Refgrab-It Version 2 Release Candidate 1 4/10/09

RefGrab-It Version 2 Release Candidate 1 4/10/09

RefGrab-It is now available as a beta version with three different options:

- A bookmarklet for Internet Explorer and Firefox (which is how the current RefGrab-it is available) - A browser plug-in for Internet Explorer (requires downloading and installation) - A browser plug-in for Firefox (requires downloading and installation)

In all three options of RefGrab-It, the functionality has been enhanced from the current version to include improved handling of information from the following sources: - Amazon - Google Scholar - PubMed - Wikipedia

In addition, the results display has been modified to provide users with additional options and features including:

Show Details link for each references – Clicking the Show Details link will give you all the information RefGrab-It has about this reference. Author Resolver linking – When RefGrab-It finds authors in a reference it will try to resolve them through the COS Author Resolver. This feature shows up in the Show Details window as well as in the RefGrab-It results list. OpenURL Resolver – RefGrab-It will provide a link to your OpenURL resolver for each item it finds. (for this beta test, we are using the Serial Solutions 360 resolver product– each organization will be able to include their resolver after RefGrab-It is released). Export to RefWorks – RefGrab-It will allow you to export individual or selected groups of items to RefWorks.

The features listed above are available for all versions of RefGrab-It. Additionally, in the Firefox and Internet Explorer plug-ins there are additional options that allow RefGrab-It to redirect RIS file downloads from your browser directly into your RefWorks account.

RefWorks Association – You can associate your RefWorks account with RefGrab-It. Doing so will give RefGrab-It the ability to identify and flag references it finds that already exist in your RefWorks account as well as enable a direct export from RefGrab-It to an account. A RefWorks icon with a green checkmark displays in the RefGrab-It results list indicating the reference is already in your RefWorks account. Embedded Mode – RefGrab-It has two different modes. Embedded mode makes the RefGrab-It window pop up inside the current webpage. RefGrab-It will float on top of the current webpage and allow you to see both the webpage and data it is displaying. If this box is unchecked, RefGrab-It will pop up in a new browser window or tab, depending on your browser settings. Export RIS Format Files (plug-in only) – This feature allows users who have the EndNote helper application on their computers to use a direct export to EndNote option from a data vendor and re-direct the export into their RefWorks account.

Installation and customization information is available in the attached document.

RefGrab-It Bookmarklet

To Install RefGrab-It as a Bookmarklet:

Internet Explorer Users

1. Enable the Links toolbar in IE by selecting the View menu option, then Toolbars. If Lock the Toolbars is checked, click on it to de-select it. Then, from View, Toolbars click on Links. A checkmark will appear next to Links indicating that this feature is active. The Links toolbar should now be visible at the top right of your browser (it may appear in a slightly different position). 2. Navigate to www.refworks.com/refworks and log in to your account. 3. Copy and past this URL into your browser’s window (with your RefWorks account visible): http://www.refworks.com/refgrabit/linkpage.aspx 4. Right-click on the RefGrab-It bookmarklet link. A menu will appear. 5. Select Add to Favorites. You may get a security challenge telling you that you may be adding something that is unsafe. Please say "yes". 6. The Add Favorite box opens and RefGrab-It should appear in the name box. Click the Create-In button to the right of the name box. 7. The Add Favorite box expands and you should see the Links folder. Click on Links, then click on OK. A RefGrab-It button will appear in your Links area of the IE toolbar.

Note: If you do not want the RefGrab-It link in your toolbar, you can simply hide the Links area of the toolbar -- select View, Toolbars and de-select Links.

Firefox Users

1. Enable the Links toolbar in Firefox by selecting the View menu option, then Toolbars. Click on Bookmarks Toolbar. A checkmark will appear next to Bookmarks Toolbar indicating that this feature is active. The Bookmarks toolbar should now be visible. 2. Navigate to www.refworks.com/refworks and log in to your account. 3. Copy and paste this URL into your browser’s window (with your RefWorks account visible): http://www.refworks.com/refgrabit/linkpage.aspx 4. Right-click on the RefGrab-It bookmarklet link. A menu will appear. 5. Click on Bookmark This Link. 6. The Add Bookmark box opens and RefGrab-It should appear in the name box. Click the Create-In drop-down to expand the list. Click on Bookmarks Toolbar. A RefGrab-It button will appear in your Bookmarks area of the Firefox toolbar. 7. Drag and drop the RefGrab-It link to your personal toolbar.

To use the RefGrab-It Bookmarklet:

1. Navigate to any website. 2. Click on the RefGrab-It bookmarklet link/button. 3. The RefGrab-It window will open with references it has found. 4. You can expand or collapse the results by clicking on the plus or minus icon. 5. To view the full reference, click on the Show Details link. 6. To export a single reference, select the record and click on the export to RefWorks icon . 7. To export multiple references, select the records (or the select all in section option(s) or the All option at the top of the list to include all references on the page regardless of the section) and click the Import to RefWorks button at the top of the page. 8. If you are already logged into RefWorks, your references will appear in the Last Imported Folder. Otherwise you will be prompted to log in and your references will then import.

