define default styles that will be easily accessible to users.
- Additional Profile Information – define a field to be completed by users during account creation.
- Profile Creation Message – add a message that to be displayed to users during account creation. For example, use this to notify them about upcoming RefWorks training or library hours.
- Roles and Areas of Focus - update the options available to users during account creation
- View Usage Analytics.
- Set up your Databases in RefWorks – Contact support.
Designating Users as RefWorks Administrators
Any administrator can designate another user an administrator by following these steps:
- Log on to RefWorks.
- Select your name in the top-right corner.
- Select Admin.
- Search for the user’s email address.
- Select Make Admin in the Actions drop-down list.
Ways to Introduce RefWorks to Your Community
- Incorporate RefWorks in your training programs and online support materials
- Host RefWorks training sessions for all new students or institution members
- Introduce faculty and staff to RefWorks during their onboarding process
- Include RefWorks in database and discovery systems training. Show how easy it is to export or save results to RefWorks.
Faculty Onboarding Materials
Onboarding a new faculty members is as important as onboarding new students. We have prepared items that will help you introduce them to RefWorks. Read the Faculty Datasheet for more information.
RefWorks Messaging
As a new RefWorks subscriber, it is advisable to include a description of RefWorks on your website and to link to key resources. Here are messaging options, of various lengths, that can help you promote RefWorks to your users. You can also include RefWorks Logo.
Taglines
- Maximize research productivity
- Empowering the next generation of researchers
Short Description Options
- Option 1 - RefWorks® simplifies the research process and helps institutions maximize research productivity.
- Option 2- RefWorks® is an easy-to-use, cloud-based reference management service.
Long Description Options
- Option 1: Designed for students, made for the library. RefWorks® is an easy-to-use, cloud-based reference management service supporting institutions and researchers by streamlining research and writing workflows.
- Option 2: With the RefWorks® reference management service, users benefit from easy-to-use, cloud-based reference management service that streamlines research with data collection, organization, collaboration, writing, and publishing.
- Option 3: RefWorks® reference management service is easy to lean and use, helping students produce authoritative citations and maximize research productivity. It provides round-the-clock support, and is an entirely cloud-based solution that requires no syncing.
RefWorks Social Channels
- X/Twitter: https://x.com/RefWorks
- YouTube: RefWorks - YouTube