Organising and managing your references
RefWorks 5

Organise references by Projects or in Folders
Projects enable you to maintain completely
separate collections of references for
different research projects – its like having
more than one RefWorks account. This
function is useful for people who are
carrying out multiple research projects.
Most RefWorks users will find Folders
suitable for organising their references.
Continued on
next slide….

Managing Projects
To create a Project click on the down arrow
and then select ‘Manage Projects’….
… then select ‘Create a new project’.
Finally name the Project and click on ‘Save’.
You can then organise your references in
folders (next slides).

Organising your references in folders
All References contains everything that
you have exported to RefWorks. Even if
you move a reference from All
References to another folder that you
have created (next slides), it will remain in
All References.
New references are always
sent to the Last Imported
folder and will remain there
until you import more
references.
Create folders to organise your references (next slide). Sort
your folders in alphabetical order or in a custom order.

Create folders to organise your references

Creating subfolders
Select a folder, then
click on the three
dots and select ‘Add
subfolder’.

Move references into folders
Newly imported
references will be sent to
the Last Imported folder
in RefWorks and are also
in All References. Use
‘Assign to Folder’ to
organise your references.

Share your folders with your colleagues
You can only invite other RefWorks users to share one of your folders (read only, annotate or
modify). However it is possible to create a public URL which can be shared with anyone
providing access to a list of the references in the folder.
Click on ‘Sharing’, then ‘Share a
folder’. Choose the folder that
you wish to share from the drop-
down menu. Add the email
address of the person/people
you wish to share the folder with
and click on ‘Share Folder’.
Select as appropriate.

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In order to check for duplicate
references, change Display to ‘Table
View’, click on ‘Tools’ and then ‘Find
duplicates’. Delete references not
required. Finding duplicates is
particularly useful when carrying out a
systematic review of literature.

Need further help?
Contact your Librarian:
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