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ProQuest Flow: Adding References Manually

Guide to using ProQuest Flow

Need Help?

Have questions regarding Flow or need some technical support? Contact our Support Team for help.

email us or

tel. +1. 800-521-0600 ext. 74440 or +1.734-997-4440

Support hours are:

Monday – Thursday: 8:00 am – 11:00 pm ET

Friday: 8:00 am – 8:00 pm ET

Sunday: 2:00 pm – 11:00 pm ET

Flow Webinars

We offer several webinars on many different topics each month. Below are links to our schedule of upcoming sessions and recordings of recent ones.

Upcoming sessions and recordings:

For Users

For Administrators

 

We also offer a series of brief video tutorials:

Flow Training Videos

Adding References Manually

To add an item to Flow, click the "Add"  icon at the top of the page and select "Create New Reference".  If you plan on adding the item to an existing collection, click on the collection first, then click the "Add  icon.

 

You'll have three options:

  • Drag and drop a file (or files)
  • Select an existing file from your computer
  • Manually add the record by typing in the data


You can drag and drop a document (.pdf, .doc, etc.) directly into the "Drop file here" box or click "select a file from your computer" to upload an existing MS Office, Open Office or .pdf file from your computer.   Only 1 document per item allowed. 

Tip:  If you have multiple documents to add to Flow, you can select and drag them all at once.  Flow will create separate items for each.

Regardless of which option you choose, Flow uses its document recognition feature to attempt to auto-complete the reference fields on the page.  Flow’s document recognition feature is compiled from a combination of authoritative citation sources, ProQuest databases, and end-user generated content and is continually revised and optimized to deliver the best possible results. 

You can change the reference type, manually edit the reference fields and additional fields can be added using the "Add more fields" drop down box at the bottom of the page. 

If you do not have a file to upload, simply populate the blank fields by typing in the necessary information.

Once you have manually added your item using one of these options, click "Save" and your item will be added to your Flow library

Uploading One or More Documents from your Computer

Flow makes it really easy to get documents into your computer – just drag and drop one or more files and Flow will do the rest!
 
If you want to add your documents to a specific collection, make sure you’re viewing the collection first, then drag and drop the file(s).    If you’re dragging multiple files, Flow will create a separate item for each document.  Otherwise, drag and drop documents in the “All Documents” view and you can file them in collections once they are uploaded.
 
If you’re not sure where the file is on your computer, you can also click the “Add”   icon, then click the “Select a file from my computer” link to browse and search your computer.  Note: this option allows you to upload only one document at a time.
 
Regardless of how you add your documents, Flow will try to recognize and populate the reference information using our document authority.  Flow will present you with possible matches which you can select to populate the reference fields.
 
If no reference information is provided, you can manually enter the information.  Make sure to click the “Save” button to save the reference information.

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