RefWorks at Kent State University: Editing & Back Up

Editing RefWorks Records 

You can edit references one at time or in groups with global editing.  Directions are below.

Individual references

Use these 5 steps for making changes to one reference on your RefWorks site.  Or, to see fuller editing information from RefWorks click here.  

1. From a list of references in a folder, first find the reference you want to edit and click the magnifying class near the right side of the screen for that reference. This will show that reference in a View Full Reference window.

2. To begin editing the reference, click the Edit button near the bottom in the View Full Reference window.

3. Make a choice in the View fields used by pull down menu.  Then make other choices near top of the screen before scrolling down to make changes in the fields of the record.

4. Edit any field(s) as necessary (e.g., making changes to title, or author, etc.).

5. When finished click the Save Reference at bottom of the of the screen.  You will see a brief message at the right of the screen indicating your editing is complete.  Close the editing window when finished to continue other work in RefWorks. 

Global Editing - one set of steps below (or, click here to see a set of steps from the RefWorks help site)

Use these steps if you want to simultaneously enter identical information in a group of your references in a chosen folder.

1. As you look at look at your main RefWorks screen, select a folder that has references you wish to edit.  

2. Next, click the boxes next to references to edit, and in the middle of the screen find and click the Global Edit button (see small picture of a 'globe'). If you want to edit all of the references in that folder then skip clicking the boxes. 

3. In the Global Edit window, at the top make sure you click a bubble to indicate the References to Edit (for example, "Selected").

4. In the Global Edit window, you see you have choices for globally Adding, Moving, Replacing or Deleting information in/from chosen records.  You can click to see choices to add, move, replace, or delete.  AT FIRST DO LOOK at the choices you have in the pull down menus for adding, moving, etc.  Note: one useful field can be the "User" fields that you see. 

5. Type in the changes you want to make to the field in the empty text box, and when done click the Add Data button (or Move Data, or Replace Data, or Delete Data). 

6. You will see a number of prompts indicating what you are about to do and asking if you want to do those things - click OK if you do.  If you do these steps you will see a process message indicating your editing was completed, and you should be back at the screen of listed references in the folder where you began. You can click on the "magnifying glass" to view one of the references to verify the edits.

1. RefWorks offers a backup and restore feature that allows you create a file you can save to your computer and then restore if necessary. RefWorks also backs up all servers several times daily. All data saved using the Service resides on RefWorks servers which are hosted at an off-site location that is monitored 24 hours a day 7 days a week. Data backups are performed on a regular basis and stored in a separate location. When logged into RefWorks, the Backup & Restore option is under Tools.  To find steps on backing up and restoring, see the "Help" information on RefWorks by clicking launch help file under Help.

2. If you need to view or move your data, you may click and use the Export option under References on your main screen in RefWorks. Also, see steps in "Create Multiple RefWorks Accounts" in the "Collaborate/Share your RefWorks" tab above.