RefWorks Citation Manager (RCM) for Word Improvements 

In addition to parenthetical citation formatting, users can now edit citations in integral or narrative citation format: Author (year). Additionally, users can now directly add page numbers to in-text citations. The Page Number(s) field will insert page number in in-text citation for any author-date or footnote citation style. This does not yet apply to superscript styles. Default page number(s) formatting is not affected and follows rules set by the citation style.

Import Improvements

Users can now easily choose to import more references directly from the Import Process Complete page, eliminating the need to navigate back to import pages.

Export Improvements

Users who are not able to sync with Dropbox may now export all, or selected attachments, in bulk.

Public Sharing Improvements

Recipients of publicly shared folders can now choose from any RefWorks citation style. This does not include user custom styles or Institutional styles.

Users at institutions which use the Link Resolver feature can now share folders via a Public URL with the link resolver included in the references information.

Workflow Improvements

User settings for the sorting, ordering and number of references displayed per page, is retained until the user changes any of these settings. This applies to All references, Last Imported and all Folders as well as search results. The Search Databases and Find Duplicates pages retain the default display views.

Users may now drag/drop references from any page into the Trash, eliminating the need to select references and then click to move them to the Trash.

When viewing references in Table View, the table headers are affixed to the top allowing users to see them regardless of scrolling.

Admin Improvements

The Admin Publications Cited report was updated to include citations used in RefWorks Citation Manager (RCM) for Word and Google Docs, instead of only Write-n-Cite. These are the publications most frequently cited by your users.

Citation Style Added

• Chicago 18^th Edition

Updated RefWorks YouTube Channel Videos

• RefWorks Basic Functionality
• Collaboration through sharing in RefWorks

Accessibility Improvements

• The following improvements were implemented for the Citation Style Editor keyboard navigation:

  • Ability to navigate through creating, editing and updating citation styles

  • Added access label to search bar

  • Updated keyboard navigation order on the Last Imported page

• All modals and dialog boxes now include keyboard focus traps.

• The cookie preferences link is now keyboard accessible.

• The Last Imported link is now keyboard accessible.

Bug Fixes

• Users were not able to create a bibliography from the Search Results when no references were selected. 

• The Medium field would change to Volume when changing a Motion Picture ref type to a Video ref type.

• Folders sorting options became misaligned after scrolling on the page.

• In Last Imported view, references were not immediately cleared after clearing “Last imported”.

• Some users were seeing errors when syncing, or were unable to sync newly added attachments, in Dropbox.

• Some users experienced errors in bibliography formatting after a line break was applied in the Reference Editor in Title field.

• RefWorks Citation Manager (RCM) for Word inserted an unnecessary space in front of citations.

• In RCM, the Oxford style citation style can now be set to be formatted for footnotes.

Projects Organization Improvements 

Idea Exchange

Users can now copy or move Folders and copy references from one Project to another. Previously, to copy or move references between Projects, users had to export files from one Project and then import into another Project.

New Reference Type – Standard

Idea Exchange

RefWorks now includes a new reference type: Standard. The new reference type appears in citations created with RefWorks Citation Manager (RCM), RCM for Google Docs and Quick Cite. It is also available in the Citation Style Editor.

Author Field Improvements

The names/author fields in the Reference Editor offer more flexibility. Users can now freely edit text, copy and paste and change order and type in non-Latin characters. This change applies to all author related fields: Authors, Editors, Translators, Compilers, Producers, Performers, Conductors, Recipients, Assignees, Publication Editors and Series Editors.

Details Added to Reference Editor and Citation Styles Editor

Idea Exchange

Users may now use Sub-file and Publisher fields in the Citation Style Editor for reference types where those fields are applicable.

Users may now add a Ref ID field when creating or updating custom citation styles. The Ref ID is a default detail in every reference saved in RefWorks.

Search Improvements

Idea Exchange

The Advanced search form now allows users to search for null fields, retain search query text, and to reset or clear a search with a single click.

Output Format Export Options Improvement

Idea Exchange

Users now have more flexibility with choosing the ID formatting output when exporting references. The ID may be exported as it was previously formatted with the RefWorks default option, as authoryeartitle, or as Ref ID only. Whichever choice is selected will become the default pre-selected choice until the user selects a different option and exports.

