Building institutional/library page(s)

To help promote the use of RefWorks institution, refer to the webpage template layout based on real life examples.  

How to get started

• Dedicate a page or more to RefWorks on institutional or library website 
• Review the webpage template options below 
• Utilize links to the RefWorks login page and to RefWorks resources
• Items to consider including on page
  • What is RefWorks 
    • Add a statement describing how RefWorks benefits users, and highlight key features
    • Add links
    • Add videos
  • How to create an account
    • Short How-to 
    • Any particular instructions pertaining to institution 
  • What a user needs to get started 
    • Top 3 intro videos
    • User guides 
    • Key resources
    • Support
    • How to get further training from the library  

Layout options 

The template below is based on a webpage with two tabs: 
Getting Started with RefWorks
Using RefWorks 

If website can't support multiple tabs, arrange the content in one page. 
If using multiple tabs, consider moving the RefWorks resources information to a dedicated 3rd tab.

Text in below template in [square brackets] and italics serves as instructions for creating the page.  

Getting Started with RefWorks
[find logo here] Welcome to RefWorks    [For academic institutions:]  A comprehensive reference management service that maximizes research productivity with an easy-to-use tool for managing references and formatting citations and bibliographies.  [For all institutions:]  A comprehensive reference management service that simplifies research, collaboration, data organization, and paper writing.		[Add an image or a video, for example What is RefWorks reference Manager]
Set up RefWorks account  [If not using Single Sign-On (SSO):]  Go to the RefWorks login page Click on Create account  Enter institutional email address  Click on Check and select institution  Enter a password and click Sign Up  Check for an email from RefWorks and click on the link in the email to activate account Login and fill in user information to complete account creation [If using Single Sign-On (SSO):]  Log into the institution's network  Go to the RefWorks login page  Click on Use login from my institution  Select your institution from the list  Fill in user information to complete account creation Have an account but forgot password?  Go to the RefWorks login page  Click on Forgot your password?  Enter email address  A password reset email will be sent	Become familiar with RefWorks resources  New to RefWorks? Watch these training videos to get started:  RefWorks Basic Functionality Accessing RefWorks  Additional Videos RefWorks YouTube Channel RefWorks for Faculty RefWorks Intro RefWorks Help Center  Can’t find what you need?  Reach out to the RefWorks Support Team (Chat option is available during working hours)	Join RefWorks training sessions   The Library has a webinar on RefWorks that takes place regularly.  New sessions: Choose a date and time from the list below and click to go to the registration page.   RefWorks – Introduction  Date, Time   RefWorks - Importing Date, Time RefWorks – Sharing & Collaboration Date, Time RefWorks - Writing and Citing Past recordings:    [list links to recorded sessions] Need further instructions? Contact library support.
	Using RefWorks
RefWorks provides a wide range of features and capabilities. This page highlights most common features used. [Select the most relevant features for users and provide guidelines on using the feature; always add a link to documentation and/or a video. Depending on page layout, create expanded sections or new tabs for each feature.]  Creating an Account  User Guides Adding References Editing References Sharing and Collaboration Writing tools add-ons RefWorks Citation Manager (RCM) for Word RefWorks Citation Manager (RCM) for Google Docs   Citation styles If you need assistance, contact our knowledgeable staff or RefWorks Support Team. Email: [e-mail] Phone: [phone] Live Chat: Available on our website during business hours Our team will get back to you as soon as possible. Contact RefWorks Tech Support.