New RefWorks: Sharing and Collaborating

Have questions regarding the new RefWorks or need some technical support? Contact our Support Team for help.

E-mail us or telephone us +1- 800-521-0600 ext. 74440 or +1-734-997-4440

Support hours are:

Monday – Friday: 8:00 am – 9:00 pm Eastern Time

In addition, the new RefWorks Support Pages are available at any time.

More information about upgrading to the new RefWorks can be found at: http://www.proquest.com/go/upgrade-refworks

We offer several webinars on many different topics each month. Below are links to our schedule of upcoming sessions and recordings of recent ones.

Upcoming sessions and recordings

Informational webinars presented by the RefWorks Product Manager and recordings of past ones can be found at: http://www.proquest.com/go/upgrade-refworks

RefWorks allows for sharing outside your institution as well as inside, however, each person you share your collection with will need a RefWorks account in order to view your research (which they can create for free!). You can share with up to 10 people per collection for free account holders or an unlimited number of RefWorks users if you have an Institutional account.

1. Click the Share & Export icon  or the Sharing menu item to start

2. Select the collection to be shared and the groups with whom you will share it.

3. Type the email address of the person (add one at a time) and select the level of access for the person you're inviting:
   • Read – view items and read documents
   • Annotate – view items, read documents, and annotate documents
   • Modify – view/read/annotate documents, edit existing annotations, add documents, remove documents, and add a note to an item

4. Optionally, add a personal note
5. Click Share Collection

The person you've invited will get an email notification, and a notification inside RefWorks, where they can accept (or reject) the invitation. If the person doesn’t have a RefWorks account, they will be asked to create one.

Remember, when you share a collection any sub-collections are also shared.

Viewing a collection's sharing status

To view what collections you have shared, look for the sharing icon next to the collection name.

By selecting Sharing Settings from the menu, you can access the settings for your shared collection to modify them.

In the Sharing Settings you can also:

• change the sharing from "private" to "institution" (which gives everyone in your institution access to your collection)
• change individual access levels at any time after inviting someone
• remove individuals from your collection by clicking the 'x' to the right of each address in the list

Google makes it easy to collaborate with others on your paper.  Now you can take that a step further, by collaborating with other RefWorks users!

Share your Google Doc with anyone who has a RefWorks account and in addition to adding and editing text to your document, they can also add in-text citations and footnotes from their RefWorks account.   You can even collaborate using the same set of references by sharing your RefWorks collection with your collaborators.  Read more about sharing a collection.

Note:  Anyone you share with can also delete in-text citations you’ve included in your document, however, they cannot delete references from your RefWorks account.