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Working with Folders in RefWorks 2.0


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Instructions for working with folders in RefWorks 2.0; includes creating folders, adding items to folders, global edits, and restoring deletions.

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Working with Folders in RefWorks 2.0

  1. 1. Kay Cunningham, Library Director Plough Memorial Library Christian Brothers University Fall 2010 Getting Started with RefWorks at CBU: Working with Folders in RefWorks 2.0
  2. 2. RefWorks is… <ul><li>Bibliographic Citation Manager </li></ul><ul><li>Web-based </li></ul><ul><li>Useful for </li></ul><ul><ul><li>Collecting references </li></ul></ul><ul><ul><li>Organizing research </li></ul></ul><ul><ul><li>Creating bibliographies </li></ul></ul><ul><ul><li>Collaborating with others </li></ul></ul><ul><li>Available to CBU </li></ul><ul><ul><li>Students </li></ul></ul><ul><ul><li>Faculty </li></ul></ul><ul><ul><li>Staff </li></ul></ul><ul><ul><li>Alumni </li></ul></ul>For help signing up, click the RefWorks link on the Library homepage
  3. 3. Why Use Folders? <ul><li>The greater the number of references you have in your database, the more you will need to create folders </li></ul><ul><li>Folders enable you to </li></ul><ul><ul><li>Work with a selected group of references en masse </li></ul></ul><ul><ul><li>Share a subset of your database with others </li></ul></ul><ul><ul><li>Organize (and re-organize) your research in a variety of ways </li></ul></ul><ul><ul><li>Generate bibliographies on a topic without having to continually select to “My List” </li></ul></ul>
  4. 4. Folders <ul><li>Ways to arrange—by: </li></ul><ul><ul><li>Topic </li></ul></ul><ul><ul><li>Class </li></ul></ul><ul><ul><li>Professor </li></ul></ul><ul><ul><li>Assignment </li></ul></ul><ul><ul><ul><li>Many options </li></ul></ul></ul>
  5. 5. Default Folder <ul><li>Last Imported </li></ul><ul><ul><li>Whether you create any of your own folders, there will always be a Last Imported folder along with the master list of all references </li></ul></ul><ul><ul><li>The Last Imported folder holds the most recently added items only until you add a new batch of items </li></ul></ul><ul><ul><li>The folder exists but the references in it constantly change </li></ul></ul>
  6. 6. Create a Folder <ul><li>Click the “New Folder” tab </li></ul><ul><li>Give the new folder a name </li></ul><ul><li>Click “Create” </li></ul>
  7. 7. Add Items to a Folder <ul><li>Select references to add to a folder </li></ul><ul><li>Under the Folders tab, click the dropdown list </li></ul><ul><li>Scroll to and select the relevant folder </li></ul>
  8. 8. Items Added <ul><li>Notice now how these recent imports have now been added to the new Graphic Novels folder as well </li></ul>
  9. 9. When to add to a folder? Anytime If you are manually importing files, you can also direct them to be added to a particular folder on import Add items using the steps already described at any point during your work. You can view items “Not in Folder” to find references that are unassigned.
  10. 10. Not Quite a Folder - Deleted References <ul><li>RefWorks buffers any deleted references for 30 days </li></ul><ul><li>Find them under View/Deleted References </li></ul><ul><li>Select items and click the Restore icon to return them to your master list </li></ul>
  11. 11. Creating a Bibliography of a Folder NOTE: Be certain to remove any duplicates from a folder or you will have two entries for the same work in a folder-generated bibliography.
  12. 12. Global Edits * <ul><li>To edit all the records in a folder </li></ul><ul><li>View the folder </li></ul><ul><li>Select All in List </li></ul><ul><li>Click the Global Edit icon </li></ul>*Global Edits have been working irregularly in RefWorks 2.0; if a process fails, you may try later, or toggle to RefWorks Classic.
  13. 13. Global Edits, continued <ul><li>Select a field </li></ul><ul><li>Insert the data that will appear in all records </li></ul><ul><li>Click Add Data </li></ul><ul><li>TIP: Appending will ensure that you do not lose data that may already be in a field </li></ul>
  14. 14. Global Edits, Additional Steps Any time you edit or delete anything en masse, you will be asked if you are sure, and prompted to prove that you are actually asking for the change.
  15. 15. Global Edits - options <ul><li>Add </li></ul><ul><ul><li>Information common to all records </li></ul></ul><ul><ul><ul><li>A possibility: insert a person’s name associated with the reason you are collecting the references </li></ul></ul></ul><ul><li>Move </li></ul><ul><ul><li>Data from one field to another </li></ul></ul><ul><ul><ul><li>A possibility: move existing abstracts to another field so you can annotate an article; then use the MLA or APA annotated bibliography output style to generate an annotated bibliography (The abstract field is where the annotation would have to reside for the bibliography to format properly) </li></ul></ul></ul><ul><li>Delete </li></ul><ul><li>Replace </li></ul>
  16. 16. Getting Started with RefWorks at CBU: Working with Folders <ul><li>See other handouts on: </li></ul><ul><li>Collaborating with RefShare </li></ul><ul><li>Customizing Your Account </li></ul><ul><li>Making Bibliographies </li></ul><ul><li>Registering for an Account and Setting Up a Database </li></ul><ul><li>Searching with RefWorks </li></ul><ul><li>Write-N-Cite </li></ul>