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RefWorks User
Quick Start Guide
VERSION 6.0
LOGGING IN
• Access www.refworks.com/refworks and then
enter your personal Login Name and Password.
(First- me users need to sign up for an individual
account following the screen prompts.)

• NOTE: Remote users, accessing RefWorks
from oﬀ -site or from a non-registered IP address,
must either enter the “Group Code” prior to the
personal Login Name and Password or log-in via
the organiza on’s proxy server.
www.refworks.com
Technical Services
support@refworks.com
+1.775.327.4105

Crea ng Your RefWorks Database
RefWorks provides a number of op ons for adding data to your database.
Impor ng Data Directly
Impor ng Data from Saved Text Files
B
References can be imported into RefWorks from a text
ﬁ le (.txt) created by saving references from a wide variety
of online services and other bibliographic management
programs.
A1
1. Retrieve the results you want to export from the online
service or bibliographic manager, and save them to a text
ﬁ le. If the database vendor lists several diﬀ erent formats
for saving the references, see the RefWorks Help ﬁ le for
further details on the appropriate selec on.
2. Access your RefWorks account and click References from
the drop-down menu; then select Import.
3. On the subsequent menu, access the drop-down menu next
to Import Filter/Data Source and click the source of the
data.
A2
B
4. Click on the Database drop-down menu and select the
source database.
1. Under the save or export func on within the online service,
5. Click on the Import References Into Folder menu and
select or click onto the save to RefWorks op on. A1
designate the speciﬁ c folder where you want to ﬁ le the
2. If you have your RefWorks account already open, the
imported references. If you do not choose a folder, the
import will automa cally begin. If not, then you will be
references will automa cally go into a folder tled Last
prompted to the RefWorks login page; a er you login, the
Imported Folder.
import will automa cally begin.
6. Enter ﬁ le name into Import Data from the following Text
3. Select View Last Imported Folder to review the imported
File by browsing and selec ng or manually typing in the ﬁ le
records.
name.
Helpful Hint: Every reference added to RefWorks (whether imported
7. Click on Import at the bo om of the screen. When the
or entered manually) is given a print or electronic designa on called
import is complete, select View Last Imported Folder to
Source Type. This assists in ensuring you have all the relevant data
review and modify the imported references.
REQUIRED in your bibliography. A default Source Type may have been
set by your local Administrator. Users can set their own source type in
Helpful Hint: An up-to-date lis ng of all online services and databases
the Tools menu, Customize area. A2
that are supported by RefWorks can be found in the Import area by
clicking on the List of Filters and Databases link.
Conver ng References from Other
Impor ng from RSS (Really Simple Syndica on)
Bibliographic Management Products
Feeds
RefWorks is compa ble with a number of other bibliographic

RefWorks has integrated an RSS Feed Reader so you can easily
management products. You can easily convert an exis ng
add your favorite RSS Feeds from publishers and websites,
bibliographic management database such as EndNote into
view the informa on and import data into your RefWorks
RefWorks.
database.
For details related to impor ng data from speciﬁ c individual
bibliographic management products, please refer to the online
1. Locate the RSS Feed you wish to include.
Help sec on of RefWorks.
2. Right mouse-click on the RSS Feed icon or link and select
Copy Shortcut.
3. From within RefWorks, select RSS Feed from the Search
Menu.
4. Paste the shortcut into the text bar and click the Add RSS
Feed bu on.
5. Launch the RSS Feed by clicking on the name link. Your
feed results will be displayed in a separate window for
selec on and impor ng.

Crea ng Your RefWorks Database (Con nued)
Manually Entering References
Impor ng from Online Catalogs or
Databases
E
You can use RefWorks as a search interface for a number of
C
online resources. R
E
efWorks provides access to a number
1. Select References from the pull-down menu tool bar and
of publicly available services such as NLM’s PubMed as well as
then choose Add New Reference.
many universi es’ Online Catalogs. Addi onally, ins tu onal
2. Select a poten al bibliographic output style (e.g., APA,
subscribers may also provide access to subscrip on-based
Chicago, MLA) under View ﬁ elds used by to enable the
online services (e.g., Ovid or ProQuest) through RefWorks.
AccuCite feature. C
3. Designate the type of reference you are entering (e.g.
journal, book or disserta on) under Ref Type. Field names
marked with a green checkmark ( ) indicate recommended
informa on needed to produce an accurate bibliography
for the selected output style and reference type. These
ﬁ elds are not required to save the actual reference in
RefWorks.
4. Enter informa on in the boxes provided and click Save
when ﬁ nished.
F
A aching Files to a Reference
1. From the Search pull-down menu, select Online Catalog or
Database.
2. Under Online Database to Search, select a database from
the drop down menu.
3. Select the Max. Number of References to Download from
the drop-down menu.
4. Enter terms in either the Quick Search for: or in the
Advanced Search for: box.
5. Click on Search to begin your search. A new window will
open displaying your search results.
6. Select the references you wish to import into your
RefWorks account and click Import. F
D
You can a ach ﬁ les when adding a new reference manually
or edi ng an exis ng reference. A achments can be any
type of computer ﬁ le (PDF, TIF, JPG, GIF etc.) that you want to
associate with the bibliographic informa on you store in your
RefWorks database. For further instruc ons on a aching ﬁ les
to your references, please refer to the Help ﬁ le.
Technical
1. Select a reference in your database; click on Edit.
Services

2. Click on Browse. Select a ﬁ le to a ach. Select Open. D
support@refworks.com
3. Click on Add a achment.
Helpful Hint: There is no limit to the number of ﬁ les you can a ach
to a reference. The maximum size of any individual a achment is
20 MB.

