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RefWorks: Reading and Annotating Documents

Reading Documents in RefWorks

RefWorks has a built-in reader, so you can read full text you have saved to your account without needing Adobe Acrobat or other software. 

1) Select the reference with the document and choose the "Read" button in the viewing pane. The full document or article will open for you to read and annotate. If the reference does not contain a document, only the metadata will display (i.e., citation and abstract).


2) Once you are in Read mode, there are several options 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

Accessing your Documents Offline

You can view and read documents in your RefWorks account offline with Dropbox. First 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.

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.

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.

Annotating Documents in RefWorks

RefWorks has annotation tools as part of its built-in Reader. You can annotate documents added to your RefWorks account, or ones shared with you by someone who has given you permission to annotate them. 

FYI: Annotations can only be seen within the RefWorks Reader. They will not appear on downloaded or printed documents.

1) To annotate a document, select the reference with the document and choose the Read button in the viewing pane. The document will display within the Reader. Choose the Document Notes icon  from the reader menu and enter your notes. 

2) To make notes on specific text, select the Highlight Text icon  and drag cursor over desired text area. Then click on the highlighted text and choose Add Comment.

To remove highlighting, click the highlighted area and choose Delete Conversation.

3) Alternatively, select the Comment icon then drag cursor over text to associate a comment with it.

4) Notes can be changed by choosing the three dots on right side of a note. You can change the color of a note and the associated highlighted text, edit a note, or delete a note.

Once a note is added, a note icon appears to the far right of the selected area. You can access and edit notes by choosing that icon as well. 

Notes are automatically saved. | 503.943.7111 or 800.841.8261 | 5000 N. Willamette Blvd., Portland, OR 97203-5798 | © 2017 University of Portland, All Rights Reserved