Updated Users Section in Admin Tools

Idea Exchange

Additional options are available in the Users table. Admins can now apply filters to view users by:

• Last accessed time frame
• Status (Enabled/Disabled)
• Role
• Area of Focus
• Additional Profile Information (where enabled)

New Admin Tools Trends Reports: Account Created and References Added

Idea Exchange

Admins now have direct access to view new usage reports.

Improved Usage Analytics Section

The user interface is now easier to read with more streamlined navigation and viewing selection available on the top of the chart. The CSV download now reflects the data displayed on the screen.

Accessibility Improvements

Added keyboard navigation and screen reader to reference preview and edit panel.

Updates to Citation Styles

Idea Exchange

• AGLC 4th - Australian Guide to Legal Citation, 4th Edition citation style was added.

• Updated MLA citation style formatting bug in Web Site reference type.

Bug Fixes

Duplicates counts were not accurately updated until the user logged out. This is now fixed.

New Unpaywall Feature 

Users are now able to directly link to the Unpaywall open access database. The Full Text  link becomes available when the reference DOI is found in Unpaywall.

When enabled by institution’s Admin, Unpaywall link appears in the Reference Preview and Reference Editor panes.

Unpaywall Link – Reference Preview Modal

Unpaywall Link – Reference Editor Modal

Unpaywall option is available to all users by default. Admins may disable access to Unpaywall in the Admin settings.

Unpaywall Admin Preferences Screen

Bug Fixes

• Some users saw a broken URL when exporting from ProQuest databases. This is now fixed.
• Addressed the issue where some custom citation styles failed to generate footnotes.
• Admin analytics Publication “Past 30 days” stats were not displaying accurate data. This is now fixed.
• Some users were not able to see references in a shared sub-folder when using RCM. This is now fixed.

Redesigned Users Section in Admin Tools

Bug Fixes

• Fixed the bug where some users were seeing the word Stylefix at the end of their bibliography in RefWorks Citation Manager (RCM).

• Fixed the bug where some users were not able to download attachments.

Improved Sorting and Ordering Options for Viewing References

 Idea Exchange

Users are now able to sort references in Ascending or Descending order. Additionally, users may now sort based on
Date modified (the last time a reference was edited/saved).
All sorting options include:

• Date added
• Date modified
• Date published
• Title
• Author
• RefID

Duplicate References Available In Table View

 Idea Exchange

Users are now able to view Duplicates (see last results in Table View). 

Ignore Duplicates During Import

 Idea Exchange

Users are now able to specify if they would like to ignore duplicates during import. Deduplication during import is based on Exact Match for: Author, Title and Year. It is based on the same algorithm as Finding Duplicate References. When the option to ignore is selected, RefWorks checks for duplicates against the selected Project and duplicates are not imported.

Ability to Search Shared Folders

 Idea Exchange

Users are now able to search references in all available folders, including references which are in folders shared by other users or institution. This applies to simple and advanced searches.

Ability to Search in Publicly Shared Folders

Users are now able to search references in publicly shared folders. Search and partial search are available based on the following fields: title, author(s), date, abstract, publisher, PMID, PMCID, ISSN, ISBN, DOI and URL.

Advanced search is only available to users with RefWorks accounts.

Bug Fixes

• The All References Full View now shows complete records. Previously, only the Folders view showed complete records in Full View.
• Exporting references in TSV format now includes custom fields and lists all data in the correct columns. Previously, the export omitted custom fields and an additional column, causing misalignment of data.

Institutional Single Sign-On (SSO) Option Added to the RefWorks Citation Manager (RCM)

 Idea Exchange

Users affiliated with institutions that provide OpenAthens or Shibboleth authentication can now log into RefWorks Citation Manager (RCM), the RefWorks Add-on for Microsoft Word, using their institutional sign-on. Previously, users had to enter their RefWorks User ID and Password to access RCM.

This option is not yet available for RCM Hangul.

New RefWorks API for Direct Export

The RefWorks Direct Export API link was updated: New API link for implementing Direct Export functionality. Direct Export is a seamless way for Database Service users to easily get records into RefWorks.

Unformatted ISSN Field

Previously, RefWorks forced ISSN formatting in metadata display, according to the ISSN formatting rule: ####-####. Now, users may view data in any format. Citation output style rules apply formatting when output is generated.

