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Legacy RefWorks Guide: Managing folders

Creating folders

You first have to create folders before you can start adding references into them.

As we have already seen this is how we create a new folder:

  1. Select the New Folder button.
  2. Type an appropriate folder name.
  3. Click Create.

You can also create subfolders:

  1. Select the Organize and Share Folders tab (pictured)
  2. Find the folder that you want to create a subfolder under and right-click on the folder name.
  3. Select Create Subfolder.
  4. Type an appropriate name for the subfolder.
  5. Select Create.

Alternatively:

  1. Select the New Folder button.
  2. Select the Create Subfolder option
  3. Pick the folder from the drop-down list that you want to create a subfolder under.
  4. Type an appropriate name in the New Folder Name box.
  5. Click Create.

Managing your folders

When creating folders think about the name you give it - is it a meaningful name?

You may want to organise your folders by theme or by categories.

You may want a folder for each chapter you are writing with subfolders to help you organise your references even further.

Whichever way you choose to create folders and subfolders consider the quantity of references you import into each folder. Too large a number can become overwhelming - this is where the use of subfolders becomes really useful.

 

A quick guide on creating folders and moving references is available for you to download:

Moving references into folders

You can now move references into the folders and subfolders that you have created.

  1. Select the References tab.
  2. Select the references you wish to move by using the tick boxes.
  3. Pick the Add to button at the top of the references and click on the folder or subfolder where you want the references to be moved to.

You can have the same reference in more than one folder.