Skip to main content

RefWorks

NCU Library's preferred research management tool.

Sharing your Collections

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 .

  1. Click the Share & Export icon RefWorks Share & Export icon. or the Sharing menu item to start
RefWorks screenshot with an arrow pointing to the Share & Export icon.
  1. Select the collection to be shared and the groups with whom you will share it.

RefWorks Sharing Settings screenshot.

  1. 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

RefWorks Sharing Settings screenshot.

  1. Optionally, add a personal note
  2. 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.

RefWorks screenshot showing the sharing icon next to a folder.

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

RefWorks screenshot showing the Sharing Settings under the folder menu.

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

RefWorks Sharing Settings screenshot.

Sharing and Collaborating using Google Docs

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.        

View the RefWorks Add-on for Google Docs video below: