2019 RefWorks Release Information
- Product: New RefWorks
We encourage you to check this page for information and announcements pertaining to RefWorks features and functionality.
Current Release Information
December 3, 2019
APA Style 7th Edition Added to Citation Styles
APA 7th edition was added to the citation style list, allowing users to format citations and a bibliography in the most current edition of the APA style. It is available in RefWorks, legacy RefWorks, and the Word and Google Docs add-ons.
RefWorks Links Corrected to Open Relevant Pages
When searching for RefWorks pages from Google, many links did not direct to a relevant page. This was fixed.
November 6, 2019
New Link to RefWorks from Legacy RefWorks
Upgrade to RefWorks Link Improved and New Link to Knowledge Center Upgrade Article Added
October 1, 2019
New Fields Added to Exported User Information
Updated Export Page
- The page layout was changed.
- The option to have your selection saved to avoid having this page appear in the future was fixed.
- An option to submit a support case was added.
Monthly Release Pop-Up
September 3, 2019
Terminology on Account Creation Page Updated
- The text was changed to describe accounts to be used by institutions in general, not just universities
- Text was added to explain that when upgrading from Legacy RefWorks to the latest version of RefWorks, you cannot log in using your Legacy RefWorks credentials, rather you need to create a new account.
August 6, 2019
Add Additional Profile Information
Add Profile Creation Message
Set as Current Project
July 2, 2019
Reference View Controls Moved to Top of Page
Deduplication Supported in Shared Projects
Publish Date Now Accepts Free Text
- RCM Information Displayed for Windows Users
RCM information was displayed in the Tools section of Word for Mac users only. This was fixed and now the information is displayed for Windows users as well.
June 4, 2019
Alphabetical Sorting of Folders
- Subfolders are now automatically sorted alphabetically.
- Currently, folders in the Sharing section can be custom sorted only.
Document Writing Collaboration with RCM
- All collaborators must be owners of the same project.
- All collaborators must be using RCM.
Exporting User Information
- Email address
- First name
- Last name
- Date created
- Invited: a user received a RefWorks invitation, but did not activate the account
- Activated: a user activated the account
- Deactivated: a user activated the account, but it was later deactivated by an administrator
- Date last active
- Project and Folder Sharing – A fix was made to project sharing, so that now when publicly sharing a folder within a shared project, the folder's sharing icon now appears to all project owners and not just to the user who shared the folder.
- ezProxy Direct Export – A fix was made to resolve direct export issues for users using ezProxy.
This issue occurred only to users with a single project in their account.
May 7, 2019
- Anyone with whom a project was shared becomes a project member (after accepting the project invitation) and has full permissions within the project, including adding, deleting and modifying folders and references. Any member can delete the project, as long as it is not the current project of any member.
- Reference IDs within a project are unique. Therefore, when you add a reference to a shared project, it may receive a RefID that is not consecutive to the last RefID of a reference you created.
- From the Project Menu:
- From a project’s Actions button on the My Projects page (Project Menu > Manage Projects):
- To share the project with a member, enter an email address in the Invite Members to Join field and click Done.
- To unshare the project with a member, click Remove next to the member’s email address and click Done.
- To unshare the project with all members, click Unshare Project.
April 2, 2019
Additional Citation Style Language (CSL) Styles
Hundreds of additional Citation Style Language styles were added to RefWorks. CSL is a repository of community sourced bibliographic styles that greatly expand the options available for users. These new styles include foreign language and UK specific Harvard styles.
CSL styles can be used with the RefWorks Citation Manager (RCM) Writing Tool.
Improved Formatting of Bibliographies in Publicly Shared Folders
The look-and-feel of bibliographies created in publicly shared folders was enhanced by adding spacing and indenting.
Improved Experience for Users with a Proxy
March 6, 2019
Public Folder Sharing
- More functionality was added to publicly shared folders, allowing users who do not have a RefWorks account more options when working with shared citations.
- You are now able to create a bibliography by selecting from the most commonly used citation styles and can export the references for use in another program. All fields of the bibliography are viewable from the expanded panel and attachments to the bibliography can be downloaded.
- Publicly shared references are now sortable by folder. References can be sorted by Date added, Date accessed, Date published, Title, Author, and Ref ID.
- With the newest version of Write-n-Cite (WIN version 4.6.59. MAC version 4.6.23), the name of the current project is displayed.
- If no citations were added to the document, the option to change the project is available.
- This new version of Write-n-Cite also fixes an issue where some users did not see all of the available references in Write-n-Cite.
February 6, 2019
Public Folder Sharing
With the February release, a new option is available when selecting Share a Folder that enables you to create a public URL to share the contents of folders and sub-folders with people who do not have a RefWorks account.
