Instructions for customizing a RefWorks account

1. Kay Cunningham, Library Director Plough Memorial Library Christian Brothers University Fall 2010 Getting Started with RefWorks at CBU: Customizing Your Account

3. Click “Customize” Click on “Customize” either at the top of the screen or on the Quick Access sidebar

4. The Customize Work Screen Many customizations are available; a selection are described in this presentation

5. Number of References to Display Default: 25 Key in the number of references you want to see on a page Be aware: screen loads will slow down if you display a large number of references when using the Full View display

7. Changing the Display to one of the Custom Selections If you’re using an unfamiliar style, you can change the display so that you will be previewing how RefWorks will format your references for a bibliography as you add them.

8. Opening in a Folder Default opening: All References You might want to specify opening in a particular folder if you are currently working on one in particular

9. Selecting an Automatic Sort Order Many sort orders are available; “last modified” is helpful if you have long lists with references that you are editing Tip: work from the bottom of the list; your completed (last modified) references will always rise to the top, so it will be easier to keep track of what you have done

10. Special Link Displays If you work in the Biological Sciences, you may want to activate PubMed links in RefWorks to have immediate access to many PubMed features NOTE: CBU does not have access to Scopus

11. Viewing in PubMed You can retrieve the PubMed record or activate PubMed searches for articles by the same author or on related topics.

13. User-Defined Fields in Use Edit Screen Full View Display Note that any information added to a field in the work screen will be seen in the full view display—making these useful tools for reviewing a topic.