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RefWorks

A guide to using the citation manager RefWorks

Sharing your Collections using Word

Your RefWorks collections can be shared with other registered users within Iona  University.  Each person you share your collection with will need a RefWorks account created prior to sharing in order to view your research .

  1. Click the Share & Export icon export icon or the Sharing menu item to start
Arrows pointing to export icon and sharing icon
  1. Select the collection to be shared and the groups with whom you will share it.

sharing setting box - choose a collection - only invited people may access highlighted

  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

sharing setting box, settings for gravitional waves, only invited people may access, homer@refworks.com can read, share collection button on bottom

  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.

sharing icon highlighted next to gravitational waves

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

sharing icon on left side of gravitational waves, three dots on right side which brings up drop-down menu

In the Sharing Settings you can also:

  • 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

sharing setting box for gravitational waves, shared with three people, options: can read, can modify, can annotate; unshare collection and done buttons on bottom