Unit 1: Setting Up

Folder Creation and Management

You can store references and research data in folders within RefWorks.

We recommend organising references in folders using a memorable system that helps you track your citation data for later use.

Creating a Folder

You can create a folder by clicking the 'My Folders' tab at the left side of the RefWorks menu, then selecting 'Add Folder'.
You will notice your RefWorks library already has a default folder. This 'Not in Folder' section will contain any references you add/create, but do not assign to a specific folder.
In the resulting menu, add a name for your folder. You can name it anything you like, but we recommend naming it something memorable and specific, like a module name or research topic. Click 'Save' to finish creating the folder.

You can modify any folder you create in RefWorks by opening the folder options.
To do so, click on your chosen main folder, then click the ellipsis (⋮) at the right hand side.
You can rename or delete a folder using the options presented. If you choose to delete a folder, it does not delete the references contained within. These are instead moved to 'Not in Folder'.
You can also add subfolders within your main folders. This is helpful if you would like to organise your research topic into subtopics, or arrange module reading by teaching week, etc.
Once you select 'Add subfolder', the process for creating the subfolder is the same as for folders described above.
We will cover finding duplicates and sharing folders later in this guide.

We can do more with folders once we add some references. Proceed to Unit 2 below to learn how to add references to your RefWorks library.