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RefWorks (Citation Manager)

How do I create a folder in which to store references?

In order to keep your references organized, you will want to create collections/folders in which to place them.

  • Click on My Folders in the left column
  • Click on Add a folder
  • Enter a name for the collection
  • Click on Save

RefWorks - Add a Folder

NOTE:   You can sort your folders alphabetically, or drag and drop them into a custom order

How do I move references into a folder?

  • Display all of the references or just those in a folder from which you will be moving a reference
  • Click on the box in front of the reference you wish to move
  • Click on the Assign to Folder icon (File folder) toward the top left of the page

RefWorks - Assign to Folder

  • Click on the box in front of the folder into which you wish to move the reference
  • Click on Apply

RefWorks - Assign to Folder 2

How do I view all of my references?

Click on All References in the upper left corner

RefWorks - All References

How do I view the references in a folder?

  • Click on My Folders in the left column
  • Click on the name of the folder you wish to view

RefWorks - My Folder

How do I view the references not yet in a folder?

  • Click on My Folders
  • Click on Not in Folder

RefWorks - Not in Folder

How do I create a subfolder, or rename or delete a folder?

Create a Subfolder

  • Click on My Folders in the left column
  • Mouse over the name of the folder to which you would like to add a subfolder
  • Click on the More Options icon (Three vertical dots) to the right of the folder name
  • Click on Add Subfolder
  • Enter the name of the subfolder
  • Click on Save

RefWorks - Add Subfolder     

Rename a Folder

  • Click on My Folders in the left column
  • Mouse over the name of the folder you would like to rename
  • Click on the More Options icon to the right of the folder name
  • Click on Rename
  • When the Name your folder window opens, enter the new name for the folder
  • Click on Save

Delete a Folder

  • Click on My Folders in the left column
  • Mouse over the name of the folder you would like to delete
  • Click on the More Options icon to the right of the folder name
  • Click on Delete
  • Then the Delete? window opens, click on Yes

How do I delete references from my RefWorks account?

  • Display all of the references or just those in the folder from which you will be deleting the reference
  • Click on the box to the left of the reference you wish to delete
  • Click on the Delete icon (Trash can) at the top of the page
  • When the pop-up window appears, select either:
    • Remove from folder
                    OR
    • Delete

RefWorks - Delete Reference

What is the difference between Remove from folder and Delete?

  • Remove from folder:  The reference will be moved from the folder it was in to the Not in folder folder
  • Delete:  The reference will be completely removed from your RefWorks account

What if I accidentally delete a reference?

  • Click on Deleted in the left column
  • Click on the box in front of the reference you would like to recover/restore
  • Click on the Undo icon (Circular arrow)

  RefWorks - Deleted           RefWorks - Delete Undo

Can I view my references in more than one way?

Yes!  RefWorks defaults to viewing references in Normal View, which is the beginning of the title, the author(s), and the publication date.

If you would like to view references in Citation View, click on the drop-down menu toward the top center of the page.
Click on the gear icon to change the citation style in which you would like to view the references.

RefWorks - Normal View

Example of Normal View:

RefWorks - Example of Normal View

Example of Citation View:

RefWorks - Example of Citation View