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RefWorks: Reading and Annotating Documents

Need Help?

Have questions regarding the new RefWorks or need technical support?

Contact our Support Team for help, or, submit a case.

Telephone support hours are generally:

  • Monday – Friday: 6:00 am – 7:45 pm Eastern Time
  • Monday – Friday: 3:00 am – 4:45 pm Pacific Time

Weekend support is not available via telephone.

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

More information about upgrading to the new RefWorks can be found on our

New RefWorks Webinars & Screencasts

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

Our New RefWorks screencasts are available 24/7 on our YouTube Channel.

Reading Documents in RefWorks

RefWorks has a built-in reader – no need for a .pdf reader or special app to read your documents.  You can read and access supported documents anywhere, with just a web browser. 

Simply select the reference with the document and click the "Read" button in the viewing pane.  The full document or article will open for you to read and annotate.  If the item does not contain a document, the reference metadata will display.

citation list showing Read option

 

You have several options, all of which can be found on the tool bar on the top of the page:

  • Return to your collection
  • Zoom in or zoom out on the document for enhanced viewing
  • Print a copy of the document
  • Download a PDF version of the document to your computer
  • Highlight certain portions of the text
  • Comment on the selected text
  • Add notes to the document that you are viewing
  • Edit the document reference data

Toolbar showing options

Annotating Documents in RefWorks

You can annotate any of your own documents saved in RefWorks. You may be able to annotate documents shared with you if you have been given permission to annotate and/or modify the document. 

To annotate a document, select the reference with the document and click the "Read" button in the viewing pane. The document will display in the reader.   Click the Document Notes icon Document Notes Icon from the reader menu and enter your notes. 

Document notes icon in RefWorks

If you wish to make highlight areas of text, select the text area you wish to make a note for using the Highlight Selected Text icon highlight selected text iconand select words of text by clicking and dragging through the lines of text.

highlighting text

To remove highlighting, click the highlighted area until the delete option displays.  Click "Delete Conversation".

delete conversation

You may also click and drag using the Comment icon comment iconto highlight the text and associate a comment with it.

using the comment icon

You can change the color of your note and the associated highlighted text, edit your note or you can delete your note completely by clicking on the three dots at the far right in the note.

chaging the note color

A note indicator will also appear to the far right of the selected area and you may access the note in the manner as well. 

accessing the note

Once you type a note, it is automatically saved.

Accessing your Documents Offline

RefWorks allows you to view and read your documents without being connected to the internet using a service called Dropbox.   You’ll need to download the Dropbox installer and create a Dropbox account which you will link to your RefWorks account.
 
To link RefWorks to Dropbox:
 
1.       Log into RefWorks.

2.       Click your name, then select “Tools”

3.       In the "General" area, scroll down the page until you see a section of the page called “Dropbox”.  Click the “Connect” button.
connect button

4.     If you have a Dropbox account, enter your login credentials and click “Sign in”.  If you are new to Dropbox, click the “create an account” link on the Dropbox site and download and install Dropbox on your computer.
 
5       You’ll be asked to give RefWorks permission to create a folder in your Dropbox called “ProQuest RefWorks” in your Apps folder.  This is where RefWorks will place a copy of your articles.
 
You can only store your own articles in Dropbox – articles in shared collections are not included.  All of your articles (regardless of what Collection they are filed in) are saved to your ProQuest RefWorks folder in your Apps folder.
 
After you first set up your connection from RefWorks to Dropbox, newly uploaded documents  you save to RefWorks are automatically saved in Dropbox as well as.  When you remove a document from your RefWorks library, we’ll also remove it from Dropbox as well.
 
To disconnect your RefWorks account from Dropbox:
 
1.       Log in to RefWorks.

2.       Click your name, then select “Tools”

3.       In the "General" area, scroll down and click the “Unlink” button in the Dropbox area of the page.
unlink button

 
RefWorks will no longer sync your files with Dropbox.  Articles currently in your ProQuest RefWorks folder in Dropbox will remain.

If you need to change your Dropbox account associated with RefWorks, see these directions on how to do so.