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FAQs

  1. Can I communicate with other RefWorks Administrators?
  2. Do you have any suggestions on how to market or promote RefWorks to my users?
  3. How can I learn about setting up and customizing RefWorks for my organization?
  4. Can I add electronic data vendors in the Search, Online Catalog or Database area?
  5. A colleague created an output style in their RefWorks account and I'd like to make it available to all our users. Can I do that?
  6. If a user forgets their password, can I retrieve it?
  7. Can I make a folder of references in my database available to everyone at my institution without them having to log in to my account?
  8. Can I select just the import filters my Institution uses to be displayed?
  9. Can I require my users to log in to RefWorks from off-site via our proxy server?
  10. Can I get a list of users to email information to?
  11. My Institution uses a custom output style. Can I share it with everyone in my Institution?
  12. Can we configure our OPAC to export records directly to RefWorks?
  13. Do you offer any training materials to assist me in training my users?



Can I communicate with other RefWorks Administrators?
Yes, all RefWorks Administrators can sign up for our moderated Listserv in the Administrator Central area.

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Do you have any suggestions on how to market or promote RefWorks to my users?
In our Administrator Central area of the Administrator tool, we offer suggestions and materials to assist you in promoting RefWorks to your users. Administrator Central is a terrific resource for all types of information and new items are continually being added.

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How can I learn about setting up and customizing RefWorks for my organization?
We have an Administrator Tutorial that shows you how to use the features available to you in our Administrator Tool as well as online help documentation available in RefWorks.

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Can I add electronic data vendors in the Search, Online Catalog or Database area?
A. Yes - as long as they are Z39.50 compliant. You'll need access information from the data vendor, but you can set up links to include passwords or have your users provide the password. RefWorks' Administrator Tutorial will show you how to set this up.

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A colleague created an output style in their RefWorks account and I'd like to make it available to all our users. Can I do that?
Yes, just have the user use the Backup/Restore feature in their account. They would "backup" their specific output style only, which creates a file they save on their computer. Then they would email that file to you and in the Master Account, you would "restore" that output style. Then, in our Administrator Tool, you can make the output style available to everyone in your Organization. The Administrator Tutorial illustrates how to do this.

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If a user forgets their password, can I retrieve it?
RefWorks allows you to reset the password to a randomly generated one that you can give to the user. Administrators (and RefWorks support staff) are prohibited from accessing password information.

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Can I make a folder of references in my database available to everyone at my institution without them having to log in to my account?
Yes, with our RefShare feature (optional add-on module), you and anyone else you grant access to, can share your RefWorks account or just a folder of references with a URL.

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Can I select just the import filters my Institution uses to be displayed?
You can "move" any import filters your Institution uses frequently to the top of the list where your users need only select your Institution name, then the database/data vendor from a drop-down. We don't allow Institutions to delete import filters from the list, as your users may have access to some of these sources elsewhere and we wouldn't want to limit their ability to import data.

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Can I require my users to log in to RefWorks from off-site via our proxy server?
Yes, you can do this by not distributing the group code (used for off-site access). You can customize the email that is automatically generated when users register for an account (or forget their login) to exclude the group code and to give them instructions for logging in via the proxy server.

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Can I get a list of users to email information to?
Yes, you can export a tab delimited list of users and email addresses from the Administrator tool. You can even create a list with some paramaters (e.g. all users, users who haven't accessed RefWorks in the past month, etc.) should you want to target a specific group.

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My Institution uses a custom output style. Can I share it with everyone in my Institution?
Yes, you can post output styles just for your users to access using the Master Administrator account and the Administrator tool. The Administrator online tutorial will show you how to do this.

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Can we configure our OPAC to export records directly to RefWorks?
Possibly. In the Administrator Central area of the Administrator tool, we have some customization instructions other customers have used for their OPACs and are willing to share with you. We will continue to add new OPAC instructions as we receive them.

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Do you offer any training materials to assist me in training my users?
We currently offer a standard course outline and some supplemental handouts for your use in training your users. In addition, we offer on-site and web-conferenced training with one of our Customer Education Experts and we have online tutorials and quick reference cards available to all users from within RefWorks.

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