Viewing References

There are several ways to view your references and a variety of functions may be performed from each view.  They are explained in detail below.

View All References
View by Folder
View Duplicates
Search Results View
View in Read-only Mode

View All References

This option, available by clicking on the View All button, displays all of the references in your database.  To change the sort of your view, select the desired option from the Sort by drop down box on the top right.  To view the details of the reference or to edit the reference, click on the appropriate link in the top right corner of the reference.

From this view you can also delete references, add them to a folder or add a descriptor.  First, select the appropriate references by doing one of the following:

  1. Click in the box next to Ref ID to select specific references.  These marks are NOT saved if you go to the next page so the edit must be performed on the first page before moving on.
  2. Click on the Page selection to perform the edit on the entire page (a full page is 25 references).
  3. Click on All in List to select the entire list which is currently in the view area in this case the entire database.
Function Description
Delete Removes the specified references from the database entirely.
Put in Folder... Adds the specified references to a folder.  Select the folder from the drop down box which says Put in Folder...  The references will still be in the list you are viewing and will also be displayed in the new folder when you view it.  (NOTE:  This is not a second copy of the reference - it is the exact same reference displayed in a different folder.  If you perform an edit on the reference the changes will show in both places.)
Add Descriptor Pops up a box for you to type in a descriptor that you want added to all of the specified references.  You can add more than one descriptor at one time by separating the terms with a semi-colon.  For example, to add Climate and Weather to the group type:  climate;weather.

View by Folder

The program comes with one folder set up, Last Imported, and it appears in the View Folder drop down list along with the folders you created in the Organize Folder area of the program.  (If you opened the Sample Database you will also have a Sample Database folder.)  From the list select the folder you want to view.  To change the sort of your view, select Authors Primary, Pub Year, Ref ID, Ref Type or Title Primary from the Sort by drop down box on the top right.  To view the details of the reference or to edit the reference, click on the appropriate link in the top right corner of the reference.

From the folder view you can delete references, add them to another folder, remove them from the selected folder or add a descriptor.  First, select the appropriate references by doing one of the following:

  1. Click in the box next to Ref ID to select specific references.  These marks are NOT saved if you go to the next page so the edit must be performed on the first page before moving on.
  2. Click on the Page selection to perform the edit on the entire page (a full page is 25 references).
  3. Click on All in List to select the entire list which is currently in the view area.
Function Description
Delete Removes the specified references from the database entirely, regardless of whether the references are included in another folder.
Put in Folder... Adds the specified references to another folder.  Select the folder from the drop down box which says Put in Folder...  The references will still be in the list you are viewing and will also be displayed in the new folder when you view it.  (NOTE:  This is not a second copy of the reference - it is the exact same reference displayed in a different folder.  If you perform an edit on the reference the changes will show in both places.)
Remove from Folder Takes the reference out of this folder but it will still remain in the database.
Add Descriptor Pops up a box for you to type in a descriptor that you want added to all of the specified references.  You can add more than one descriptor at one time by separating the terms with a semi-colon.  For example, to add Climate and Weather to the group type:  climate;weather.

View Duplicates

To check for duplicates in your database, click on the View Duplicates button.  Duplicate checking is done by comparing a combination of Author Names, Title and Year of Publication.  It is a loose comparison so may result in displaying references that are not exact matches.  This allows duplicates to be found even if there are minor errors in the data.  To remove the real duplicates from the database, mark the reference you wish to delete by clicking in the box next to the Ref ID (these marks are NOT saved if you go to the next page so the delete must be performed on the first page before moving on).  After you have reviewed each reference, click on Delete to remove them from the database.

Search Results View

After you have performed a search either in Quick or Advanced Search, the results will be displayed in the view area.  For details on the search options and results go to Quick Search or Advanced Search.

From this view you can delete references, add them to a folder or add a descriptor.  To perform these functions first select the references you want to edit.  There are three ways to select references:

  1. Click in the box next to Ref ID to select specific references.  These marks are NOT saved if you go to the next page so the edit must be performed on the first page before moving on.
  2. Click on the Page selection to perform the edit on the entire page (a full page is 25 references).
  3. Click on All in List to select the entire list which is currently in the view area.
Function Description
Delete Removes the specified references from the database entirely, regardless of whether they are contained in a specific folder.
Put in Folder... Adds the specified references to a folder.  Select the folder from the drop down box which says Put in Folder...  The references will still be in the list you are viewing and will also be displayed in the new folder when you view it.  (NOTE:  This is not a second copy of the reference - it is the exact same reference displayed in a different folder.  If you perform an edit on the reference the changes will show in both places.)
Add Descriptor Pops up a box for you to type in a descriptor that you want added to all of the specified references.  You can add more than one descriptor at one time by separating the terms with a semi-colon.  For example, to add Climate and Weather to the group type:  climate;weather.

Viewing in Read-only Mode

If you are viewing the program using a Read-only password there are many functions that are not available to you.  You can, however, still search the database, export references and create bibliographies either from a manuscript or from a reference list.  See Read-only for more details.