RefWorks Basics (YouTube)
Top Navigation
Project - display current projects (titled or untitled), provides a prompt to share your project with others, and manage projects. In the Manage Project dashboard, the user can create a new project or assign actions to a project (rename, share, and delete).
SWOSU Libraries - a direct link to the library web site.
Language - a drop-down menu allowing the user to choose from nine languages.
User Account - provides access to your settings: document storage, profile information, email address used with your account, export settings, connecting Dropbox to your account, custom metadata fields, change password and remove RefWorks account.
Help - provides access to the Knowledge Center (FAQ), accessibility help, and video tutorials.
Main Navigation
Add - allows the user to do three things: 1) upload a file/document from your device, 2) upload a reference file RefWorks Legacy (old version) or other citation service or 3) create a new reference where data fields are manually inputted.
Assign to Folder - by using the check boxes, the user can add or remove selected references to or from folders. A selected reference can be located in multiple folders.
Share - references can be shared with other users and references can be exported to your device in a standard file type (e.g., RIS, XML, etc.).
Create Bibliography - selected references can be constructed into a bibliography.
Delete - allows the user to remove references from a folder(s) or all instances of a reference from the active spaces from RefWorks. For more information about permanent purging references from RefWorks, see Deleted in the Left Sidebar section.
Add Tags - add or remove tags from references; tags can enhance the searching capability within RefWorks.
Tools - users can find and remove duplicate references, download and install RefWorks add-ons (e.g., plugin for Microsoft Word), and bulk editing options.
Search - a search feature where searches can be conducted by tags, within folders and within a particular field of a reference (e.g., author's name).
Left Sidebar
All References - all of your references are displayed, references placed in Deleted (trash) area will not be displayed.
Search Databases - A search bar allowing the user to search for items in external databases (e.g., PubMed). Within the result listing, selecting a check box allows the user to import the reference into a folder or the unassigned area in RefWorks.
Last Imported - all of your references uploaded in the last 30 days are displayed.
Sharing - share a folder or view shared references. When sharing a folder, the user has two methods available: 1) only invited people may access the content or 2) anyone within the institution can access the content. When inviting people to share access, privileges can be set to: read only, annotate (add notes), or modify (revising references).
My Folders - add folders, display created folders, folders with subdivisions with the number of references included in each folder, and the number of references not assigned to a folder. Folders can be sorted alphabetically or placed in a custom arrangement.
Tags - an alphabetically listing of all tags associated with references with a search box at the top of the listing. A single reference can have multiple tags.
Deleted - deleted references are housed in this location (i.e., trash). References in this area can be restored to a folder or their prior location in RefWorks. Once deleted from this (trash) area, references are permanently removed from RefWorks.
Center
Select (all) - check boxes allowing the user to select all references, single references or references within a specific grouping.
Display - viewing of references per page (25 to 2000).
View - view references in several formats: 1) normal view, which is the default setting; table view, places information in spreadsheet-like format; full view, allows every field to be visible (no abbreviations); citation view, allows the references to be displayed in the preferred citation style. With the citation view, it will display alert notices indicating missing data needed to comply with the displayed citation style.
Sort by - references can be sorted by the date added to RefWorks, date accessed, date published, title, author's name, or Ref ID (number assigned by RefWorks to unique identify references).
