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RefWorks (Software Instruction)

RefWorks online software simplifies the process of research, collaboration, data organization, and writing by providing an easy-to-use tool for citation, bibliography, and reference management. Learn how to build a collection of references.

Understanding Projects and Folders

 

 

Projects

Everyone starts with an Untitled Project. There are some actions that can be taken. 

 

 

Create a Project

You can create an unlimited number of Projects -- keep in mind if using Write'n Cite, it can only pull reference from ONE project. Keep things grouped appropriately.

1. Click the dropdown arrow beside the Project name. Ex. Untitled Project.

 

2. Click "Manage Projects..."

 

3. Click the "Create a Project" button.

 

 

 

 

 

 

 

4. Name the new project.

 

5. Click "SAVE"

 

 

 

 

Switch between projects

1. Click the dropdown arrow beside the Project name. 

The current project you are using will be grey Ex. "Untitled Project" and say "(current)" beside it. 

 

2. Select the desired project. Ex. "TEST"

 

 

 

 

Rename or Delete Project

1. Click the dropdown arrow beside the Project name. Ex. Untitled Project.

 

2. Click "Manage Projects..."

 

 

3. Click the "Actions" button beside the affected project.

 

4. Click "Rename" OR "Delete" as appropriate. 

Folders

Folders are located on the Left (vertical) navigation.

The default 'folder' where all references go before they are reassigned is "Not in Folder"  

 

 

Create a Folder

You can create an unlimited number of folders; and subfolders.

1. Expand the folders list by clicking the V (you should now see all available folders as shown)

 

2. Click "+ Add folder"

 

3. Name the folder; Click "SAVE".

 

 

 

 

 

To create a subfolder

1. Click on the action button of folder

2. Select "Add Subfolder".

3. Name the folder; Click "SAVE".

 

Rename or Delete Folder

1. Click on the action button of folder

2. Click "Rename" OR "Delete" as appropriate. 

 

2. Click "Manage Projects..."

 

 

3. Click the "Actions" button beside the affected project.

 

 

 

 

4. Click "Rename" OR "Delete" as appropriate. 

 

 

 

 

 

 

Add Reference to Folders

There are a couple of ways to add references to folders. 

If you are moving only one reference to a single folder, the quickest way is to drag and drop the reference in the folder.

 

 

 

 

 

 

 

 

 

If you are moving multiple references to a single folder OR moving single or multiple references to multiple folders there is a more efficient way to do this action. 

1. Select the reference(s) you want to move (check the boxes beside them).

 

2. Click the "Assign to Folder" button on the top (horizontal) toolbar.

 

2. From the drop-down check the folder or folders you want to assign the selected references to.; Click "Apply"

Remove Reference from Folder

To remove references from folders - but not delete them from your collection.

1. Open the folder and select the reference that wants to be removed.

2. Click the "Delete" button on the top (horizontal) toolbar.

3. From the drop-down select "Remove from Folder". (note: this is not an option if the reference is not in a folder)