RefWorks 3: Organizing References

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Organizing References

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This tutorial will show you how to organize your references in RefWorks.

The Library subscribes to RefWorks, so UC Merced students, faculty, and staff can use it for free.

Use the active webpage on your right to complete the tutorial.

Logging Into RefWorks

To start, log in on the page to the right.

If you have never used RefWorks before, click here to access the RefWorks 1: Creating a RefWorks Account tutorial.

Sorting Your References

You will see a list of the references you have added.

  • Click on the dropdown menu next to Sort by (in the gray bar at the top of the page) for various ways to sort your references (i.e., by publication year, title, etc.)

  • Click on the dropdown menu next to Change View (in the gray bar at the top of the page) to customize the way your references are displayed


Using Folders

You can also see a list of references by folder in the Folder box on the righthand side of the screen. The references listed under Not In Folder have not yet been sent to a folder.

Clicking on Not In Folder will show you these references.


Creating and Adding to Folders

To create a new folder in RefWorks, click on New Folder in the Folder dropdown menu.

There are two ways to add references to a folder. You can:

  • Drag and drop the gray bar that says Ref ID (above the reference) into the folder where you want it.


  • Check the boxes next to the references you want and then add them to a folder using the dropdown menu next to the Folder icon.
  • Note: this will work outside of the tutorial but may not work during the tutorial.


Organizing and Sharing Folders

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To organize, share, and work with folders, click on the Organize & Share Folders tab:

You will see a list of the folders you have created.

Hovering over the Folder icon to the right will give you a list of possible options, such as:

  • Create subfolders
  • Rename folders
  • Clear folders
  • Delete folders
  • Find duplicates


Organizing and Sharing Folders

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Clicking on a folder with an arrow will allow you to share your work with a colleague.


Congratulations! Now you know how to organize your references using RefWorks.

If you experienced difficulties or have questions about this process, please contact the Library.



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