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The Ohio State University

Health Sciences Library

Citation Management Tools

There are several ways to organize your citations once you've imported them into RefWorks, making finding and sharing them easier:

Projects

If you want to keep your projects sealed off from each other, you can organize them into different Projects. By default, citations will import into the Project that you currently have open in RefWorks. Keep in mind that, while using the Write-N-Cite tool, you can only use citations from one Project per document.

To create and switch between Projects:

  • Open the Projects menu by clicking the down-caret at the top of the RefWorks window.
  • Select the Project that you would like to work with, or select "Manage projects..." to create a new Project.

Folders

Within a Project, you can create folders to organize your citations.

To create and organize into folders:

  • Once logged in to RefWorks, click on the "My Folders" icon on the left-hand side of the page to add a folder or access your previously created folders.
  • Citations automatically import to the "Last Imported" folder.
  • If you want to move unorganized citations that are not from your most recent importation, you can find them in "Not in folder".
  • To move citations from one folder to another, check the box to the left of the citation or citations that you wish to move.
  • Click the "Assign to Folder" icon in the toolbar at the top of the page and select the destination folder.

Tags

Another way to organize citations is with tags. Imported citations will sometimes come with tags already attached by the author or database (be sure to select options such as "Author keywords"; "Index keywords", or "Tags" if available when choosing which information to export), or you can add your own.

How to add and organize by tags:

  • Tags attached to a record will appear below the citation information.
  • To add tags, select one or more citations and click the "Add Tags" icon at the top of the screen.
  • You can choose an already existing tag or create a new one.
  • To organize citations by tag, click on the "Tags" icon on the left-hand side of the screen. Click on a tag to view all citations with that tag.