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    2020 RefWorks Release Information

    September 8, 2020

    Improved Accessibility for Admin Settings Page

    To improve accessibility for administrators with impaired vision, the elements on the Admin Settings page were updated to have greater color contrast and distance between them.

    Tools Page Updated to Indicate RCM-Hangul Support for Hangul 2020

    The Tools section now indicates that RCM-Hangul is supported also for Hangul 2020.

    support_for_ Hangul_2020.png

    Support for Hangul 2020

    Bug Fix – Arrow Icon Now Displayed for Non-English Actions Button

    The arrow icon is now displayed for the Actions button on the Admin Users page for languages other than English. This indicates that a drop-down list of actions is displayed when clicking this button.

    arrow_icon_on_actions_button.png

    Actions Button with Arrow Icon

    August 11, 2020

    Disabling Full-Text Sharing Hides Attachments for Publicly Shared References

    When an administrator disables the full-text sharing feature, RefWorks now hides the attachment icon and any attached files also for publicly shared references.

    Full-text sharing can only be disabled at the institution level.

    For more information about disabling full-text sharing, see Configuring Site Settings.

    Cookie Preferences Saved for All Browsers

    The next time you log in to RefWorks, you are prompted to select your cookie preferences. Your preferences are now saved for all your browsers, so you do not need to select the preferences again when opening RefWorks in a different browser.

    cookie_preferences.png

    Cookie Preferences

    RefWorks Usage Reports Now Include Number of References

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    RefWorks usage reports now include the number of references for all users at the institution, as already included in legacy RefWorks reports.

    These reports can be requested by administrators from their RefWorks CRM.

    RCM-Hangul Now Supports Hangul 2020

    RCM-Hangul now supports Hangul 2020 in addition to Hangul 2014 and 2018.

    Bug Fix

    Citations that were copied and pasted in RCM were disconnected from RCM. This was fixed and now copied and pasted citations are linked to RCM, whether pasting to the same document or a different one.

    July 14, 2020

    Styles Now Can be Marked as Favorites in RefWorks

    You can now mark a style as a favorite from the Create Bibliography and Citation View > Settings drop-down lists by selecting the star icon next to the style. The style then appears in the Favorite styles drop-down list, which appears if there is at least one style marked as a favorite. To remove a favorite from the list, clear the star icon. The style is removed from the Favorites list when RefWorks is refreshed.

    favorites.png

    Favorite Styles in RefWorks

    Styles Now Can be Marked as Favorites in RCM

    You can now mark a style as a favorite in the style list in RCM. To mark a style as a favorite, select the star icon next to the style. The style then appears in the Favorites drop-down list, which appears if there is at least one style marked as a favorite. To remove a favorite from the list, clear the star icon. The style is removed from the Favorites list when RCM is refreshed.

    rcm_favorites.png

    Favorite Styles in RCM

    Accessibility Enhancement

    You can now navigate the RefWorks top toolbar using just the keyboard, allowing RefWorks to be more accessible.

    Updated Example Reference When Creating New Account

    When creating a new account, you are given the option to add example references as a demonstration. One of these references was updated and now includes the RefWorks Quick Start Guide.

    In addition, the RefIDs of the example references are now numbered with RefIDs 1, 2, and 3.

    June 17, 2020

    RefWorks Citation Manager Update

    RefWorks Citation Manager (RCM) has recently been updated to allow content controller (citation) editing. The first time a document is opened in RCM the following message is displayed, describing the editing behavior and recommended actions.

    refworks_message.jpg

    June 9, 2020

    There are few items in this release, because the development team is working on improving the PDF upload and import process, which will be available in an upcoming release.

    Automatic Refresh to All References Page After Upgrade

    When upgrading from Legacy RefWorks to RefWorks, the All References page and the My Folders tab are now automatically refreshed after the import is completed. This gives confirmation that the upgrade was successful.

    May 28, 2020

    RefWorks Citation Manager Update

    An updated RefWorks Citation Manager (RCM) version is now available on the Microsoft Store. 

    For users who have previously installed RCM: The previous version is no longer supported; to make sure you are using the updated version, click the "Update now" link that will appear when opening RCM. The update was successful if a tab called RCM was added to Word. If not, remove the add-in and then re-add it from the Microsoft add-in store.