RefGrab-It Firefox Plug-in

To Install RefGrab-It as a Firefox Plug-in:

1. Navigate to www.refworks.com/refworks and log in to your account. 2. Copy and paste this URL into your browser’s window (with your RefWorks account visible): http://www.refworks.com/refgrabit/linkpage.aspx 3. Click on the RefGrab-It Firefox Plug-In link. 4. Click the Save button to save a file named Install.xpi to your computer. 5. Drag the file into an open Firefox window; Firefox will install the plug-in for you. Firefox may also install the plug-in when you begin downloading it, depending on your Firefox setup. You may be prompted to restart your browser. 6. After you re-start your browser, the Firefox Add-on box will appear with RefGrab-It listed. If you click on the Options button, you can enter your RefWorks login information for direct export of references you wish to import into your RefWorks account. You can also enable an option to export RIS formatted files into RefWorks. By enabling this option (disabled by default) RIS format files which are downloaded will be automatically imported into RefWorks. Click here for information on setting the Options. 7. Installing the Add-on will add a RefGrab-It icon in the bottom-right corner of the browser (on the right side of the status bar).

Customizing the RefGrab-It Firefox Plug-in:

You can customize the RefGrab-It Firefox Plug-in to import information directly into your RefWorks account. You can also configure RefGrab-It to notify you if references displayed in the results list already exist in your RefWorks account.

There is also an option to change display modes. By default, RefGrab-It will display your results as a window on top of the web page you are viewing. You can disable this embedded mode option and have the RefGrab-It results display in a new window or tab (depending on your browser settings).

You can enable an import RIS files directly into RefWorks (for website that have a direct export option that produces only a .RIS file).

1. Log in to your RefWorks account using Firefox as your browser. 2. Open another tab in Firefox and navigate to any web page. 3. Right mouse-click on the RefWorks icon in your browser’s lower right-hand corner and select Preferences or click on the gear icon in the upper right corner of the RefGrab-It results window. 4. Select the Associate RefGrab-It with my RefWorks Account option to automatically export selected references into your RefWorks account and enable RefGrab-It to identify references that are already in your RefWorks account. A RefWorks icon with a green checkmark will display in the RefGrab-It results list indicating the reference is already in your RefWorks account. 5. By default, the Embedded Mode option is selected. You can disable the Embedded Mode option that displays your RefGrab-It results within the same window as the original website. If you disable this option, your RefGrab-It results will open in a new window or tab. 6. Select Export RIS Format Files to RefWorks if you want to automatically import .RIS format files from data vendor websites. 7. Click the close button to close the window. Your entries have been saved.

Using the RefGrab-It FireFox Plug-in:

1. Navigate to a web site 2. Left-click on the RefWorks icon in the bottom right-hand corner to capture the data. Note: You can also right-click on the RefGrab-It icon and select Grab References. 3. RefGrab-It will begin searching the current page for reference data. 4. A new browser window will open and in the main window, RefGrab-It will display what it identifies as the main reference first. Additional information found by RefGrab-It will be categorized and displayed below the main reference. 5. To view the details of the main reference, click on the Show Details link. To import the reference into your RefWorks account, click on the icon. 6. Additional results are displayed in collapsed groups below. Expand the group you wish to view the results of and view and select references like as directed above in #5. If you wish to import all the references in a group, click on the Select All in Section link or the All option at the top of the page. 7. Click the Import to RefWorks button from the top of the page.

RefGrab-It Internet Explorer Plug-In

To Install RefGrab-It as an Internet Explorer Plug-In:

Customizing the RefGrab-It Internet Explorer Plug-In:

You can customize the RefGrab-It Internet Explorer Plug-in to import information directly into your RefWorks account.

You can enable an import RIS formatted files directly into RefWorks (for website that have a direct export option that produces only a .RIS file).

To Customize the RefGrab-It Internet Explorer Plug-In:

1. Log in to your RefWorks account using Internet Explorer as your browser. 2. Open another tab in Internet Explorer and navigate to any web page. 3. In the IE menu bar, select Tools, RefGrab-It Preferences. 4. Select the Associate RefGrab-It with my RefWorks Account option to automatically export selected references into your RefWorks account and enable RefGrab-It to identify references that are already in your RefWorks account. A RefWorks icon with a green checkmark will display in the RefGrab-It results list indicating the reference is already in your RefWorks account. 5. By default, the Embedded Mode option is selected. You can disable the Embedded Mode option that displays your RefGrab-It results within the same window as the original website. If you disable this option, your RefGrab-It results will open in a new window or tab. 6. Select Export RIS Format Files to RefWorks if you want to automatically import .RIS format files from data vendor websites. 7. Click the X button to close the window. Your entries have been saved.

Using the RefGrab-It Internet Explorer Plug-In:

1. Navigate to a web site. 2. Right-click with your mouse and select the RefGrab-It link. 3. RefGrab-It will begin searching the current page for reference data. 4. A new browser window will open and in the main window, RefGrab-It will display what it identifies as the main reference first. Additional information found by RefGrab-It will be categorized and displayed below the main reference. 5. To view the details of the main reference, click on the Show Details link. To import the reference into your RefWorks account, click on the icon. 6. Additional results are displayed in collapsed groups below. Expand the group you wish to view the results of and view and select references like as directed above in #5. If you wish to import all the references in a group, click on the Select All in Section link or the All option at the top of the page. 7. Click the Import to RefWorks button from the top of the page.