working with folders in refworks 2.0

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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

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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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Page 1: Working with Folders in RefWorks 2.0

Kay Cunningham, Library DirectorPlough Memorial Library

Christian Brothers UniversityFall 2010

Getting Started with RefWorks at CBU:

Working with Folders in RefWorks 2.0

Page 2: Working with Folders in RefWorks 2.0

RefWorks is…

Bibliographic Citation Manager

Web-basedUseful for

Collecting referencesOrganizing researchCreating bibliographiesCollaborating with others

Available to CBUStudentsFacultyStaffAlumni For help signing up, click the RefWorks link on

the Library homepage

Page 3: Working with Folders in RefWorks 2.0

Why Use Folders?

The greater the number of references you have in your database, the more you will need to create folders

Folders enable you to Work with a selected group of references en masseShare a subset of your database with othersOrganize (and re-organize) your research in a

variety of waysGenerate bibliographies on a topic without having

to continually select to “My List”

Page 4: Working with Folders in RefWorks 2.0

Folders

Ways to arrange—by:TopicClassProfessorAssignment

Many options

Page 5: Working with Folders in RefWorks 2.0

Default Folder

Last ImportedWhether you create

any of your own folders, there will always be a Last Imported folder along with the master list of all references

The Last Imported folder holds the most recently added items only until you add a new batch of items

The folder exists but the references in it constantly change

Page 6: Working with Folders in RefWorks 2.0

Create a Folder

1. Click the “New Folder” tab

2. Give the new folder a name

3. Click “Create”

Page 7: Working with Folders in RefWorks 2.0

Add Items to a Folder

1. Select references to add to a folder

2. Under the Folders tab, click the dropdown list

3. Scroll to and select the relevant folder

Page 8: Working with Folders in RefWorks 2.0

Items Added

Notice now how these recent imports have now been added to the new Graphic Novels folder as well

Page 9: Working with Folders in RefWorks 2.0

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.

Page 10: Working with Folders in RefWorks 2.0

Not Quite a Folder - Deleted References

RefWorks buffers any deleted references for 30 days

Find them under View/Deleted References

Select items and click the Restore icon to return them to your master list

Page 11: Working with Folders in RefWorks 2.0

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.

Page 12: Working with Folders in RefWorks 2.0

Global Edits*

1. To edit all the records in a folder

2. View the folder

3. Select All in List

4. Click the Global Edit icon

*Global Edits have been working irregularly in RefWorks 2.0; if a process fails, you may try later, or toggle to RefWorks Classic.

Page 13: Working with Folders in RefWorks 2.0

Global Edits, continued1. Select a field2. Insert the data

that will appear in all records

3. Click Add Data

TIP: Appending will ensure that you do not lose data that may already be in a field

Page 14: Working with Folders in RefWorks 2.0

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.

Page 15: Working with Folders in RefWorks 2.0

Global Edits - optionsAdd

Information common to all recordsA possibility: insert a person’s name associated with

the reason you are collecting the referencesMove

Data from one field to anotherA 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)

Delete Replace

Page 16: Working with Folders in RefWorks 2.0

Getting Started with RefWorks at CBU: Working with Folders

See other handouts on:

Collaborating with RefShareCustomizing Your AccountMaking BibliographiesRegistering for an Account and Setting Up a

DatabaseSearching with RefWorksWrite-N-Cite