Thursday, May 22, 2008

I want to use RefWorks Ref ID numbers as names for my saved full-text articles. Will this naming system work if I need to create a second account?

Perhaps.

You can replicate the contents (including RefID numbers) of an original account in a new account. However, your ability to force a reference to have the same Ref ID number in the two accounts ends after you've imported the initial group of records into the new account. If you add the same reference to the two accounts at a later date, you won't be able to force that reference to have the same RefID number in the two different accounts.

To create a second account with the same initial contents (including RefIDs) as an already established account:
Create a Backup of Your Original Account.

1. Open the already established account.
2. Use the "References" menu to select "Backup/Restore."
3. Click on "Perform Backup."
4. When the "File Download" dialog box appears, click on the "Save" button.
5. 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."
6. Click on the "Save" button.
7. Log-out of the established account.

Use the Backup to Populate Your new Account.
8. Create your new Refworks account. Do not use an account that already contains references.
9. Use the "References" menu to select "Backup/Restore."
10. Click on the circle in front of "Restore."
11. Click on the box in front of "Include References." Click on the other boxes if appropriate.
12. Click on the "Browse" button.
13. In the "Choose File" dialog box, select the saved backup of your original account (from step 6).
14. Click the "Open" button.15. Click the "Perform Restore" button.

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