    The new version has several features and interface improvements that can simplify your workflow and make it easier to manage your references:

    • The updated RCM supports Word 2016, Word 2019, and Word Online for both Windows and macOS.
    • A new RCM tab and button is now available to simplify opening the RCM pane instead of opening it from the Add-Ins tab (after initial installation from the Add-Ins tab).
      clipboard_e7e9972dc9808749f13162325da8d0bcd.png
      RCM Tab and Button
    • The citation style in use appears at the top of the Reference List and there is now a refresh icon at the bottom right to refresh the list. You can still refresh documents and references by selecting the Update Document and References option in the Main Menu.
      Refresh Button_2.png
      Refresh Button
    • When editing a citation, there are now buttons to delete and add references to the citation. Additionally, you now manage multi-reference citations from the same page instead of having to move to a different page for each reference.
      Editing Citation Functions_1.png
      Editing Citation Functions
    • The Format for footnotes option is now located on the Citation Settings pane, accessed by selecting Change citation style in the Main Menu, instead of directly in the Main Menu, and appears only for styles that support footnote formats.
    • When selecting a citation style, you can now more easily find a style that you want by selecting it from one of the following sub-menus. When searching for a style in the search box, you can check the CSL Styles check box to include CSL styles in the search. You set also set the surname display format by clicking Differentiate authors, located below the citation style dropdown menu.
      Format for Footnotes.png
      Format for Footnotes
    • In the Main Menu:
      RCM Main Menu.png
      RCM Main Menu
      • The Main Menu now opens as a full pane.
      • You can turn the bibliography on and off. By default it is off, which reduces processing time for documents with many citations.
      • You can change the language. For RefWorks users this also updates the language in the RefWorks interface. For legacy users, only the language in RCM is changed.
      • You can contact support.
    • You can now add citations from multiple projects in the same document.
    Documents written using RefWorks Citation Manager and a legacy RefWorks account cannot be opened with a new RefWorks account. This will be supported in the future.
    The updated RCM requires that Internet Explorer is installed for Microsoft Windows users and that Safari is installed for macOS users.

    May 26, 2020

    Simplify Citation Style Selection when Creating Bibliography or Viewing Citations

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    When selecting styles from Create Bibliography or the Citation View, you can now more easily find a style that you want by selecting it from one of the following sub-menus. When searching for a style in the search box, you can check the CSL Styles check box to include CSL styles in the search.
    RW-4658_5.png
    More Easily Searchable Styles
    To select the style to be used in Citation View, which allows you to see your citations in the format that they will appear on your paper, click the Settings icon.
    RW-4658_4 - Copy.png
    Citation View

    Pressing Enter Activates Searches 

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    When searching in databases, you can now activate a search by pressing Enter on your keyboard from the Search for databases field; you can still click the magnifying glass to initiate a search.
    RW-3618_2.png
    Pressing Enter Activates Searches

    Cookie Preferences Link Added

    The Cookie Preferences link has been added to the RefWorks UI.
    RW-5288_4.png
    Cookie Preferences Link Added

    New and Updated Citation Styles

    RefWorks now supports the following updated styles:

    • 心理学研究-Japanese Psychological Research

    Fixes

    Searching for Users in Admin Page Now Works with Leading/Trailing Spaces

    In the Admin page, the search function was not working if a space was inserted at the beginning or end of the user's email address to be searched.
    Searching for Users from Admin Page

    April 14, 2020

    Defining Duplicate Surname Display Format (Author Disambiguation)

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    When creating citations and a bibliography containing several instances of the same surname, RefWorks now lets you set the surname display format. For example, you can set the format used when the same author has multiple works in the same publication year. In this format, the suffix <abc> is added to the publication year.

    Jackson.png

    You can define the duplicate surname display format by clicking Create Bibliography and from the dropdown menu selecting Create bibliography.

    Create Bibliography Toolbar Menu Item Cropped.png

    Create Bibliography Toolbar Menu Item

    Click Differentiate authors, located below the citation style dropdown menu, and select a format. The currently selected format is displayed below the citation style dropdown menu as well.

    Format Indicator for Bibliographies with Several Instances of the Same Last Name.png

    Format Indicator for Bibliographies with Several Instances of the Same Last Name

    The citation style dropdown menu was previously located in the top bar of the page. It has now been moved to a central location on the page for easier access, as shown in the figure above.

    Clicking Differentiate authors displays the screen containing the Differentiate by dropdown menu. From here you can select a surname format.

    The following format options are available:

    • Surname and first name (default setting)
    • Surnames and initials
      • For references published in the same year
      • For references published any year
    • Surnames only

    If you select Surnames and initials, you can toggle between both options by selecting or clearing the check box.

    Surname and Initials Format Setting Check Box.png

    Surname and Initials Format Setting Check Box

    In-text citation and bibliography examples of the selected format are displayed below the Differentiate by field.

