RefWorks

Use folders to organize your citations.  By default, RefWorks provides 3 folders:

• Last Imported  -- The area where all newly imported citations are first placed.
• Not in a Folder -- The area where any citation that is not associated with one or more folders is placed.
• Deleted -- The area where any deleted citations reside for a period of 30 days, before being permanently deleted (located at the very bottom of the folder list).

In addition to the default folders, you can create an unlimited number of user-defined folders and subfolders.  Click the "New Folder" button at the top of the display.

1. Click on "My Folders" to expand the folder list, if not already expanded.
2. Click on "Add a Folder".
3. Provide the name of the folder and click on the "Save" button.
4. Note: The new folder will appear at the bottom of the folder list; you can drag and drop it into the appropriate (alphabetical) location in your list of folders.  If you drag it to another folder, it will become a subfolder of that folder.
5. To create a subfolder, click on the three vertical dots to the left of the main folder  and select "Add Subfolder".  Provide a name for the subfolder and click on the "Save" button.  

The actions listed below help manage folders in RefWorks.  These actions can be found by clicking on the vertical dots icon to the right of any folder.

• Add subfolder -- Creates a subfolder associated with the selected folder.
• Rename -- Associates a different name with the folder.  Any citations associated with that folder will be associated with the new folder name.
• Share Folder -- Provides the option to share the citations of that folder with collaborators..
• Delete -- Deletes the folder.  Any citations in the folder are not deleted.  They can be found in other folders with which they are associated or in the "Not in a Folder" area of RefWorks.

You can easily associate citations with one or more folders.

1. When viewing a list of citations in RefWorks, click the checkbox to the left of each citation to be placed in a folder.
2. Use the “Folder” icon pull-down menu and choose the folder with which you want to associate the selected citation(s).
3. Confirmation of the change will display in the lower right part of the screen.
4. Once citations are associated with one or more folders, a trial of folder names will display to the right of each citation -- when viewing the sitations in the "Standard View" mode.

To remove a citaiton from a folder, select the citation to be removed, and click the "Remove from Folder" tool that appears to the immediate right of the printer icon.  If there is only one citation in the folder, use the "Clear Folder" function to remove the citation from the folder.

You can share specific folders -- or your entire RefWorks database -- with others.  The people with whom you share the folders may or may not be affiliated with Baylor University; they do not have to have a RefWorks account or be at an insitution that supports RefWorks in order for you to share with them.  To share a folder, do the following:

1. Click on the "Organize & Share Folders" tab.  To the far right of each folder, you will see a "Share Folder" icon. 
2. If you want to share your entire RefWorks database, click on the "Share Folder" icon associated with "Share Entire Database".  RefWorks will ask that you confirm you want to share the database.
3. If you only want to share a specific folder, click on the "Share Folder" icon associated with that specific folder.  RefWorks will ask that you confirm you want to share the folder.
4. Set the various sharing options ("Allow Export", "Allow Print", "Allow Bibliographies", etc.) according to your preferences.  Note:  The one function the other user will not be able to do through a shared folder is the ability to edit citations.
5. If you want to modify any of these sharing options after the share has been established, go to the “Organize & Share Folders” tab, click on the  "Share Folder” icon, and select "Shared Folder Options" from the menu. 
6. Note the URL that has been created through the sharing function.  Use the RefWorks e-mail function to email the URL for the shared folder, or use your preferred e-mail system and copy and paste the URL in the e-mail message.
7. If you want to end the sharing of the folder, go to the “Organize & Share Folders” tab, click on the  "Share Folder” icon, and select "Remove Share" from the menu.  

Note that these functions are also available if you click on the folder link in the "Folders" list located on the right side of the display, just above the "Quick Links" list.