2021 RefWorks Release Information

Using Shared Folders in RefWorks Citation Manager (RCM)

Users can now view and cite references in a shared folder in RefWorks Citation Manager (RCM). Previously, users could view and cite references in shared projects but not in shared folders. With the addition of this feature, users can limit sharing to a specific folder and still use the shared references in RCM.

Integration between RefWorks and My Research

Idea Exchange

Users can now connect and synchronize a ProQuest My Research account with their RefWorks account. Any references that are added to My Research will automatically be displayed in the RefWorks account and vice versa. Users can stay on the ProQuest Platform and view and manage their RefWorks folders and references.

To learn more about syncing My Research and RefWorks accounts, click here.

New Citation Styles

RefWorks now supports the following new styles:

• スポーツ心理学研究
• 環境社会学研究
• 国際P2M学会誌
• 国際ビジネス研究
• 国際開発研究
• 日本貿易学会\
• 日本地域看護学会誌
• 日本産業看護学会誌
• 日本内視鏡外科学会
• 日本医療・病院管理学会誌
• 心理臨床学研究
• 日本眼科学会雑誌
• Journal of Obstetrics and Gynaecology Research
• アメリカ史研究
• Library and Information Science
• 麻酔
• MERAJournal -人間・環境学会誌
• 日本家族心理学会
• 横幹
• 周産期医学
• Physiological Measurement
• Respiratory Investigation
• 絵本学
• 日本外傷学会雑誌
• 犯罪心理学研究
• 日本集中治療医学会雑誌
• GIS-理論と応用

Updates to Citation Styles

RefWorks has updated the following styles:

• MLA 9th - No Case Changes (No Title Casing), Annotated with Abstract
• MLA 9th - Title Casing
• MLA 9th (basic) - No Case Changes (No Title Casing)
• 哺乳類科学

Resolved Issues

Arrow in Username Dropdown Disappears during Onboarding

Towards the end of the onboarding flow, the arrow in the username dropdown disappeared and reappeared only after the page was refreshed. This was fixed (the arrow can always be seen).

Arrow in Username Dropdown

Error Messages shown in Profile Form Incorrectly

When creating a new RefWorks account, if a user does not provide answers to required fields in the Profile Form, an error message is shown. When the user provided answers to these fields, the error message would not disappear. This was fixed and now the error message appears only when information is missing.

Missing Information for New Account

Ref ID Added to Export Files

Idea Exchange

The reference Ref ID is now included in all reference export files, allowing users to easily locate and identify references in the file using their unique RefWorks identifier. The Ref ID is shown in the first line of each reference. For more information on Exporting Files, click here.

New Video Tutorial Screen Added to Onboarding Screens

A screen displaying the RefWorks video tutorial page now appears at the start of the onboarding flow, to allow new users to easily locate this helpful resource.

Video Tutorial Icon Added to Utility Toolbar

An icon linking to the RefWorks video tutorials has been added to the utility toolbar, next to the Help icon, and replaces the link in the Help menu. This change makes it easier for users to locate this helpful resource.

New explanatory coachmarks (tooltips) have been added to the video icon and the help icon. They appear during the onboarding flow, to help bring attention to and explain these icons to new users.

New Write-n-Cite Version for Mac

The new version of Write-n-Cite provides:

• Security enhancements.
• Resolution of command window staying open during update to a new WnC version or uninstall of WnC. This applies to user-installed versions as well as IT versions of WnC that are installed institution-wide.
• Support of new reference types and fields added to RefWorks in a prior release.

New Citation Styles

RefWorks now supports the following new styles:

• MLA 9th Edition
• MLA 9th Edition - Annotated with Abstract
• MLA 9th Edition - No Title Casing
• コピー / 哺乳類科学
• 医学教育
• International Immunology
• 教師学研究
• 日本臨床外科学会
• 音楽教育学
• 小児内科
• 日本小児腎臓病学会
• Japanese Journal of Radiology
• 犯罪社会学研究

Updates to Citation Styles

RefWorks has updated the following styles:

• Cite Them Right, 11th edition – Harvard
• AMA 11th - American Medical Association, 11th Edition

Resolved Issues

New Citation Styles

RefWorks now supports the following new styles:

• AMB Express
• Asia Pacific Journal of Clinical Nutrition
• 行動計量学
• Bioscience of Microbiota, Food and Health
• キャリアデザイン研究
• 企業家研究
• 学生相談研究
• 言語聴覚研究
• Graefe's Archive for Clinical and Experimental Ophthalmology
• Histopathology

Resolved Issues

'Find Matches' Feature Added to ISSN and ISBN fields 

Idea Exchange

When manually creating a reference, users can enter the ISSN or ISBN number of a reference and search for matches by selecting the  icon.  Results are shown at the bottom of the Reference Editor. When the user selects a result, the reference metadata is filled in the relevant fields. If no suitable match is found the user can enter the rest of the metadata manually.