Selecting Remove URL deletes the URL and removes public access to the folder.
From this release, you have the ability to select to which project references are exported when moving to the newest version of RefWorks from the legacy version of RefWorks.
Fixed an issue that was preventing users from annotating or highlighting text in PDFs.
January 8, 2019
The RefWorks team expanded the concept of Projects within RefWorks. Now, when importing references into RefWorks, you can select with which project the references should be associated.
The option to select the project is available when performing the following actions:
Fixed an issue with spacing when typing a search phrase.
December 9, 2018
Admin with IE11
The team fixed an issue where users with IE11 were unable to navigate to the Admin screen.
November 6, 2018
The RefWorks team is excited to share with you the latest features and functionality releases for November.
The Remove Duplicates functionality was enhanced with the following:
- The text description that appears when selecting Tools was changed to be clearer and to indicate that removing duplicates is not available for shared folders.
- If you select a shared folder from which to remove duplications, a warning message now appears.
- If you select a folder and then click Find Duplicates, the folder is selected by default in the Find Duplicate References dialog box.
- Find Duplicates was added as a new row action in the folder shortcuts to activate the Remove Duplicates function, in addition to the Find Duplicates option under Tools.
- The Remove from Folder feature was added that allows you to remove the duplicate from the folder, without deleting it.
New Customer Support Submission Form
You can now submit customer service issues using a form. The form is available by clicking the Help icon and selecting Contact Support.
October 5, 2018
User interface updates:
To help make the work in systematic reviews easier to find, we added a Reference Identification (RefID) to every reference coordinated for each user's library. The RefID can be found next to each reference in normal view;
in the Table View, and is sortable;
and in the Writing Tools
We also updated Normal View so that you can now see the date, title and author of a reference.
We also addressed some bugs regarding RCM, Search and TLS in Legacy.
September 4, 2018
User interface updates:
To make systematic reviews easier to scan quickly, we provided Table View–a sortable view of references.
Now you can see how many references there are in folders and subfolders with Reference Counts in Folders–a numeric count next to every folder.
For those who want to run a program across your references RefWorks can now Export to XML–export citations in a well-formed XML format.
August 8, 2018
RefWorks Citation Manager
For users with thousands of references using RefWorks Citation Manager (RCM) we've made significant performance improvements; syncing with your library upon opening RCM has gone from minutes to seconds. This is for both PC and Mac users with Word 2016.
Being ever vigilant, we've made various security improvements to RefWorks both legacy and new.
Note: we found a bug regarding an upcoming UI upgrade called Table View, so we're delaying the release of this enhancement for the sake of quality.
July 27, 2018
The RefWorks team is pleased to share with you the latest news on Citation Style Language release. It took a little bit to perfect, but we are excited to reveal, CSL styles are available for use in RefWorks, RefWorks Citation Manager, and RefWorks for Google Docs Add-on. Write-N-Cite support for CSL will be launched soon.
What is CSL and how does it work?
Citation Style Language (CSL) is a crowd-sourced repository of over 8,000 commonly used citation styles. In addition to the thousands of RefWorks citation and bibliography styles and any styles you may have created using the RefWorks Citation Style Editor, CSL styles are also available for use in RefWorks.
CSL styles are identified throughout RefWorks with a green CSL icon and a lock.
CSL Styles can be selected for use like any other citation style in RefWorks. If footnotes or endnotes are not supported by the CSL style, it will be noted when the style is selected.
Because CSL styles are created and maintained by the CSL community, any editing or modifying of these styles is done outside of RefWorks in the CSL visual editor.
July 3, 2018
The RefWorks team is excited to share with you the latest features and functionality releases for July. These improvements include performance and various fixes.
PDF Import Fixes
RefWorks Citation Manager Fix
Citation styles requiring numeric references to be formatted; settings like superscript, subscript, bold, etc present in the citation style definition are honored by RefWorks Citation Manager.
June 5, 2018
The RefWorks team is pleased to share with you the latest features and functionality releases for June. These improvements include user interface enhancements and language support.
User Interface Updates:
Database Search Fix:
May 1, 2018
The RefWorks team is pleased to share with you the latest features and functionality releases for May. These improvements are in the following categories: Writing Tools, Systematic Review, and Security. We also have network monitoring for you to check if RefWorks is ‘up’ or ‘down.’
May 2018 Release Highlights
Both legacy and new RefWorks are now included in the Ex Libris status monitoring so you can see if connectivity issues affecting users are with RefWorks or with the network connection. You can be find this at status.exlibrisgroup.com.
