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NewRefWorks: Organizing

Basic guide for RefWorks 3, or the New RefWorks to assist NBL reference and instruction services.

Organizing your References

Selected and exported references will first show up in  your Last Imported Folder, where they will be kept for 30 days. To move them into the folder of your choice:

1. Select items or click Select all
2. Choose from folder icon (with an option to create a new folder and subfolders) OR drag and drop into folders on left

Finding a Document in your Library

Use the search box in the top right corner to find a reference or document in your RefWorks library. 

1. Click the Search icon at the top of the page to display the search box. Your will all fields and any attached .pdf, MS Office or Open Office files.  You can search on a single word or a phrase. 
2. As you type in the search box, RefWorks searches for tags that match your search criteria.  You do not have to select a tag, you can simply continue to type your word or phrase.  Hit the Enter key to start your search.

VIDEO: Organizing Imported References

Annotating Documents or Articles

An integrated document reader in RefWorks allows you read, highlight, and annotate full text documents. To annotate a document:

1. Select the reference with the document and click Read
2. The RefWorks Reader will offer several options, such as print, download, highlight, comment, add notes, et.
3, To highlight text or add a comment, click on the appropriate icon from the top menu and select an area of text

Comments will appear to the far right of the selected area. You can change the color of your comments by clicking the More option for the comment and selecting a new color. You can also edit or delete the comment. Once you type a note, it is automatically saved.

Managing your References

CREATING FOLDERS
1. Click My Folders  in the left-hand menu
2. Click on Add a folder and name your folder  (You can also create subfolders)
3. Add references to your folder by dragging and dropping them to the folder name in the menu
4. To rename, share, or delete your folder, click on the three vertical dots to the right of the folder name and choose the appropriate option

EDITING RECORDS
1. Click article title to open full record.
2. Click pencil icon in full record to change any information, add notes, or add attachments

CHECKING FOR DUPLICATES 

1. Select More (Triple vertical dot icon at top center) > Tools > Find duplicate.
2. Select type of match and then Find duplicates

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