New Labels in Subfolders for Sharing in RefWorks, RefWorks Citation Manager (RCM) for Word, and RCM for Google Docs

Users can clearly distinguish which reference(s) are added by themselves, or other users. A notification banner displays when a list of references that contains references added by other users has the same Ref ID as those in your library. Folder icons next to links indicate whether the folder only exists in the owner’s library or is shared with, or by, the owner. This is available in all Views (Normal, Table, Full and Citation).

RefWorks Citation Manager (RCM) for Word References View Improvement

Idea Exchange

RCM for Word users can now order references in ascending or descending order. This is possible when viewing all references, references in Folders, and search results.

Updated Help Menu

In addition to links to Knowledge Center and Contact Support, users can now access Release Notes, past Announcements, and Idea Exchange.

Bug Fixes

• Admins viewing RefWorks in a non-English language were not able to view the Invite Users button due to incorrect page formatting. This is now fixed.

• The Edit option was not available in the Reference Editor for references in full access shared folders.

• The Reference options Undo, Save, and Cancel in the Reference Editor were obstructed by the lookup suggestions panel when using autofill suggestions.

• The Reference Preview pane options Edit, Duplicate and Close are now frozen to the top of the pane enabling users to take action even if scrolling down to the bottom of the pane.

• The RIS file export format now includes both PMID and PMCID fields.

• For citation styles which use Ibid formatting, edited page numbers were not formatted correctly in documents created in Word, Hangul Word Processor or Google Docs. The formatting is now applied correctly.

• When in Table View, users were not able to drag and drop references into Folders. Users can now drag and drop references from this view.

• When viewing references in a non-English language in Table View, some columns headers were not displayed correctly. This was fixed.

• Fixed a display bug where Tag searches text was truncated.

• Fixed a display bug where Project settings modal text was incorrectly displayed when opened from the Setting page.

• A loading error prevented Quick cite from opening immediately after the user executed a search.

Accessibility Improvements

Added the ability for keyboard only navigation to the following areas:

• Advanced Search form

• Projects tooltip

• Tools page > RefWorks add-ons for your papers section tabs: Microsoft Word, Google Docs, and Hangul

• Account creation:

  • Profile creation modals

  • Onboarding coach mark tooltips

• Citation Style Editor:

  • List of citation styles

  • Tooltips in Citation Style Editor

Updated Videos

YouTube channel videos:
RefWorks Administration - Inviting Users
and
RefWorks Administration – Settings Checklist

Launched New RefWorks Citation Manager (RCM) for Google Docs Add-on

RCM for Google Docs allows users to easily add in-text and footnote citations to documents while auto-generating a bibliography. Choose from any of our thousands of citation styles and watch your citations and bibliography update themselves. You can install from Google Marketplace today.

This add-on replaces the older, less powerful, ProQuest RefWorks add-on for Google Docs. All documents which use the ProQuest RefWorks add-on in Google Docs are already compatible with RCM for Google Docs.

Import Process Summary Status Page Updates

Users are now able to clearly see the count of references per completed import process. The import summary lists how many references were, or were not imported because of the Ignore duplicates option and how many full-text attachments were found and imported.

Automatic Folder Count Updates

Folder counts upon import and after PDF upload and manual reference creation, are now immediately updated. Previously, users needed to refresh the page to see updated counts.

Dragging and Dropping References into Folders Now Has Visual Indicators

Users are now able to clearly see how many references are dragged and dropped into a Folder. The count is displayed in the tooltip and the destination folder is highlighted.

Improved Folder Names Recognition and Quick View of Sharing Settings

Users are now able to clearly see full Folder name and Sharing settings by mousing over the Folder in the list in the side navigation bar. When mousing over anywhere on the Folder name area, users can see a clear tooltip of the entire Folder name. When mousing over the Sharing icon next to the Folder name, a summary of the Folder sharing tooltip is visible.

New Labels for Sharing in RefWorks and RCM for Word and RCM for Google Docs

Users can clearly distinguish which reference(s) are added by them, or other users. A notification banner is displayed when a list of references that contains references added by other users has the same Ref ID as those in your library. Folder icons next to links indicate whether the folder is only the owner’s, or is shared with or by the owner. This is available in all Views: Normal, Table, Full and Citation.