RefWorks

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  1. Better usage stats

    The usage data currently available to admins isn't especially informative. We can see the total number of users and the total number of library views. But there's no way to know how many of those users created accounts, viewed their library once, and then never used RefWorks again vs. how many are using it regularly.

    Also, when the usage data is downloaded, the date formatting is inconsistent. For the first 12 days of a given month, the dates are formatted M/D/YY with the month and date inverted. From the 13th onward, the dates are formatted YYYY-DD-MM.

    60 votes
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    I’m happy to update that with the recent June release, admins can now export a user data csv file. The data can then be sorted or filtered in excel as needed. It includes Date created and Date last active, which can be used to identify non-active users.
    More advanced usage data can still be obtained upon request from Ex Libris via your Account Manager or Client Relationship Manager.

  2. 56 votes
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    6 comments  ·  Other  ·  Admin →
  3. Sort Folders Automatically by Alphabet

    Please add a function/button that automatically and alphabetically sorts the folders. I understand that we can manually organize our folders, but with large libraries, an auto-sort feature will be a helpful and efficient feature.

    54 votes
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    I am happy to update that as of the June release, folders can be sorted alphabetically, in addition to customer sorting. Default sorting for new users and new projects will be alphabetical. Existing projects will maintain their custom sorting, and users can toggle to alphabetical sorting with the new sort button.

  4. Allow public sharing

    Please allow public sharing of folders! Old RefWorks allowed us to create a link to a folder that we could then share with our users. This is especially important to us since this is how we share literature search results with our users - who are mostly not affiliated with universities and don't have RefWorks accounts.

    39 votes
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  5. Annoying bug in Write-n-Cite for Word

    I think this has only come up with the last few versions and I just tried that it exists with 4.5.1682.

    When Write-n-Cite is installed and activated in Word but user has not logged in to it (because not actively using it), Word shows up the Write-n-Cite login dialog every time a document is opened via the Word recent files.

    This is a problem because we have deployed Write-n-Cite to all our campus workstations and obviously not everyone uses it.

    I think that this is a bug that needs to be looked into.


    • Jouni Alkio / Aalto University / Finland
    37 votes
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  6. "Remove from folder" once you run the duplication checker

    When users search multiple databases during the course of a project the chances are good that they'll need to de-duplicate a folder just in case they have multiple copies of the same citation. There is no option for users to "remove from folder" once they have run the duplication checker. More specifically, the option exists, but is greyed out and the user can't select the option.

    Per ExLibris support: "The deduplication feature assumes a user will want to delete the duplicates and not just remove them from a folder so the remove from folder functionality is not available after running…

    29 votes
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  7. Move normal view, table view etc to menu bar to make it more visible

    The option to change view from Normal to table and especially citation view is really useful, but it is hidden bottom right on the page. Please can it be added to the menu bar?

    28 votes
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  8. Show reference numbers

    In old RefWorks references were numbered. It is still necessary.

    26 votes
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  9. 25 votes
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  10. Systematic Review Views

    Like the "Normal" or "Citation" view of the data, provide a Systematic Review view that just shows select fields, like Author and Abstract.

    10 votes
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  11. Have the option to input n.d. for an undated article

    When trying to put n.d. into the "date" section of a reference, it just seems to think it is an incorrect input/date and will not allow for this. However, in the real world, quite a few sources from time to time are undated, and this puts a crimp in everything when you cannot put n.d. per APA format. Please add this functionality to either input our own term of n.d. or to select that the source is undated so it can be automatically entered into the reference. Thank you.

    10 votes
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  12. RefWorks libguide - add information on RefWorks Citation Manager

    The RefWorks Libguide only contains information on Write N Cite.

    Please can information on RCM be added, in particular any instructions about software compatibility, especially with Macs?

    We find this libguide essential to point students to for the current info on what is best for their computer.

    9 votes
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    1 comment  ·  Other  ·  Admin →
  13. Provide admin level option not to display the combined export page

    Allow admins to remove the "Which version of RefWorks would you like to export to?" page from view at the institutional account level and force export into New RefWorks.

    8 votes
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  14. Change "Select All" to read "Select All ON THIS PAGE" when moving citations from Last Imported

    When moving citations from Last Imported to a folder, the default option is to "Select all" but that wording is misleading - it only selects the citations shown on the page, which defaults to 50. If you just imported 51 citations, "Select All" doesn't actually select all, it selects only the first 50.

    6 votes
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  15. Admin: sort users by date last active

    Admin view of users - shoul dbe able to sort by any column AND download to excel/csv

    5 votes
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  16. Share entire project in New REFworks

    Share entire project in New REFworks
    Legacy RefWorks allows you to share an entire project.
    It is great that we now have the ability to have projects in the new format, but right now you can only share folders. Sharing an entire project would be helpful for many of us!

    5 votes
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  17. Adding more citation styles

    Our users are requesting the addition of a new style : Pontifical Gregorian University (Italian) style to Refwork's list of supported styles.

    4 votes
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    0 comments  ·  Other  ·  Admin →
  18. Include the Area of Focus on the admin user report

    Include both the user type AND the "area of focus" on the user admin reports.

    3 votes
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  19. promotional materials

    A nice on-boarding idea: How about some promotional materials for new REFworks subscribers? We have a resource fair in the fall and would love to have something tangible to hand to students to promote this awesome product. :)

    3 votes
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    0 comments  ·  Other  ·  Admin →
  20. Document convert tool to match Legacy citations to new Refworks

    For Word documents created with Write-N-Cite but linked to a legacy Refworks account, have a WnC conversion tool. It would match the citations in the document, to records in the New Refworks account. Auto-convert might not be possible without matching record IDs, but maybe field matching could offer a suggested match to "confirm" at each citation link in the MS Word document.

    3 votes
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