Customizing RefWorks

The Customize area is where you can make some choices about how your references display, whether you want to enable certain features, even rename specific fields in your account.

The Customize area has six sections:

To access the Customize area, click on the link along the top of the web page or click Customize on the Quick Access bar.

Reference List Options

Number of References Per Page

By default, only 25 references will display per page.  You can change the number of records displayed.  Replace the current References Per Page number and click Save.  You can choose to display up to 500 records per page, however, the more records per page you display, the longer it can take to appear on your screen.  

Note:  if you set a large numbers of references on a page to display, it will take several seconds for each page to load.  If you find that the pages are loading too slowly, we suggest lowering the number displayed per page.

Output Style Choices for Reference View

There are several ways to view your references and a variety of functions may be performed from each view. To learn more about the all the view, see Viewing References.  You can also learn about the functions that can be performed from each view, see Managing References.

To choose up to three output styles "views" in addition to the regular views offered (Standard View, One line/Cite view and Full View):

1. Select Customize from the upper right-hand corner of your account.

2.  Select an output style from the drop-down (You can choose one for each of the three drop-downs for a total of three choices).

3.  Click Save Customized Settings at the bottom of the page.

To view your references in one of these output styles, go to View all References, or View/Folders and select a folder.

In the Switch to drop-down, select your output style.  The screen will refresh and your references will be displayed according to the output style chosen.

Selecting output styles for viewing your references is a good way to get a preview of how your references would look in a bibliography.

Show Folder Information for Each Reference

In any View of your references (with the exception of One line/Cite view), RefWorks can display the name(s) of the folders your reference is stored in.  

In the grey record separator, in the right-hand corner, a folder icon is displayed along with the name(s) of the folders the reference is stored in.  

You can enable or disable this feature in the Customize area.  Simply select Yes to have the folder names displayed or No if you do not want them to display.  Yes is selected by default.

Author Resolver™ Links

RefWorks features an author information service that links author names from your RefWorks database to possible matching concise profiles about the authors. The Author Resolver™ service draws from Scholar Universe™, a multi-disciplinary, editorially controlled database of nearly 2 million authors, researchers, and scholars. The Author Resolver™ concise profile includes an author’s current affiliation, education, a statement of expertise and most recent publications.

Within your RefWorks database, an su.gif  icon displayed next to an author name indicates a potential author profile match. When you click on the su.gif icon, a new window opens up displaying a list of potential profile matches.

The level of confidence of the accuracy of the match is indicated with bars; the higher the bars, the more likely it is that a profile is an accurate match to your selected author.  You can determine when RefWorks will display the person icon by selecting a level of certainty (bars), as we well as having the option to disable the feature.

By default, the Show 2 Bars or More option is selected.  Make any changes by selecting a new option from the drop-down.  Make sure to save your changes by clicking on the Save button at the bottom of the page.

Automatically Mark Duplicates

RefWorks automatically marks duplicates (the most recently added record) for deletion when the duplicate check is performed. If you have more than two copies of the record, only the most recently added record will be marked for deletion.  You can disable this automatic selection by selecting No to the Automatically Mark Duplicates option.  Don't forget to save your changes.

Start Up Options

In this area, you can designate a specific folder to open when you log into your RefWorks account.  By default, RefWorks will open to the All References view, unless you select a specific folder from the drop-down.

You can also choose a default sort order for your references.  The default sort order is Author, Primary, however you can select any of our sort options from the drop-down.

Another start up option is the data sort language.  This option allows users to determine the language they would like their records to sort in.  This option impacts viewing of references in the search results when searching within RefWorks, as well as the various Lookups (Author, Descriptor, Periodical) and how references lists and bibliographies are sorted.

Search results from the Search/Online Catalog or Database area are not included as the sort is determined by the data vendor/catalog you are searching.

To create Start Up Options:

1. Select the folder, sort order or language from the drop-down menus.

2. Click Save Customized Settings.

Import Options

Import options is where you can set a default Source Type by choosing either Print or Electronic from the drop-down.  Any records imported (via direct export or tagged text)will be given the source type you select.  By default, the source type is Print.  The source type can influence your output in a bibliography, depending on the output style you choose.

You can also choose to Show Option for Global Edit of Electronic Source Related fields automatically display for editing upon import.  The Electronic Source Related fields allow you to easily add electronic source information such as data source, database name, links to the data vendor and the last imported date.  If you fill in this information after an import, all records in your last imported folder will be globally edited with that information.

RefWorks Links

The RefWorks Links area is where you can enable/disable linking to:

When you enable linking, an icon appears along with various links back to the data vendor for additional information.  Click here for information on RefWorks: Scopus Edition linking or here for information on PubMed Links.

Reference Edit Options

The Reference Edit Options is where you can enable or disable the Term Assistant feature.  The Term Assistant assists you when entering information in the author, periodical or descriptor fields.  For more information on the Term Assistant, click here.

You can also set a default Output Language for any imported or manually entered references.  To set a Default Output Language:

User Field Options

There are 15 separate User Definable fields to which users may add personal notes and comments. These fields can be assigned custom field names that display when adding a new reference, editing a new reference, in the output style editor and in the Advanced Search options.

Custom labels are applied throughout your RefWorks database -- all records will have the same field label for the User Defined field you assign it to.

To add a custom field label: