RefWorks User Guide 2021

1. Thisguide will provideyouwithhelpful tipsneededtonavigate RefWorks.Foracomprehensiveguide refertothe
RefWorksUserGuide.
To get startedwithyournewRefWorksaccount,go to https://refworks.proquest.com Enteryourinstitutional
email addressandcreate a password.
NOTE: RefWorkssupports ShibbolethandOpenAthens,whichallowsyoutouse yourinstitutionalcredentials
to signintoRefWorks.
Remote usersaccessingRefWorksfromoff-siteorfroma non-registeredIPaddress,musteitherenterthe
unique URL providedbythe institutionaladmin,loginviathe organization’sproxyserver,orloginusingother
institutional credentials(Athens,Shibboleth).

2. There are several waystoaddreferencesintoRefworks.
Begininthe Main Navigationandclickon +Add:
Uploada Document – these are documentsfromyourown computer
files.Example:PDF,PPT,WordDoc. Theycan alsobe uploadedwithdrag
and dropanywhere onthe All Documentspage orImport a Reference
page.
Import a Reference –allowsyouto importreference filesfromother
reference managers,fromlegacyRefWorksandfromothersources.
ADDING REFERENCES
Create New Reference –Search fora title orDOI, review the resultsandsave the onesyouchoose,ormanually
add all reference metadata.Whenselecting Create newreference anew pane will appearonthe right.
You can search fora reference orcreate ityourself.
1. Enter a title,oras much of the title as youcan.
2. Whenavailable,clickonthe lightningiconbutton inthe Title fieldtohave RefWorksmatchthe title
withan iteminthe library.Thisbuttonisalsoavailable afteryouenteravalue inthe DOI field,which
appearsfor mostreference types.
3. RefWorks displayspossible suggestionsatthe bottomof the pane.If youselectone,RefWorkscompletes
the title andfillsthe fieldswithinformationfromthe library.Youcan laterreview oreditfields.
4. To keepthe reference,clickon Save.The reference will be addedtoyourLast ImportedFolder.
5. If no match is found,youcan create the reference bytypinginthe metadatayourselfandclickingon Save.
You can save referencesorarticles,includingfull text(if available) fromanywebsite intoRefWorksusingthe Save
to RefWorksplug-in;refertothe Tools sectionbelow.
You can alsoadd referencesbysearchingin linkedlibrarycatalogsand
publiclyavailable databases.Searchresultscanbe importedintoyour
account withthe clickof a button.
1. Selectthe Search Databases tab fromthe leftsidebar.
2. Openthe dropdownandenterthe name of the database you
wishto searchor selectitfromthe listof recentlyused
databases.
3. Enter the searchterm inthe search box andclick onthe Search
icon
4. Selectthe relevantitemsanduse one of the followingoptions
to save the references:
A successful importwillgenerateamessage similar tothe following:
To exportreferences,navigatetothe page or folderof the referencesyouwouldlike toexport.Clickon Share in
the Main Navigation,then Exportreferences.Selectthe relevantoptionsandclickon Export.
a. Clickon the Foldericonto importintoa specificfolder. Chooseanexistingfolderorcreate a newfolder.
b. ClickonImport. The newlyimportedreferencesare placedinthe Last Importedfolderandcan be
assignedtofoldersbydragginganddroppingorby usingthe Assignto Folder actioninthe MainNavigation.

3. ORGANIZING REFERENCES
RefWorkssupportsthe full researchprocessandprovidesavarietyof optionsto
help you better organize references.
Left Sidebar:
All References – Containsall referencesinthe project.
Search Databases – Used to searchfor itemsinexternal linkeddatabases.
Last Imported– Displaysreferencesimportedinthe last30 days.
Sharing – Enablesyoutoview foldersthatwere sharedwithyou.
My Folders– Allowsyoutoorganize referencesintofoldersandsubfolders.A
single reference canbe inmultiple folders. NotinFolder– Displaysreferences
that have not yetbeenmovedintoafolder.
Tags – includestagsassignedtoreferencesthatare imported andtagscreated
by youwhenaddingreferences.A reference canhave multiple tags.
Deleted– Containsall itemsthathave beendeleted.
To add a folder:
1. Clickon +Add folder
2. Name yourfolder
3. Clickon Save
To add a subfolder:
1. Clickon the selectedfolder’skabobicon (onthe right)
2. Clickon Addsubfolder...
3. Followpromptstoname and save the subfolder.
You can sort foldersalphabeticallyordragand dropin yourpreferredorder.Youcan toggle
betweenthe twosortingoptionsusingthe SortoptionunderMy Folders.Whenchoosingthe
customoption,yourlatestcustomsortingisrestored.
Referencescanalsobe organized intoprojects,whichare separate reference
collectionswithunique folders,references,tags,etc.Mostuserswill findthey
can organize theirreferencessufficientlybyusingfolders.Forsome users,
especiallythose workingonmultiple researchprojectswithdifferentgroups
of people,the abilitytoisolatereferencesandfolderswithinaProjectis
needed. YourRefWorksaccounthasa defaultprojectcalledUntitledProject.
You can change the name andcreate newprojectsinthe Manage projects
page.
ORGANIZING REFERENCES IN FOLDERS
ORGANIZING REFERENCES IN PROJECTS

