Organize with Folders
All your references will always display in the main "All references" area, but you can also group them into folders. This is less like the folder organization of your computer and more like creating playlists: All references is your library of music, and each folder is a playlist you create from items in your library. References can appear in an unlimited number of folders simultaneously.
Open the My Folders section of the left column by tapping the down arrow. To create a new folder, tap the plus sign next to Add folder.
To rename or delete a folder, among other things, tap the column of three dots to the right of the folder name. RefWorks does allow subfolders, but you can't reorganize the hierarchy, so if you change your mind about how you wish to organize things, you will need to create a new folder structure and delete the old ones. For this reason, using top level folders is the recommended practice. For more about sharing folders, see Using Folders & Projects for Collaboration section of this guide.
To see which folders your references are currently in, look just under the reference, all the way to the left. If it's in a folder, you'll see a tiny folder icon and the name of the folder or folders in which it's been filed.
Organize with Projects
When you create your RefWorks account, you start with a single project. Think of a project as a filing cabinet. You can have multiple projects, but they cannot talk to each other at all. If you have a reference in one project, and you import it into a different project, those two references are completely separate; unlike with folders, you are copying the reference, not displaying the same reference in two places. Projects are helpful for collaboration, and can also be used silo citations during projects like systematic reviews, where several stages of screening occur.
To create a project, tap the down arrow in the blue bar at the top of the screen. It appears directly to the right of your current project name. Choose Manage projects.
On the Manage Projects page, tap the Create a new Project button and follow the prompts. If you wish to rename or delete a project, use the Actions menu in that project's row.
For more about using projects collaboratively, see Using Folders & Projects for Collaboration section of this guide.
Label with Tags
Tags are descriptive keywords you can add to items in your library. RefWorks imports some tags automatically, pulling in data like subject headings when you import a reference from a database. You can see all the tags currently in your library by opening the Tags section of the left column navigation. Tags applied to a reference appear just under the reference in the center column.
To see all the tags assigned to a given reference, select the reference to open the right column with its details, then click View all tags in the Tags section.
To delete existing tags or assign new tags to a reference, use the pencil icon in the right column to edit the reference, then go to the Tags section. Tap the X next to a tag to remove it; tap Add tag at the end of the tag cloud to choose from existing tags or add a new one to your library and assign it to that reference.
To find references in your library that have a tag applied, scroll down in Tags section and select it. You can also search for tags at the top of the Tags section or using the Search button on the toolbar above the center column.
Search Your Library
Tap the magnifying glass icon on the top toolbar to open the basic search box. This searches all your references, PDF files, notes, and annotations.
To customize your search to look for words in specific fields or to search only in a particular folder, select Advanced at the far right of the magnifying glass box.