In addition, an improvement was made to the DOI field - the  icon now appears next to the field by default and not only when starting to enter text, making it clear that this feature is available for the DOI field.

Option to Include or Exclude Tags when Importing References

Idea Exchange

When importing references by uploading a file, Direct Export (from an external database/collection) and our browser bookmarklet Save to RefWorks, users can now choose whether to include tags with the reference metadata or not. Tags are imported by default unless the user turns the toggle off.

To learn more about reference import methods, see Importing References.

Resolved Issues

New Reference Types and Fields

RefWorks now includes new reference types and fields , and existing fields were added to more reference types. This expands options for users importing and creating references, and aligns RefWorks types and fields with those found in legacy RefWorks. The change enables a legacy user to upgrade their account with the assurance that all reference data is copied accurately, without the need to use custom fields or manually enter data. In addition:

• Some field names were updated for clarity and consistency.

• The new types and fields will appear in citations created with RefWorks Citation Manager (RCM), Write-n-Cite (WnC), RefWorks for Google Docs, and Quick Cite. 

• The new types and fields are available in the Citation Style Editor.

Two new reference types were added:

• Grant

• Motion Picture

Five new fields were added to all reference types:

• Author Address/Affiliation
• Cited References
• Personal Notes
• Publish Date, Additional Information
• Reference Language

For full details on the changes, including field name changes and guidance for legacy RefWorks users who are upgrading their account, visit RefWorks Ref Types and Fields.

New Write-n-Cite Version

The new version of Write-n-Cite provides:

• Additional security enhancements.
• Resolution of command window staying open during update to a new WnC version or uninstall of WnC, for both user-installed versions and IT versions of WnC, used to install WnC institution-wide.
• Support of new reference types and fields being added to RefWorks, as mentioned in the 'New Reference Types and Fields' notes above.

This new version, 4.6.241 (or higher) for Windows, will be available on the Tools page of RefWorks and legacy RefWorks and here.
The new version for Mac, 4.6.212 (or higher), will be made available to users in the coming days.

'Save' Button is Persistent when Scrolling in Admin Settings

On the Admin Settings page, the Save button can now be seen at all times when scrolling. Previously, the button was found at the bottom of the page (after the Profile Creation Message field). This change helps admins to remember to save changes before navigating away from the page.

New Link to Resources for RefWorks Styles

In the Citation Style Editor, a link to information on how to customize CSL styles now only appears when viewing a CSL style. When viewing a RefWorks style, links to the following resources appear:

• Editing Non-CSL Citation Styles, which provides more information about editing RefWorks citation styles

• A YouTube video tutorial

Hover Message for Custom Fields Appears Permanently on Settings Page

On the Settings page, when a custom field is in use for at least one reference, text appears to explain that the field is in use, and contains a link that displays all references that use the field. The text previously showed only when the user hovered the mouse over the field – now the text displays permanently.

Updates to Citation Styles

Extension to RefWorks API

APIs for RefWorks were extended to support additional functionality. 
In addition to actions made possible through the API (see April 2021 notes below), users can now:

• Rename a folder
• Add references to folders
• Remove references from folders

Resolved Issues

Project Sharing

Users are alerted if they attempt to share a Project with a user who is already a Project owner (including if they attempt to share with their own account).

Improvements to the Single Sign-on (SSO) Process

A new single sign-on (Shibboleth/OpenAthens) server is now being used by (new) RefWorks.

The new server provides:

• Improved security
• Improved registration process to grant faster institution access to SSO

Institutions using SSO need to update their configuration to use the new server. Details have been emailed to RefWorks Admins at these institutions.

If no email has been received, contact RefWorks Support.

To start using SSO at your institution, refer to Shibboleth and RefWorks.

WAYFless Access

Idea Exchange

WAYFless URLs are now available to institutions using Single Sign-on for RefWorks.

