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RefWorks

This web-based citation management system will save you time. Use this guide to learn how!

Creating Folders and Subfolders

Use Folders to organize your research. Items can be assigned to multiple folders, but only need to be added to your RefWorks account once.

You can create a folder two different ways. First way: 

  1. Select the sources you want to add to your new folder
  2. Then select the Assign to Folder icon on the navigation bar.
  3. From the drop-down, select Create. Select sources, then Assign to Folder and Create
  4. Name your folder and select Create folder. Name folder and select Create folder

Second Way: 

  1. Expand My Folders and click Add a Folder. 
  2. Name your folder and click Save. Your new folder will appear under My Folders.Expand My Folder, select Add folder, Name folder, and save
  1. Expand the My Folders section on the left-hand menu
  2. Select the More icon next to the folder you wish to add a sub-folder to.
  3. Select Add subfolder from the drop-down menu
  4. Name your sub-folder, then select Save. You'll see an arrow appear next to the main folder name, indicating there is a sub-folder. Selecting the arrow displays any sub-folders. Add a subfolder

Using Folders

Once you have created a folder, you can easily add references and stay organized. There are two ways you can add references to a folder.

Option 1: 

  1. Select the references you want to add to a folder, then select Assign to Folder from the navigation menu.
  2. From the dropdown menu, select the folder you want to add references to.
  3. Select Apply. Your references will be saved to the selected folder(s). 

Save source to folder

 

Option 2: 

  1. Select and hold on the reference you want to move into a folder.
  2. Drag the reference and hover over the folder name.
  3. Release the mouse button. The reference will now appear in the chosen folder.

Working on a group project? RefWorks allows you to share folders with other RefWorks users at Franklin University.

To share a folder:

  1. Select the folder you wish to share in the My Folders area. 
  2. Select Share button from the navigation bar, then select Share folder from the drop-down. Share folder
  3. Type the email address of the person you would like to share your folder with (add one at a time).
  4. Select the level of access for the person you're inviting:
    • Can Read - view items and read documents
    • Can Annotate - view items, read documents, annotate documents
    • Can Modify - view/read/annotate documents, edit existing annotations, add documents, remove documents, and add a note to an item
  5. Add an optional message, then click Share Folder. Share a folder

 

 

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