March 6, 2018:
Enhancements in this release
Submit your ideas to the Idea Exchange
We want to hear from you! RefWorks is proud to announce the launch of the new RefWorks Idea Exchange. This unique platform provides all customers the opportunity to post ideas for enhancements and extensions to RefWorks, while offering feedback and voting mechanisms to further support the development and advocacy of these ideas. Beyond this though, it facilitates transparent communication directly between users and the Ex Libris product management teams about what you consider to be development priorities.
August: Write-N-Cite improvements:
The RefWorks team is excited to announce improvements in Write-N-Cite for both Word and Mac.
We have split the Write-N-Cite installers into two versions:
What is Write -N-Cite?
Write-N-Cite is a Word Plug-in utility that allows users to run an abbreviated version of RefWorks in their word processor. With Write-N-Cite, you can cite references in a manuscript with the click of a button.
Past Release Information
Updates and Improvements
References exported from a database or discovery tool are properly imported into RefWorks
Users logged into RefWorks are not prompted to login during the exporting process
Projects are properly displayed
Previously some PDFs became "stuck" during import, this issue is resolved. Now, a PDF will be loaded successfully with text and page rendering capability.
PDFs created from the ProQuest Platform using the Save to the PDF function were not being imported, now they can be imported.
Minor tweak to new account creation to enable the privacy consent acceptance before sign-up so a user isn't bothered to consent afterward.
- To increase the usability of the top Sub-NavBar we updated the icons, color and added labels to each action.
- We've rearranged the order of fields in the Preview Panel in both preview and edit modes so more commonly used information appears at the top and are easier to scan. This includes Title, Alternate Title, Authors, Abstract, and Tags. Added close icon to eliminate confusion for closing the Preview Panel. Icons have been updated to SVG formats to increase clarity and visibility. And padding was also reduced to allow more content to be visible to the user without being overpowering.
- Updates have been made to both legacy and new RefWorks to ensure that diacritics and special characters display properly on direct export from third-party databases.
- This is the first of a series of releases around language support
- The loading “spinner” now doesn’t interrupt the workflow of using the search database feature.
- A fix was made to “Strict Match” de-duplication for Korean and other languages allowing it properly detect duplicate references.
- Minor UI updates were made to legacy RefWorks GDPR acceptance to make it clearer.
- RefWorks Citation Manager (RCM) underwent a significant update to increase the stability and ease of use, this includes recent customer submitted fixes.
- Translations added to Write-N-Cite (WNC) and RCM
- Fix to sending feedback under the Preferences section of WNC and RCM.
- (Releasing Thursday, May 3rd, 2018) We’ve added a much requested new de-duplication method based upon legacy RefWorks, "Legacy" Close Match, is phonetic algorithmic method which works best with English surnames and short titles.
- Translations provided for Deduplication options
- (Releasing Friday, May 25th, The EU General Data Protection Regulation (GDPR) strengthens the rights that individuals have regarding personal data relating to them and seeks to unify data protection laws across Europe, regardless of where that data is processed. You can count on the fact that RefWorks is committed to GDPR compliance across all of the components of RefWorks including legacy RefWorks.
- Usage Analytics –This new report provides RefWorks Administrators with their institutional usage stats for page views and visits/session. These reports can be displayed in either a Daily and Monthly view.
- Pageview: A pageview is an instance of a page being loaded (or reloaded) in a browser. Pageviews equals the total number of pages viewed.
- Session: A session is the period of time a user is active on the site, as a sequence of page views in a user visit to RefWorks.
- Support Move: In late March, RefWorks was added to the Ex Libris Support Portal and Customer Knowledge Center, bringing together documentation, training, product materials, and knowledge articles all in one location.
- DOI integration: With the addition of the "lightning bolt in DOI” users can auto-complete the reference using the Summon database information for a more precise reference for journals.
- RefWorks Citation Manager (RCM): Based on user feedback, improvements are being made to the RefWorks interface to make the process of loading citations more intuitive, in addition to fixes to the process of loading citations.
- Document Compatibility for WNC and RCM: Improvements were made for users upgrading from legacy RefWorks to new RefWorks regarding citation formatting. With a new two-click process users will no longer have to reformat citations after moving to new RefWorks
- PDF progress bar – Indicates the status of PDF’s being uploaded into your folders ensure completeness of the information prior to any tags, etc.
- Systematic review updates - now allows users to view, organize, and manage thousands of citations collaboratively
- Password Reset Workflow- Resetting passwords are the #1 reason why people contact our support team. With the recent improvements, this process will be much easier. In legacy RefWorks you can now request to reset your password by either entering your email address or username (if you have more than one account).
- Google Docs – Fixed bugs which corrupted a user’s document
- RCM – Fixed a bug that prevented editing the date properly.
