Medical Librarian Cleveland Clinic Cleveland, Ohio
Background: Due to low usage, budgetary constraints, and the transition of RefWorks to a new platform, the library decided to end its RefWorks subscription in 2018 and support our patrons through the transition of citation data to alternative systems. The library had provided access to RefWorks since March 2004, so providing support to our users, especially those who had been committed long-term, was a top priority. Our poster will detail the steps taken to manage this resource transition.
Description: We set a 12-month timeline, during which we evaluated alternative citation management systems and developed training and support materials. Included in that timeline was a plan for contacting RefWorks account holders via email and the RefWorks platform, as well as providing in-person and online support to help choose the right replacement. Alternative supported systems were Zotero, Mendeley, and EndNote.
Conclusion: Based on feedback from our patrons, the transition away from RefWorks was overall successful for our institution. However, we did experience some difficulties along the way, including patron anxiety and time constraints. Our recommendations for the undertaking of this type of project are to start planning early, communicate frequently with users, and provide detailed instructions for the course of action to both library staff and users.