LibGuides: RefWorks: Edit References

Edit References

While adding to RW
After adding to RW

While Adding References

Using the Bookmarklet "Save to RefWorks"

When you click on the button to cite a web source, it displays a preview pane in which you can edit/add/remove information (aka metadata). Then save it to RefWorks.

Manually Creating a Reference

When writing a part of the title, click on the lightening icon on the right, and RefWorks will provide possible matches. If you find your source among these suggestions, click on it, and then you will be able to edit the metadata fields before saving it to your account. You can also add fields that are listed by default, if needed.

References already in RefWorks

A single Reference

Click on the reference, then in the pane on the side click on the pen/edit icon. You can change any information in any field, and you can also add/remove fields as needed. You may also create custom fields. When done, click on Save.

Multiple References at Once

Select more than one reference and go to Tools in the menu bar, and select Bulk Edit . You will be able to Add or Delete a specific field or replace text in a specific field in all the selected references. If the field already contains data, you will be given options what to do with this data.

Tags for Multiple References at Once

Select more than one reference and click on Add Tags in the menu bar. As you type, RefWorks will suggest pre-existing tags in your account. You may select from that list or continue typing to create new tags. Click Save, and the tag will be assigned to the selected references.

Missing Fields

Change the display of the References to Citation View in the style of your choice . RefWorks will display all fields where metadata is missing from the references: in blue for the recommended metadata for that citation style, and in yellow for the required fields. Click on the highlighted field to edit it.
PS: In case missing metadata is not highlighted, go to display menu, and click on the wheel icon next to Citation View, and tick "Highlight missing data".

Custom Fields

To edit/delete custom fields, go to your Name on the top right corner and click on Settings and scroll down to Custom Fields and click on Click on Add New Custom Field.

Go back to the references list and select one
Click on the Edit pen
Scroll down and Click on Add more fields
Type the name of the custom field and add it.