Managing and Sharing Your References
RefWorks provides you with a number of tools to organize, edit, and view references in your database.
Crea ng Folders
Globally Edi ng References
G
1. From the pull-down menu Folders, select Create New
I
Folder.
2. Enter a name in New Folder Name; click OK. G
1. From the View pull-down menu, select All References or a
There is no limit on the number of folders you can create
folder of references. You can also globally edit references
within your RefWorks account.
from search results in RefWorks.
Helpful Hint: The Last Imported Folder contains only references from
2. Select the references you wish to edit.
your most recent data import that have not been ﬁ led in other folders.
3. Click on Global Edit. The Add op on is displayed by
References from imports prior to your last import not assigned to
default.
speciﬁ c folders remain available in your primary database but unﬁ led.
4. Choose the speciﬁ c ﬁ eld to edit from the drop-down list. I
5. Type in the data you want to add to the ﬁ eld in the text
Pu ng References into Folders
ﬁ eld box.
6. Select the appropriate op on for handling the ﬁ eld -
Append to Exis ng Data; Overwrite Exis ng Data (what
you currently have in the ﬁ eld will be gone); Leave Exis ng
Data Alone (if the ﬁ eld contains data the edit feature will
skip over that par cular reference).
7. Click on Add.
Helpful Hint: RefWorks also oﬀ ers the ability to Move, Delete, or
Replace informa on in records. For more informa on on these
H
addi onal Global Edit func ons, please see the Help ﬁ le.
1. From the Search pull-down menu, do a search or look up to
Sharing Your References
retrieve references already in your RefWorks database to
put in a folder.
2. Mark desired references from the search results page, then
click the bu on tled Selected. The selected references
feature works on a page-by-page basis; this means that you
must add the manually selected references to the desired
folder before moving to the next page. Alterna vely, you
can mark All in List or all on a Page.
3. Select folder from the Put in Folder drop-down menu. H
4. References will automa cally be added to the indicated
folder.
J
Helpful Hint: References can be assigned to more than one folder.
You can share a folder of references or your en re database.
Sor ng References
RefShare is not automa cally available for all RefWorks users.
1. From the Tools pull-down menu, select Share References. J
1. From either the View or Folders pull-down menu, select a
2. Select the folder you wish to share and click Share Folder.
folder or group of references.
To share all of your references in your account, click Share
2. Using the pull-down menu Sort by, located on the top
En re Database.
right hand side of the page, choose to view references by
3. Select desired Shared Folder Op ons which allow you to
various ﬁ elds within your database.
deﬁ ne any use restric ons you wish to set for the RefShare
Recipient(s).
4. Click on E-mail URL. A new window will open with a generic
e-mail template and a unique URL created for your RefShare
folder. Insert the e-mail address of the individual(s) you
would like to share your references with. Select Send E-mail.
Note: As the owner of the folder or database, you determine the
op ons your RefShare Recipients(s) will have in u lizing your shared
references.

Crea ng Your Paper and Bibliography
Write-N-Cite is a u lity allowing Microso Word (and other word processor programs) users to cite references
in a paper with the click of a bu on.
Format a Bibliography From a List of
Write-N-Cite Paper
References
L
N
1. From the menu, select the Bibliography bu on.
2. Select an output format (i.e., APA, MLA, Chicago, etc.).
Create a paper with in-text cita ons using the RefWorks Write-
3. Click on Format a Bibliography from a List of References.
N-Cite feature.
4. Select what ﬁ le type to create.
NOTE: Write-N-Cite III (with oﬀ -line capabili es) is only available
5. Select to format all of your references or only those from a
for Windows Users. Write-N-Cite v2.5 is available for Mac Users. In
speciﬁ c folder.
order to use these features, you must ﬁ rst download the Write-N-Cite
6. Click on Create Bibliography.
u lity from the Tools pull-down menu.
7. A new window will open with your bibliography. L
1. Open a new blank document in Microso Word.
8. Save your bibliography to your computer or disk.
2. Launch Write-N-Cite. N
3. Put the cursor in your Microso Word document where
Edi ng or Crea ng Your Output Style
the reference should be inserted; click Cite next to the
reference in the RefWorks screen.
4. Save your Microso Word document when ﬁ nished.
Write-N-Cite Bibliography
M
RefWorks provides hundreds of output styles to choose from.
O
If one of these styles does not conform to your desired results,
the Output Style Editor allows you to create custom output
1. Launch Write-N-Cite.
styles by either crea ng a completely new style or modifying
2. Click on Bibliography.
an exis ng output style to suit your needs.
3. Select the output style. O
1. Click on Bibliography.
4. Click on Create Bibliography.
2. Click on Edit or New. M
5. The document will refresh to be forma ed correctly and
contain the bibliography.
Access the Help menu for addi onal assistance in crea ng or
6. Save your Microso Word document.
edi ng new bibliographic output styles.
OFF-LINE CAPABILITIES: Write-N-Cite III now allows you to work
on a paper and format a bibliography both online AND oﬀ -line. To
u lize the oﬀ -line capabili es within Write-N-Cite III, users must
ﬁ rst download their RefWorks database while online. For more
informa on on the oﬀ -line capabili es, please refer to the Help ﬁ le.

