Thursday, May 22, 2008

Can I make the file names stored in User 5 field appear in Refworks' "Standard View?"

To restate the question: I've saved full-text for many articles and have added the file names to the User 5 fields in the corresponding RefWorks records. Can I make the file names stored in User 5 field appear in Refworks' "Standard View?"

You can't add a field to the existing "Standard View" but you can customize your account to include a version of the Standard View that includes User 5. Does an output style like the following (where, " Drug Ther Bull 2007 p29.pdf " is the document name that the account user added to User Field 5) meet your needs?

Title: Is there a place for duloxetine?
Authors: Anonymous
Source: Drug and Therapeutics Bulletin, 2007, 45(4):29-32, England.
Document Name: Drug Ther Bull 2007 p29.pdf

If this output style meets your needs, follow the steps below. If you want to use a different field for the document name or if you need a revised format, contact Cindy.

Obtain the "Standard View with Document Name" output style.
1. Click here to download the "Standard View with Document Name.zip" file.
2. When the "File Download" dialog box appears, click the "Save" button.
3. When the "Save as" dialog box appears, select a "Save in" location that you will remember and click the "Save" button.

Add the "Standard View with Document Name" output style to your RefWorks account.
1. Log into your RefWorks account.
2. Use the "References" menu to select "Backup/Restore."
3. You may wish to create a backup copy of your account before continuing. This will protect you from disasterous problems that could occur if you fail to follow the succeeding steps exactly. To create a backup:
3a. Retain the default "Backup" selection.
3b. Make sure all boxes are checked ("Include References," ""Include RSS feeds," etc.)
3c. Click on "Perform Backup."
3d. When the "File Download" box appears, click on "Save."
3e. When the "Save As" dialog box appears, select a "Save in" location and "File Name" you will remember. Do not change the default "Save as type."
3f. Click on the "Save" button.
4. Use the "References" menu to select "Backup/Restore."
5. This time, click on the circle in front of "Restore."
6. Click the "Browse" button.
7. The "Choose File" dialog box will appear. Use it to locate the Standard View with Document Name.zip file you saved earlier and click the "Open" button.
8. On the "Backup/Restore" screen, click the box in front of " Include Output Styles." Do not select any of the other boxes!!
9. Click on the "Perform Restore" button.
10. The -- Output Style Restore :"Standard View with Document Name" was added to your list of output styles
-- message should appear.

Customize your account so that you can preview references in the "Standard View with Document Name" format
1. Use the RefWorks "Tools" menu to select "Customize."
2. In the "Reference List Options" section, use one of your three " Output Styles Choices for Reference View" drop-down menus to select "Standard View with Document Name." (this option will appear in red in the list of output styles.)
3. If you would like the words "Document Name" to appear on the "Edit" screen next to User Field 5 (instead of the words "User 5"), scroll down to the "User Field Options" section of the "Customize" page and type – Document Name – in the "User 5 Field Name" box.
4. Click on the "Save" button at the bottom of the page.

To check your work
1. Use the "Folders" menu to select "View" and then a specific folder.
2. When the references appear, use the "Switch to" menu to select "Standard View with Document Name."

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