Ref Works Instructions

Off-Campus Access                                                       
Creating a Bibliography                                                
Exporting Citations into RefWorks 
Using Write-n-Cite         
Transferring an EndNote database to RefWorks
Transferring a RefWorks database to EndNote
Transferring or sharing RefWorks folders to another RefWorks account
                     

Off-Campus Access
If you are trying to access RefWorks from off campus please call (262) 650-4892 for the off campus code.

Creating a Bibliography
To Create a Bibliography in RefWorks:

1. Enter in all your citations into RefWorks by hand or by Exporting Citations in (see directions below).
2. Click on the Bibliography Tab in RefWorks.
3. Select your citation style (i.e. APA, MLA, Chicago, etc)
4. Select "File format type" and change to Word or whatever word processing software you use and select what citations you would like to include.  Note, the easiest way to do this is put all the citations you need for your assignment into one folder and select that folder.
5. Click "Create bibliography" - Note Refworks will open Word, or your word processing documents in a new window.  If pop-up blocker is enabled it will not open and a message will say download or email it to yourself.  On your home computer you can allow pop-ups from Refworks by editing your Internet Options.
6. Please note, Refworks is not perfect, you should check over your bibliography to make sure everything is correct. Also, if you are using a style method that requires date accessed for internet and database sources you will need to create a filter on your RefWorks account. 

Exporting Citations into RefWorks
Ref Works Quick Instructions for getting information into RefWorks.  Remember you will need the Off-Campus code to log in to Ref-Works while off-campus.

BioOne Database

• Complete your search, select the abstract you would like to save.  Click on Create a Reference.  On the next screen choice RefWorks Format.  You will be prompted to save your file.  Save this as a text file (.txt).  Log in to RefWorks and Choose Reference - Import.  Change the Import Filter to RefWorks Tagged Format.  Browse for your saved file and Click Import.

Carroll Library Catalog

• With the new library catalog, you can now export citations to RefWorks.  First select and save your records.  Click View Saved.  Then change Format of list to EndNote/Refworks and change send to local disk and click Submit. Save your text file.  Open a new window and login to Refworks.  Click References - Import.  Under the Import Filter select Innovative Interfaces(EndNote/RefWorks), browse for your text file and click import.  Click View Last Imported folder select and save. 

Ebsco Databases

• While in any Ebsco database, add your selected abstracts or articles into the folder in Ebsco. Click on the link – Folder has items. Once in Folder Contents – click Export and then chose the settings Direct Export to RefWorks.  Click Save.  Ebsco will open a new window for RefWorks.  Log in to your RefWorks account and save to a folder. (Note: If RefWorks is already open you may receive an error message.  Just close out of RefWorks, go back to Ebsco and click Save and let RefWorks launch on its own.  This should work.)

Google Scholar

• From Google Scholar, click on the Scholars Preference link.  Scroll down to the bottom of the page to the Bibliography Manager section.  Select Show Links and in the drop down menu select RefWorks, and click Save Preferences.  Then complete your search in Google Scholar.  Each result should have a link below it that says Import into RefWorks.  Click on this link and it will open RefWorks in a new window.  Log in to RefWorks and you will be able to edit items.  Make sure that all the vital information has come through, including the URL and then click Save Citation and move it to the folder you want.

JSTOR

• Conduct your search in JSTOR and save the citations you would like imported into RefWorks, by clicking “Save Citation” option next to the article result.  Click on View Saved Citations and select the following option Direct Export to RefWorks. JSTOR will then open RefWorks in a new window.  Login and save your citations to a folder. (Note: If RefWorks is already open you may receive an error message.  Just close out of RefWorks, go back to JSTOR and click Direct Export to RefWorks and let RefWorks launch on its own.  This should work.)

ProQuest Databases

• Direct Export - Complete your search, select your citations and click export citations. Select Direct Export to RefWorks and Click Export. ProQuest will refer you to RefWorks.  Log in to your RefWorks account and save your citations in a folder.  If you receive an error message repeat using the Save & Import directions.
• Save & Import - Complete your search, select your citations and click export citations.  Select Download in a format compatible with RefWorks.  Save the file as a "Text File”.  Open a new window and log into Ref Works.  Chose the following settings in RefWorks.  Click Reference – Import.  Change Import Filter to ProQuest & Chose the Folder to Import to.  Then browse for the saved file.  Make sure encoding is ANSI – Latin I.  Click Import.

PubMed

• Conduct your search in PubMed and check the box next to articles you would like imported into RefWorks. Near the top of the page change the display box from “Summary” to “Medline” and the Sent to box to “File”.  You should get a pop-up box asking you to Save or Open the file.  Save it to the desktop. Make sure you are logged into Ref Works in another window/browser. Chose the following settings in RefWorks.  Click Reference – Import.  Change Import Filter to NLM PubMed & Chose the Folder to Import to.  Then browse for the file on the desktop.  Make sure encoding is ANSI – Latin I.  Click Import.

Science Direct

• Complete your search, select your citations and click export citations. Select Direct Export to RefWorks and Click Export. Science Direct will refer you to RefWorks.  Log in to your RefWorks account and save your citations in a folder.

Using Write-n-Cite in RefWorks
RefWorks has a feature called Write-n-Cite which allows you to add your footnotes or references as you type your paper. This feature is a plug-in compatible with most word processing software programs.  For step by step instructions with illustrations download our PDF.

• Install Write-N-Cite - Login to Refworks. Under Tools click Write-n-Cite.  It will prompt you to install the software or start using it the software.  To install choice your version - Windows or Mac and Click Run. Follow the steps to complete the install wizard.
• Using Write-N-Cite - Once installed on your computer.  Open your word processing software program - i.e. MS Word, click the new Write-n-cite icon.  You will be prompted to log in to your RefWorks account.  Make sure you select the folder you would like to use and that you have set which citation style (Chicago, MLA, AMA, APA, etc.).  The Write-n-cite window will stay open as you write your paper.  Just place your curser where the citation note should go and go into the Write-n-Cite window and click 'Cite'.  The citation note should appear. For Word 2007 - save the document as a version 97-2003 document with the .doc extention. 
• To finish off your paper and create a bibliography off your notes, save your paper.  Then go back to RefWorks and click Bibliography.  By format paper and bibliography browse for your finished paper and click Create Bibliography.  You will be prompted to download a new Word document with the word Final starting the title.  This will correctly format the footnotes and create a bibliography only off the notes added to your paper.

For help or questions regarding RefWorks please contact Katie Sanders or the Reference Desk (phone 262-650-4892).