    Differentiate By Dropdown Menu and In-Text Examples.png

    Differentiate By Dropdown Menu and In-Text Examples

    In addition, the selected format rules and descriptions are displayed at the bottom of the page.

    In-Text Citation Rules and Descriptions.png

    In-Text Citation Rules and Descriptions

    Author differentiation settings are not available for numeric styles or CSL (Citation Style Language) citation styles.

    Author Differentiation Settings not Available for Numeric or CSL Styles.png

    Author Differentiation Settings not Available for Numeric or CSL Styles

    This feature will be available for RCM in a future release.

    The recent styles used in RefWorks are shown as recent in the writing tool add-ons.

    For more information about defining duplicate surname display formats, see Managing Citation Styles.

    Reference Type List Sorted in Alphabetical Order

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    When a user creates or edits a reference or when importing using Save to RefWorks, the reference type list is now sorted alphabetically.

    Reference Type List Sorted in Alphabetical Order.png

    Reference Type List Sorted in Alphabetical Order

    Fixes

    Email Verification Required for All New Accounts

    In some cases, users were able to access new RefWorks accounts without authorizing them through the automatically sent verification email. Now all users must authorize newly created accounts through the verification email.

    March 12, 2020

    Selecting a Destination Folder when Importing References

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    When you import references to RefWorks, you can now assign them to a folder(s) as part of the import workflow, in addition to changing the project. This saves you the work of having to manually assign them to your desired folder(s) after importing them.

    If you have only one project, the Select a Project drop-down is not displayed. If you have not created any folders, the Assign to Folders drop-down menu is not displayed. If you have only one project and have not created any folders, neither of the drop-down menus are displayed.

    If you select a folder that you do not own (but to which you have modify permissions), the following confirmation message is displayed.

    Selecting a Destination Folder when Importing Reference Files - Copy (2).png

    Import Confirmation Message - Folder(s) Have Another Owner

    To share these references with other folder members you can copy the folder that has been shared with you to a new folder. As the owner of this new folder you can share it with others.

    You can select an import destination folder when importing references in the following three ways:

    Importing References Using Save to RefWorks

    When importing references using the Save to RefWorks bookmarklet, after selecting a reference or references, click Save to RefWorks.

    RW-3837_1.png

    Importing References - Save to RefWorks

    After selecting a reference or references, you can do one or both of the following:

    • From the Select a Project dropdown menu, select a different project, or continue with the current project.
    • From the Assign to Folder(s) dropdown menu, select a different folder, or continue with the current folder.

    When you are finished, you can import your references by clicking Import.

    RW-3837_3.png

    Save to RefWorks - Assigning References to a Project and Folder

    For more information on using Save to RefWorks, see Save to RefWorks.

    Importing References Using Direct Export

    When you import references from an external site using direct export, if in the next screen you click Yes, export to the newest version of RefWorks, the following screen is displayed.

    RW-2724_4.png

    Importing References - Assigning References to a Project and Folder

    From this screen you can do one or both of the following:

    • From the Select a Project dropdown menu, select a different project, or continue with the current project.
    • From the Assign to Folder(s) dropdown menu, select a different folder, or continue with the current folder.

    When you are finished, you can import your references by clicking Import.

    For more information on importing references using direct export, see Finding References to Add to RefWorks.

    Importing Reference Files from within RefWorks

    You can import a reference file by clicking Add, selecting Import references, and selecting the file from your computer.

    RW-3833_1.png

    Importing References from within RefWorks

    When you select a reference file, the following message is displayed. From here you can either import the file as is or search for another format.

    RW-3833_13.png

    Import to Current Project or Select a Different Format

    When you click Import the following screen is displayed. From here you can select a folder from the Assign to Folder(s) dropdown menu.

    When importing references from RefWorks you do not have the option of selecting a project because you are currently working within a project.

    RW-2724_1.png

    Importing Reference Files from within RefWorks - Assigning Imported References to Another Folder

    When you click Yes, the following confirmation message is displayed.

    RW-3833_14.png

    Import in Progress Message

    For more information on importing references, see Importing References.

    Disabling Full-Text Sharing Hides Attachments

    When an administrator disables the Full-text sharing feature, RefWorks now hides the attachment icon and any attached files.

    Full-text sharing can only be disabled at the institution level.

    For more information about disabling full-text sharing, see Configuring Site Settings.