Crea ng Your Paper and
Finding References in
Bibliography (Con nued)
Your RefWorks Database
One Line/Cite View Paper
There are three ways to search your RefWorks database:
Quick Search, Advanced Search and Look Up Indexes.
Quick Search
Use the Quick Search feature as a search of all ﬁ elds. To produce
maximum results, all search terms entered are connected
by the Boolean connector OR. In addi on, searches retrieve
P
embedded terms - a search for “art” retrieves references with
“heart,” “part,” etc. The results of a Quick Search are always
ranked by relevancy.
1. From any reference view (all References, a folder or search
results), click on the One Line/Cite View link.
1. Enter search terms in the Search RefWorks box.
2. Click on the Cite link next to the appropriate reference. A
2. Click on GO.
Cita on Viewer window will appear containing the cita on
3. Results are displayed with the search terms highlighted.
in an abbreviated format.

3. To cite a second reference in the same loca on just click
Advanced Search
on the Cite link by any other reference. If you are using a
Macintosh, you will need to click twice - the ﬁ rst click will
ac vate the RefWorks program and the second will perform
the Cite func on. P
4. Once you have all of the references you need for a
par cular in-text cita on, click on the Select Cita on
bu on.
5. Perform a copy command or simply drag and drop the
cita on into your word processor document.
6. Go to your word processor, click on the document where
K
you want the cita on inserted and Paste the cita on.
7. Be sure to clear the Cita on Viewer window before crea ng
Advanced Search makes it easy to perform ﬁ eld-speciﬁ c
your next cita on.
searches (e.g., Author, Title, Keyword), construct Boolean
8. Click on the View link to see the en re reference and to
queries (i.e., AND, OR, NOT), and limit the search to a speciﬁ c
access the Edit command if you want to make changes.
folder(s). The results of an Advanced Search are displayed
alphabe cally by author, with the search terms highlighted.
One Line/Cite View Bibliography
1. Click on the Search drop-down menu and select Advanced. K
2. Enter search terms and corresponding ﬁ elds into the
1. Save the document you have just created before forma ng
Advanced Search menu.
the paper and the bibliography.
3. Connect the terms by using the Boolean operators.
2. Click on the Bibliography bu on from the Cita on Viewer
4. Select All References or speciﬁ c folders to search.
window or from within the RefWorks program.
5. Click on Search.
3. Select the Output Style you need and use the Format Paper
and Bibliography op on to browse for the document.
4. Click on Create Bibliography.
FOOTNOTES: For all op ons, use the word processor’s footnote
forma ng feature, inser ng references using the “Write-N-Cite
Paper” or “One Line/Cite View Paper” steps described above.
Technical
Services

support@refworks.com

Need More Help?
Online Tutorial
A tutorial providing explana ons of various RefWorks
func ons is available online, along with an Advanced User and
RefShare Tutorials. Use the Help pull-down menu to access
the tutorials.
Support
Online
Use the Help pull-down menu to access detailed instruc ons,
frequently asked ques ons, administrator tools and much
more.
E-Mail
Send ques ons or problems to support@refworks.com.
Webinars
RefWorks oﬀ ers complimentary training webinars in various
languages. Fundamentals and Advanced Feature sessions are
available. A complete lis ng of sessions can be found on the
RefWorks homepage. New dates and me are added monthly.
Phone
Contact RefWorks Technical Services at +1.775.327.4105.
Direct Export to RefWorks is available from the
following online services:
• 1Cate • ABC-CLIO • ACS Publica ons • BIBSYS • BioMed Central
• BioOne • Blackwell Synergy • CABI • CAIRN • Chadwyck-Healey
• Compludoc • CQ Press • CSA Illumina • CSIC • DBPIA • Dialnet
• EBSCOhost • Engineering Village 2 • FIS Bildung • Google Scholar
• HighWire • HubMed • IEEE • Informit
• Japana Centra Revuo Medicina (
Web) • JSTOR
• LexisNexis Academic • MetaLib • Microso Live Search Academic • NISC
• OCLC • OCLC PICA - ZPORTAL • Ovid • Project Muse • ProQuest
• QUOSA • RISS4U • RLG’s Eureka • ScienceDirect • Scopus
• Serials Solu ons • SFX • SilverPla er • TDNet • TicToc
• Thomson Gale via OpenURL Link • Ulrich’s Resource Link
• University of California Press • Wanfang Data Corp. • WebFeat
• WilsonWeb via WilsonLink