When new users log in to their RefWorks accounts for the first time they will now see new Onboarding Feature that briefs them on the basic functions of RefWorks.
A standard greeting first appears in a blue shadow box, welcoming the new user to RefWorks. Within the content of this message are two hyperlinks to Video Tutorials and The RefWorks Help File.
As the user continues to explore their RefWorks account they will come across similar shadow boxes that explain other features. When they click on "Adding Features," on the top of the page, a message will appear explaining that they can manually import references, or use the direct export option found in several databases. There is a hyperlink within the text that takes the user to a list of databases with the direct export feature.
There is also a message that appears when a user first clicks on the "New Folders" tab, found under the "View" section. This message simply informs them that they can use Folders to organize their references and to collaborate with other RefWorks users.
The final message, as of now, appears when a user clicks on the "Create a Bibliography" tab for the first time. They are advised on the different ways that they can create a bibliography and are provided a hyperlink to a list of the various output styles in the Output Style Manager.
This new Onboarding Feature is designed to help users feel comfortable with their new RefWorks accounts and understand the basic features that they can use.
We'd love to hear your feedback and suggestions about how we can further expand this Onboarding Feature. What else would it be helpful to explain to new users when they log in to their account for the first time? Are there certain features that can be better introduced to the user in order to avoid confusion?
Please let us know what you think!