    New and Updated Citation Styles

    RefWorks now supports the following new styles:

    • 作業療法
    • 作業行動研究
    • 日本認知症ケア学会誌
    • 沖縄県立看護大学紀要 - Journal of Okinawa Prefectural College of Nursing
    • APA 7th - No Case Changes (No Title Casing), DOI: empty
    • APA 7th - No Case Changes (No Title Casing), DOI: https://
    • APA 7th - Sentence Casing, DOI: empty
    • APA 7th - Sentence Casing, DOI: https://
    • APA 7th - Sentence Casing, DOI: https://doi.org/
    • APA 7th - Sentence Casing, DOI: https://doi.org/, Annotated

    RefWorks now supports the following updated styles:

    • 地理学評論 - Geographical Review of Japan
    • APA 7th - No Case Changes (No Title Casing), https://doi.org/
    • APA 7th - No Case Changes (No Title Casing), https://doi.org/, Annotated
    • Frontiers in Microbiology
    • Journal of Experimental Biology

    Fixes

    Shibboleth Redirects to Legacy in Case of an Error

    If an error occurs while logging in to Shibboleth, an error message is displayed in RefWorks instead of redirecting you to legacy RefWorks.

    February 12, 2020

    The updated RCM is just around the corner and is pending release by the Microsoft store. The January release notes below will be updated as soon as it is available in the store.

    Folder Name Validation

    When a user creates a new folder with an existing name, RefWorks displays a message that the folder name already exists and lets the user keep the existing name or change it. Because folder names are not case-sensitive, the message is displayed whether the folder name is written in lower or upper-case letters.

    Folder Name Validation.png

    Folder Name Validation Message

    Updated Decision Export Screen

    The Don't ask me again check box is now anchored in a more easily visible region of the export decision screen. The screen is responsive ensuring that the check box always stays within easy view.

    Update_Decision_Import_Screen.png

    Don't Ask Me Again Check Box More Visible on Export Decision Screen

    For more information on the updated decision export screen, see Updated Export Page.

    Updated Cookie Policy and Terms and Conditions Information

    The Cookie Policy and Terms and Conditions information was updated.

    Fixes

    Ampersands Displayed Correctly

    When you enter an ampersand into a field (in any browser) when creating a bibliography, or when viewing the field in Citation View, ampersands are now no longer displayed as &amp.

    Period Correctly Included in APA Citation Style

    For print books, the APA Citation Style no longer omits a period between the book title and the location/publisher.

    January 7, 2020

    RefWorks Citation Manager Update

    An updated RefWorks Citation Manager (RCM) version was released to the Microsoft Store and will be available to users in the coming days. Users who have already RCM installed will automatically be upgraded once the version is released by Microsoft.

    These release notes will be updated when the version is available.

    RefWorks Citation Manager Now Available for Hangul (Korea)

    The RefWorks Citation Manager is now available for Hangul for both RefWorks and Legacy users. Similar in functionality to Write-N-Cite, RefWorks Citation Manager is a plugin for Hangul that lets you run a simplified version of RefWorks inside Hangul. RefWorks Citation Manager is a newer, more modern version of Write-N-Cite.

    The following are some of the features of RefWorks Citation Manager Hangul:

    • Provides read-only access to your RefWorks account, enabling you to view and insert your previously collated references into your document, formatted using previously defined citation styles.
    • You can add inline citations as well as footnote citations. You can configure RefWorks Citation Manager Hangul to add the cited reference automatically to a bibliography at the end of the document. As you add or remove references, the plugin automatically updates the bibliography. This is off by default to improve processing time for documents with many citations. 
    • Every time you log into RefWorks Citation Manager Hangul, it automatically synchronizes with your RefWorks account. You can also sync your account a by clicking the refresh button or selecting the Update Document and References option in the Main Menu.
    • Users can use citations from multiple projects and can work on multiple documents.
    • When editing a citation, you can add references to the citation and delete the citation.

      editing_citation_functions_hangul.png

      Editing Citation Functions
    • The RefWorks Citation Manager Hangul pane allows you to turn the bibliography on and off, change the language, and contact support.

      refworks_citation_manager_hangul_pane.png

      RefWorks Citation Manager Hangul Pane

    To install RefWorks Citation Manager Hangul from RefWorks:

    1. Do one of the following:
      • For RefWorks: select Tools > Cite references in your word processor > Hangul tab.

        installing_refWorks_citation_manager.png

        Installing RefWorks Citation Manager Hangul
      • For Legacy RefWorks: select Tools > Writing Tool Add-ons > RCM Hangul section.

        installing_legacy_refWorks_citation_manager.png

        Installing Legacy RefWorks Citation Manager Hangul
    2. Select Download and Install.
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