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ProQuest RefWorks

Sharing Folders and Accepting Invitations

Why share a folder? By sharing a folder with a fellow student and giving them "modify" privileges, you can both add references to the same RefWorks folder. This is incredibly useful when working on a group project where all group members have to contribute to the same assignment and turn in the same deliverable.

Sharing a Folder

Once you have a folder to share, select My Folders from the main menu on the left-hand side of the screen.

Where to find My Folders in RefWorks


This sub-menu should display all folders that you have created. Open the Options bar (3 dots) to the right of the folder you want to share, and select "Share folder."

Sharing a folder in RefWorks


Once you have clicked on "Share folder," a box will pop out with Sharing Settings. Enter the SU email addresses (each separated by a comma) for the group members with whom you want to share this folder. You can edit their level of access using the drop-down menu to the right of this field. If you are working on a group project, I would recommend changing this to "Can Modify" so everyone can contribute to the same folder. Select "Done" when finished.


 

Accepting Invitations and Accessing Shared Folders

Each invited person will receive an email from Refworks (refworks@proquest.com) with a link to review the folder invitation. If you are not logged into RefWorks before you access this link, you will be directed to the page below. Ignore the prompt to enter a "salisbury-university access code" -- click on the link at the top-right corner to log into your account instead. If you receive an invite before you have created your RefWorks account, follow these instructions to create your account, then review your invitation.

Screen prompt when reviewing an invitation prior to logging in. Do not enter a code. Log into your account.


You will also receive a notification within Refworks, which appears as a banner across the top of your account. After a short delay, you will then see a notification on the Sharing menu. Open the Sharing menu and you will find the folder that has been shared with you. Unless you created the folder yourself, you will always access shared folders through this Sharing sub-menu

Viewing shared folders in RefWorks


If you no longer want access to a folder, open the Options (3 dots) for that shared folder and select "Leave shared folder."

Options menu for a RefWorks shared folder

Adding notes to references

Another beneficial tool to consider when working in a group is the ability to make notes on references.

To create a note, highlight and click on the reference you want to annotate. Once the information appears on the right, click on the pencil icon to edit the data.

When viewing a citation, select the pencil icon to make edits, including notes.

 

Once you are in "edit mode," scroll to the bottom of the citation information and find the Notes field. This is a good place to make notes to other group members, such as why the resource seems particularly useful, or who found the resource if you want to keep track of who is doing what. (Note: Another field to utilize would be the Abstract field, where you can provide a brief summary of the content. Depending on how you created or imported the citation, the Abstract field may already be populated.) Don't forget to hit Save at the top right corner when you finish adding the note!

Add notes to a citation using the Notes field. Don't forget to hit save!