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Legacy RefWorks

Folders

  1. Click on the "New Folder" button below the main toolbar.
  2. Give your folder a unique name.
  3. Click the Create button.
  1. Click on the "New Folder" button below the main toolbar.
  2. Click the "Create Subfolder" link above the text entry box.
  3. Select the folder the subfolder is going to be nested under from the "Select a Parent Folder" drop-down menu.
  4. Give your subfolder a unique name.
  5. Click the Create button.
    • NOTE: You cannot click and drag folders into other folders to create subfolders.
  1. Right click on the folder you want to share in the side toolbar.
  2. Select Sharing from the drop-down menu.
  3. Click on "Share Folder" from the sub-menu.
  4. Click the Share button.
  5. Set the Share Options, Limitations, and other settings as necessary.
  6. Click the Save button.

Creating a Bibliography

  1. Select the references you want to export. 
  2. Click on the Bibliography tab in the main toolbar.
  3. Select the "Create Bibliography" option from the drop-down menu.
  4. Select which references to export from the "References to Include From" section.
  5. Select the citation style you want from the "Select an Output Style" drop-down menu.
  6. Select the file format you want from the "Select a File Type" drop-down menu.
  7. Click the "Create Bibliography" button.
    • Legacy RefWorks usually populates a new tab with the information instead of generating a file. 
  8. To get the file you need, exit out of the new tab and go back to your Legacy RefWorks tab. 
  9. Scroll down to the Completed box in the bottom right corner of the Legacy RefWorks page.
  10. Click the "click here" link for "if you'd like the file emailed to you."
  11. Make sure your email address is correct and click the "Send File" button.
  12. Download the file to your computer.

Deduping

  1. Right click on the folder you want to share in the side toolbar.
  2. Select "Find Duplicates" from the drop-down menu.
  3. Choose Close or Exact duplicate matching in this folder from the sub-menu.
    • NOTE: Exact match looks for the same metadata across references whereas Close match looks for similar metadata (e.g. Date 1: Jan 2009 & Date 2: 01/2009) across references. 
  4. Go through the results list and make sure that the checked results are really duplicates.
  5. Make sure the "References to Use" section is set to Selected.
  6. Click the red x button.
  7. Click the "Delete References" button.
    • NOTE: If you have a large amount of references you’re deleting, the system will ask you to type out DELETE ALL to confirm the mass deletion.
  8. Repeat for each page of duplicates.

Modifying a Style

  1. Click on the Bibliography tab in the main toolbar.
  2. Select the "Output Style Editor" option from the drop-down menu.
  3. Select the style you want to modify from the Style drop-down menu.
  4. Give your style a unique name.
  5. Click the View button.
  6. In the Bibliography and In-Text Citation tabs, you can customize the order and display of each field for a particular type of reference.
    • NOTE: To truly customize a style, you have to account for all of the iterations associated with the different resource types (e.g. books, articles, etc.). To do this, you need to repeat your modification process for all of the items in the Reference Type list of the Bibliography tab. You also need to account for and modify the style’s in-text citations or footnotes in the In-Text Citation tab.
  7. Click the "Save As…" button.