When you first create your RefAware account, an initial set of Preferences is established. These preferences include:
Personal information (name, organization, area of interest, etc.)
Contact information (address, email, etc.)
Password information
RefWorks account login information (for direct exporting)
Default Discipline selection (selecting pre-grouped sources for searching)
Custom Source Set Creation (create your own group of sources to search)
Alert Preferences (Email and RSS Feed)
Some of the preferences area is set up with default information (like viewing preferences), while others do not contain information unless you update your personal profile (like RefWorks account login information).
You can establish and make changes to the Preferences area as needed.
If your browser supports SSL, you have the option to select the Secure Profile link to use for updating your personal profile.
Changing Your Personal Information:
You can make changes to your Name, Company or Organization, Area of Interest and Bibliographic Software preferences in this section.
1. Make any changes in the text boxes or drop-downs displayed.
2. Click the Update button to save your changes.
Changing Your Contact Information:
You can change your address, telephone number and email information here.
Note: You can only change your email address to another address within the same domain as authorized by your organization. If you change your email address you will receive an email with a verification link. If you do not verify your new email address within 5 days, your account will be disabled.
1. Update any information displayed in the Contact Information area.
2. Click the Update button to save your changes.
Changing Your Alert and RSS Feed Preferences
In this area you can enable and customize the two alerting options offered in RefAware:
Enable the Email Alert feature and determine the email alert and display types, frequency by making a selection from the drop-down (Daily, Bi-Weekly, Weekly, Bi-Monthly, Monthly, Quarterly), size and time span. To turn off the Email Alert, select Disabled from the drop-down. Click Update when finished.
Customize the RSS Feeds automatically created for each search profile. You determine the time span and feed size.
Changing Your Account Preferences:
The Account Preferences area is where you can:
Change the overall display of your search strategy tabs: Top and Bottom view or Side by Side view. Simply click on the image of the view you want. Click Update when finished.
Determine the number of references displayed on a page (25, 50, 75 or 100). Click Update when finished.
Select Default Disciplines for your RefAware account. Selecting disciplines determines which sources your search profiles search. You can select default disciplines in your profile that are used any time you create a search profile. These default disciplines will automatically be included for searching. De-select any disciplines you do not want included by default in your search profiles. Click Update when finished. Disciplines can also be modified for each search profile. See Creating a Search Profile for more information. A source list by discipline is available on the main login page in the Products area or by clicking here.
Select Default Custom Source Sets for your RefAware account. You can create Custom Source Sets (your own sets of sources to include in your search profile) and set these as defaults, like Default Disciplines. Click here for information on creating Custom Source Sets.
Change your password by clicking on the link and entering the new information. Passwords are case sensitive and have no minimum character requirements. Click the Update button in the display box to save your changes.
Change your RefWorks Affiliation by clicking on the link and entering RefWorks Group Code, Login Name and Password. Click the Update button in the display box to save your changes.
With the exception of the Password and RefWorks Affiliation changes, make sure you click the Update button on the User Profile page to save your preferences.
RefAware provides you with default disciplines which you can select in the Preferences area, as well as in each Search Profile(s) you create. These disciplines determine which sources are searched. In addition to the disciplines provided by RefAware, you can create Custom Source Sets and select the sources you wish to include:
To Create a Custom Source Set:
1. Click on the Create a Custom Source Set link.
2. Give your Custom Source Set a name.
3. Begin entering source names in the Source Name to Add box. The Source Assistant will pop-up and you can click the specific source you wish to add. You can include up to 50 sources per Custom Source Set.
4. Click on the Add Source button to place the source in the Coverage List. If you do not see your source name in the Source Assistant, you will need to request that it be added to RefAware by clicking on the Request a Source for Inclusion link.
5. Repeat Steps 3 and 4 as many times as desired. You can remove any sources added to the list by selecting the source name and clicking on the Remove Source button.
6. When you have finished compiling your list of sources, click the Create Custom Source Set button.
Your Custom Source Set will now be added to your User Profile, the Create Search Profile page and added to any existing search profiles in your account.
Note: You can have up to 10 Custom Source Sets per search profile.
To modify a Custom Source Set:
1. Click on the Preferences button.
2. Click on your Custom Source Set name in the Default Custom Source Set area.
3. You can add more sources by typing in the Source Name to Add box. The Source Assistant will pop-up and you can click the specific source you wish to add. Each Custom Source Set can contain up to 50 sources.
4. Click on the Add Source button to place the source in the Coverage List. If you do not see your source name in the Source Assistant, you will need to request that it be added to RefAware by clicking on the Request a Source for Inclusion link.
5. You can remove sources from your Custom Source Set by selecting the name of the source from the Coverage List box and clicking on the Remove Source button.
6. Click on the Update Custom Source Set button when you are finished.
To delete a Custom Source Set:
1. Click on the Preferences button.
2. Click on your Custom Source Set name in the Default Custom Source Set area.
3. Click on the Delete Source Set button.