In IUCAT, how do I use Folders to save and organize my search results?

IUCAT Folders let you keep track of groups of items owned by the IU Libraries and refer back to them later. When logged into IUCAT, you can use the Folders feature to do the following:

  • Save items for use in later sessions
  • Re-order references within folders
  • Create multiple folders in which to store items
  • Choose to share folders publicly
  • Export references within folders as citations or to EndNote and RefWorks

On this page:


Default folders

Any IUCAT user has access to a default folder for storing items. Unaffiliated users may store items temporarily (during a single search session).

Affiliated users (current IU students, faculty, and staff) can create multiple folders.

Creating a new folder

To save items to a folder other than the default folder, you must first create a new folder:

  1. Make sure you are logged into IUCAT.
  2. In the navigation bar, click Folders, and then Create a New Folder.
  3. In the "Name" box, type a name for your folder.
  4. Select one of the Visibility radio buttons.
  5. Click Create Folder.

Accessing folders

Folders are saved to your IUCAT profile. You must be signed into your IUCAT account to save items to a folder.

  1. To access your folders, click Folders in the navigation bar.
  2. Select the name of your folder from the drop-down menu, or choose Show All to view all of your folders.
Note:
The Folders drop-down menu shows only the most recent 5 folders. If you do not see your folder in the menu, select Show All.
IUCAT folders drop-down menu

Saving items to a default or existing folder

Option 1

  1. Click the check box next to one or more items in your results list, or use the Select all checkbox.
  2. Select the down arrow at the right of the Add to Folders drop-down box and choose a default or existing folder. Select the folder to which you would like to add checked items. IUCAT search results selected for adding to folder
  3. Click Save.
  4. A confirmation message appears near the top of the screen, and any checked boxes are cleared. Confirmation that selected items from IUCAT search were added to a folder

Option 2

  1. On a detailed item record, scroll down to the "Tools" section.
  2. Select the folder name from the Add to folder drop-down menu.
    Note:
    If the item is already in a folder, it will be listed in "Folders" section. If you try to the item to the folder in which it is stored, you will see a message indicating that the item was previously added to the folder.
Message received after attempting to add an item to a folder in which it is already stored

This is document bfvk in the Knowledge Base.
Last modified on 2017-05-08 08:47:08.

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