Answered By: Rachel Lerner
Last Updated: Mar 17, 2020     Views: 5

Adding a custom field to all of your references requires a bit of pre-work, but you will only have to do the first three steps once to set up the feature.

1. Login to your RefWorks account.

2. Navigate to Settings by clicking your name in the top left corner, then choosing the Settings option.

 

3. Scroll all the way to the bottom of the page to the Custom Fields heading. There, rename one of the custom fields to whatever you want your comments section to be titled.** Click Save once you are finished naming your new field.

**We do not recommend using the name Notes because there is a field that uses that name already for metadata notes.

 

4. Navigate to your reference list my clicking on either All References on the left side of the page or the specific folder to which you would like to navigate. 

 

5. Click on the reference you would like to annotate. Then choose the Edit option at the top right corner of the pop-out screen that looks like a pencil. 

 

6. Scroll to the bottom of the edit screen, where you will see a blue Add More Fields button. Click it. 

 

7. Start typing the name of the field you created into the search bar, or scroll to find your field. Select the field you created for comments.

 

8. Your new field will appear on the edit screen at the bottom of the page. Click into the field and start typing. When you are finished, click Save at the top of the edit screen.

 

You have now added a comment to your record!

The custom record will remain available for you to use forever. You will only need to set it up once (steps 1-3). 

 

To learn more about RefWorks, consult this guide:

https://libraryguides.quinnipiac.edu/NetterNewRefworks

 

 

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