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Citation Management Software

This guide provides information on RefWorks, EndNote, and Zotero.

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.

Select the reference with the document and click the "Read" button in the viewing pane on the right to read and annotate the document.

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

The tool bar at the top provides many options to annotate or print your document.

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 icon is a piece of paper with a folded edge. from the reader menu and enter your notes. 

Click the document notes icon on the right to display or enter notes.

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 The icon to highlight text is a capital A in a dark box.and select words of text by clicking and dragging through the lines of text.

Example of highlighted text.

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

Example of how to remove the highlighted text.

You may also click and drag using the Comment icon The comment icon is a speech bubble.to highlight the text and associate a comment with it.

Example of adding comments to the document.

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.

Example of how to change the color of your comment.

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. 

Example of the note indicator on the right of the document.

Once you type a note, it is automatically saved.

Subjects: Health Sciences

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