- WNC – Fixed a field coding conflict with Word Title field that prevented references from being inserted.
- RefWorks and Summon – Fixed an integration issue in which the login to RefWorks link on the Summon header did not resolve the login to RefWorks correctly.
- Display up to 2,000 references – Prior to the release users could only display up to 200 references. Now users performing Systematic Reviews can now view, organize and manage thousands of citations collaboratively.
- Improved Syncing Write-N-Cite to RefWorks – Users of Write-N-Cite now have a faster syncing with RefWorks to quickly create a citation.
- Progress bar while importing – Prior to this release when you imported a file there was only an indication of “analyzing” which didn’t really provide a way to know what is happening to the file. Now, when importing PDFs or other files you will see a progress bar indicating the status of the import from uploading to extracting full text to completion. The progress bar is also enabled for attachments as well.
- Password Reset Workflow Improvements – In both legacy and new we’ve revised the login screens to be simpler and more consistent with each other and made it much easier to retrieve a password.
- IT version for those who use IT to install it on institutional computers, which has no in-app notifications.
- Personal version for those that have administrative rights to their personal computer. Those that have administrative rights will receive in-app notifications of updates.
- Word no longer hangs while Syncing data
- The login text box has been fixed so all Shibboleth users can now login to WNC with their credentials
- A/B/C Appending is showing for Bibliographies created in RefWorks
- The "bibliography only" function works with citations that have been previously added to the document
- Database sync fix for New RefWorks accounts
- A user can now insert a URL in the footnotes
- Username is updated on Account Switch
- Compose Citation fix for re-ordering citations
- When any field is formatted, Write N Cite will format the entire footnote in rich text
- Added Custom Output Styles to Write-N-Cite
- The intended Japanese and Korean characters are now being added correctly
- Write-N-Cite Accessibility Improvements for Screen Readers
- Insert Citation Preview Page - Improved scrolling capability
- No Reference Selected" text is added on pressing enter key on insert Citation screen
- A/B/C Appending is showing for Bibliographies created in RefWorks
- Database sync fix for New RefWorks accounts
- Fixed truncation of footnotes in Notes Styles
- While Editing References, the word Null is not displayed while Overriding Pages in the Preview Citation section
- There is now correct spacing between the List Title ("References" "Works Cited") and the first reference when inserting a reference
- Added Custom Output Styles to Write-N-Cite
- The intended Japanese and Korean characters are now being added
- Output style fix for AMA - American Medical Association, 10th Edition
- Global Edit (Add Delete, Replace): Global Edit is a simple search-and-replace function that can be applied on multiple references. It is particularly valuable for amending, augmenting, and correcting records that come in from online databases, which may require adjustments. Global Edit users can now update, delete, and replace metadata information.
- Multiple attachments & Types: RefWorks now allows users to attach multiple attachments (of any file type) to a references. We have updated the thumbnail view for attachments with a new scrollable carousal view that provides a quick preview of attached files. The RefWorks reader natively support viewing of attachments in Microsoft Word, Microsoft Excel, Microsoft PowerPoint, PDF or open Microsoft office formats. Other file types are downloaded for local viewing.
- Selection/Review decoupling: Before the September release, highlighting a reference always selected it, as well. That meant that for many important functions like deduplication, it was impossible to review your selected references without losing the selection. With Selection/Review decoupling, users can review and select references when using RefWorks features.
- Full view: Full view displays all populated metadata fields in each record. It is valuable for reviewing complete - reading notes, abstract and scanning for the most promising references. In full View, RefWorks highlights allows you to quickly select, edit and save metadata information.
- Inspector pane changes: In the past when reviewing references, a third pane would appear on the right called the “inspector pane”. With the September release this pane is now hidden and displays based on whether a reference is highlighted. Also now the footer makes the number of references selectable.
- Quick Cite improvements: Quick Cite now provides support for numbered bibliography styles, allowing users to reorder their bibliography entries to accurately reflect the sequence of their citations.
- RefWorks Citation Manager: (Microsoft Word adding) is now compatible with legacy version RefWorks using 2016 version for Macintosh. The new RefWorks Citation Manager is available via the Microsoft Store for Microsoft Word 2016 for both Mac and Windows.
- Z39.50 Advanced Search: In June we announced the Z39.50 database feature which allows you to search; PubMed, the Library of Congress and hundreds of library catalogs from subscribing RefWorks institutions to find relevant materials. In September we expanded this functionality by adding Advanced Search, Import to folder and performance improvements to Z39.50.
- Language Selection: A new language drop down option has been added that allows users to switch the interface to nine different languages.
- Old Article Number: 15350