Edit a Single Reference
In Normal View
Click on the reference in the reference list. In Reference Preview pane click on the pencil icon to open Reference Editor pane.
Click Show all fields in Reference Edit pane to see all available fields.
Or, click Add more fields... to add specific fields.
Find and Complete Reference Feature
Reference details can be auto populated using the Find and Complete Reference feature. This is available in fields: Title, ISSN, ISBN and DOI. See here for more information. See Find and Complete Reference Feature.
In Table View
Click on the reference in the reference list, Reference Editor pane opens automatically.
In Full View
Click the pencil icon to open Reference Edit pane, or click on the field to open Reference Editor pane and place go directly to field.
In Citation View
Click on the reference in the reference list. In Reference Preview pane click on the pencil icon to open Reference Editor pane.
Rich-text edit is available when selecting contents within text fields: Title, Alternate Title, Abstract, Notes, and custom fields.
Edit References in Bulk
Select references that should be edited in bulk in the reference list, or go to folder. Click on Bulk edit under Tools in Reference and Tools Actions menu.
Optionally, select to edit all references and not only selected references.
Select whether to add a field, delete a field, or replace part or entire value in a field.
Bulk Edit Add
Add: add a field or add to the electronic source fields.
Add a field
Select Add, select the field name, enter the value, and select what to do if the field already contains a value: leave the value alone, overwrite the value, or append the new value to the existing value. Click on Add data.
Date field cannot be appended.
Click Yes in the confirmation dialog box.
This action cannot be undone.
Add to the electronic source fields
Select Add, select Add to electronic source fields, enter values for Source Name, Source DB, URL, and/or Date Retrieved. Select what to do if the field already contains a value: leave the value alone, overwrite the value, or append the new value to the existing value. Click on Add data.
Click Yes in the confirmation dialog box.
This action cannot be undone.
Bulk Edit Delete
Select Delete, select the field, click Delete Data.
Click Yes in the confirmation dialog box.
This action cannot be undone.
Bulk Edit Replace
Select Replace, select the field, type in text to replace. Select to Match Case and/or Match Word. Type in new text to replace existing text. Click in Replace data.
Only simple text strings are supported. Regular expressions are not supported. Every instance of the matching text in the selected field is replaced with the new text.
Click Yes in the confirmation dialog box.
This action cannot be undone.
Duplicate a Reference
Select the reference to duplicate. In the Reference View pane, click on the Create Duplicate icon.
Or, in Reference Editor pane, click Create Duplicate button
Make changes to any field in Reference Editor, if needed. Click Save. New reference will have a unique Ref ID. Attachments are not automatically duplicated and must be attached, if needed.
Delete References
Select the reference(s) to be moved Trash folder. Click on Delete on the Restore Reference and Tools Actions menu. Click Move Selected to Trash.
When in Folder, reference can removed from Folder. It will remain in All References but Folder assignment will be removed.
Restore Deleted References
Deleted references can be restored from trash folder.
In Trash folder, select references to be restored and click Restore Reference and Tools Actions menu. If deleted from folder, references are restored to the same folder.