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RefWorks: Organize

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Bobby Hollandsworth

RefWorks Administrator
407A Cooper Library

Organizing References with Folders

Creating a New Folder

  1. Click the New Folder button located in the upper left hand corner.
  2. Type the folder name.
  3. Click Create.

The new folder appears in all of the folder lists throughout the program.

Creating a New Subfolder

  1. Click on the Organize & Share Folders tab (or Organize tab) from the main viewing area of RefWorks.
  2. Locate the parent folder you wish to create the subfolder under.
  3. Click the Folder folder.jpg icon to the right of the parent folder name.
  4. Select Create Subfolder from the list of options.
  5. Type the subfolder name.
  6. Click Create.

The new folder appears in all of the folder lists throughout the program.

You can also create a subfolder by clicking on the New Folder button:

  1. Click the New Folder button.
  2. Click the Create Subfolder link.
  3. Select a Parent folder from the drop-down list.
  4. Enter the name of your subfolder in the New Folder Name box.
  5. Click the Create button.

Your subfolder is displayed below the parent folder and is slightly indented. You can expand and collapse subfolders by clicking on the triangle to the left of the parent folder name.

Adding and Removing From Folders

You can add or remove a reference from a folder one at a time by clicking on the Edit edit.jpgor View magglass.jpg icons or when you manually add a new reference.

You can add groups of references to folders from any of the view options - All References, View by Folder, Duplicates (Exact or Close) or any Search Results view.

To add references to a folder

  1. Select the references you want to add using one of the following methods:
    • Click the box next to Ref ID to select a specific reference or references. These selections are not saved when you go to the next page. So be sure to add the references to a folder before moving to another page.
    • Under the References to Use option, select Page selection to perform the edit on the entire page.
    • Under the References to Use option, select All in List to select the entire list of references.
  2. Click the Add to Folder iconaddtofolder.jpg and select the folder (or subfolder) you want the references added to.

To remove a reference from a folder

  1. Open the folder (View, View Folder, Folder Name)
  2. Select one or more references (as described above).
  3. Click the Remove From Folder icon removefromfolder.jpg.

If you have a reference filed in multiple folders, the reference is only removed from the folder you are viewing.  

Deleting References

When you delete references from your account, they are automatically moved to the Deleted References area which you get to from the View menu option. References in the Deleted References area will be automatically and permanently deleted after 30 days.

You can restore references from the Deleted References area to your RefWorks account. Any restored references will be returned to your account with any folder information, attachments and RefShare comments.

To Restore Deleted References

  1. Select View, Deleted References from the toolbar.
  2. Select the references to be restored.
  3. Click the Restore icon restore.jpg
  4. Your references are returned in their original state to their original location in your database.