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!

Views: 114

Reply to This

Events

Videos

  • Add Videos
  • View All

Forum

WriteNCite for 2016 - Inser/Edit Citation does not work 1 Reply

Several RW users are reporting troubles with Write N Cite. They have Word 2016, Windows NT Pro, and installed WnC version 4.5.1682 on it. They can see the RefWorks tab in the ribbon and click on the…Continue

Tags: 2016, Word, Write-N-Cite

Started by Jana Machonska in RefWorks. Last reply by Jana Machonska Sep 12.

Suggestion about de-duplicate feature 2 Replies

After running the duplicate checker,  items that result are check-marked by default.In my view, it would be better that none of them are check-marked by default. Then the user can check-mark just the…Continue

Started by Brian Simboli in RefWorks. Last reply by Brian Simboli Aug 30.

Refworks and EZProxy 2 Replies

HelloWe currently support both the *new* Refworks and the *legacy Refworks*.  Both of these platforms are proxied.   Whenever we try and export references from a database, however, only the…Continue

Started by Erin Rushton in RefWorks. Last reply by RefWorks Community Aug 27.

Thesis reference type in Citation Style Editor 2 Replies

I would like to add a ‘degree type’ (or some equivalent) field to the Thesis reference type, under the category of Bibliography. However, it is not listed as an available field in the Citation Style…Continue

Started by Robert Brown in RefWorks. Last reply by Robert Brown Aug 22.

© 2018   Created by RefWorks Team.   Powered by

Badges  |  Report an Issue  |  Terms of Service