Display Both PMCID and PMID In a Bibliography

Custom citation styles which require to display PMCID and/or PMID are now allowed. Previously, RefWorks only allowed to display PMID fields.

Resolved Issues

RefWorks has updated the following styles:

• eLife
• Thyroid 2023
• Japanese Journal of Radiology 2023
• Journal of Virology

Deactivation of Legacy RefWorks

Legacy RefWorks deactivation was announced in June 2022. The login page message and in-app notification were posted in November 2022 with instructions on how to upgrade. Subsequently, legacy was deactivated June 30, 2023. In accordance with our Data Retention Policy, legacy data will only be stored through October 2023.

New Process to Import References From Legacy

Users may no longer access legacy RefWorks. The new process to import legacy refences from within RefWorks is available though October 2023.

Improved Find Duplicates Feature

The Find Duplicates feature was further improved by automatically ignoring spaces in the Author field. The Author field already ignored punctuation, when selected.

Direct Export to RefWorks Update

The combined export to legacy/RefWorks page for Direct Export has been eliminated. 
Users who use the Direct Export method of importing references will no longer be able to choose RefWorks or legacy. All Direct Exports will be automatically directed to RefWorks.

New Message for Legacy Authentication in RefWorks Citation Manager (RCM)

All users who access RCM will be forced to log out upon opening the add-in. Those users who are still logging in with legacy credentials will see a warning message that legacy will no longer be available after June 30^th. Message text is also displayed in Korean and Spanish, where applicable.

Data Export Includes Tags

Idea Exchange

Tags are included when exporting reference data from RefWorks in all available formats.

Proxy Database Permalinks Automatically Removed During Import

Idea Exchange

When importing references from various databases, the import will eliminate the permalink portion of the URL to offer clean links to be used in any citation style output. This change will no longer require users to edit reference lists.

Added New Feature to Duplicate References

Idea Exchange

Users are now able to duplicate a reference. When duplicating a reference, metadata can be edited before the duplicated reference is saved. Attachments are also included in the duplicated references but may be removed prior to saving.

First and Last Name Requirement Change

Users are no longer required to enter in First Name or Last Name when creating an account or editing a profile in Settings.

Improved Search Functionality in RefWorks Citation Manager (RCM) to Include Partial Search Terms

When searching in RCM, users can now perform a search using partial terms.

New Process For Migrating a Document From Write-N-Cite (WnC) To RefWorks Citation Manager (RCM)

Users who work with WnC are now able to migrate their document to RCM. This process will convert the in-text citations, footnotes, endnotes, and bibliography of a WnC document into the equivalent RCM document. Read more about the process here.

Improved Find Duplicates Feature by Including Additional Fields

Users may now increase accuracy and flexibility of their duplicate references search by choosing to select additional fields. The new fields included are:

• Volume
• Issue
• Journal Title
• Publisher
• Reference Type

Improved Find Duplicates Results Display

Users can now easily identify how many total references, primary references and duplicate references are displayed in the Duplicate references results page. Additionally, each primary reference indicator shows how many duplicates are identified.

Copying References from Bibliography or Quick Cite to a Document Now Pastes in Black Font

Idea Exchange

When creating a bibliography or citations via Quick Cite and pasting into a document, email, etc., the copied text is now pasted in black font by default. There is no longer a need to change font color after pasting.

Newly Created Folder During Import Is Now Automatically Selected

When importing references, users can create a folder during import. Newly created folder(s) during this process are now automatically selected for import.

Save to RefWorks (StR) Automatically Includes Tags, PMID & PMCID when Importing from PubMed

Idea Exchange

Import is now improved to include tags, PMID and PMCID when using StR in PubMed.

Improved Search Functionality to Include Partial Search Terms

When searching in RefWorks, users can now perform a search using partial terms.

Updated Storage Capacity Overview in User Settings

Users may now clearly identify how much storage space is used in their RefWorks account.

Added Option to Create New Folder During Import

Idea Exchange

When importing references, users can assign to import into existing folder(s). Now, users can create a folder during import. This streamlines the research process, eliminating the need to repeat tasks to organize references after import.