Unit 4: Tools and Add-ons
Project Creation and Management
You can create several projects within RefWorks.
This is helpful for dividing up groups of references between large, separate research projects. It is also possible to share projects to aid with research collaboration - you can even share projects with RefWorks users from other institutions.
Please note: it is not currently possible to move references directly between two projects in RefWorks. To do this, you need to export references from one RefWorks project and import them into the other one.
Create a new project
- To access your projects, click the arrow next to the current project name. By default, your main project will be called 'Untitled Project'.
- From the drop-down list provided, click Manage projects to access the projects menu.
- Click 'Create a new project' to proceed. You can click the 'Actions' menu next to any existing projects to either rename or share them.
- When creating a new project, enter a name in the box provided, then click 'Save'.
Manage existing projects
- Back in the Manage Projects menu, your current project will be shown from among your existing projects on the left hand side.
- To change the current project, click the Actions menu next to the project you wish to make current, then select 'Set as Current Project' from the list of options.
- Back in your RefWorks library, the display name of your current project should change to reflect your changes.
