14 January 2025

Integration with Paperpal Preflight Pre-submission Check 

Users now have access to RefWorks Paperpal Preflight via RefWorks Citation Manager (RCM) for Word and Google Docs. With this new integration, Paperpal will enhance the process by providing language and technical compliance checks, ensuring manuscripts are submission ready.
Preflight Pre-submission Check performs a comprehensive scan of manuscripts for technical compliance and language quality, ensuring appropriate grammar, writing mechanics, readability, and academic vocabulary. It will also review technical aspects related to references, disclosures, limits, figure, tables, etc. 
Post assessment, a free submission readiness report will be generated, highlighting areas of compliance and areas needing improvement.
Currently, doc, docx, and PDF file formats are supported

Institutional admins can enable or disable access to this feature for their users in Admin Settings Preferences.

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Preflight Pre-submission Check in RefWorks Citation Manager (RCM) for Word
 
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Preflight Pre-submission Check in RefWorks Citation Manager (RCM) for Google Docs
 
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RefWorks in collaboration with Paperpal Preflight Dedicated Page
 

Institutional Single Sign-On (SSO) Option Added to the RefWorks Citation Manager (RCM) for Google Docs   

Users affiliated with institutions that provide OpenAthens or Shibboleth authentication can now log into RefWorks Citation Manager (RCM) for Google Docs using their institutional sign-on. Previously, users had to enter their RefWorks User ID and Password for access. Browser popup blockers must be disabled to allow authentication screen to appear.

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RefWorks Citation Manager (RCM) for Google Docs Institutional Single Sign-On

RefWorks Citation Manager (RCM) for Word Improvements   

Users now have an easy way to view and access references cited in their document in the new My Citations tab. My Citations tab lists all references cited in the document. Users can view references in citation view or in bibliography view and can see how many times the reference was cited, in which citation. When clicking on the citation within list in the RCM add-in, cursor is automatically placed in that citation in the document. Search feature allows users to find references included in the document’s citations. 

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RefWorks Citation Manager (RCM) for Word My Citations Tab
 
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RefWorks Citation Manager (RCM) for Word My Citations Tab View
When editing citations, users can now see the Ref ID. This feature makes it easier for users to identify which references were used in the document.
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RefWorks Citation Manager (RCM) for Word Preview Ref ID

When editing citations, users can now change order of references in a citation. Changing order of references in citation can be done by using arrows, or by dragging and dropping. Note: if citation style rule mandates specified order, changing order while editing will not affect the citation.  

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RefWorks Citation Manager (RCM) for Word Edit References Order

Editing page numbers for in-text citations is now available for superscript styles. Default  page number(s) formatting is not affected and follows rules set by citation style.

Import Improvements  

Users can now import references into multiple Projects at the same time when using direct export from databases or via Save to RefWorks. The limit is 5 Projects during an import. This enables easier workflows for organizing research and eliminates the need to move or copy references between projects. Checking for duplicates at import is unique to each Project. References in each Project are assigned a unique Ref ID.

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Import References into Multiple Projects

Save to RefWorks (StR) Improvements 

Save to RefWorks feature has been updated to improve the quality of reference details and now includes more sites. 
Users can now minimize the Save to RefWorks Window until ready to import, so the source page content is not obstructed.

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Save to RefWorks (StR) Window Minimize

Workflow Improvements

When searching for citation style in Citation Style Editor, users may now set a display scope as they can when viewing references in their RefWorks library. Users may set to view from 25 to 2000 records per page. This setting will be retained until user changes the scope. 

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Display Scope in Citation Style Editor Search Page

Users can now quickly recognize if a reference source is in Print or Electronic format without the need to open the reference editor. This is important because style formatting relies on Print/Electronic source designation to create bibliographies.

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Reference Preview Pane Print/Electronic Detail Field


 

 
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Reference Preview Pane Print/Electronic Detail Field
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Reference Edit Pane Print/Electronic Detail Field
If reference details are edited in the Reference Editor and the user closes the pane without saving, a warning message is presented to prevent data loss.
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Save Reference Editor Changes Warning Screen 

Users may switch  to view all fields available in Reference Editor or remain in current view showing default fields. This eliminates the need to add additional fields one by one and gives the user a full view of all fields.

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Reference Editor Pane Fields Setting 

Users may search only the Ref ID field in advanced search. Only numeric query string is accepted.

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Advanced Search Ref ID Field 

Export Improvements

Users now can export references in BibLaTeX format. BibLaTeX is a powerful bibliographic management for creating high-quality technical documents like articles, reports, theses, and books.   This feature is in beta as we gather feedback from users.

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RefWorks Export References Options BibLaTeX

Citation Styles Added

  • AMA 11th - American Medical Association, 11th Edition (URL)
  • Physiotherapy Canada UPD
  • Ecology
  • Journal of Medical Internet Research (URL)

Accessibility Improvements

  • Added the ability for keyboard only and screen reader navigation to the following areas:
    -    Reference Edit pane
    -    Left side navigation items
    -    Utility toolbar dropdown items
    -    RefWorks Citation Manager (RCM) for Word
  • Added keyboard navigation in reference list
  • Screen reader prompts added to home menu

Bug Fixes

  • Source name corrected from “google” to “Google Scholar”  when importing for Google Scholar. 
  • Updated missing data field information in RCM for Word and Google Docs. Now the message shows “(missing author)” when there is no author information  populated in the reference details and “(missing date)” when there is no date information populated in the reference details. 
  • Removed invalid period at the end of bibliography where URL is present, enabling links to click through. 
  • Importing references where URLs contained “$” sign were erroneously truncated; this is now fixed.
  • Fixed search in tags to ignore casing.
  • Automatic trim of reference fields when saving.
  • Fixed an outage where sorting by Date Modified criteria failed to execute in RefWorks Citation Manager (RCM) for Word and HWP.

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