4. VIEWING REFERENECES
Sort by: Selecthowyouwantto display
references:bydate,title,authororRef ID.
RefWorkswill rememberyourselectedsorting
the nexttime youopenRefWorks.
Numberof referencesperpage: Selecthow
manyreferencesyouwouldlike toappearon
the page (from25 to2000 references).
Viewtype:Selectwhichviewyouprefer:
Normal View(default),Table View,Full
VieworCitationView.RefWorkswill
rememberyourselectedviewthe nexttime
youopenRefWorks.
Use the AdvancedSearchcapabilitytofindinformationinspecific foldersorreference metadatafields.
Accessthe Advanced Search by clickingonthe Search iconin the Main Navigation.
Clickon Advancedand an optionspanel willopen.
Advancedsearchescanbe createdby selectingavarietyof fields(includingcustomfields),searchtermsandBoolean
operators.

5. SHARING & COLLABORATING
RefWorkssharingcapabilitiesallowyoutoshare foldersandprojectswithotherswithinoroutside your
institution.Inadditiontoindividualsharing,userscanshare folderswithall usersattheirinstitution.
Selectthe folderyouchoose toshare inyour My Folderstab.
1. Clickon the iconand selectShare Folderor click onthe
Share iconin the Main Navigation.
2. In the SharingSettingsscreenuse the dropdownoptions
to configure:
o Settingsfor:Whichreferencestoshare
o PublicURL: Create a URL to provide accesstopeople whodonot
have a RefWorksaccount.Theywill be able toview,sort,export
referencesandcreate abibliography.
o Sharedwith:Type the email addresses,designate if the recipients
can read,annotate or modifyandoptionallyaddamessage.
3. Clickon Done.
You can share a projectwithotherRefWorksusers.
 Doingso makesthema projectownerandgivesthemfull
permissionswithinthe project,includingadding,deleting,and
modifyingfoldersandreferences.
 Anyprojectownercan delete the project,aslongasit isnot the
currentprojectof anyowner.
Select“Share thisProject”fromthe Projectdropdownmenuorfroma
project’s“Actions”buttononthe My Projectspage (ProjectMenu>
Manage Projects):
The ProjectSharingSettingspage appears,allowingtoinvite userstothe
project,anddisplayinguserswithwhomthe projectwasalreadyshared.
FOLDER SHARING
PROJECT SHARING

6. CREATING CITATIONS OR A BIBLIOGRAPHY
You can create citations and a bibliographyfrom selected
referencesorfolders.
4. Navigate tothe page or folderof referencesyou
wantto use.
5. Clickon Create bibliographyinthe Main
Navigation.
6. Clickon Quick Cite.
You can create citations and a bibliographyfrom selectedreferencesorfolders.
1. Navigate tothe page or folderof referencesyouwanttouse.
2. Clickon Create bibliographyinthe Main Navigation.
3. Clickon Quick Cite.
Choose yourpreferences:
1. CitationStyle: RefWorkswill rememberthe lastcitationstyle youused.Youcanchange stylesbyclicking
on the style name andeithersearchingfora new style orselectingfromthe displayedlist.
2. Insert Citations:Selectthe referencesforwhichyouwouldlike tocreate citations.Asyouselect
references,theircorrespondingcitationswill be displayedinthe textbox.
3. Clickon the clipboardicon,navigate toyourdocumentandpaste the formattedcitations.Don’tforgetto
save your paperwhenyou're done!
4. Clickon Continue tobibliographyto generate a bibliographywhichyoucancopyand paste intoyour
document.Youcan alsoclick on Create bibliographyinthe mainNavigationandthenagainon Create
bibliographyto skipcreatingcitations.
TOOLS
RefWorksoffersadd-onandplug-intoolstohelpwithyourresearch.Toaccessthese,clickon Tools inthe Main
Navigation.
Save to RefWorks
By installingthe Save toRefWorksplug-ininyourbrowser,youwillbe able tosave a reference orarticle,
includingfull text(if available) fromanywebsite intoyourRefWorksaccount.
Plug-insforMicrosoft Word and for Google Docs
These plug-insallowyoutoquicklyinsertcitationsandabibliographytoyourdocumentusingreferencesfrom
your RefWorksfolders.Followthe detailsinthe Toolssectiontoidentifythe plug-inrelevantforyouandfollow
the installationinstructions.
RESOURCES/SUPPORT
 Ex LibrisRefWorksKnowledgeCenter offersvariousresourcesforAdminsandusers.
 RefWorksYouTube Channel
 The RefWorksTechnical Supportteamisavailable toassistyouwithanyissuesthatcome up while usingRefWorks.
Please submitacase,case contact us by email: support@refworks.com