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RefWorks

A guide to using the citation manager RefWorks

Introduction

In addition to using the Save to RefWorks browser extension and directly exporting citation information from databases, RefWorks allows you to add reference directly into your RefWorks library. 

To do so, log-in to RefWorks and click the “Add” button in the top right of the RefWorks Banner: 

Image of Add to RefWorks Button in top right corner of RefWorks library

 

 

 

 

 

 

 

 

 

 

 

 

Using this button, you will be able to upload a document into RefWorks, import references from other citation managers or an RIS file, or create a new reference manually. The sections below provide instructions for creating a new reference manually and uploading documents into RefWorks. Instructions on importing references from other citation managers or an RIS File can be found on the Advanced Features page of this guide. 

Creating New References Manually

The instructions below walk you through the process of manually adding references to RefWorks:

  1. Log-in to RefWorks
  2. Click on the Plus icon
  3. A new column will appear on the left-side of your RefWorks window
  4. Type in the title or author of the book/article you are adding
  5. Click on the auto-complete icon refworks lightening bolt icon
  6. Scroll to the bottom of that column to see if RefWorks found your book/article
  7. Click on the correct book/article and RefWorks will auto-complete the reference
  8. If no reference if found, continue to fill out all the fields
  9. Hit Save in upper right-hand side of column

The video below demonstrates adding a new reference in RefWorks: 

Uploading Documents into RefWorks

RefWorks enables you to drag and drop files or individually upload files into your RefWorks library. If you are uploading more than one document into RefWorks, RefWorks will create separate citations for each file uploaded, and it is likely more efficient to drag and drop a few files at once. 

To drag and drop your files: 

  1. Log-in to RefWorks
  2. If you are adding the documents into your general library, remain on the All Documents view. If you are adding the documents to a specific folder, select the folder you want to add documents to
  3. Click the Add button in the top-right corner of RefWork’s top banner
  4. Select Upload Files
  5. A window with the files on your device will open
  6. Select the file or files you want to upload
  7. Drag that file or files into your RefWorks library
  8. After the file uploads, review the record to ensure that RefWorks correctly read your file

PDF being dragged into RefWorks

To upload individual files:

  1. Log-in to RefWorks
  2. If you are adding the documents into your general library, remain on the All Documents view. If you are adding the documents to a specific folder, select the folder you are adding documents to
  3. Click the Add button in the top-right corner of RefWork’s top banner
  4. Select Upload Files
  5. A window with files on your device will open
  6. Select the file or files you want to upload
  7. Click Open in your devices’ window
  8. After file uploads, review the record to ensure that RefWorks correctly read your file

If you want to annotate your document in RefWorks, please see the Reading and Annotation page.