WizFolio Overview
University of Toronto Libraries
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What is WizFolio?
WizFolio is an online research collaboration tool that can be used for citation
management and database searching. Using WizFolio, you can manage and share all types of
information including research papers, patents, documents, books, YouTube videos, web
snippets, and more. This tutorial will serve as a general introduction to WizFolio.
Creating a WizFolio account
1. To create a WizFolio account, first go to the WizFolio website:
https://www.WizFolio.com/
Organizing references in your database
New Folder
Rename Folder
Share Folder
Delete Folder
Refresh Folder
Adding references into your WizFolio database
There are four ways of importing references into your database.
Option 1: Entering Citations Manually
If you cannot import a reference directly into WizFolio, you can enter the information
manually.
Entering a Book Manually
1. Click on Add and select Manual Entry.
2. Select the type of reference you wish to add. In this case we will enter a book.
3. Fill out all the fields with the information provided in 3b.
a. Note: If you can fill out at least two fields of information (i.e. title and
author) you can then select Locate Bibliography (located in the top right of
this window). By selecting this option, WizFolio will locate bibliographic
data on the web that matches the information you have entered.
b. Author: George Orwell
Title: Animal Farm
Publisher: Houghton Mifflin School
Publication Year: 1997
ISSN: 0395796776
4. Once you have filled out all the fields, click Save. You have now entered a reference
manually.
 Note: The Locate Bibliography function may not work when locating journal
articles.
Option 2: Uploading Files
 Note: PDFs are the only format which will upload bibliographic data.
1. Begin by entering your search terms in a database.
2. Click any blue link that is preceded with [PDF]. Save the file to your computer.
3. Now we can upload this file to WizFolio. Within your WizFolio account, click Add
and select Upload File(s).
4. Browse for the PDF you just saved, and click Open.
5. Now WizFolio will search for bibliographic data within the PDF.
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 Note: You should always double check if WizFolio imported your data correctly.
Option 3: Import from Clipboard
1. Click Add and select Import from Clipboard.
2. Copy and paste the text below into the new window that loads and select Import.
Danny L. Jorgensen. (1989). Participant observation: A methodology for human
studies. Newbury Park, London, New Delhi: Sage Publications.
Ishikawa, M. (2009). University rankings, global models, and emerging hegemony:
Critical analysis from japan. Journal of Studies in International Education, 13(2), 159173. doi:10.1177/1028315308330853
3. WizFolio will import this data into your account.
Option 4: Import from database using RIS
You can use this import feature for databases that do not have a direct export option.
1. Go to the University of Toronto’s library catalogue page
(http://www.library.utoronto.ca/home/)
2. Select Popular Databases > Scopus (interdisciplinary)
a. Note: You may need to login using your utor ID
3. Enter your search terms and select Search.
4. Select the checkboxes for the citations you’d like to import into your WizFolio
account and hit Export at the top of the screen.
5. In the Export screen, click on the Export Format drop-down menu, then select RIS
Format (Reference Manager, ProCite, EndNote). In the Output drop-down menu,
select Complete Format, then hit Export.
6. A window will pop up where you can save the RIS file.
7. Now, within your WizFolio account, select Add > Import from RIS.
8. Browse your computer for the file you just saved, and select Open. The citation is
now in your WizFolio account.
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WizAdd
WizAdd is a web browsing tool that allows you to import bibliographic data from web pages
directly into your WizFolio account.
Installing WizAdd
1. In your WizFolio account, click on the WizAdd link in the top right corner of the
screen.
a. It looks like this:
2. Click and drag the WizAdd image into your Bookmark Toolbar. It looks like this:
Practice:
1. Go to http://www.bbc.co.uk/news/
2. Locate the search bar in the top right corner. Enter the search terms "would more
holiday be good for america"
3. Click on the result.
4. Now, click on your WizAdd bookmark
a. A new window will appear in your browser that looks like this:
b. At the bottom left corner of this window, you can select which folder you
would like to save the reference in by clicking on Save Selected Title(s) to.
 Note: The WizAdd feature allows you to edit the reference before it is imported into
your account. Select the Edit icon at the top left area of the WizAdd window and make
any necessary corrections.
5. Click Save. The citation will now be saved to your WizFolio account.
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WizCite
 Note: WizCite is currently only compatible with Word 2003 and 2007 (PC), and
OpenOffice 3.0 and above (PC and Mac).
1. In your WizFolio account, click on the WizCite link in the top right corner of the
screen.
a. It looks like this:
2. Click on the link that applies to you (PC or Mac).
3. Open the installation file and follow the instructions.
Using WizCite
1. Ensure that you have a Word document open, and click on the WizCite icon in the
toolbar.
A WizCite window will open at the bottom of the screen.
2. To insert a citation, place the cursor in the location of your Word document where
you would like the citation to appear. Click on the insert citation icon.
The citation will appear in the text of the document and the complete citation will
appear at the end of the document listed under the heading References.
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Helpful resources
WizFolio – http://www.wizfolio.com
WizFolio help – https://help.wizfolio.com/Contents/QuickStart.aspx?video=1
University of Toronto Libraries – http://www.library.utoronto.ca/home/
UTL Workshops – http://discover.library.utoronto.ca/utl_help/library-classes
For more information on WizCite, or for detailed information on today’s
workshop, please see the Scholars Portal wiki (web address TBA).
Notes:
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