Administrators can copy and paste the institution's unique WAYFless URL from Admin > Settings > WAYFless Login.

Tools Icon Now Consistent Across Browsers

For consistency, the Tools icon now displays a wrench icon in all supported browsers.

Option Removed from Share Dropdown

Copy shared references was removed from the Share menu. Users can still copy shared references from the Assign to Folder menu.

Resolved Issues

Roles and Areas of Focus

Idea Exchange

When users create a RefWorks account, they select a Role and (if defined by the institution) an Area of Focus. These can be updated at any time from the user Settings page. Admins can now customize the options that are available to users in their institution.

To view and customize the Roles and Areas of Focus lists, select Admin > Account Creation.

The options currently available at the institution are listed (including options available in Legacy RefWorks, for institutions using both RefWorks versions).

Use Select from available roles or Select from available areas of focus to add options to the institution's list. Admins can also manually enter options in the textbox and edit or remove options.

The lists defined in the Account Creation section are reflected in the User Settings and in the Admin Analytics.

Create New Reference UI Update

Within the Add Reference menu, the description for Create new reference was updated to include: Enter information manually or search for matches.

By entering a partial title or DOI and selecting , users can search for matching references in the Ex Libris database.
 

Manage Projects UI Update

The Manage Projects button was updated to a blue hyperlink to be consistent with the rest of the Refworks UI.

Resolved Issues

RefWorks API

APIs are now available for RefWorks. They can be used to perform various RefWorks functions outside of a RefWorks account, for example:

• Retrieve a list of citation styles
• Create a new folder 
• Retrieve a list of references in a folder

An access key is required to use these APIs; contact RefWorks support to obtain a key.

For more information, read the API documentation here.

Document Upgrade for RCM Hangul

RefWorks Citation Manager Hangul users can now upgrade a Hangul document with citations from a legacy RefWorks account and continue working on it with a (new) RefWorks account.

Log into RCM Hangul with your (new) RefWorks credentials and follow the on-screen instructions to upgrade your document.

New Citation Styles

RefWorks now supports the following new styles:

• 日本赤十字学園共同看護学専攻 学位論文執筆要領 2019 - Japanese Red Cross Academy bulletin style

RefWorks has updated the following styles:

• 学校保健研究 - The Japanese Association of School Health
• Journal of Neurology, Neurosurgery and Psychiatry

Resolved Issues

Document Upgrade

RefWorks Citation Manager users can now upgrade a Word document with citations from a legacy RefWorks account and continue working on it with a (new) RefWorks account. For more information, see Upgrading Documents from Legacy RefWorks to (new) RefWorks.

Additional Special Characters for Email Addresses

When creating an account, the following characters are now supported for email addresses, in addition to the special characters that are currently available: !#$&'*/=?^`{|}~

Resolved Issues

Copy/Paste in RefWorks Citation Manager (RCM)

After changes to RCM in June 2020, users were able to copy and paste citations inside their RCM document. However, users of the Word 2016 desktop version were not able to use this functionality. Now, these users can copy and paste a citation in their RCM like users of all other supported versions of Word.

New Bulk Edit Fields

Idea Exchange

Users can now Bulk Edit the following fields, in addition to the fields that are currently available:

• Authors
• Language
• Reference Type
• Title
• DOI

Update to APA 7th Name

The 'APA 7th – No Case Changes (No Title Casing), DOI: empty' style is now titled:

• APA 7th (basic) – No Case Changes (No Title Casing), DOI: empty

Users working with 'APA 6th - American Psychological Association, 6th Edition' who are moving to APA 7th should use this version. Users requiring changes to metadata should use other APA 7th versions. For more information, see Using APA 7th Edition in Refworks.

New Citation Styles

RefWorks now supports the following new style:

• 日本体育大学紀要

The following style had been updated:

• American Journal of Orthodontics and Dentofacial Orthopedics

Resolved Issues

Supported File Extensions in RefWorks

You can now only upload attachments with valid file extensions in both (new) RefWorks and legacy RefWorks. If you attempt to upload an attachment with an invalid file format, you receive an error message explaining that the file type is not supported. For a list of supported file types, see Valid Attachment File Formats.

RefWorks	Legacy RefWorks

New Citation Styles

RefWorks now supports the following new styles:

• BMC Nephrology
• 日本精神保健看護学会誌 – Journal of Japan Academy of Psychiatric and Mental Health Nursing

Resolved Issues