RefWorks 2.0 New Features: Creating Subfolders, Duplicate Check By Folder and More

This Thursday, beginning at about 5 PM EST, a fairly significant update to RefWorks 2.0 will be loaded onto the Scholars Portal servers. The update will include feature enhancements, as well as a few interface changes and a number of bug fixes. RefWorks should continue function normally, except that during this time users will not be able to update their login name and password. Administrators will also not have access to their administrator accounts. We anticipate this update will last 3-5 hours.

After the upgrade, users will likely need to clear their cache for RefWorks to function properly. We anticipate many users encountering this, and recommend placing a notice on your RefWorks sign in page or library website.

Some changes coming with this release:

New users will now require a unique identifier. RefWorks is planning to eventually discontinue the use of the group code. In preparation for this, users will now need to register a login name that has not yet been used on our server. This means it might take a few tries to create a new account. (Group codes will remain for the foreseeable future).

Site Define OpenURL will be the default for RefShare folders. This was the case in RefWorks Classic, and what most users are used to.

Keyboard navigation of interface items will allow for compatibility with assistive technologies
Emailing Scholars Portal
Clicking "contact us" will now send an email to Scholars Portal RefWorks support, rather than to RefWorks U.S.
Interface changes (the following information provided by RefWorks.com, see also the attached image):


Sub-folders now available
Capitalizing on the new technology behind RefWorks, you can now create subfolders (and even subfolders to your subfolders!). We've made it easy to create subfolders from the New Folder button or from the new, combined Organize & Share Folders area (see below for more information). Instructions for creating subfolders are available here.

Organize & Share Folders Tab
Managing and sharing folders has gotten even easier in RefWorks! We've combined the Folders tab with the Share tab so you can create, clear, rename, delete, share, and more all from one area in RefWorks.

Duplicate Check By Folder
One of the other features in the new combined Organize & Share Folders area is the ability to check a specific folder for duplicate references. Simply click on the folder icon [cid:image001.jpg@01CC5CCF.28B10FE0] for the folder you want to manage and select Duplicates from the list and then choose Exact duplicates or Close duplicates. You can also still check your entire RefWorks account for duplicates, as well from the View menu.

Choose Specific Fields to Display in Shared Folders
We've added a new option that allows you to specify which fields in your references are displayed when you shared a folder or your entire database. You decide exactly which fields you want to include or exclude when sharing.

Default Sharing Settings
Now it's even easier to share folders (and new subfolders!) without having to select the various settings and selections on the Shared Folder Options page. In the Organize & Share Folders area, you can create default sharing settings which are then applied to each new folder you choose to share. You can always modify folder sharing options for individual folders or modify your overall default settings
Limiting fields in shared items
For sharing only the desired references and information with colleagues. Account owners will be able to choose which fields to show for each share.