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5 RefWorks Organising and Managing your references

  1. Organising and managing your references RefWorks 5
  2. 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….
  3. 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).
  4. 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.
  5. Create folders to organise your references
  6. Creating subfolders Select a folder, then click on the three dots and select ‘Add subfolder’.
  7. 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.
  8. 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.
  9. . . 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.
  10. Need further help? Contact your Librarian: Chat online with a Librarian:

Notas del editor

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