RefWorks

Using Folders

RefWorks allows you to create labeled folders and move appropriate citations to them for storing and managing.

Once citations are imported, they can be added to folders.

Citations may be in more than one folder and may be globally edited.

Bibliographies may be generated from citations within a folder.

The folder system also acts as a database of searchable fields (e.g., author, title, year, journal title).

Sharing and Collaborating using Google Docs

Google makes it easy to collaborate with others on your paper.  Now you can take that a step further, by collaborating with other RefWorks users!

Share your Google Doc with anyone who has a RefWorks account and in addition to adding and editing text to your document, they can also add in-text citations and footnotes from their RefWorks account.   You can even collaborate using the same set of references by sharing your RefWorks collection with your collaborators.  Read more about sharing a collection.

Note:  Anyone you share with can also delete in-text citations you’ve included in your document, however, they cannot delete references from your RefWorks account.        

Sharing your Collections

RefWorks allows for sharing outside your institution as well as inside, however, each person you share your collection with will need a RefWorks account in order to view your research (which they can create for free!). You can share with up to 10 people per collection for free account holders or an unlimited number of RefWorks users if you have an Institutional account.

  1. Click the Share & Export icon Share icon or the Sharing menu item to start
Image of RefWorks sharing options
  1. Select the collection to be shared and the groups with whom you will share it.

image of sharing screen in RefWorks

  1. Type the email address of the person (add one at a time) and select the level of access for the person you're inviting:
    • Read – view items and read documents
    • Annotate – view items, read documents, and annotate documents
    • Modify – view/read/annotate documents, edit existing annotations, add documents, remove documents, and add a note to an item

sharing settings in RefWorks

  1. Optionally, add a personal note
  2. Click Share Collection

The person you've invited will get an email notification, and a notification inside RefWorks, where they can accept (or reject) the invitation. If the person doesn’t have a RefWorks account, they will be asked to create one.

Remember, when you share a collection any sub-collections are also shared.

 

Viewing a collection's sharing status

To view what collections you have shared, look for the sharing icon next to the collection name.

RefWorks folders menu

By selecting Sharing Settings from the menu, you can access the settings for your shared collection to modify them.

Sharing in RefWorks

In the Sharing Settings you can also:

  • change the sharing from "private" to "institution" (which gives everyone in your institution access to your collection)
  • change individual access levels at any time after inviting someone
  • remove individuals from your collection by clicking the 'x' to the right of each address in the list

Sharing Settings